Shults-Lewis Child & Fam Service Tr 21611-00 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
| Shults-Lewis Child & Fam Service Tr 21611-00 | |
| Employer Identification Number (EIN) | 046651466 |
| Name of Organization | Shults-Lewis Child & Fam Service Tr 21611-00 |
| In Care of Name | Massachusetts Co Inc Ttee |
| 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 | 10/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $540,719 |
| Amount of Income | $350,319 |
| Form 990 Revenue Amount | $5,172 |
Non-representatives - add comments:
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 | $11,750 | $15,952 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,952 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $37,213 | $6,747 | $0 | $30,428 |
| Compensation of officers, directors, trustees, etc. | $8,996 | |||
| Total operating and administrative expenses | $9,469 | $6,747 | $2,684 | |
| Contributions, gifts, grants paid | $27,744 | |||
| Excess of revenue over expenses and disbursements | $-25,463 | |||
| Net investment income | $9,205 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $568,590 | $570,209 |
| 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 | $564,742 | |
| Other | $3,848 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $568,590 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-4,202 |
| 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 | $184 |
| Total credits and payments | $20 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $20 |
| 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 | $164 |
| 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 | $575,398 |
| Net value of noncharitable-use assets | $566,760 |
| Minimum investment return | $28,338 |
| Distributable Amount (for 2012) | |
| Distributable amount | $28,154 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $28,154 |
| 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 | Shepherds Theological Seminary Inc | 6051 Tryon Rd, Cary, NC 27518-9316 | NC | 2004-09 | $1,333,499 |
| 2 | Shepherds Vineyard Swim & Tennis Club Inc | PO BOX 612, Apex, NC 27502-0612 | NC | 1998-11 | $191,413 |
| 3 | Sherwood Swim & Racquet Club | 100 Alma Pinnix Dr, Greensboro, NC 27405-4348 | NC | 1964-11 | $718,414 |
| 4 | Shining Hope Farms | 328 Whippoorwill Ln, Mount Holly, NC 28120-9765 | NC | 2002-08 | $373,380 |
| 5 | Shining Stars | 1844 Sterling Rd, Charlotte, NC 28209-1608 | NC | 1999-12 | $47,576 |
| 6 | Shirley Caesar Outreach Ministries Inc | 3310 Croasdaile Dr Ste 902, Durham, NC 27705-6806 | NC | 1982-12 | $52,227 |
| 7 | Shoals Elementary School P T O | Po Box 1626, Pilot Mountain, NC 27041 | NC | 1994-10 | $16,643 |
| 8 | Shooting Creek Volunteer Fire Dept | PO BOX 1334, Hayesville, NC 28904-1334 | NC | 1988-12 | $94,003 |
| 9 | Show Gods Love Inc, Show Gods Love | 5616 Barham Ct, Raleigh, NC 27613-5721 | NC | 2008-06 | $15,114 |
| 10 | Shuford Industries Foundation Inc | PO BOX 70, Valdese, NC 28690-0070 | NC | 1980-06 | $45,000 |
| 11 | Shults-Lewis Child & Fam Service Tr 21611-00 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1991-10 | $350,319 |
| 12 | Sickle Cell Disease Association Of America Inc | P O Box 5253, Jacksonville, NC 28540 | NC | 1983-02 | $415,478 |
| 13 | Sidney & Helen Correll Ministries Inc | PO BOX 7705, Charlotte, NC 28241-7705 | NC | 1979-11 | $767,305 |
| 14 | Sidney A Lenger Charitable Trust, Hankins Christine L Ttee | 421 Gatewood Ave, High Point, NC 27262-4717 | NC | 2003-09 | $152,197 |
| 15 | Sidney J Harris Charitable Trust, Nation State Bank Tr Dept | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | 1993-07 | $675,961 |
| 16 | Sidney Volunteer Fire Department Inc | 6755 N Savannah Rd, Belhaven, NC 27810-9117 | NC | 1983-03 | $102,621 |
| 17 | Sierra Leone Association In The Triad | PO BOX 2212, Greensboro, NC 27402-2212 | NC | 2002-12 | $5,249 |
| 18 | Sigma Alpha Epsilon Fraternity, North Carolina Theta Chapter | PO BOX 7187, Davidson, NC 28035-7187 | NC | 1940-11 | $186,215 |
| 19 | Sigma Alpha Iota Fraternity, National Headquaters | 1 Tunnel Rd, Asheville, NC 28805-1229 | NC | 1945-12 | $1,269,306 |
| 20 | Sigma Chi Fraternity, Delta Epsilon Chapter-N C State Uni | 4 Maiden Ln, Raleigh, NC 27607-7355 | NC | 1960-10 | $149,180 |
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