Sophie Berlin Memorial Fund 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
| Sophie Berlin Memorial Fund | |
| Employer Identification Number (EIN) | 046200484 |
| Name of Organization | Sophie Berlin Memorial Fund |
| In Care of Name | Pnc Bank |
| Address | Pnc Bankna 620 Liberty Avenue No, Pittsburgh, PA 15222 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| 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 | $138,042 |
| Amount of Income | $51,240 |
| Form 990 Revenue Amount | $8,578 |
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 | $25,742 | $25,083 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,438 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $22,304 | |||
| Total expenses and disbursements | $9,432 | $1,740 | $0 | $7,593 |
| Compensation of officers, directors, trustees, etc. | $1,832 | |||
| Total operating and administrative expenses | $2,666 | $1,740 | $827 | |
| Contributions, gifts, grants paid | $6,766 | |||
| Excess of revenue over expenses and disbursements | $16,310 | |||
| Net investment income | $23,343 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $140,635 | $167,894 |
| 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 | $133,642 | |
| Other | $6,993 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $140,635 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $22,304 |
| 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 | $233 |
| 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 | $153 |
| 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 | $166,783 |
| Net value of noncharitable-use assets | $164,280 |
| Minimum investment return | $8,214 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,981 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,981 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $7,854 |
| 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 | Sonny Hill Community Involvement League Inc | C/O Thane Martin Cpa 1528 Walnut St, Philadelphia, PA 19102 | PA | 1977-08 | $135,421 |
| 2 | Sonny Hill Foundation | 432 S 50th St, Philadelphia, PA 19143-1645 | PA | 1988-06 | $5,600 |
| 3 | Sonpower Ministries | Po Box 952, Carlisle, PA 17013 | PA | 1996-08 | $0 |
| 4 | Sons Of Italy In America, 1776 Lam-Valley Forge | 1968 Hoffmansville Rd, Frederick, PA 19435-9719 | PA | 1972-10 | $63,000 |
| 5 | Sons Of Italy In America, 730 Alessandro Lamarmora | 197 Liberty St, Perryopolis, PA 15473-5306 | PA | 1972-10 | $464,115 |
| 6 | Sons Of Italy In America, 413 Sante Furnari | 636 Schwab Rd, Hatfield, PA 19440-3203 | PA | 1941-12 | $70,877 |
| 7 | Sons Of Italy In America, 608 Ellwood City | 810 Lawrence Ave, Ellwood City, PA 16117 | PA | 1972-10 | $168,022 |
| 8 | Sons Of Italy In America, 875 Shenango Valley | 299 Vine Avenue, Sharon, PA 16146-2175 | PA | 1972-10 | $292,871 |
| 9 | Sons Of Italy In America, 881 G Garibaldi-Giovane Italia | 1010 Fifth Ave, New Kensington, PA 15068-6234 | PA | 1941-12 | $3,525 |
| 10 | Sons Of Italy In America, 941 Libera Italia | 6th And Allegheny Ave, Glassport, PA 15045 | PA | 1941-12 | $42,777 |
| 11 | Sophie Berlin Memorial Fund | Pnc Bankna 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-04 | $51,240 |
| 12 | Sordoni Foundation Inc | 45 Owen St, Forty Fort, PA 18704-4305 | PA | 1947-11 | $4,775,938 |
| 13 | Sotter Memorial Tr, Sotter Emma Kirmse Ttee | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222-2705 | PA | 2006-03 | $6,805 |
| 14 | Souderton Area Baseball League Inc | PO BOX 64766, Souderton, PA 18964-0766 | PA | 1998-12 | $106,466 |
| 15 | Souderton Area Boys Lacrosseassociation | PO BOX 192, Harleysville, PA 19438-0192 | PA | 2007-10 | $33,083 |
| 16 | Souderton Community Ambulance Association Inc | 223 W Reliance Rd, Telford, PA 18969-2039 | PA | 1989-05 | $709,639 |
| 17 | Souderton-Telford Community Development Corporation | PO BOX 314, Telford, PA 18969-0314 | PA | 2010-04 | $69,319 |
| 18 | South Carolina State Univeristy National Alumni Association, South Carolina State Univeristy National Alumni Association Philadelphia Pa Chapter | Po Box 43299, Philadelphia, PA 19101 | PA | 2001-10 | $0 |
| 19 | South Central Assembly For Effective Governance | 777 W Harrisburg Pike, Middletown, PA 17057-4846 | PA | 1998-03 | $1,300 |
| 20 | South Central Pennsylvania Sickle Cell Council | 2000 Linglestown Rd Ste 103, Harrisburg, PA 17110-9347 | PA | 1996-05 | $197,938 |
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