Lewis & Sara Bokser Tr Fbo United Aged Home in Philadelphia, Pennsylvania (PA)

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Lewis & Sara Bokser Tr Fbo United Aged Home
Employer Identification Number (EIN)237985719
Name of OrganizationLewis & Sara Bokser Tr Fbo United Aged Home
In Care of NameFirst Union National Bank
Address101n Independence Mall E, Philadelphia, PA 19106-2112
SubsectionCharitable Organization
Ruling Date01/2000
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period08/2012
Assets$25,000 to $99,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$80,889
Amount of Income$33,386
Form 990 Revenue Amount$4,773
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Single Organization Support


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Amount of income in 2012: $33,386 (it was $64,277 in 2011)
Lewis & Sara Bokser Tr Fbo United Aged Home: 

 $33,386
Other organizations performing similar types of work: 

 $128,868

Assets in 2012: $80,889 (it was $81,597 in 2011)
Lewis & Sara Bokser Tr Fbo United Aged Home: 

 $80,889
Other organizations performing similar types of work: 

 $389,576

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$4,773$4,748$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$2,888
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$1,885
Total expenses and disbursements$4,536$821$0$3,656
Compensation of officers, directors, trustees, etc.$1,046
Total operating and administrative expenses$3,142$821$2,262
Contributions, gifts, grants paid$1,394
Excess of revenue over expenses and disbursements$237
Net investment income$3,927
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$81,597$84,181
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$78,655
Other$2,942
Total liabilities$0
Total liabilities and net assets/fund balances$81,597
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$1,885
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$79
Total credits and payments$36
2011 estimated tax payments and 2010 overpayment credited to 2011$36
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$43
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$87,387
Net value of noncharitable-use assets$86,080
Minimum investment return$4,304
Distributable Amount (for 2011)
Distributable amount$4,225
Undistributed Income (for 2011)
Distributable amount for 2011$4,225
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
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Bethany Home Society Foundation Inc930 W Main St, Ripon, CA 95366-2325CA1999-08$542,092
2Pine Haven Christian Home Foundation Inc, Inc531 Giddings Ave, Sheboygan Fls, WI 53085-1707WI1999-07$150,975
3John Ross Parent Teacher Organization1901 Thomas Dr, Edmond, OK 73003-2102OK2008-01$113,506
4Harman Community & Educational Foundation IncPO BOX 412, Rigby, ID 83442-0412ID2005-02$303
5Howard Hanna Foundation119 Gamma Dr, Pittsburgh, PA 15238-2982PA1999-03$362,824
6Helen E Palmer Charitable Tuw, Trust DeptPO BOX 6010, Chambersburg, PA 17201-6010PA2004-09$230,956
7George E & Margaret C Diehl Reserve Tr UwPO BOX 6010, Chambersburg, PA 17201-6010PA2004-09$190,885
8Frederick Mennonite Community FoundationPO BOX 498, Frederick, PA 19435-0498PA1999-12$137,229
9Elizabeth G Smith Scholarship Tr410 Lantern Ln, Berwyn, PA 19312-2011PA2000-02$136,868
10Brandywine Heights Ptc445 W Barkley St, Topton, PA 19562-1702PA2005-06$128,868
11Leah S Caufman Char Tuw, Trust DeptPO BOX 6010, Chambersburg, PA 17201-6010PA2004-09$115,648
12George E & Margaret C Diehl Tr UwPO BOX 6010, Chambersburg, PA 17201-6010PA2004-09$93,338
13Mattie D Haycock Church Fund TuwPO BOX 6010, Chambersburg, PA 17201-6010PA2004-09$90,512
14Florence I Diffenderfer Tr Uw Fbo Salem U B ChurchPO BOX 6010, Chambersburg, PA 17201-6010PA2004-09$80,323
15Florence I Diffenderfer Tr Uw Fbo OsiPO BOX 6010, Chambersburg, PA 17201-6010PA2004-09$80,320
16Mary E Hoke TuwPO BOX 6010, Chambersburg, PA 17201-6010PA2004-09$75,972
17Ira J Porterfield Tr Uw Fbo Chambersburg HospitalPO BOX 6010, Chambersburg, PA 17201-6010PA2004-09$73,737
18Eva E Grove Tuw, Trust DeptPO BOX 6010, Chambersburg, PA 17201-6010PA2004-09$70,293
19Perry Elementary Pto201 4th St, Shoemakersvle, PA 19555-1515PA1999-08$59,053
20Denton M Bream Charitable TuwPO BOX 6010, Chambersburg, PA 17201-6010PA2004-09$55,189
Number of organizations performing similar types of work
Alabama2
Arkansas1
California15
District of Columbia2
Florida8
Georgia1
Idaho1
Illinois6
Indiana1
Kansas1
Kentucky2
Louisiana1
Massachusetts2
Maryland1
Michigan2
Mississippi1
New Jersey2
Nevada1
New York4
Ohio5
Oklahoma3
Oregon2
Pennsylvania31
Rhode Island1
South Carolina1
Tennessee1
Texas10
Utah2
Washington7
Wisconsin7
International1
Total125

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