D Roberts Tuw Fbo Charities 4947 643-1513091127 in Philadelphia, Pennsylvania (PA)
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
| D Roberts Tuw Fbo Charities 4947 643-1513091127 | |
| Employer Identification Number (EIN) | 236210124 |
| Name of Organization | D Roberts Tuw Fbo Charities 4947 643-1513091127 |
| In Care of Name | Wachovia Bank National Associatio |
| Address | 101n Independence Mall E Macy 1372, Philadelphia, PA 19106 |
| Subsection | Charitable Organization |
| Ruling Date | 06/2006 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $91,899 |
| Amount of Income | $34,728 |
| Form 990 Revenue Amount | $4,535 |
| National Taxonomy of Exempt Entities (NTEE) | Environmental Quality, Protection and Beautification: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2012: $34,728 (it was $50,806 in 2011)
| This organization: | $34,728 |
| Other organizations performing similar types of work: | $95,458 |
Assets in 2012: $91,899 (it was $89,183 in 2011)
| D Roberts Tuw Fbo Charities 4947 643-1513091127: | $91,899 |
| Other organizations performing similar types of work: | $125,317 |
Expenses in 2012: $3,458
| This organization: | $3,458 |
| Other organizations performing similar types of work: | $44,938 |
Income to expenses ratio in 2012: 10.0
| This organization: | 10.0 |
| Other organizations performing similar types of work: | 6.1 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 4.6% |
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 | $6,382 | $6,343 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,637 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $3,745 | |||
| Total expenses and disbursements | $3,458 | $1,248 | $0 | $2,193 |
| Compensation of officers, directors, trustees, etc. | $1,631 | |||
| Total operating and administrative expenses | $1,673 | $1,248 | $408 | |
| Contributions, gifts, grants paid | $1,785 | |||
| Excess of revenue over expenses and disbursements | $2,924 | |||
| Net investment income | $5,095 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $91,899 | $97,025 |
| 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 | $87,955 | |
| Other | $3,944 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $91,899 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,745 |
| 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 | $102 |
| Total credits and payments | $69 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $69 |
| 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 | $33 |
| 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 | $94,212 |
| Net value of noncharitable-use assets | $92,800 |
| Minimum investment return | $4,640 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,538 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,538 |
| 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 | Trustees For Alaska Endowment Fund | 1026 W 4th Ave Ste 201, Anchorage, AK 99501-1980 | AK | 2009-07 | $4,853,448 |
| 2 | Montana Land Reliance Foundation | PO BOX 355, Helena, MT 59624 | MT | 2010-02 | $2,874,527 |
| 3 | Uec Land Corporation | 1500 E Park Pl, Milwaukee, WI 53211-3587 | WI | 2014-09 | $2,532,414 |
| 4 | Foundation For Pennsylvaniawatersheds | 116 Market St Ste 4, Johnstown, PA 15901-1644 | PA | 2007-06 | $2,528,341 |
| 5 | Garden Of The Gods Foundation | 1801 N 30th Street, Colorado Springs, CO 80904 | CO | 2011-09 | $2,425,937 |
| 6 | Regional Water Management Foundation A Subsidiary Of The | 7807 Soquel Dr, Aptos, CA 95003-3914 | CA | 2008-08 | $2,196,550 |
| 7 | Lakeshore Land Funding Company | PO BOX 5005, New York, NY 10163-5005 | NY | 2013-03 | $1,887,204 |
| 8 | Elh Kansas Avenue Inc | 3600 Georgia Ave Nw, Washington, DC 20010-1621 | DC | 2010-12 | $1,769,988 |
| 9 | Belwin Supporting Fund | 1660 S Hwy 100 Parkdale Plz Ste 426, Saint Louis Park, MN 55416 | MN | 2012-01 | $1,603,416 |
| 10 | Sustainable Pittsburgh | 425 6th Ave Ste 1335, Pittsburgh, PA 15219-1867 | PA | 2006-09 | $773,114 |
| 11 | Shenandoah National Park Trust | 414 East Market St Ste A, Charlottesvle, VA 22902-5202 | VA | 2007-05 | $651,148 |
| 12 | Western Rivers Forestry | 71 Sw Oak St Ste 100, Portland, OR 97204-3419 | OR | 2014-06 | $527,796 |
| 13 | D Roberts Tuw Fbo Charities 4947 643-1513091127 | 101n Independence Mall E Macy 1372, Philadelphia, PA 19106 | PA | 2006-06 | $34,728 |
| 14 | Greenspace Alliance Inc | 1315 Walnut St Ste 532, Philadelphia, PA 19107-4705 | PA | 2007-07 | $255 |
| 15 | Cleaner And Greener Endless Mountains Pa Inc | 284 2nd St, Laceyville, PA 18623-7942 | PA | 2015-04 | $0 |
| 16 | Friends Of Mcconnells Mill State Park Inc | Po Box 63, New Wilmington, PA 16142 | PA | 2000-10 | $0 |
| 17 | Goose Lagoon Inc | 118 Butternut Court, Eighty Four, PA 15330-8631 | PA | 2014-12 | $0 |
| 18 | Penn-York Valley Project Grow | 38507 Route 187, Rome, PA 18837-8232 | PA | 2015-01 | $0 |
| 19 | Pennsylvania Turfgrass Research Inc | 29 South Union St, Middletown, PA 17057 | PA | 2006-01 | $0 |
| 20 | Water Resources Technical Assistance Center | 2124 Penn Avenue, Pittsburgh, PA 15222-4410 | PA | 2012-04 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 223 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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