Herbert Russell P Tru U Will 10103329009 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
| Herbert Russell P Tru U Will 10103329009 | |
| Employer Identification Number (EIN) | 046092582 |
| Name of Organization | Herbert Russell P Tru U Will 10103329009 |
| 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) |
| Organization | Trust |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $468,204 |
| Amount of Income | $214,080 |
| Form 990 Revenue Amount | $8,461 |
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 | $15,712 | $15,595 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,665 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $7,047 | |||
| Total expenses and disbursements | $30,568 | $4,653 | $0 | $25,915 |
| Compensation of officers, directors, trustees, etc. | $7,326 | |||
| Total operating and administrative expenses | $7,768 | $4,653 | $3,115 | |
| Contributions, gifts, grants paid | $22,800 | |||
| Excess of revenue over expenses and disbursements | $-14,856 | |||
| Net investment income | $10,942 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $426,463 | $480,867 |
| Cash - non-interest-bearing | $8,565 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $417,898 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $426,463 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,047 |
| 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 | $109 |
| Total credits and payments | $42 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $42 |
| 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 | $67 |
| 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 | $486,398 |
| Net value of noncharitable-use assets | $479,100 |
| Minimum investment return | $23,955 |
| Distributable Amount (for 2012) | |
| Distributable amount | $23,846 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $23,846 |
| 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 | Henry Weinberg Memorial Fund | Pnc Bank Na - 1600 Market St - Tax, Philadelphia, PA 19103 | PA | 2003-06 | $19,028 |
| 2 | Henzel Family Foundation | 431 Montgomery Ave, Merion Sta, PA 19066-1219 | PA | 2000-11 | $1 |
| 3 | Hep Foundation Tr, Hepschmidt John E & E Louise Ttee | Homeland Ctr 1901 N Fifth St, Harrisburg, PA 17102 | PA | 2000-10 | $61,649 |
| 4 | Hepatitis B Foundation | 3805 Old Easton Rd, Doylestown, PA 18902-8400 | PA | 1992-03 | $974,818 |
| 5 | Hepburn Township Volunteer Fire Company | PO BOX 256, Cogan Station, PA 17728-0256 | PA | 1956-04 | $260,236 |
| 6 | Heralds Of Hope Inc | PO BOX 3, Breezewood, PA 15533-0003 | PA | 1967-12 | $833,354 |
| 7 | Herbert H Fletcher Tr U Will 10103244000 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $176,611 |
| 8 | Herbert Hoover Parent Teacher Organization Inc | 501 Trenton Rd, Langhorne, PA 19047-5953 | PA | 1994-07 | $123,062 |
| 9 | Herbert Kahl Memorial Scholarship Fund | 852 Easton Rd, Warrington, PA 18976-2090 | PA | 1998-04 | $6,640 |
| 10 | Herbert Rieders Foundation For The Recovery Of Objects Judaica | PO BOX 215, Williamsport, PA 17703-0215 | PA | 1992-04 | $15,110 |
| 11 | Herbert Russell P Tru U Will 10103329009 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $214,080 |
| 12 | Herchel Smith Charitable Foundation | 1735 Market St J Lombard Ste 700, Philadelphia, PA 19103-7518 | PA | 1994-01 | $7,991 |
| 13 | Hereford Manor Lake Conservancy And Watershed Group Inc | Box 41, Fombell, PA 16123 | PA | 2003-11 | $50 |
| 14 | Hereford Volunteer Fire Company Inc | PO BOX 7, Hereford, PA 18056-0007 | PA | 1997-04 | $128,033 |
| 15 | Heres Hope Ministries Inc | PO BOX 323, Greencastle, PA 17225-0323 | PA | 2001-03 | $186,627 |
| 16 | Heritage Center Of Lancaster County Inc | PO BOX 417, Lancaster, PA 17608-0417 | PA | 1974-02 | $70,706 |
| 17 | Heritage Chorale Of Lancaster | 1263 Ash Lane, Lebanon, PA 17042 | PA | 2004-11 | $4,757 |
| 18 | Heritage Christian School Of West Perry | 2401 Fort Robinson Rd, Loysville, PA 17047-9765 | PA | 1993-09 | $199,278 |
| 19 | Heritage Public Library | 52 4th St, Mc Donald, PA 15057-1166 | PA | 1991-11 | $100,008 |
| 20 | Heritage Resources Ii Inc | 133 N Pitt St, Mercer, PA 16137-1206 | PA | 2004-03 | $21,600 |
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