Fanny B Reed Tr Uw - Mhg 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
Fanny B Reed Tr Uw - Mhg | |
Employer Identification Number (EIN) | 046092559 |
Name of Organization | Fanny B Reed Tr Uw - Mhg |
In Care of Name | Mellon Trust Of New England |
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) |
Ruling Date | 12/1970 |
Foundation | All organizations except 501(c)(3) |
Organization | Trust |
Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
Tax Period | 08/2014 |
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 | $1,686,556 |
Amount of Income | $778,489 |
Form 990 Revenue Amount | $34,257 |
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 | $70,142 | $69,700 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $30,910 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $39,232 | |||
Total expenses and disbursements | $103,461 | $10,429 | $0 | $92,780 |
Compensation of officers, directors, trustees, etc. | $15,877 | |||
Total operating and administrative expenses | $17,467 | $10,429 | $6,786 | |
Contributions, gifts, grants paid | $85,994 | |||
Excess of revenue over expenses and disbursements | $-33,319 | |||
Net investment income | $59,271 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,474,002 | $1,698,554 |
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 | $1,435,531 | |
Other | $38,471 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,474,002 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $39,232 |
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 | $593 |
Total credits and payments | $237 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $237 |
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 | $356 |
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? | Yes |
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 | $1,722,610 |
Net value of noncharitable-use assets | $1,696,780 |
Minimum investment return | $84,839 |
Distributable Amount (for 2012) | |
Distributable amount | $84,246 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $84,246 |
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 | Family Support Foundation For Mental Illness | 1170 Devon Park Dr Ste 104, Wayne, PA 19087-2128 | PA | 2009-03 | $88,927 |
2 | Family Support Of Central Pa Inc | 4775 Linglestown Rd Ste 202, Harrisburg, PA 17112-8556 | PA | 1980-12 | $193,197 |
3 | Family Support Services | 7200 Chestnut St Ste 103, Upper Darby, PA 19082-3156 | PA | 1976-09 | $7,688,204 |
4 | Family Tyes Inc | PO BOX 112527, Pittsburgh, PA 15241-0127 | PA | 1993-06 | $33,915 |
5 | Family Visions Inc | PO BOX 10515, Pittsburgh, PA 15235-0515 | PA | 1991-09 | $103,774 |
6 | Family-Child Resources Inc | 3995 East Market Street, York, PA 17402-2773 | PA | 1992-03 | $2,027,707 |
7 | Fanfera Family Foundation, Fanfera Virginia G Ttee | PO BOX 660, West Chester, PA 19381-0660 | PA | 2001-12 | $5,000 |
8 | Fannett-Metal Education Foundation | PO BOX 112, Willow Hill, PA 17271 | PA | 2003-12 | $0 |
9 | Fannettsburg Cable Tv Co | PO BOX 319, Fannettsburg, PA 17221-0319 | PA | 1997-10 | $88,088 |
10 | Fannie M Reese Trust Uw, 21387-00-6 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1986-11 | $3,012 |
11 | Fanny B Reed Tr Uw - Mhg | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $778,489 |
12 | Fanny L Spangenberg Trust | C/O Wayne Bank 717 Main Street, Honesdale, PA 18431 | PA | 2000-10 | $108,459 |
13 | Rosemary Montagno Senior Center Inc | 12601 Townsend Rd, Philadelphia, PA 19154-1002 | PA | 1993-01 | $103,445 |
14 | Far Point Animal Rescue | 1105 Red Hill Rd, Port Trevortn, PA 17864-9691 | PA | 2004-10 | $63,606 |
15 | Farber Family Foundation Inc | 1845 Walnut St Ste 800, Philadelphia, PA 19103-4711 | PA | 1992-11 | $14,258,941 |
16 | Farber Foundation | 1845 Walnut St Ste 800, Phila, PA 19103-4711 | PA | 1949-09 | $121,385 |
17 | Farm & Home Foundation Of Lancaster County | 1383 Arcdia Rd, Lancaster, PA 17601-3149 | PA | 1964-01 | $764,247 |
18 | Farm & Natural Land Trust Of York County | 156 N George St Ste 300, York, PA 17401-1109 | PA | 1990-10 | $429,625 |
19 | Farm Park Preservation Association | Po Box 281, Fairview Village, PA 19409 | PA | 2001-02 | $3,376 |
20 | Farmers & Merchants Trust Company Of Chambersburg Scholarship Progra | PO BOX 6010, Chambersburg, PA 17201-6010 | PA | $98,504 |
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