Aimee M L Becker Trust 03733-01-0 02-13-61 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
- Other organizations in Pennsylvania
| Aimee M L Becker Trust 03733-01-0 02-13-61 | |
| Employer Identification Number (EIN) | 046082918 |
| Name of Organization | Aimee M L Becker Trust 03733-01-0 02-13-61 |
| In Care of Name | Pnc Bank Na Ttee |
| Address | 1600 Market St 4th Fl, Philadelphia, PA 19103-7240 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 11/1989 |
| Deductibility | Contributions are deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,129,966 |
| Amount of Income | $3,125,888 |
| Form 990 Revenue Amount | $320,566 |
Non-representatives - add comments:
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 | $528,293 | $527,651 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $154,946 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,032 | |||
| Other | $372,315 | |||
| Total expenses and disbursements | $267,577 | $42,456 | $0 | $217,768 |
| Compensation of officers, directors, trustees, etc. | $45,988 | |||
| Total operating and administrative expenses | $62,846 | $42,456 | $13,037 | |
| Contributions, gifts, grants paid | $204,731 | |||
| Excess of revenue over expenses and disbursements | $260,716 | |||
| Net investment income | $485,195 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,759,073 | $5,417,754 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $170,378 | |
| Investments-corporate stock | $2,245,992 | |
| Investments-corporate bonds | $781,542 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,561,161 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,759,073 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $372,315 |
| 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 | $4,852 |
| Total credits and payments | $5,600 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $5,600 |
| 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 | $0 |
| Overpayment | $748 |
| Amount to be credited to 2013 estimated tax | $748 |
| 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 | $5,398,548 |
| Net value of noncharitable-use assets | $5,317,580 |
| Minimum investment return | $265,879 |
| Distributable Amount (for 2012) | |
| Distributable amount | $261,027 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $261,027 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $246,183 |
| 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 |
| Write your review! |
|
|
| 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
|
| Other organizations in Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Speakup | 528 E Lancaster Avenue Suite 50, St Davids, PA 19087-5045 | PA | 1998-02 | $506,533 |
| 2 | Aids Care Group | 2304 Edgmont Ave, Chester, PA 19013-5038 | PA | 1998-07 | $11,898,387 |
| 3 | Alder Health Services Inc | 100 N Cameron St Ste 301, Harrisburg, PA 17101-2424 | PA | 1988-04 | $2,559,837 |
| 4 | Aids Fund, From All Walks Of Life | 1227 Locust St, Philadelphia, PA 19107-5414 | PA | 1989-08 | $865,522 |
| 5 | Aids Law Project Of Pennsylvania | 1211 Chestnut St Ste 600, Philadelphia, PA 19107-4117 | PA | 1990-03 | $863,940 |
| 6 | Aids Outreach Inc | 112 N 5th St, Allenton, PA 18102-4108 | PA | 1990-09 | $167,942 |
| 7 | Aids Resource Alliance Inc | 500 W 3rd St, Williamsport, PA 17701-6010 | PA | 1991-08 | $861,547 |
| 8 | Aids Services In Asian Communities | 1711 South Broad Street, Philadelphia, PA 19148 | PA | 1999-06 | $62,295 |
| 9 | Aidsnet | 31 S Commerce Way Ste 400, Bethlehem, PA 18017-8992 | PA | 1994-07 | $2,114,055 |
| 10 | Aiken Water Company | PO BOX 208, Gifford, PA 16732-0208 | PA | 1993-01 | $63,950 |
| 11 | Aimee M L Becker Trust 03733-01-0 02-13-61 | 1600 Market St 4th Fl, Philadelphia, PA 19103-7240 | PA | 1989-11 | $3,125,888 |
| 12 | Aimee Y Decker Charitable Tr, Bank Fulton Ttee | PO BOX 3215, Lancaster, PA 17604-3215 | PA | 1995-12 | $234,560 |
| 13 | Aimsvar | Po Box 392, Chadds Ford, PA 19317 | PA | 2009-09 | $0 |
| 14 | Aippi Us Inc | PO BOX 1312, Monroeville, PA 15146-5712 | PA | 1957-10 | $74,706 |
| 15 | Air Conditioning Contractors Americ A Western Pa Chapter Scholrshp Fnd | 522 E Vanderbilt Dr, Mars, PA 16046-2370 | PA | 2002-09 | $1,775 |
| 16 | Air Conditioning Contractors Of America | 994 Old Eagle Rd Suite 1019, Wayne, PA 19087 | PA | 1965-05 | $93,570 |
| 17 | Air Heritage Inc | Beaver County Airport, Beaver Falls, PA 15010 | PA | 1986-07 | $52,280 |
| 18 | Air Products Foundation | 7201 Hamilton Blvd, Allentown, PA 18195-9642 | PA | 1981-02 | $49,180,420 |
| 19 | Air Products Retirees Association | 7201 Hamilton Blvd, Allentown, PA 18195-9642 | PA | 2008-09 | $62,520 |
| 20 | Air Rescue East Inc | 561 W Otterman St, Greensburg, PA 15601-2152 | PA | 1986-09 | $117,928 |
Organization representatives - add corrected or new information about Aimee M L Becker Trust 03733-01-0 02-13-61 »
Non-representatives - add comments about Aimee M L Becker Trust 03733-01-0 02-13-61»