Stanley & Marty Arkwright Conservation Trust 2013-35964200 in Philadelphia, Pennsylvania (PA)

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Stanley & Marty Arkwright Conservation Trust 2013-35964200
Employer Identification Number (EIN)816088061
Name of OrganizationStanley & Marty Arkwright Conservation Trust 2013-35964200
In Care of NameWells Fargo Bank Na
Address101n Independence Mall E, Philadelphia, PA 19106-2112
SubsectionCharitable Organization
Ruling Date06/2006
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$3,759,006
Amount of Income$789,047
Form 990 Revenue Amount$697,409
National Taxonomy of Exempt Entities (NTEE)Environmental Quality, Protection and Beautification: Single Organization Support


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Amount of income in 2012: $789,047
This organization: 

 $789,047
Other organizations performing similar types of work: 

 $104,991

Assets in 2012: $3,759,006
Stanley & Marty Arkwright Conservation Trust 2013-35964200: 

 $3,759,006
Other organizations performing similar types of work: 

 $136,014

Expenses in 2007: $266,850
This organization: 

 $266,850
Other organizations performing similar types of work: 

 $173,552

Income to expenses ratio in 2007: 2.6
Stanley & Marty Arkwright Conservation Trust 2013-35964200: 

 2.6
Other organizations performing similar types of work: 

 2.6

Expenses allocated to program services in 2007: 95.5%
Stanley & Marty Arkwright Conservation Trust 2013-35964200: 

 95.5%
Other organizations performing similar types of work: 

 69.3%

Grants share in income in 2007: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 7.8%

Financial snapshot ($)

Revenue for 2007

Assets at end of 2007

Expenses for 2007

Functional Expenses for 2007 ($)

Income-Producing Activities for 2007

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20062007
Total revenue$208,316$697,409
Contributions, gifts, grants, and similar amounts received$0$0
Contributions to donor advised funds$0$0
Direct public support$0$0
Indirect public support$0$0
Government contributions (grants)$0$0
Program service revenue including government fees and contracts$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$154,437$164,207
Net rental income or (loss)$0$0
Gross rents$0$0
Less: rental expenses$0$0
Other investment income$0$0
Gain or (loss) from sales of assets other than inventory$53,109$530,409
Gross amount from sales of assets other than inventory$553,544$1,934,255
Less: cost or other basis and sales expenses$500,435$1,403,846
Net income or (loss) from special events and activities$0$0
Gross revenue$0$0
Less: direct expenses other than fundraising expenses$0$0
Gross profit or (loss) from sales of inventory$0$0
Gross sales of inventory, less returns and allowances$0$0
Less: cost of goods sold$0$0
Other revenue$770$2,793
Total expenses$274,417$266,850
Program services$245,595$254,949
Management and general$28,822$11,901
Fundraising$0$0
Payments to affiliates$0$0
Net assets or fund balances at end of year$3,932,009$4,330,725
Excess or (deficit) for the year$-66,101$430,559
Net assets or fund balances at beginning of year$3,999,179$3,932,009
Other changes in net assets or fund balances$-1,069$-31,843
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$266,850$254,949$11,901$0
Grants paid from donor advised funds$0
Other grants and allocations$225,821
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$37,294$27,971$9,323$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$0$0$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$1,157$1,157$0$0
Legal fees$0$0$0$0
Supplies$0$0$0$0
Telephone$0$0$0$0
Postage and shipping$0$0$0$0
Occupancy$0$0$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$0$0$0$0
Travel$0$0$0$0
Conferences, conventions, and meetings$0$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$2,578$0$2,578$0
Balance Sheets
20062007
Total assets$3,932,009$4,330,725
Cash - non-interest-bearing$0$0
Savings and temporary cash investments$219,759$449,646
Accounts receivable less allowance for doubtful accounts$0$0
Pledges receivable less allowance for doubtful accounts$0$0
Grants receivable$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$0$0
Investments - publicly-traded securities$3,712,250$3,881,079
Investments - other securities$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0
Investments - other$0$0
Land, buildings, and equipment less accumulated depreciation$0$0
Other assets, including program-related investments$0$0
Total liabilities$0$0
Accounts payable and accrued expenses$0$0
Grants payable$0$0
Deferred revenue$0$0
Loans from officers, directors, trustees, and key employees$0$0
Tax-exempt bond liabilities$0$0
Mortgages and other notes payable$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$3,932,009$4,330,725
Total net assets or fund balances$3,932,009$4,330,725
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20062007
Total revenue$0$0
Total revenue, gains, and other support per audited financial statements$0$0
Other expenses$0$0
Net unrealized gains on investments$0$0
Donated services and use of facilities$0$0
Recoveries of prior year grants$0$0
Other$0$0
Other revenue$0$0
Investment expenses$0$0
Other$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20062007
Total expenses$0$0
Total expenses and losses per audited financial statements$0$0
Other revenue$0$0
Donated services and use of facilities$0$0
Prior year adjustments$0$0
Losses$0$0
Other$0$0
Other expenses$0$0
Investment expenses$0$0
Other$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
4$37,294$0$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$697,409$0
Program service revenue
Program service revenue 1000000$000$0$0
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$164,207$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$530,409$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$2,793$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
Enter the total number of donor advised funds owned at the end of the tax year$0
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isNot controlled by disqualified persons/supports non private foundation
Type of supporting organization4
Information about the supported organizations
Employer identification number (EIN)Name of organizationType of organizationIs the supported organization listed in the supporting organization's governing documents?Amount of support
810362989University Of Montana FoundationYes$225,821
Total$225,821
Support Schedule
20052006
Total$0$0
Gifts, grants, and contributions received$0$0
Membership fees received$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0
Net income from unrelated business activities not included above$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0
Other income$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$189,472$182,052$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$121,198
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$68,274
Total expenses and disbursements$232,754$31,696$0$199,964
Compensation of officers, directors, trustees, etc.$37,152
Total operating and administrative expenses$43,077$31,696$10,287
Contributions, gifts, grants paid$189,677
Excess of revenue over expenses and disbursements$-43,282
Net investment income$150,356
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$3,800,235$3,922,431
Cash - non-interest-bearing$4,810
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$3,595,692
Other$199,733
Total liabilities$0
Total liabilities and net assets/fund balances$3,800,235
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$68,274
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$3,007
Total credits and payments$1,414
2011 estimated tax payments and 2010 overpayment credited to 2011$1,414
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$1,593
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$4,066,907
Net value of noncharitable-use assets$4,005,900
Minimum investment return$200,295
Distributable Amount (for 2011)
Distributable amount$197,288
Undistributed Income (for 2011)
Distributable amount for 2011$197,288
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Friends Of The Columbia Gorge Land Trust522 Sw Fifth, Portland, OR 97204-2133OR2007-01$1,576,988
2Stanley & Marty Arkwright Conservation Trust 2013-35964200101n Independence Mall E, Philadelphia, PA 19106-2112PA2006-06$789,047
3Friends Of The Research And Education Garden IncP O Box 1135, Griffin, GA 30212-1135GA2000-07$19,659
4Butler Environmental Protection Fund745 Fifth Ave, New York, NY 10151-0099NY2008-04$10,870,363
5Foundation For Pennsylvaniawatersheds116 Market St Ste 4, Johnstown, PA 15901-1644PA2007-06$2,980,990
6Minnesota Valley Lands Inc3815 American Blvd E, Bloomington, MN 55425-1659MN2006-12$2,546,617
7Harry C Green Residuary Tr Ua 012719931100 N Market St, Wilmington, DE 19890-1100DE2008-04$2,198,658
8Superior Health Foundation121 N Front Street, Marquette, MI 49855-4300MI2006-01$1,732,292
9Baker Foundation For The Norfolk Botanical GardenPO BOX 3037, Norfolk, VA 23514-3037VA2003-05$1,419,167
10Japanese Garden FoundationPO BOX 3847, Portland, OR 97208-3847OR2002-07$1,128,257
11Friends Of The Conservatory1777 E Broad St, Columbus, OH 43203-2040OH2000-04$676,558
12Building Materials Thrift Store Inc3930 Woodside Blvd, Hailey, ID 83333-8463ID2001-10$652,661
13Diane And Tram Sessions Foundation3800 Colonnade Pkwy Ste 500, Birmingham, AL 35243-2300AL1999-10$581,416
14Heart Center Of Greater Waterbury IncPO BOX 2153, Waterbury, CT 06722-2153CT2006-01$401,502
15Altapass Support Inc1025 Orchard Rd, Spruce Pine, NC 28777-5701NC2006-06$343,242
16Battersea Foundation29 W Bank St, Petersburg, VA 23803-3213VA2006-11$315,005
17Monteverde Conservation League Us Inc242 Old Sulphur Spring Rd, Manchester, MO 63021-5353MO2002-10$269,772
18Friends Of Liberty State Park IncPO BOX 3407, Jersey City, NJ 07303-3407NJ1999-03$238,729
19Jordan Valley Conservation Gardensfoundation8215 S 1300 W, West Jordan, UT 84088-9422UT2006-06$189,454
20Hike For Katreena5701 Canal Blvd, New Orleans, LA 70124-2814LA2006-07$173,326
21Forest Stewards Inc331 Stillwell Building, Cullowhee, NC 28723NC2009-05$161,939
22Friends Of Washington Oaks Gardens State Park Inc6400 N Oceanshore Blvd, Palm Coast, FL 32137-2415FL1999-05$116,495
23Placer Nature Center3700 Christian Valley Rd, Auburn, CA 95602-9617CA2004-05$105,582
24Barker-Hunter Family Foundation1655 Walnut St Unit 109, Boulder, CO 80302-5495CO1999-10$104,991
25Meeker County Memorial Hospital Foundation612 S Sibley Ave, Litchfield, MN 55355-3340MN2005-12$101,095
26Oregonians In Action Fund15215 52nd Ave S 9, Tukwila, WA 98188WA2001-12$82,808
27Chums Foundation Ua 11012002, Neese Gordon C Et Al TteeC/O Gordon Neese 1429 N Boone Schoo, Caledonia, IL 61011IL2003-10$82,595
28D Roberts Tuw Fbo Charities 4947 643-1513091127101n Independence Mall E Macy 1372, Philadelphia, PA 19106PA2006-06$34,728
29Greenspace Alliance Inc1315 Walnut St Ste 532, Philadelphia, PA 19107-4705PA2007-07$2,116
30Pennsylvania Turfgrass Research Inc3 South Union St, Middletown, PA 17057PA2006-01$0
Number of organizations performing similar types of work
Alaska1
Alabama4
Arizona1
California15
Colorado4
Connecticut2
District of Columbia5
Delaware1
Florida12
Georgia2
Hawaii1
Iowa4
Idaho2
Illinois3
Indiana1
Kentucky2
Louisiana3
Massachusetts4
Maryland2
Maine1
Michigan6
Minnesota5
Missouri2
Montana3
North Carolina4
Nebraska1
New Jersey1
New Mexico1
Nevada1
New York7
Ohio7
Oklahoma1
Oregon3
Pennsylvania8
Rhode Island1
South Carolina4
South Dakota1
Tennessee3
Texas7
Utah3
Virginia9
Washington3
Wisconsin5
West Virginia1
Total157

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