Walter W Oakley Tr in Milwaukee Wi, 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
| Walter W Oakley Tr | |
| Employer Identification Number (EIN) | 166015436 |
| Name of Organization | Walter W Oakley Tr |
| In Care of Name | Chase Manhattan Bank |
| Address | JPMORGAN CHASE BANKPO BOX 3038, Milwaukee Wi, NY 14603 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1970 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $28,643 |
| Amount of Income | $1,218 |
| Form 990 Revenue Amount | $1,218 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $1,218 | $1,218 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $689 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $528 | |||
| Total expenses and disbursements | $1,842 | $247 | $0 | $1,317 |
| Compensation of officers, directors, trustees, etc. | $329 | |||
| Total operating and administrative expenses | $632 | $247 | $107 | |
| Contributions, gifts, grants paid | $1,210 | |||
| Excess of revenue over expenses and disbursements | $-624 | |||
| Net investment income | $971 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $28,643 | $26,446 |
| Cash - non-interest-bearing | $637 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $26,412 | |
| Other | $1,594 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $28,643 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $528 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $19 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $19 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $29,929 |
| Net value of noncharitable-use assets | $29,480 |
| Minimum investment return | $1,474 |
| Distributable Amount (for 2011) | |
| Distributable amount | $1,766 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $1,766 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $1,656 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Walter Beebe Scholarship Fund Inc | 140 Cottage St, Middletown, NY 10940-3705 | NY | 2010-11 | $17,612 |
| 2 | Walter E Dickinson Art 6 Tr 149812 Uw Fbo North Cong Church Amherst | Two Court Sq 8th Fl, Long Island City, NY 11101-4356 | NY | 1982-10 | $17,634 |
| 3 | Walter Elwood Museum Of The Mohawk Valley | 100 Church Street, Amsterdam, NY 12010-4211 | NY | 1982-01 | $168,370 |
| 4 | Walter H Weil Family Foundation | PO BOX 4213, East Hampton, NY 11937-0257 | NY | 1990-07 | $7 |
| 5 | Walter J And Anna H Burchan Charitable Trust | 6 Ford Ave, Oneonta, NY 13820-1818 | NY | 1980-05 | $662,121 |
| 6 | Walter K Hoerning Endowment Fund | 285 Fifth Ave Ste 453, Brooklyn, NY 11215-2425 | NY | 1994-08 | $35,485 |
| 7 | Walter L & Ellen M Miller Trust 591-1150141556 | 1100 Wehrle Drive 2nd Floor, Buffalo, NY 14221-7748 | NY | 2003-11 | $51,634 |
| 8 | Walter Reade Foundation Inc | 155 E 38th St, New York, NY 10016-2660 | NY | 1951-05 | $18,906 |
| 9 | Walter Rich Charitable Foundation | 192 Main St, Cooperstown, NY 13326-1138 | NY | 1997-09 | $50,015 |
| 10 | Walter W Naumburg Foundation Inc | 120 Claremont Ave, New York, NY 10027-4689 | NY | 1932-02 | $2,032,690 |
| 11 | Walter W Oakley Tr | JPMORGAN CHASE BANKPO BOX 3038, Milwaukee Wi, NY 14603 | NY | 1970-12 | $1,218 |
| 12 | Walther Family Foundation | 77 Water St Fl 9, New York, NY 10005-4414 | NY | 2010-01 | $737,131 |
| 13 | Walton Avenue Senior Housing Development Fund Company Inc | 900 Grand Concourse, Bronx, NY 10451-2746 | NY | 1994-08 | $1,408,465 |
| 14 | Walton Central School District 1 Trust U W Henry L Wood | PO BOX 389, Walton, NY 13856-0389 | NY | 1987-03 | $7,012 |
| 15 | Walton Co-Op Fire Insurance Co | 30750 State Highway 10, Walton, NY 13856-2170 | NY | 1945-04 | $234,479 |
| 16 | Walton Historical Society | 9 Townsend St, Walton, NY 13856-1309 | NY | 1995-01 | $17,992 |
| 17 | Walton Trust Fbo First Baptist Church | PO BOX 389, Walton, NY 13856-0389 | NY | $778 | |
| 18 | Walworth Seely Public Library | 3600 Lorraine Dr, Walworth, NY 14568-9311 | NY | 2003-12 | $287,095 |
| 19 | Wanakah Country Club | 5161 Lake Shore Rd, Hamburg, NY 14075-5722 | NY | 1943-02 | $3,527,059 |
| 20 | Wanderer Family Foundation | 130 E 59th St 1056b, New York, NY 10022-1302 | NY | 2007-03 | $33,556 |
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