Percy E Goodrich Trust For Hanover Peoples Loan & Trust Co Trustee in Evansville, Indiana (IN)
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 Indiana
| Percy E Goodrich Trust For Hanover Peoples Loan & Trust Co Trustee | |
| Employer Identification Number (EIN) | 356020284 |
| Name of Organization | Percy E Goodrich Trust For Hanover Peoples Loan & Trust Co Trustee |
| In Care of Name | Peoples Loan & Trust Company Trus |
| Address | PO BOX 207, Evansville, IN 47702-0207 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Educational Organization |
| Ruling Date | 01/1975 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2012 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $8,536,086 |
| Amount of Income | $2,720,024 |
| Form 990 Revenue Amount | $431,290 |
Non-representatives - add comments:
Revenue for 2011
Expenses 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 | $431,290 | $430,729 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $258,626 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $172,664 | |||
| Total expenses and disbursements | $153,550 | $62,098 | $0 | $77,931 |
| Compensation of officers, directors, trustees, etc. | $68,717 | |||
| Total operating and administrative expenses | $83,316 | $62,098 | $7,697 | |
| Contributions, gifts, grants paid | $70,234 | |||
| Excess of revenue over expenses and disbursements | $277,740 | |||
| Net investment income | $368,631 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $8,859,235 | $10,231,760 |
| 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 | $8,859,235 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $8,859,235 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $172,664 |
| Net capital loss | $0 |
| 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 | $7,373 |
| Total credits and payments | $9,582 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $9,582 |
| 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 | $4 |
| Overpayment | $2,205 |
| Amount to be credited to 2012 estimated tax | $2,205 |
| 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? | 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 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 | $10,369,026 |
| Net value of noncharitable-use assets | $10,213,500 |
| Minimum investment return | $510,675 |
| Distributable Amount (for 2011) | |
| Distributable amount | $503,302 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $503,302 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $503,302 |
| 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 Indiana | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | People Helping People Committee | 582 W Eads Pkwy, Lawrenceburg, IN 47025-1172 | IN | 2002-09 | $53,687 |
| 2 | People Helping People Network Inc | 3205 Madison Ave, Indianapolis, IN 46227-1127 | IN | 2004-03 | $60,895 |
| 3 | People In Need Corporation | 206 W 3rd St, Sheridan, IN 46069-1050 | IN | 2008-12 | $3,601 |
| 4 | People Of Praise-Muncie Inc | 3300 W Moore Rd, Muncie, IN 47304-5941 | IN | 1980-07 | $126,048 |
| 5 | Peoples Burn Foundation Of Indiana Inc | 6337 Hollister Drive Suite 214, Indianapolis, IN 46224-4725 | IN | 1997-09 | $150,121 |
| 6 | Peoples Charitable Foundation Inc | 212 W 7th St, Auburn, IN 46706-1723 | IN | 1994-06 | $994,500 |
| 7 | Pep Educational Support Inc | 5329 S Emerson Ave Ste C, Indianapolis, IN 46237-1977 | IN | 1996-07 | $1 |
| 8 | Newburgh Youth Soccer Inc | PO BOX 284, Newburgh, IN 47629-0284 | IN | 1984-03 | $64,755 |
| 9 | Percussive Arts Society Inc | 110 W Washington St Ste A, Indianapolis, IN 46204-3423 | IN | 1996-10 | $1,623,818 |
| 10 | Percy E Goodrich Band Shell Trust | PO BOX 207, Evansville, IN 47702-0207 | IN | 1986-07 | $22,424 |
| 11 | Percy E Goodrich Trust For Hanover Peoples Loan & Trust Co Trustee | PO BOX 207, Evansville, IN 47702-0207 | IN | 1975-01 | $2,720,024 |
| 12 | Percy Hammond Walsh Fund | PO BOX 1602, South Bend, IN 46634-1602 | IN | 1972-06 | $334,265 |
| 13 | Perelman Charitable Foundation Inc | 8751 Jaffa Court East Dr Apt 16, Indianapolis, IN 46260-2398 | IN | 1992-01 | $767,319 |
| 14 | Perfect 10 Booster Club Inc | 1259 N State Road 135 Ste D, Greenwood, IN 46142-1026 | IN | 2006-01 | $107,007 |
| 15 | Performance Healthcare Initiative Inc | PO BOX 1598, Bloomington, IN 47402-1598 | IN | 2006-06 | $86,318 |
| 16 | Performing Arts Association Of Lawrence Central High School Inc | 7300 E 56th St, Indianapolis, IN 46226-1306 | IN | 1979-09 | $456,745 |
| 17 | Performing Arts Council Of Logansport Inc | PO BOX 13, Logansport, IN 46947-0013 | IN | 1978-04 | $77,134 |
| 18 | Perkinsville Cemetery Association Inc | 8663 W 300 N, Anderson, IN 46011-9129 | IN | 1999-09 | $16,207 |
| 19 | Perpetual Care Fund Trust For Concordia Cemetery, Calumet National Bank Ttee | 10322 Indianapolis Blvd, Highland, IN 46322-3508 | IN | 2002-09 | $105,425 |
| 20 | Perrin Family Park Foundation Inc | 414 Perrin Ln, Jeffersonvlle, IN 47130-5059 | IN | 1991-09 | $1,697,298 |
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