Frank E Busiel Tr Uw - Jjm 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
Frank E Busiel Tr Uw - Jjm | |
Employer Identification Number (EIN) | 046091333 |
Name of Organization | Frank E Busiel Tr Uw - Jjm |
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 | 07/1972 |
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 | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $1,078,318 |
Amount of Income | $495,944 |
Form 990 Revenue Amount | $41,296 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $41,296 | $41,021 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $19,210 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $22,086 | |||
Total expenses and disbursements | $57,080 | $584 | $0 | $56,496 |
Compensation of officers, directors, trustees, etc. | $37 | |||
Total operating and administrative expenses | $1,352 | $584 | $768 | |
Contributions, gifts, grants paid | $55,728 | |||
Excess of revenue over expenses and disbursements | $-15,784 | |||
Net investment income | $40,437 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $969,124 | $1,082,024 |
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 | $0 | |
Other | $969,124 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $969,124 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $22,086 |
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 | $404 |
Total credits and payments | $206 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $206 |
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 | $198 |
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 | $1,068,956 |
Net value of noncharitable-use assets | $1,052,920 |
Minimum investment return | $52,646 |
Distributable Amount (for 2012) | |
Distributable amount | $52,242 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $52,242 |
Undistributed income for 2012. This amount must be distributed in 2013 | $36,176 |
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 | Frank Ada & Elizabeth Compton Scholarship Fund, R D Van Fleet Tr | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222-2705 | PA | 2001-12 | $36,425 |
2 | Frank And Amanda Hartman Educational Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1986-07 | $347,229 |
3 | Frank And Mary Fritsch Charitabletrust, Stephen F Fritsch Ttee | 14 Southwatch Ln, Mechanicsburg, PA 17050-8212 | PA | 2006-03 | $243,596 |
4 | Frank And Rita Kelly Foundation | 33 E Northampton St, Wilkes Barre, PA 18701-2406 | PA | 2004-10 | $72,834 |
5 | Frank B Francis Tr, 47-48-001-3843839 | 1600 Market St, Philadelphia, PA 19103-7240 | PA | 2008-05 | $1,400,721 |
6 | Frank B Snyder Crat Tr 1017314obn3 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $22,335 | |
7 | Frank Bernstein Memorial Scholar Ship Fund | PO BOX 1589, Doylestown, PA 18901-0238 | PA | 1986-06 | $3,806 |
8 | Frank Calandra Inc And Subsidiaries Vol Emp Benefit Tr | PO BOX 187, Cresson, PA 16630-0187 | PA | 1998-01 | $7,838,966 |
9 | Frank Calandra Jr Family Foundation | 258 Kappa Dr, Pittsburgh, PA 15238-2818 | PA | 2007-05 | $468,106 |
10 | Frank Darlington Irrev Tr Agrmt 032768 Amd & Rst 050285 020687, Gerlich Donald Co-Tr | C/O Pnc Bank 620 Liberty Ave No 10, Pittsburgh, PA 15222 | PA | 1996-03 | $378,609 |
11 | Frank E Busiel Tr Uw - Jjm | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1972-07 | $495,944 |
12 | Frank Foster Skillman Scholarship Tr | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2003-03 | $216,733 |
13 | Frank G Dougherty Tw Educational | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $17,720 |
14 | Frank G Fbo Charities 1513103622 | 123 S Broad St, Philadelphia, PA 19109-1029 | PA | 2007-02 | $86,487 |
15 | Frank H Johnson Endowment Fund Tua Irr | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1973-10 | $5,002 |
16 | Frank J & Sylvia T Pasquerilla Foundation Tr Ua 06-21-99, Pasquerilla Mark E & Leah M Ttee | 1 Pasquerilla Plz, Johnstown, PA 15901-1999 | PA | 2002-05 | $843,015 |
17 | Frank J Keane Scholarship Fund Local 169 | 400 Franklin Avenue, Phoenixville, PA 19460 | PA | 1969-08 | $0 |
18 | Frank L Stoner Trust U W | 1600 Market St, Philadelphia, PA 19103-7240 | PA | 1996-07 | $291,035 |
19 | Frank Molle Foundation, Pilliero Frank A Tte | 704 Haywood Dr, Exton, PA 19341-1136 | PA | 1998-05 | $7,845 |
20 | Frank O Genuardi Family Foundation | PO BOX 360, Worcester, PA 19490-0370 | PA | 1999-02 | $105,249 |
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