Underhill Society Of America 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
| Underhill Society Of America | |
| Employer Identification Number (EIN) | 066036800 |
| Name of Organization | Underhill Society Of America |
| In Care of Name | Jay Tucker |
| Address | 1033 Oleta Mill Trl, Hendersonvlle, NC 28792-4416 |
| Activities | Historical site, records or reenactment |
| Subsection | Charitable Organization |
| Ruling Date | 10/1961 |
| Deductibility | Contributions are not deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| 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 | $366,642 |
| Amount of Income | $208,487 |
| Form 990 Revenue Amount | $131,343 |
Non-representatives - add comments:
Revenue 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 | $131,343 | $117,593 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $3 | |||
| Dividends and interest from securities | $18,823 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $13,750 | |||
| Other | $98,767 | |||
| Total expenses and disbursements | $31,087 | $958 | $0 | $28,558 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $31,087 | $958 | $28,558 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $100,256 | |||
| Net investment income | $116,635 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $267,818 | $463,606 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $115,949 | |
| Investments-corporate bonds | $133,607 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $18,262 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $267,818 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $98,767 |
| 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 | $1,166 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $7 |
| Tax due | $1,173 |
| 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? | 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 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 | $458,547 |
| Net value of noncharitable-use assets | $451,660 |
| Minimum investment return | $22,583 |
| Distributable Amount (for 2012) | |
| Distributable amount | $21,417 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $21,417 |
| 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 | Triangle Industry Liaison Group | PO BOX 14013, Durham, NC 27709-4013 | NC | 2005-08 | $28,884 |
| 2 | Veterans Of Foreign Wars Of The United States Dept Of Nc, 5631 Stanley Mcleod Post | PO BOX 875, Sanford, NC 27331-0875 | NC | 1965-01 | $348,115 |
| 3 | Wylie3 Solutions Inc | 5712 Mcchesney Dr, Charlotte, NC 28269-7190 | NC | 2007-11 | $0 |
| 4 | Zeta Phi Beta Sorority Inc, Tau Epsilon Zeta | PO BOX 1353, Hope Mills, NC 28348-1353 | NC | 1960-01 | $1,664 |
| 5 | Zookeeper Ministries Inc | Po Box 1111, Jamestown, NC 27282 | NC | 2013-08 | $19,476 |
| 6 | Alligator River Watermans Association | 300 Reynolds Rd, Columbia, NC 27925 | NC | 2009-02 | $12,600 |
| 7 | Charlotte Area Liaison Group | Po Box 470232, Charlotte, NC 28247 | NC | 1994-01 | $98,448 |
| 8 | Eastern District Of The North Carolina State Optometric Society | 150 Fayetteville Street Ste 920, Raleigh, NC 27601 | NC | 2011-11 | $21,150 |
| 9 | Infinite Degree | PO BOX 508, Pembroke, NC 28372-0508 | NC | 2002-08 | $1 |
| 10 | Judea Reform Congregation Cemetery | 1933 West Cornwallis Rd, Durham, NC 27706 | NC | 2013-08 | $0 |
| 11 | Underhill Society Of America | 1033 Oleta Mill Trl, Hendersonvlle, NC 28792-4416 | NC | 1961-10 | $208,487 |
| 12 | Hooper George H Charitable Trust | 1 W 4th St Fl 2, Winston Salem, NC 27101-3818 | NC | 2013-11 | $378,699 |
| 13 | Paulina And Stephen Cepreghy Charitable Foundation | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2012-11 | $10,468 |
| 14 | Potasz Memorial Bank Tua 717449 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1975-10 | $186,776 |
| 15 | Shouse James L Charitable Tua | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2012-10 | $1,384,388 |
| 16 | August F & J A Kostenbader Trustn U W | 1 W 4th St 4th Floor Mac D4000-041, Winston Salem, NC 27101-3818 | NC | $79,772 | |
| 17 | Baylor College Of Medicine Employee-Contribution Veba Tr | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262-8551 | NC | 2012-09 | $865,165 |
| 18 | Korean Senior Citizen Center Ofcharlotte | 22 Maple Ave, Gastonia, NC 28054-3020 | NC | 2013-08 | $26,300 |
| 19 | North Carolina Lithuanian Community, Nclc | 200 Millicent Way, Morrisville, NC 27560-7296 | NC | 2012-03 | $1,500 |
| 20 | Pta North Carolina Congress, Hall Woodward Elementary Schooll Pta | 125 Nicholson Rd, Winston Salem, NC 27107 | NC | 1985-05 | $7,681 |
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