Nancy-Carroll Draper Charitable Foundation Ua 03-12-93, Bergen Kenneth W Ttee in Wilmington, Delaware (DE)
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 Delaware
| Nancy-Carroll Draper Charitable Foundation Ua 03-12-93, Bergen Kenneth W Ttee | |
| Employer Identification Number (EIN) | 046726873 |
| Name of Organization | Nancy-Carroll Draper Charitable Foundation Ua 03-12-93 |
| Secondary Name | Bergen Kenneth W Ttee |
| In Care of Name | Bingham Legg Advisors |
| Address | 1100 N Market St, Wilmington, DE 19890-1100 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $13,410,221 |
| Amount of Income | $7,205,341 |
| Form 990 Revenue Amount | $7,561,114 |
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 | $526,079 | $517,169 | $0 | |
| Contributions, gifts, grants, etc., received | $35,042 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $291,792 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-26,132 | |||
| Other | $225,377 | |||
| Total expenses and disbursements | $668,559 | $177,048 | $0 | $591,510 |
| Compensation of officers, directors, trustees, etc. | $114,213 | |||
| Total operating and administrative expenses | $202,159 | $177,048 | $25,110 | |
| Contributions, gifts, grants paid | $466,400 | |||
| Excess of revenue over expenses and disbursements | $-142,480 | |||
| Net investment income | $340,121 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $13,906,263 | $15,645,564 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $7,436,281 | |
| Investments-corporate bonds | $5,402,685 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,067,297 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $13,906,263 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $225,377 |
| 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 | $6,802 |
| Total credits and payments | $416 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $416 |
| 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 | $31 |
| Tax due | $6,417 |
| 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? | 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 | $15,347,805 |
| Net value of noncharitable-use assets | $15,117,580 |
| Minimum investment return | $755,879 |
| Distributable Amount (for 2012) | |
| Distributable amount | $749,077 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $749,077 |
| 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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| Other organizations in Delaware | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Margaret Head Schelke Trust 3315c02 1206768, Head Maude D Et Al Ttee | 200 Bellevue Pkwy Ste 220, Wilmington, DE 19809-3727 | DE | $105,898 | |
| 2 | Miller Foundation | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 | DE | 1966-10 | $149,884 |
| 3 | National Endowment For Alzheimers Research | 40 E Main Ste 102, Newark, DE 19711-4639 | DE | 2001-10 | $107,854 |
| 4 | Murli & Carmen Yadathi Familyfoundation | 2711 Centerville Road, Wilmington, DE 19808-1660 | DE | 2007-03 | $72,923 |
| 5 | Muse Foundation | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 | DE | 2008-09 | $1,000,013 |
| 6 | Muskin Family Foundation | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 | DE | 2009-02 | $174,534 |
| 7 | My Charitable Foundation | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 | DE | 2008-08 | $409,964 |
| 8 | N R Y C Co | P O Box 162, Seaford, DE 19973 | DE | 1998-02 | $0 |
| 9 | Nancy C And Dale Dougherty Foundation | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 | DE | 2000-04 | $651,700 |
| 10 | Nancy Sayles Day Foundation | C/O Wfo 1100 N Marekt Street No, Wilmington, DE 19801 | DE | 1964-09 | $5,663,525 |
| 11 | Nancy-Carroll Draper Charitable Foundation Ua 03-12-93, Bergen Kenneth W Ttee | 1100 N Market St, Wilmington, DE 19890-1100 | DE | 1994-01 | $7,205,341 |
| 12 | Nanticoke Alternative Care Inc | 801 Middleford Rd, Seaford, DE 19973-3636 | DE | 1993-02 | $16,042 |
| 13 | Nanticoke Indian Association Inc | 27073 John Williams Hwy, Millsboro, DE 19966 | DE | 1987-06 | $134,455 |
| 14 | Nanticoke River Yacht Club | PO BOX 162, Seaford, DE 19973-0162 | DE | 1998-02 | $66,689 |
| 15 | Nanticoke Senior Center Inc | PO BOX 406, Seaford, DE 19973-0406 | DE | 1978-04 | $726,698 |
| 16 | Nanticoke Sportsmens Club Inc | Po Box 295, Seaford, DE 19973 | DE | 2001-04 | $0 |
| 17 | National Association Of Letter Carriers, 191 Wilmington Delaware | PO BOX 2893, Wilmington, DE 19805-0893 | DE | 1944-09 | $113,365 |
| 18 | National Association Of Social Workers Inc, Delaware Chapter | 100 W 10th St Ste 608, Wilmington, DE 19801-6604 | DE | 1978-02 | $64,444 |
| 19 | National Association Of Women Business Owners Delaware Inc | Po Box 4657, Wilmington, DE 19807 | DE | 2004-07 | $17,767 |
| 20 | National Coalition Of 100 Black Women Inc, Delaware Chapter | 100 W 10th St Ste 1004, Wilmington, DE 19801-1652 | DE | 1997-06 | $23,039 |
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