Catharine C Shafer Charitable Trust in Philadelphia, 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
| Catharine C Shafer Charitable Trust | |
| Employer Identification Number (EIN) | 236294127 |
| Name of Organization | Catharine C Shafer Charitable Trust |
| In Care of Name | Pnc Bank N A |
| Address | 1600 Market Street - Tax Dept No, Philadelphia, PA 19103 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 11/1974 |
| Foundation | All organizations except 501(c)(3) |
| 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 | $64,418 |
| Amount of Income | $6,053 |
| Form 990 Revenue Amount | $4,680 |
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 | $2,418 | $2,418 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,367 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,051 | |||
| Total expenses and disbursements | $4,609 | $838 | $0 | $3,731 |
| Compensation of officers, directors, trustees, etc. | $882 | |||
| Total operating and administrative expenses | $1,172 | $838 | $294 | |
| Contributions, gifts, grants paid | $3,437 | |||
| Excess of revenue over expenses and disbursements | $-2,191 | |||
| Net investment income | $1,580 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $64,418 | $77,435 |
| Cash - non-interest-bearing | $1 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $62,499 | |
| Other | $1,918 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $64,418 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,051 |
| 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 | $16 |
| Total credits and payments | $40 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $40 |
| 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 | $24 |
| Amount to be credited to 2013 estimated tax | $24 |
| 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 | $78,736 |
| Net value of noncharitable-use assets | $77,560 |
| Minimum investment return | $3,878 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,862 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,862 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,568 |
| 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 | Cataract Research Institute | Delaware County Medical Center Ste, Broomall, PA 19008 | PA | 1979-02 | $12,750 |
| 2 | Catasauqua Area High School Band Parents Association | 850 Pine St, Catasauqua, PA 18032-1013 | PA | 1975-07 | $55,264 |
| 3 | Catasauqua Club | 226 Pine St, Catasauqua, PA 18032 | PA | 1945-03 | $0 |
| 4 | Catasauqua Community Partnership | 113 Bridge St, Catasauqua, PA 18032 | PA | 2006-07 | $0 |
| 5 | Catasauqua Youth Athletic Association | PO BOX 65, Catasauqua, PA 18032-0065 | PA | 2008-08 | $24,074 |
| 6 | Catawissa Hose Company 1 | 400 South St, Catawissa, PA 17820-1043 | PA | 2005-03 | $104,768 |
| 7 | Catawissa Legion Home Association | 5 Legion Rd, Bloomsburg, PA 17815-9618 | PA | 1991-03 | $777,704 |
| 8 | Catawissa Lumber & Spec Co Inc Tr, College Education Fund | 1199 Lightstreet Rd, Bloomsburg, PA 17815-9575 | PA | 1993-03 | $95,855 |
| 9 | Caterpillar York Retirees Club | 230 Rhonda Drive, York Pa, PA 17408 | PA | 1995-05 | $0 |
| 10 | Catharine A Harrison Fund | C/O Citizens Northern Bank 90-92 Ma, Wellsboro, PA 16901 | PA | 1966-03 | $1,212,778 |
| 11 | Catharine C Shafer Charitable Trust | 1600 Market Street - Tax Dept No, Philadelphia, PA 19103 | PA | 1974-11 | $6,053 |
| 12 | Catharine M Kerchner Tuw Fbo Stephens Lutheran Church | 1 Fnb Blvd, Hermitage, PA 16148-3347 | PA | 2003-09 | $78,805 |
| 13 | Cathedral Foundation | New Castle Cathedral Foundation 110, New Castle, PA 16101 | PA | 1998-09 | $633,048 |
| 14 | Cathedral Of Our Merciful Savior Endowment Trust 06769600 | 101n Indepndence Mall E, Philadelphia, PA 19106-2112 | PA | $69,281 | |
| 15 | Catherine And Mark H Loevner Family Foundation | 1401 Bennington Ave, Pittsburgh, PA 15217-1138 | PA | 2005-09 | $172,667 |
| 16 | Catherine Boulay Foundation For Support Of Womens Cancers Inc, Catherine Boulay Foundation | 3440 Lehigh Street, Allentown, PA 18103-7001 | PA | 2007-03 | $14,114 |
| 17 | Catherine D Sharpe Charitable Trust | 3000 Two Logan Sq, Philadelphia, PA 19103-2799 | PA | 1978-05 | $5,899,284 |
| 18 | Catherine Eckert Post 5321 Home Assn | 5132 Interboro Ave, Pittsburgh, PA 15207-2328 | PA | 1959-12 | $99,476 |
| 19 | Catherine Evans Mccampbell Charitable Tr | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 2006-01 | $206,846 |
| 20 | Catherine Graves Advanced Education Fund 27113 Nect | C/O Pnc Bank 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | 1970-12 | $1,871 |
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