Wm Brian & Judith A Little Charitable Trust Ua 06-15-92, Little W B & J A Ttees in Hockessin, Delaware (DE)

Organization representatives - add corrected or new information about Wm Brian & Judith A Little Charitable Trust Ua 06-15-92, Little W B & J A Ttees »

Non-representatives - add comments about Wm Brian & Judith A Little Charitable Trust Ua 06-15-92, Little W B & J A Ttees»

Wm Brian & Judith A Little Charitable Trust Ua 06-15-92, Little W B & J A Ttees
Employer Identification Number (EIN)136995435
Name of OrganizationWm Brian & Judith A Little Charitable Trust Ua 06-15-92
Secondary NameLittle W B & J A Ttees
In Care of NameBrandywine Mgmt Svcs
Address7234 Lancaster Pike 300-A, Hockessin, DE 19707-8743
ActivitiesBusiness promotion (chamber of commerce, business league, etc.)
SubsectionCharitable Organization
Ruling Date05/1994
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$1,000,000 to $4,999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$3,559,798
Amount of Income$94,614
Form 990 Revenue Amount$113,255


Non-representatives - add comments:


CAPTCHA

Your IP address 3.91.157.213 will be logged.

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$289,849$277,267$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$0
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$94,614
Other$195,235
Total expenses and disbursements$281,482$58,632$0$219,323
Compensation of officers, directors, trustees, etc.$19,233
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$76,482$58,632$14,323
Contributions, gifts, grants paid$205,000
Excess of revenue over expenses and disbursements$8,367
Net investment income$218,635
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$3,526,283$3,425,364$3,551,431$3,789,541$3,559,798$4,242,269
Cash - non-interest-bearing$0$0$0
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$3,455,819$3,419,155$3,396,116
Other assets$0$0
Total liabilities$0$1$0
Total liabilities and net assets/fund balances$3,526,283$3,551,431$3,559,798
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$52,261$125,783$195,235
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$543$3,188$4,373
Total credits and payments$4,320$3,300$4,052
Current year estimated tax payments and previous year's overpayment credited to current year$0$3,300$3,212
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$4,320$0$840
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$321
Overpayment$112$0
Amount to be credited to next year's estimated tax$600$112$0
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
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?NoNo
Has the foundation filed a tax return on Form 990-T for this year?YesYes
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
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?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
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?NoNo
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?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
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?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
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?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
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?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
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?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$3,463,803$3,751,968$4,274,043
Net value of noncharitable-use assets$3,695,688$4,209,932
Minimum investment return$170,592$184,784$210,497
Distributable Amount
201120122013
Distributable amount$170,049$181,596$212,201
Undistributed Income
201120122013
Distributable amount for this year$170,049$181,596$212,201
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
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$0$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$-33,021$0$-3,302
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$-30,001$0$-3,000
Income (loss) from partnerships and S corporations$-3,021$0$-302
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$-3,302
Unrelated business taxable income before net operating loss deduction$-3,302
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-3,302
Specific deduction$0
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 Wm Brian & Judith A Little Charitable Trust Ua 06-15-92, Little W B & J A Ttees to others? (optional)
  
Add photo of Wm Brian & Judith A Little Charitable Trust Ua 06-15-92, Little W B & J A Ttees (optional)

About You

Your nickname:

Optional Verification

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

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Recently Added Reviews
How I Decide Foundation in Wilmington, DE
No Limit Athletics Inc in Wilmington, DE
*****
Female Benevolent Society Of Wilmington In The State Of De in Wilmington, DE
*****
New Covenant Christian Church, Eglise Chretienne De La Nouvelle Al in Bear, DE
Gateway House Inc in Wilmington, DE
*****
Mot Future Stars Inc in Townsend, DE
*
Mountainside Productions Inc in Camden Wyoming, DE
***
Stehm Inc in Wilmington, DE
Jerry And Terri Kohl Familyfoundation in Wilmington, DE
*****
Abide Foundation in Wilmington, DE
****
Other organizations in Delaware
IdNameAddressStateEstablishedTotal Income
1Robert & Ardis James Foundation501 Silverside Rd Ste 123, Wilmington, DE 19809-1377DE1987-07$21,033,640
2Roger And Katherine Flahive Foundation501 Silverside Rd Ste 123, Wilmington, DE 19809-1377DE2006-03$586,537
3Rosenkranz Charitable Foundation2711 Centerville Rd, Wilmington, DE 19808-1660DE2003-02$1,035,316
4Royal Scott Foundation Tr, Steeley Roy S Ttee501 Silverside Rd Ste 123, Wilmington, DE 19809-1377DE1997-02$160,284
5Skating Club Of Wilmington1301 Carruthers Ln, Wilmington, DE 19803-4601DE1998-01$758,835
6Sternlicht Family Foundation Inc, Sternlicht Barry S Tte501 Silverside Rd Ste 123, Wilmington, DE 19809-1377DE2002-10$31,503,194
7The Gromet Foundation40 E Main St 756, Newark, DE 19711-4639DE1994-03$2,556,780
8The Thomas Rosato Foundation501 Silverside Rd Ste 123, Wilmington, DE 19809-1377DE2004-11$424,832
9Trust U/A Wh Eugene Kelly Da 7-30-69-8975 For Initial/Teaching1100 N Market St, Wilmington, DE 19890-0001DE1973-06$1,085,184
10Trust U/A With David Flett Dupont The Charitable Fund1100 N Market St, Wilmington, DE 19890-1100DE1974-04$969,008
11Wm Brian & Judith A Little Charitable Trust Ua 06-15-92, Little W B & J A Ttees7234 Lancaster Pike 300-A, Hockessin, DE 19707-8743DE1994-05$94,614
12Greenwood Mennonite School Corporation12802 Mennonite School Rd, Greenwood, DE 19950-5309DE2000-11$0
13Orthodox Adas Kodesch Shel Emeth Congregation Inc4412 Washington Blvd, Wilmington, DE 19802-1226DE2004-08$0
14Salesianum School Inc2012 N Broom St, Wilmington, DE 19802-3827DE1946-03$0
15Seipp Charitable Tr, Seipp Harry Ttee24564 Seipp Ln, Seaford, DE 19973DE2006-03$0
161103 Market Street Foundation1103 N Market St, Wilmington, DE 19801-1223DE2006-05$115,171
171212 Corporation2700 N Washington St, Wilmington, DE 19802-3536DE1983-03$194,752
18300 George Street Funding Company Inc500 Stanton Christiana St-Ops 3 2-P, Newark, DE 19713-2105DE2006-06$4,524,451
1934-15c Sub Ttee George Jr Republic Asn200 Bellevue Pkwy Ste 220, Wilmington, DE 19809-3727DE$17,877
20445th Aaa Veterans Association163 Upland Ave, Dover, DE 19901-4244DE1986-02$1,418

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Wm Brian & Judith A Little Charitable Trust Ua 06-15-92, Little W B & J A Ttees and has no official or unofficial affiliation with Wm Brian & Judith A Little Charitable Trust Ua 06-15-92, Little W B & J A Ttees