Lucille G Smythe Tuw St James Mem P1-4455-003 in Pittsburgh, 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
| Lucille G Smythe Tuw St James Mem P1-4455-003 | |
| Employer Identification Number (EIN) | 256789860 |
| Name of Organization | Lucille G Smythe Tuw St James Mem P1-4455-003 |
| In Care of Name | Pnc Bank Na |
| Address | PO BOX 609, Pittsburgh, PA 15230-0609 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Organization terminating its private foundation status under section 507(b)(1)(B) of the Code |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $49,573 |
| Amount of Income | $5,234 |
| Form 990 Revenue Amount | $1,918 |
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 | $1,608 | $1,608 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,374 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $234 | |||
| Total expenses and disbursements | $3,700 | $750 | $0 | $2,900 |
| Compensation of officers, directors, trustees, etc. | $1,500 | |||
| Total operating and administrative expenses | $2,250 | $750 | $1,450 | |
| Contributions, gifts, grants paid | $1,450 | |||
| Excess of revenue over expenses and disbursements | $-2,092 | |||
| Net investment income | $858 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $49,573 | $57,289 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $24,075 | |
| Investments-corporate bonds | $20,804 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,070 | |
| Other | $1,624 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $49,573 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $234 |
| 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 | $9 |
| Total credits and payments | $53 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $53 |
| 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 | $44 |
| Amount to be credited to 2013 estimated tax | $44 |
| 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 | $57,305 |
| Net value of noncharitable-use assets | $56,440 |
| Minimum investment return | $2,822 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,813 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,813 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,180 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
| Allegheny Tax Society in Pittsburgh, PA |
Lifesitenews Com Inc in Pittsburgh, PA
  |
|
Newport Drive Properties in Pittsburgh, PA
|
| The Pittsburgh Project in Pittsburgh, PA |
| Cornerstone Church Of Clarion in Shippenville, PA |
|
Pink Hands Of Hope in Mechanicsburg, PA
|
| The Christine M Mccaffrey Community Emergency Fund in Langhorne, PA |
| Valley Asa Softball in Sayre, PA |
|
Rotary International, Altoona-Sunrise Rotary Club in Altoona, PA
|
|
Light Of The World Ministries in Philadelphia, PA
|
| Other organizations in Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Margaret Ida And Stanley Walter Kolody Charitable Foundation Inc | PO BOX 1796, Plains, PA 18705-0796 | PA | 2009-03 | $2,150 |
| 2 | Margaret Voorhies Haggin Memorial Trust | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1940-03 | $20,366,225 |
| 3 | Maroun Family Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2000-05 | $530,099 |
| 4 | Mary Bergen Estate Reformed Church Trus C-0616 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1973-01 | $577,726 |
| 5 | Mary Bergen Estate Vassar Hospital Trust | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1975-08 | $33,357 |
| 6 | Mary Jane Wiggan Trust Uw Fbo Spca | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1976-02 | $26,315 |
| 7 | May Billington & George L Henderso N Scholarship Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1964-02 | $80,963 |
| 8 | Maybaum Brothers Memorial Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1977-01 | $644,863 |
| 9 | Melvin And Eunice A Miller Foundation, Miller Rachel S & Deborah J Ttees | 1616 Walnut St The Icon Apt 202, Philadelphia, PA 19103 | PA | 1995-07 | $25,443 |
| 10 | Lucile K Diebel Testamentary Tr Uw | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1999-01 | $287,269 |
| 11 | Lucille G Smythe Tuw St James Mem P1-4455-003 | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $5,234 | |
| 12 | Lucille G Smythe Tw Salvation Army P1-4450-004 | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $2,491 | |
| 13 | Lucy A Ash Testamentary Trust Commercial Natl Bk Peoria Ttee | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1963-04 | $440 |
| 14 | M Alexander Tr Fbo Board Of Pension Presbyterian | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $10,221 | |
| 15 | M Burger Test Tr Uw United Meth Church Troy Center | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $1,879 | |
| 16 | M F Gnad Trustt Uw Womens Federation 3400550 | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1985-11 | $11,816 |
| 17 | M F Gnade - Presbyterian Church | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1985-11 | $12,381 |
| 18 | M F Gnade Tr Uw Oil City Library | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1985-11 | $18,237 |
| 19 | M G Pruitt Fbp Mt Union General Baptist Church Tr U W 700107 | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $62,858 | |
| 20 | M J Zahniser Trust Ua 3450110, National City Bank | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 2008-12 | $1,231,465 |
Organization representatives - add corrected or new information about Lucille G Smythe Tuw St James Mem P1-4455-003 »
Non-representatives - add comments about Lucille G Smythe Tuw St James Mem P1-4455-003»