Delia Geary Trust Fbo Marys Cemetary 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
| Delia Geary Trust Fbo Marys Cemetary | |
| Employer Identification Number (EIN) | 066111722 |
| Name of Organization | Delia Geary Trust Fbo Marys Cemetary |
| In Care of Name | Union Trust Co Ttee |
| Address | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 |
| Activities | Perpetual (care fund (cemetery, columbarium, etc), Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1975 |
| 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 | $710,797 |
| Amount of Income | $344,727 |
| Form 990 Revenue Amount | $39,069 |
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 | $64,709 | $64,369 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $19,011 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $45,698 | |||
| Total expenses and disbursements | $28,913 | $8,255 | $0 | $20,100 |
| Compensation of officers, directors, trustees, etc. | $10,682 | |||
| Total operating and administrative expenses | $14,398 | $8,255 | $5,585 | |
| Contributions, gifts, grants paid | $14,515 | |||
| Excess of revenue over expenses and disbursements | $35,796 | |||
| Net investment income | $56,114 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $713,851 | $735,853 |
| 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 | $682,309 | |
| Other | $31,542 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $713,851 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $45,698 |
| 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 | $1,122 |
| Total credits and payments | $632 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $632 |
| 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 | $490 |
| 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 | $715,858 |
| Net value of noncharitable-use assets | $705,120 |
| Minimum investment return | $35,256 |
| Distributable Amount (for 2012) | |
| Distributable amount | $34,134 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $34,134 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $16,704 |
| 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 | Deez Doorz | 2103 East Florida Street, Greensboro, NC 27401 | NC | 2004-08 | $0 |
| 2 | Dehart Botanical Gardens Inc | 3585 Us 401 Hwy S, Louisburg, NC 27549-9056 | NC | 1985-02 | $6,001 |
| 3 | Deichman-Lerner Foundation 2600 Charlotte Plaza | 8310 Technology Dr, Charlotte, NC 28262-3387 | NC | 1985-10 | $45,000 |
| 4 | Deily Allentown Hospital 1513077492, First Union National Bank | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2003-09 | $79,410 |
| 5 | Deily Residuary 1513077517 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2003-09 | $567,134 |
| 6 | Delancey Street North Carolina | 811 N Elm St, Greensboro, NC 27401-1510 | NC | 1988-06 | $672,977 |
| 7 | Delaware Valley Development Housing Inc | 1306 Ivy Meadow Drive 518, Charlotte, NC 28213 | NC | 2006-04 | $0 |
| 8 | Delema G Deaver Fund 08586-00-D | 1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28262 | NC | 1995-02 | $4,869,667 |
| 9 | Deleon Carter Foundation | PO BOX 8386, Rocky Mount, NC 27804-1386 | NC | 1988-05 | $677,595 |
| 10 | Delhom Service League Of The Mint Museum Of Art | 2730 Randolph Rd, Charlotte, NC 28207-2012 | NC | 1976-11 | $60,208 |
| 11 | Delia Geary Trust Fbo Marys Cemetary | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1975-02 | $344,727 |
| 12 | Della Lucille Hazelton Charitable Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1989-08 | $18,391 |
| 13 | Dellwood Cemetery Corporation | 487 Julia Ln, Maggie Valley, NC 28751-8848 | NC | 1982-04 | $530 |
| 14 | Delmarva Education Association | 3780 Will Scarlet Rd, Winston Salem, NC 27104-1649 | NC | 2003-11 | $2,116,999 |
| 15 | Delphine L Mccarty 2 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2000-01 | $638,045 |
| 16 | Delta Beta House Association Of Kappa Kappa Gamma Fraternity, Kappa Kappa Gamma | 5 Firethorn Ct, Durham, NC 27712-3000 | NC | 1996-05 | $11,793 |
| 17 | Delta Delta Delta National House Corporation, Alpha Sigma House Corporation | 407 E Franklin St, Chapel Hill, NC 27514-3709 | NC | 1957-03 | $193,819 |
| 18 | Delta Epsilon Of Sigma Chi Inc | 3057 Wycliff Rd, Raleigh, NC 27607-3038 | NC | 2003-08 | $192,186 |
| 19 | Delta Gamma Fraternity, Chapel Hill Alumnae Chapter | 110 Vintage Dr, Chapel Hill, NC 27516 | NC | 1970-08 | $0 |
| 20 | Delta Kappa Epsilon Council, Beta Dke Inc Restoration Fund | PO BOX 14, Carrboro, NC 27510-0014 | NC | 1943-01 | $459,492 |
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