John P Wajda Trust Ima 10111281002 112291, F&o Ttee 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 P Wajda Trust Ima 10111281002 112291, F&o Ttee | |
| Employer Identification Number (EIN) | 046788363 |
| Name of Organization | John P Wajda Trust Ima 10111281002 112291 |
| Secondary Name | F&o Ttee |
| In Care of Name | Mellon Bank Na |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Subsection | Charitable Organization |
| Ruling Date | 11/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $365,542 |
| Amount of Income | $210,699 |
| Form 990 Revenue Amount | $6,561 |
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 | $13,873 | $13,870 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,594 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $7,279 | |||
| Total expenses and disbursements | $8,142 | $4,858 | $0 | $3,274 |
| Compensation of officers, directors, trustees, etc. | $8,097 | |||
| Total operating and administrative expenses | $8,142 | $4,858 | $3,274 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $5,731 | |||
| Net investment income | $9,012 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $369,075 | $393,720 |
| 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 | $343,575 | |
| Other | $25,500 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $369,075 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,279 |
| 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 | $180 |
| Total credits and payments | $15 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $15 |
| 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 | $165 |
| 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 | $404,593 |
| Net value of noncharitable-use assets | $398,520 |
| Minimum investment return | $19,926 |
| Distributable Amount (for 2012) | |
| Distributable amount | $19,746 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $19,746 |
| 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 M Barnes Trust Uw Fbo St Peters, 108368la008 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $68,752 |
| 2 | John M E Ward Tr Ua 09281929 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $49,101 |
| 3 | John M Hopwood Charitable Trust 3295 | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1949-07 | $5,651,118 |
| 4 | John M Stalker Trust Uw Fbo, Borden Baptist Church | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | $14,875 | |
| 5 | John Mccoy T W Christ United Church Of Christ, J Mccoy Tw Duncannon | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $32,347 | |
| 6 | John Mcn Mccrea Pioneer Ontario Model And Educational Fund | 1527 High Knoll Dr, Pittsburgh, PA 15241-3311 | PA | 2000-08 | $504 |
| 7 | John Nesbit Rees & Sarah Henne Richard W Roeder | 314 S Franklin St Ste B, Titusville, PA 16354-2168 | PA | 1989-09 | $7,409,460 |
| 8 | John Newton International Center For Christian Studies Inc | 201 S College St, Carlisle, PA 17013-3706 | PA | 2004-04 | $61,068 |
| 9 | John P And Ann Marie Martin Charitable Tr, John P Martin Ttee | 10116 Valley Forge Cir, Kng Of Prussa, PA 19406-1111 | PA | 2007-08 | $54,378 |
| 10 | John P Hagen F U W 1180103 Mellon Bank | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $36,010 | |
| 11 | John P Wajda Trust Ima 10111281002 112291, F&o Ttee | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2002-11 | $210,699 |
| 12 | John Perrone Memorial Scholarship Fund | 614 Philadelphia St, Indiana, PA 15701-3904 | PA | 1993-02 | $24,154 |
| 13 | John R Hessel Charitable Trust | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1975-08 | $556,114 |
| 14 | John R Hessel Memorial Charitable Remainder Annuity Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1994-07 | $665,856 |
| 15 | John R Kauffman Decd Tr Uw Fbo Ghs 107704 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1993-06 | $22,435 |
| 16 | John R Kauffman Jr Public Library, Degenstein Community Library | 40 S Fifth Street, Sunbury, PA 17801-2861 | PA | 1941-06 | $431,362 |
| 17 | John R Post Charitable Foundation C/O John R Post Sr, Post Maryanne H Ttee | 1133 Reading Blvd, Wyomissing, PA 19610-2243 | PA | 1997-02 | $1 |
| 18 | John Roblings Historic Saxonburg Society Inc | Po Box 771, Saxonburg, PA 16056 | PA | 2007-12 | $0 |
| 19 | John S Clarke Elementary Center Parent Teacher Organization | 601 N 16th St, Pottsville, PA 17901 | PA | 1996-05 | $115,752 |
| 20 | John S Young | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $27,439 | |
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