Mary D Whitney Tr Uw - Ss 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
| Mary D Whitney Tr Uw - Ss | |
| Employer Identification Number (EIN) | 046092890 |
| Name of Organization | Mary D Whitney Tr Uw - Ss |
| In Care of Name | Boston Safe Deposit & Trust Co Tt |
| 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 | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $815,943 |
| Amount of Income | $377,927 |
| Form 990 Revenue Amount | $17,200 |
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 | $35,630 | $35,421 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,248 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $20,382 | |||
| Total expenses and disbursements | $67,076 | $7,165 | $0 | $59,705 |
| Compensation of officers, directors, trustees, etc. | $11,174 | |||
| Total operating and administrative expenses | $12,076 | $7,165 | $4,705 | |
| Contributions, gifts, grants paid | $55,000 | |||
| Excess of revenue over expenses and disbursements | $-31,446 | |||
| Net investment income | $28,256 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $723,675 | $837,469 |
| Cash - non-interest-bearing | $13,780 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $709,895 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $723,675 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $20,382 |
| 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 | $283 |
| Total credits and payments | $215 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $215 |
| 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 | $68 |
| 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 | $852,865 |
| Net value of noncharitable-use assets | $840,080 |
| Minimum investment return | $42,004 |
| Distributable Amount (for 2012) | |
| Distributable amount | $41,721 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $41,721 |
| 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 | Mary A Roche Tuw 1 Charities | PO BOX 3215, Lancaster, PA 17604-3215 | PA | 2004-06 | $38,286 |
| 2 | Mary Alice Wheeler Trust Uw 3902771 Mellon Bank North N A | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2005-07 | $1,078,061 |
| 3 | Mary And Alexander Laughlin Childrens Center | 424 Frederick Ave, Sewickley, PA 15143-1523 | PA | 1938-05 | $2,063,898 |
| 4 | Mary Ann Irvin Scholarship Foundation | 800 Philadelphia St, Indiana, PA 15701-3908 | PA | 1966-06 | $104,367 |
| 5 | Mary B & Alvin P Gutman Fund | The Pavilion 261 Old York Road No, Jenkintown, PA 19046 | PA | 1961-05 | $232,367 |
| 6 | Mary C Atcheson Trust Fbo End Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $32,854 |
| 7 | Mary C Howes Parent Teacher Organization | 641 W Boot Rd, West Chester, PA 19380-1056 | PA | 1996-01 | $77,760 |
| 8 | Mary C Melson Tw Henry G Long Home 47f004015 | PO BOX 3215, Lancaster, PA 17604-3215 | PA | 2006-08 | $93,990 |
| 9 | Mary Cofer Trigg | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1991-05 | $1,128,707 |
| 10 | Mary Cofer Trigg Southern Baptist Tr | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 1991-05 | $486,425 |
| 11 | Mary D Whitney Tr Uw - Ss | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $377,927 |
| 12 | Mary Daly Macfarland Foundation Tr, Wilson Elizabeth A Et Al Ttee | 1600 Market St Ste 3600, Philadelphia, PA 19103-7212 | PA | 2003-06 | $59,970 |
| 13 | Mary E Deming Trust | 2591 Park Center Blvd, State College, PA 16801-3007 | PA | 2003-10 | $74,243 |
| 14 | Mary E English Decd Tr Uw No 1411-00 | PO BOX 185, Pitttsburgh, PA 15230-0185 | PA | $101,421 | |
| 15 | Mary E Grebinger Tr Uw | Pnc Bank Na - 1600 Market St - Tax, Philadelphia, PA 19103 | PA | 2005-03 | $695,008 |
| 16 | Mary E Hoke Tuw | PO BOX 6010, Chambersburg, PA 17201-6010 | PA | 2004-09 | $157,598 |
| 17 | Mary E King Trust Cnb Tr U/W Dtd 10-23-74 Fbo All Saints Fd | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1975-06 | $5,726 |
| 18 | Mary Eaches Samson | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1979-09 | $84,386 |
| 19 | Mary Eaches Samson Trust | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1979-08 | $21,082 |
| 20 | Mary Ellen Ovington Charitable Foundation, Mary Ellen Ovington Ttee | 30 E Beau St Ste 800, Washington, PA 15301-4713 | PA | 2009-03 | $648,119 |
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