H L Dillard Tr No 63045-009 Uw Fbo St Johns Uc Christ Sch Fund in Philadelphia, 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
| H L Dillard Tr No 63045-009 Uw Fbo St Johns Uc Christ Sch Fund | |
| Employer Identification Number (EIN) | 236533776 |
| Name of Organization | H L Dillard Tr No 63045-009 Uw Fbo St Johns Uc Christ Sch Fund |
| In Care of Name | Wachovia Bank Na |
| Address | 101n Independence Mall E Macy 1372-, Philadelphia, PA 19106 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 09/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $68,398 |
| Amount of Income | $14,258 |
| Form 990 Revenue Amount | $7,128 |
Non-representatives - add comments:
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 | $1,467 | $1,713 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,741 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $3,533 | $941 | $0 | $2,418 |
| Compensation of officers, directors, trustees, etc. | $1,212 | |||
| Total operating and administrative expenses | $1,418 | $941 | $303 | |
| Contributions, gifts, grants paid | $2,115 | |||
| Excess of revenue over expenses and disbursements | $-2,066 | |||
| Net investment income | $772 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $68,398 | $70,048 |
| 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 | $65,601 | |
| Other | $2,797 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $68,398 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-274 |
| 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 | $15 |
| Total credits and payments | $125 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $125 |
| 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 | $0 |
| Overpayment | $110 |
| Amount to be credited to 2013 estimated tax | $15 |
| 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? | Yes |
| 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 | $68,939 |
| Net value of noncharitable-use assets | $67,900 |
| Minimum investment return | $3,395 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,380 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,380 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,405 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Light Of The World Ministries in Philadelphia, PA
 |
| Florence Cowanova School Of Dance in Philadelphia, PA |
Norris Community Resident Council Inc in Philadelphia, PA
 |
|
Antioch Christian Fellowship in Philadelphia, PA
|
Iron Sharpens Iron in Philadelphia, PA
 |
| Trinity Recovery Network Inc in Philadelphia, PA |
|
Amici Opera Company in Philadelphia, PA
|
|
City Youth Association Gators in Philadelphia, PA
|
|
Victory House International Ministries Inc in Philadelphia, PA
|
|
Holy Church Of The Living God Inc in Philadelphia, PA
|
| Other organizations in Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Great Western Institute | 315 Vassar Ave, Swarthmore, PA 19081-2018 | PA | 2007-04 | $92,285 |
| 2 | Gray Foundation Inc | 1501 Langshire Drive, York, PA 17404 | PA | 2007-05 | $83,707 |
| 3 | Greater Appalachian Llama Association | 409 Buck Hollow Rd, Birdsboro, PA 19508-8267 | PA | 1995-02 | $58,056 |
| 4 | Group Underwriters Association Of America Inc | 2001 Market St, Philadelphia, PA 19103-7090 | PA | 1994-08 | $152,997 |
| 5 | Great Outdoors Conservancy Inc | 224 Ridge Road, Galeton, PA 16922 | PA | 1998-12 | $0 |
| 6 | Glory Power Ministries Inc | PO BOX 51043, Philadelphia, PA 19115-0043 | PA | 2006-02 | $85,482 |
| 7 | Gimme Foundation Inc | 306 Buckingham Dr, Venetia, PA 15367-2382 | PA | 2007-12 | $61,923 |
| 8 | Media Impact Funders Inc | 200 W Washington Sq Ste 200, Philadelphia, PA 19106-3581 | PA | 2008-08 | $649,886 |
| 9 | Grindstone Association | 125 Strafford Ave Ste 116, Wayne, PA 19087-3335 | PA | 1996-03 | $794,171 |
| 10 | Greater Lansing Foundation | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 1981-11 | $3,448,383 |
| 11 | H L Dillard Tr No 63045-009 Uw Fbo St Johns Uc Christ Sch Fund | 101n Independence Mall E Macy 1372-, Philadelphia, PA 19106 | PA | 1974-09 | $14,258 |
| 12 | Gpu Companies Long Term Disability Income Plan For Employees Reprsntd, By Ibew System Council U-3 | 1003 Broad St Ste 100, Johnstown, PA 15906-2445 | PA | 1998-04 | $1,172,755 |
| 13 | Hager Family Charitable Foundation Inc | 210 W Rittenhouse Sq Apt 2805, Philadelphia, PA 19103-5777 | PA | 2008-03 | $342,714 |
| 14 | Gorilowich Family Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1994-02 | $1,245,592 |
| 15 | Grace F Lamb Trust A | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $2,256,718 |
| 16 | Grace F Lamb Trust B | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $1,709,026 |
| 17 | Griffith Foundation, 142898 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2006-07 | $1,237,570 |
| 18 | Gustavus Adolphus Lutheran Church 469680 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $201,222 |
| 19 | H Arnold Jackson Trust Fbo Greenwich Boys Club | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1976-10 | $365,425 |
| 20 | H H Franklin Club | 14 Regency Plz, Glen Mills, PA 19342-1000 | PA | 1989-08 | $118,884 |
Organization representatives - add corrected or new information about H L Dillard Tr No 63045-009 Uw Fbo St Johns Uc Christ Sch Fund »
Non-representatives - add comments about H L Dillard Tr No 63045-009 Uw Fbo St Johns Uc Christ Sch Fund»