Nancy Wagman Foundation in Broomall, 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
| Nancy Wagman Foundation | |
| Employer Identification Number (EIN) | 232709851 |
| Name of Organization | Nancy Wagman Foundation |
| Address | 2508 Grant Rd, Broomall, PA 19008-1644 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $251,432 |
| Amount of Income | $243,241 |
| Form 990 Revenue Amount | $16,510 |
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 | $16,510 | $16,510 | $5,638 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,638 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $10,872 | |||
| Total expenses and disbursements | $39,317 | $900 | $900 | $37,517 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,800 | $900 | $0 | |
| Contributions, gifts, grants paid | $37,517 | |||
| Excess of revenue over expenses and disbursements | $-22,807 | |||
| Net investment income | $15,610 | |||
| Adjusted net income | $4,738 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $251,432 | $252,244 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $250,717 | |
| Other | $715 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $251,432 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $10,872 |
| 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 | $312 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $312 |
| 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 | $262,395 |
| Net value of noncharitable-use assets | $258,460 |
| Minimum investment return | $12,923 |
| Distributable Amount (for 2012) | |
| Distributable amount | $12,611 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $12,611 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | Nami Pennsylvania Lehigh Valley Chapter | 802 W Broad St, Bethlehem, PA 18018-5225 | PA | 1997-06 | $95,584 |
| 2 | Nami Pennsylvania | 846 Jefferson Avenue, Scranton, PA 18510 | PA | 1997-06 | $0 |
| 3 | Nami Pennsylvania, Berks County | PO BOX 6642, Wyomissing, PA 19610 | PA | 1997-06 | $55,961 |
| 4 | Nami Pennsylvania, Montgomery County | 100 W Main St Ste 204, Lansdale, PA 19446-2030 | PA | 1997-06 | $281,867 |
| 5 | Nami Pennsylvania, Southwestern Pa | 105 Braunlich Dr Ste 200, Pittsburgh, PA 15237-3351 | PA | 1997-06 | $1,287,312 |
| 6 | Nan Foundation | 350 Clair Rd, Southampton, PA 18966-3222 | PA | 2010-02 | $19,999 |
| 7 | Nancy & Tim Grumbacher Family Fdn | 2055 Rosewood Ln, York, PA 17403-5900 | PA | 1988-09 | $44,778 |
| 8 | Nancy E Gude Uw 17082-33 Girard Trust Bank | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1976-06 | $4,331 |
| 9 | Nancy L Hoffman Fund Warren County Commissioners Trustees | Market And Fourth, Warren, PA 16365 | PA | 1951-09 | $104,460 |
| 10 | Nancy Mccormick Memorail Fund | 1710 Penn Ave, Scranton, PA 18509-1928 | PA | 2009-07 | $10,702 |
| 11 | Nancy Wagman Foundation | 2508 Grant Rd, Broomall, PA 19008-1644 | PA | 1993-05 | $243,241 |
| 12 | Nant-Y-Glo Tri Area Museum & Historial Society, Liberty Museum | 929 Roberts St, Nanty Glo, PA 15943 | PA | 2001-04 | $0 |
| 13 | Nanticoke Quoit Club | 422 Railroad St, Nanticoke, PA 18634-1827 | PA | 1945-06 | $51,187 |
| 14 | Nanty Glo Fire Company | 870 Chestnut St, Nanty Glo, PA 15943-1206 | PA | 1993-02 | $586,822 |
| 15 | Nanty Glo Lodge No 207 Loyal Order Of Moose, 207 | 915 Lloyd Street, Nanty Glo, PA 15943 | PA | 1935-08 | $167,203 |
| 16 | Nanty Glo Public Library | 942 Roberts St, Nanty Glo, PA 15943-1303 | PA | 2003-02 | $56,003 |
| 17 | Naomis Place Transitional Housing Inc | 601 N Beatty, Pittsburg, PA 15206-2483 | PA | 2002-07 | $162,519 |
| 18 | Napm Of The Lehigh Valley | 1216 Linden St, Bethlehem, PA 18018-2954 | PA | 2001-03 | $68,318 |
| 19 | Naral Pro Choice Pennsylvania | PO BOX 58174, Philadelphia, PA 19102-8174 | PA | 1979-03 | $9,652 |
| 20 | Naral Pro-Choice Pennsylvania Foundation | PO BOX 58174, Philadelphia, PA 19102-8174 | PA | 1996-01 | $24,919 |
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