Elizabeth B Ellis Foundation Trust in Norristown, 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
| Elizabeth B Ellis Foundation Trust | |
| Employer Identification Number (EIN) | 236851809 |
| Name of Organization | Elizabeth B Ellis Foundation Trust |
| Address | 540 Swede St, Norristown, PA 19401-4807 |
| Activities | Endowment fund or financial services, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1986 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 05/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,427,174 |
| Amount of Income | $263,248 |
| Form 990 Revenue Amount | $175,266 |
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 | $175,266 | $175,266 | $48,572 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $83 | |||
| Dividends and interest from securities | $36,187 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $815 | |||
| Other | $138,181 | |||
| Total expenses and disbursements | $238,311 | $38,254 | $0 | $200,056 |
| Compensation of officers, directors, trustees, etc. | $31,953 | |||
| Total operating and administrative expenses | $61,561 | $38,254 | $23,306 | |
| Contributions, gifts, grants paid | $176,750 | |||
| Excess of revenue over expenses and disbursements | $-63,045 | |||
| Net investment income | $137,012 | |||
| Adjusted net income | $48,572 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,869,719 | $2,850,500 |
| Cash - non-interest-bearing | $73,713 | |
| Investments-U.S. and state government obligations | $6,500 | |
| Investments-corporate stock | $2,549,437 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $240,069 | |
| Total liabilities | $12,108 | |
| Mortgages and other notes payable | $0 | |
| Other | $12,108 | |
| Total liabilities and net assets/fund balances | $2,857,611 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $138,181 |
| 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 | $1,370 |
| Total credits and payments | $1,598 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,598 |
| 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 |
| Overpayment | $228 |
| Amount to be credited to 2013 estimated tax | $228 |
| 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? | 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 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 | $2,922,312 |
| Net value of noncharitable-use assets | $2,878,480 |
| Minimum investment return | $143,924 |
| Distributable Amount (for 2012) | |
| Distributable amount | $142,554 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $142,554 |
| 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 | Elijah Ministries Of The Broadtop Area | 3241 Lakeview Drive, James Creek, PA 16657 | PA | 2006-09 | $3,462 |
| 2 | Elim International | PO BOX 484, Leola, PA 17540-0484 | PA | 1997-02 | $49,238 |
| 3 | Elinor Jones Mcconnell Trust Fund, Mckay William M Ttee | PO BOX 11054, Pittsburgh, PA 15237-0354 | PA | 2002-02 | $1,359,716 |
| 4 | Elinor R Keefer Tr Ua 2268777 | 1600 Market St Ste 4th Fl, Philadelphia, PA 19103-7240 | PA | 1996-05 | $34,820 |
| 5 | Elise E Ulbricht Annuity Tr Ud Dtd 8 4 69 | Pnc Bank Na 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 1989-07 | $266,196 |
| 6 | Elise Galman Dee Foundation | PO BOX 646, Foxcroft Sq, PA 19046-7046 | PA | 1999-04 | $229,486 |
| 7 | Elise Lennig Macauley U D 05-01-56 86704 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $8,388 | |
| 8 | Elite Companies Charitable Foundation | 191 Sheree Blvd 2nd Floor, Exton, PA 19341-1265 | PA | 2004-06 | $216,631 |
| 9 | Elite Dance Parents Club Inc | 19 Whitman Ct, Ivyland, PA 18974-2335 | PA | 2002-10 | $18,749 |
| 10 | Eliza C Funk Charitable Foundation | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-06 | $2,355,332 |
| 11 | Elizabeth B Ellis Foundation Trust | 540 Swede St, Norristown, PA 19401-4807 | PA | 1986-12 | $263,248 |
| 12 | Elizabeth B Ketterlinus T-Item 6 Of Will | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $86,665 | |
| 13 | Elizabeth B Ketterlinus Tr 7-80005 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1992-09 | $22,638 |
| 14 | Elizabeth B Ketterlinus Trust Uw Item 5 80003 Fbo, U Of Pa Jb Clark Fd | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $101,507 | |
| 15 | Elizabeth Baird Mckim Trust Ud 217002 02-21-1942 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1997-10 | $198,457 |
| 16 | Elizabeth Bauernschmidt Memorial Fund, Singley Frederick J Jr Ttee | 620 Liberty Ave Fl 10, Pittsburgh, PA 15222-2722 | PA | $53,407 | |
| 17 | Elizabeth C Fitzgerald Trust Uw 10-5450-00-1 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $38,387 | |
| 18 | Elizabeth C King U-W | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1993-02 | $57,680 |
| 19 | Elizabeth C Kunkel Trust | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $451 | |
| 20 | Elizabeth Casper Family Foundation Trust | 914 S Park Ave, Glenshaw, PA 15116-2432 | PA | 2004-10 | $1 |
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