Andrew R Bradley Residuary Trust 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
| Andrew R Bradley Residuary Trust | |
| Employer Identification Number (EIN) | 066020078 |
| Name of Organization | Andrew R Bradley Residuary Trust |
| Address | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1970 |
| 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 | $738,595 |
| Amount of Income | $309,383 |
| Form 990 Revenue Amount | $77,484 |
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 | $53,305 | $53,009 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $19,459 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $33,846 | |||
| Total expenses and disbursements | $37,106 | $8,661 | $0 | $26,079 |
| Compensation of officers, directors, trustees, etc. | $11,069 | |||
| Total operating and administrative expenses | $17,382 | $8,661 | $6,355 | |
| Contributions, gifts, grants paid | $19,724 | |||
| Excess of revenue over expenses and disbursements | $16,199 | |||
| Net investment income | $44,348 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $752,093 | $770,889 |
| 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 | $734,628 | |
| Other | $17,465 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $752,093 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $33,846 |
| 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 | $887 |
| Total credits and payments | $1,383 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,383 |
| 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 | $0 |
| Overpayment | $496 |
| Amount to be credited to 2013 estimated tax | $496 |
| 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 | $765,421 |
| Net value of noncharitable-use assets | $753,940 |
| Minimum investment return | $37,697 |
| Distributable Amount (for 2012) | |
| Distributable amount | $36,810 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $36,810 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $30,455 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Now Covenant Word Ministries in Winston Salem, NC
 |
|
Centers For Spiritual Living, Csl Asheville in Asheville, NC
|
| Kyle Busch Foundation in Mooresville, NC |
|
Marine Corps League, Marine Corps League Cherokee Detachment 1011 in Murphy, NC
|
| Colonial Capital Humane Society in New Bern, NC |
|
Living Church Of God International Inc in Charlotte, NC
|
Greensboro Cheetahs in Greensboro, NC
 |
|
Life Changing International Church Inc in High Point, NC
|
| Mission Servants Ministries in Charlotte, NC |
|
Bikers For Christ Sandhills Chapter in Dunn, NC
|
| Other organizations in North Carolina | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Anderson Township Volunteer Fire Department | 225 Baynes Rd, Burlington, NC 27217-9305 | NC | 1983-04 | $122,983 |
| 2 | Andew V Cazenavg Memorial Fund | 1 W 4th St 4th Fl Trust Tax Dept, Winston Salem, NC 27101-3818 | NC | 1976-12 | $381,897 |
| 3 | Andreas H Bechtler Arts Foundation | 420 S Tryon St, Charlotte, NC 28202-1937 | NC | 2001-08 | $2,620,220 |
| 4 | Andres Memorial Trust Norwest Bank Des Moines Ttee | 1 W 4th St 4th Fl Wells Fargo Bank, Winston Salem, NC 27101-3818 | NC | 1986-02 | $358,734 |
| 5 | Andrew A & Mary R Hendricks Family Foundation | 103 Rosewood Dr, Lumberton, NC 28358-2752 | NC | 2003-09 | $28,195 |
| 6 | Andrew And Beth Quartapella Foundation | 935 Queens Rd, Charlotte, NC 28207-1631 | NC | 2009-05 | $2,518 |
| 7 | Andrew College Education Fund | 1 W 4th St, Winston Salem, NC 27101-3818 | NC | 1975-11 | $32,055 |
| 8 | Andrew E Vanstrom Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1979-03 | $1,330,020 |
| 9 | Andrew J Mcgowan Tr, 1513892805 | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | 2007-04 | $348,067 |
| 10 | Andrew M Campbell Memorial Scholarship Fund Inc | 3908 Pomfret Ln, Charlotte, NC 28211-3730 | NC | 1999-11 | $1,576 |
| 11 | Andrew R Bradley Residuary Trust | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1970-12 | $309,383 |
| 12 | Andrew Simes Jessup Family Memorial Scholarship Fund | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1993-11 | $196,978 |
| 13 | Andrews Chamber Of Commerce Inc | Po Box 800, Andrews, NC 28901 | NC | 1986-04 | $15,974 |
| 14 | Andrews Ministerial Association Of Andrews North Carolina, Cherokee County Ministrial Assoc | 31 Peachtree St, Murphy, NC 28906-2940 | NC | 1992-03 | $27,201 |
| 15 | Andrews Valley Initiative | PO BOX 868, Andrews, NC 28901-0868 | NC | 2004-08 | $937 |
| 16 | Andy Lineberry Sports Center Inc | 2709 Farmer Rd, Denton, NC 27239-8661 | NC | 1994-05 | $1,269 |
| 17 | Andys Charitable Foundation Inc | 102 Commercial Ave, Mount Olive, NC 28365-8695 | NC | 2006-08 | $178,472 |
| 18 | Children Of Yahweh Foundation Inc | 20867 Seven Creeks Hwy, Tabor City, NC 28463-9369 | NC | 1998-01 | $5,556 |
| 19 | Angel Dreams Inc | 756 Georgie St, Troutman, NC 28166-9613 | NC | 2005-01 | $10,116 |
| 20 | Angel Elite Sports Program | 201 E Livermore Drive, Pembroke, NC 28372 | NC | 2007-06 | $169,369 |
Organization representatives - add corrected or new information about Andrew R Bradley Residuary Trust »
Non-representatives - add comments about Andrew R Bradley Residuary Trust»