Charles B Oliver Trust Uw 10 2919 00 8, Boston Safe Deposit & Trust Co Tr 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
Charles B Oliver Trust Uw 10 2919 00 8, Boston Safe Deposit & Trust Co Tr | |
Employer Identification Number (EIN) | 046092378 |
Name of Organization | Charles B Oliver Trust Uw 10 2919 00 8 |
Secondary Name | Boston Safe Deposit & Trust Co Tr |
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) |
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 | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $124,570 |
Amount of Income | $59,979 |
Form 990 Revenue Amount | $2,375 |
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 | $5,178 | $5,170 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $2,295 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $2,883 | |||
Total expenses and disbursements | $9,026 | $1,218 | $0 | $7,808 |
Compensation of officers, directors, trustees, etc. | $1,917 | |||
Total operating and administrative expenses | $3,326 | $1,218 | $2,108 | |
Contributions, gifts, grants paid | $5,700 | |||
Excess of revenue over expenses and disbursements | $-3,848 | |||
Net investment income | $3,952 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $113,588 | $130,503 |
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 | $112,577 | |
Other | $1,011 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $113,588 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $2,883 |
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 |
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only) | $40 |
Tax based on investment income | $40 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $13 |
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 | $129,508 |
Net value of noncharitable-use assets | $127,560 |
Minimum investment return | $6,378 |
Distributable Amount (for 2012) | |
Distributable amount | $6,338 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $6,338 |
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 | Central Pa Stang Gang Mustang Club | 531 Jaguar Avenue, Altoona, PA 16602 | PA | 2011-02 | $2,007 |
2 | Central Pennsylvania Figure Skating Club | 2308 Abbey Ln, Harrisburg, PA 17112-6007 | PA | 1995-11 | $125,490 |
3 | Central Pennsylvania Suzuki Association | 1712 Bridge St, New Cumberlnd, PA 17070-1124 | PA | 1983-07 | $73,952 |
4 | Centre Township Land Protection Foundation | 449 Bucks Hill Rd, Mohrsville, PA 19541-9340 | PA | 2006-04 | $63,592 |
5 | Teva Cares Foundation | PO BOX 1090, North Wales, PA 19454-0090 | PA | 2010-09 | $51,085,676 |
6 | Chambersburg Area Band Promotion Association | 511 S 6th St, Chambersburg, PA 17201-3405 | PA | 2010-08 | $220,058 |
7 | Change Your World Through Me Foundation | Po Box 224, Mt Gretna, PA 17064 | PA | 2011-04 | $0 |
8 | Charitable Tr Of Robert S Anderson | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2010-06 | $632,838 |
9 | Charles A Hunsberger Trust Uw 1710500 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2011-05 | $316,757 |
10 | Charles B Dunn Trust W Fbo Spc | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $5,485 | |
11 | Charles B Oliver Trust Uw 10 2919 00 8, Boston Safe Deposit & Trust Co Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $59,979 | |
12 | Charles E Heed Trust Uw Fbo Meth Epis Church Lumbervl Pa | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $3,828 | |
13 | Charles H Gano Trust, Pittsburgh National Bank | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-01 | $217,602 |
14 | Charles H Greenleaf Trust U Tnd 14-0550-00-5 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $173,428 | |
15 | Charles Kerr Foundation | 123 N Main St, New Hope, PA 18938-1316 | PA | 1998-01 | $479,628 |
16 | Charles L Hammel Iii Foundation | 120 Fifth Avenue Fifth Avenue Place, Pittsburgh, PA 15222 | PA | 2006-03 | $1 |
17 | Charles L Taylor Irrev Tr Uw 16-10- 001-0079144 11-13-14 Fbo Western | Pnc Bank 620 Liberty Ave No 10thfl, Pittsburgh, PA 15222 | PA | 2006-01 | $4,881 |
18 | Club Puerto Rico Of Maryland Inc | 12370 Highpoint Road, Felton, PA 17322 | PA | 2010-08 | $0 |
19 | Charter Foundation The | 640 Narcisi Ln, Wayne, PA 19087-2238 | PA | 2010-05 | $4,069,076 |
20 | Chartiers Valley Primary School Parent Teacher Group Inc, Cvps Ptg | 125 Thoms Run Rd, Bridgeville, PA 15017-2800 | PA | 2009-12 | $90,841 |
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