O Donnell Family Foundation, O Donnell Justin Ttee in Honesdale, 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
| O Donnell Family Foundation, O Donnell Justin Ttee | |
| Employer Identification Number (EIN) | 256788408 |
| Name of Organization | O Donnell Family Foundation |
| Secondary Name | O Donnell Justin Ttee |
| Address | Wayne Bank Wealth / 717 Main Street, Honesdale, PA 18431 |
| Subsection | Charitable Organization |
| Ruling Date | 08/2001 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $40,403 |
| Amount of Income | $7,390 |
| Form 990 Revenue Amount | $445 |
Non-representatives - add comments:
Revenue for 2011
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 | $445 | $916 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $10 | |||
| Dividends and interest from securities | $906 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $3,513 | $13 | $0 | $3,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $13 | $13 | $0 | |
| Contributions, gifts, grants paid | $3,500 | |||
| Excess of revenue over expenses and disbursements | $-3,068 | |||
| Net investment income | $903 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $40,403 | $39,275 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $6,300 | |
| Investments-corporate stock | $32,253 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,850 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $40,403 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-471 |
| 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 | $18 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $18 |
| 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? | 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 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 | $40,260 |
| Net value of noncharitable-use assets | $39,660 |
| Minimum investment return | $1,983 |
| Distributable Amount (for 2011) | |
| Distributable amount | $1,965 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $1,965 |
| 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 | Nuremberg-Weston Volunteer Fire Company | PO BOX 530, Sugarloaf, PA 18249-0530 | PA | 1984-01 | $142,036 |
| 2 | Nurse Practitioner Association Of Southwestern Pennsylvania, Npasp | 601 Timberwood Ct, Pittsburgh, PA 15239-1084 | PA | 2003-08 | $11,332 |
| 3 | Nurses Alumnae Of The Abington Memorial Hospital School Of Nursin | 1570 Tralee Dr, Dresher, PA 19025-1230 | PA | 1965-07 | $42,282 |
| 4 | Nursing Foundation Of Pennsylvania | 3605 Vartan Way Ste 204, Harrisburg, PA 17110-9335 | PA | 1996-03 | $297,618 |
| 5 | Nurturing Minds Inc | PO BOX 144, Valley Forge, PA 19481-0144 | PA | 2008-01 | $1,234,023 |
| 6 | Nutritional Development Services | 222 N 17th St, Philadelphia, PA 19103-1202 | PA | 1946-03 | $18,361,279 |
| 7 | Nwb Charitable Foundation Inc | 873 Wesauking Dr, Towanda, PA 18848-7550 | PA | 2000-12 | $1 |
| 8 | Nwpacc Benefit Trust Fund, Denome Louis A Et Al Ttee | 188 Main St, Greenville, PA 16125-2106 | PA | 1998-05 | $0 |
| 9 | O A P Inc | 3451 Walnut Street, Philadelphia, PA 19104-6205 | PA | 2000-02 | $554,680 |
| 10 | O Conner Family Foundation Charitable Tr Between Gerald Et Al, O Conner Gerlad J Sr And Et Al | 442 Inveraray Rd, Villanova, PA 19085-1138 | PA | 2002-09 | $61,264 |
| 11 | O Donnell Family Foundation, O Donnell Justin Ttee | Wayne Bank Wealth / 717 Main Street, Honesdale, PA 18431 | PA | 2001-08 | $7,390 |
| 12 | O Eakins Trust Fbo, B E Endowment Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $950,598 |
| 13 | O Emert Nicholson Charitable Trust, Pnc Bank Na Ttee | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $2,229,167 | |
| 14 | O H Irvine 21-38104 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1991-01 | $1,144,272 |
| 15 | O M Health & Welfare Fund | PO BOX 368, Freeport, PA 16229-0315 | PA | 1989-03 | $202,631 |
| 16 | O Noble 500-237 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $5,562 |
| 17 | O W Houts Charitable Trust | 2591 Park Center Blvd, State College, PA 16801-3007 | PA | 2003-05 | $21,788 |
| 18 | O W Houts Charitable Trust 4 | 2591 Park Center Blvd, State College, PA 16801-3007 | PA | 2004-04 | $75,528 |
| 19 | O W Houts Charitable Trust Fbo Lutheran Theological Seminary | 2591 Park Center Blvd, State College, PA 16801-3007 | PA | 2003-09 | $10,004 |
| 20 | O W Houts Trust Fbo Susquehannah Univ U A 7-16-82, O W Houts Scholarship | 2591 Park Center Blvd, State College, PA 16801-3007 | PA | 2004-02 | $51,950 |
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