Baird Walt, Er Trust 366 0 8 Nect 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
| Baird Walt, Er Trust 366 0 8 Nect | |
| Employer Identification Number (EIN) | 236216530 |
| Name of Organization | Baird Walt |
| Secondary Name | Er Trust 366 0 8 Nect |
| In Care of Name | First Union National Bank |
| Address | 101n Independence Mall E Macy, Philadelphia, PA 19106-2112 |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 05/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $80,883 |
| Amount of Income | $25,046 |
| Form 990 Revenue Amount | $3,155 |
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 | $3,155 | $3,126 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,979 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,176 | |||
| Total expenses and disbursements | $4,515 | $887 | $0 | $3,387 |
| Compensation of officers, directors, trustees, etc. | $1,150 | |||
| Total operating and administrative expenses | $1,515 | $887 | $387 | |
| Contributions, gifts, grants paid | $3,000 | |||
| Excess of revenue over expenses and disbursements | $-1,360 | |||
| Net investment income | $2,239 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $80,883 | $78,787 |
| 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 | $76,355 | |
| Other | $4,528 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $80,883 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,176 |
| 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 | $45 |
| Total credits and payments | $120 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $120 |
| 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 | $75 |
| Amount to be credited to 2013 estimated tax | $75 |
| 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 | $81,815 |
| Net value of noncharitable-use assets | $80,580 |
| Minimum investment return | $4,029 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,984 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,984 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $211 |
| 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 | Animal Advocacy Of Mercer And Crawford Counties Inc | 285 Sherman Ave, Sharon, PA 16146 | PA | 2007-12 | $0 |
| 2 | Anna M Goldbeck Tr 16-35-035-0689929 | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-01 | $10,243 |
| 3 | Anne Tash Tr Uw Fbo J&a Tash Memor Fnd For Carnegie-Mellon University | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $293,247 | |
| 4 | Annie M Wilson Uw Clause 5 Girard | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1974-11 | $14,440 |
| 5 | Annie M Wilson Uw 402-03, Philadelphia | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1974-11 | $5,473 |
| 6 | Annie Miller Charitable Trust Uw, Midlantic Bank Na | Pnc Bank 620 Liberty Ave No 10thfl, Pittsburgh, PA 15222 | PA | $134,054 | |
| 7 | Annville-Cleona Music Boosters Inc | PO BOX 233, Annville, PA 17003-0233 | PA | 2010-08 | $54,357 |
| 8 | Apollo Area Meals On Wheels Inc | Po Box 275, Apollo, PA 15613 | PA | 2010-02 | $0 |
| 9 | Ben A Edwards Charitable Tuw 1200701700 | 101n Indepndence Mall E Macy1372-06, Philadelphia, PA 19106-2112 | PA | $145,264 | |
| 10 | Black Pilots Of America Inc | 9800 Ashton Rd, Philadelhia, PA 19114 | PA | 1997-07 | $185,252 |
| 11 | Baird Walt, Er Trust 366 0 8 Nect | 101n Independence Mall E Macy, Philadelphia, PA 19106-2112 | PA | $25,046 | |
| 12 | Big Red One Living History Organization Inc | 1 Surplus Drive, Wrightsville, PA 17368 | PA | 2010-07 | $1,075 |
| 13 | Arbuckle Art Foundation Uw, Bny Mellon Na | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $9,305 | |
| 14 | Arc Of Greater Pittsburgh, Allegheny Arc Of Greater Pittsburg | 711 Bingham St, Pittsburgh, PA 15203-1007 | PA | 1964-12 | $960,028 |
| 15 | Arc Washington County Inc | 201 S Johnson Rd Fox Pointe Centre, Houston, PA 15342 | PA | 2009-09 | $81,468 |
| 16 | Archbishop Fulton J Sheen Assembly 3046, Knights Of Columbus Assembly # 3046 | 970 Contitution Ave, Stowe, PA 19464 | PA | $0 | |
| 17 | Ardmore Community Development Fund | 4636 E Street Rd, Trevose, PA 19053-6612 | PA | 2009-09 | $19,943 |
| 18 | Arise Academy Charter School | 1118 Market Street 2nd Floor, Philadelphia, PA 19107-3601 | PA | 2009-04 | $2,700,638 |
| 19 | Arms Club Of Washington Pa | 39 South St, Washington, PA 15301-5141 | PA | 1945-07 | $451,508 |
| 20 | Armstrong County Jr Livestock Scholarship Committee | 5059 Hamilton Markton Rd, Punxsutawney, PA 15767-5231 | PA | 2009-05 | $9,427 |
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