Matilda W Denny Trust 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
Matilda W Denny Trust | |
Employer Identification Number (EIN) | 256257137 |
Name of Organization | Matilda W Denny Trust |
In Care of Name | Pnc Bank Na |
Address | PO BOX 609, Pittsburgh, PA 15230-0609 |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Foundation | All organizations except 501(c)(3) |
Exempt Organization Status | Organization terminating its private foundation status under section 507(b)(1)(B) of the Code |
Tax Period | 12/2012 |
Assets | $10,000 to $24,999 |
Income | $1 to $9,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $11,741 |
Amount of Income | $1,168 |
Form 990 Revenue Amount | $391 |
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 | $178 | $178 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $168 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $10 | |||
Total expenses and disbursements | $1,398 | $210 | $0 | $1,188 |
Compensation of officers, directors, trustees, etc. | $421 | |||
Total operating and administrative expenses | $1,121 | $210 | $911 | |
Contributions, gifts, grants paid | $277 | |||
Excess of revenue over expenses and disbursements | $-1,220 | |||
Net investment income | $0 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $11,741 | $12,411 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $10,984 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $757 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $11,741 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $10 |
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 | $0 |
Total credits and payments | $16 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $16 |
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 | $0 |
Overpayment | $16 |
Amount to be credited to 2013 estimated tax | $16 |
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 | $12,786 |
Net value of noncharitable-use assets | $12,600 |
Minimum investment return | $630 |
Distributable Amount (for 2012) | |
Distributable amount | $630 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $630 |
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 | Mary E Smith T W For Ioof 339, National City Bank Of Pa | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $13,137 | |
2 | Mary Elizabeth Allen Hinman Memorial Scholarship Fund | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1985-11 | $18,172 |
3 | Mary Grace Anderson Tr Fbo St Barnabas Home C 7144 A | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $7,715 | |
4 | Mary Grace Anderson Trust C-7114b Fbo Shady Side Hospital | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $28,646 | |
5 | Mary Lee T U W | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1972-08 | $484,297 |
6 | Mary Morrow Educational Trust, Ssh M00134003 | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1979-07 | $1,347 |
7 | Mary Morton Trust 3832, National City Bank Of Pa | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $15,113 | |
8 | Mary R Arnold Trust Uw | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $58,633 | |
9 | Mary R Mcgaw Charitable Tr | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 1998-07 | $393,269 |
10 | Mary Watts Brown Tr Uw | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $121,516 | |
11 | Matilda W Denny Trust | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $1,168 | |
12 | Maude F Gnade Tuw Charities 3400580 | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 1986-09 | $1,504,504 |
13 | Maude Velle & William B Brown Memorial Tr Ua 33-L202-00-0 | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 2014-08 | $71,950 |
14 | Max A Bahr Charitable Trust 10390200 | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $27,228 | |
15 | Maxine Sprague Lahti Foundation For The Performing Arts | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1987-03 | $29,892 |
16 | Mayme Case Omeara Charitalbe Trust | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1997-06 | $1,297,593 |
17 | Mayme H Crossley Trust Uw For Char | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1977-08 | $182,804 |
18 | Mccleary Fbo Ellwood City Hospital | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 2007-11 | $24,092 |
19 | Mccleary Trust Fbo Calvin Presbyterian Church | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 2007-11 | $231,350 |
20 | Mcdonald Memorial Fund Trust First National Bank Of Warsaw Ttee | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1958-06 | $860,683 |
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