Robert & Adaline Strong Fund in Winston Salem, North Carolina (NC)

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Robert & Adaline Strong Fund
Employer Identification Number (EIN)066126553
Name of OrganizationRobert & Adaline Strong Fund
In Care of NameWachovia Bank Na
Address1 W 4th St 4th Fl, Winston Salem, NC 27101-3818
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date05/1973
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period09/2014
Assets$100,000 to $499,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$470,703
Amount of Income$152,188
Form 990 Revenue Amount$20,346
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Hospice

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Amount of income in 2014: $152,188 (it was $95,923 in 2012)
Robert & Adaline Strong Fund: 

Other organizations performing similar types of work: 


Assets in 2014: $470,703 (it was $481,089 in 2012)
Robert & Adaline Strong Fund: 

Other organizations performing similar types of work: 


Expenses in 2012: $23,259
Robert & Adaline Strong Fund: 

Other organizations performing similar types of work: 


Income to expenses ratio in 2012: 6.5
This organization: 

Other organizations performing similar types of work: 


Grants share in income in 2012: 0.0%
This organization: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$30,687$30,574$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$17,294
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$23,259$5,764$0$17,145
Compensation of officers, directors, trustees, etc.$7,343
Total operating and administrative expenses$10,934$5,764$4,820
Contributions, gifts, grants paid$12,325
Excess of revenue over expenses and disbursements$7,428
Net investment income$24,810
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$481,089$533,448
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$0
Total liabilities and net assets/fund balances$481,089
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$13,393
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$496
Total credits and payments$293
2012 estimated tax payments and 2011 overpayment credited to 2012$293
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$203
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$519,490
Net value of noncharitable-use assets$511,700
Minimum investment return$25,585
Distributable Amount (for 2012)
Distributable amount$25,089
Undistributed Income (for 2012)
Distributable amount for 2012$25,089
Undistributed income for 2012. This amount must be distributed in 2013$16,610
Private Operating Foundations (for 2012)
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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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Santa Barbara Hospice Foundation2050 Alameda Padre Serra No 100, Santa Barbara, CA 93103-1704CA1984-05$30,730,427
2Our Hospice Of South Central Indiana Inc2626 17th St, Columbus, IN 47201-5417IN1980-08$12,947,489
3Iowa Mennonite Benevolent Association811 3rd St, Kalona, IA 52247-9493IA1961-06$7,037,998
4Karen Ann Quinlan Center Of Hope Hospice99 Sparta Ave, Newton, NJ 07860-2614NJ1983-07$6,523,820
5Nathan Adelson Hospice Foundation Inc4141 Swenson St, Las Vegas, NV 89119-6718NV1986-04$4,836,372
6Hospice Education Institute IncPO BOX 98, Machiasport, ME 04655-0098ME1986-06$2,451,868
7Talbot Hospice Foundation Inc586 Cynwood Dr, Easton, MD 21601-3805MD1981-10$2,323,323
8Heart Of Georgia Hospice Inc103 Westridge Dr, Warner Robins, GA 31088-8111GA1985-08$2,108,943
9Hospice Of Orleans Inc14080 Rt 31 W, Albion, NY 14411-9301NY1991-03$1,582,336
10Hospice Of Salina Incorporated730 Holly Ln, Salina, KS 67401-8452KS1993-08$1,580,812
11Aids Task Force Inc525 Oxford St, Fort Wayne, IN 46806-4177IN1987-03$906,924
12Richland Hospital Foundation Inc333 E 2nd St, Richland Ctr, WI 53581-1914WI1987-04$366,150
13Friends Of Hospice IncPO BOX 2052, Easton, MD 21601-8940MD1991-07$203,673
14Society For The Friends Of Hospice IncPO BOX 129, La Plata, MD 20646-0129MD1993-02$179,300
15Robert & Adaline Strong Fund1 W 4th St 4th Fl, Winston Salem, NC 27101-3818NC1973-05$152,188
16The Presbyterian Village Foundation502 Butler St, Ackley, IA 50601-1730IA1986-01$143,253
17Severn Town Club Inc5138 Mountain Rd, Pasadena, MD 21122-6208MD1987-04$103,748
18Lower Cape Fear Hospice Foundation Inc1414 Physicians Dr, Wilmington, NC 28401-7335NC1985-08$49,146
19Hospice Auxiliary Of AbilenePO BOX 1922, Abilene, TX 79604-1922TX1987-09$0
20Hospice Memorial Foundation Inc4775 Indian School Rd Ne, Albuquerque, NM 87110-3973NM1997-04$0
Number of organizations performing similar types of work
District of Columbia1
North Carolina2
New Jersey1
New Mexico1
New York2
Total27 is not associated with, endorsed by, or sponsored by Robert & Adaline Strong Fund and has no official or unofficial affiliation with Robert & Adaline Strong Fund