John D Pulling Fund Tr 827 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
| John D Pulling Fund Tr 827 | |
| Employer Identification Number (EIN) | 066041781 |
| Name of Organization | John D Pulling Fund Tr 827 |
| In Care of Name | Wachovia Bank Na |
| Address | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1973 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $832,944 |
| Amount of Income | $102,262 |
| Form 990 Revenue Amount | $67,037 |
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 | $27,361 | $27,226 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $27,025 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $336 | |||
| Total expenses and disbursements | $37,956 | $9,661 | $0 | $26,358 |
| Compensation of officers, directors, trustees, etc. | $12,478 | |||
| Total operating and administrative expenses | $15,523 | $9,661 | $3,925 | |
| Contributions, gifts, grants paid | $22,433 | |||
| Excess of revenue over expenses and disbursements | $-10,595 | |||
| Net investment income | $17,565 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $845,165 | $929,699 |
| 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 | $830,880 | |
| Other | $14,285 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $845,165 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $336 |
| 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 | $351 |
| Total credits and payments | $1,156 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,156 |
| 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 | $805 |
| Amount to be credited to 2013 estimated tax | $351 |
| 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 | $889,891 |
| Net value of noncharitable-use assets | $876,540 |
| Minimum investment return | $43,827 |
| Distributable Amount (for 2012) | |
| Distributable amount | $43,476 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $43,476 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $28,528 |
| 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 | John B Hinton Anna L Hinton And George H Hinton Memorial Fund | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1986-08 | $549,100 |
| 2 | John B Suther & Margaret L Bridgers Ttee Uw Ollie V Suther | 1 W 4th St Rth Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1981-03 | $1,266,131 |
| 3 | John B Walk Tr Uw Fbo F Shultz | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2005-02 | $37,360 |
| 4 | John C Book Fbo Charities Ir-Tua 1519189261 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2006-10 | $39,099 |
| 5 | John C Slane Foundation | 1210 W Westwood Ave, High Point, NC 27262-3622 | NC | 1985-02 | $48,341 |
| 6 | John Chavis Historical Society | Po Box 1737- 1325 Raleigh Rd, Oxford, NC 27565 | NC | 2014-08 | $0 |
| 7 | John Clinton Donavon Prichard Iii Memorial Scholarship Inc | 134 Woodridge Dr, Taylorsville, NC 28681-8432 | NC | 1984-01 | $673 |
| 8 | John Crosland Iii Charitable Foundation | 9221 Heydon Hall Cir, Charlotte, NC 28210-6063 | NC | 2004-04 | $30,774 |
| 9 | John D Gruwell Trust | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 2002-08 | $569,499 |
| 10 | John D Moore Housing Inc | PO BOX 1706, Washington, NC 27889-1706 | NC | 2006-07 | $169,011 |
| 11 | John D Pulling Fund Tr 827 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1973-08 | $102,262 |
| 12 | John Day Jackson Trust U/D | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1972-08 | $384,888 |
| 13 | John Dickinson Testamentary Tr Fbo Kanawha Salines Preseyterian Churc | PO BOX 2907, Wilson, NC 27894-2907 | NC | 1977-09 | $13,146 |
| 14 | John E Lentz Char Tr Uw | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1973-05 | $87,475 |
| 15 | John F Kelly And Katharine W Kelly Foundation Inc | 910 E Massachusetts Ave, Southern Pnes, NC 28387-6734 | NC | 1976-03 | $68,374 |
| 16 | John F Kennedy Special Warfare Memorial And Museum Association | Museum Association, Fort Bragg, NC 28307 | NC | 1979-06 | $278,761 |
| 17 | John F Mcnair Memorial Fund Trust | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1943-04 | $63,346 |
| 18 | John F Saeger T W | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1974-05 | $196,609 |
| 19 | John F Wieder Trust 20835802 Meridan Trust Co | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2003-09 | $617,913 |
| 20 | John G B Jr & Jane R Ellison Family Foundation Inc | PO BOX 29027, Greensboro, NC 27429-9027 | NC | 1996-10 | $3,096,250 |
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