Jane C Macelree Family Foundation, Shaw George T Et Al Ttee in Newtown Sq, 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
| Jane C Macelree Family Foundation, Shaw George T Et Al Ttee | |
| Employer Identification Number (EIN) | 043255230 |
| Name of Organization | Jane C Macelree Family Foundation |
| Secondary Name | Shaw George T Et Al Ttee |
| In Care of Name | Jane C Macelree |
| Address | 7080 Goshen Rd, Newtown Sq, PA 19073-1121 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,333,837 |
| Amount of Income | $1,018,783 |
| Form 990 Revenue Amount | $138,843 |
Non-representatives - add comments:
Revenue 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 | $138,843 | $138,843 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $137,083 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,760 | |||
| Total expenses and disbursements | $5,639 | $3,539 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,639 | $3,539 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $133,204 | |||
| Net investment income | $135,304 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,868,294 | $2,150,888 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $62,752 | |
| Investments-corporate stock | $1,464,824 | |
| Investments-corporate bonds | $196,125 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $90,608 | |
| Other | $53,985 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,868,294 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,760 |
| 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 | $2,706 |
| Total credits and payments | $1,600 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,600 |
| 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 | $19 |
| Tax due | $1,125 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $1,125 |
| 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 | $2,037,970 |
| Net value of noncharitable-use assets | $2,007,400 |
| Minimum investment return | $100,370 |
| Distributable Amount (for 2012) | |
| Distributable amount | $97,664 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $97,664 |
| 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 | Jameson Health Care Foundation | 1211 Wilmington Ave, New Castle, PA 16105-2595 | PA | 1987-10 | $1,224,348 |
| 2 | Jameson Health System Inc | 1211 Wilmington Ave, New Castle, PA 16105-2516 | PA | 1987-10 | $1,154,009 |
| 3 | Jamestown Area Historical Society | P O Box 243, Jamestown, PA 16134 | PA | 2006-09 | $0 |
| 4 | Jamestown Rod And Gun Club | PO BOX 333, Portage, PA 15946-0333 | PA | 1957-04 | $659,487 |
| 5 | Jamestown Volunteer Firemens Association Inc | PO BOX 13, Jamestown, PA 16134-0013 | PA | 2000-05 | $605,102 |
| 6 | Jamison Elementary Home And School Association | 2090 Land Rd, Jamison, PA 18929 | PA | 2000-12 | $0 |
| 7 | Jane & Dan Gray Charitable Trust No 2718 | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 1960-11 | $25,468 |
| 8 | Jane & Martin Schwartz Family Fdn 12-11-88, Schwartz Martin & Jane E Ttees | 1600 Market St Ste 3600, Philadelphia, PA 19103-7212 | PA | $277,264 | |
| 9 | Jane And Annette M Herr Memorial Library | 500 Market St, Mifflinburg, PA 17844-1251 | PA | 1968-12 | $238,673 |
| 10 | Jane And Leonard Korman Familyfoundation | Two Neshaminy Interplex Ste 307, Trevose, PA 19053-6959 | PA | 2006-10 | $4,147,612 |
| 11 | Jane C Macelree Family Foundation, Shaw George T Et Al Ttee | 7080 Goshen Rd, Newtown Sq, PA 19073-1121 | PA | 1995-02 | $1,018,783 |
| 12 | Jane Forsyth Garrity Scholarship Tr | 8613 Lockwood Rd, Breinigsville, PA 18031-1293 | PA | 1991-11 | $3,225 |
| 13 | Jane Holmes Residence | One Oxford Center 20th Fl, Pittsburgh, PA 15219-1400 | PA | 1941-03 | $0 |
| 14 | Jane Patterson Endowment Fund, Patterson Donald Iii Ttee | 213 Fairhill Rd, Hatfield, PA 19440-1141 | PA | 1997-08 | $2,107 |
| 15 | Janes & Marilyn A Gilmore Foundation Ua, Gilmore James & Marilyn Ttee | 20 Stanwix St Ste 650, Pittsburgh, PA 15222-4803 | PA | 2002-03 | $92,331 |
| 16 | Janet C Lane Scholarship Fund Fbo Wesleyan University | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 1996-05 | $1,615,570 |
| 17 | Jannette E Lee Memorial Fund | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | 1999-03 | $4,235 |
| 18 | Janson Foundation | 327 Locust St, Columbia, PA 17512-1120 | PA | 2007-05 | $5,734 |
| 19 | Janus School | 205 Lefever Rd, Mount Joy, PA 17552-8843 | PA | 1990-04 | $3,602,087 |
| 20 | Japan America Society Of Greater Philadelphia | 200 S Broad St Ste 700, Philadelphia, PA 19102-3813 | PA | 1995-10 | $455,145 |
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