Jonathan E Rhoads Trust in Philadelphia, 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
| Jonathan E Rhoads Trust | |
| Employer Identification Number (EIN) | 236385682 |
| Name of Organization | Jonathan E Rhoads Trust |
| Address | 131 W Walnut Ln, Philadelphia, PA 19144-2611 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1965 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2008 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $1,026,987 |
| Amount of Income | $108,092 |
| Form 990 Revenue Amount | $68,533 |
Non-representatives - add comments:
Revenue for 2009
Assets for 2009
| Analysis of Revenue and Expenses (for 2009) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $68,533 | $68,533 | $63,645 | |
| Contributions, gifts, grants, etc., received | $1,650 | |||
| Interest on savings and temporary cash investments | $81 | |||
| Dividends and interest from securities | $63,564 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $3,238 | |||
| Total expenses and disbursements | $131,324 | $0 | $0 | $132,600 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $-1,276 | $0 | $0 | |
| Contributions, gifts, grants paid | $132,600 | |||
| Excess of revenue over expenses and disbursements | $-62,792 | |||
| Net investment income | $68,533 | |||
| Adjusted net income | $63,645 | |||
| Balance Sheets (for 2009) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $964,695 | $2,425,346 |
| Cash - non-interest-bearing | $16,072 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $948,623 | |
| Total liabilities | $500 | |
| Mortgages and other notes payable | $0 | |
| Other | $500 | |
| Total liabilities and net assets/fund balances | $964,195 | |
| Capital Gains and Losses for Tax on Investment Income (for 2009) | |
| Capital gain net income | $3,238 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2009) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $685 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $685 |
| Amount to be credited to 2010 estimated tax | $0 |
| Statements Regarding Activities (for 2009) | |
| 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 2009 or the taxable year beginning in 2009? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2009) | |
| 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 2009, did the foundation have any undistributed income for tax year(s) beginning before 2009? | 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 2009) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $2,205,610 |
| Net value of noncharitable-use assets | $2,183,560 |
| Minimum investment return | $109,178 |
| Distributable Amount (for 2009) | |
| Distributable amount | $108,493 |
| Undistributed Income (for 2009) | |
| Distributable amount for 2009 | $108,493 |
| Undistributed income for 2009. This amount must be distributed in 2010 | $42,664 |
| Private Operating Foundations (for 2009) | |||||
| 2009 | 2008 | 2007 | 2006 | 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 | Johnstown Turn Verein | 632 Railroad St, Johnstown, PA 15901-2232 | PA | 1946-07 | $222,150 |
| 2 | Joint Apprenticeship Committee Iron Workers, Local 772 Apprenticeship | 1402 Leonard St, Clearfield, PA 16830-3210 | PA | 1973-09 | $50,317 |
| 3 | Joint Apprenticeship Committee Of The Asbestos Workers Local Union | 3263 Schoolhouse Rd, Middletown, PA 17057-3551 | PA | 2000-03 | $223,107 |
| 4 | Joint Apprenticeship Program Fund Asbestos Workers Local No 2, Asbestos Workers Local No 2 | PO BOX 0, Clinton, PA 15026 | PA | 1991-09 | $698,934 |
| 5 | Joint Chemical Group Inc | PO BOX 99444, Pittsburgh, PA 15233-4444 | PA | $95,126 | |
| 6 | Bricklayers Local Union No 9 Pa Joint Education And Training Fund | PO BOX 394, Erie, PA 16512-0394 | PA | 1985-01 | $4,168 |
| 7 | Jokers New Year Association | 1602 S 2nd St # 04, Philadelphia, PA 19148-1302 | PA | 1981-07 | $274,228 |
| 8 | Jolie Foundation Inc | 771 5th Ave, King Of Prussia, PA 19406-1436 | PA | 2008-08 | $46,101 |
| 9 | Jon A Ritter Economic Development Foundation Inc | 908 N 2nd St, Harrisburg, PA 17102 | PA | 1995-01 | $0 |
| 10 | Jonathan D Krist Foundation | 10 Old Mill Rd, New Hope, PA 18938-1322 | PA | 2007-08 | $117,869 |
| 11 | Jonathan E Rhoads Trust | 131 W Walnut Ln, Philadelphia, PA 19144-2611 | PA | 1965-03 | $108,092 |
| 12 | Jonathan Grula Memorial Foundation | 1144 Spruce Street, Wilkes Barre Twp, PA 18702 | PA | 2001-06 | $0 |
| 13 | Jones Fam Foundation, Jones Robert M Jr Ttee | 214 Granger St, Blossburg, PA 16912-1408 | PA | 1998-11 | $120,880 |
| 14 | Jones Foundation | 3020 Fairfield Dr, Allentown, PA 18103-5542 | PA | 2009-06 | $352,785 |
| 15 | Jones Memorial Community Development Corporation | PO BOX 15194, Philadelphia, PA 19130-0194 | PA | 1988-09 | $416,191 |
| 16 | Jones New York In The Classroom | 180 Rittenhouse Cir, Bristol, PA 19007-1618 | PA | 2006-02 | $311,708 |
| 17 | Joneslippincott Foundation | 1701 Market St, Philadelphia, PA 19103-2903 | PA | 2000-02 | $294,712 |
| 18 | Jordan And Deanna Berman Family Charitable Foundation | PO BOX 474, Springhouse, PA 19477-0474 | PA | 2005-01 | $69,063 |
| 19 | Jordan Charitable Foundation | 806 Darby Rd, Havertown, PA 19083-4607 | PA | 1999-05 | $200,960 |
| 20 | Jordan Family Foundation | 2800 W 21st St Ste 1, Erie, PA 16506-2990 | PA | 2008-07 | $564,758 |
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