Esther Knaub Charitable Tr 20544-01 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
- Organizations performing similar types of work
| Esther Knaub Charitable Tr 20544-01 | |
| Employer Identification Number (EIN) | 046751073 |
| Name of Organization | Esther Knaub Charitable Tr 20544-01 |
| In Care of Name | Massachusetts Co Inc Ttee |
| Address | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 03/1998 |
| 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 | $318,168 |
| Amount of Income | $36,542 |
| Form 990 Revenue Amount | $8,736 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations |
Non-representatives - add comments:
Amount of income in 2013: $36,542 (it was $372,642 in 2012)
| This organization: | $36,542 |
| Other organizations performing similar types of work: | $124,396 |
Assets in 2013: $318,168 (it was $340,255 in 2012)
| This organization: | $318,168 |
| Other organizations performing similar types of work: | $313,863 |
Expenses in 2012: $32,119
| Esther Knaub Charitable Tr 20544-01: | $32,119 |
| Other organizations performing similar types of work: | $64,100 |
Income to expenses ratio in 2012: 1.1
| Esther Knaub Charitable Tr 20544-01: | 1.1 |
| Other organizations performing similar types of work: | 1.5 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 0.6% |
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 | $22,200 | $22,068 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,743 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $15,457 | |||
| Total expenses and disbursements | $32,119 | $4,497 | $0 | $27,550 |
| Compensation of officers, directors, trustees, etc. | $5,827 | |||
| Total operating and administrative expenses | $6,461 | $4,497 | $1,892 | |
| Contributions, gifts, grants paid | $25,658 | |||
| Excess of revenue over expenses and disbursements | $-9,919 | |||
| Net investment income | $17,571 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $340,255 | $347,566 |
| Cash - non-interest-bearing | $263 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $247,527 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $86,700 | |
| Other | $5,765 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $340,255 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $15,457 |
| 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 | $351 |
| Total credits and payments | $36 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $36 |
| 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 | $315 |
| 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 | $345,685 |
| Net value of noncharitable-use assets | $340,500 |
| Minimum investment return | $17,025 |
| Distributable Amount (for 2012) | |
| Distributable amount | $16,674 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $16,674 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Tony Patino Fellowship Trust 783352 | PO BOX 1297, New York, NY 10008-1297 | NY | 1997-10 | $1,573,984 |
| 2 | Aston Park Health Care Center Inc | 380 Brevard Rd, Asheville, NC 28806-2945 | NC | 1932-11 | $10,395,109 |
| 3 | Sara Elizabeth Clampett Charitable Tr, Clampett Robert D Ttee | PO BOX 2907, Wilson, NC 27894-2907 | NC | 1996-01 | $246,659 |
| 4 | Thrift Shops Of Granville County Inc | PO BOX 612, Creedmoor, NC 27522-0612 | NC | 1997-06 | $37,221 |
| 5 | Rowan Partners For Education | PO BOX 559, Salisbury, NC 28145-0559 | NC | 1991-10 | $18,779 |
| 6 | Altrusa Foundation Of Asheville | 124 Ridgeview Road, Alexander, NC 28701 | NC | 1992-07 | $0 |
| 7 | Blue Ridge Chapter Of The Experimental Aircraft Association | 3051 Port St, Morganton, NC 28655 | NC | 1990-03 | $0 |
| 8 | Broad Inc | Po Box 443, Bunn, NC 27508 | NC | 1994-09 | $0 |
| 9 | Community Liaison Organization For Support Education & Reform Inc, C L O S E R Inc | PO BOX 2911, Asheville, NC 28802-2911 | NC | 1990-09 | $0 |
| 10 | Garland Rotary Club Foundation | PO BOX 218, Garland, NC 28441-0218 | NC | 1996-06 | $0 |
| 11 | Hitex Inc | 201 Arbutus Ln, Hendersonville, NC 28739-3903 | NC | 1992-03 | $0 |
| 12 | International Home Furnishing Representatives Foundation | PO BOX 670, High Point, NC 27261-0670 | NC | 1993-01 | $0 |
| 13 | Paraclete Foundation Inc | 3700 William J Cowan Wynd, Raleigh, NC 27612-5399 | NC | 1998-11 | $0 |
| 14 | Rebecca Gray Davis Memorial Fund For Children Inc | 504 Bethel Rd Apt 1003, Morganton, NC 28655-4900 | NC | 1996-05 | $0 |
| 15 | Rotary Club Of The Sandhills Charitable Foundation Inc | Po Box 807, Southern Pines, NC 28388 | NC | 1991-12 | $0 |
| 16 | Salisbury Civitan Club Charitable Foundation Inc | 1816 East Innes Street Ste 101, Salisbury, NC 28146 | NC | 1990-07 | $0 |
| 17 | Sanford Optimist Foundation Inc, The Sanford Optimist Club | 207 Arlington Circle, Sanford, NC 27330 | NC | 1993-09 | $0 |
| 18 | The Open Door Inc | 628 Woodburn Rd, Raleigh, NC 27605-1112 | NC | 1992-08 | $0 |
| 19 | The Roanoke Rapids Education Foundation Inc | 536 Hamilton Street, Roanoke Rapids, NC 27870 | NC | 1992-01 | $0 |
| 20 | Trevor C Simpson Angel Foundation | 3613 Ruth St, Indian Trail, NC 28079-7578 | NC | 1998-07 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,101 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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