Jeanette T Sheldon Endowment Fund Trust Ua, Boston Safe Deposit & Trust Company 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
| Jeanette T Sheldon Endowment Fund Trust Ua, Boston Safe Deposit & Trust Company | |
| Employer Identification Number (EIN) | 046091653 |
| Name of Organization | Jeanette T Sheldon Endowment Fund Trust Ua |
| Secondary Name | Boston Safe Deposit & Trust Company |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $79,086 |
| Amount of Income | $4,128 |
| Form 990 Revenue Amount | $2,146 |
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 | $5,164 | $5,164 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,880 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,284 | |||
| Total expenses and disbursements | $4,418 | $1,048 | $0 | $3,337 |
| Compensation of officers, directors, trustees, etc. | $1,747 | |||
| Total operating and administrative expenses | $1,815 | $1,048 | $734 | |
| Contributions, gifts, grants paid | $2,603 | |||
| Excess of revenue over expenses and disbursements | $746 | |||
| Net investment income | $4,116 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $78,898 | $89,340 |
| 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 | $75,581 | |
| Other | $3,317 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $78,898 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,284 |
| 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 | $82 |
| Total credits and payments | $31 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $31 |
| 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 | $51 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $87,596 |
| Net value of noncharitable-use assets | $86,280 |
| Minimum investment return | $4,314 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,232 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,232 |
| 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 | Jbg Ministries Inc | 1111 Wood St, Pittsburgh, PA 15221-2049 | PA | 1995-05 | $80,955 |
| 2 | Jean Brunozzi Mem Golf Tournament For Neurological Diseases | 6965 Woodside Ln, Bloomsburg, PA 17815-8103 | PA | 2003-05 | $41,590 |
| 3 | Jean H Blesh Trust Uw Fbo Meth Home | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1989-08 | $17,449 |
| 4 | Jean H Blesh Trust Uw Fbo Umc Of Lock Haven | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1989-08 | $40,423 |
| 5 | Jean M Appenzellar Charitable Trust | C/O Susq Tr 1570 Manheim Pike Bx, Lancaster, PA 17604 | PA | 2008-06 | $836,067 |
| 6 | Jean Powell Thompson Irrv Charitable Tr | 1650 Market St, Philadelphia, PA 19103-7301 | PA | 2003-09 | $121,516 |
| 7 | Jeanes Hospital Auxiliary Inc | 3509 N Broad Street No 936, Philadelphia, PA 19140-4105 | PA | 1974-04 | $242,854 |
| 8 | Jeanette Auxiliary Police | 225 S 6th St, Jeannette, PA 15644-3417 | PA | 1968-09 | $9,881 |
| 9 | Jeanette M And Jos F Brenner Foundation | 217 Butler St, Kingston, PA 18704-5213 | PA | 1958-01 | $37,595 |
| 10 | Jeanette Masonic Hall Association | 301 S 4th Street, Jeannette, PA 15644 | PA | 1993-08 | $0 |
| 11 | Jeanette T Sheldon Endowment Fund Trust Ua, Boston Safe Deposit & Trust Company | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $4,128 | |
| 12 | Jeanne Ruddy And Dancers Inc | 1515 Brandywine St, Philadelphia, PA 19130-4002 | PA | 1999-12 | $321,609 |
| 13 | Jeanne Zweig Charitable Foundation | 2320 Faunce St, Philadelphia, PA 19152-4112 | PA | 2000-04 | $188,993 |
| 14 | Jeannette District Memorial Hospital Foundation | 196 Connor Dr, Jeannette, PA 15644-1162 | PA | 1984-09 | $1,068,044 |
| 15 | Jeannette E M S Inc | 225 S 6th St, Jeannette, PA 15644-3432 | PA | 1990-02 | $1,405,871 |
| 16 | Jeannette Long Trust Uw | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1998-08 | $280,105 |
| 17 | Jeannette Midget Athletic Association | 351 Harvey Ave Ste A, Greensburg, PA 15601-1911 | PA | 1983-08 | $58,086 |
| 18 | Jeannette Public Library Association | 500 Magee Ave, Jeannette, PA 15644-3414 | PA | 1960-03 | $142,022 |
| 19 | Jeannette Recreation Commission | 110 S 2nd St, Jeannette, PA 15644-2114 | PA | 1983-01 | $91,899 |
| 20 | Jeddo Stars Athletic Association | 74 Rear Japan St Rd1, Freeland, PA 18244 | PA | 1966-04 | $395,213 |
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