Frances Knowles Warren Trust Ua 14-4817-00-4 Personal Trust Par-F- 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
| Frances Knowles Warren Trust Ua 14-4817-00-4 Personal Trust Par-F- | |
| Employer Identification Number (EIN) | 046093518 |
| Name of Organization | Frances Knowles Warren Trust Ua 14-4817-00-4 Personal Trust Par-F- |
| In Care of Name | Mellon Bank 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) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,762,794 |
| Amount of Income | $364,504 |
| Form 990 Revenue Amount | $97,843 |
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 | $94,264 | $93,860 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $32,988 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $61,276 | |||
| Total expenses and disbursements | $104,106 | $6,083 | $0 | $95,634 |
| Compensation of officers, directors, trustees, etc. | $7,705 | |||
| Total operating and administrative expenses | $11,589 | $6,083 | $3,117 | |
| Contributions, gifts, grants paid | $92,517 | |||
| Excess of revenue over expenses and disbursements | $-9,842 | |||
| Net investment income | $87,777 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,667,597 | $0 |
| 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 | $1,624,393 | |
| Other | $43,204 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,667,597 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $61,276 |
| 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 | $1,756 |
| Total credits and payments | $1,840 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,840 |
| 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 | $0 |
| Overpayment | $84 |
| Amount to be credited to 2013 estimated tax | $84 |
| 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 | $1,801,173 |
| Net value of noncharitable-use assets | $1,774,160 |
| Minimum investment return | $88,708 |
| Distributable Amount (for 2012) | |
| Distributable amount | $86,952 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $86,952 |
| 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 | Fralinger String Band Inc | 1901 S 3rd St # 03, Philadelphia, PA 19148-2604 | PA | 2008-01 | $217,489 |
| 2 | Frances Anne Wister Mem Fd U D 19093-00 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $5,735 | |
| 3 | Frances C Van Gasken Tr Uw Fbo Sbsd 1015006 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $5,560 | |
| 4 | Frances E Kennard Public Library Association Of Meshoppen | Po Box 39, Meshoppen, PA 18630 | PA | 1995-03 | $0 |
| 5 | Frances Eaton Weld Fund 11512-0 Mercantile Safe Deposit & Trust Co | 620 Liberty Ave Ste 10th Fl, Pittsburgh, PA 15222-2722 | PA | 1970-12 | $206,378 |
| 6 | Frances Emily Hunt Trust 10-9571 00-0 Codicil Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $57,360 | |
| 7 | Frances H Wolf Tr Uw Fbo Wolf Museum 47f098017 | PO BOX 7989, Lancaster, PA 17604-7989 | PA | 1974-09 | $138,711 |
| 8 | Frances Knowles Warren Trust 14-4141-00-9 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1972-07 | $287,085 |
| 9 | Frances Knowles Warren Trust Ua 14 4816 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $287,784 |
| 10 | Frances Knowles Warren Trust Ua 14-4814 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $137,654 |
| 11 | Frances Knowles Warren Trust Ua 14-4817-00-4 Personal Trust Par-F- | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $364,504 |
| 12 | Frances Knowles Warren Trust Ua 14-4819 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $141,286 |
| 13 | Frances M For Wm Sayers Mem Fund 282038 | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 1970-12 | $10,667 |
| 14 | Frances Morris Decd Tr Uw | 1650 Market St Ste 1200, Philadelphia, PA 19103-7311 | PA | 2005-08 | $1,117,823 |
| 15 | Frances R Jeffress Trust 21-38586, Citizens Fidelity Bank & Tr Co | Pnc Bank Na 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | $1,557,201 | |
| 16 | Francine & Richard Bank Foundation | 1247 Dundee Dr, Dresher, PA 19025-1617 | PA | 1994-02 | $451 |
| 17 | Francis Berry And Ola Livingston Trowbridge Memorial Fund | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1993-01 | $2,496,929 |
| 18 | Francis E Low Foundation | 124 Turnbridge Road, Haverford, PA 19041 | PA | 2009-07 | $85 |
| 19 | Francis Edward Mcgillick Foundation | PO BOX 1627, Beaver Falls, PA 15010-6627 | PA | 1973-09 | $569,700 |
| 20 | Francis P Gallagher Jr Memorial Foundation | 107 Cumberland Pl, Bryn Mawr, PA 19010-1150 | PA | 2005-07 | $519 |
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