James A Bolonda Foundation in Hendersonvlle, 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
| James A Bolonda Foundation | |
| Employer Identification Number (EIN) | 166274420 |
| Name of Organization | James A Bolonda Foundation |
| Address | 68 Old Hickory Trl, Hendersonvlle, NC 28739-8977 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 10/2012 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $55,367 |
| Amount of Income | $70,143 |
| Form 990 Revenue Amount | $2,512 |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $2,512 | $2,546 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,546 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $9,580 | $4,880 | $0 | $4,700 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,880 | $4,880 | $0 | |
| Contributions, gifts, grants paid | $4,700 | |||
| Excess of revenue over expenses and disbursements | $-7,068 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $72,278 | $61,604 |
| Cash - non-interest-bearing | $3,418 | |
| Investments-U.S. and state government obligations | $6,676 | |
| Investments-corporate stock | $53,635 | |
| Investments-corporate bonds | $7,162 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,387 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $72,278 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-34 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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? | No |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $69,342 |
| Net value of noncharitable-use assets | $68,300 |
| Minimum investment return | $3,415 |
| Distributable Amount (for 2011) | |
| Distributable amount | $3,415 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $3,415 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 |
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
|
|
Harrisburg Cruisers in Harrisburg, NC
|
| Other organizations in North Carolina | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Jacksonville Rescue Squad Inc | PO BOX 1355, Jacksonville, NC 28541-1355 | NC | 1992-09 | $90,675 |
| 2 | Jacksonville-Onslow Home Builders Association, Onslow County Home Builders Assoc | 201 W Bayshore Blvd, Jacksonville, NC 28540-5339 | NC | 1988-08 | $112,446 |
| 3 | Jacob L And Adeline M Barowsky Foundation | 62 Lake Club Cir Apt D, Hendersonvlle, NC 28792-4868 | NC | 1960-05 | $10,754 |
| 4 | Jacob M Moyer Tr Fbo Amer Cancer Sc 4947 Tuw 1513093900 | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | $288,577 | |
| 5 | Jacob P And Ruth L Shrago Foundation | 1 W 4th St 4th Fl Trust Tax Dept, Winston Salem, NC 27101-3818 | NC | 1984-07 | $535,964 |
| 6 | Jacob W Kratz Fellowship Fund 1519157982 011 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1986-01 | $1,172,902 |
| 7 | Jacobs Creek Fire Tax District Inc | 2250 Hwy 704, Madison, NC 27025 | NC | 1986-02 | $110,090 |
| 8 | Jacobs Ladder Childrens Center Inc | PO BOX 29527, Charlotte, NC 28229 | NC | 2003-05 | $0 |
| 9 | Jacobs Ladder Job Center Inc | 740 W 5th St, Charlotte, NC 28202-1408 | NC | 1998-07 | $129,374 |
| 10 | Jacobs Well Outreach Ministry | 318 Manson Drewry Rd, Manson, NC 27553-9103 | NC | 2002-02 | $59,755 |
| 11 | James A Bolonda Foundation | 68 Old Hickory Trl, Hendersonvlle, NC 28739-8977 | NC | $70,143 | |
| 12 | James A Graham Trust, Branch Banking And Trust | PO BOX 2907, Wilson, NC 27894-2907 | NC | 1992-10 | $160,047 |
| 13 | James And Pauline Hackbarth Foundation Inc | 6654 Castlebrook Way Sw, Ocean Isl Bch, NC 28469-5620 | NC | 2005-12 | $3,140,960 |
| 14 | James B Hunt Jr Institute For Educational Leadership And Policy | 1000 Park Forty Plz Ste 280, Durham, NC 27713-5260 | NC | 2002-03 | $3,444,418 |
| 15 | James B Neely Foundation | 101 Sunset Ave, Asheboro, NC 27203-5607 | NC | 1976-05 | $13 |
| 16 | James Bond Fund Tua | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 2003-02 | $882,473 |
| 17 | James C Goodnight Jr Foundation | PO BOX 287, Boone, NC 28607-0287 | NC | 2003-03 | $152,213 |
| 18 | James E & Mary Z Bryan Foundation | PO BOX 29522, Raleigh, NC 27626-0522 | NC | 1959-08 | $2,572,770 |
| 19 | James E Harris Jr Charitable Foundation | PO BOX 11408, Charlotte, NC 28220-1408 | NC | 1989-03 | $115,464 |
| 20 | James E Hoyle Charitable Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2000-01 | $500,454 |
Organization representatives - add corrected or new information about James A Bolonda Foundation »
Non-representatives - add comments about James A Bolonda Foundation»