Jere A Downs Tr Uw Art 5-9 10 3654 00 0 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
| Jere A Downs Tr Uw Art 5-9 10 3654 00 0 | |
| Employer Identification Number (EIN) | 046092732 |
| Name of Organization | Jere A Downs Tr Uw Art 5-9 10 3654 00 0 |
| In Care of Name | Bank Of New York Mellon |
| 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 | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $230,439 |
| Amount of Income | $111,043 |
| Form 990 Revenue Amount | $4,411 |
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 | $9,020 | $9,004 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,256 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $4,764 | |||
| Total expenses and disbursements | $15,740 | $2,273 | $0 | $13,441 |
| Compensation of officers, directors, trustees, etc. | $3,577 | |||
| Total operating and administrative expenses | $3,840 | $2,273 | $1,541 | |
| Contributions, gifts, grants paid | $11,900 | |||
| Excess of revenue over expenses and disbursements | $-6,720 | |||
| Net investment income | $6,731 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $212,750 | $243,561 |
| 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 | $206,278 | |
| Other | $6,472 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $212,750 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $4,764 |
| 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 | $67 |
| Total credits and payments | $38 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $38 |
| 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 | $29 |
| 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 | $240,839 |
| Net value of noncharitable-use assets | $237,220 |
| Minimum investment return | $11,861 |
| Distributable Amount (for 2012) | |
| Distributable amount | $11,794 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $11,794 |
| 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 | Jeffrey S Kedson Foundation | 20 Sugar Maple Ln, Lafayette Hl, PA 19444-2411 | PA | 1985-08 | $2,389 |
| 2 | Jenkins Arboretum & Gardens | 631 Berwyn Baptist Rd, Devon, PA 19333-1001 | PA | 1998-06 | $969,706 |
| 3 | Jenkins Early Childhood Center Inc | 3131 Columbia Ave, Lancaster, PA 17603-4012 | PA | 2002-03 | $150,204 |
| 4 | Jenkinton Day Nursery | Baeder Hilltop Roads, Jenkintown, PA 19046 | PA | 1950-06 | $880,585 |
| 5 | Jenkintown Community Alliance | PO BOX 2475, Jenkintown, PA 19046-8475 | PA | 2000-11 | $55,253 |
| 6 | Jenkintown Youth Activities | PO BOX 14, Jenkintown, PA 19046-0014 | PA | 1962-04 | $97,736 |
| 7 | Jenna Nicole Dalesandro Foundation | 3254 Glendale Dr, Bensalem, PA 19020-1702 | PA | 2009-01 | $3,940 |
| 8 | Jennerstown Volunteer Fire Dept | PO BOX 229, Jennerstown, PA 15547-0229 | PA | 2004-05 | $131,582 |
| 9 | Jennie Perelman Foundation Inc | 1 Bala Ave Ste 310, Bala Cynwyd, PA 19004-3210 | PA | 1954-11 | $24,132 |
| 10 | Jenns House Inc | 3250 S Cedar Crest Blvd, Emmaus, PA 18049-1549 | PA | 1991-12 | $94,336 |
| 11 | Jere A Downs Tr Uw Art 5-9 10 3654 00 0 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $111,043 | |
| 12 | Jeremiah Project | 30 N Market Street, Ephrata, PA 17522 | PA | 2003-02 | $0 |
| 13 | Jerlyn Foundation | 1740 Van Reed Rd, Sinking Spg, PA 19608-8801 | PA | 1992-12 | $1,394,180 |
| 14 | Jermyn Cemetery Association | Po Box 1, Jermyn, PA 18433 | PA | 1976-10 | $9,710 |
| 15 | Jerome Foundation 22720-6 | 801 Lehigh St, Easton, PA 18042-4327 | PA | 1965-07 | $51,521 |
| 16 | Jerome M Wolff Memorial Tr Ua 07221981, Jermome M Wolff Ttee | Pnc Bank Na - 1600 Market St - Tax, Philadelphia, PA 19103 | PA | 2005-03 | $303,795 |
| 17 | Jerome R King Playground Assoc | PO BOX 2, Greencastle, PA 17225-0002 | PA | 2013-05 | $180,186 |
| 18 | Jerome W & Lois Rosenberg Family Foundation, Rosenberg Jerome W & Lois Ttee | 233 S 6th St, Philadelphia, PA 19106-3749 | PA | 2000-08 | $295 |
| 19 | Jerome W & Mary Louise Eichelbacher Family Tr Dtd 121093 Et Al, Eichelsbacher Jerome Ttee | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1999-10 | $57,072 |
| 20 | Jerrehian Foundation | 101 Washington St, Conshohocken, PA 19428-2052 | PA | 1954-06 | $33,176 |
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