Lillian Edwards Foundation 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
| Lillian Edwards Foundation | |
| Employer Identification Number (EIN) | 256365074 |
| Name of Organization | Lillian Edwards Foundation |
| In Care of Name | Mellon Bank N A Ttee |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $261,437 |
| Amount of Income | $896,050 |
| Form 990 Revenue Amount | $-12,648 |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $-12,648 | $339 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $332 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $706,464 | $2,188 | $0 | $704,088 |
| Compensation of officers, directors, trustees, etc. | $3,647 | |||
| Total operating and administrative expenses | $6,464 | $2,188 | $4,088 | |
| Contributions, gifts, grants paid | $700,000 | |||
| Excess of revenue over expenses and disbursements | $-719,112 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $261,437 | $255,221 |
| 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 | $7,416 | |
| Other | $254,021 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $261,437 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-12,980 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $254 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $254 |
| 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 |
| Overpayment | $254 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $251,036 |
| Net value of noncharitable-use assets | $247,280 |
| Minimum investment return | $12,364 |
| Distributable Amount (for 2011) | |
| Distributable amount | $12,364 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $12,364 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Ligonier Valley Memorial Association | P O Box 862, Ligonier, PA 15658 | PA | 1995-09 | $5,139 |
| 2 | Ligonier Youth Baseball & Softball Association | PO BOX 200, Ligonier, PA 15658-0200 | PA | 1993-06 | $53,008 |
| 3 | Ligonier Valley Rail Road Association | 3032 Idlewild Hill Lane, Ligonier, PA 15658 | PA | 2004-07 | $29,392 |
| 4 | Ligonier Valley Young Mens Christian Association Of Pennsylva | 110 W Church St, Ligonier, PA 15658-1223 | PA | 1983-11 | $4,430,448 |
| 5 | Lil Mac Football Association | PO BOX 348, Canonsburg, PA 15317-0348 | PA | 1995-03 | $43,152 |
| 6 | Lil-Maur Foundation | 116 Valhalla Dr, New Castle, PA 16105-1037 | PA | 1955-01 | $25,050 |
| 7 | Lilian L Heck Scholarship Fund 10265004390 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1982-10 | $16,257 |
| 8 | Lilian S Besore Memorial Library | 305 E Baltimore St, Greencastle, PA 17225-1003 | PA | 1965-05 | $418,600 |
| 9 | Lillian And Robert Brent Fund | 1543 Ulster Ct, West Chester, PA 19380-6838 | PA | 1994-10 | $457,471 |
| 10 | Lillian Beale U-W Dtd 01-10-39 No3235-04 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1975-11 | $63,535 |
| 11 | Lillian Edwards Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1992-03 | $896,050 |
| 12 | Lillian F And Edward B Meyers Fam Foundation Irrv Tr Ua 111197, Meyers Lillian F Et Al Ttee | PO BOX 2234, Bala Cynwyd, PA 19004-6234 | PA | 1998-01 | $20,265 |
| 13 | Lillian H Eisaman Tr Ua Fbo Law School Of Univ Of Pgh Scholarship | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 1973-10 | $7,088 |
| 14 | Lillian Holliday Residence Corporation | 620 Germantown Pike, Lafayette Hl, PA 19444-1810 | PA | 1993-07 | $98,385 |
| 15 | Lillian L Somarindyck Trust Uw Dtd 4-15-80 10-114119, Security Bank & Trust Co Ttee | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1994-08 | $253,209 |
| 16 | Lillian W Connelly Uw Res Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $1,795,262 | |
| 17 | Lillie A Kessler Tr Uw Kessler Fund, Dean Michael M Ttee | 275 S 19th St Fl 12, Philadelphia, PA 19103-5710 | PA | $232,501 | |
| 18 | Lillie L Bross Tr Fd | PO BOX 3215, Lancaster, PA 17604-3215 | PA | 2010-04 | $789,666 |
| 19 | Lilliput Foundation | PO BOX 70, Lederach, PA 19450-0070 | PA | 1986-05 | $13 |
| 20 | Lilly-Washington Public Library Association | 520 Church St, Lilly, PA 15938-1118 | PA | 1999-08 | $30,483 |
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