Jeanette Bach Tashjian Trust Nect Uw 1513850360 in Winston Salem, North Carolina (NC)

Organization representatives - add corrected or new information about Jeanette Bach Tashjian Trust Nect Uw 1513850360 »

Non-representatives - add comments about Jeanette Bach Tashjian Trust Nect Uw 1513850360»

Jeanette Bach Tashjian Trust Nect Uw 1513850360
Employer Identification Number (EIN)236208903
Name of OrganizationJeanette Bach Tashjian Trust Nect Uw 1513850360
Address1 W 4th St 4th Floor, Winston Salem, NC 27101-3818
ActivitiesNon-exempt charitable trust described in section 4947(a)(1) of the Code
Subsection4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date12/1970
FoundationAll organizations except 501(c)(3)
Exempt Organization StatusTrust described in section 4947(a)(2) of the IR Code
Tax Period05/2014
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$766,765
Amount of Income$321,538
Form 990 Revenue Amount$6,890

Non-representatives - add comments:


Your IP address will be logged.

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$36,790$36,331$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$17,980
Gross rents$0
Gross sales price for all assets$303,558
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$42,963$10,351$0$30,917
Compensation of officers, directors, trustees, etc.$13,473
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$800
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$16,214$10,351$4,168
Contributions, gifts, grants paid$26,749
Excess of revenue over expenses and disbursements$-6,173
Net investment income$25,980
Adjusted net income$0
Balance Sheets
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$754,394$780,108$773,564$853,049$766,765$890,910
Cash - non-interest-bearing$0$0$47
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$0$0$0
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Other assets$0$0
Total liabilities$0$0$0
Total liabilities and net assets/fund balances$754,394$773,564$766,765
Capital Gains and Losses for Tax on Investment Income
Capital gain net income$0$38,467$18,810
Net capital loss$-18,450$0$0
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$329$1,012$520
Total credits and payments$1,123$329$1,012
Current year estimated tax payments and previous year's overpayment credited to current year$1,123$329$1,012
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$683$0
Amount to be credited to next year's estimated tax$329$0$492
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
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?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
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?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041YesYes
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?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
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?NoNo
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?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
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?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
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?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
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?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
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?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$804,215$836,497$874,677
Net value of noncharitable-use assets$823,950$861,557
Minimum investment return$39,608$41,198$43,078
Distributable Amount
Distributable amount$39,279$40,186$42,558
Undistributed Income
Distributable amount for this year$39,279$40,186$42,558
Undistributed income for this year. This amount must be distributed in the next year$18,818$26,756$38,397
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
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
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$17,980$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:
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend Jeanette Bach Tashjian Trust Nect Uw 1513850360 to others? (optional)
Add photo of Jeanette Bach Tashjian Trust Nect Uw 1513850360 (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in North Carolina
IdNameAddressStateEstablishedTotal Income
1Jazz Preservation Society Of NewbernPO BOX 14463, New Bern, NC 28561-4463NC2004-06$1
2Jb Endowment Tr Uw Lillian Recreation1 W 4th St 4th Fl, Winston Salem, NC 27101-3818NC2002-06$120,583
3Jck Foundation Inc8731 Lake Challis Ln, Charlotte, NC 28226-2666NC2007-02$15,000
4Jd Butler And Alice W Butler Memorial Scholarship Foundation, Southeast Bank Na Trustee1 W 4th St 4th Fl, Winston Salem, NC 27101-3818NC1988-06$2,160,258
5Jean & Taylor Brooks Foundation Inc2110 Carlisle Rd, Greensboro, NC 27408-5014NC2007-02$1
6Jean And Stewart Thiemkey Scholarship Foundation44 Hunting Lodge Dr, Black Mtn, NC 28711-9799NC1999-07$55,757
7Jean G Miller Charitable Trust1 W 4th St 4th Fl, Winston Salem, NC 27101-3818NC2007-06$35,635
8Jean Harvey Williams FoundationC/O Emily Exum 2109 St George Pl, Kinston, NC 28503NC2000-01$44,418
9Jean Koch Evangelistic Association8812 Windjammer Dr, Raleigh, NC 27615-2713NC1992-12$5,203
10Jean S Dreidlein Irrev Tr 15190455311 W 4th St 4th Fl, Winston Salem, NC 27101-3818NC2009-01$164,038
11Jeanette Bach Tashjian Trust Nect Uw 15138503601 W 4th St 4th Floor, Winston Salem, NC 27101-3818NC1970-12$321,538
12Jeanette Chetwood Trust, 15130928031525 W Wt Harris Blvd D1114-044, Charlotte, NC 28288-0001NC$0
13Jeanne Chaveau Trust1 W 4th St Fl Mac D4000-041, Winston Salem, NC 27101-3818NC1972-06$147,668
14Jeff Adams Youth Foundation5124 Green Rea Rd, Charlotte, NC 28226-8028NC2007-04$30,038
15Jeff Andler Ministries7410 Apple Creek Dr, Mint Hill, NC 28227-5239NC2003-06$138,199
16Jeff Davis Dill & Earline B Dill FoundationPO BOX 2907, Wilson, NC 27894-2907NC2002-03$84,513
17Jeff Gordon Childrens Foundation4325 Papa Joe Hendrick Blvd, Charlotte, NC 28262-5701NC2000-03$2,219,619
18Jeff Penn Foundation1 W 4th St 4th Fl, Winston Salem, NC 27101-3818NC1960-08$2,688,113
19Jefferson Day SchoolPO BOX 25286, Winston Salem, NC 27114NC1992-04$159,514
20Jefferson Housing IncPO BOX 1254, Dunn, NC 28335-1254NC1994-05$202,454 is not associated with, endorsed by, or sponsored by Jeanette Bach Tashjian Trust Nect Uw 1513850360 and has no official or unofficial affiliation with Jeanette Bach Tashjian Trust Nect Uw 1513850360