Marion Fox Trust Uw Fbo Jewish Family & Childrens Services 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
| Marion Fox Trust Uw Fbo Jewish Family & Childrens Services | |
| Employer Identification Number (EIN) | 046384971 |
| Name of Organization | Marion Fox Trust Uw Fbo Jewish Family & Childrens Services |
| In Care of Name | M L Orlov & Bsd & Tr Co Tr |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1976 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $913,380 |
| Amount of Income | $468,181 |
| Form 990 Revenue Amount | $2,058 |
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 | $25,598 | $25,312 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $17,848 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $7,750 | |||
| Total expenses and disbursements | $85,468 | $6,960 | $0 | $78,332 |
| Compensation of officers, directors, trustees, etc. | $10,719 | |||
| Total operating and administrative expenses | $16,677 | $6,960 | $9,541 | |
| Contributions, gifts, grants paid | $68,791 | |||
| Excess of revenue over expenses and disbursements | $-59,870 | |||
| Net investment income | $18,352 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $896,839 | $1,012,081 |
| 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 | $854,743 | |
| Other | $42,096 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $896,839 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,750 |
| 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 | $367 |
| Total credits and payments | $228 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $228 |
| 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 | $139 |
| 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 | $999,886 |
| Net value of noncharitable-use assets | $984,880 |
| Minimum investment return | $49,244 |
| Distributable Amount (for 2012) | |
| Distributable amount | $48,877 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $48,877 |
| 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 | Marine Corps League, All Divisions Home Association Inc | PO BOX 1340, Southampton, PA 18966 | PA | 1946-07 | $0 |
| 2 | Marine Corps League | Po Box 137, Washington, PA 15301 | PA | 1946-07 | $17,954 |
| 3 | Marine Corps League | 158 E Main St, Wilkes Barre, PA 18705 | PA | 1946-07 | $73,417 |
| 4 | Marine Corps Tun Tavern Foundation Inc | 233 Highland Ave, Upper Darby, PA 19082 | PA | 1977-08 | $0 |
| 5 | Marines Fore Scholarships | 1706 Weatherstone Dr, Paoli, PA 19301-1945 | PA | 2000-05 | $147,400 |
| 6 | Mario And Sara Rafalin Foundation | 606 Ballytore Rd, Wynnewood, PA 19096-2210 | PA | 1988-04 | $35,001 |
| 7 | Mario Lanza Institute | 712 Montrose St, Philadelphia, PA 19147-3944 | PA | 1989-03 | $42,465 |
| 8 | Mario Lemieux Foundation | 816 5th Ave Fl 6, Pittsburgh, PA 15219-4765 | PA | 1993-09 | $3,963,321 |
| 9 | Marion Athletic Association | PO BOX 91, Marion, PA 17235-0091 | PA | 1990-07 | $53,216 |
| 10 | Marion B Thomas Trust 10-05577 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $1,989 | |
| 11 | Marion Fox Trust Uw Fbo Jewish Family & Childrens Services | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1976-04 | $468,181 |
| 12 | Marion Frances Schimmelfeng | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2011-09 | $958,316 |
| 13 | Marion H Morrison Tr | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1976-07 | $92,215 |
| 14 | Marion Hartman Tuw Lancaster City Trees 47f012018 | PO BOX 3215, Lancaster, PA 17604-3215 | PA | $18,296 | |
| 15 | Marion J Gallagher Foundation Inc | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1977-11 | $2,155,584 |
| 16 | Marion Sawyer Frederick Tr Uw Fbo Trinity Lutheran Church | PO BOX 6010, Chambersburg, PA 17201-6010 | PA | 2004-09 | $73,584 |
| 17 | Marion Sawyer Frederick Tr Uw Fbo Ymca | PO BOX 6010, Chambersburg, PA 17201-6010 | PA | 2004-09 | $72,559 |
| 18 | Marion Town Committee | PO BOX 284, Marion, PA 17235-0284 | PA | 1983-03 | $90,843 |
| 19 | Marion Volunteer Fire Company | 5465 Molly Pitcher Hwy, Chambersburg, PA 17202-7739 | PA | 2006-10 | $878,136 |
| 20 | Maritime Academy Charter High School Inc | 2275 Bridge St, Philadelphia, PA 19137-2307 | PA | 2004-06 | $9,631,571 |
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