Irene M Gowell Charitable Trust 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
| Irene M Gowell Charitable Trust | |
| Employer Identification Number (EIN) | 237665187 |
| Name of Organization | Irene M Gowell Charitable Trust |
| In Care of Name | Wachovia Bank National Assoc |
| Address | 101n Independence Mall E Macy1372, Philadelphia, PA 19106-2112 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2006 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $56,235 |
| Amount of Income | $51,431 |
| Form 990 Revenue Amount | $3,013 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $3,013 | $2,987 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,758 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,255 | |||
| Total expenses and disbursements | $3,569 | $680 | $0 | $2,829 |
| Compensation of officers, directors, trustees, etc. | $875 | |||
| Total operating and administrative expenses | $1,059 | $680 | $319 | |
| Contributions, gifts, grants paid | $2,510 | |||
| Excess of revenue over expenses and disbursements | $-556 | |||
| Net investment income | $2,307 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $56,235 | $55,014 |
| Cash - non-interest-bearing | $25 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $53,842 | |
| Other | $2,368 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $56,235 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $1,255 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $23 |
| Total credits and payments | $34 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $34 |
| 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 |
| Overpayment | $11 |
| Amount to be credited to 2012 estimated tax | $11 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $59,333 |
| Net value of noncharitable-use assets | $58,440 |
| Minimum investment return | $2,922 |
| Distributable Amount (for 2011) | |
| Distributable amount | $2,899 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $2,899 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $2,597 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | In Company With Angels | 8 Caswallen Drive, West Chester, PA 19380 | PA | 2009-03 | $62,504 |
| 2 | International Regional Magazine Assoc | 307 W Main St, Mechanicsburg, PA 17055-3200 | PA | 2008-08 | $97,598 |
| 3 | John Jay Institute For Faith Society And Law Inc | 306 Bala Ave, Bala Cynwyd, PA 19004-2651 | PA | 2006-02 | $957,999 |
| 4 | Ironworkers Local No 16 Health Plan | 401 Liberty Ave Ste 1200, Pittsburgh, PA 15222-1004 | PA | 1966-05 | $6,074,308 |
| 5 | J P Mooney Foundation | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 2001-11 | $17,125 |
| 6 | John H Sykes Charitable Foundation Inc | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1997-04 | $316,211 |
| 7 | International Society Of Photosynthesis Research | 310 S Frear Laboratory, University Park, PA 16802 | PA | 2007-09 | $146,264 |
| 8 | Iona Community New World Foundation Inc | C/O Kirkridge 2495 Fox Gap Rd, Bangor, PA 18013 | PA | 1979-03 | $29,213 |
| 9 | Iron Workers Trust Fund-5 | 3 Gateway Center 401 Liberty Ave St, Pittsburgh, PA 15221 | PA | 1954-04 | $11,358,856 |
| 10 | International Union United Auto Aerospace & Agricultural Workers, 1242 Local 9 Region | 145 N Main St, Taylor, PA 18517-1415 | PA | 1941-06 | $12 |
| 11 | Irene M Gowell Charitable Trust | 101n Independence Mall E Macy1372, Philadelphia, PA 19106-2112 | PA | 2006-05 | $51,431 |
| 12 | J C Moye Trust Ua Fob Mt Olive Jr College Memorial Library | 101n Independence Mall E Macy 1372, Philadelphia, PA 19106 | PA | $5,179 | |
| 13 | J Moyer Tr Uw Fbo Methodist Home 1513095285 | 101n Independ Mall E Macy1372-062, Philadelphia, PA 19106 | PA | $19,718 | |
| 14 | J W Little Tuw | 101n Independence Mall E, Philadelphia, PA 19106-2112 | PA | 2006-09 | $634,784 |
| 15 | James Kline Boy Scout Camp Trust 1519206625 | 245 Front St, Northumberlnd, PA 17857-1611 | PA | $35,264 | |
| 16 | Jane B Burr Tr | 101n Indepndence Mall E Macy1372-06, Philadelphia, PA 19106-2112 | PA | $329,370 | |
| 17 | Jeannette S Everhart Trust Ua, Hamilton Bank Ttee | 101n Independence Mall E, Philadelphia, PA 19106-2112 | PA | 2002-04 | $33,579 |
| 18 | John Griffith Tr Uw | 101n Independence Mall E Macy 1372, Philadelphia, PA 19106 | PA | $12,368 | |
| 19 | John H And Hortense Cassell Jensen Memorial Fund For Child Developmen | 101n Independence Mall E Macy, Philadelphia, PA 19106-2112 | PA | 2000-01 | $745,563 |
| 20 | John M Odowd Memorial Tr | 101 N Independence Mall E, Philadelphia, PA 19106-2112 | PA | 1982-08 | $29,038 |
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