W H Lindberg Charitable Trust 016-213624 in Winston Salem, North Carolina (NC)

W H Lindberg Charitable Trust 016-213624
Employer Identification Number (EIN)	916456664
Name of Organization	W H Lindberg Charitable Trust 016-213624
In Care of Name	Wells Fargo Bank Na Trustee
Address	1 W 4th St 4th Floor, Winston Salem, NC 27101-3818
Subsection	Charitable Organization
Ruling Date	02/2000
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	07/2014
Assets	$500,000 to $999,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$524,084
Amount of Income	$170,339
Form 990 Revenue Amount	$32,351
National Taxonomy of Exempt Entities (NTEE)	Religion-Related, Spiritual Development: Single Organization Support

Non-representatives - add comments:

Amount of income in 2014: $170,339 (it was $130,213 in 2013)

This organization:	$170,339
Other organizations performing similar types of work:	$97,827

Assets in 2014: $524,084 (it was $539,785 in 2013)

This organization:	$524,084
Other organizations performing similar types of work:	$207,620

Expenses in 2014: $35,002

W H Lindberg Charitable Trust 016-213624:	$35,002
Other organizations performing similar types of work:	$43,519

Income to expenses ratio in 2014: 4.9

W H Lindberg Charitable Trust 016-213624:	4.9
Other organizations performing similar types of work:	6.9

Grants share in income in 2014: 0.0%

This organization:	0.0%
Other organizations performing similar types of work:	5.2%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2014)
Total revenue	$15,412	$15,119	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$15,137
Gross rents	$0
Gross sales price for all assets	$155,202
Gross profit from sales of goods	$0
Other income	$0
Other	$275
Total expenses and disbursements	$35,002	$7,143	$0	$27,155
Compensation of officers, directors, trustees, etc.	$8,902
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$958
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$11,030	$7,143		$3,183
Contributions, gifts, grants paid	$23,972
Excess of revenue over expenses and disbursements	$-19,590
Net investment income		$7,976
Adjusted net income			$0

	2011		2012		2013		2014
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$562,451	$580,188	$549,486	$554,341	$539,785	$1,073,999	$524,084	$594,512
Cash - non-interest-bearing	$0		$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0		$0
Investments-corporate stock	$0		$0		$0		$0
Investments-corporate bonds	$0		$0		$0		$0
Investments-mortgage loans	$0		$0		$0		$0
Investments-other	$561,234		$540,324		$518,528		$412,043
Other assets			$0		$0		$0
Total liabilities	$0		$0		$0		$0
Total liabilities and net assets/fund balances	$562,451		$549,486		$539,785		$524,084

	2011	2012	2013	2014
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$17,311	$2,732	$10,751	$275
Net capital loss	$0	$0	$0	$0

	2011	2012	2013	2014
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No	No
Tax based on investment income	$260	$123	$401	$160
Total credits and payments	$122	$260	$123	$401
Current year estimated tax payments and previous year's overpayment credited to current year	$122	$260	$123	$401
Exempt foreign organizations-tax withheld at source	$0	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0	$0
Tax due		$0	$278	$0
Overpayment		$137	$0	$241
Amount to be credited to next year's estimated tax	$0	$123	$0	$160

	2011	2012	2013	2014
Statements Regarding Activities
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	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No	No
Did any persons become substantial contributors during the tax year?		No	No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No	No

	2011	2012	2013	2014
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes	Yes	Yes	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	No	No	No
Agree to pay money or property to a government official?	No	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	No	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	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No	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	No	No	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	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No	No

	2011	2012	2013	2014
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$577,988	$558,246	$576,963	$594,217
Net value of noncharitable-use assets		$549,872	$568,309	$585,304
Minimum investment return	$28,466	$27,494	$28,415	$29,265

	2011	2012	2013	2014
Distributable Amount
Distributable amount	$28,206	$27,371	$28,014	$29,105

	2011	2012	2013	2014
Undistributed Income
Distributable amount for this year	$28,206	$27,371	$28,014	$29,105
Undistributed income for this year. This amount must be distributed in the next year	$22,915	$23,415	$23,972	$25,922

	2014	2013	2012	2011	Total
Private Operating Foundations (for 2011 - 2014)
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

Supplementary Information (for 2014)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2014)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$15,137	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Billy Graham Library Endowment Tr Fund, Billy Graham Evangelistic Assoc	PO BOX 668129, Charlotte, NC 28266-8129	NC	2012-08	$75,528,194
2	St James Parish Foundation Inc	23 South Third Street, Wilmington, NC 28401	NC	2003-09	$2,706,836
3	Durham Rescue Mission Endowment Fund	507 E Knox St, Durham, NC 27701-1438	NC	2010-10	$898,386
4	A & M Doehler Tr, 1513893449	1 W 4th St 4th Fl, Winston Salem, NC 27101-3818	NC	2007-06	$420,683
5	Herman Keisler Charitable Tr	PO BOX 2907, Wilson, NC 27894-2907	NC	2009-01	$280,512
6	Christs Sanctified Holy Church Foundation Tr	11520 Azari Ct, Raleigh, NC 27614-6579	NC	2014-09	$278,564
7	Elwood And Rosadell Martin Charitable Tr Ua Dtd 6-12-01, Harold D Russell Ttee	4119 Masonboro Loop Rd, Wilmington, NC 28409-3642	NC	2008-06	$215,491
8	W H Lindberg Charitable Trust 016-213624	1 W 4th St 4th Floor, Winston Salem, NC 27101-3818	NC	2000-02	$170,339
9	Above & Beyond Missions Inc	9735 Caldwell Commons Cir Ste 101, Cornelius, NC 28031-8136	NC	2014-06	$119,950
10	Global Cross Ministries Inc	64 Bowen Dr, Belmont, NC 28012-9517	NC	2014-01	$48,409
11	Northgate Baptist Church Trust Uw	101 S Tryon St, Charlotte, NC 28255-0001	NC	1999-03	$42,392
12	Healing Ground	7628 Penns Grove Road, Summerfield, NC 27358	NC	2014-01	$29,010
13	St Stephens Durham Endowment	82 Kimberly Dr, Durham, NC 27707-5446	NC	2010-03	$8,745
14	Christ Is Hope Foundation Inc	PO BOX 1353, Weaverville, NC 28787-1353	NC	2010-05	$0
15	God Opportunity Ministries Inc	7437 Newmans Lane, Charlotte, NC 28270	NC	2013-03	$0
16	Living Water Ministry Foundation Inc	404 E Chatham St, Cary, NC 27511	NC	2013-08	$0
17	Montreat Presbyterian Church Fdn, Skidmore James M Jr Ttee	PO BOX 279, Montreat, NC 28757-0279	NC	2001-02	$0
18	Now Faith Institute	PO BOX 12, Sedalia, NC 27342-0012	NC	2014-01	$0
19	Rainbow Community Cares Inc	5325 Dana Dr Unit D, Raleigh, NC 27606	NC	2012-05	$0
20	Umf Real Estate Foundation Inc	1307 Glenwood Ave Ste 153, Raleigh, NC 27605-3256	NC	2009-09	$0

Number of organizations performing similar types of work

Alaska	1
Alabama	25
Arkansas	4
Arizona	12
California	84
Colorado	16
Connecticut	7
District of Columbia	8
Delaware	2
Florida	63
Georgia	32
Hawaii	4
Iowa	11
Idaho	5
Illinois	41
Indiana	21
Kansas	12
Kentucky	5
Louisiana	7
Massachusetts	16
Maryland	7
Maine	2
Michigan	18
Minnesota	14
Missouri	23
Mississippi	6

Montana	2
North Carolina	26
North Dakota	2
Nebraska	6
New Hampshire	2
New Jersey	19
New Mexico	2
Nevada	5
New York	57
Ohio	35
Oklahoma	10
Oregon	8
Pennsylvania	45
Rhode Island	5
South Carolina	19
South Dakota	1
Tennessee	20
Texas	96
Utah	6
Virginia	24
Vermont	1
Washington	18
Wisconsin	19
West Virginia	1
Wyoming	1

Total

876

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