Beruflich Dokumente
Kultur Dokumente
Form
990-PF
2012
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
, and ending
A
Name of foundation
26-0344869
Number and street (or P.O. box number if mail is not delivered to street address)
Room/suite
336-617-5329
GREENSBORO
G Check all that apply:
NC 27403
Initial return
Final return
Address change
..
Revenue
amounts in columns (b), (c), and (d) may not necessarily equal
the amounts in column (a) (see instructions).)
1
2
3
4
5a
b
6a
b
7
8
9
10a
b
c
11
12
13
14
15
16a
b
c
17
18
19
20
21
22
23
24
848,712
142,503
83,403
income
83,403
income
purposes
(cash basis only)
83,403
142,503
34,685
Stmt 4
Stmt 5
expenses per
books
1,074,618
92,000
137,942
19,156
225,906
118,088
92,000
137,942
19,156
1,100
1,100
5,501
7,275
13,023
53,784
2,352
67,688
13,023
53,784
2,352
30,453
399,821
226,096
625,917
36,053
36,053
36,053
36,053
36,053
36,053
349,810
226,096
575,906
448,701
189,853
82,035
Form
990-PF (2012)
Part II
1
2
3
4
5
6
Assets
7
8
9
10a
b
c
11
12
13
14
Cash non-interest-bearing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Savings and temporary cash investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Accounts receivable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Less: allowance for doubtful accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Pledges receivable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Less: allowance for doubtful accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Grants receivable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see
instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Liabilities
Net Assets or Fund Balances
17
18
19
20
21
22
23
50,405
6,729,612
170,116
7,789,109
170,116
7,789,109
15,062
16,059
16,059
6,795,079
7,975,284
7,975,284
2,313
2,313
3,938
3,938
6,792,766
7,971,346
6,792,766
7,971,346
6,795,079
7,975,284
50,667
34,608
24
25
26
Unrestricted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Temporarily restricted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Permanently restricted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Foundations that do not follow SFAS 117, check here . . . . . . . . .
and complete lines 27 through 31.
27
28
29
30
31
Part III
1 Total net assets or fund balances at beginning of year Part II, column (a), line 30 (must agree with
end-of-year figure reported on prior year's return) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Enter amount from Part I, line 27a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Other increases not included in line 2 (itemize) See
. . . . . . . .Statement
. . . . . . . . . . . . . . . . . . . . . .8
...........................................
4 Add lines 1, 2, and 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5 Decreases not included in line 2 (itemize) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Total net assets or fund balances at end of year (line 4 minus line 5) Part II, column (b), line 30 . . . . . . . . . . . . . . . . . . . . . .
1
2
3
4
5
6
6,792,766
448,701
729,879
7,971,346
7,971,346
990-PF (2012)
Form
DAA
End of year
Stmt 6
15
16
Page
Beginning of year
Part IV
1a
b
c
d
e
Page
Various
Various
34,685
107,818
a
b
c
d
e
34,685
107,818
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(j) Adjusted basis
as of 12/31/69
34,685
107,818
a
b
c
d
e
If gain, also enter in Part I, line 7
Part I, line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Capital gain net income or (net capital loss)
Part V
142,503
34,685
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If Yes, the foundation does not qualify under section 4940(e). Do not complete this part.
Yes
No
1 Enter the appropriate amount in each column for each year; see the instructions before making any entries.
(a)
Base period years
Calendar year (or tax year beginning in)
(b)
Adjusted qualifying distributions
381,194
292,380
251,092
146,520
2,262
2011
2010
2009
2008
2007
(d)
Distribution ratio
(col. (b) divided by col. (c))
(c)
Net value of noncharitable-use assets
6,689,761
356,981
402,139
215,076
22,377
0.056982
0.819035
0.624391
0.681248
0.101086
2.282742
0.456548
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5
.......................................
7,615,871
...............................................................................................
3,477,011
.........................................................
1,899
3,478,910
575,906
990-PF (2012)
Exempt operating foundations described in section 4940(d)(2), check here and enter N/A on line 1.
Date of ruling or determination letter: . . . . . . . . . . . . . . . . . . (attach copy of letter if necessarysee instructions)
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
and enter 1% of Part I, line 27b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
here
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of
Part I, line 12, col. (b).
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) . . . . . . .
3
Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) . . . . . .
4
5
Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . .
Credits/Payments:
2012 estimated tax payments and 2011 overpayment credited to 2012 . . . . . . . . . . .
2,300
6a
Exempt foreign organizations tax withheld at source . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6b
Tax paid with application for extension of time to file (Form 8868) . . . . . . . . . . . . . . . . .
6c
Backup withholding erroneously withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6d
Total credits and payments. Add lines 6a through 6d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
Enter any penalty for underpayment of estimated tax. Check hereX if Form 2220 is attached . . . . . . . . . . . . . . . . . . . . .
8
9
Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid . . . . . . . . . . . . . . . . . . .
Enter the amount of line 10 to be: Credited to 2013 estimated tax
Refunded
11
Part VII-A
1a
b
c
d
e
2
3
4a
b
5
6
Page
3,797
0
3,797
0
3,797
2,300
19
1,516
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see
Instructions for the definition)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If the answer is Yes to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
Did the foundation file Form 1120-POL for this year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $
(2) On foundation managers. $
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers. $
Has the foundation engaged in any activities that have not previously been reported to the IRS? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If Yes, attach a detailed description of the activities.
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of
incorporation, or bylaws, or other similar instruments? If Yes, attach a conformed copy of the changes . . . . . . . . . . . . . . . . . . . . . . .
Did the foundation have unrelated business gross income of $1,000 or more during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If Yes, has it filed a tax return on Form 990-T for this year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .N/A
......
Was there a liquidation, termination, dissolution, or substantial contraction during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If Yes, attach the statement required by General Instruction T.
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions that
conflict with the state law remain in the governing instrument? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Did the foundation have at least $5,000 in assets at any time during the year? If Yes, complete Part II, col. (c), and Part XV .
Enter the states to which the foundation reports or with which it is registered (see instructions)
Yes No
1a
1b
1c
3
4a
4b
5
X
X
7
8a
6
7
X
X
8b
NC
. .....................................................................................................................................
b
9
10
If the answer is Yes to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General
(or designate) of each state as required by General Instruction G? If No, attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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 (see instructions for Part XIV)? If Yes,
complete Part XIV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Did any persons become substantial contributors during the tax year? If Yes, attach a schedule listing their
names and addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
Form
DAA
990-PF (2012)
Part VII-A
11
12
13
14
Page
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
X
meaning of section 512(b)(13)? If Yes, attach schedule (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified
12
X
person had advisory privileges? If Yes, attach statement (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Did the foundation comply with the public inspection requirements for its annual returns and exemption application? . . . . . . . . . .
13
X
Website address . www.f4dc.org
....................................................................................................................................
The books are in care of . .MARNIE
. . . . . . . . . . . . . . .THOMPSON
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Telephone no. .336-275-1781
.............................
Located at GREENSBORO
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NC
. . . . . . . . . . . ZIP+4 . .27403
............................
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 Check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
and enter the amount of tax-exempt interest received or accrued during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
Yes No
At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority
16
X
over a bank, securities, or other financial account in a foreign country? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
See the instructions for exceptions and filing requirements for Form TD F 90-22.1. If Yes, enter the name of
the foreign country
Part VII-B
1a
c
2
a
c
3a
b
4a
b
File Form 4720 if any item is checked in the Yes column, unless an exception applies.
During the year did the foundation (either directly or indirectly):
X No
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? . . . . . . . . . . . . . . . . . . .
Yes
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a
X No
disqualified person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
X No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? . . . . . . . . . . . . . . . . .
Yes
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? . . . . . . . . . . . . . . . . . . . X Yes
No
(5) Transfer any income or assets to a disqualified person (or make any of either available for
X No
the benefit or use of a disqualified person)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
(6) Agree to pay money or property to a government official? (Exception. Check No if the
foundation agreed to make a grant to or to employ the official for a period after
X No
termination of government service, if terminating within 90 days.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
If any answer is Yes to 1a(1)(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Organizations relying on a current notice regarding disaster assistance check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that
were not corrected before the first day of the tax year beginning in 2012? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .N/A
......
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
At the end of tax year 2012, did the foundation have any undistributed income (lines 6d and
X No
6e, Part XIII) for tax year(s) beginning before 2012? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
If Yes, list the years 20 . . . . . , 20 . . . . . , 20 . . . . . , 20 . . . . .
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year's undistributed income? (If applying section 4942(a)(2) to
all years listed, answer No and attach statement see instructions.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .N/A
......
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20 . . . . . , 20 . . . . . , 20 . . . . . . , 20 . . . . .
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise
X No
at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
If Yes, did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation or
disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the
Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of
the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the
foundation had excess business holdings in 2012.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .N/A
......
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? . . . . . . . . . . . . . .
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012? . . . . . . . . . . .
Yes
1b
1c
2b
3b
4a
4b
Form
DAA
No
990-PF (2012)
Part VII-B
5a
6a
b
7a
b
During the year did the foundation pay or incur any amount to:
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? . . . . . . . . . . . . . . .
Yes
X No
(2) Influence the outcome of any specific public election (see section 4955); or to carry on,
Yes
directly or indirectly, any voter registration drive? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
X No
(3) Provide a grant to an individual for travel, study, or other similar purposes? . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
X No
(4) Provide a grant to an organization other than a charitable, etc., organization described in
Yes
section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
X No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or educational
Yes
purposes, or for the prevention of cruelty to children or animals? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
X No
If any answer is Yes to 5a(1)(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? . . . . . . . . . . . . . . . . . . . . . N/A
......
Organizations relying on a current notice regarding disaster assistance check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If the answer is Yes to question 5a(4), does the foundation claim exemption from the tax
because it maintained expenditure responsibility for the grant? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . N/A
Yes
No
......
If Yes, attach the statement required by Regulations section 53.49455(d).
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums
Yes
on a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
X No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . . .
If Yes to 6b, file Form 8870.
X No
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? . . . . . .
Yes
......
If Yes, did the foundation receive any proceeds or have any net income attributable to the transaction? . . . . . . . . . . . . . . . . N/A
Part VIII
Page
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5b
6b
7b
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(b) Title, and average
(a) Name and address
(d) Contributions to
. . . . . . . . . . .THOMPSON
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .GREENSBORO
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . CO-MNGNG
.
. . MARNIE
DIR
620 SOUTH ELM STREET STE 35
NC 27403
20.00
DIR
. ED
. . . . .WHITFIELD
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .GREENSBORO
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C0-MNGNG
.
620 SOUTH ELM STREET STE 35
NC 27403
32.00
(c) Compensation
44,000
48,000
. ........................................................................................
. ........................................................................................
Compensation of five highest-paid employees (other than those included on line 1 see instructions). If none, enter
NONE.
(b) Title, and average
(a) Name and address of each employee paid more than $50,000
(d) Contributions to
(c) Compensation
.......................................................................................
. . NONE
. ........................................................................................
. ........................................................................................
. ........................................................................................
. ........................................................................................
Form
990-PF (2012)
DAA
Part VIII
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter NONE.
(a) Name and address of each person paid more than $50,000
Page
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
(b) Type of service
(c) Compensation
NONE
....................................................................................................
. ....................................................................................................
. ....................................................................................................
. ....................................................................................................
. ....................................................................................................
Part IX-A
..........................................................
List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of
organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
575,906
2
. ...............................................................................................................................
. ...............................................................................................................................
. ...............................................................................................................................
. ...............................................................................................................................
. ...............................................................................................................................
. ...............................................................................................................................
Part IX-B
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
.............................................................................................................................
. . .N/A
. ...............................................................................................................................
. ...............................................................................................................................
. ...............................................................................................................................
. ...............................................................................................................................
. ...............................................................................................................................
.................................................................................................
Form
DAA
990-PF (2012)
Part X
Page
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a Average monthly fair market value of securities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Average of monthly cash balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c Fair market value of all other assets (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d Total (add lines 1a, b, and c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
e Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
0
Acquisition indebtedness applicable to line 1 assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Subtract line 2 from line 1d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
Cash deemed held for charitable activities. Enter 1% of line 3 (for greater amount, see
4
instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 . . . . . . . . . . . .
6
Minimum investment return. Enter 5% of line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating
Part XI
foundations and certain foreign organizations check here X and do not complete this part.)
1
Minimum investment return from Part X, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2a Tax on investment income for 2012 from Part VI, line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2a
b Income tax for 2012. (This does not include the tax from Part VI.) . . . . . . . . . . . . . . . . .
2b
c Add lines 2a and 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Distributable amount before adjustments. Subtract line 2c from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
Recoveries of amounts treated as qualifying distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
Add lines 3 and 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
Deduction from distributable amount (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part XII
1
a
b
2
3
a
b
4
5
6
1a
1b
1c
1d
7,642,025
89,824
0
7,731,849
2
3
0
7,731,849
4
5
6
115,978
7,615,871
380,794
2c
3
4
5
6
7
575,906
575,906
0
575,906
Form
DAA
990-PF (2012)
Part XIII
1
2
a
b
3
a
b
c
d
e
f
4
a
b
c
d
e
5
6
a
b
c
d
e
8
9
10
a
b
c
d
e
Page
(a)
(b)
(c)
(d)
Corpus
2011
2012
575,906
575,906
Form
DAA
990-PF (2012)
Part XIV
1a
b
2a
b
c
d
e
3
a
Page
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2012, enter the date of the ruling . . . . . . . . . . . . . . . . . . . . . . . .
Check box to indicate whether the foundation is a private operating foundation described in section
X 4942(j)(3) or
Tax year
Prior 3 years
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for
each year listed . . . . . . . . . . . . . . . . . . . . .
85% of line 2a . . . . . . . . . . . . . . . . . . . . . . .
Qualifying distributions from Part XII,
line 4 for each year listed . . . . . . . . . . .
Amounts included in line 2c not used directly
for active conduct of exempt activities . . . .
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c . . . . . . . .
Complete 3a, b, or c for the
alternative test relied upon:
Assets alternative test enter:
(1) Value of all assets . . . . . . . . . . . . . . .
(2) Value of assets qualifying under
section 4942(j)(3)(B)(i) . . . . . . . . . .
Endowment alternative test enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed . . .
Support alternative test enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments on
securities loans (section
512(a)(5)), or royalties) . . . . . . . . .
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii) . . . . . . . . .
(3) Largest amount of support from
an exempt organization . . . . . . . . .
(4) Gross investment income . . . . . . .
Part XV
1
a
10
(a) 2012
(b) 2011
(c) 2010
06/05/07
4942(j)(5)
(e) Total
(d) 2009
82,035
69,730
57,166
48,591
21
18
803
683
140,025
119,022
575,906
381,194
292,380
251,100
1,500,580
226,096
193,658
145,578
63,800
629,132
349,810
187,536
146,802
187,300
871,448
253,863
222,992
11,899
13,405
502,159
Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at
any time during the year see instructions.)
N/A
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
N/A
2
The form in which applications should be submitted and information and materials they should include:
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
See Statement 9
See Statement 10
See Statement 11
DAA
Form
990-PF (2012)
Page
11
Part XV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or business)
a
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
SEE ATTACHED
226,096
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a
Approved for future payment
226,096
N/A
Total
DAA
...................................................................................................................
3b
Form
990-PF (2012)
Part XVI-A
Page
(b)
Amount
Exclusion
code
(d)
Amount
Part XVI-B
Line No.
12
83,403
142,503
225,906
225,906
N/A
Form
DAA
990-PF (2012)
Part XVII
1
c
d
Page
Did the organization directly or indirectly engage in any of the following with any other organization described
in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(2) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other transactions:
(1) Sales of assets to a noncharitable exempt organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(2) Purchases of assets from a noncharitable exempt organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(3) Rental of facilities, equipment, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(4) Reimbursement arrangements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(5) Loans or loan guarantees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(6) Performance of services or membership or fundraising solicitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sharing of facilities, equipment, mailing lists, other assets, or paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If the answer to any of the above is Yes, complete the following schedule. Column (b) should always show the fair market
value of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market
value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line no.
13
Yes
No
1a(1)
1a(2)
X
X
1b(1)
1b(2)
1b(3)
1b(4)
1b(5)
1b(6)
1c
X
X
X
X
X
X
X
N/A
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b If Yes, complete the following schedule.
(a) Name of organization
Yes
No
N/A
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instructions)?
Yes
Sign
Here
No
PRESIDENT
Signature of officer or trustee
Print/Type preparer's name
Paid
CHUCK AVERRE
Preparer
Hollingsworth
Firm's name
Use Only
Firm's address
Date
Title
Date
Preparer's signature
CHUCK AVERRE
Check
if
self-employed
09/05/13
PTIN
Firm's EIN
Phone no.
P00280366
56-2119415
919-848-4100
Form
DAA
990-PF (2012)
Date
Amount Awarded
Grantee
Address
Purpose
All of US NC
YWCA
$361.00
1/12/12
$1,220.12
2/2/12
$693.80
2/28/12
$8,589.00
3/5/12
3/16/12
$500.00
PB Greensboro
$360.00
3/26/12
$120,000.00
3/30/12
$2,000.00
3/30/12
4/10/12
Project South
$372.60
$605.00
4/16/12
Cooperation Works!
$250.00
4/16/12
$1,532.00
4/16/12
$10,000.00
5/4/12
5/8/12
$750.00
$300.00
5/21/12
USFWC Conference
$4,789.20
6/14/12
$665.00
6/20/12
7/10/12
Congregational United Church of Christ 400 West Radiance Drive, Greensboro, NC 27403
$5,000.00
$10,000.00
7/17/12
$250.00
8/17/12
$2,715.68
8/22/12
$5,748.50
9/24/12
$2,500.00
10/26/12
El Kilombo Intergalactico
$5,000.00
11/1/12
$5,000.00
12/7/12
$4,045.54
12/18/12
Cooperation Texas
$10,000.00
12/19/12
$6,825.83
12/19/12
12/19/12
Spirit House
$4,623.35
$4,998.88
12/19/12
12/21/12
12/21/12
$1,400.00
Abundance Foundation
$5,000.00
$226,095.50
9/5/2013 5:06 PM
Statements
Net
Investment
Total
$
$
1,100
1,100
$
$
Adjusted
Net
0
$
$
Charitable
Purpose
0
$
$
1,100
1,100
Net
Investment
Total
$
$
5,501
5,501
$
$
Adjusted
Net
0
$
$
Charitable
Purpose
0
$
$
Description
Cost
Prior Year
Basis
Depreciation
Method
Life
5 $
Current Year
Depreciation
Net Investment
Income
321 $
12
102
12
48
122
17
Adjusted Net
Income
$
1-3
9/5/2013 5:06 PM
Statements
Description
Cost
Prior Year
Basis
Depreciation
Method
Life
Current Year
Depreciation
200DB
5 $
200DB
1,106
200DB
200DB
Net Investment
Income
28 $
Adjusted Net
Income
$
3
3
3
3
3
3
200DB
200DB
200DB
200DB
200DB
1,238
200DB
214
46
9/5/2013 5:06 PM
Statements
Description
Cost
Prior Year
Basis
Depreciation
Method
Current Year
Depreciation
Life
3 $
Net Investment
Income
124 $
81
200DB
114
200DB
114
200DB
86
200DB
257
200DB
133
200DB
57
200DB
57
200DB
98
200DB
2,607
200DB
20
200DB
57
200DB
186
7,275 $
Adjusted Net
Income
$
0 $
9/5/2013 5:06 PM
Statements
Cost
Basis
Prior Year
Amortization
Life
Current Year
Amortization
Net Investment
Income
Adjusted Net
Income
COGS
START UP COSTS
Total
6/05/07 $
$
17,726 $
17,726 $
5,416
5,416
15 $
$
1,182 $
1,182 $
$
0 $
Net
Investment
Total
$
36,053
12,186
3,235
3,067
2,574
1,836
1,681
1,614
1,495
1,035
747
661
182
140
66,506
Adjusted
Net
$
36,053
36,053
Charitable
Purpose
$
36,053
36,053
12,186
3,235
3,067
2,574
1,836
1,681
1,614
1,495
1,035
747
661
182
140
30,453
4-5
9/5/2013 5:06 PM
Statements
Statement 6 - Form 990-PF, Part II, Line 14 - Land, Building, and Equipment
Beginning
Net Book
Description
FURNISHINGS
OFFICE EQUIPMENT
COMPUTER EQUIPMENT
SOFTWARE
START UP COSTS
ACCUMULATED DEPRECIATION
ACCUMULATED AMORTIZATION
Total
1,381
9,973
9,102
3,032
17,726
41,214
End
Cost / Basis
$
2,814
15,167
11,522
3,438
17,726
50,667
End Accumulated
Depreciation
$
28,010
6,598
34,608
Net
FMV
$
916
2,782
1,076
157
11,128
16,059
9/5/2013 5:06 PM
Description
DEPOSITS - SPONSORSHIPS
Total
$
$
End of
Year
2,313
2,313
$
$
3,938
3,938
Amount
$
$
729,879
729,879
7-8
9/5/2013 5:06 PM
Statement 9 - Form 990-PF, Part XV, Line 2b - Application Format and Required Contents
Description
GRANT APPLICANTS MUST COMPLETE THE GRANT APPLICATION
AVAILABLE ONLINE AT WWW.F4DC.ORG.
9-11
Form
2220
Form 990-PF
Underpayment of Estimated Tax by Corporations
2012
Name
26-0344869
Note: Generally, the corporation is not required to file Form 2220 (see Part II below for exceptions) because the IRS will figure any penalty
owed and bill the corporation. However, the corporation may still use Form 2220 to figure the penalty. If so, enter the amount from page 2, line
38 on the estimated tax penalty line of the corporation's income tax return, but do not attach Form 2220.
Part I
2d
3
3,797
the tax year was for less than 12 months, skip this line and enter the amount from line 3 on line 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3,058
Required annual payment. Enter the smaller of line 3 or line 4. If the corporation is required to skip line 4, enter
the amount from line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3,058
Part II
6
7
8
3,797
Reasons for FilingCheck the boxes below that apply. If any boxes are checked, the corporation must file
Form 2220 even if it does not owe a penalty (see instructions).
Part III
Installment due dates. Enter in column (a) through (d) the 15th
day of the 4th (Form 990-PF filers: Use 5th month), 6th, 9th,
and 12th months of the corporation's tax year . . . . . . . . . . . . . .
9
10 Required installments. If the box on line 6 and/or line 7 above
is checked, enter the amounts from Schedule A, line 38. If the
box on line 8 (but not 6 or 7) is checked, see instructions for the
amounts to enter. If none of these boxes are checked, enter 25%
of line 5 above in each column . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Estimated tax paid or credited for each period (see instructions).
For column (a) only, enter the amount from line 11 on line 15
11
Complete lines 12 through 18 of one column before
going to the next column.
(a)
(b)
(c)
(d)
05/15/12
06/15/12
09/15/12
12/15/12
765
765
765
763
2,300
5
5
12
13
14
15
16
DAA
758
Form
2220 (2012)
Part IV
Page
(b)
(c)
(d)
See Worksheet
22 $
24 $
26 $
28 $
30 $
32 $
31
34 $
36 $
37 Add lines 22, 24, 26, 28, 30, 32, 34, and 36
37 $
......
38 Penalty. Add columns (a) through (d) of line 37. Enter the total here and on Form 1120, line 33; or the comparable
line for other income tax returns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
38 $
*Use the penalty interest rate for each calendar quarter, which the IRS will determine during the first month in the preceding quarter.
These rates are published quarterly in an IRS News Release and in a revenue ruling in the Internal Revenue Bulletin. To obtain this
information on the Internet, access the IRS website at www.irs.gov. You can also call 1-800-829-4933 to get interest rate
information.
19
Form
DAA
2220 (2012)
Form
2220
2012
, and ending
Name
26-0344869
2nd Quarter
05/15/12
765
06/15/12
765
3rd Quarter
09/15/12
4th Quarter
12/15/12
758
2nd Payment
3rd Payment
4th Payment
5th Payment
08/15/12
2,300
Qtr
From
To
Underpayment #Days Rate
Penalty
--- ---------- ---------- -------------- ----- ------- ------------1
5/15/12
8/15/12
765
92
3.00
6
2
6/15/12
8/15/12
765
61
3.00
4
4
12/15/12
5/15/13
758
151
3.00
9
--- ---------- ---------- -------------- ----- ------- ------------Total Penalty
19
============
Form
4562
2012
(99)
Attachment
Sequence No.
179
Identifying number
26-0344869
Indirect Depreciation
Part I
1
2
3
4
5
6
Part II
15
16
8
9
10
11
12
Special Depreciation Allowance and Other Depreciation (Do not include listed property.) (See instructions)
Special depreciation allowance for qualified property (other than listed property) placed in service
during the tax year (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Property subject to section 168(f)(1) election . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part III
2,000,000
7
7
Listed property. Enter the amount from line 29 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8
Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10 Carryover of disallowed deduction from line 13 of your 2011 Form 4562 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instructions)
12 Section 179 expense deduction. Add lines 9 and 10, but do not enter more than line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . .
13 Carryover of disallowed deduction to 2013. Add lines 9 and 10, less line 12 . . . . . . . . .
13
Note: Do not use Part II or Part III below for listed property. Instead, use Part V.
14
500,000
1
2
3
4
5
14
15
16
4,726
17
1,782
52
17
18
MACRS deductions for assets placed in service in tax years beginning before 2012 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here . . . . . . . .
Section BAssets Placed in Service During 2012 Tax Year Using the General Depreciation System
(a) Classification of property
19a
b
c
d
e
f
g
h
i
3-year property
5-year property
7-year property
10-year property
15-year property
20-year property
25-year property
Residential rental
property
1,210
3,315
(d) Recovery
period
5.0
7.0
25 yrs.
27.5 yrs.
27.5 yrs.
39 yrs.
(e) Convention
HY
HY
MM
MM
MM
(f) Method
200DB
200DB
242
473
S/L
S/L
12 yrs.
40 yrs.
MM
S/L
S/L
S/L
S/L
S/L
MM
S/L
Section CAssets Placed in Service During 2012 Tax Year Using the Alternative Depreciation System
Nonresidential real
property
Part IV
21
7,275
22
Form
4562 (2012)
Part V
Page
Listed Property (Include automobiles, certain other vehicles, certain computers, and property used for
entertainment, recreation, or amusement.)
Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a,
24b, columns (a) through (c) of Section A, all of Section B, and Section C if applicable.
Section ADepreciation and Other Information (Caution: See the instructions for limits for passenger automobiles.)
24a
(a)
Type of property
(list vehicles first)
25
26
Yes
(c)
Business/
investment use
percentage
No
(e)
Basis for depreciation
(business/investment
use only)
(d)
Cost or other basis
Special depreciation allowance for qualified listed property placed in service during
the tax year and used more than 50% in a qualified business use (see instructions)
Property used more than 50% in a qualified business use:
Yes
(h)
Depreciation
deduction
(g)
Method/
Convention
No
(i)
25
..................
27
%
Property used 50% or less in a qualified business use:
S/L-
28
29
S/L%
Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1 . . . . . . . . . . . . . . . . . .
28
Add amounts in column (i), line 26. Enter here and on line 7, page 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
29
(a)
Vehicle 1
Yes
No
(b)
Vehicle 2
Yes
No
(c)
Vehicle 3
Yes
No
(d)
Vehicle 4
Yes
No
(e)
Vehicle 5
Yes
No
(f)
Vehicle 6
Yes
No
Yes
No
Section CQuestions for Employers Who Provide Vehicles for Use by Their Employees
Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who are not
more than 5% owners or related persons (see instructions).
37
38
39
40
41
Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by
your employees? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your
employees? See the instructions for vehicles used by corporate officers, directors, or 1% or more owners . . . . . . . . . . . . . . . . . . . . . . .
Do you treat all use of vehicles by employees as personal use? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Do you provide more than five vehicles to your employees, obtain information from your employees about the
use of the vehicles, and retain the information received? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Do you meet the requirements concerning qualified automobile demonstration use? (See instructions.) . . . . . . . . . . . . . . . . . . . . . . . . . .
Note: If your answer to 37, 38, 39, 40, or 41 is "Yes," do not complete Section B for the covered vehicles.
Part VI
Amortization
(a)
Description of costs
(b)
Date amortization
begins
(c)
Amortizable amount
(d)
Code section
(e)
Amortization
period or
percentage
42
Amortization of costs that begins during your 2012 tax year (see instructions):
43
44
DAA
(f)
Amortization for this year
1,182
1,182
43
44
Form
4562 (2012)