Otilia Petersen Tuw Tr, 2513898390 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
| Otilia Petersen Tuw Tr, 2513898390 | |
| Employer Identification Number (EIN) | 256854204 |
| Name of Organization | Otilia Petersen Tuw Tr |
| Secondary Name | 2513898390 |
| In Care of Name | Wachovia Bank |
| Address | 101n Independ Mall E Macy1372-062, Philadelphia, PA 19106 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2012 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $619,892 |
| Amount of Income | $265,038 |
| Form 990 Revenue Amount | $68,373 |
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 | $24,010 | $23,757 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $16,930 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $7,080 | |||
| Total expenses and disbursements | $31,515 | $5,147 | $0 | $25,103 |
| Compensation of officers, directors, trustees, etc. | $6,637 | |||
| Total operating and administrative expenses | $12,071 | $5,147 | $5,659 | |
| Contributions, gifts, grants paid | $19,444 | |||
| Excess of revenue over expenses and disbursements | $-7,505 | |||
| Net investment income | $18,610 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $619,892 | $651,979 |
| 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 | $595,948 | |
| Other | $23,944 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $619,892 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,080 |
| 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 | $372 |
| Total credits and payments | $1,225 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,225 |
| 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 | $853 |
| Amount to be credited to 2013 estimated tax | $372 |
| 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? | 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 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 | $639,888 |
| Net value of noncharitable-use assets | $630,300 |
| Minimum investment return | $31,515 |
| Distributable Amount (for 2012) | |
| Distributable amount | $31,143 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $31,143 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $12,727 |
| 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 | Oregon Hunting & Fishing Club | 833 Brackenridge Ave, Brackenridge, PA 15014-1401 | PA | 1944-03 | $263,578 |
| 2 | Oregon New Year Association | 1728 S 2nd St # 32, Philadelphia, PA 19148-1908 | PA | 1977-04 | $40,985 |
| 3 | Northern West Virginia Quarter Horse Associates Inc | 390 Woods Road, Waynesburg, PA 15370 | PA | 1986-10 | $60,625 |
| 4 | Pet Matchmaker Rescue | 1019 Mahanoy St, Trevorton, PA 17881-1005 | PA | 2006-07 | $201,505 |
| 5 | Philadelphia Dog Training Club Inc | 3644 Darby Road, Bryn Mawr, PA 19010 | PA | 1977-01 | $0 |
| 6 | Out Island Ministries Inc | PO BOX 40, Hanover, PA 17331-0040 | PA | 1978-07 | $100,897 |
| 7 | Ekta India Missions Inc | PO BOX 85, Mount Joy, PA 17552-0085 | PA | 2001-07 | $33,961 |
| 8 | Pennsylvania Society Of Chaplains | 512 Hamilton Rd, Ambler, PA 19002-2613 | PA | 2003-07 | $16,118 |
| 9 | Pennsylvania Soybean Promotion Board | 2215 Forest Hills Dr, Harrisburg, PA 17112-1099 | PA | 1991-10 | $842,489 |
| 10 | Perry Gardens Opportunity Center Inc | 240 New York Dr Ste 1, Ft Washington, PA 19034-2514 | PA | 2007-09 | $250 |
| 11 | Otilia Petersen Tuw Tr, 2513898390 | 101n Independ Mall E Macy1372-062, Philadelphia, PA 19106 | PA | $265,038 | |
| 12 | Paragano Family Foundation Inc | 1650 Market St Ste 1200, Philadelphia, PA 19103-7311 | PA | 1983-12 | $2,787,522 |
| 13 | Philippians 4 19 Foundation | 3086 Highley Rd, Audubon, PA 19403-1839 | PA | 2000-09 | $42,947 |
| 14 | Pascale Sykes Foundation Incorporated | 1650 Market Street, Phila, PA 19103-7301 | PA | 1992-04 | $17,418,614 |
| 15 | Paul Arthur Lamendola Foundation | PO BOX 39791, Philadelphia, PA 19106-0791 | PA | 2006-09 | $24,807 |
| 16 | Pennsylvania Concrete Pipe Assoc | 1900 Pennsylvania Avenue, Croydon, PA 19021 | PA | 1997-12 | $43,353 |
| 17 | Pennsylvania Pest Control Associati Inc | 116 Pine St Ste 5th Fl, Harrisburg, PA 17101-1244 | PA | 1982-02 | $124,345 |
| 18 | Peter T Milano Scholarship Fund | 668 Stony Hill Rd Box 128, Yardley, PA 19067-4498 | PA | 2006-03 | $29,026 |
| 19 | Philadelphia And Vicinity Millwright Contractors Association | 1803 Spring Garden Street, Philadelphia, PA 19130 | PA | 1994-02 | $0 |
| 20 | Philadelphia Dermatological Society | 14 Penn Tower 1 Convention Avenue, Philadelphia, PA 19104 | PA | 1998-01 | $33,575 |
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