Thomas J & Ella Lagrange Davies Memorial Fund 4280 in Winston Salem, North Carolina (NC)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in North Carolina
| Thomas J & Ella Lagrange Davies Memorial Fund 4280 | |
| Employer Identification Number (EIN) | 046083460 |
| Name of Organization | Thomas J & Ella Lagrange Davies Memorial Fund 4280 |
| In Care of Name | The Massachusetts Company Inc |
| Address | 1 W 4th St, Winston Salem, NC 27101-3818 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Ruling Date | 12/1970 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $27,147 |
| Amount of Income | $1,316 |
| Form 990 Revenue Amount | $-159 |
Non-representatives - add comments:
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $-342 | $546 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $546 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $2,854 | $283 | $0 | $2,571 |
| Compensation of officers, directors, trustees, etc. | $378 | |||
| Total operating and administrative expenses | $2,514 | $283 | $2,231 | |
| Contributions, gifts, grants paid | $340 | |||
| Excess of revenue over expenses and disbursements | $-3,196 | |||
| Net investment income | $263 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $28,869 | $22,901 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $28,040 | |
| Other | $829 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $28,869 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-888 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $3 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $3 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $23,047 |
| Net value of noncharitable-use assets | $22,700 |
| Minimum investment return | $1,135 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,132 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,132 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in North Carolina | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Theres Hope Inc | PO BOX 1196, Albemarle, NC 28002-1196 | NC | 1999-01 | $45,589 |
| 2 | Thirtieth Judicial District Domesti Violence-Sexual Assault Alliance | PO BOX 554, Waynesville, NC 28786-0554 | NC | 1999-03 | $297,525 |
| 3 | Thomas A Taylor Resid Trust No 37163 2-1 Tw | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2005-08 | $200,717 |
| 4 | Thomas And Kate Fonville Account, Fonville Thomas L Et Al Ttee | 1018 Harvey St, Raleigh, NC 27608-2332 | NC | 1995-05 | $413,503 |
| 5 | Thomas B And Robertha K Coleman Foundation Inc | PO BOX 1169, New Bern, NC 28563-1169 | NC | 1998-07 | $458,535 |
| 6 | Thomas C Meredith Jr Scholarship Foundation | 1 W 4th St, Winston Salem, NC 27101-3818 | NC | 1995-02 | $21,006 |
| 7 | Thomasville City Schools Educational Foundation | 400 Turner Street, Thomasville, NC 27360 | NC | 2005-03 | $12,450 |
| 8 | Thomas E Armstrong Tuw Fbo Church Of God 1513102080 | 1525 W W T Harris Blvd D1114-044, Charlotte, NC 28262-8522 | NC | 2006-04 | $90,665 |
| 9 | Thomas H Leath & Mary Hadley Connor Leath Foundation | PO BOX 2907, Wilson, NC 27894-2907 | NC | 1990-11 | $348,389 |
| 10 | Thomas H Pitts Trust Uw | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1996-02 | $1,109,087 |
| 11 | Thomas J & Ella Lagrange Davies Memorial Fund 4280 | 1 W 4th St, Winston Salem, NC 27101-3818 | NC | 1970-12 | $1,316 |
| 12 | Thomas J Pearsall Jr Foundation Ii | PO BOX 20389, Raleigh, NC 27619-0389 | NC | 1997-06 | $1 |
| 13 | Thomas Jefferson Classical Academy | PO BOX 110, Rutherfordton, NC 28139-0110 | NC | 1999-08 | $9,446,592 |
| 14 | Thomas Jefferson Community Education Foundation Inc | 2527 Us Hwy 221a, Mooresboro, NC 28114 | NC | 2006-07 | $913,154 |
| 15 | Thomas R & Elizabeth E Mclean Foundation Inc | PO BOX 58329, Fayetteville, NC 28305-8329 | NC | 1996-08 | $2,278,881 |
| 16 | Thomas S Kenan Iii Foundation Inc | PO BOX 4150, Chapel Hill, NC 27515-4150 | NC | 1993-05 | $902,058 |
| 17 | Thomas Woodfin Sumner Memorial Trust For Unc School Of Medicine | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1995-06 | $95,160 |
| 18 | Thomasville Community Foundation Incorporated Erwin Heights | PO BOX 2283, Thomasville, NC 27361-2283 | NC | 1949-05 | $53,262 |
| 19 | Thomasville Davidson Post 284 Baseball Inc | 238 Clearview Dr, Winston Salem, NC 27107-9221 | NC | 1998-04 | $500 |
| 20 | Thomasville Furniture Industries Foundation | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1964-07 | $3,130,758 |
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