Gertrude B Doerr Foundation in Johnston, 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
Gertrude B Doerr Foundation | |
Employer Identification Number (EIN) | 251429656 |
Name of Organization | Gertrude B Doerr Foundation |
In Care of Name | Wilkinson & Deter |
Address | 322 Nadona Ave, Johnston, PA 15904-2420 |
Activities | Care and housing for the aged (see also 382) |
Subsection | Charitable Organization |
Ruling Date | 08/1983 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Organization terminating its private foundation status under section 507(b)(1)(B) of the Code |
Tax Period | 12/2012 |
Assets | $100,000 to $499,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $378,355 |
Amount of Income | $317,158 |
Form 990 Revenue Amount | $24,454 |
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 | $17,159 | $17,159 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $16,201 | |||
Dividends and interest from securities | $11 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $947 | |||
Total expenses and disbursements | $319,030 | $1,350 | $0 | $317,050 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $3,330 | $1,350 | $1,350 | |
Contributions, gifts, grants paid | $315,700 | |||
Excess of revenue over expenses and disbursements | $-301,871 | |||
Net investment income | $15,809 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $378,355 | $395,471 |
Cash - non-interest-bearing | $336 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $347,948 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $30,071 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $378,355 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $947 |
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 | $158 |
Total credits and payments | $360 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $360 |
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 | $202 |
Amount to be credited to 2013 estimated tax | $202 |
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? | 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 | $629,069 |
Net value of noncharitable-use assets | $619,640 |
Minimum investment return | $30,982 |
Distributable Amount (for 2012) | |
Distributable amount | $30,824 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $30,824 |
Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
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 | Germantown Home Section 811 Corporation | 6970 Germantown Ave, Philadelphia, PA 19119-2114 | PA | 2002-08 | $253,190 |
2 | Germantown Interfaith Housing Inc | 2000 Joshua Rd, Lafayette Hl, PA 19444-2430 | PA | 1982-07 | $1,597,839 |
3 | Germantown Masjid | 4944 Germantown Ave, Philadelphia, PA 19144-5969 | PA | 2002-08 | $0 |
4 | Germantown Settlement | 5538 Wayne Ave Ste C, Philadelphia, PA 19144-3360 | PA | 1953-11 | $1,686,306 |
5 | Germantown Settlement Charter School | 4811 Germantown Ave, Philadelphia, PA 19144-3014 | PA | 2001-03 | $4,555,403 |
6 | Germantown Womens Y | 1240 E Chelten Ave, Philadelphia, PA 19138-1929 | PA | 1942-08 | $284,759 |
7 | Gershinowitz Memorial Fund 785641 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2005-07 | $1,201,535 |
8 | Gertrude & Clarence Mellinger Scholarship Fund | PO BOX 457, Ephrata, PA 17522-0457 | PA | 1996-08 | $159,506 |
9 | Gertrude A Steward Tr Uw | 52 Longview Ln, Newtown Sq, PA 19073-1041 | PA | 1978-08 | $149,623 |
10 | Gertrude B Baker Trust Ud 5 28 62 | PO BOX 185, Pittsburgh, PA 15230 | PA | 1981-05 | $12,614 |
11 | Gertrude B Doerr Foundation | 322 Nadona Ave, Johnston, PA 15904-2420 | PA | 1983-08 | $317,158 |
12 | Gertrude H Sutton Trust Uw 600-5ar | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1994-03 | $1,055,784 |
13 | Gertrude S Lane Foundation | 523 Daventry Rd, Berwyn, PA 19312-1740 | PA | 2002-03 | $3,070 |
14 | Gertrude Stein Foundation | 4745 Bayard St, Pittsburgh, PA 15213-1737 | PA | 1969-06 | $53,634 |
15 | Gesang Verein Harmonia | 332 E 7th St, Williamsport, PA 17701-5135 | PA | 1986-10 | $457,129 |
16 | Gesher Family Foundation | 610 W Germantown Pike Ste 400, Plymouth Mtng, PA 19462-1058 | PA | 2002-04 | $97,637 |
17 | Gestalt Therapy Institute Of Phila | PO BOX 961, Bryn Mawr, PA 19010-0961 | PA | 1986-11 | $144,119 |
18 | Gesu Institute | 1700 W Thompson St, Philadelphia, PA 19121-5023 | PA | 2006-12 | $7 |
19 | Gesu Scholarship Fund | 1700 W Thompson St, Philadelphia, PA 19121-5023 | PA | 1999-05 | $7 |
20 | Get Out And Learn Foundation | 50 Richard Lee Ln, Phoenixville, PA 19460-1914 | PA | 2007-01 | $18,072 |
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