Karl Fischer Trust Uw 10 9489 00 5 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
| Karl Fischer Trust Uw 10 9489 00 5 | |
| Employer Identification Number (EIN) | 046411644 |
| Name of Organization | Karl Fischer Trust Uw 10 9489 00 5 |
| In Care of Name | Mellon Trust Of 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) |
| Ruling Date | 12/1977 |
| 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 | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $487,782 |
| Amount of Income | $232,099 |
| Form 990 Revenue Amount | $8,001 |
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 | $8,001 | $8,872 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,997 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $37,135 | $4,864 | $0 | $32,248 |
| Compensation of officers, directors, trustees, etc. | $7,659 | |||
| Total operating and administrative expenses | $8,135 | $4,864 | $3,248 | |
| Contributions, gifts, grants paid | $29,000 | |||
| Excess of revenue over expenses and disbursements | $-29,134 | |||
| Net investment income | $4,008 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $455,428 | $497,838 |
| 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 | $445,175 | |
| Other | $10,253 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $455,428 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-996 |
| 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 | $40 |
| Total credits and payments | $81 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $81 |
| 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 |
| Overpayment | $41 |
| Amount to be credited to 2013 estimated tax | $41 |
| 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 | $509,515 |
| Net value of noncharitable-use assets | $501,880 |
| Minimum investment return | $25,094 |
| Distributable Amount (for 2012) | |
| Distributable amount | $25,054 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $25,054 |
| 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 | Kappa Sigma Fraternity, Delta-Rho Chapter | 249 N Charlotte St, Lancaster, PA 17603-3403 | PA | 1940-12 | $49,300 |
| 2 | Kappa Sigma Fraternity | 3706 Locust Walk, Philadelphia, PA 19104 | PA | 1940-12 | $0 |
| 3 | Kappa Sigma Fraternity, Kappa Sigma Alpha Phi Chapter | 64 University Ave, Lewisburg, PA 17837-2112 | PA | 1940-12 | $211,300 |
| 4 | Kappa Sigma Fraternity, Beta Iota Chapter | 87 Upper Sayre Park Rd, Bethlehem, PA 18015-3214 | PA | 1967-06 | $332,600 |
| 5 | Kappa Sigma Fraternity | 26 Middle Spring Ave, Shippensburg, PA 17257 | PA | 1940-12 | $0 |
| 6 | Karabots Foundation | PO BOX 736, Ft Washington, PA 19034-0736 | PA | 1999-02 | $95,649 |
| 7 | Kardon Institute For Arts Therapy | For Arts Therapy 10700 Knights Road, Philadelphia, PA 19114 | PA | 1986-11 | $894,750 |
| 8 | Karen And Herbert Lotman Foundation | 100 Front St Ste 300, Conshohocken, PA 19428-2894 | PA | 1983-10 | $2,251,109 |
| 9 | Karen B Yoh Foundation | 30 Valley Stream Pkwy, Malvern, PA 19355-1407 | PA | 2009-02 | $3,416,955 |
| 10 | Karen Rush Elko Foundation Incorporated | 757 S Warren Ave, Malvern, PA 19355-3412 | PA | 2006-03 | $-2,300 |
| 11 | Karl Fischer Trust Uw 10 9489 00 5 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1977-12 | $232,099 |
| 12 | Karl W And Mary Ann Poorbaugh Foundation, Poorbaugh Karl W And Mary Ann Ttee | PO BOX 776, Somerset, PA 15501-0776 | PA | 1990-10 | $9,863 |
| 13 | Karousel Kats Inc | 535 Christine Ann Ln, Nazareth, PA 18064-8764 | PA | 2001-08 | $32,827 |
| 14 | Karr Foundation Inc | 593 Bethlehem Pike, Montgomeryville, PA 18936-9709 | PA | 1961-06 | $400,021 |
| 15 | Kaseys Closet | 706 Green View Ln, Doylestown, PA 18901-5912 | PA | 2004-05 | $3,920 |
| 16 | Kaska Volunteer Fire Company | 8 Hillside Ln, New Phila, PA 17959-1318 | PA | 1971-07 | $28,486 |
| 17 | Kate M Kelley Foundation | 625 Stanwix St Ste 2104, Pittsburgh, PA 15222-1407 | PA | 1969-08 | $228,858 |
| 18 | Kate Svitek Memorial Foundation | 1501 N Beecham Rd, Ambler, PA 19002-2730 | PA | 2002-07 | $201,664 |
| 19 | Katharine H Neale Trust Ud 3-18-53 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $64,262 | |
| 20 | Katherine Alexandra Charitable Foundation | PO BOX 431, Devault, PA 19432-0431 | PA | 2002-05 | $178,980 |
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