Eola Johnson Weeks & Clarence B Weeks Charitable Trust 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
Eola Johnson Weeks & Clarence B Weeks Charitable Trust | |
Employer Identification Number (EIN) | 046200584 |
Name of Organization | Eola Johnson Weeks & Clarence B Weeks Charitable Trust |
In Care of Name | The Massachusetts Co Inc Trustee |
Address | Pnc Bankna 620 Liberty Avenue No, Pittsburgh, PA 15222 |
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 | 03/2006 |
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 | $500,000 to $999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $741,472 |
Amount of Income | $343,830 |
Form 990 Revenue Amount | $155,561 |
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 | $33,941 | $33,941 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $17,993 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $15,948 | |||
Total expenses and disbursements | $39,148 | $7,528 | $0 | $28,819 |
Compensation of officers, directors, trustees, etc. | $7,924 | |||
Total operating and administrative expenses | $11,460 | $7,528 | $1,131 | |
Contributions, gifts, grants paid | $27,688 | |||
Excess of revenue over expenses and disbursements | $-5,207 | |||
Net investment income | $26,413 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $697,103 | $766,004 |
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 | $669,186 | |
Other | $27,917 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $697,103 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $15,948 |
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 | $264 |
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 | $0 |
Tax due | $0 |
Overpayment | $1,216 |
Amount to be credited to 2013 estimated tax | $140 |
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 | $755,760 |
Net value of noncharitable-use assets | $744,420 |
Minimum investment return | $37,221 |
Distributable Amount (for 2012) | |
Distributable amount | $36,957 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $36,957 |
Undistributed income for 2012. This amount must be distributed in 2013 | $36,526 |
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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Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Emeline E Metcalf, 004680-4 | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $15,862 | |
2 | Emil P Gebhard Trust U-W | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $28,874 |
3 | Emma F Studams For Second M E Church | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $152,642 |
4 | Emma M Duttera Irrv Tr 27-28-001-0019756 | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $31,449 |
5 | Emma V Passauant Tr Fob English Evangelical Lutheran Church Of | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 2006-03 | $1,547 |
6 | Emmanuels Evang Lutheran Ch Trust | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $12,258 |
7 | Emmaretta Mckinlay 1543 0, Continental Bank | 620 Liberty Avenue 10th Floor, Pittsburgh, PA 15222-2722 | PA | 2006-03 | $3,087 |
8 | Encore Home School Productions | 257 S Hill Dr, Grantville, PA 17028-8521 | PA | 2010-03 | $42,708 |
9 | Endless Mountains Community Development Corporation Inc | 36 Public Ave, Montrose, PA 18801-1220 | PA | 2005-12 | $40,317 |
10 | Environmental Learning Institute | 5024 Route 367, Laceyville, PA 18623-7889 | PA | 2003-06 | $5,123 |
11 | Eola Johnson Weeks & Clarence B Weeks Charitable Trust | Pnc Bankna 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $343,830 |
12 | Erle D Walden Mercantile Safe Deposit & Trust Co 10547-0 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $262,272 | |
13 | Esther T Anderson Tr 0954401 | C/O Pnc Bank 620 Liberty Ave No 10, Pittsburgh, PA 15222 | PA | 2006-04 | $96,556 |
14 | Esther T Anderson Tr 0954403, Colorado Easter Seal Soc For Handi | C/O Pnc Bank 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 2006-03 | $52,429 |
15 | Esther T Anderson Tr 0954404, Boys Club Of Denver Inc | C/O Pnc Bank 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 2006-03 | $36,042 |
16 | Esther T Anderson Tr 0954405 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $61,527 |
17 | Esther T Anderson Tr 3 Fob Esther T & Cecil H Anderson | C/O Pnc Bank 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 2006-03 | $35,132 |
18 | Esther T Anderson Tr Fbo Colorado Boys Ranch Foundation | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $12,762 |
19 | Esther T Anderson Tr Fbo Regents Of Univ Of Minn 9544020 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $248,288 | |
20 | Etta Louise Ritter Trust Uw | C/O Pnc Bank Na No 10thfl, Pittsburgh, PA 15222 | PA | 1982-12 | $470,447 |
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