North Western University 008649 00, Massachusetts Co Inc Tr 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
North Western University 008649 00, Massachusetts Co Inc Tr | |
Employer Identification Number (EIN) | 046275868 |
Name of Organization | North Western University 008649 00 |
Secondary Name | Massachusetts Co Inc Tr |
Address | Pnc Bank 620 Liberty Ave No 10thfl, Pittsburgh, PA 15222 |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Ruling Date | 03/2006 |
Foundation | All organizations except 501(c)(3) |
Exempt Organization Status | Organization terminating its private foundation status under section 507(b)(1)(B) of the Code |
Tax Period | 12/2012 |
Assets | $25,000 to $99,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $40,677 |
Amount of Income | $3,619 |
Form 990 Revenue Amount | $1,791 |
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 | $2,459 | $2,414 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $1,342 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $9 | |||
Other | $1,108 | |||
Total expenses and disbursements | $2,958 | $728 | $0 | $2,210 |
Compensation of officers, directors, trustees, etc. | $766 | |||
Total operating and administrative expenses | $1,308 | $728 | $560 | |
Contributions, gifts, grants paid | $1,650 | |||
Excess of revenue over expenses and disbursements | $-499 | |||
Net investment income | $1,686 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $40,677 | $52,718 |
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 | $39,861 | |
Other | $816 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $40,677 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $1,108 |
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 | $17 |
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 | $23 |
Amount to be credited to 2013 estimated tax | $20 |
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 | $52,368 |
Net value of noncharitable-use assets | $51,580 |
Minimum investment return | $2,579 |
Distributable Amount (for 2012) | |
Distributable amount | $2,562 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $2,562 |
Undistributed income for 2012. This amount must be distributed in 2013 | $2,252 |
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 | Noahs Hope Inc | 125 Aileen Dr, Lansdale, PA 19446-1686 | PA | 2009-05 | $35,731 |
2 | North American Gamma Knife Consortium | 200 Lothrop St, Pittsburgh, PA 15213-2536 | PA | 2010-02 | $569,000 |
3 | North Bennet Street School | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $2,718 |
4 | North Forest Foundation Inc | 18 N Main St, Mansfield, PA 16933-1422 | PA | 2005-03 | $5 |
5 | Omaha Restaurant Assoc Fnd Tua | 101n Independence Mall E, Philadelphia, PA 19106-2112 | PA | 1990-08 | $40,354 |
6 | Pauline D Buckhout Tr Fbo Kalamazoo Community Foundation, Kalamazoo Community Foundation | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $262,474 | |
7 | Pine Grove Cemetery Trust | 101n Independence Mall E Macy1372-0, Philadelphia, PA 19106-2112 | PA | $83,547 | |
8 | Pine Hill Cemetery Trust Assoc 1519056403 | 101 N Independence Mall E Macy 1372, Philadelphia, PA 19106 | PA | $77,291 | |
9 | Presbyterian Cong Of Brandywine 1211408 | 101n Independence Mall E Macy 1372, Philadelphia, PA 19106 | PA | $14,872 | |
10 | North Side Cultural Collaberative Inc | 809 Middle Street, Pittsburgh, PA 15212 | PA | 2008-06 | $0 |
11 | North Western University 008649 00, Massachusetts Co Inc Tr | Pnc Bank 620 Liberty Ave No 10thfl, Pittsburgh, PA 15222 | PA | 2006-03 | $3,619 |
12 | Northampton County Deputy Sheriffs Association | 1259 Northampton St Ste 323, Easton, PA 18042 | PA | 2004-09 | $27,257 |
13 | Northern Lehigh Pastoral Association Inc | PO BOX 255, Slatington, PA 18080-0255 | PA | 1992-01 | $0 |
14 | Northern Liberties Business Owners Association | 800 N 2nd St, Philadelphia, PA 19123 | PA | 2009-03 | $0 |
15 | Northern Schuylkill Recreation Association | 339 Main Street, Lavelle, PA 17943 | PA | 1998-09 | $0 |
16 | Northern Steel Select Soccer Inc | PO BOX 344, Lyndeora, PA 16045-0344 | PA | 2002-05 | $563,088 |
17 | Northumberland County Industrial Development Authority | 399 S Fifth St, Sunbury, PA 17801-3201 | PA | 1992-05 | $19,621 |
18 | Northwestern Community Youth Center Inc | PO BOX 73, Albion, PA 16401 | PA | 2006-06 | $0 |
19 | Northwestern Pennsylvania Baptist Assembly | 398 Holliday Rd, N Springfield, PA 16430-1208 | PA | 1960-12 | $443,085 |
20 | Northwestern Pennsylvania Emergency Response Group | 16 W Division St, N East, PA 16428-1008 | PA | 2004-05 | $704,151 |
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