Sam And Kate Sidewater Foundation, Sidewater Samuel Ttee in Philadelphia, Pennsylvania (PA)

Sam And Kate Sidewater Foundation, Sidewater Samuel Ttee
Employer Identification Number (EIN)	232673126
Name of Organization	Sam And Kate Sidewater Foundation
Secondary Name	Sidewater Samuel Ttee
In Care of Name	Bruce A Rosenfield Esq
Address	1600 Market St Ste 3600, Philadelphia, PA 19103-7212
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	04/1992
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	11/2013
Assets	$100,000 to $499,999
Income	$25,000 to $99,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$320,842
Amount of Income	$72,190
Form 990 Revenue Amount	$15,170

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$37,912	$35,188	$0
Contributions, gifts, grants, etc., received	$26,568
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$9,551
Gross rents	$0
Gross sales price for all assets	$36,071
Gross profit from sales of goods	$0
Other income	$0
Other	$1,793
Total expenses and disbursements	$21,801	$1,021	$0	$17,980
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$2,500
Accounting fees	$0
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$3,821	$1,021		$0
Contributions, gifts, grants paid	$17,980
Excess of revenue over expenses and disbursements	$16,111
Net investment income		$34,167
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$298,398	$293,519	$303,731	$306,921	$320,842	$372,182
Cash - non-interest-bearing	$1		$6		$4
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$0		$0		$0
Investments-corporate bonds	$0		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$287,953		$296,094		$316,641
Other assets			$0		$0
Total liabilities	$0		$0		$1,000
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$1,000
Total liabilities and net assets/fund balances	$298,398		$303,731		$319,842

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$5,672	$10,362	$1,793
Net capital loss	$0	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$123	$338	$342
Total credits and payments	$160	$437	$899
Current year estimated tax payments and previous year's overpayment credited to current year	$160	$437	$399
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$500
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$0	$0
Overpayment		$99	$557
Amount to be credited to next year's estimated tax	$37	$99	$557

	2011	2012	2013
Statements Regarding Activities
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	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
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?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	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	No	No
Agree to pay money or property to a government official?	No	No	No
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?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above 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?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year 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?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
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 this year?		No	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	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	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	No	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	No	No
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?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$310,403	$354,471	$352,741
Net value of noncharitable-use assets		$349,154	$347,450
Minimum investment return	$15,287	$17,458	$17,373

	2011	2012	2013
Distributable Amount
Distributable amount	$15,164	$17,120	$17,031

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$15,164	$17,120	$17,031
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
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

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$9,551	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
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:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Sam And Kate Sidewater Foundation, Sidewater Samuel Ttee to others? (optional)

Yes

Add photo of Sam And Kate Sidewater Foundation, Sidewater Samuel Ttee (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (3.21.248.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Light Of The World Ministries in Philadelphia, PA
Florence Cowanova School Of Dance in Philadelphia, PA
Norris Community Resident Council Inc in Philadelphia, PA
Antioch Christian Fellowship in Philadelphia, PA
Iron Sharpens Iron in Philadelphia, PA
Trinity Recovery Network Inc in Philadelphia, PA
Amici Opera Company in Philadelphia, PA
City Youth Association Gators in Philadelphia, PA
Victory House International Ministries Inc in Philadelphia, PA
Holy Church Of The Living God Inc in Philadelphia, PA

Recently Added Reviews

Light Of The World Ministries in Philadelphia, PA

Florence Cowanova School Of Dance in Philadelphia, PA

Norris Community Resident Council Inc in Philadelphia, PA

Antioch Christian Fellowship in Philadelphia, PA

Iron Sharpens Iron in Philadelphia, PA

Trinity Recovery Network Inc in Philadelphia, PA

Amici Opera Company in Philadelphia, PA

City Youth Association Gators in Philadelphia, PA

Victory House International Ministries Inc in Philadelphia, PA

Holy Church Of The Living God Inc in Philadelphia, PA

Id	Name	Address	State	Established	Total Income
Other organizations in Pennsylvania
1	Samuel H Jones Jr Scholarship Grant Tr Henry Paulding Memorial, Henry Paulding Memorial	PO BOX 3215, Lancaster, PA 17604-3215	PA	2003-08	$30,768
2	Samuel L Abrams Foundation	PO BOX 185, Pittsburgh, PA 15230-0185	PA	1966-06	$330,194
3	Samuel L Howell Charitable Trust	C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222	PA	1900-12	$71,006
4	Samuel M Vauclain Fire Company Of Leiperville	1201 Haverford Rd, Crum Lynne, PA 19022-1106	PA	1992-07	$105,308
5	Samuel Notman Mitchell Foundation	51 Crestline Rd, Wayne, PA 19087-2672	PA	1985-09	$2
6	Samuel P Mandell Foundation	1818 Market St Ste 3220, Philadelphia, PA 19103-3632	PA	1958-02	$2,848,166
7	Samuel Rosenblum Foundation	50 Belmont Ave Apt 202, Bala Cynwyd, PA 19004-2409	PA	1964-12	$34,540
8	Samuel S Fels Fund	1616 Walnut St Apt 800, Philadelphia, PA 19103-5303	PA	1937-12	$38,823,229
9	Samuel S Heffner And Missouri S Heffner Memorial Fund Bethany	1340 Broadcasting Road Suite 100, Wyomissing, PA 19610	PA	2003-06	$19,146
10	Samuel S Heffner And Missouri S Heffner Memorial Fund Topton, 1170000135	1340 Broadcasting Road Suite 100, Wyomissing, PA 19610	PA	2003-06	$23,116
11	Sam And Kate Sidewater Foundation, Sidewater Samuel Ttee	1600 Market St Ste 3600, Philadelphia, PA 19103-7212	PA	1992-04	$72,190
12	Samuel Tabas Family Foundation	355 W Lancaster Ave, Haverford, PA 19041-1547	PA	1952-09	$57,840
13	Samuel W Fogelsanger Tuw	PO BOX 6010, Chambersburg, PA 17201-6010	PA	2004-09	$367,122
14	Samuel W Smith Memorial Public Library	201 Maple Street, Port Allegany, PA 16743	PA	1946-05	$209,422
15	Samuels Family Foundation	2121 S 12th St, Allentown, PA 18103-4751	PA	1960-11	$376,586
16	San Rocco Cultural Committee	841 23rd Street Suite 2, Aliquippa, PA 15001-2736	PA	1992-04	$74,592
17	Sanatoga Fire Co Of Sanatoga Pa	2222 E High St, Pottstown, PA 19464-3216	PA	1978-09	$296,634
18	Sanatoga Fire Company Auxillary	2222 E High St, Pottstown, PA 19464-3216	PA	2007-01	$4,104
19	Sanatoga Ridge Community Inc	2461 East High Street, Pottstown, PA 19464-3189	PA	1990-03	$5,291,634
20	Sanctuary Church Of The Open Door Inc	5923 Walnut St 41, Philadelphia, PA 19139-3839	PA	1983-03	$504,925

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Sam And Kate Sidewater Foundation, Sidewater Samuel Ttee and has no official or unofficial affiliation with Sam And Kate Sidewater Foundation, Sidewater Samuel Ttee