The@peggy Ann Triplett Foundation, William A Vestal Ttee in Wilmington, North Carolina (NC)

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The@peggy Ann Triplett Foundation, William A Vestal Ttee
Employer Identification Number (EIN)266276685
Name of OrganizationThe@peggy Ann Triplett Foundation
Secondary NameWilliam A Vestal Ttee
In Care of NameScott & Stringfellow Inc
Address2512 Independence Blvd Ste 100, Wilmington, NC 28412-2469
SubsectionCharitable Organization
Ruling Date08/2008
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$6,893,959
Amount of Income$3,509,724
Form 990 Revenue Amount$839,178
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations

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Amount of income in 2012: $3,509,724 (it was $839,178 in 2011)
The@peggy Ann Triplett Foundation, William A Vestal Ttee: 

Other organizations performing similar types of work: 


Assets in 2012: $6,893,959 (it was $6,838,692 in 2011)
The@peggy Ann Triplett Foundation, William A Vestal Ttee: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$839,178$839,178$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$71,498
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$559,516$197,037$0$360,000
Compensation of officers, directors, trustees, etc.$187,160
Total operating and administrative expenses$199,516$197,037$0
Contributions, gifts, grants paid$360,000
Excess of revenue over expenses and disbursements$279,662
Net investment income$642,141
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$6,838,692$5,689,596
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
Total liabilities$1
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$6,838,692
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$767,680
Net capital loss$0
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$6,421
Total credits and payments$9,500
2011 estimated tax payments and 2010 overpayment credited to 2011$0
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$9,500
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$57
Amount to be credited to 2012 estimated tax$3,022
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?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 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$6,570,885
Net value of noncharitable-use assets$6,472,320
Minimum investment return$323,616
Distributable Amount (for 2011)
Distributable amount$317,195
Undistributed Income (for 2011)
Distributable amount for 2011$317,195
Undistributed income for 2011. This amount must be distributed in 2012$121,854
Private Operating Foundations (for 2011)
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
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Phil & Gerry Rominger Foundation100 Chesapeake Way, Chapel Hill, NC 27516-7785NC2001-06$26,094,616
2Belk Foundation2801 W Tyvola Rd, Charlotte, NC 28217-4525NC2009-07$19,059,997
3Good Samaritan FoundationPO BOX 1083, Wadesboro, NC 28170-1083NC2009-09$10,406,796
4Gratis Foundation1525 Wwt Harris Blvd Wfna, Charlotte, NC 28288-0001NC2009-02$8,448,876
5The Good Shepherd Fund1525 W W T Harris Blvd, Charlotte, NC 28262-8522NC2003-07$4,664,767
6Lawrence E Pope Foundation1349 S Park Dr Ste C, Kernersville, NC 27284-3887NC2010-07$3,954,306
7Tsh Charitable Foundation2425 N Center Street 362, Hickory, NC 28601-1320NC2009-08$3,613,654
8Seh Tabitha Foundation Inc128 S Tryon St Ste 1580, Charlotte, NC 28202-5007NC2007-03$3,563,444
9K Josh Mize & Wynona Owen Mize Charitable Trust Dtd 2-23-10PO BOX 2907, Wilson, NC 27894-2907NC2011-04$3,537,223
10The@peggy Ann Triplett Foundation, William A Vestal Ttee2512 Independence Blvd Ste 100, Wilmington, NC 28412-2469NC2008-08$3,509,724
11James And Mildred Wilkinson Charitable TrustPO BOX 11293, Durham, NC 27703-0293NC2010-05$3,230,122
12Samuel L Phillips Family Foundation1525 W Wt Harris Blvd, Charlotte, NC 28288-0001NC2002-03$3,068,174
13Bruno William Selmi Mrtl Tr1 West 4th Street D4000-041, Winston Salem, NC 27101-3818NC2009-07$3,060,193
14The@dee-Dee And Cam Harris Family Foundation3247 Seven Eagles Rd, Charlotte, NC 28210-5938NC2009-02$2,974,413
15Stanley Family Foundation174 Evergreen Ln, Boone, NC 28607-8458NC2005-03$2,181,295
16The Robert E Mason Foundation1550 Queens Rd, Charlotte, NC 28207-2504NC2000-11$1,902,240
17Sara Smith Self Foundation1001 W 4th St, Winston-Salem, NC 27101-2410NC2005-11$1,645,521
18Fred And Nancy Brumley Fdn1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28288-0001NC2010-02$1,328,349
19Tyche FoundationPO BOX 811, Chapel Hill, NC 27514-0811NC2007-09$1,189,630
20Sj Edwards FoundationPO BOX 9987, Greensboro, NC 27429-0987NC2009-12$1,120,556
21The@lewis A And Donna M Patterson Charitable Foundation, Lewis A Patterson Ttee1525 W W T Harris Blvd, Charlotte, NC 28262-8522NC2006-10$1,012,792
22S Willard Coleman Est Nhc Swc Fd 210177a1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28288-0001NC2003-01$935,430
23Wellons Family FoundationPO BOX 1018, Morehead City, NC 28557-1018NC2000-05$837,253
24Rudisill Family Foundation6435 Westport Dr, Wilmington, NC 28409-9095NC2007-05$758,567
25Albert A Walters Foundation Tr 25138951971 W 4th St D4000-041, Winston Salem, NC 27101-3818NC2010-08$746,563
26Whichard Family Foundation1692 E Arlington Blvd, Greenville, NC 27858-5871NC2000-03$661,978
27Mary Murrill Oakes Family Private Foundation Uad 12-21-071027 Baron Rd, Weddington, NC 28173NC2010-04$621,002
28Kevin Harvick Foundation703 Park Lawn Ct, Kernersville, NC 27284-8967NC2010-03$534,639
29Wagner Agape Foundation101 S Elm Street, Greensboro, NC 27401-2698NC2003-10$521,661
30Smith M U Lankenau 15190336881525 W Wt Harris Blvd D1114-044, Charlotte, NC 28288-0001NC2000-01$507,859
Number of organizations performing similar types of work
District of Columbia99
North Carolina473
North Dakota13
New Hampshire63
New Jersey816
New Mexico71
New York2,349
Rhode Island165
South Carolina127
South Dakota31
West Virginia44
Total19,416 is not associated with, endorsed by, or sponsored by The@peggy Ann Triplett Foundation, William A Vestal Ttee and has no official or unofficial affiliation with The@peggy Ann Triplett Foundation, William A Vestal Ttee