Susan Morse Hilles Trust Fbo Alice I Caldwell Et Als, Union Trust Co Tax Dept Cunhom 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
| Susan Morse Hilles Trust Fbo Alice I Caldwell Et Als, Union Trust Co Tax Dept Cunhom | |
| Employer Identification Number (EIN) | 066020308 |
| Name of Organization | Susan Morse Hilles Trust Fbo Alice I Caldwell Et Als |
| Secondary Name | Union Trust Co Tax Dept Cunhom |
| Address | 1 W 4th Street D4000-041, Winston Salem, NC 27101-3818 |
| 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 | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $364,829 |
| Amount of Income | $183,987 |
| Form 990 Revenue Amount | $16,856 |
Non-representatives - add comments:
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 | $21,915 | $21,852 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $11,067 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $10,848 | |||
| Total expenses and disbursements | $17,605 | $5,257 | $0 | $11,999 |
| Compensation of officers, directors, trustees, etc. | $6,825 | |||
| Total operating and administrative expenses | $8,062 | $5,257 | $2,456 | |
| Contributions, gifts, grants paid | $9,543 | |||
| Excess of revenue over expenses and disbursements | $4,310 | |||
| Net investment income | $16,595 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $351,385 | $430,580 |
| Cash - non-interest-bearing | $729 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $193,591 | |
| Investments-corporate bonds | $9,000 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $128,474 | |
| Other | $19,591 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $351,385 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $10,848 |
| 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 | $332 |
| Total credits and payments | $208 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $208 |
| 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 | $124 |
| 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 | $421,436 |
| Net value of noncharitable-use assets | $415,120 |
| Minimum investment return | $20,756 |
| Distributable Amount (for 2012) | |
| Distributable amount | $20,424 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $20,424 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $14,904 |
| 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 | Surry Arts Council | PO BOX 141, Mount Airy, NC 27030-0141 | NC | 1969-12 | $1,052,678 |
| 2 | Surry Central Booster Club Inc | PO BOX 1099, Dobson, NC 27017-1099 | NC | 1992-01 | $111,305 |
| 3 | Surry Community College Foundation | 630 S Main St, Dobson, NC 27017-8432 | NC | 1968-06 | $1,257,381 |
| 4 | Surry County Early Childhood Partnership Inc | 101 West Lebanon Street Suite 106, Mount Airy, NC 27030-2935 | NC | 1996-08 | $1,769,734 |
| 5 | Surry County Economic Development Partnership Inc | PO BOX 7128, Mount Airy, NC 27030-7128 | NC | 1996-04 | $312,334 |
| 6 | Surry County Friends Of Youth Incorporated | 1151 West Lebanon Street Suite 200, Mount Airy, NC 27030-2225 | NC | 1977-02 | $337,850 |
| 7 | Surry Homeless And Affordable Housing Coalition | 1325 W Pine St Ste 205, Mount Airy, NC 27030-3308 | NC | 2002-07 | $163,020 |
| 8 | Surry Medical Ministries Foundation Inc | PO BOX 349, Mount Airy, NC 27030-0349 | NC | 1997-12 | $80,097 |
| 9 | Surry-Yadkin Electric Membership Corporation | PO BOX 305, Dobson, NC 27017-0305 | NC | 1961-03 | $51,304,619 |
| 10 | Surry-Yadkin Residential Services | PO BOX 926, Mount Airy, NC 27030-0926 | NC | 1984-05 | $1,276,893 |
| 11 | Susan Morse Hilles Trust Fbo Alice I Caldwell Et Als, Union Trust Co Tax Dept Cunhom | 1 W 4th Street D4000-041, Winston Salem, NC 27101-3818 | NC | $183,987 | |
| 12 | Sustainable Furniture Council Inc | 100 East King St Suite 1, Edenton, NC 27932-1956 | NC | 2009-03 | $220,608 |
| 13 | Sustainable Jobs Development Corporation | 200 N Mangum Ste 203, Durham, NC 27701-3307 | NC | 2001-10 | $169,099 |
| 14 | Sustainable Sandhills | PO BOX 144, Fayetteville, NC 28302-0144 | NC | 2005-09 | $135,788 |
| 15 | Suttle Family Foundation | 1232 Brookwood Rd, Shelby, NC 28150-4200 | NC | 1997-07 | $2,041 |
| 16 | Sutton Community Development Corporation | 2581 Promise Land Rd, La Grange, NC 28551-7004 | NC | 2001-09 | $1 |
| 17 | Suzuki School Of The Arts | PO BOX 3589, Hickory, NC 28603-3589 | NC | 1988-09 | $173,900 |
| 18 | Swain Community Education Foundation Inc | 890 Jenkins Branch Rd N, Bryson City, NC 28713-4514 | NC | 2004-04 | $85,667 |
| 19 | Swain County Focal Point On Aging Inc | 125 Brendle St, Bryson City, NC 28713-6976 | NC | 1987-12 | $56,418 |
| 20 | Swain County Rescue Squad Inc | PO BOX 606, Bryson City, NC 28713-0606 | NC | 1981-04 | $88,779 |
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