Donald B Stabler Trust Under Will, M & T Trust Company Ttee in Harrisburg, 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
- Organizations performing similar types of work
| Donald B Stabler Trust Under Will, M & T Trust Company Ttee | |
| Employer Identification Number (EIN) | 206770659 |
| Name of Organization | Donald B Stabler Trust Under Will |
| Secondary Name | M & T Trust Company Ttee |
| Address | 213 E Market Street, Harrisburg, PA 17101-2141 |
| Subsection | Charitable Organization |
| Ruling Date | 01/2007 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $12,309,836 |
| Amount of Income | $9,000,020 |
| Form 990 Revenue Amount | $36,042 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Higher Education Institutions |
Non-representatives - add comments:
Amount of income in 2012: $9,000,020 (it was $36,042 in 2011)
| Donald B Stabler Trust Under Will, M & T Trust Company Ttee: | $9,000,020 |
| Other organizations performing similar types of work: | $185,466 |
Assets in 2012: $12,309,836 (it was $22,389,024 in 2011)
| This organization: | $12,309,836 |
| Other organizations performing similar types of work: | $121,224 |
Expenses in 2012: $10,082,481
| Donald B Stabler Trust Under Will, M & T Trust Company Ttee: | $10,082,481 |
| Other organizations performing similar types of work: | $236,140 |
Income to expenses ratio in 2012: 0.9
| This organization: | 0.9 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| Donald B Stabler Trust Under Will, M & T Trust Company Ttee: | 0.0% |
| Other organizations performing similar types of work: | 0.1% |
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 | $3,293 | $3,290 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,293 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $10,082,481 | $59,187 | $0 | $10,023,294 |
| Compensation of officers, directors, trustees, etc. | $30,000 | |||
| Total operating and administrative expenses | $59,187 | $59,187 | $0 | |
| Contributions, gifts, grants paid | $10,023,294 | |||
| Excess of revenue over expenses and disbursements | $-10,079,188 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $12,309,836 | $9,829,109 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $4,146,901 | |
| Investments-corporate stock | $5,650,000 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $2,512,935 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $12,309,836 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | No |
| 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? | Yes |
| 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 | $23,445,487 |
| Net value of noncharitable-use assets | $23,093,800 |
| Minimum investment return | $1,154,690 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,154,690 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,154,690 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Outdoor School In Horsham Inc | 600 Witmer Rd, Horsham, PA 19044-1832 | PA | 2009-05 | $139,922 |
| 2 | Donald B Stabler Trust Under Will, M & T Trust Company Ttee | 213 E Market Street, Harrisburg, PA 17101-2141 | PA | 2007-01 | $9,000,020 |
| 3 | International Institute For Restorative Practices | PO BOX 229, Bethlehem, PA 18016-0229 | PA | 2002-07 | $2,735,264 |
| 4 | Susq-Cyber Charter School | 240 Market St Box 1a Suite 15, Bloomsburg, PA 17815-1770 | PA | 1999-03 | $1,705,467 |
| 5 | University Of Otago In America Inc | 800 Township Line Rd Ste 250, Yardley, PA 19067-4270 | PA | 2003-02 | $971,773 |
| 6 | Collegiate Consortium For Workforce And Economic Development | 901 Media Line Rd, Media, PA 19063-1027 | PA | 1999-06 | $942,481 |
| 7 | Pennsylvania Commission For Community Colleges | 800 N 3rd St Ste 405, Harrisburg, PA 17102-2025 | PA | 1996-02 | $726,788 |
| 8 | Pittsburgh Council On Higher Education | 201 Wood St, Pittsburgh, PA 15222-1912 | PA | 1974-02 | $220,008 |
| 9 | Mount Gretna School Of Art | 833 E Orange St, Lancaster, PA 17602-3119 | PA | 2014-06 | $62,668 |
| 10 | Schuylkill Academy Of Fine Art | 503 Chester Pike, Sharon Hill, PA 19079-1311 | PA | 2003-08 | $36,608 |
| 11 | Dream Partnership | 925 Linda Ln, Camp Hill, PA 17011-6402 | PA | 2013-12 | $25,114 |
| 12 | Pennsylvania Life Sciences Institute | 650 E Swedesford Rd Ste 190, Wayne, PA 19087-1600 | PA | 2013-01 | $168 |
| 13 | 5900 Webster Street Block Assoc | 5916 Webster Street, Philadelphia, PA 19143 | PA | 2011-09 | $0 |
| 14 | Bishops Institute Of Applied Science & Biblical Studies | 1129 Pennsylvania Avenue, Erie, PA 16503 | PA | 2012-01 | $0 |
| 15 | Center For Refugees & Immigrants Education | 5120 Cedar Ave, Philadelphia, PA 19143-1510 | PA | 2003-03 | $0 |
| 16 | Driving Force Foundation Inc | 1403 Baldwin Ln, Greensburg, PA 15601-8827 | PA | 2004-05 | $0 |
| 17 | Epoh Educational Programs In Oncology And Hematology Inc | 245 N 15th Street Ms412, Philadelphia, PA 19102 | PA | 2009-05 | $0 |
| 18 | Identity School For Christian Ministry | 426 W Gay Street, West Chester, PA 19380 | PA | 2009-04 | $0 |
| 19 | Institute For Learning In Retirement Inc, Ilr | 165 Elm St, Slippery Rock, PA 16057-1522 | PA | 2014-12 | $0 |
| 20 | Vessel Corporation | 1509 Washington Avenue, Willow Grove, PA 19090 | PA | 2007-03 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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