H A Willman Trust Uw For Battenberg in Philadelphia, 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
| H A Willman Trust Uw For Battenberg | |
| Employer Identification Number (EIN) | 246021745 |
| Name of Organization | H A Willman Trust Uw For Battenberg |
| In Care of Name | Pnc Bank Na |
| Address | 1600 Market St Ste 4th Fl, Philadelphia, PA 19103-7240 |
| 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 | 12/1900 |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $44,307 |
| Amount of Income | $4,968 |
| Form 990 Revenue Amount | $1,950 |
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 | $3,249 | $3,249 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $882 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,367 | |||
| Total expenses and disbursements | $3,644 | $686 | $0 | $2,936 |
| Compensation of officers, directors, trustees, etc. | $722 | |||
| Total operating and administrative expenses | $994 | $686 | $286 | |
| Contributions, gifts, grants paid | $2,650 | |||
| Excess of revenue over expenses and disbursements | $-395 | |||
| Net investment income | $2,563 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $44,307 | $60,557 |
| Cash - non-interest-bearing | $1 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $43,228 | |
| Other | $1,078 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $44,307 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,367 |
| 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 | $51 |
| Total credits and payments | $40 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $40 |
| 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 | $11 |
| 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? | Yes |
| 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 | $60,737 |
| Net value of noncharitable-use assets | $59,820 |
| Minimum investment return | $2,991 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,940 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,940 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,653 |
| 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 | Gymcatz Boosters | 125 Willow Grove Drive, Everett, PA 15537 | PA | 2003-09 | $25,355 |
| 2 | Gymnast Funds | 2615 Course Rd, York, PA 17402-5079 | PA | 2002-05 | $21,768 |
| 3 | Gymnastrum Parents Association Inc | PO BOX 90304, Allentown, PA 18109-0304 | PA | 1998-03 | $474,819 |
| 4 | Youtheplanet Foundation, Satinsky Martin Ttee | PO BOX 559, Gwunedd Valley, PA 19437-0559 | PA | 1999-03 | $578,702 |
| 5 | H & E Longsdorf Ir Fbo Church Acct No 3542001 1068489 | 1600 Market St Tax Dept 4th Fl, Philadelphia, PA 19103-7240 | PA | 1998-12 | $700,042 |
| 6 | H & R Stein Trust | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $81,556 |
| 7 | H A H S Outdoor Sportsman Support Club Inc | 1057 E 10th St, Hazleton, PA 18201-3421 | PA | 2005-02 | $42,016 |
| 8 | H A N D S Of Wyoming County | 41 Philadelphia Ave, Tunkhannock, PA 18657-1200 | PA | 2006-03 | $271,888 |
| 9 | H A P Enterprises Inc | 5130 Tuscarawas Rd, Beaver, PA 15009-9507 | PA | 1991-06 | $6,872,423 |
| 10 | H A Tattersall Medical Center | Po Box 156, Cresco, PA 18326 | PA | 1975-01 | $41,136 |
| 11 | H A Willman Trust Uw For Battenberg | 1600 Market St Ste 4th Fl, Philadelphia, PA 19103-7240 | PA | 1900-12 | $4,968 |
| 12 | H B Alexander Foundation | 160 N Pointe Blvd Ste 200, Lancaster, PA 17601-4134 | PA | 1962-04 | $781,298 |
| 13 | H C Burgard Elementary Pto | 111 S Penn Street, Manheim, PA 17545 | PA | 2007-03 | $17,136 |
| 14 | H C Frick Trust Fbo, Princeton Univ | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $370,353 |
| 15 | H Clay & Eleanor D Large Fdn Tr | 1600 Market St, Philadelphia, PA 19103-7240 | PA | 2002-12 | $962,624 |
| 16 | H Donaldson Pitt Sch Soc Work 500-245 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $274,764 | |
| 17 | H E And Dorothy Rairigh Family Foundation | Box 73 Rte 286, Hillsdale, PA 15746 | PA | 1998-11 | $4,943 |
| 18 | Local 274 Health And Welfare Fund | 22 S 22nd Street - Mezzanine Floor, Philadelphia, PA 19103 | PA | 1964-09 | $26,090,207 |
| 19 | H E R O Inc | 5 West 10th Street Suite 300, Erie, PA 16501 | PA | 2003-12 | $106,554 |
| 20 | H E R S Foundation | 422 Bryn Mawr Ave, Bala Cynwyd, PA 19004-2708 | PA | 1987-05 | $35,238 |
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