Trust Uw Of James Armstrong Jr in Greensburg, Pennsylvania (PA)

Organization representatives - add corrected or new information about Trust Uw Of James Armstrong Jr »

Non-representatives - add comments about Trust Uw Of James Armstrong Jr»

Trust Uw Of James Armstrong Jr
Employer Identification Number (EIN)256021415
Name of OrganizationTrust Uw Of James Armstrong Jr
Address111 S Main St, Greensburg, PA 15601-3101
ActivitiesNon-exempt charitable trust described in section 4947(a)(1) of the Code
Subsection4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date06/1976
FoundationAll organizations except 501(c)(3)
Exempt Organization StatusTrust described in section 4947(a)(2) of the IR Code
Tax Period12/2013
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$119,348
Amount of Income$39,641
Form 990 Revenue Amount$8,349


Non-representatives - add comments:


CAPTCHA

Your IP address 44.222.63.67 will be logged.

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$9,808$4,965$2,561
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$2,561
Gross rents$0
Gross sales price for all assets$37,080
Gross profit from sales of goods$0
Other income$0
Other$7,247
Total expenses and disbursements$7,281$1,509$0$5,150
Compensation of officers, directors, trustees, etc.$1,509
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$565
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$2,131$1,509$0
Contributions, gifts, grants paid$5,150
Excess of revenue over expenses and disbursements$2,527
Net investment income$3,456
Adjusted net income$2,561
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$122,344$128,740$116,821$134,230$119,348$149,093
Cash - non-interest-bearing$0$0$0
Investments-U.S. and state government obligations$54,110$56,876$60,463
Investments-corporate stock$63,678$55,703$53,341
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$0$0$0
Other assets$0$0
Total liabilities$1$1$1
Mortgages and other notes payable$0$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$122,344$116,821$119,348
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$5,039$179$7,247
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$57$48$69
Total credits and payments$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$48$69
Overpayment$0$0
Amount to be credited to next year's estimated tax$0$0$0
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$133,049$132,990$141,177
Net value of noncharitable-use assets$130,995$139,059
Minimum investment return$6,553$6,550$6,953
Distributable Amount
201120122013
Distributable amount$6,496$6,502$6,884
Undistributed Income
201120122013
Distributable amount for this year$6,496$6,502$6,884
Undistributed income for this year. This amount must be distributed in the next year$2,139$1,991$3,725
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$2,561$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Trust Uw Of James Armstrong Jr to others? (optional)
  
Add photo of Trust Uw Of James Armstrong Jr (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Pennsylvania
IdNameAddressStateEstablishedTotal Income
1Trust Under Will Jacob M HillPnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222PA1975-11$112,031
2Trust Under Will Of Ben Kenworthy Ben Kenworthy Poor FundPO BOX 185, Pittsburgh, PA 15230-0185PA1979-01$52,979
3Trust Under Will Of John Mckee Dated December 8 1899, Rigali Justin F Archbishop Ttee30 Valley Stream Par, Malvern, PA 19355PA2002-10$375,232
4Trust Under Will Of Laura Townsend Deceased For The Benefit Of The, Salvation ArmyPO BOX 185, Pittsburg, PA 15230-0185PA1994-04$147,475
5Trust Under Will Of Olive M Derr Fbo Alsace Lutheran Church, 11700007501340 Broadcasting Road Suite 100, Wyomissing, PA 19610PA2008-08$113,168
6Trust Under Will Of Spero Samer Nect111 S Main St, Greensburg, PA 15601-3101PA1976-06$459,817
7Trust Uw Art 18 William H Cropper 10 3809 00 0, Boston Safe Deposit & Trust CoPO BOX 185, Pittsburgh, PA 15230-0185PA$1,317,127
8Trust Uw Art 31 For David S Lynch 10 3494 00 1, Boston Safe Deposit & Trust CoPO BOX 185, Pittsburgh, PA 15230-0185PA$61,356
9Trust Uw Cooke Scholarship FundPO BOX 185, Pittsburgh, PA 15230-0185PA$24,658
10Trust Uw Isaac W Chick 10 0202 00 1, Boston Safe Deposit & Trust CompanyPO BOX 185, Pittsburgh, PA 15230-0185PA$53,714
11Trust Uw Of James Armstrong Jr111 S Main St, Greensburg, PA 15601-3101PA1976-06$39,641
12Trust Uw Patrick F Curley 10 1923 00 1, Boston Safe Deposit & Trust Co TrPO BOX 185, Pittsburgh, PA 15230-0185PA$0
13Trust Uw Rosalthea Judd 2 0823 0PO BOX 185, Pittsburgh, PA 15230-0185PA1992-01$95,688
14Trust Uw William Chisholm 10-9030-00-7PO BOX 185, Pittsburgh, PA 15230-0185PA$534,291
15Trust Uw William M Currier 10 3062 00 6, Boston Safe Deposit & Trust CoPO BOX 185, Pittsburgh, PA 15230-0185PA$349,334
16Trust W Frances M Wilson 211200PO BOX 185, Pittsburgh, PA 15230-0185PA1970-12$193,752
17Trustee Of The Jewish Community Center Building60 S River St, Wilkes Barre, PA 18702-2406PA1958-05$36,239
18Trustee Under Art Iii Of Will & Codicil Of Roy Esunday Decd FboPO BOX 185, Pittsburgh, PA 15230-0185PA2007-11$147,128
19Trustee Under Irrevocable Joint Variable Trust Agreement Of Vera &, For Handicapped ChildrenC/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222PA2001-03$430,882
20Trustee Under Irrevocable Joint Variable Trust Sgreement Of Vera &, Western Pa School For Blind ChildrnC/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222PA2001-03$35,156

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Trust Uw Of James Armstrong Jr and has no official or unofficial affiliation with Trust Uw Of James Armstrong Jr