D Lyda Rouzer Foundation in Gettysburg, 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
| D Lyda Rouzer Foundation | |
| Employer Identification Number (EIN) | 236396185 |
| Name of Organization | D Lyda Rouzer Foundation |
| In Care of Name | Re Shaffer |
| Address | 1075 Old Harrisburg Road, Gettysburg, PA 17325-3135 |
| Activities | Other housing activities |
| Subsection | Charitable Organization |
| Ruling Date | 02/1965 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $47,643 |
| Amount of Income | $17,269 |
| Form 990 Revenue Amount | $5,361 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $5,361 | $6,194 | $6,194 | |
| Contributions, gifts, grants, etc., received | $75 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,594 | |||
| Gross rents | $4,600 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $39,148 | $8,034 | $8,034 | $30,514 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $13,588 | $8,034 | $4,954 | |
| Contributions, gifts, grants paid | $25,560 | |||
| Excess of revenue over expenses and disbursements | $-33,787 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $47,643 | $44,681 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $42,686 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,957 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $47,643 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-908 |
| 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 | $0 |
| Total credits and payments | $43 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $43 |
| 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 |
| Overpayment | $43 |
| Amount to be credited to 2012 estimated tax | $43 |
| 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? | Yes |
| 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? | 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 |
| 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 | $51,099 |
| Net value of noncharitable-use assets | $50,340 |
| Minimum investment return | $2,517 |
| Distributable Amount (for 2011) | |
| Distributable amount | $2,517 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $2,517 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | D B Kraft Tr Fbo Christ Episcopal Church Of Ridgewood Nj, Bank Of New York | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1997-03 | $16,888 |
| 2 | D B Kraft Trust Fbo, Ridgewood Nj Board Of Education | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1996-12 | $90,032 |
| 3 | D C And Emma Mack Memorial Fund | 800 Philadelphia St, Indiana, PA 15701-3908 | PA | 2005-11 | $122,884 |
| 4 | D D Sharma Eye Foundation | 1010 Hunt Club Ct, Export, PA 15632-9260 | PA | 1980-12 | $342,805 |
| 5 | D F Buchmiller Trust Uw 0963000 | PO BOX 3215, Lancaster, PA 17604-3215 | PA | $36,125 | |
| 6 | D H & L Co Ambulance League | PO BOX 424, Selinsgrove, PA 17870-0424 | PA | 1988-11 | $765,416 |
| 7 | D H H Lengel Middle School Parent Teacher Organization | 1541 Laurel Blvd, Pottsville, PA 17901-1419 | PA | 1997-02 | $16,565 |
| 8 | D H Jones Family Foundation | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 2002-04 | $46,664 |
| 9 | D H Sutton Trust | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $3,055 |
| 10 | D L Saunders Lawrence Saunders Fund | C/O Pa Trust Co 5 Radnor Corporate, Radnor, PA 19087 | PA | 1970-12 | $517,123 |
| 11 | D Lyda Rouzer Foundation | 1075 Old Harrisburg Road, Gettysburg, PA 17325-3135 | PA | 1965-02 | $17,269 |
| 12 | D M Dilella Family Foundation Inc | 30 Valley Stream Par, Malvern, PA 19355 | PA | 2007-11 | $600,212 |
| 13 | D O Echarge Inc | 1226 Taylor Hill Rd, Dushore, PA 18614-7454 | PA | 2007-08 | $63,042 |
| 14 | D Roberts Tuw Fbo Charities 4947 643-1513091127 | 101n Independence Mall E Macy 1372, Philadelphia, PA 19106 | PA | 2006-06 | $34,728 |
| 15 | D Russell Henry Trust | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1989-12 | $26,278 |
| 16 | D Sue Mccloud Memorial Scholarship Fund | C/O Philip L Mccloud 410 Linden St, Lititz, PA 17543 | PA | 2008-04 | $72,941 |
| 17 | D Youville Manor | 1750 Quarry Rd, Yardley, PA 19067-3910 | PA | 1946-03 | $1,621,591 |
| 18 | D&cn Trust | PO BOX 129, Haverford, PA 19041-0129 | PA | 1967-08 | $15,594 |
| 19 | Da-Network Housing Ministries | 236 W Champlost St, Philadelphia, PA 19120-1810 | PA | 2004-05 | $12,000 |
| 20 | Dad Vail Regatta Organizing Committee | 455 S Gulph Rd Ste 306, Kng Of Prussa, PA 19406-3114 | PA | 1991-05 | $545,953 |
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