E Ketterlinus Tr Fbo Univ Of Pa Hosp 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
E Ketterlinus Tr Fbo Univ Of Pa Hosp | |
Employer Identification Number (EIN) | 256838700 |
Name of Organization | E Ketterlinus Tr Fbo Univ Of Pa Hosp |
In Care of Name | Mellon Bank |
Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
Foundation | All organizations except 501(c)(3) |
Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
Tax Period | 12/2013 |
Assets | $10,000,000 to $49,999,999 |
Income | $5,000,000 to $9,999,999 |
Filing Requirement | 990 (all other) or 990EZ return |
Asset Amount | $17,218,363 |
Amount of Income | $6,654,866 |
Form 990 Revenue Amount | $1,346,026 |
Non-representatives - add comments:
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 | $-15,700 | $356,450 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $355,494 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $14,000 | |||
Total expenses and disbursements | $1,144,011 | $52,785 | $0 | $1,084,008 |
Compensation of officers, directors, trustees, etc. | $61,851 | |||
Total operating and administrative expenses | $84,743 | $52,785 | $24,740 | |
Contributions, gifts, grants paid | $1,059,268 | |||
Excess of revenue over expenses and disbursements | $-1,159,711 | |||
Net investment income | $303,665 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $16,458,742 | $17,274,854 |
Cash - non-interest-bearing | $34,017 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $15,173,425 | |
Other | $1,251,300 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $16,458,742 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $0 |
Net capital loss | $-385,194 |
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 | $3,037 |
Total credits and payments | $8,220 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $8,220 |
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 | $5,183 |
Amount to be credited to 2012 estimated tax | $3,050 |
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? | 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 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? | 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 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 | $18,795,641 |
Net value of noncharitable-use assets | $18,513,700 |
Minimum investment return | $925,685 |
Distributable Amount (for 2011) | |
Distributable amount | $922,648 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $922,648 |
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 | E Chelsea Campbell Memorial Foundation | 893 Old Lancaster Rd, Berwyn, PA 19312-1219 | PA | 2008-07 | $1,545 |
2 | E Dauch Tr Fbo Cu Ld Geo Observ, 10265401340 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2003-12 | $296,597 |
3 | E G & Klara M Smith Foundation | PO BOX 2657, West Lawn, PA 19609-0657 | PA | 1988-06 | $150,439 |
4 | E G Park Trust Fbo Allegheny General Hospital No 37 Acct No 500 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $13,157 | |
5 | E G Park Trust Fbo, Ally General Hospital | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $26,838 | |
6 | E I H Bayview Inc | 1611 Peach St Ste 145, Erie, PA 16501-2125 | PA | 1995-03 | $103,425 |
7 | E I H Mcclelland Avenue Apartments Inc | 1611 Peach St Ste 145, Erie, PA 16501-2125 | PA | 1996-03 | $106,073 |
8 | E Jackson Family Charitable Foundation For Greenville | 1 Fnb Blvd, Hermitage, PA 16148-3347 | PA | 1999-03 | $10,870 |
9 | E Jackson Family Charitable Foundation For Reynolds | 1 Fnb Blvd, Hermitage, PA 16148-3347 | PA | 1999-03 | $11,203 |
10 | E Ketterlinus Tr Fbo Pa Hospital 108433vr000 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $6,785,966 | |
11 | E Ketterlinus Tr Fbo Univ Of Pa Hosp | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $6,654,866 | |
12 | E Kneale Dockstader Foundation | C/O Seccra 219 Street Road, West Grove, PA 19390 | PA | 2003-05 | $137,244 |
13 | E M Carnahan Trust Fbo Charities, 10265050930 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $237,979 |
14 | E M Crouthamel Home And School Association | 143 S School Ln, Souderton, PA 18964-1288 | PA | 1992-02 | $28,251 |
15 | E Murdoch Family Foundation | 20 N Waterloo Rd Ste 210, Devon, PA 19333-1400 | PA | 2001-04 | $333,094 |
16 | E Newbold & Margaret Dupont Smith Foundation | Station Square One Ste 205, Paoli, PA 19301-1370 | PA | 1963-01 | $3,523,064 |
17 | E Oliver Trust Fbo 510-000, Ally Herc 3 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $110,915 |
18 | E R Crawford Est Trust Fund A | 4000 Crooked Run Rd, N Versailles, PA 15137-2354 | PA | 1938-08 | $1,231,350 |
19 | E Renziehausen Childrens Hosp 2 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $175,405 |
20 | E Renziehausen Trust | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $414,746 |
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