The Susquehanna Bank Foundation in Lititz, 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
- Organizations performing similar types of work
| The Susquehanna Bank Foundation | |
| Employer Identification Number (EIN) | 306025861 |
| Name of Organization | The Susquehanna Bank Foundation |
| Address | 26 N Cedar St, Lititz, PA 17543-1514 |
| Subsection | Charitable Organization |
| Ruling Date | 11/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $226,122 |
| Amount of Income | $512,982 |
| Form 990 Revenue Amount | $3,658 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2011: $512,982 (it was $851 in 2010)
| The Susquehanna Bank Foundation: | $512,982 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2011: $226,122 (it was $601,446 in 2010)
| This organization: | $226,122 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2011: $378,982
| The Susquehanna Bank Foundation: | $378,982 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2011: 1.4
| This organization: | 1.4 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2011: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 98.7% |
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 | $3,658 | $14,114 | $14,114 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $14,114 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $378,982 | $4,435 | $4,435 | $374,547 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,435 | $4,435 | $0 | |
| Contributions, gifts, grants paid | $374,547 | |||
| Excess of revenue over expenses and disbursements | $-375,324 | |||
| Net investment income | $9,679 | |||
| Adjusted net income | $9,679 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $226,122 | $2,236,154 |
| Cash - non-interest-bearing | $646 | |
| Investments-U.S. and state government obligations | $205,547 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $19,929 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $226,122 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-10,456 |
| 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 | $97 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $97 |
| 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 | $570,819 |
| Net value of noncharitable-use assets | $562,260 |
| Minimum investment return | $28,113 |
| Distributable Amount (for 2011) | |
| Distributable amount | $28,016 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $28,016 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Shuff Foundation | 1600 Market St, Philadelphia, PA 19103-7240 | PA | 1999-06 | $9,919,115 |
| 2 | Giant Eagle Foundation | 101 Kappa Dr, Pittsburgh, PA 15238-2809 | PA | 2013-02 | $4,533,737 |
| 3 | K Ten Kids Foundation Inc | 134 N Narberth Ave, Narberth, PA 19072-2211 | PA | 2010-10 | $2,674,442 |
| 4 | Tecovas Foundation | 1650 Market St Ste 1200, Philadelphia, PA 19103-7311 | PA | 1999-08 | $2,232,562 |
| 5 | Scott Electric Foundation Inc | 1000 S Main St, Greensburg, PA 15601-4868 | PA | 2014-08 | $1,809,475 |
| 6 | The Becket Family Foundation | PO BOX 1342, Malvern, PA 19355-0682 | PA | 2007-07 | $1,573,950 |
| 7 | Barbara Bradley Baekgaard Family Foundation | 7 Spring Mill Ln, Haverford, PA 19041-1136 | PA | 2011-03 | $1,164,352 |
| 8 | The@e Rhoda Shaten Charitable Foundation, Lawrence J Beaser Ttee | 130 N 18th St-3rd, Philadelphia, PA 19103-6933 | PA | 2008-05 | $841,387 |
| 9 | Northwest Charitable Foundation | 100 Liberty St, Warren, PA 16365-2411 | PA | 2011-08 | $656,082 |
| 10 | Sokolski Family Foundation, Sokolski Robert D & S | 204 Pamela Dr, Warren, PA 16365-4116 | PA | 1999-07 | $591,406 |
| 11 | The Susquehanna Bank Foundation | 26 N Cedar St, Lititz, PA 17543-1514 | PA | 2002-11 | $512,982 |
| 12 | Greenly Family Foundation, Duane R Greenly Ttee | 20 Gunpowder Rd, Mechanicsburg, PA 17050-7363 | PA | 2011-05 | $502,982 |
| 13 | Mckamish Family Foundation | 50 55th St, Pittsburgh, PA 15201-2311 | PA | 2011-08 | $449,834 |
| 14 | Speyer Family Foundation | 1202 Benedum Trees Building, Pittsburgh, PA 15221 | PA | 2002-02 | $387,756 |
| 15 | Willow Grove Foundation | 1837 Harte Rd, Jenkintown, PA 19046-1532 | PA | 2000-12 | $387,667 |
| 16 | Eater Family Foundation, Miriam N Fletcher Ttee | 286 W Market St, Marietta, PA 17547-1420 | PA | 2012-04 | $369,737 |
| 17 | Campbell Educational And Community Foundation | 1260 Breezewood Dr, W Homestead, PA 15120-1317 | PA | 2013-11 | $350,013 |
| 18 | Thomas L Barletta Charitable Foundation Tua | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2001-09 | $332,530 |
| 19 | J Homer & Josephine M Kegerreis Memorial Tr | C/O Susq Tr 1570 Manheim Pike Po, Lancaster, PA 17604 | PA | 2011-02 | $303,026 |
| 20 | Star Foundation, Stella John A & Aurelia Et Al Ttee | 1775 Arden Ln, Bethlehem, PA 18015-5829 | PA | 2001-08 | $219,707 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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