Edward C And Ann T Roberts Foundation Inc 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
| Edward C And Ann T Roberts Foundation Inc | |
| Employer Identification Number (EIN) | 066067995 |
| Name of Organization | Edward C And Ann T Roberts Foundation Inc |
| In Care of Name | Lisa Curan Executive Director |
| Address | 123 S Broad St, Philadelphia, PA 19109-1029 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1964 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $7,333,780 |
| Amount of Income | $1,908,211 |
| Form 990 Revenue Amount | $335,378 |
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 | $491,151 | $491,151 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $145,895 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $345,256 | |||
| Total expenses and disbursements | $383,374 | $40,464 | $0 | $338,385 |
| Compensation of officers, directors, trustees, etc. | $20,096 | |||
| Total operating and administrative expenses | $86,374 | $40,464 | $41,385 | |
| Contributions, gifts, grants paid | $297,000 | |||
| Excess of revenue over expenses and disbursements | $107,777 | |||
| Net investment income | $450,687 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,762,104 | $6,762,104 |
| Cash - non-interest-bearing | $6,755 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $522,621 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $5,880,414 | |
| Other | $352,314 | |
| Total liabilities | $2,295 | |
| Mortgages and other notes payable | $0 | |
| Other | $2,295 | |
| Total liabilities and net assets/fund balances | $6,759,809 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $345,256 |
| 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 | $9,014 |
| Total credits and payments | $1,480 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,480 |
| 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 | $88 |
| Tax due | $7,622 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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? | 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 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 | $6,546,310 |
| Net value of noncharitable-use assets | $6,448,120 |
| Minimum investment return | $322,406 |
| Distributable Amount (for 2012) | |
| Distributable amount | $313,392 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $313,392 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $186,056 |
| 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 | Donald D Mateer Foundation, Stephenson Charlotte M Ttee | 110 Crescent Dr, Pittsburgh, PA 15228-1050 | PA | 2001-11 | $49,218 |
| 2 | Donald F And Elizabeth A Parsons Charitable Foundation, Parsons Gerald J Ttee | 47 Collins Mill Rd, Chester Sprgs, PA 19425-2217 | PA | 2004-09 | $34,000 |
| 3 | Donald J Seebold Scholarship Fund | PO BOX 3215, Lancaster, PA 17604-3215 | PA | 1991-08 | $19,417 |
| 4 | Discovery Owners Association Incorporated | 6 Cambridge Ct, Fleetwood, PA 19522-1018 | PA | 2000-10 | $58,289 |
| 5 | Elinor And T W Miller Foundation Inc | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1998-08 | $5,907,732 |
| 6 | Electrical Manufacturers Club Inc | 113 Camelot Cir, Coraopolis, PA 15108-3379 | PA | 1998-11 | $308,518 |
| 7 | Enzyme Mechanisms Conference Inc | 109 Mockingbird Cir, Phoenixville, PA 19460-1082 | PA | 2008-09 | $134,767 |
| 8 | Dove Of Life Ministries | 34 E Germantown Pike 108, Norrisville, PA 19401-1512 | PA | 1984-10 | $13,583 |
| 9 | Druid Hills Presbyterian Church Trust | 101n Independence Mall E, Philadelphia, PA 19106-2112 | PA | $22,985 | |
| 10 | Edna S Mcninch Trust Uw Fbo Salvation Army | 101n Independ Mall E Macy1372-062, Philadelphia, PA 19106 | PA | 2006-10 | $66,765 |
| 11 | Edward C And Ann T Roberts Foundation Inc | 123 S Broad St, Philadelphia, PA 19109-1029 | PA | 1964-03 | $1,908,211 |
| 12 | Ejc Flexer Fund | WIESENBERGER ALUMNI CENTER PO BOX, Kutztown, PA 19530 | PA | 1972-01 | $288,075 |
| 13 | Eleanor Starkey Scholarship Fund | C/O Cn Bank Trust Dept 90-92 Main S, Wellsboro, PA 16901 | PA | 1982-01 | $37,882 |
| 14 | Emmanuel Ch Endowmnt Co-4947-Ir-Tua 1519177489 | 101n Independence Mall E Macy1372-0, Philadelphia, PA 19106-2112 | PA | $11,372 | |
| 15 | Emmanuel Church Holmesburg Gen End Ir-Tua 1519177461 | 101n Independ Mall E Macy1372-062, Philadelphia, PA 19106 | PA | $95,327 | |
| 16 | Emmanuel Church Holmesburg Ir-Tua 1519177470 | 101n Independence Mall, Philadelphia, PA 19106 | PA | $38,776 | |
| 17 | Eastern District Of Pennsylvania Bankruptcy Conference | 2029 Pine St, Philadelphia, PA 19103-6597 | PA | 1990-06 | $115,653 |
| 18 | Education Works Inc | 3149 Germantown Ave, Philadelphia, PA 19133-1811 | PA | 2001-10 | $9,439,390 |
| 19 | Esdcta Inc | C/O Keith Adams 1824 Easthill Drive, Bethlehem, PA 18017 | PA | 1977-04 | $229,389 |
| 20 | Dorothy B Kraft Trust Uw Fbo, Valley Hospital Ridgewood Nj | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1997-01 | $1,560,785 |
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