William Zortman Trust 08-30-35 Ha-0998-00-5 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
| William Zortman Trust 08-30-35 Ha-0998-00-5 | |
| Employer Identification Number (EIN) | 256351627 |
| Name of Organization | William Zortman Trust 08-30-35 Ha-0998-00-5 |
| 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 | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,860 |
| Amount of Income | $25 |
| Form 990 Revenue Amount | $60 |
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 | $25 | $25 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $25 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $75 | $31 | $0 | $44 |
| Compensation of officers, directors, trustees, etc. | $63 | |||
| Total operating and administrative expenses | $63 | $31 | $32 | |
| Contributions, gifts, grants paid | $12 | |||
| Excess of revenue over expenses and disbursements | $-50 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,860 | $1,860 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,805 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $55 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,860 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $1,924 |
| Net value of noncharitable-use assets | $1,900 |
| Minimum investment return | $95 |
| Distributable Amount (for 2012) | |
| Distributable amount | $95 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $95 |
| 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 | William And Josephine Roe Scholarship Fund | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1991-08 | $71,596 |
| 2 | William D & Katharine H Goodwin Memorial Tr | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1998-08 | $9,697 |
| 3 | William F Troxell Charitable Tr | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 2004-06 | $706,716 |
| 4 | William H Clough & Harriet Y Clough Memorial Scholarship Fund | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 2008-03 | $676,898 |
| 5 | William H Haury Trust Dtd 7-17-80 Fbo St Paul United Church Of Chris | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $23,867 | |
| 6 | William Howard Allen Memorial Fund Uw 002-2231, Barrett George T Ttee | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $342,649 | |
| 7 | William J & Ida M Picciotto Trust | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $10,355 | |
| 8 | William M & Cora Mae Davidson Memorial Fund | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 1997-07 | $555,181 |
| 9 | William M And Louise O Allen Scholarship Fund | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1970-12 | $49,879 |
| 10 | William V And Catherine A Mckinney Charitable Foundation | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1990-10 | $4,885,044 |
| 11 | William Zortman Trust 08-30-35 Ha-0998-00-5 | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $25 | |
| 12 | Winifred See Jackson Char T-W | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1978-07 | $621,872 |
| 13 | Wm B Griffen Tr Ua For Charities | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1974-06 | $1,324,706 |
| 14 | Wm F Roth T-W Fbo Charities Acct No 063809900 | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1978-12 | $521,977 |
| 15 | Young Wood Foundation, National City Bank | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 2008-12 | $307,930 |
| 16 | Villa Maria Apartments | PO BOX 230, Villa Maria, PA 16155-0230 | PA | 1946-03 | $378,962 |
| 17 | Villa Maria Education And Spirituality Center | PO BOX 424, Villa Maria, PA 16155-0424 | PA | 1946-03 | $2,699,624 |
| 18 | Villa St John Vianney | 427 S Pennsylvania Avenue, North Wales, PA 19454 | PA | 1946-03 | $7,716,998 |
| 19 | Villa St Joseph Of Baden Inc | 1030 W State St, Baden, PA 15005-1338 | PA | 1995-05 | $14,987,016 |
| 20 | Villa Vincent Inc | 109 E Price Street, Philadelphia, PA 19144 | PA | 1995-10 | $0 |
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