Joseph Nickerson Tr Uw 10 419900 5 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
| Joseph Nickerson Tr Uw 10 419900 5 | |
| Employer Identification Number (EIN) | 046093086 |
| Name of Organization | Joseph Nickerson Tr Uw 10 419900 5 |
| In Care of Name | Mellon Tr 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 | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $241,493 |
| Amount of Income | $114,529 |
| Form 990 Revenue Amount | $2,596 |
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 | $5,661 | $5,599 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,634 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,027 | |||
| Total expenses and disbursements | $16,865 | $2,528 | $0 | $14,281 |
| Compensation of officers, directors, trustees, etc. | $3,989 | |||
| Total operating and administrative expenses | $4,365 | $2,528 | $1,781 | |
| Contributions, gifts, grants paid | $12,500 | |||
| Excess of revenue over expenses and disbursements | $-11,204 | |||
| Net investment income | $3,071 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $232,979 | $259,556 |
| 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 | $227,967 | |
| Other | $5,012 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $232,979 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,027 |
| 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 | $31 |
| 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 | $0 |
| Overpayment | $9 |
| Amount to be credited to 2013 estimated tax | $9 |
| 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 | $263,762 |
| Net value of noncharitable-use assets | $259,800 |
| Minimum investment return | $12,990 |
| Distributable Amount (for 2012) | |
| Distributable amount | $12,959 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $12,959 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $10,316 |
| 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 | Joseph H Jacovini Charitable Tr, John R Latourette Ttee | 1500 Market Street, Philadelphia, PA 19102-2100 | PA | $9,000 | |
| 2 | Joseph H Mowers Tw 30114 01 1 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $4,899 |
| 3 | Joseph J Anselmo Sr Tr | 245 Front St, Northumberlnd, PA 17857-1611 | PA | 1999-03 | $48,684 |
| 4 | Joseph J Greco Foundation | 935 Lafayette Rd, Bryn Mawr, PA 19010-1915 | PA | 2007-04 | $4 |
| 5 | Joseph J Hopkins Scholarship Foundation | 11 Bala Ave, Bala Cynwyd, PA 19004-3201 | PA | 1992-09 | $24,905 |
| 6 | Joseph J Peters Institute | 100 S Broad St 17 Fl, Philadephia, PA 19110-1023 | PA | 1978-08 | $4,815,501 |
| 7 | Joseph M Gallo Foundation | 1809 Whitpain Hls, Blue Bell, PA 19422-1366 | PA | 2001-03 | $629 |
| 8 | Joseph M Sheetz Scholarship Fund Inc | 5700 6th Ave, Altoona, PA 16602-1111 | PA | 2009-04 | $508,244 |
| 9 | Joseph Mathews For Missions 505 020 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $21,980 |
| 10 | Joseph N Gorson Foundation | 8045 W Chester Pike, Upper Darby, PA 19082-1317 | PA | 1955-08 | $8,179 |
| 11 | Joseph Nickerson Tr Uw 10 419900 5 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $114,529 |
| 12 | Joseph P Pyle T-W | 1600 Market St-Tax Department, Philadelphia, PA 19103 | PA | 1972-09 | $317,053 |
| 13 | Joseph R Every Scholarship Fund, Citizens & Northern Bank Ttee | C/O Cn Bank Trust Dept, Wellsboro, PA 16901 | PA | 2006-10 | $884,496 |
| 14 | Joseph S Keen Jr Tr Uw | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1993-02 | $161,524 |
| 15 | Joseph Schmitz Jr Tr U D | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1991-07 | $853,251 |
| 16 | Joseph T Simpson Public Library | 16 N Walnut St, Mechanicsburg, PA 17055-3362 | PA | 1970-02 | $898,923 |
| 17 | Joseph T Urban & Margaret Lucille Urban Scholarship Fund, Urban Anthony J Ttee | 35 S Main St, Mahanoy City, PA 17948-2647 | PA | 1990-11 | $32,402 |
| 18 | Joseph V Digirolamo Scholarship Foundation | 3986 Grace Ave, Bensalem, PA 19020-2321 | PA | 2003-06 | $11,618 |
| 19 | Joseph V Kudirka | 620 Liberty Ave 10th Fl, Pittsburgh, PA 15222-2722 | PA | 1938-03 | $280,518 |
| 20 | Joseph Y Moses Foundation Inc | 2080 W State Street, New Castle, PA 16101-1249 | PA | 1979-09 | $20,845 |
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