Hist Preservation Wilson & Dr Bobs Tr in Winston Salem, North Carolina (NC)

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Hist Preservation Wilson & Dr Bobs Tr
Employer Identification Number (EIN)436875332
Name of OrganizationHist Preservation Wilson & Dr Bobs Tr
In Care of NameA G Edwards Trust Company Fsb
Address1 West 4th Street D4000-041, Winston Salem, NC 27101-3818
SubsectionCharitable Organization
Ruling Date08/2004
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$514,618
Amount of Income$184,366
Form 990 Revenue Amount$19,550
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: Historical Societies, Related Historical Activities


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Amount of income in 2012: $184,366 (it was $183,525 in 2011)
Hist Preservation Wilson & Dr Bobs Tr: 

 $184,366
Other organizations performing similar types of work: 

 $40,663

Assets in 2012: $514,618 (it was $519,287 in 2011)
Hist Preservation Wilson & Dr Bobs Tr: 

 $514,618
Other organizations performing similar types of work: 

 $70,682

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$19,550$19,243$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$11
Dividends and interest from securities$11,613
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$7,926
Total expenses and disbursements$41,352$6,851$0$28,161
Compensation of officers, directors, trustees, etc.$8,842
Total operating and administrative expenses$20,291$6,851$7,100
Contributions, gifts, grants paid$21,061
Excess of revenue over expenses and disbursements$-21,802
Net investment income$12,392
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$519,287$518,052
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$374,379
Investments-corporate bonds$122,050
Investments-mortgage loans$0
Investments-other$0
Other$22,858
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$519,287
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$7,926
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$124
Total credits and payments$3,204
2011 estimated tax payments and 2010 overpayment credited to 2011$3,204
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
Overpayment$3,080
Amount to be credited to 2012 estimated tax$124
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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?Yes
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$563,007
Net value of noncharitable-use assets$554,560
Minimum investment return$27,728
Distributable Amount (for 2011)
Distributable amount$27,604
Undistributed Income (for 2011)
Distributable amount for 2011$27,604
Undistributed income for 2011. This amount must be distributed in 2012$20,842
Private Operating Foundations (for 2011)
2011201020092008Total
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
1Natl Sept 11 Memorial And Museum At The World Trade Center Fdn Inc46 Charles Street, Hagerstown, MD 21740MD2004-03$194,779,523
2Franklin County Historical Society333 W Broad St, Columbus, OH 43215-2738OH1962-05$17,864,143
3Trust For Architectural Easements1906 R St Nw Ste 100, Washington, DC 20009-1030DC2001-03$6,400,292
4Army Historical Foundation Inc2425 Wilson Blvd, Arlington, VA 22201-3326VA1985-02$6,272,352
5Historic Ships In Baltimore Inc802 S Caroline St, Baltimore, MD 21231-3332MD2003-06$3,858,121
6The Lodges At Banning Mills Retreat And Conservation Center Inc205 Horseshoe Dam Rd, Whitesburg, GA 30185-2560GA2005-05$3,348,848
7Home Port Alliance For The Uss New Jersey Inc62 Battleship Pl, Camden, NJ 08103-3302NJ1999-08$2,899,928
8Pueblo Nuevo Development3435 W Temple St, Los Angeles, CA 90026-4524CA1994-07$2,091,341
9Salem County Historical Society79-83 Market St, Salem, NJ 08079NJ1963-07$1,964,438
10African American Heritage Center IncPO BOX 353, Franklin, KY 42135-0353KY2000-05$820,258
11Bath High School PreservationPo Box 149, Bath, NC 27808NC2005-08$312,852
12Granville County Historical Society IncorporatedPO BOX 1433, Oxford, NC 27565-1433NC1966-08$233,176
13Old Waynesborough Commission Inc801 B Hwy 117 South Bypass, Goldsboro, NC 27530NC2004-05$209,665
14Newton Depot AuthorityPO BOX 267, Newton, NC 28658-0267NC1995-08$186,107
15Hist Preservation Wilson & Dr Bobs Tr1 West 4th Street D4000-041, Winston Salem, NC 27101-3818NC2004-08$184,366
16Downtown Greensboro Foundation122 N Elm St Ste 500, Greensboro, NC 27401-2844NC2001-07$158,385
17Henderson County Historic Courthouse Corporation1 Historic Courthouse Sq Ste 4, Hendersonvlle, NC 28792-5044NC2004-06$145,680
18Elizabeth City Downtown A Revitalization Corporation507 E Main St, Elizabeth City, NC 27909-4497NC2012-09$143,699
19Museum Of Ashe County History IncPO BOX 268, Jefferson, NC 28640-0268NC2003-08$107,513
20Friends Of Tileston Inc412 Ann St, Wilmington, NC 28401-4662NC2008-02$103,943
Number of organizations performing similar types of work
Alaska33
Alabama148
Arkansas75
Arizona116
California719
Colorado177
Connecticut139
District of Columbia66
Delaware46
Florida359
Georgia254
Hawaii50
Iowa191
Idaho59
Illinois326
Indiana193
Kansas121
Kentucky127
Louisiana104
Massachusetts276
Maryland223
Maine165
Michigan290
Minnesota192
Missouri222
Mississippi79
Montana81
North Carolina273
North Dakota35
Nebraska61
New Hampshire107
New Jersey237
New Mexico63
Nevada63
New York583
Ohio412
Oklahoma115
Oregon150
Pennsylvania505
Rhode Island66
South Carolina114
South Dakota36
Tennessee152
Texas521
Utah82
Virginia342
Vermont77
Washington169
Wisconsin190
West Virginia95
Wyoming24
International13
Total9,316

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