Samuel P Mandell Foundation 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
| Samuel P Mandell Foundation | |
| Employer Identification Number (EIN) | 236274709 |
| Name of Organization | Samuel P Mandell Foundation |
| Address | 1818 Market St Ste 3220, Philadelphia, PA 19103-3632 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1958 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $26,946,864 |
| Amount of Income | $2,848,166 |
| Form 990 Revenue Amount | $1,192,266 |
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 | $1,245,391 | $1,245,391 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $118 | |||
| Dividends and interest from securities | $382,285 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $82,137 | |||
| Other | $780,851 | |||
| Total expenses and disbursements | $1,234,913 | $269,311 | $0 | $832,263 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $421,275 | $269,311 | $18,625 | |
| Contributions, gifts, grants paid | $813,638 | |||
| Excess of revenue over expenses and disbursements | $10,478 | |||
| Net investment income | $976,080 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $22,783,207 | $22,783,207 |
| Cash - non-interest-bearing | $29,465 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $8,195,342 | |
| Investments-corporate bonds | $41,500 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $13,529,319 | |
| Other | $987,581 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $22,783,207 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $780,851 |
| 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 | $19,522 |
| Total credits and payments | $20,840 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $20,840 |
| 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 | $40 |
| Tax due | $0 |
| Overpayment | $1,278 |
| Amount to be credited to 2013 estimated tax | $1,278 |
| 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 | $22,767,023 |
| Net value of noncharitable-use assets | $22,425,520 |
| Minimum investment return | $1,121,276 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,101,501 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,101,501 |
| 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 | Samuel Chickering Trust 14-0215-00-5 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $47,199 | |
| 2 | Samuel D Cozen Memorial Fund | 1900 Market Street, Philadelphia, PA 19103-3527 | PA | 1985-05 | $154,661 |
| 3 | Samuel G Chickering Trust Uw Art 5 10-0214-00-6 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $2,902,544 | |
| 4 | Samuel G Fisher Trust Uw Fbo St Pauls United Church Of Christ | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1995-12 | $92,132 |
| 5 | Samuel Gower & Lilli Williams Fbo Crut, Rouse J | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2000-12 | $293,831 |
| 6 | Samuel H Jones Jr Scholarship Grant Tr Henry Paulding Memorial, Henry Paulding Memorial | PO BOX 3215, Lancaster, PA 17604-3215 | PA | 2003-08 | $30,768 |
| 7 | Samuel L Abrams Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1966-06 | $330,194 |
| 8 | Samuel L Howell Charitable Trust | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1900-12 | $71,006 |
| 9 | Samuel M Vauclain Fire Company Of Leiperville | 1201 Haverford Rd, Crum Lynne, PA 19022-1106 | PA | 1992-07 | $105,308 |
| 10 | Samuel Notman Mitchell Foundation | 51 Crestline Rd, Wayne, PA 19087-2672 | PA | 1985-09 | $2 |
| 11 | Samuel P Mandell Foundation | 1818 Market St Ste 3220, Philadelphia, PA 19103-3632 | PA | 1958-02 | $2,848,166 |
| 12 | Samuel Rosenblum Foundation | 50 Belmont Ave Apt 202, Bala Cynwyd, PA 19004-2409 | PA | 1964-12 | $34,540 |
| 13 | Samuel S Fels Fund | 1616 Walnut St Apt 800, Philadelphia, PA 19103-5303 | PA | 1937-12 | $38,823,229 |
| 14 | Samuel S Heffner And Missouri S Heffner Memorial Fund Bethany | 1340 Broadcasting Road Suite 100, Wyomissing, PA 19610 | PA | 2003-06 | $19,146 |
| 15 | Samuel S Heffner And Missouri S Heffner Memorial Fund Topton, 1170000135 | 1340 Broadcasting Road Suite 100, Wyomissing, PA 19610 | PA | 2003-06 | $23,116 |
| 16 | Sam And Kate Sidewater Foundation, Sidewater Samuel Ttee | 1600 Market St Ste 3600, Philadelphia, PA 19103-7212 | PA | 1992-04 | $72,190 |
| 17 | Samuel Tabas Family Foundation | 355 W Lancaster Ave, Haverford, PA 19041-1547 | PA | 1952-09 | $57,840 |
| 18 | Samuel W Fogelsanger Tuw | PO BOX 6010, Chambersburg, PA 17201-6010 | PA | 2004-09 | $367,122 |
| 19 | Samuel W Smith Memorial Public Library | 201 Maple Street, Port Allegany, PA 16743 | PA | 1946-05 | $209,422 |
| 20 | Samuels Family Foundation | 2121 S 12th St, Allentown, PA 18103-4751 | PA | 1960-11 | $376,586 |
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