James Evans Finley Memorial Fund 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
| James Evans Finley Memorial Fund | |
| Employer Identification Number (EIN) | 256022300 |
| Name of Organization | James Evans Finley Memorial Fund |
| In Care of Name | Pgh Natl Bk |
| Address | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 |
| Subsection | Charitable Organization |
| Ruling Date | 04/2006 |
| Foundation | Private non-operating foundation |
| 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 | $70,348 |
| Amount of Income | $10,695 |
| Form 990 Revenue Amount | $1,930 |
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 | $2,685 | $2,446 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,825 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $12 | |||
| Other | $848 | |||
| Total expenses and disbursements | $4,217 | $579 | $0 | $3,611 |
| Compensation of officers, directors, trustees, etc. | $609 | |||
| Total operating and administrative expenses | $886 | $579 | $280 | |
| Contributions, gifts, grants paid | $3,331 | |||
| Excess of revenue over expenses and disbursements | $-1,532 | |||
| Net investment income | $1,867 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $70,348 | $82,822 |
| 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 | $68,598 | |
| Other | $1,750 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $70,348 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $848 |
| 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 | $19 |
| 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 | $21 |
| Amount to be credited to 2013 estimated tax | $21 |
| 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 | $81,443 |
| Net value of noncharitable-use assets | $80,220 |
| Minimum investment return | $4,011 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,992 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,992 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,710 |
| 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 | J W Paul For St Thomas Church | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 2006-04 | $19,471 |
| 2 | Jack G Buncher Charitable Fund Forcarnegie Mellon University | 5600 Forward Ave, Pittsburgh, PA 15217-2284 | PA | 2007-06 | $876,298 |
| 3 | Jack G Buncher Charitable Fund Forthe Pittsburgh Foundation | 5 Ppg Pl Ste 250, Pittsburgh, PA 15222-5405 | PA | 2007-06 | $2,834,583 |
| 4 | Jacob E Heyl 6-40609 Nect | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-02 | $2,096,955 |
| 5 | Jacob I Shoemaker, Miners Savings Bank Of | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $117,655 |
| 6 | Jacob Lowenthal Residue Trust 19387, Mercantile-Safe Dep & Tr Co Tr U/W | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $125,560 | |
| 7 | Jacob Painter Jr Irrv Trust Fbo Ptgh Allgy Milk & Ice Assoc | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $1,703 |
| 8 | Jacob Y Dietz Trust No 68021, Provident Natl Bank Tr | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-04 | $976 |
| 9 | Beatrice L Jacobson Char Fdn, Pittsburgh Natl Bank Ttee | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-04 | $400,503 |
| 10 | J A Ross For Methodist Ch Aphs | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $4,445 |
| 11 | James Evans Finley Memorial Fund | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-04 | $10,695 |
| 12 | James Francis Mccandless Trust Fbo Western Pennsylvania Hospital | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $8,219 |
| 13 | James Francis Mccandless Trust Uw Fbo Community Chest Of Allegheny | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $7,071 |
| 14 | James Francis Mccandless Trust Uw Fbo Mercer Free Library No 0092033, Pittsburgh Natl Bank Ttee | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 2006-03 | $1,131 |
| 15 | James H Windrim Ii, Provident Natl Bank Tr 41662 | Pnc Bank Na 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | $882 | |
| 16 | James H Windrim Iii, Provident Natl Bank Tr 41663 | Pnc Bank Na 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 2006-03 | $1,528 |
| 17 | James H Windrim Iv, Provident Natl Bank Tr 41664 | Pnc Bank Na 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 2006-03 | $381 |
| 18 | James Hartzell Tr Fob Homeopathic Med & Surgical Hosp & Dispensary | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $0 |
| 19 | James M Camp Trust 000934-7 | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 2006-01 | $142,350 |
| 20 | James Mccallister Trust 009057-8 | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $13,995 |
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