Agatha A Durland Trust Uw in Pittsburgh, Pennsylvania (PA)

Organization representatives - add corrected or new information about Agatha A Durland Trust Uw »

Non-representatives - add comments about Agatha A Durland Trust Uw»

Agatha A Durland Trust Uw
Employer Identification Number (EIN)136188105
Name of OrganizationAgatha A Durland Trust Uw
In Care of NameBank Of New York Tax Dept
AddressPO BOX 185, Pittsburgh, PA 15230-0185
ActivitiesNon-exempt charitable trust described in section 4947(a)(1) of the Code
SubsectionCharitable Organization
Ruling Date12/1970
FoundationPrivate non-operating foundation
Exempt Organization StatusTrust described in section 4947(a)(2) of the IR Code
Tax Period12/2013
Assets$1,000,000 to $4,999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$1,098,527
Amount of Income$657,132
Form 990 Revenue Amount$26,839


Non-representatives - add comments:


CAPTCHA

Your IP address 52.14.176.111 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$139,524$139,348$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$22,213
Gross rents$0
Gross sales price for all assets$634,919
Gross profit from sales of goods$0
Other income$0
Other$117,311
Total expenses and disbursements$74,444$11,740$0$62,704
Compensation of officers, directors, trustees, etc.$13,869
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$14,764$11,740$3,024
Contributions, gifts, grants paid$59,680
Excess of revenue over expenses and disbursements$65,080
Net investment income$127,608
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$1,097,090$1,098,938$1,033,155$1,150,964$1,098,527$1,260,992
Cash - non-interest-bearing$0$0$0
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$719,993$672,299$0
Investments-corporate bonds$323,932$347,976$0
Investments-mortgage loans$0$0$0
Investments-other$0$0$1,080,387
Other assets$0$0
Total liabilities$0$0$0
Total liabilities and net assets/fund balances$1,097,090$1,033,155$1,098,527
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$0$0$117,311
Net capital loss$-4,821$-6,874$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$196$127$1,276
Total credits and payments$1,097$300$173
Current year estimated tax payments and previous year's overpayment credited to current year$1,097$300$173
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$1,103
Overpayment$173$0
Amount to be credited to next year's estimated tax$300$173$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?YesYesYes
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$1,185,118$1,153,860$1,195,092
Net value of noncharitable-use assets$1,136,552$1,177,166
Minimum investment return$58,367$56,828$58,858
Distributable Amount
201120122013
Distributable amount$58,171$56,701$57,582
Undistributed Income
201120122013
Distributable amount for this year$58,171$56,701$57,582
Undistributed income for this year. This amount must be distributed in the next year$11,949$0$0
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$22,213$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 Agatha A Durland Trust Uw to others? (optional)
  
Add photo of Agatha A Durland Trust Uw (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»
Recently Added Reviews
Allegheny Tax Society in Pittsburgh, PA
Lifesitenews Com Inc in Pittsburgh, PA
*
Newport Drive Properties in Pittsburgh, PA
*****
The Pittsburgh Project in Pittsburgh, PA
Cornerstone Church Of Clarion in Shippenville, PA
Pink Hands Of Hope in Mechanicsburg, PA
*****
The Christine M Mccaffrey Community Emergency Fund in Langhorne, PA
Valley Asa Softball in Sayre, PA
Rotary International, Altoona-Sunrise Rotary Club in Altoona, PA
*****
Light Of The World Ministries in Philadelphia, PA
*****
Other organizations in Pennsylvania
IdNameAddressStateEstablishedTotal Income
1American Lacrosse Conference443 Erica Dr, Erie, PA 16509-7805PA2003-08$21,712
2Anna Blauser Tr No 230050, National City Bank620 Liberty Ave, Pittsburgh, PA 15222-2722PA$67,610
3Anna Lawler Charitable TrPO BOX 609, Pittsburgh, PA 15230-0609PA2009-11$827,728
4Adam R Spector Foundation1535 Waverly Rd, Gladwyne, PA 19035-1226PA2010-02$50,719
5Adams County School Of Musical Theatre Inc49 York St, Gettysburg, PA 17325-2302PA2009-03$146,674
6Adelaide Willett Trust 10-14-2977-00-8PO BOX 185, Pittsburgh, PA 15230-0185PA$74,967
7Adhyatmik Foundation Inc106 Crestview Ct, Hawley, PA 18428-4045PA2002-07$23,200
8Adults With Autism Living With Independence Value And Esteem646 Vernon Rd, Springfield, PA 19064-2020PA2008-03$90,395
9Aegean Conferences Inc630 Pine St, Philadelphia, PA 19106-4109PA2009-10$1,183,655
10After School Activities Partnerships1520 Locust St Ste 1104, Philadelphia, PA 19102-4407PA2009-02$577,290
11Agatha A Durland Trust UwPO BOX 185, Pittsburgh, PA 15230-0185PA1970-12$657,132
12Ajiri FoundationPO BOX 162, Uppr Blck Edy, PA 18972-0162PA2010-04$13,277
13Alaw Ogden Gardens Inc2042-48 Arch Street, Philadelphia, PA 19103-1470PA2009-09$23,530
14Albert G Bauer Trust 68560 Nect620 Liberty Avenue No 10 Fl, Pittsburgh, PA 15222-2722PA2010-08$1,551,131
15Albert S & Mary Guiles Krieger FoundationPO BOX 58, Wellsboro, PA 16901-0058PA2009-02$327,824
16Alcid H Simmons Trust UaPO BOX 185, Pittsburgh, PA 15230-0185PA$264,460
17Alleghenies United Cerebral Palsy119 Jari Drive, Johnstown, PA 15904-6953PA2006-12$1,961,196
18Alleghenies Unlimited Care Providers119 Jari Drive, Johnstown, PA 15904-6953PA1957-08$11,717,461
19Allegheny Coll Meth End Fd TrustPO BOX 185, Pittsburgh, PA 15230-0185PA1900-12$124,228
20Allegheny Family Network425 N Craig St Ste 500, Pittsburgh, PA 15213-1154PA2006-04$2,066,172

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Agatha A Durland Trust Uw and has no official or unofficial affiliation with Agatha A Durland Trust Uw