John H G & Grace B Gilbert Tr U Ind 10140518002, Boston Safe Deposit & Trust Co 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 H G & Grace B Gilbert Tr U Ind 10140518002, Boston Safe Deposit & Trust Co | |
| Employer Identification Number (EIN) | 046091443 |
| Name of Organization | John H G & Grace B Gilbert Tr U Ind 10140518002 |
| Secondary Name | Boston Safe Deposit & Trust Co |
| In Care of Name | Mellon Tr New England |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 10/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $675,492 |
| Amount of Income | $309,699 |
| Form 990 Revenue Amount | $14,220 |
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 | $25,150 | $25,057 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,295 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $12,855 | |||
| Total expenses and disbursements | $47,796 | $6,320 | $0 | $41,468 |
| Compensation of officers, directors, trustees, etc. | $9,923 | |||
| Total operating and administrative expenses | $10,332 | $6,320 | $4,004 | |
| Contributions, gifts, grants paid | $37,464 | |||
| Excess of revenue over expenses and disbursements | $-22,646 | |||
| Net investment income | $18,737 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $623,684 | $698,170 |
| 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 | $615,372 | |
| Other | $8,312 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $623,684 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $12,855 |
| 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 | $187 |
| Total credits and payments | $74 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $74 |
| 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 | $113 |
| 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 | $696,870 |
| Net value of noncharitable-use assets | $686,420 |
| Minimum investment return | $34,321 |
| Distributable Amount (for 2012) | |
| Distributable amount | $34,134 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $34,134 |
| 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 | Jennie T Lang Tr Uw Sam Stern 10223140ar5 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $382 | |
| 2 | Downs J A For Winchester Unit Soc- Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1972-09 | $149,333 |
| 3 | Jeremy Carroll Foundation | 601 Meadow Ln, Reading, PA 19605-2171 | PA | 2009-07 | $65,191 |
| 4 | Jersey Shore Chapter 42 Women Of The Moose | 207 N Main Street, Jersey Shore, PA 17740 | PA | 1935-08 | $0 |
| 5 | Jessie C Stewart-Miles Memorial Fund 16 10 001 0072053 | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | $461,483 | |
| 6 | Jesus And Mary Hope Ministry, Jmhm | PO BOX 19064, Philadelphia, PA 19138-0064 | PA | 2010-12 | $16,693 |
| 7 | Jewish Relief Agency | 200 Monument Road, Bala Cynwyd, PA 19004-1726 | PA | 2009-10 | $932,384 |
| 8 | John & Melinda Ortenzio Family Foundation | 4718 Gettysburg Road - Suite, Mechanicsburg, PA 17055-4378 | PA | 2010-03 | $164,074 |
| 9 | John Agutu Abando Charitable Organization Inc | 3324 S Front, Whitehall, PA 18052 | PA | 2011-02 | $0 |
| 10 | John And Joyce Goshorn Memorial Fund Tr, Juniata Valley Bank Ttee | PO BOX 66, Mifflintown, PA 17059-0066 | PA | $244 | |
| 11 | John H G & Grace B Gilbert Tr U Ind 10140518002, Boston Safe Deposit & Trust Co | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $309,699 | |
| 12 | John H Hartman Trust Uw Missionary 1757006 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $90 | |
| 13 | John W Sparks Tr Uw 1538106 01-13-34 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $646,151 | |
| 14 | Johnston Jean Fbo Presbyt Ch Etaltr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2009-08 | $1,526,144 |
| 15 | Joseph And Lorraine Stotland Charitable Tr | 1 E Chocolate Ave Ste 200, Hershey, PA 17033-1314 | PA | 2009-11 | $865,331 |
| 16 | Joseph B M N Tw R Albright | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2011-04 | $54,570 |
| 17 | Joseph P Heenan Family Foundation Inc | 10 Westview Rd, Bryn Mawr, PA 19010-3717 | PA | 2010-11 | $483,519 |
| 18 | Josephine D Myers Tr Uw 70859 00 4 Fbo, St Johns Episcopal Church | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $297,131 | |
| 19 | Joshuas Future Of Promises Inc | 327 Main St, Emmaus, PA 18049-2704 | PA | 2011-06 | $115,684 |
| 20 | Jp Mascaro & Sons Charitable Trust | 2650 Audubon Road, Audubon, PA 19403-2400 | PA | 2010-03 | $81,989 |
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