J Braddock Tr Fbo Our Lady Of Peace in Wheeling, West Virginia (WV)

J Braddock Tr Fbo Our Lady Of Peace
Employer Identification Number (EIN)	274304685
Name of Organization	J Braddock Tr Fbo Our Lady Of Peace
In Care of Name	Wesbanco Trust & Investment Svcs
Address	1 Bank Plz, Wheeling, WV 26003-3543
Subsection	4947(a)(1) - Private Foundation (Form 990PF Filer)
Foundation	All organizations except 501(c)(3)
Exempt Organization Status	Trust described in section 4947(a)(2) of the IR Code
Tax Period	06/2014
Assets	$1,000,000 to $4,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$2,159,536
Amount of Income	$1,345,516
Form 990 Revenue Amount	$2,211,117

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2014)
Total revenue	$207,307	$207,307	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$40,726
Gross rents	$0
Gross sales price for all assets	$1,304,790
Gross profit from sales of goods	$0
Other income	$0
Other	$166,581
Total expenses and disbursements	$102,624	$21,091	$0	$78,334
Compensation of officers, directors, trustees, etc.	$27,238
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$0
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$31,100	$21,091		$6,810
Contributions, gifts, grants paid	$71,524
Excess of revenue over expenses and disbursements	$104,683
Net investment income		$186,216
Adjusted net income			$0

	2011		2012		2013		2014
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$2,072,449	$2,311,898	$2,031,127	$2,111,539	$2,054,746	$2,312,922	$2,159,536	$2,628,602
Cash - non-interest-bearing	$1,069		$2,080		$354		$1,798
Investments-U.S. and state government obligations	$0		$0		$0		$0
Investments-corporate stock	$1,681,340		$1,607,765		$1,402,184		$1,581,150
Investments-corporate bonds	$352,196		$296,668		$238,548		$169,046
Investments-mortgage loans	$0		$0		$0		$0
Investments-other	$0		$0		$249,199		$303,088
Other assets			$0		$0		$0
Total liabilities	$0		$1		$0		$0
Total liabilities and net assets/fund balances	$2,072,449		$2,031,127		$2,054,746		$2,159,536

	2011	2012	2013	2014
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$129,030	$19,873	$86,818	$166,581
Net capital loss	$0	$0	$0	$0

	2011	2012	2013	2014
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No	No
Tax based on investment income	$3,203	$801	$1,973	$3,724
Total credits and payments	$3,971	$3,240	$4,040	$2,067
Current year estimated tax payments and previous year's overpayment credited to current year	$2,500	$3,240	$840	$2,067
Exempt foreign organizations-tax withheld at source	$0	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$1,471	$0	$3,200	$0
Backup withholding erroneously withheld	$0	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0	$0
Tax due		$0	$0	$1,657
Overpayment		$2,439	$2,067	$0
Amount to be credited to next year's estimated tax	$743	$840	$2,067	$0

	2011	2012	2013	2014
Statements Regarding Activities
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	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No	No
Did any persons become substantial contributors during the tax year?		Yes	No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		Yes	Yes	Yes

	2011	2012	2013	2014
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes	Yes	Yes	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	No	No	No
Agree to pay money or property to a government official?	No	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	No	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	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No	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	No	No	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	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No	No

	2011	2012	2013	2014
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$2,246,911	$2,125,389	$2,257,874	$2,498,814
Net value of noncharitable-use assets		$2,093,508	$2,224,006	$2,461,332
Minimum investment return	$110,660	$104,675	$111,200	$123,067

	2011	2012	2013	2014
Distributable Amount
Distributable amount	$107,457	$103,874	$109,227	$119,343

	2011	2012	2013	2014
Undistributed Income
Distributable amount for this year	$107,457	$103,874	$109,227	$119,343
Undistributed income for this year. This amount must be distributed in the next year	$0	$14,063	$46,362	$87,371

	2014	2013	2012	2011	Total
Private Operating Foundations (for 2011 - 2014)
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

Supplementary Information (for 2014)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2014)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$40,726	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend J Braddock Tr Fbo Our Lady Of Peace to others? (optional)

Yes

Add photo of J Braddock Tr Fbo Our Lady Of Peace (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (3.144.106.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Order Of Ahepa Daughters Of Penelope 256 Semale, Daughters Of Penelope Chapter 256 in Wheeling, WV
Movercise in Wheeling, WV
Aids Task Force Of The Upper Ohio Valley Inc in Wheeling, WV
International Association Of Machinists & Aerospace Workers in Genoa, WV
Save A Kitty Feral Cat Program Inc in Parkersburg, WV
Santa Jeff Foundation in Huntington, WV
Keith Full Gospel Church in Owgas, WV
New River Jazz in Beckley, WV
Prison Fellowship Ministries Of Kanawha Valley in Saint Albans, WV
Positive Spin Incorporated in Morgantown, WV

Recently Added Reviews

Order Of Ahepa Daughters Of Penelope 256 Semale, Daughters Of Penelope Chapter 256 in Wheeling, WV

Movercise in Wheeling, WV

Aids Task Force Of The Upper Ohio Valley Inc in Wheeling, WV

International Association Of Machinists & Aerospace Workers in Genoa, WV

Save A Kitty Feral Cat Program Inc in Parkersburg, WV

Santa Jeff Foundation in Huntington, WV

Keith Full Gospel Church in Owgas, WV

New River Jazz in Beckley, WV

Prison Fellowship Ministries Of Kanawha Valley in Saint Albans, WV

Positive Spin Incorporated in Morgantown, WV

Id	Name	Address	State	Established	Total Income
Other organizations in West Virginia
1	Legion Of Guardsmen Kendall Bryant Post 1 Inc	Kiger Tax Belinda Knight Acct 1215 Avery Street Suite, Parkersburg, WV 26101	WV	1984-03	$0
2	Morristown Community Church	Rr 1 Box 32, Elizabeth, WV 26143	WV	1969-11	$0
3	Twin City Fellowship Chapel Ministries Inc	Po Box 7, Thomas, WV 26292	WV	2001-06	$0
4	Disabled American Veterans, 6 Parkersburg	902 Thomas St, Parkersburg, WV 26101-5846	WV	1942-06	$0
5	Forefront Ministries, Dba Lifepointe Church	210 Oak Dr, Clarksburg, WV 26301-9721	WV	1985-10	$0
6	University Christian Council	293 Willey St, Morgantown, WV 26505-5530	WV	1971-08	$0
7	Woods Homeowners Association Inc	1718 The Woods Rd, Hedgesville, WV 25427-7269	WV	2012-03	$1,269,235
8	Bioscience Association Of West Virginia	PO BOX 20065, Charleston, WV 25362-1065	WV	2012-04	$66,734
9	Habitat For Humanity International Inc, Hardy County Habitat For Humanity	Po Box 696, Moorefield, WV 26836	WV	1987-01	$6,254
10	Independent Order Of Odd Fellows	304 Kruger Street, Wheeling, WV 26003	WV	1962-05	$20,781
11	J Braddock Tr Fbo Our Lady Of Peace	1 Bank Plz, Wheeling, WV 26003-3543	WV		$1,345,516
12	Knights Of Columbus Father F A	Po Box 597, Thomas, WV 26292	WV	1940-10	$521
13	Las Amigas Inc National, Las Amigas National Benefit Fund	15 Wheat Field Terrace, Harpers Ferry, WV 25425	WV	1982-08	$100
14	Little League Baseball Inc, 3480303 Capital Midwestern Ll	PO BOX 6531, Charleston, WV 25362-0531	WV	1967-01	$52,979
15	National Egg Regulatory Officials Inc	1900 Kanawha Blvd E, Charleston, WV 25305-0009	WV	2011-12	$38,604
16	Parkersburg Obedience Training Club	498 Williams Hwy, Parkersburg, WV 26105-8040	WV	2011-11	$189,379
17	Phi Kappa - Beta Nu Housing Corporation Of Alpha Sigma Phi Fra	59 College Ave Msc 1781, Buckhannon, WV 26201-2600	WV	2011-09	$49,010
18	Prenter Emergency Water Fund Corp	871 Sandlick Rd, Seth, WV 25181-9450	WV	2011-10	$214
19	Road Runners Club Of America, Charleston Distance Run Inc	PO BOX 11595, Charleston, WV 25339-1595	WV	1976-03	$59,705
20	Union District-Dunbar High School Alumni Association	707 Virginia Street E Suite 400, Charleston, WV 25301	WV	1998-02	$1,099

NonProfitFacts.com is not associated with, endorsed by, or sponsored by J Braddock Tr Fbo Our Lady Of Peace and has no official or unofficial affiliation with J Braddock Tr Fbo Our Lady Of Peace