Edward S Jones Tr Fbo Jones Memorial Room 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
| Edward S Jones Tr Fbo Jones Memorial Room | |
| Employer Identification Number (EIN) | 246021606 |
| Name of Organization | Edward S Jones Tr Fbo Jones Memorial Room |
| In Care of Name | Pnc Bank |
| Address | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 03/2006 |
| 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 | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $8,525 |
| Amount of Income | $1,013 |
| Form 990 Revenue Amount | $478 |
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 | $753 | $769 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $337 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $416 | |||
| Total expenses and disbursements | $855 | $124 | $0 | $708 |
| Compensation of officers, directors, trustees, etc. | $131 | |||
| Total operating and administrative expenses | $224 | $124 | $77 | |
| Contributions, gifts, grants paid | $631 | |||
| Excess of revenue over expenses and disbursements | $-102 | |||
| Net investment income | $645 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $8,525 | $10,905 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $8,130 | |
| Other | $395 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $8,525 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $416 |
| 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 | $6 |
| 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 | $34 |
| Amount to be credited to 2013 estimated tax | $20 |
| 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 | $11,227 |
| Net value of noncharitable-use assets | $11,060 |
| Minimum investment return | $553 |
| Distributable Amount (for 2012) | |
| Distributable amount | $547 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $547 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $301 |
| 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 | Earl P Wickerham Charitable Trust | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $268,447 | |
| 2 | East Broad Top Railroad Preservation Association | PO BOX 585, Dubois, PA 15801-0585 | PA | 2011-04 | $1,420,529 |
| 3 | Ecos Del Pueblo Inc | 3517 W Crown Ave, Philadelphia, PA 19114-1809 | PA | 2002-09 | $1 |
| 4 | Edith H Smith Tr Uw Fbo Jefferson Defrees Family Center, 16-55-057-396737-8 | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $76,537 |
| 5 | Edith M Saul Tr 1 Fob John N Saul Edith M Saul Education Fund | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $155,746 |
| 6 | Edmund Bayly Seymour Jr 2 Trust 61658, Provident Natl Bank Ttee | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $9,364 |
| 7 | Edmund E Read | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-04 | $538 |
| 8 | Edward A Woods Foundation Tr 44727 | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $2,174 |
| 9 | Edward Abend Trust F B O Project Remain | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-07 | $79,633 |
| 10 | Edward P Bugbey | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $94,518 |
| 11 | Edward S Jones Tr Fbo Jones Memorial Room | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $1,013 |
| 12 | Edward Worthington, Pnc Bank Ohio Na | Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | 2006-05 | $104,216 |
| 13 | Edwin E Slick Trust Uw Fbo Slick Memorial Fund | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | $379,990 | |
| 14 | Edwin R Duttera Trust | Pnc Bank Na 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 2006-03 | $2,935 |
| 15 | Edwin S Evans Mercantile Safe Deposit & Trust Co 9199-0 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $10,286 | |
| 16 | Edwin Tinker Tr 10-01-0001-85271-0 Fbo Pleasant Valley Cemetery | Pnc Bank Na 620 Liberty Avenue 10th, Pittsburgh, PA 15222 | PA | 2006-03 | $21,904 |
| 17 | Edwin Tinker Trust Fbo Pleasant Valley Church | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-04 | $13,089 |
| 18 | Eleanor H Dravo Trust Fob Sewickley Methodist Episcopal Church, Pittsburgh National Bank Ttee | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $49,938 |
| 19 | Eleanor Hurst Dravo Tr Fob The Dravo Memorial Fund, Pittsburgh Natl Bank Ttee | Co Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $7,318 |
| 20 | Eleanor Hurst Dravo Trust Uw Fbo Sewickley Ymca & Ywca, Pittsburgh National Bank Ttee | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $5,401 |
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