Daniel W Lawrence Trust Ua 14 0757 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
| Daniel W Lawrence Trust Ua 14 0757 00 6 | |
| Employer Identification Number (EIN) | 046091533 |
| Name of Organization | Daniel W Lawrence Trust Ua 14 0757 00 6 |
| In Care of Name | Bny Mellon Na |
| 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 | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,705,823 |
| Amount of Income | $800,852 |
| Form 990 Revenue Amount | $66,582 |
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 | $66,582 | $66,450 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $30,753 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $27 | |||
| Other | $35,802 | |||
| Total expenses and disbursements | $107,783 | $10,487 | $0 | $97,296 |
| Compensation of officers, directors, trustees, etc. | $15,952 | |||
| Total operating and administrative expenses | $16,903 | $10,487 | $6,416 | |
| Contributions, gifts, grants paid | $90,880 | |||
| Excess of revenue over expenses and disbursements | $-41,201 | |||
| Net investment income | $55,963 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,555,323 | $1,766,055 |
| 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 | $1,527,163 | |
| Other | $28,160 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,555,323 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $35,802 |
| 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 | $560 |
| Total credits and payments | $215 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $215 |
| 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 | $345 |
| 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 | $1,737,782 |
| Net value of noncharitable-use assets | $1,711,720 |
| Minimum investment return | $85,586 |
| Distributable Amount (for 2012) | |
| Distributable amount | $85,026 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $85,026 |
| 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 |
| Write your review! |
|
|
| 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 | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Daniel Boone Music Boosters | 501 Chestnut St, Birdsboro, PA 19508-2406 | PA | 2008-01 | $32,257 |
| 2 | Daniel Boone Parent Teacher Council | 200 Boone Drive, Douglassville, PA 19518 | PA | 1974-08 | $26,724 |
| 3 | Daniel Boone Rod & Gun Club Inc | 301 Dautrich Rd, Reading, PA 19606-9134 | PA | 1956-06 | $34,924 |
| 4 | Daniel E Rumph Ii Foundation | 6476 Lensen Street, Philadelphia, PA 19119 | PA | 2006-01 | $70,148 |
| 5 | Daniel Foundation | 323 Drummers Ln, Phoenixville, PA 19460-5622 | PA | 2006-12 | $115,422 |
| 6 | Daniel John Francis Flood Trust Ua Dtd 2-26-78, Mellon Bank Na Ttee | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2007-08 | $68,224 |
| 7 | Daniel M Tabas Family Foundation | 543 Mulberry Lane - Office Annex, Haverford, PA 19041 | PA | 1989-08 | $32,500 |
| 8 | Daniel Veloric Foundation, Veloric Daniel Ttee | PO BOX 790, Bala Cynwyd, PA 19004-0790 | PA | 1997-03 | $19,651,495 |
| 9 | Daniel W Dietrich Ii Tr Inc | PO BOX 649, Gladwyne, PA 19035-0649 | PA | 1995-01 | $120,000 |
| 10 | Daniel W Dowling Home Assn | PO BOX 223, Ambler, PA 19002-0223 | PA | 1946-03 | $140,455 |
| 11 | Daniel W Lawrence Trust Ua 14 0757 00 6 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $800,852 | |
| 12 | Daniel Zaccheus Foundation | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 1970-12 | $96,434 |
| 13 | Danielsville Union Cemetery Association | Po Box 236, Danielsville, PA 18038 | PA | 1957-06 | $115,851 |
| 14 | Danny Craige Foundation | 66 Green Dr, Churchville, PA 18966-1316 | PA | 2008-10 | $64,919 |
| 15 | Danse4nia Repertory Ensemble | PO BOX 11024, Philadelphia, PA 19141-0024 | PA | 2007-08 | $37,047 |
| 16 | Dansko Foundation | 33 Federal Rd, West Grove, PA 19390-9182 | PA | 2003-01 | $202,485 |
| 17 | Danube Swabian Association Of Phila And Vicinity | 1277 Southampton Rd, Philadelphia, PA 19116-1445 | PA | 1974-10 | $160,579 |
| 18 | Danville Area Community Center | PO BOX 125, Danville, PA 17821-0125 | PA | 1942-07 | $917,126 |
| 19 | Danville Area United Way Inc | 116 Mill St, Danville, PA 17821-2077 | PA | 1962-10 | $203,134 |
| 20 | Danville Business Alliance | PO BOX 441, Danville, PA 17821-0441 | PA | 2006-08 | $551,096 |
Organization representatives - add corrected or new information about Daniel W Lawrence Trust Ua 14 0757 00 6 »
Non-representatives - add comments about Daniel W Lawrence Trust Ua 14 0757 00 6»