Neely Charitable Fund 080440 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
| Neely Charitable Fund 080440 | |
| Employer Identification Number (EIN) | 043256436 |
| Name of Organization | Neely Charitable Fund 080440 |
| In Care of Name | Pnc Bank |
| Address | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 04/2006 |
| 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 | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $305,994 |
| Amount of Income | $52,371 |
| Form 990 Revenue Amount | $10,727 |
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 | $14,873 | $14,323 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $9,973 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $41 | |||
| Other | $4,858 | |||
| Total expenses and disbursements | $17,053 | $2,943 | $0 | $14,067 |
| Compensation of officers, directors, trustees, etc. | $3,098 | |||
| Total operating and administrative expenses | $3,876 | $2,943 | $890 | |
| Contributions, gifts, grants paid | $13,177 | |||
| Excess of revenue over expenses and disbursements | $-2,180 | |||
| Net investment income | $11,380 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $306,862 | $351,258 |
| 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 | $303,104 | |
| Other | $3,758 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $306,862 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $4,858 |
| 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 | $114 |
| Total credits and payments | $80 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $80 |
| 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 | $34 |
| 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 | $346,296 |
| Net value of noncharitable-use assets | $341,100 |
| Minimum investment return | $17,055 |
| Distributable Amount (for 2012) | |
| Distributable amount | $16,941 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $16,941 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $16,751 |
| 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 | Mr & Mrs John A Fletcher | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-04 | $30,604 |
| 2 | Mt Airy Transit Village Inc | 6703 Germantown Ave Ste 200, Philadelphia, PA 19119-2109 | PA | 2011-05 | $92,058 |
| 3 | Mt Lebanon Village | 710 Washington Road, Pittsburgh, PA 15228 | PA | 2008-11 | $53,924 |
| 4 | Muhlenberg Township Athletic Association | PO BOX 127, Temple, PA 19560-0127 | PA | 2011-08 | $153,786 |
| 5 | Mustard Seed Inc | 20 S Market St, Selinsgrove, PA 17870-1802 | PA | 1990-03 | $85,783 |
| 6 | Mutya Philippine Dance Company | 259-B N Lawrence St, Philadelphia, PA 19106 | PA | 1996-04 | $21,102 |
| 7 | Mystic Chain Hall & Park Assn Inc | 3718 Main Rd E, Emmaus, PA 18049-9579 | PA | 1945-02 | $27,733 |
| 8 | Nga Needlework Guild Of America | 7 Kay Drive, Churchville, PA 18966 | PA | 1966-01 | $0 |
| 9 | National Black Mba Association Inc Pittsburgh Chapter | PO BOX 3502, Pittsburgh, PA 15230-3502 | PA | 2009-07 | $99,445 |
| 10 | National Coalition Of 100 Black Women Inc, Pennsylvania Chapter | PO BOX 13108, Philadelphia, PA 19101-3108 | PA | 1984-02 | $85,223 |
| 11 | Neely Charitable Fund 080440 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-04 | $52,371 |
| 12 | Neil J Brassell Jr Foundation For Youth Development | 1319 Glen Echo Dr, Huntingdon Vy, PA 19006-1309 | PA | 2014-09 | $24,317 |
| 13 | Neiman Cunius Trust Uw 301654400, Pnc Bank | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $1,371 |
| 14 | Nerih Inc | 2844 Brodhead Rd, Aliquippa, PA 15001-1758 | PA | 2004-08 | $57,563 |
| 15 | Neshannock Athletic Association Inc | PO BOX 5031, New Castle, PA 16105-0031 | PA | 1998-06 | $113,191 |
| 16 | New Beginnings Church | PO BOX 2267, Boothwyn, PA 19061-8267 | PA | 2010-06 | $697,618 |
| 17 | New Birthing Ministries, New Birthing Worship Center | 661 Rose St, Lansdowne, PA 19050-3341 | PA | 2008-01 | $0 |
| 18 | New Castle Hometown Corporation, Currie Cleo | PO BOX 1693, New Castle, PA 16103-1693 | PA | 2001-01 | $9,775 |
| 19 | Breakout Ministries | 2400 Anita Ct, Leola, PA 17540 | PA | 2004-04 | $0 |
| 20 | New Hope Celebrates Inc | 144 Old York Road, New Hope, PA 18938 | PA | 2009-07 | $69,995 |
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