Laurelia M Clifford Irrv Tr 0157400 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
| Laurelia M Clifford Irrv Tr 0157400 | |
| Employer Identification Number (EIN) | 046793964 |
| Name of Organization | Laurelia M Clifford Irrv Tr 0157400 |
| In Care of Name | Pnc Bank |
| Address | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 |
| Subsection | Charitable Organization |
| Ruling Date | 03/2006 |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $191,572 |
| Amount of Income | $43,910 |
| Form 990 Revenue Amount | $6,255 |
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 | $39,253 | $39,531 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,410 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $34,843 | |||
| Total expenses and disbursements | $12,601 | $2,067 | $0 | $10,492 |
| Compensation of officers, directors, trustees, etc. | $2,176 | |||
| Total operating and administrative expenses | $2,953 | $2,067 | $844 | |
| Contributions, gifts, grants paid | $9,648 | |||
| Excess of revenue over expenses and disbursements | $26,652 | |||
| Net investment income | $37,464 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $195,360 | $231,928 |
| 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 | $188,276 | |
| Other | $7,084 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $195,360 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $34,843 |
| 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 | $375 |
| Total credits and payments | $80 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $80 |
| 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 | $295 |
| 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 | $230,591 |
| Net value of noncharitable-use assets | $227,140 |
| Minimum investment return | $11,357 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,982 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,982 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $10,138 |
| 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 | Knights Templar Of The United States Of America, 4 St Johns Commandery | 1 N Broad St, Philadelphia, PA 19107-2520 | PA | 1964-01 | $15,359 |
| 2 | Kohelet Foundation | 822 Montgomery Ave Ste 201, Narberth, PA 19072-1946 | PA | 2009-02 | $7,030,398 |
| 3 | Konrad Frederiksen Tr Fbo Norwegian Christian Home 32-9033560200 | C/O Pnc Bank Na 620 Liberty Ave, Pittsburgh, PA 15222 | PA | 2006-03 | $42,346 |
| 4 | Konrad Frederiksen Trust Fbo Salvation Army 32-9033560102 | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $74,684 |
| 5 | Ladle And The Hearth | 9th And Maplewood, Ambridge, PA 15003 | PA | 2008-02 | $0 |
| 6 | Lake Erie Community Park Tua21291 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1998-06 | $21,905 |
| 7 | Lake Meade Fire & Rescue Inc Firemens Relief Fund | 492 Lake Meade Dr, East Berlin, PA 17316-9345 | PA | 2003-07 | $27,658 |
| 8 | Lancaster Red Rose Credit Union | 1010 New Holland Ave, Lancaster, PA 17601-5606 | PA | 1945-09 | $2,742,805 |
| 9 | Land Conservancy Of Elkins Park Inc | 1750 Ashbourne Rd, Elkins Park, PA 19027-2547 | PA | 2009-09 | $1,236,864 |
| 10 | Langer Grogan & Diver Fund For Social Justice Inc | 1717 Arch Street, Philadelphia, PA 19103-2713 | PA | 2010-03 | $16 |
| 11 | Laurelia M Clifford Irrv Tr 0157400 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $43,910 |
| 12 | Lawerence S Holt Tr 7 N0 40639 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $41,252 |
| 13 | Lawrence Academy Trust 582 Nect | Pnc Bank Na - 1600 Market St - Tax, Philadelphia, PA 19103 | PA | 2006-01 | $122,328 |
| 14 | Lawrence S Holt 4 45211 Nect | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-04 | $15,788 |
| 15 | Lawrence S Holt Trust 9 No 40640 Provident Natl Bank Tr | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $30,731 |
| 16 | Modernist Studies Association | 423 East Waring Avenue, State College, PA 16801 | PA | 1999-12 | $108,320 |
| 17 | Mtac Corporation | 42 Nature Ln, Levittown, PA 19054-3804 | PA | 2009-05 | $67,485 |
| 18 | National Association For Korean Schools Mid Atlantic Chapter | 530 Greenwood Ct, Harleysville, PA 19438-3094 | PA | 2010-02 | $31,699 |
| 19 | Lehigh County Youth Association | PO BOX 261, Whitehall, PA 18052-0261 | PA | 2010-01 | $41,513 |
| 20 | Lehigh Valley Educators Credit Union | 3720 Hamilton Blvd, Allentown, PA 18103-4503 | PA | 1945-09 | $19,132,160 |
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