Georgia Lee Alford Memorial Scholarship Fund, Massachusetts Co Inc Ttee 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
| Georgia Lee Alford Memorial Scholarship Fund, Massachusetts Co Inc Ttee | |
| Employer Identification Number (EIN) | 046200506 |
| Name of Organization | Georgia Lee Alford Memorial Scholarship Fund |
| Secondary Name | Massachusetts Co Inc Ttee |
| In Care of Name | Pnc Bank |
| Address | Pnc Bankna 620 Liberty Avenue No, Pittsburgh, PA 15222 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 03/2006 |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $393,508 |
| Amount of Income | $132,665 |
| Form 990 Revenue Amount | $12,662 |
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 | $32,510 | $33,046 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,223 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $24,287 | |||
| Total expenses and disbursements | $26,523 | $4,322 | $0 | $22,112 |
| Compensation of officers, directors, trustees, etc. | $4,549 | |||
| Total operating and administrative expenses | $5,373 | $4,322 | $962 | |
| Contributions, gifts, grants paid | $21,150 | |||
| Excess of revenue over expenses and disbursements | $5,987 | |||
| Net investment income | $28,724 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $348,828 | $473,995 |
| 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 | $334,473 | |
| Other | $14,355 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $348,828 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $24,287 |
| 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 | $287 |
| Total credits and payments | $120 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $120 |
| 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 | $167 |
| 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 | $473,759 |
| Net value of noncharitable-use assets | $466,660 |
| Minimum investment return | $23,333 |
| Distributable Amount (for 2012) | |
| Distributable amount | $23,046 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $23,046 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $22,784 |
| 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 | George L Pennock 3 Trust 61432 | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 2006-06 | $121,746 |
| 2 | George Lauder Irrv Tr Ua 59512 Dtd 121300 Fbo Presby Hospital Of Pgh | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 2006-01 | $1,128 |
| 3 | George Morris For Sundry Charity | C/O Pnc Bank 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 2006-05 | $367,551 |
| 4 | George W & Eleanor Elkins Tr | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $671,921 |
| 5 | George W Beebe 3 60103 Nect | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-04 | $1,207 |
| 6 | George W Causey Trust | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $168,978 |
| 7 | George W South Memorial Ch Adv | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $5,503 |
| 8 | George W Woolford U W 17670 Mellon Bank East N A, Bny Mellon | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $727 | |
| 9 | Georgeanna Steever Stansbury Tr Nect 4897-0 Fbo Maryland Spca | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $26,737 | |
| 10 | Georgetown Rectors Salary Endowment Fdn | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-01 | $2,168 |
| 11 | Georgia Lee Alford Memorial Scholarship Fund, Massachusetts Co Inc Ttee | Pnc Bankna 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $132,665 |
| 12 | Georgianna L Mcclellan | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-04 | $2,259 |
| 13 | Germantown Conservancy Inc | 24 E Market St, West Chester, PA 19382-3151 | PA | 2009-11 | $4,905 |
| 14 | Gertrude Guil Putney No 5 54043 Nect | Pnc Bank Na 620 Liberty Avenue 10th, Pittsburgh, PA 15222 | PA | 2006-03 | $64 |
| 15 | Gertrude L Howland Tr Uw Fbo Howland Stevenson Fund | Pnc Bank 620 Liberty Ave No 10thfl, Pittsburgh, PA 15222 | PA | 2006-03 | $19,784 |
| 16 | Gertrude M Wright Trust | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $7,453 |
| 17 | Gettysburg Economic Developmentcorporation | 59 E High St, Gettysburg, PA 17325-2355 | PA | 2009-10 | $50,703 |
| 18 | Gettysburg Hospital Trust Acct 27280010092287 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222-2705 | PA | 2006-03 | $393,461 |
| 19 | Gittis Katz Foundation | 119 Cherry Ln, Wynnewood, PA 19096-1208 | PA | 2010-02 | $318,839 |
| 20 | Glad Services Incorporated | 1110 Snyder Rd, West Lawn, PA 19609-1151 | PA | 2009-04 | $164,228 |
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