Arthur Fletcher Whitlin Tr Uw - Mhg 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
| Arthur Fletcher Whitlin Tr Uw - Mhg | |
| Employer Identification Number (EIN) | 046091829 |
| Name of Organization | Arthur Fletcher Whitlin Tr Uw - Mhg |
| In Care of Name | Mellon Tr Of New England |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $565,944 |
| Amount of Income | $269,463 |
| Form 990 Revenue Amount | $17,976 |
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 | $23,810 | $23,631 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,916 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $12,894 | |||
| Total expenses and disbursements | $37,219 | $5,577 | $0 | $31,486 |
| Compensation of officers, directors, trustees, etc. | $8,877 | |||
| Total operating and administrative expenses | $9,719 | $5,577 | $3,986 | |
| Contributions, gifts, grants paid | $27,500 | |||
| Excess of revenue over expenses and disbursements | $-13,409 | |||
| Net investment income | $18,054 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $523,783 | $587,342 |
| 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 | $515,153 | |
| Other | $8,630 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $523,783 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $12,894 |
| 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 | $181 |
| Total credits and payments | $244 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $244 |
| 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 | $63 |
| Amount to be credited to 2013 estimated tax | $63 |
| 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 | $597,057 |
| Net value of noncharitable-use assets | $588,100 |
| Minimum investment return | $29,405 |
| Distributable Amount (for 2012) | |
| Distributable amount | $29,224 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $29,224 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $25,243 |
| 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 | Arthur & Gail Morgenstern Family Foundation | 1900 Market Street, Philadelphia, PA 19103-3527 | PA | 2000-08 | $143,696 |
| 2 | Legacy Youth Tennis And Education | 4842 Ridge Ave, Philadelphia, PA 19129-1737 | PA | 1954-12 | $2,858,135 |
| 3 | Arthur Charles Drynan Trust 32 36633 8 City Natl Bank Trust Dept | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1900-12 | $2,552 |
| 4 | Arthur E@landers Jr And Hilda C Landers Charitable Trust | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1998-09 | $8,782,928 |
| 5 | Arthur F Blanchard F Tr U Agree 10144605003 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1945-06 | $9,428,261 |
| 6 | Arthur F Price Trust 5013681157 | 101 N Independence Mall E Macy 1372, Philadelphia, PA 19106 | PA | 1971-05 | $39,171 |
| 7 | Arthur F Walters And Selma C Walters Scholarship Fund | 1600 Market St, Philadelphia, PA 19103-7240 | PA | 2004-04 | $2,876,148 |
| 8 | Arthur F Walters Irrv Tr Fbo Unitarian Unvrslst Chrch Of Lancas, Sterling Financial Tr Co Ttee | 1600 Market St, Philadephia, PA 19103-7240 | PA | 2004-02 | $775,583 |
| 9 | Arthur Family Foundation | 3204 Greenbriar Ln, West Grove, PA 19390-9195 | PA | 1997-11 | $122,841 |
| 10 | Arthur Felton Trust 14-1865-00-6 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $24,648 | |
| 11 | Arthur Fletcher Whitlin Tr Uw - Mhg | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $269,463 |
| 12 | Arthur G Leacock Trust Uw 10682285002, Dobbyn Robert E Ttee | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2006-05 | $201,726 |
| 13 | Arthur H Connor Charitable Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1993-09 | $346,598 |
| 14 | Arthur H Humes Memorial Foundation | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1998-11 | $75,339 |
| 15 | Arthur H Kenney Ophthalmic Fund | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1988-12 | $13,378 |
| 16 | Arthur J Curtze Foundation | PO BOX 284, State College, PA 16804-0284 | PA | 2009-08 | $555,132 |
| 17 | Arthur J Glatfelter Agency Inc Employee Health & Welfare Fund | 183 Leaders Heights Rd, York, PA 17402-4714 | PA | 1988-03 | $6,893,825 |
| 18 | Delmar Foundation | 3000 Lillian Ave, Murrysville, PA 15668-1904 | PA | 2010-02 | $1,198,364 |
| 19 | Arthur Judson Foundation Inc, J William Widing Iii | 1485 Estate Ln, Southampton, PA 18966-3959 | PA | 2000-03 | $364,655 |
| 20 | Arthur King Scouts Inc | 1464 E Queen St, Annville, PA 17003-2015 | PA | 1994-09 | $30 |
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