Picerne Charitable Trust, Picerne Ronald R S Ttee in Phoenix, Arizona (AZ)
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
- Organizations performing similar types of work
| Picerne Charitable Trust, Picerne Ronald R S Ttee | |
| Employer Identification Number (EIN) | 050487100 |
| Name of Organization | Picerne Charitable Trust |
| Secondary Name | Picerne Ronald R S Ttee |
| Address | 1420 E Missouri Ave Ste 100, Phoenix, AZ 85014-2470 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,517,884 |
| Amount of Income | $2,182,244 |
| Form 990 Revenue Amount | $87,003 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $2,182,244 (it was $1,202,717 in 2012)
| This organization: | $2,182,244 |
| Other organizations performing similar types of work: | $153,770 |
Assets in 2013: $3,517,884 (it was $1,747,624 in 2012)
| This organization: | $3,517,884 |
| Other organizations performing similar types of work: | $516,948 |
Expenses in 2012: $155,180
| Picerne Charitable Trust, Picerne Ronald R S Ttee: | $155,180 |
| Other organizations performing similar types of work: | $60,348 |
Income to expenses ratio in 2012: 14.1
| Picerne Charitable Trust, Picerne Ronald R S Ttee: | 14.1 |
| Other organizations performing similar types of work: | 2.2 |
Grants share in income in 2012: 93.5%
| This organization: | 93.5% |
| Other organizations performing similar types of work: | 0.0% |
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 | $1,127,586 | $72,982 | $0 | |
| Contributions, gifts, grants, etc., received | $1,054,604 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $53,697 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $19,285 | |||
| Total expenses and disbursements | $155,180 | $0 | $0 | $154,800 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $380 | $0 | $0 | |
| Contributions, gifts, grants paid | $154,800 | |||
| Excess of revenue over expenses and disbursements | $972,406 | |||
| Net investment income | $72,982 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,747,624 | $2,683,766 |
| Cash - non-interest-bearing | $10,836 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,657,968 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $78,820 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,747,624 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $19,285 |
| 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 | $1,460 |
| Total credits and payments | $776 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $776 |
| 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 | $684 |
| 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? | No |
| 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 | $1,719,986 |
| Net value of noncharitable-use assets | $1,694,180 |
| Minimum investment return | $84,709 |
| Distributable Amount (for 2012) | |
| Distributable amount | $83,249 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $83,249 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Wallace Research Foundation | Attn Kay Hegarty 221 Third Ave Se, Cedar Rapids, IA 52401-1522 | IA | 1996-05 | $44,138,975 |
| 2 | Trimix Foundation | 50 Park Row W Ste 113, Providence, RI 02903-1114 | RI | 1997-05 | $23,588,272 |
| 3 | Russell Grinnell Memorial Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-10 | $13,669,625 |
| 4 | Wcp Foundation | 9 W 57th St, New York, NY 10019-2701 | NY | 1998-08 | $13,302,553 |
| 5 | Sage Foundation Inc | 16 Khakum Dr, Greenwich, CT 06831-3727 | CT | 1997-09 | $11,763,440 |
| 6 | Rothfeld Family Foundation Inc | 156 5th Ave Ste 904, New York, NY 10010-7762 | NY | 1998-02 | $9,649,897 |
| 7 | The Do More Foundation | 14952 W Cameron Dr, Surprise, AZ 85379-5217 | AZ | 1997-04 | $4,363,508 |
| 8 | Ottosen Foundation | 105 S 28th St, Phoenix, AZ 85034-2619 | AZ | 1995-03 | $2,421,369 |
| 9 | Picerne Charitable Trust, Picerne Ronald R S Ttee | 1420 E Missouri Ave Ste 100, Phoenix, AZ 85014-2470 | AZ | 1996-04 | $2,182,244 |
| 10 | R & M Clark Family Foundation | 7501 E Thompson Peak Pkwy Unit 123, Scottsdale, AZ 85255-4530 | AZ | 1995-06 | $1,348,782 |
| 11 | Walter And Juliet J Absolon Foundation | 2440 E Broadway Blvd, Tucson, AZ 85719-6008 | AZ | 1996-06 | $594,286 |
| 12 | The Us Airways Community Foundation | 4000 E Sky Harbor Blvd, Phoenix, AZ 85034-3802 | AZ | 1996-06 | $450,617 |
| 13 | Richard And Deborah Felder Foundation Inc | 11498 E Carol Way, Scottsdale, AZ 85259-2620 | AZ | 1997-09 | $422,240 |
| 14 | The United Way Of Santa Cruz County Arizona Inc | PO BOX 2174, Nogales, AZ 85628-2174 | AZ | 1991-03 | $155,372 |
| 15 | Benjamin & Solomon Goldberg Memorial Trust, Mutual Of Omaha Bank Ttee | 19432 N R H Johnson Blvd, Sun City West, AZ 85375-4420 | AZ | 1996-01 | $116,230 |
| 16 | Covenant Foundation | Sidney L Felker-7440 N Oracle, Tucson, AZ 85704 | AZ | 1995-04 | $31,137 |
| 17 | Robert & Marie Hansen Family Foundation | 10645 N Oracle Rd Ste 121 # 338, Oro Valley, AZ 85737-9388 | AZ | 1995-01 | $12,039 |
| 18 | Yetadel Foundation | PO BOX 988, Cortaro, AZ 85652-0988 | AZ | 1995-12 | $7,081 |
| 19 | Nason Family Foundation | 5401 E Rockridge Rd, Phoenix, AZ 85018-1921 | AZ | 1997-05 | $4 |
| 20 | Goodwill Industries Of Central Arizona Foundation Inc | 2626 W Beryl Ave, Phoenix, AZ 85021-1668 | AZ | 1996-05 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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