Joseph E Simmons Trust 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
| Joseph E Simmons Trust | |
| Employer Identification Number (EIN) | 046083332 |
| Name of Organization | Joseph E Simmons Trust |
| In Care of Name | Pnc Bank |
| Address | C/O Pnc Bank 620 Liberty Ave No, Pittsburgh, PA 15222 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 03/2006 |
| 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 | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $71,456 |
| Amount of Income | $26,797 |
| Form 990 Revenue Amount | $3,778 |
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 | $4,248 | $4,175 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,887 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $73 | |||
| Other | $1,288 | |||
| Total expenses and disbursements | $5,664 | $1,096 | $0 | $4,546 |
| Compensation of officers, directors, trustees, etc. | $1,154 | |||
| Total operating and administrative expenses | $1,461 | $1,096 | $343 | |
| Contributions, gifts, grants paid | $4,203 | |||
| Excess of revenue over expenses and disbursements | $-1,416 | |||
| Net investment income | $3,079 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $68,575 | $102,249 |
| 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 | $67,926 | |
| Other | $649 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $68,575 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,288 |
| 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 | $31 |
| Total credits and payments | $40 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $40 |
| 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 | $9 |
| Amount to be credited to 2013 estimated tax | $9 |
| 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 | $101,807 |
| Net value of noncharitable-use assets | $100,280 |
| Minimum investment return | $5,014 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,983 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,983 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $4,268 |
| 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 S Bush 4 I P Bush Jr Mem Fd 64348 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $10,371 |
| 2 | John S Bush 65055 Nect | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 2007-08 | $898,100 |
| 3 | John S Fisher 4 63959 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222-2705 | PA | 1974-08 | $2,241 |
| 4 | John S Fisher 7 St Johns E L Ch, P N C Bank Na | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 2006-04 | $87,529 |
| 5 | John S Fisher For Pearl Reiter | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $38,205 |
| 6 | John W Metzler Trust 04677001 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1972-08 | $60,543 |
| 7 | Johns Hopkins Hospital Stewart 007203 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $29,050,912 |
| 8 | Johnsonburg Fire Department | 99 Clarion Rd, Johnsonburg, PA 15845-1601 | PA | 1999-01 | $455,994 |
| 9 | Jos J Mondeau Spec | 620 Liberty Ave 10 Fl, Pittsburgh, PA 15222-2722 | PA | 2006-03 | $2,451 |
| 10 | Joseph E Gillingham 7 Nect | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $2,118 |
| 11 | Joseph E Simmons Trust | C/O Pnc Bank 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 2006-03 | $26,797 |
| 12 | Joseph F Mulligan Foundation | Pnc Bank 620 Liberty Ave Ste 10 Fl, Pittsburgh, PA 15222 | PA | $5,476 | |
| 13 | Joseph Heidenkamp Trust 008927-8 | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $304 |
| 14 | Joseph Price Remington 2, Provident National Bank Ttee | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $1,344 |
| 15 | Joseph S Gans 65073 Nect | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | 2006-03 | $6,046 |
| 16 | Joseph S Seaman Sr Endowment Fun, Pittsburgh National Bank | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $118,604 |
| 17 | Joseph W Wallace 4 45489 Nect | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-01 | $312,567 |
| 18 | Josephine M W Brenneman Trust Uw Fbo Mt Union College Scholarshiop | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 2006-03 | $72,012 |
| 19 | Journey Through Life Ministries Inc | 9914 Frankstown Rd, Pittsburgh, PA 15235-1645 | PA | 2010-01 | $9,622 |
| 20 | Edward R & Judith P Eells Memorial Fund, Pnc Advisors | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-04 | $50,760 |
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