Fannie E Swartswelder Trust, 1st Natl Bank Of Eastern Pa Tr 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
| Fannie E Swartswelder Trust, 1st Natl Bank Of Eastern Pa Tr | |
| Employer Identification Number (EIN) | 246012607 |
| Name of Organization | Fannie E Swartswelder Trust |
| Secondary Name | 1st Natl Bank Of Eastern Pa Tr |
| Address | Pnc Bank Na 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 | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $67,109 |
| Amount of Income | $7,191 |
| Form 990 Revenue Amount | $2,694 |
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 | $4,322 | $3,974 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,250 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $25 | |||
| Other | $3,047 | |||
| Total expenses and disbursements | $5,695 | $983 | $0 | $4,692 |
| Compensation of officers, directors, trustees, etc. | $1,035 | |||
| Total operating and administrative expenses | $1,555 | $983 | $552 | |
| Contributions, gifts, grants paid | $4,140 | |||
| Excess of revenue over expenses and disbursements | $-1,373 | |||
| Net investment income | $2,991 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $67,109 | $88,711 |
| 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 | $65,943 | |
| Other | $1,166 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $67,109 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,047 |
| 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 | $30 |
| 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 | $10 |
| Amount to be credited to 2013 estimated tax | $10 |
| 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 | $90,883 |
| Net value of noncharitable-use assets | $89,520 |
| Minimum investment return | $4,476 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,446 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,446 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,712 |
| 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 | F Guthrie For Family Resources | C/O Pnc Bank 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 2006-03 | $41,340 |
| 2 | F M & L M Willis 2 Mt Olivet M No 44466 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-02 | $117,446 |
| 3 | F Matthias St Marys Cemetery Association Tr Uw | Pnc Bank Na 620 Liberty Avenue 10th, Pittsburgh, PA 15222 | PA | 2006-03 | $732 |
| 4 | F Spang Trust 023166-9, Pittsburgh National Bank | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $250,561 |
| 5 | Fairview Cemetery Association | 1298 Hampshire Dr, Whitehall, PA 18052-4518 | PA | 1950-07 | $165,392 |
| 6 | Fairview Cemetery Association | 405 Diamond Street, Slatington, PA 18080 | PA | 1940-01 | $17,937 |
| 7 | Faith 2 Faith Ministries | 307 E Washington St, Rochester, PA 15074-2134 | PA | 2009-06 | $105,154 |
| 8 | Faith Chapel Baptist Church | 4718 Woodland Ave # 20, Philadelphia, PA 19143-3817 | PA | 2002-06 | $0 |
| 9 | Faith Fellowship International Center Inc | 1664 Easton Rd, Willow Grove, PA 19090-4537 | PA | 1989-05 | $97,871 |
| 10 | Family And Life Achievement Center, Flac | 601 Upland Ave, Upland, PA 19015-2434 | PA | 2006-06 | $122,800 |
| 11 | Fannie E Swartswelder Trust, 1st Natl Bank Of Eastern Pa Tr | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $7,191 |
| 12 | J M Leonard Memorial Tr Fbo First Presbyterian Church Of Blairsville | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $11,880 |
| 13 | Feltonville Dream Center | 555 W Annsbury St, Philadelphia, PA 19140-1402 | PA | 2009-06 | $17,460 |
| 14 | Financial Freedom Network | C/O Thane Martin 1528 Walnut St Apt, Philadelphia, PA 19102 | PA | 2008-12 | $70,187 |
| 15 | First Credit Union Of Scranton | 605 Davis St, Scranton, PA 18505-3518 | PA | 1945-09 | $740,559 |
| 16 | Boston Floating Hospital | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $3,483 |
| 17 | Florrie Hagy 15355 0, Continental Bank | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $35,573 |
| 18 | Fork Union Military Academy Tr Uw Fbo Louise C Bowles | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | $106,832 | |
| 19 | Forks Of Otter Creek Cem Tr Ua | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $1,427 |
| 20 | Foundation Of The Clumbia-Montour Chamber Of Commerce | 238 Market St, Bloomsburg, PA 17815-1727 | PA | 2001-04 | $15,505 |
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