Est H Lawrence Jenkins Residuary T/W in Devon, 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
| Est H Lawrence Jenkins Residuary T/W | |
| Employer Identification Number (EIN) | 236491966 |
| Name of Organization | Est H Lawrence Jenkins Residuary T/W |
| In Care of Name | The First Penna Savings & Tr Co |
| Address | 631 Berwyn Baptist Rd, Devon, PA 19333-1001 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1970 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation exempt from paying excise taxes on investment income |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,453,402 |
| Amount of Income | $46,468 |
| Form 990 Revenue Amount | $22,335 |
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 | $26,335 | $26,335 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $21,100 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $5,235 | |||
| Total expenses and disbursements | $62,168 | $0 | $0 | $25,368 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $36,800 | $0 | $0 | |
| Contributions, gifts, grants paid | $25,368 | |||
| Excess of revenue over expenses and disbursements | $-35,833 | |||
| Net investment income | $26,335 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,453,402 | $3,453,402 |
| 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 | $627,268 | |
| Other | $2,826,134 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,453,402 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,235 |
| 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 | $527 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $10 |
| Tax due | $537 |
| 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? | Yes |
| 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 | $611,792 |
| Net value of noncharitable-use assets | $602,620 |
| Minimum investment return | $30,131 |
| Distributable Amount (for 2012) | |
| Distributable amount | $29,604 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $29,604 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $853 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| 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 | Esbenshade Foundation | 1592 Hunsecker Rd, Bird In Hand, PA 17505-9763 | PA | 2002-10 | $1,014,633 |
| 2 | Esf Dream Camp Foundation | 750 E Haverford Rd, Bryn Mawr, PA 19010-3816 | PA | 2002-06 | $1,097,494 |
| 3 | Esh Charitable Foundation | 421 North St, Doylestown, PA 18901-3813 | PA | 2007-07 | $229 |
| 4 | Eshleman Pankake Wolf Vfw Post 9639, Canteen Inc Veterans Of Foreign War | 8926 Jonestown Rd, Grantville, PA 17028-8654 | PA | 2001-08 | $673,475 |
| 5 | Esperanza Health Center Inc | 4417 N 6th St, Philadelphia, PA 19140-2319 | PA | 1988-10 | $13,412,591 |
| 6 | Esperanza Immigration Legal Services | 4261 N 5th St, Philadelphia, PA 19140-2615 | PA | 2004-04 | $186,698 |
| 7 | Esrd Network 4 Inc | 40 24th St Ste 410, Pittsburgh, PA 15222-4656 | PA | 2005-03 | $908,898 |
| 8 | Essa Bank & Trust Foundation | PO BOX L, Stroudsburg, PA 18360-0160 | PA | 2009-01 | $5,843,390 |
| 9 | Essential Family Solutions Inc | 898 Park Avenue Suite 12, Meadville, PA 16335 | PA | 2007-04 | $146,971 |
| 10 | Essential Learning Institute | 334 2nd St, Catasauqua, PA 18032-2501 | PA | 1964-02 | $101,385 |
| 11 | Est H Lawrence Jenkins Residuary T/W | 631 Berwyn Baptist Rd, Devon, PA 19333-1001 | PA | 1970-12 | $46,468 |
| 12 | Estamos Unidos De Pennsylvania | PO BOX 60709, Harrisburg, PA 17106-0709 | PA | 2004-06 | $83,973 |
| 13 | Estate Of Edgar F Jobe In Trust | 1600 Market St Tax Dept Ste 4th Fl, Philadelphia, PA 19103 | PA | 1973-11 | $877,901 |
| 14 | Estate Of George P Wakefield Residuary Trust | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $1,155,067 |
| 15 | Estate Of Joseph Fred Ihle Deceased | 107 E Gowen Ave, Philadelphia, PA 19119-1613 | PA | 1977-08 | $2,014 |
| 16 | Estate Of Lee E Griscom In Trust Acct 1216, Midlantic Bank Na | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | $420,798 | |
| 17 | Estate Planning Council Of Central Pa Inc | 1131 Sandpiper Court, Mechanicsburg, PA 17050 | PA | 1990-02 | $0 |
| 18 | Estella Ellenberger Tr 31v083015, Gravel Hill United Methodist Church | 131 Gravel Hill Rd, Palmyra, PA 17078-8537 | PA | 2006-05 | $29,504 |
| 19 | Esther C Frantz Tr Ua | PO BOX 3215, Lancaster, PA 17604-3215 | PA | $13,411 | |
| 20 | Esther E Severn Foundation Tr 02082003, Burkhart Meg L Ttee | 647 Allegheny Avenue, Oakmont, PA 15139-2039 | PA | 2003-08 | $137,857 |
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