John Brooks Fenno 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
| John Brooks Fenno Fund | |
| Employer Identification Number (EIN) | 046048040 |
| Name of Organization | John Brooks Fenno Fund |
| In Care of Name | Carolyn M Osteen |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| 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 | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $649,100 |
| Amount of Income | $368,657 |
| Form 990 Revenue Amount | $55,198 |
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 | $40,144 | $40,178 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,836 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $24,308 | |||
| Total expenses and disbursements | $48,134 | $5,001 | $0 | $41,525 |
| Compensation of officers, directors, trustees, etc. | $7,537 | |||
| Total operating and administrative expenses | $9,659 | $5,001 | $3,050 | |
| Contributions, gifts, grants paid | $38,475 | |||
| Excess of revenue over expenses and disbursements | $-7,990 | |||
| Net investment income | $35,177 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $586,060 | $729,209 |
| Cash - non-interest-bearing | $1,479 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $557,614 | |
| Other | $26,967 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $586,060 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $24,308 |
| 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 | $704 |
| Total credits and payments | $1,004 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,004 |
| 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 | $300 |
| Amount to be credited to 2013 estimated tax | $300 |
| 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 | $709,105 |
| Net value of noncharitable-use assets | $698,460 |
| Minimum investment return | $34,923 |
| Distributable Amount (for 2012) | |
| Distributable amount | $34,219 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $34,219 |
| 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 | John B Brawley Fund Ua Mellon Bank North Na | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $3,583 | |
| 2 | John B Deaver Auxiliary Of Lankenau Hospital | C/O Meredith Jones 113 Knightsbridg, Wynnewood, PA 19096 | PA | 1978-01 | $197,864 |
| 3 | John B Gates Memorial Scholarship Trust | PO BOX 846, Clearfield, PA 16830-0846 | PA | 1994-03 | $46,778 |
| 4 | John B Lowman Trust Ud 08-10-48 428901 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1976-04 | $37,819 |
| 5 | John B Parsons Provident Natl Bank Tr 69482 Nect | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | 1974-04 | $3,098,898 |
| 6 | John B Rosenthal Foundation | 821 Oxford Crst, Villanova, PA 19085-2055 | PA | 2010-02 | $1 |
| 7 | John Barclay Home & School Association Inc | 2015 Palomino Dr, Warrington, PA 18976-2131 | PA | 2002-08 | $30,681 |
| 8 | John Barnes Trustees Inc | 520 Meetinghouse Rd, Jenkintown, PA 19046-2934 | PA | 2008-01 | $694,608 |
| 9 | John Bartram Association | 54th Lindbergh Blvd, Philadelphia, PA 19143 | PA | 1975-02 | $1,749,922 |
| 10 | Veterans Of Foreign Wars Of The United States Dept Of Pennsylvania, 8822 Veterans Of Foreign Wars Post | PO BOX 297, Madera, PA 16661-0297 | PA | 1941-02 | $118,114 |
| 11 | John Brooks Fenno Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $368,657 | |
| 12 | John C & Cora Mack Robinson Trust U/I | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1972-10 | $23,451 |
| 13 | John C Dechant Charitable Trust | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1993-11 | $263,035 |
| 14 | John C Hover Foundation Inc | 72 N Main St, New Hope, PA 18938-1342 | PA | 1967-01 | $50,282 |
| 15 | John C Williams Charitable Tr 8024 | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | 1964-01 | $3,046,230 |
| 16 | John Calvin Noyes Scholarship Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1960-06 | $243,265 |
| 17 | John Carroll Area Ambulance Assoc | PO BOX 368, Carrolltown, PA 15722-0368 | PA | 1983-05 | $398,965 |
| 18 | John Challis Courage For Life Foundation | 1406 8th Avenue, Beaver, PA 15009 | PA | 2009-02 | $20,316 |
| 19 | John Charles & Kathryn S Redmond Foundation | PO BOX 1146, Blue Bell, PA 19422-0400 | PA | 1957-07 | $16,430 |
| 20 | John Christian Charity Trust Inc, Christian John Ttee | 1163 N Wheeler St, Pittsburgh, PA 15208-1248 | PA | 1992-09 | $1,041 |
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