Albert Evitts Tr Uw Fbo New Milford Hospital 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
| Albert Evitts Tr Uw Fbo New Milford Hospital | |
| Employer Identification Number (EIN) | 066042121 |
| Name of Organization | Albert Evitts Tr Uw Fbo New Milford Hospital |
| Address | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $124,629 |
| Amount of Income | $48,309 |
| Form 990 Revenue Amount | $5,188 |
Non-representatives - add comments:
Revenue for 2012
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 | $16,723 | $16,675 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,346 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $13,377 | |||
| Total expenses and disbursements | $4,433 | $1,615 | $0 | $2,714 |
| Compensation of officers, directors, trustees, etc. | $2,109 | |||
| Total operating and administrative expenses | $2,707 | $1,615 | $988 | |
| Contributions, gifts, grants paid | $1,726 | |||
| Excess of revenue over expenses and disbursements | $12,290 | |||
| Net investment income | $15,060 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $126,069 | $127,444 |
| 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 | $120,825 | |
| Other | $5,244 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $126,069 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $13,377 |
| Net capital loss | $0 |
| 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 | $301 |
| Total credits and payments | $69 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $69 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $232 |
| 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 | $123,175 |
| Net value of noncharitable-use assets | $121,320 |
| Minimum investment return | $6,066 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,765 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,765 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,550 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Now Covenant Word Ministries in Winston Salem, NC
 |
|
Centers For Spiritual Living, Csl Asheville in Asheville, NC
|
| Kyle Busch Foundation in Mooresville, NC |
|
Marine Corps League, Marine Corps League Cherokee Detachment 1011 in Murphy, NC
|
| Colonial Capital Humane Society in New Bern, NC |
|
Living Church Of God International Inc in Charlotte, NC
|
Greensboro Cheetahs in Greensboro, NC
 |
|
Life Changing International Church Inc in High Point, NC
|
| Mission Servants Ministries in Charlotte, NC |
|
Bikers For Christ Sandhills Chapter in Dunn, NC
|
| Other organizations in North Carolina | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Albemarle Smart Start Partnership Inc | 1403 Parkview Dr, Elizabeth Cty, NC 27909-6533 | NC | 1998-09 | $2,640,410 |
| 2 | Albemarle Teen Challenge Inc | P O Box 2894, Elizabeth City, NC 27909 | NC | 2007-09 | $408,941 |
| 3 | Albert & Evelyn Jadot Charitable Tr Ua 111494 | 1 W 4th St D4000-041, Winston Salem, NC 27101-3818 | NC | 1995-04 | $1,223,057 |
| 4 | Albert & Nan Gray Monk Foundation | 5915 Farrington Rd Ste 202, Chapel Hill, NC 27517-9900 | NC | 1996-06 | $1,014,381 |
| 5 | Albert & Ruth Gomez Irrv Charity Tr 3578-14030800 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2005-09 | $61,248 |
| 6 | Albert And Jessie D Martin Scholarship Trust Fund | 115 Coram Ave, Boonville, NC 27011-8610 | NC | 1990-02 | $195,994 |
| 7 | Albert Anderson Trust R4122-2 Fbo Methodist Home For Children Inc | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2004-12 | $91,920 |
| 8 | Albert Anderson Trust Uw Fbo Duke University | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2005-02 | $85,321 |
| 9 | Albert Carlton Community Library Foundation Inc | PO BOX 2128, Cashiers, NC 28717-2128 | NC | 2009-03 | $4,285 |
| 10 | Albert E Hawley Tr | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1992-05 | $371,633 |
| 11 | Albert Evitts Tr Uw Fbo New Milford Hospital | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1991-02 | $48,309 |
| 12 | Albert G Rives Charitable Trust 5113898467 | 1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28262 | NC | 2007-04 | $1,056,526 |
| 13 | Albert Herr Welfare Fund Tr Uw | 100 N Main St, Winston-Salem, NC 27150-0001 | NC | 2007-03 | $65,013 |
| 14 | Albert Leibenfuth Charitable Trust | 1525 W Wt Harris Blvd, Charlotte, NC 28288-0001 | NC | 1900-12 | $44,448 |
| 15 | Albert O Loechner Trust 1513021765 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2004-02 | $263,735 |
| 16 | Albert Receptor Trust 717341 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1985-05 | $89,027 |
| 17 | Albert S Balch Charitable Trust Fbo Seattle Public Library, First Interstate Bk Of Wa | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1981-02 | $179,825 |
| 18 | Albert T Knott Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1971-09 | $288,829 |
| 19 | Albert Taubel Resid Tr Tw 1609403 | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | $317,020 | |
| 20 | Albert W Meserve & Helen C Meserve Memorial Fund | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1983-06 | $126,881 |
Organization representatives - add corrected or new information about Albert Evitts Tr Uw Fbo New Milford Hospital »
Non-representatives - add comments about Albert Evitts Tr Uw Fbo New Milford Hospital»