Howard M Judd Trust Uw Fbo First Congregational Church Of Bethel 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
| Howard M Judd Trust Uw Fbo First Congregational Church Of Bethel | |
| Employer Identification Number (EIN) | 066048263 |
| Name of Organization | Howard M Judd Trust Uw Fbo First Congregational Church Of Bethel |
| Address | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1973 |
| 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 | $146,711 |
| Amount of Income | $63,935 |
| Form 990 Revenue Amount | $7,737 |
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 | $11,335 | $11,244 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,770 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $7,565 | |||
| Total expenses and disbursements | $6,579 | $1,843 | $0 | $4,669 |
| Compensation of officers, directors, trustees, etc. | $2,379 | |||
| Total operating and administrative expenses | $3,382 | $1,843 | $1,472 | |
| Contributions, gifts, grants paid | $3,197 | |||
| Excess of revenue over expenses and disbursements | $4,756 | |||
| Net investment income | $9,401 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $146,815 | $151,476 |
| 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 | $140,488 | |
| Other | $6,327 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $146,815 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,565 |
| 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 | $188 |
| Total credits and payments | $117 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $117 |
| 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 | $71 |
| 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 | $147,544 |
| Net value of noncharitable-use assets | $145,340 |
| Minimum investment return | $7,267 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,079 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,079 |
| 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 | Community Housing Solutions Of Guilford Inc | 823 N Elm St Ste 102, Greensboro, NC 27401-1510 | NC | 2005-02 | $725,728 |
| 2 | Housing Preservation Corporation | PO BOX 26405, Greensboro, NC 27404-6405 | NC | 1993-02 | $944,163 |
| 3 | Howard & Sara Fleming Charitable Foundatin | 338 S Sharon Amity Rd Pmb 318, Charlotte, NC 28211-2806 | NC | 1990-06 | $539,917 |
| 4 | Howard And Margie Coble Horney Foundation Inc | 5212 Field Horney Rd, Greensboro, NC 27406-9727 | NC | 1999-12 | $25,113 |
| 5 | Howard B Register Scholarship Trust Uw 5119891014 | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | 2008-05 | $163,621 |
| 6 | Howard Eikenberry Jenson Lectures On Sociology & Social Action Tr Ua | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1983-09 | $166,250 |
| 7 | Howard F Nix Memorial Trust Uw | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | $1,900,290 | |
| 8 | Howard Foundation | 1 W 4th St, Winston Salem, NC 27101-3818 | NC | 1998-12 | $1,130,597 |
| 9 | Howard Jones Wilson Oic Scholarship Foundation | 801 Reid St E, Wilson, NC 27893-5340 | NC | 2000-02 | $9,254 |
| 10 | Howard L And Katherine P Daniel Charitable Trust, 1013895821 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2007-09 | $108,974 |
| 11 | Howard M Judd Trust Uw Fbo First Congregational Church Of Bethel | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1973-05 | $63,935 |
| 12 | Howard Perry & Walston Foundation | 1001 Wade Ave, Raleigh, NC 27605-3322 | NC | 2000-09 | $68,025 |
| 13 | Howard S Gordon Etal Trust Ua Fbo Friendship Methodist Church Nect | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1973-03 | $26,842 |
| 14 | Howard V Swartz Trust 1513078106 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2008-12 | $579,992 |
| 15 | Howards Creek Volunteer Fire Dept Inc | 3604 W Nc 27 Hwy, Lincolnton, NC 28092 | NC | 2014-08 | $377,189 |
| 16 | Howe Foundation Inc | PO BOX 227, Belmont, NC 28012 | NC | 1966-06 | $450,070 |
| 17 | Howell Lockhart Seiple Tr 1 Ud Fbo Leonore Dinkley Seiple, Phila Natl Bank Co Tr U/D | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 2003-04 | $313,922 |
| 18 | Rha Housing Foundation Inc | 3738 Howell Day Care Rd, La Grange, NC 28551-6808 | NC | 1972-05 | $1,156,989 |
| 19 | Harold & Rachel Mcmillen Foundation | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1966-02 | $310,539 |
| 20 | Harold O Stream Charitable Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1993-07 | $253,328 |
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