Justus Samuel Charitable Fund 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
| Justus Samuel Charitable Fund | |
| Employer Identification Number (EIN) | 256031058 |
| Name of Organization | Justus Samuel Charitable Fund |
| 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 | $10,000,000 to $49,999,999 |
| Income | $10,000,000 to $49,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $20,118,162 |
| Amount of Income | $29,795,087 |
| Form 990 Revenue Amount | $23,652,247 |
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 | $23,652,247 | $1,686,791 | $0 | |
| Contributions, gifts, grants, etc., received | $21,965,456 | |||
| Interest on savings and temporary cash investments | $342 | |||
| Dividends and interest from securities | $743,443 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $943,006 | |||
| Total expenses and disbursements | $1,152,722 | $192,928 | $0 | $959,794 |
| Compensation of officers, directors, trustees, etc. | $240,962 | |||
| Total operating and administrative expenses | $245,070 | $192,928 | $52,142 | |
| Contributions, gifts, grants paid | $907,652 | |||
| Excess of revenue over expenses and disbursements | $22,499,525 | |||
| Net investment income | $1,493,863 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $20,118,162 | $23,196,231 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $9,030,211 | |
| Investments-corporate bonds | $9,434,881 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,022,001 | |
| Other | $631,069 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $20,118,162 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $943,006 |
| 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 | $29,877 |
| Total credits and payments | $40,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $40,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $670 |
| Tax due | $0 |
| Overpayment | $9,453 |
| Amount to be credited to 2013 estimated tax | $9,453 |
| 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 | $22,580,843 |
| Net value of noncharitable-use assets | $22,242,140 |
| Minimum investment return | $1,112,107 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,082,230 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,082,230 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $122,436 |
| 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 | Sackett-Archbishop Walsh Scholarship Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1991-11 | $10,516 |
| 2 | Sarah I Schiefflin Resid Trust Bank Of New York Ttee | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1976-07 | $7,502,977 |
| 3 | Sargent Foundation | 1650 Market St Ste 1200, Philadelphia, PA 19103-7311 | PA | 1999-08 | $4,663,454 |
| 4 | Seabury Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1949-09 | $4,055,196 |
| 5 | Rubye O Fox Tuw For Various Charities | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1995-02 | $133,824 |
| 6 | Russell Huckstep Unitrust, Huckstep Russell J Co-Ttee | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $65,056 | |
| 7 | Ruth Lilly Philanthropic Foundation, 20000110730 | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 2008-03 | $82,150,063 |
| 8 | Ruth P Wightman Charitable Tr | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1998-11 | $1,242,953 |
| 9 | Sam Ropchan Enviromental Endowment Fund | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 1986-02 | $36,180 |
| 10 | Samuel Epstein Foundation Trust | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1997-02 | $2,318,849 |
| 11 | Justus Samuel Charitable Fund | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $29,795,087 | |
| 12 | Sandi Smiley Memorial Fund | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1980-08 | $947 |
| 13 | Sara C Cassidy Succ Tr Uw 44-20-L167-002, National City Bank Kentucky | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 2014-09 | $213,341 |
| 14 | Sara Margaret Leki Scholarship Fund | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 2000-05 | $58,280 |
| 15 | Sara Mcdowell Fb Amercan Cancer | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 1999-01 | $299,859 |
| 16 | Sara Mcdowell Fb First Presbyterian | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 1998-12 | $294,033 |
| 17 | Sarah H Lake Charitable Tr | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1998-10 | $824,754 |
| 18 | Scholarship Fund Pgh Alumni Chapter 4 Of Alpha Kappa Psi Fraternity | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1957-08 | $4,228 |
| 19 | Sea-D Charitable Foundation | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 2004-03 | $117,402 |
| 20 | Rosewater Fund | 1835 Market St Fl 26, Philadelphia, PA 19103-2935 | PA | 1961-11 | $1,460,132 |
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