Harriet B Bayley Tr Ud 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
Harriet B Bayley Tr Ud | |
Employer Identification Number (EIN) | 046246000 |
Name of Organization | Harriet B Bayley Tr Ud |
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) |
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 | $1,434,748 |
Amount of Income | $639,600 |
Form 990 Revenue Amount | $3,611 |
Non-representatives - add comments:
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 | $23,288 | $22,972 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $23,302 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $100,291 | $9,444 | $0 | $90,739 |
Compensation of officers, directors, trustees, etc. | $14,260 | |||
Total operating and administrative expenses | $15,291 | $9,444 | $5,739 | |
Contributions, gifts, grants paid | $85,000 | |||
Excess of revenue over expenses and disbursements | $-77,003 | |||
Net investment income | $13,528 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,340,357 | $1,488,171 |
Cash - non-interest-bearing | $31,297 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $1,309,060 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,340,357 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-14 |
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 | $135 |
Total credits and payments | $113 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $113 |
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 | $22 |
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 | $1,509,546 |
Net value of noncharitable-use assets | $1,486,900 |
Minimum investment return | $74,345 |
Distributable Amount (for 2012) | |
Distributable amount | $74,210 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $74,210 |
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 | Harold F Thomas Tr Ue Dtd 010572 Fbo Hobart Branch-Col Of Seneca, Pnc Bank N A | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1987-06 | $945,449 |
2 | Harold Glassman Tr Ua Fbo C Burr Artz Library | Pnc Bank Na - 1600 Market St - Tax, Philadelphia, PA 19103 | PA | 1995-11 | $33,093 |
3 | Harold Isen Foundation | 1045 Lindy Ln, Bala Cynwyd, PA 19004-1337 | PA | 2001-12 | $0 |
4 | Harold Katz Family Foundation | 928 Jaymor Rd Ste A-100, Southampton, PA 18966-3863 | PA | 1988-01 | $165,000 |
5 | Harold N & Thelma Lenker Charitable Income Trust, Mid Penn Bank Ttee | 349 Union St, Millersburg, PA 17061-1611 | PA | 2003-07 | $199,166 |
6 | Harold N & Thelma Lenker Millersburg Community Trust, Mid Penn Bank Ttee | 349 Union St, Millersburg, PA 17061-1611 | PA | 2004-05 | $76,860 |
7 | Harold Newin Hill Foundation Ud Ida H Cahn | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1957-12 | $23,491 |
8 | Harold O Davis Christian School Inc | 4500 N 10th St, Philadelphia, PA 19140-1315 | PA | 1996-04 | $223,226 |
9 | Harold S Campbell Foundation Inc | 2285 Schoenersville Road, Bethlehem, PA 18017-7450 | PA | 1996-05 | $37,367 |
10 | Harold V Knecht Post Home Assoc Inc | 158 S Main St, Nazareth, PA 18064-2021 | PA | 1948-03 | $135,960 |
11 | Harriet B Bayley Tr Ud | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $639,600 |
12 | Harriet Etting Brown Ud 2-2-25-29 Girard Trust Bank Acct 1333-02 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1977-02 | $10,942 |
13 | Harriet Tubman Terrace Inc | 357 Lincoln Hwy, N Versailles, PA 15137-1682 | PA | 1973-10 | $472,360 |
14 | Harriett Ames Charitable Trust | 1600 Market St Fl 29 # St-Hawthorn, Philadelphia, PA 19103-7239 | PA | 1954-06 | $559,289 |
15 | Harriette Steelman Tabas And Charles L Tabas Foundation | 737 Montgomery Ave, Penn Valley, PA 19072-2011 | PA | 1985-10 | $681,788 |
16 | Harris Family Ministries Inc | 205 E High St, Pottstown, PA 19464-5535 | PA | 2009-11 | $15,256 |
17 | Harris Scholarship Fund | 1600 Market St, Philadelphia, PA 19103-7240 | PA | 1991-07 | $240,931 |
18 | Harrisburg Academy | 10 Erford Rd, Wormleysburg, PA 17043-1109 | PA | 1941-10 | $7,892,562 |
19 | Harrisburg Area Dental Society | 4075 Linglestown Rd Pmb 242, Harrisburg, PA 17112-1020 | PA | 1971-12 | $139,585 |
20 | Harrisburg Area Riverboat Society | PO BOX 910, Harrisburg, PA 17108-0910 | PA | 1986-03 | $413,635 |
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