Shearer Bessie E Tr U Decl 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
Shearer Bessie E Tr U Decl | |
Employer Identification Number (EIN) | 046407984 |
Name of Organization | Shearer Bessie E Tr U Decl |
In Care of Name | Bny Mellon Na |
Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Foundation | All organizations except 501(c)(3) |
Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
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 | $790,155 |
Amount of Income | $359,334 |
Form 990 Revenue Amount | $14,663 |
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 | $31,401 | $31,078 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $14,443 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $100 | |||
Other | $16,858 | |||
Total expenses and disbursements | $55,723 | $7,182 | $0 | $48,541 |
Compensation of officers, directors, trustees, etc. | $11,265 | |||
Total operating and administrative expenses | $11,723 | $7,182 | $4,541 | |
Contributions, gifts, grants paid | $44,000 | |||
Excess of revenue over expenses and disbursements | $-24,322 | |||
Net investment income | $23,896 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $707,833 | $799,128 |
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 | $696,937 | |
Other | $10,896 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $707,833 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $16,858 |
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 | $239 |
Total credits and payments | $134 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $134 |
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 | $105 |
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 | $799,014 |
Net value of noncharitable-use assets | $787,020 |
Minimum investment return | $39,351 |
Distributable Amount (for 2012) | |
Distributable amount | $39,112 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $39,112 |
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 | Sharpe-Strumia Research Foundation Of The Bryn Mawr Hospital | 100 Lancaster Ave, Wynnewood, PA 19096-3450 | PA | 2003-11 | $3,281,423 |
2 | Sharpsburg Volunteer Fire Department Inc | 1611 Main St, Pittsburgh, PA 15215-2609 | PA | 1978-01 | $87,499 |
3 | Shartlesville Fish And Game Association | PO BOX 423, Shartlesville, PA 19554-0423 | PA | 1948-06 | $74,915 |
4 | Shavers Creek Valley Home Assn | 117 King St, Petersburg, PA 16669-3218 | PA | 1950-01 | $143,354 |
5 | Shavertown Volunteer Fire Department | 170 N Main St, Shavertown, PA 18708-1121 | PA | 1998-01 | $163,999 |
6 | Shawnee Senior Citizens | 102 Brooks Dr, Pittston, PA 18640-3171 | PA | 1983-11 | $1,006 |
7 | Shawnee Valley Ambulance Assoc | PO BOX 8, Schellsburg, PA 15559-0008 | PA | 2014-08 | $203,809 |
8 | Shea Family Foundation | 50 S 16th St Unit 4204, Philadelphia, PA 19102-2532 | PA | 2008-01 | $1,047,173 |
9 | Sheakleyville Community Volunteer Fire Department | PO BOX 72, Sheakleyville, PA 16151-0072 | PA | 2005-11 | $169,245 |
10 | Sheakleyville Community Volunteer Fire Department Relief Assoc | 3278 Perry Hwy Box 725, Sheakleyville, PA 16151 | PA | 2005-07 | $27,309 |
11 | Shearer Bessie E Tr U Decl | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $359,334 | |
12 | Sheeler Family Foundation | 545 Stoney Ln, State College, PA 16801-6440 | PA | 2001-02 | $3,655 |
13 | Sheerr Foundation Inc | 1600 Market St Ste 3600, Philadelphia, PA 19103-7212 | PA | 1949-06 | $160,874 |
14 | Sheet Metal Contracting Industry Advancement Fund Of Ne Penna | 1751 Lamplight Cir, Middletown, PA 17057-5931 | PA | 1974-07 | $117,494 |
15 | Sheet Metal Contracting Industry Education Fund Of Northeastern Pen | 248 Parrish St, Wilkes Barre, PA 18702-4667 | PA | 1975-02 | $215,034 |
16 | Sheet Metal Contracton Association Of Northern N J | 1751 Lamplight Cir, Middletown, PA 17057-5931 | PA | 2002-05 | $279,104 |
17 | Sheet Metal Contractors Assn Of Central Pennsylvania | 1751 Lamplight Cir, Middletown, PA 17057-5931 | PA | 1970-11 | $139,547 |
18 | Sheet Metal Contractors Assoc Of Philadelphia & Vicinity | 1100 E Hector St Ste 185, Conshohocken, PA 19428-2387 | PA | 1954-12 | $2,332,365 |
19 | Sheet Metal Contractors Association Of North Eastern Pa | 1751 Lamplight Cir, Middletown, PA 17057-5931 | PA | 1973-04 | $85,440 |
20 | Sheet Metal Industry Fund Of New Jersey | 1751 Lamplight Cir, Middletown, PA 17057-5931 | PA | 1968-03 | $162,912 |
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