James T Williams Scholarship Fund Irrv Tr, Williams Richard A & Tona Y Ttes in Lewistown, 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 T Williams Scholarship Fund Irrv Tr, Williams Richard A & Tona Y Ttes | |
| Employer Identification Number (EIN) | 256402620 |
| Name of Organization | James T Williams Scholarship Fund Irrv Tr |
| Secondary Name | Williams Richard A & Tona Y Ttes |
| Address | 360 Holiday Ln, Lewistown, PA 17044-1238 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 06/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $2,761 |
| Amount of Income | $3,134 |
| Form 990 Revenue Amount | $2,378 |
Non-representatives - add comments:
Revenue for 2011
Expenses 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 | $2,378 | $10 | $10 | |
| Contributions, gifts, grants, etc., received | $2,395 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $3,405 | $0 | $0 | $3,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $405 | $0 | $0 | |
| Contributions, gifts, grants paid | $3,000 | |||
| Excess of revenue over expenses and disbursements | $-1,027 | |||
| Net investment income | $10 | |||
| Adjusted net income | $10 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,734 | $1,679 |
| 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 | $0 | |
| Other | $1,734 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,734 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-27 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| 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? | 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 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 | $1,208 |
| Net value of noncharitable-use assets | $1,200 |
| Minimum investment return | $60 |
| Distributable Amount (for 2011) | |
| Distributable amount | $60 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $60 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| 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 | James Loughran Foundation Inc | 28 Hillard St, Wilkes Barre, PA 18702-5515 | PA | 2003-10 | $495 |
| 2 | James M And Margaret V Stine Foundation Inc | 3000 Two Logan Sq, Philadelphia, PA 19103-2799 | PA | 1996-02 | $3,896,501 |
| 3 | James M Stewart Museum Foundation | 835 Philadelphia St, Indiana, PA 15701-3907 | PA | 1994-03 | $148,671 |
| 4 | James N And Nancy J Farley Foundation | 1650 Market St Ste 1200, Philadelphia, PA 19103-7311 | PA | 1994-10 | $2,582,753 |
| 5 | James Pennewill Trust Uw F Palmer Home 108368kv003 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1974-12 | $12,030 |
| 6 | James R & Ruby Doverspike Tr Fbo Ringgold Area Volunteer Fire Co | 800 Phila St, Indiana, PA 15701-3908 | PA | 1997-11 | $11,942 |
| 7 | James R And Electra P Agras Foundation | 127 Anderson St Ste 127, Pittsburgh, PA 15212-5803 | PA | 2006-03 | $436,854 |
| 8 | James S Herr Foundation | 20 Herr Dr, Nottingham, PA 19362-9788 | PA | 1989-04 | $215,135 |
| 9 | James Stanley Wright Fund 2 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1991-01 | $256,134 |
| 10 | James Sutton Home For Aged & Infirm Mem Trust | 100 Hazle St, Wilkes Barre, PA 18702-4365 | PA | 1962-09 | $62,641 |
| 11 | James T Williams Scholarship Fund Irrv Tr, Williams Richard A & Tona Y Ttes | 360 Holiday Ln, Lewistown, PA 17044-1238 | PA | 1994-06 | $3,134 |
| 12 | James V Brown Lib Endow Fd | 19 E 4th St, Williamsport, PA 17701-6301 | PA | 1948-11 | $3,134,750 |
| 13 | James W Curry Tr Ua | PO BOX 3215, Lancaster, PA 17604-3215 | PA | 2004-12 | $583,164 |
| 14 | Jameson Health Care Foundation | 1211 Wilmington Ave, New Castle, PA 16105-2595 | PA | 1987-10 | $1,224,348 |
| 15 | Jameson Health System Inc | 1211 Wilmington Ave, New Castle, PA 16105-2516 | PA | 1987-10 | $1,154,009 |
| 16 | Jamestown Area Historical Society | P O Box 243, Jamestown, PA 16134 | PA | 2006-09 | $0 |
| 17 | Jamestown Rod And Gun Club | PO BOX 333, Portage, PA 15946-0333 | PA | 1957-04 | $659,487 |
| 18 | Jamestown Volunteer Firemens Association Inc | PO BOX 13, Jamestown, PA 16134-0013 | PA | 2000-05 | $605,102 |
| 19 | Jamison Elementary Home And School Association | 2090 Land Rd, Jamison, PA 18929 | PA | 2000-12 | $0 |
| 20 | Jane & Dan Gray Charitable Trust No 2718 | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 1960-11 | $25,468 |
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