Dorothy H Spaulding Tr Udecl 14-1161-00-0 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
Dorothy H Spaulding Tr Udecl 14-1161-00-0 | |
Employer Identification Number (EIN) | 046091668 |
Name of Organization | Dorothy H Spaulding Tr Udecl 14-1161-00-0 |
In Care of Name | Boston Safe Dep & Tr Co Ttee |
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 | $1 to $9,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $317,858 |
Amount of Income | $9,915 |
Form 990 Revenue Amount | $5,111 |
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 | $13,077 | $13,062 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $5,681 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $7,396 | |||
Total expenses and disbursements | $19,053 | $3,054 | $0 | $15,999 |
Compensation of officers, directors, trustees, etc. | $4,810 | |||
Total operating and administrative expenses | $5,053 | $3,054 | $1,999 | |
Contributions, gifts, grants paid | $14,000 | |||
Excess of revenue over expenses and disbursements | $-5,976 | |||
Net investment income | $10,008 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $289,441 | $330,129 |
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 | $283,242 | |
Other | $6,199 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $289,441 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $7,396 |
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 | $100 |
Total credits and payments | $66 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $66 |
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 | $34 |
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 | $324,407 |
Net value of noncharitable-use assets | $319,540 |
Minimum investment return | $15,977 |
Distributable Amount (for 2012) | |
Distributable amount | $15,877 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $15,877 |
Undistributed income for 2012. This amount must be distributed in 2013 | $4,223 |
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 | Discipling For Life | 1660 Wisteria, Chambersburg, PA 17202 | PA | 2009-08 | $2,578 |
2 | Discovery Service Projects | PO BOX 172, Pipersville, PA 18947-0172 | PA | 2009-07 | $181,700 |
3 | Disepio Institute For Rural Health And Wellnes | 117 Evergreen Dr 600, Loretto, PA 15940-9704 | PA | 2008-08 | $321,200 |
4 | Divine Intervention Ministries | PO BOX 71184, Pittsburgh, PA 15213-0784 | PA | 2010-06 | $12,986 |
5 | Dom Glo Family Foundation | 470 Norristown Rd Ste 102, Blue Bell, PA 19422-2322 | PA | 2004-09 | $1 |
6 | Domestic Relations Association Of Pennsylvania | C/O Philadelphia Family Court, Philadelphia, PA 19102 | PA | 2011-03 | $105,668 |
7 | Domestic Violence Services Of Southwestern Pennsylvania | 308 E Maiden St, Washington, PA 15301-5108 | PA | 1986-07 | $1,731,609 |
8 | Don Sunshine Ministries | 120 Carriage Dr, Wernersville, PA 19565-9471 | PA | 2011-01 | $136,362 |
9 | Donald L Stull Sylvia A Stull Joseph Carr And Barbara Carr | 1 Fnb Blvd, Hermitage, PA 16148-3347 | PA | 2009-10 | $385,881 |
10 | Dorothy C Walton Trust | C/O Pnc Bank620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $43,457 |
11 | Dorothy H Spaulding Tr Udecl 14-1161-00-0 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $9,915 | |
12 | Downtown Reading Soccer Club Inc | 25 W Madison St, Mohnton, PA 19540 | PA | 2010-12 | $0 |
13 | Dr E P Gigliotti Endowment | 800 Phila St, Indiana, PA 15701-3908 | PA | 2009-10 | $11,376 |
14 | Dr Patricia A Guth Elementary Home And School Association | 601 N 7th St, Perkasie, PA 18944-1507 | PA | 2010-10 | $60,434 |
15 | Duffy Family Foundation | 120 Fifth Avenue Fifth Avenue Place, Pittsburgh, PA 15222 | PA | 2006-05 | $1 |
16 | Dunlap-Stohler Charitable Trust | PO BOX 3215, Lancaster, PA 17604-3215 | PA | 2011-04 | $597,965 |
17 | Durty Dabbers Dustin Flook Recreational Trials Park Inc | 1354 Renovo Road, Mill Hall, PA 17751 | PA | 2009-11 | $48,297 |
18 | E H & B M Collins Trust Fbo Memorial Library Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $10,836 | |
19 | E Lee Langley Tw A | Pnc Bank 620 Liberty Ave No 10thfl, Pittsburgh, PA 15222 | PA | 2006-02 | $280,455 |
20 | E Stackpole Tw Mkt Sa Pres | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $1,962 |
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