Sweet Water Tr, Bucker Walker G Jr Ttee in Kennett Sq, 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
- Other organizations in Pennsylvania
| Sweet Water Tr, Bucker Walker G Jr Ttee | |
| Employer Identification Number (EIN) | 043118545 |
| Name of Organization | Sweet Water Tr |
| Secondary Name | Bucker Walker G Jr Ttee |
| Address | 674 Unionville Rd Ste 105, Kennett Sq, PA 19348-4712 |
| Activities | Preservation of natural resources (conservation), Other conservation, environmental or beautification activities, Land acquisition for preservation |
| Subsection | Charitable Organization |
| Ruling Date | 09/1991 |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $16,395,349 |
| Amount of Income | $215,376 |
| Form 990 Revenue Amount | $1,460,873 |
Non-representatives - add comments:
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 | $-65,468 | $145,149 | $0 | |
| Contributions, gifts, grants, etc., received | $40,216 | |||
| Interest on savings and temporary cash investments | $114 | |||
| Dividends and interest from securities | $145,035 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $2,285,369 | $361,449 | $0 | $983,234 |
| Compensation of officers, directors, trustees, etc. | $45,197 | |||
| Total operating and administrative expenses | $632,545 | $361,449 | $229,348 | |
| Contributions, gifts, grants paid | $1,652,824 | |||
| Excess of revenue over expenses and disbursements | $-2,350,837 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $17,346,527 | $22,721,919 |
| Cash - non-interest-bearing | $389,486 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $16,956,741 | |
| Other | $300 | |
| Total liabilities | $919 | |
| Mortgages and other notes payable | $0 | |
| Other | $919 | |
| Total liabilities and net assets/fund balances | $17,345,608 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-250,833 |
| 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? | 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 | $23,805,349 |
| Net value of noncharitable-use assets | $23,448,260 |
| Minimum investment return | $1,172,413 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,172,413 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,172,413 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $926,880 |
| 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 Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Swatara Township Firemens Relief Assn Co | 599 Eisenhower Blvd, Harrisburg, PA 17111-2304 | PA | 1994-11 | $208,940 |
| 2 | Swedeland Volunteer Fire Company No 1 | 609 A St, Kng Of Prussa, PA 19406-2734 | PA | 2001-08 | $192,869 |
| 3 | Swedesburg Volunteer Fire Company | 310 Jefferson St, Bridgeport, PA 19405-1708 | PA | 2008-03 | $200,382 |
| 4 | Swedish Colonial Society | 916 S Swanson St, Philadelphia, PA 19147-4332 | PA | 1959-11 | $42,417 |
| 5 | Sweet Adelines International, Greater Harmony | 145 Rana Ln, Gibsonia, PA 15044-9397 | PA | 1955-10 | $33,343 |
| 6 | Sweet Adelines International, Greater Harrisburg | 1514 Pennsylvania Ave, Paoli, PA 19301 | PA | $78,198 | |
| 7 | Sweet Adelines International, Lehigh Valley | 442 Scholl Rd, Bath, PA 18014-8874 | PA | 1955-10 | $20,218 |
| 8 | Sweet Adelines International, Sounds Of Pittsburgh Chorus | 244 Dutch Ridge Road, Ellwood City, PA 16117 | PA | 1955-10 | $0 |
| 9 | Sweet Adelines International, Valley Forge Chorus Sweet Adelines International | Po Box 242, Valley Forge, PA 19481 | PA | 1955-10 | $32,150 |
| 10 | Sweet Charity Inc | 1209 Villanova Ave, Folsom, PA 19033-1032 | PA | 1993-11 | $625 |
| 11 | Sweet Water Tr, Bucker Walker G Jr Ttee | 674 Unionville Rd Ste 105, Kennett Sq, PA 19348-4712 | PA | 1991-09 | $215,376 |
| 12 | Sweetgum Foundation Inc | 2203 Almanack Ct, Pittsburgh, PA 15237-1501 | PA | 1999-11 | $2,028 |
| 13 | Swiftwater Elementary Center Pto | 135 Academic Drive, Swiftwater, PA 18370 | PA | 2005-02 | $70,118 |
| 14 | Swiss Club Of Altoona | 1219 Harrison Ave, Altoona, PA 16602-6201 | PA | 1944-01 | $300,655 |
| 15 | Swiss Pioneer Preservation Associates Inc | PO BOX 2324, Martindale, PA 17549-0324 | PA | 1995-05 | $128,565 |
| 16 | Swissvale Lodge No 415 Loyal Order Of Moose, 415 | 2200 Woodstock Ave, Swissvale, PA 15218-2606 | PA | 1935-08 | $87,177 |
| 17 | Sybiel B Berkman Foundation | 850 Poplar St, Pittsburgh, PA 15220-2828 | PA | 1965-12 | $1,998,319 |
| 18 | Syc Youth Club | PO BOX 173, New Freedom, PA 17349-0173 | PA | 1986-05 | $100,553 |
| 19 | Sykesville Ambulance Service Inc | PO BOX 31, Sykesville, PA 15865-0031 | PA | 1974-03 | $118,439 |
| 20 | Sykesville Veterans Club Inc, 345 | 106 W Liberty St, Sykerville, PA 15865 | PA | 1946-03 | $112,840 |
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