Anna Harvey Tekulsky Tr U/D 15-0242-00-6 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
Anna Harvey Tekulsky Tr U/D 15-0242-00-6 | |
Employer Identification Number (EIN) | 046173120 |
Name of Organization | Anna Harvey Tekulsky Tr U/D 15-0242-00-6 |
In Care of Name | Boston Safe Deposit & Trust Co Tt |
Address | PO BOX 185, Pittsburgh, PA 15230 |
Activities | 4947(a)(2) trust |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Ruling Date | 08/1976 |
Foundation | All organizations except 501(c)(3) |
Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
Tax Period | 08/2013 |
Assets | $100,000 to $499,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $420,909 |
Amount of Income | $178,545 |
Form 990 Revenue Amount | $33,384 |
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 | $33,384 | $33,318 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $12,040 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $21,344 | |||
Total expenses and disbursements | $35,316 | $5,702 | $0 | $29,558 |
Compensation of officers, directors, trustees, etc. | $9,433 | |||
Total operating and administrative expenses | $9,566 | $5,702 | $38,087 | |
Contributions, gifts, grants paid | $25,750 | |||
Excess of revenue over expenses and disbursements | $-1,932 | |||
Net investment income | $27,616 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $402,563 | $513,701 |
Cash - non-interest-bearing | $12,561 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $390,002 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $402,563 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $21,344 |
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 | $276 |
Total credits and payments | $243 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $243 |
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 | $33 |
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 | $511,170 |
Net value of noncharitable-use assets | $503,500 |
Minimum investment return | $25,175 |
Distributable Amount (for 2012) | |
Distributable amount | $26,899 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $26,899 |
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 | Anita L Scholten Fbo West Shore Shelter | 1600 Market St-Tax Department, Philadelphia, PA 19103 | PA | 2002-01 | $232,062 |
2 | Ann B Ritt Charitable Foundation, Ritt Ann B Ttee | C/O Eg Riesenbach Esq, Philadelphia, PA 19103 | PA | 2003-06 | $440,288 |
3 | Ann M Hughs Trust U/W Fbo Catholic Diocese Of Hbg Nect | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $915 |
4 | Ann Silverman Community Health Clinic | 595 W State St, Doylestown, PA 18901-2554 | PA | 1997-09 | $926,268 |
5 | Anna Crusis Women S Choir Inc | 1501 Cherry St, Philadelphia, PA 19102-1403 | PA | 1990-01 | $41,727 |
6 | Anna Dale Thomas Charitable Tr Uw | 2 N Main St, Mifflintown, PA 17059-1003 | PA | 2003-03 | $69,804 |
7 | Anna E Finger Ruth F Gordon Memorial Trust | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1968-11 | $30,522 |
8 | Anna Foundation Inc, Assoc For Needy & Neglected Animals | 1555 E 10th St, Erie, PA 16511-1712 | PA | 2005-07 | $862,435 |
9 | Anna H Huntington Trust 2 676560 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $52,099 | |
10 | Anna H Wilstach Trust Uw | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1973-11 | $169,553 |
11 | Anna Harvey Tekulsky Tr U/D 15-0242-00-6 | PO BOX 185, Pittsburgh, PA 15230 | PA | 1976-08 | $178,545 |
12 | Anna J Barnes Uw 445005 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $67,923 | |
13 | Anna J Wheeler Etal T/A 43-0211-00-3 | 1600 Market St, Philadelphia, PA 19103-7240 | PA | 1975-09 | $13,691 |
14 | Anna Korchnak Hobar & George Hobar Sr Memorial Fund | PO BOX 520, Johnstown, PA 15907-0520 | PA | 1994-08 | $22,242 |
15 | Anna L Smith Charitable Tr | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1998-11 | $10,303 |
16 | Anna Lee Dailey Obrien Trust | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | $5,950 | |
17 | Anna M Wolf Charitable Tr | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $85,482 | |
18 | Anna Marie Helbing Tr For Nursing Education Uw | PO BOX 289, Jim Thorpe, PA 18229-0289 | PA | 2001-07 | $100,530 |
19 | Anna Mccahan Illman Fund Uw | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1977-01 | $171,952 |
20 | Anna R Overdeer T/W F/B/O U Of Del | 1600 Market St Tax Department, Philadelphia, PA 19103-7240 | PA | 1977-12 | $146,586 |
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