Georgiana Emery Trust Uw 10-4522-00-8 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
| Georgiana Emery Trust Uw 10-4522-00-8 | |
| Employer Identification Number (EIN) | 046093316 |
| Name of Organization | Georgiana Emery Trust Uw 10-4522-00-8 |
| In Care of Name | Mellon Trust New England |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,801,931 |
| Amount of Income | $894,196 |
| Form 990 Revenue Amount | $80,380 |
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 | $84,200 | $83,868 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $38,597 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $45,603 | |||
| Total expenses and disbursements | $124,710 | $14,248 | $0 | $110,038 |
| Compensation of officers, directors, trustees, etc. | $21,474 | |||
| Total operating and administrative expenses | $23,697 | $14,248 | $9,025 | |
| Contributions, gifts, grants paid | $101,013 | |||
| Excess of revenue over expenses and disbursements | $-40,510 | |||
| Net investment income | $69,620 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,717,933 | $1,950,065 |
| 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 | $1,690,522 | |
| Other | $27,411 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,717,933 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $45,603 |
| 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 | $696 |
| Total credits and payments | $662 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $662 |
| 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 | $34 |
| 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 | $1,939,991 |
| Net value of noncharitable-use assets | $1,910,900 |
| Minimum investment return | $95,545 |
| Distributable Amount (for 2012) | |
| Distributable amount | $94,849 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $94,849 |
| 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 | George W Ferguson Fbo St Philip Etal-Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $267,530 | |
| 2 | George W Hosfeld Co Tw, 30703003 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $14,767 | |
| 3 | George W Jr And Barbara M Karr Foundation | 61 Gessner Rd, Kintnersville, PA 18930-9628 | PA | 1987-02 | $111,560 |
| 4 | George W Rentschler Foundation | One Penn Center - 19th Floor 1617, Philadelphia, PA 19103-1895 | PA | 1976-08 | $919,835 |
| 5 | George Washington Carver Community | 249 Jacoby St, Norristown, PA 19401-4040 | PA | 2015-03 | $220,700 |
| 6 | George Washington Carver Post Home Association | 237 N 3rd St, Reading, PA 19601 | PA | 1976-01 | $32,663 |
| 7 | George Westinghouse Museum Foundation | 1212 Smallman St, Pittsburgh, PA 15222-4208 | PA | 1998-01 | $50,626 |
| 8 | George Whiteley T-A Am Fdde 10172082bn8 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $10,814 | |
| 9 | Georgetown University Employee Comprehensive Health Trust 011744-, 01902-01 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1978-07 | $5,988,850 |
| 10 | Georgia E Gregory Interdenominational School Of Msc | PO BOX 20641, Philadelphia, PA 19138-0641 | PA | 1999-02 | $60,216 |
| 11 | Georgiana Emery Trust Uw 10-4522-00-8 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $894,196 | |
| 12 | Geosynthetic Institute | 475 Kedron Ave, Folsom, PA 19033-1208 | PA | 1994-07 | $3,887,376 |
| 13 | Gerald And Suzanne Ganse Family Foundation | 1334 Beaconfield Ln, Lancaster, PA 17601-5343 | PA | 2001-08 | $223,365 |
| 14 | Gerald E Mcginnis Charitable Foundation, Mcginnis Gerald E Ttee | 500grant St Ste 3825, Pittaburgh, PA 15258 | PA | 1991-11 | $706,062 |
| 15 | Geraldine D Hamlet Charity | C/O Pnc Bank Na 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | $848,624 | |
| 16 | Geraldine Diehl Wilson Charitable Foundation Of Delanco New Jersey | 512 S Bethlehem Pike, Ft Washington, PA 19034-2107 | PA | 1996-02 | $331,571 |
| 17 | Geraldine Dietz Fox Foundation | 100 Front Street, West Conshohocken, PA 19428-2800 | PA | 1989-03 | $4 |
| 18 | Gerda And Kurt Klein Foundation | PO BOX 314, Narberth, PA 19072-0314 | PA | 1999-01 | $46,058 |
| 19 | Gerdau Ameristeel Us Unions Retiree Health Benefits Tr, Wendy Scruggs Ttee | 60 Boulevard Of The Allies 5th Fl, Pittsburgh, PA 15222-1209 | PA | 2007-01 | $6,022,650 |
| 20 | Gerhart Family Charitable Trust | PO BOX 485, Colmar, PA 18915-0485 | PA | 2009-02 | $6,435,862 |
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