Ernest Spiegel Resid Trust U-W 82406-00-0 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
Ernest Spiegel Resid Trust U-W 82406-00-0 | |
Employer Identification Number (EIN) | 236859260 |
Name of Organization | Ernest Spiegel Resid Trust U-W 82406-00-0 |
In Care of Name | Wells Fargo Bank Na |
Address | 101n Indepndence Mall E, Philadelphia, PA 19106-2112 |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Foundation | All organizations except 501(c)(3) |
Tax Period | 12/2012 |
Assets | $1,000,000 to $4,999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $1,598,045 |
Amount of Income | $285,475 |
Form 990 Revenue Amount | $163,161 |
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 | $163,161 | $163,161 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $79,766 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $1,850 | |||
Other | $81,545 | |||
Total expenses and disbursements | $107,170 | $31,130 | $0 | $68,922 |
Compensation of officers, directors, trustees, etc. | $27,720 | |||
Total operating and administrative expenses | $45,178 | $31,130 | $6,930 | |
Contributions, gifts, grants paid | $61,992 | |||
Excess of revenue over expenses and disbursements | $55,991 | |||
Net investment income | $132,031 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,598,045 | $2,106,508 |
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 | $1,505,549 | |
Other | $92,496 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,598,045 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $81,545 |
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 | $2,641 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $2,641 |
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? | 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 | $2,053,833 |
Net value of noncharitable-use assets | $2,023,020 |
Minimum investment return | $101,151 |
Distributable Amount (for 2012) | |
Distributable amount | $98,510 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $98,510 |
Undistributed income for 2012. This amount must be distributed in 2013 | $29,588 |
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 | Ephrata Community Auxiliary | 137 Washington Avenue, Ephrata, PA 17522 | PA | 2010-04 | $0 |
2 | Epic Church | PO BOX 22221, Lehigh Valley, PA 18002-2221 | PA | 1964-08 | $0 |
3 | Eplers Cemetery Co | 1066 Park Road, Leesport, PA 19533 | PA | $0 | |
4 | Erie Chapter 2110 Women Of The Moose | 4427 W Ridge Rd, Erie, PA 16506 | PA | 1940-04 | $0 |
5 | Erie Chess Club | Po Box 11062, Erie, PA 16514 | PA | 1984-11 | $0 |
6 | Erie Diocesan Cemeteries | 3325 W Lake Rd, Erie, PA 16505-3647 | PA | 1946-03 | $0 |
7 | Erie Education Secretaries Support Professionals | 312 East Gore Road, Erie, PA 16509 | PA | $0 | |
8 | Erie T P E Federal Credit Union | 2222 Filmore Ave Ste 614, Erie, PA 16506-2984 | PA | $0 | |
9 | Ern | 211 Pauline Drive Room/Suite 120, York, PA 17403 | PA | $0 | |
10 | Ernest Camp Inc | 398 Smeltz Road, Dornsife, PA 17823 | PA | 2001-03 | $0 |
11 | Ernest Spiegel Resid Trust U-W 82406-00-0 | 101n Indepndence Mall E, Philadelphia, PA 19106-2112 | PA | $285,475 | |
12 | Esp Psea Plum Borough Educational Secretaries | 126 Mardi Gras Dr, Plum, PA 15239 | PA | $0 | |
13 | Estate Planning Council Of The Lehigh Valley | PO BOX 448, Bethlehem, PA 18016 | PA | 1999-09 | $0 |
14 | Esthers Heart Ministry | 640 Wallingford Rd, Lititz, PA 17543 | PA | $0 | |
15 | Eta Chapter Of Omicron Kappa Upsilon | 1681 Pheasant Ln, Eagleville, PA 19403-3331 | PA | 1972-10 | $0 |
16 | Eureka Hse Company No 4 | 717 East Grant Street, Olyphant, PA 18447 | PA | $0 | |
17 | Eureka Masonic Building Association | 253 Front St, Northumberland, PA 17857-1650 | PA | 1957-08 | $0 |
18 | Good Shepherd Lutheran Church | 877 Street Rd, Southampton, PA 18966-4711 | PA | 1988-04 | $0 |
19 | Evangelical Lutheran Church Of The Holy Trinity | 167 E Main St, Ephrata, PA 17522-2720 | PA | $0 | |
20 | Evans Falls Pto | 2055 Sr29 S, Tunkhannock, PA 18657 | PA | 2014-05 | $0 |
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