Luzerne H Wilcox Trust Uw 24-271680 in Oneida, New York (NY)
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 New York
| Luzerne H Wilcox Trust Uw 24-271680 | |
| Employer Identification Number (EIN) | 156016317 |
| Name of Organization | Luzerne H Wilcox Trust Uw 24-271680 |
| In Care of Name | Alliance Bank Na |
| Address | 160 Main St, Oneida, NY 13421-1629 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1 |
| Amount of Income | $34,403 |
| Form 990 Revenue Amount | $1,363 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $2,498 | $2,461 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $311 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,186 | |||
| Total expenses and disbursements | $38,549 | $4,015 | $0 | $34,444 |
| Compensation of officers, directors, trustees, etc. | $683 | |||
| Total operating and administrative expenses | $4,200 | $4,015 | $95 | |
| Contributions, gifts, grants paid | $34,349 | |||
| Excess of revenue over expenses and disbursements | $-36,051 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1 | $0 |
| 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 | |
| Investments-other | $0 | |
| Other | $1 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $0 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,186 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $12,779 |
| Net value of noncharitable-use assets | $12,580 |
| Minimum investment return | $629 |
| Distributable Amount (for 2012) | |
| Distributable amount | $629 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $629 |
| 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 New York | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Lutheran Pastoral Counseling Ministry Inc | 132 Jefferson Ave, Mineola, NY 11501-2712 | NY | 1993-01 | $706,119 |
| 2 | Lutheran Service Society Foundation | 6680 Main St, Williamsville, NY 14221-5933 | NY | 1992-10 | $20,590 |
| 3 | Lutheran Service Society Of New York | PO BOX 1963, Williamsville, NY 14231-1963 | NY | 1966-07 | $449,304 |
| 4 | Lutheran Social Services Foundation Of Upstate New York Inc | 715 Falconer St, Jamestown, NY 14701-1935 | NY | 1988-04 | $2,247,763 |
| 5 | Lutheran Social Services Group Inc | 715 Falconer St, Jamestown, NY 14701-1935 | NY | 1988-04 | $2,261,587 |
| 6 | Lutheran Ventures In Human Services Inc | PO BOX 1963, Williamsville, NY 14231-1963 | NY | 1996-08 | $19,897 |
| 7 | Lutton Foundation Inc | C/O Jad Consulting Llc, New York, NY 10006 | NY | 1992-12 | $15,805 |
| 8 | Luxembourg American Chamber Of Commerce Inc | 17 Beekman Pl, New York, NY 10022-8003 | NY | 1993-01 | $296,736 |
| 9 | Luxury Base Operators Association Inc | 44 Jericho Tpke Unit F, Mineola, NY 11501-2954 | NY | 2009-03 | $26,709 |
| 10 | Luzak Foundation | 167 E 71st St, New York, NY 10021-4322 | NY | 2005-05 | $1 |
| 11 | Luzerne H Wilcox Trust Uw 24-271680 | 160 Main St, Oneida, NY 13421-1629 | NY | $34,403 | |
| 12 | Luzerne Music Center Inc | PO BOX 39, Lake Luzerne, NY 12846-0039 | NY | 1987-08 | $774,335 |
| 13 | Lyall Memorial Federated Church Tr | PO BOX 1447, Millbrook, NY 12545-1447 | NY | $3,552 | |
| 14 | Lyseum For Organic Horticulture Inc | PO BOX 254, Westhampton, NY 11977 | NY | 1995-11 | $0 |
| 15 | Lydia & Rob Petty Family Foundation | 307 5th Ave Ste 8th Fl, New York, NY 10016-6517 | NY | 2009-02 | $234,837 |
| 16 | Lydias House | 336 Clinton Ave, Albany, NY 12206-3101 | NY | 2006-12 | $66,661 |
| 17 | Lyell Avenue Business Association | 190 Murray St, Rochester, NY 14606-1126 | NY | 2004-10 | $8,416 |
| 18 | Lyman Place Pride Plaza Housing Development Fund | 1762 Boston Rd, Bronx, NY 10460-4907 | NY | 1991-06 | $325,547 |
| 19 | Lyme Community Foundation Inc | PO BOX 601, Chaumont, NY 13622-0601 | NY | 1999-09 | $37,732 |
| 20 | Lyme Free Library | PO BOX 369, Chaumont, NY 13622-0369 | NY | 1954-03 | $165,594 |
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