B T Morrison Trust Ui 14 1918 00 0 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
| B T Morrison Trust Ui 14 1918 00 0 | |
| Employer Identification Number (EIN) | 046092011 |
| Name of Organization | B T Morrison Trust Ui 14 1918 00 0 |
| In Care of Name | Boston Safe Deposit & Trust Co |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $474,681 |
| Amount of Income | $226,807 |
| Form 990 Revenue Amount | $7,871 |
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 | $15,597 | $15,575 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,587 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $7,010 | |||
| Total expenses and disbursements | $24,970 | $4,606 | $0 | $20,364 |
| Compensation of officers, directors, trustees, etc. | $7,253 | |||
| Total operating and administrative expenses | $7,542 | $4,606 | $2,936 | |
| Contributions, gifts, grants paid | $17,428 | |||
| Excess of revenue over expenses and disbursements | $-9,373 | |||
| Net investment income | $10,969 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $440,606 | $501,244 |
| 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 | $429,049 | |
| Other | $11,557 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $440,606 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,010 |
| 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 | $219 |
| Total credits and payments | $162 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $162 |
| 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 | $57 |
| 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 | $489,655 |
| Net value of noncharitable-use assets | $482,320 |
| Minimum investment return | $24,116 |
| Distributable Amount (for 2012) | |
| Distributable amount | $23,897 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $23,897 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $7,760 |
| 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 R Pasekoff & Doris Pasekoff Charitable Foundation | 1121 Wightman St, Pittsburgh, PA 15217-1049 | PA | 2010-05 | $149,406 |
| 2 | Aspinwall Meals On Wheels Inc | 450 Walnut St, Pittsburgh, PA 15238-3351 | PA | 2009-07 | $87,649 |
| 3 | Association For Professional Acupuncture In Pennsylvaina, Apa | 3863 Union Deposit Rd # 900, Harrisburg, PA 17109-5947 | PA | 2000-11 | $50,452 |
| 4 | Association For The Advancement Of Evidence Based Practice Inc | 150 E Pennsylvania Ave Ste 430, Downingtown, PA 19335-2632 | PA | 2009-03 | $63,867 |
| 5 | Association Of Certified Fraud Examiners Greater Pittsburgh Area, Acfe Pittsburgh Chapter | 420 Fort Duquesne Boulevard, Pittsburgh, PA 15222 | PA | 2010-12 | $0 |
| 6 | Association Of Notre Dame Clubs Inc, Pittsburgh | 3851 Brownsville Rd, Pittsburgh, PA 15227-3551 | PA | 1983-07 | $147,881 |
| 7 | Auburn Fire Company | Po Box 137, Auburn, PA 17922 | PA | 2000-08 | $66,065 |
| 8 | Autism York | PO BOX 7322, York, PA 17404-0322 | PA | 2010-07 | $104,615 |
| 9 | Avenues Foundation | 2 Park St, Pottsville, PA 17901-3827 | PA | 2009-07 | $82,415 |
| 10 | Avivamiento Amazonico S A | 725 New Rd, Churchville, PA 18966-1043 | PA | 1996-10 | $912 |
| 11 | B T Morrison Trust Ui 14 1918 00 0 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $226,807 | |
| 12 | Back Mountain Food Pantry | 40 Knob Hill Rd William & Melba, Trucksville, PA 18708 | PA | 2009-11 | $53,424 |
| 13 | Ballou Skies Inc | 3 Penn Center West, Pittsburgh, PA 15276-0103 | PA | 2009-09 | $28,758 |
| 14 | Balmer Foundation | 460 E King Rd, Malvern, PA 19355-3049 | PA | 2006-10 | $1 |
| 15 | Barbara Bradley Baekgaard Family Foundation | 7 Spring Mill Ln, Haverford, PA 19041-1136 | PA | 2011-03 | $1,164,352 |
| 16 | Barbelin Center For Outreach Ministries | 321 Willings Alley, Philadelphia, PA 19106 | PA | 2008-09 | $0 |
| 17 | Barbieri Fbo Ital Amer Comm Serv-Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2011-04 | $866,295 |
| 18 | Barren Acres Hunting Club | 329 1st St, Weatherly, PA 18255-1403 | PA | 1988-07 | $60,391 |
| 19 | Baskin Foundation Inc | 4415 Fifth Avenue, Pittsburgh, PA 15213-2654 | PA | 2010-07 | $1 |
| 20 | Bauerstown Baseball & Softball Association | PO BOX 58008, Pittsburgh, PA 15209-0008 | PA | 2011-03 | $131,935 |
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