Paul Isabel Fbo Newfields Library Tr 10682496005 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
Paul Isabel Fbo Newfields Library Tr 10682496005 | |
Employer Identification Number (EIN) | 026006309 |
Name of Organization | Paul Isabel Fbo Newfields Library Tr 10682496005 |
In Care of Name | Bny Mellon Na |
Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Foundation | All organizations except 501(c)(3) |
Organization | Association |
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 | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $280,618 |
Amount of Income | $47,946 |
Form 990 Revenue Amount | $12,124 |
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 | $12,124 | $12,048 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $11,277 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $847 | |||
Total expenses and disbursements | $21,504 | $1,076 | $0 | $20,310 |
Compensation of officers, directors, trustees, etc. | $516 | |||
Total operating and administrative expenses | $1,475 | $1,076 | $281 | |
Contributions, gifts, grants paid | $20,029 | |||
Excess of revenue over expenses and disbursements | $-9,380 | |||
Net investment income | $10,972 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $262,937 | $361,222 |
Cash - non-interest-bearing | $-8,771 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $261,753 | |
Other | $9,955 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $262,937 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $847 |
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 | $110 |
Total credits and payments | $270 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $270 |
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 |
Overpayment | $160 |
Amount to be credited to 2013 estimated tax | $160 |
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 | $359,332 |
Net value of noncharitable-use assets | $353,940 |
Minimum investment return | $17,697 |
Distributable Amount (for 2012) | |
Distributable amount | $17,587 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $17,587 |
Undistributed income for 2012. This amount must be distributed in 2013 | $7,038 |
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 | Paul D Wasserott Foundation | PO BOX 349, Wilkes Barre, PA 18703-0349 | PA | 2003-02 | $2,503,376 |
2 | Paul E & Gertrude C Olen Charitable Tr, Mcfate Robert W & J Keebler Jr Ttee | PO BOX 407, Seneca, PA 16346-0407 | PA | 2003-08 | $81,636 |
3 | Paul E & June L Perry Tr Uw Charitable | PO BOX 247, Apollo, PA 15613-0247 | PA | $296,557 | |
4 | Paul E Beattie T U W | PO BOX 289, Jim Thorpe, PA 18229-0289 | PA | 2001-09 | $185,099 |
5 | Paul E Kelly Foundation | 109 Forrest Ave, Narberth, PA 19072-2295 | PA | 1976-08 | $1,227,999 |
6 | Paul Family Foundation | 323 Bainbridge St, Philadelphia, PA 19147-1542 | PA | 1997-05 | $7,209 |
7 | Paul G Benedum Jr Foundation | 223 4th Ave Ste 1500, Pittsburgh, PA 15222-1720 | PA | 1997-05 | $3,170,847 |
8 | Paul H And Marcia J M Woodruff Foundation Inc | 744 S Warren Ave, Malvern, PA 19355-3410 | PA | 2001-01 | $17,959 |
9 | Paul H Oneill Charitable Foundation 102891, Oneill Paul H And Nancy J Ttees | 3 Von Lent Pl, Pittsburgh, PA 15232-1444 | PA | 1992-12 | $5,972 |
10 | Paul Heckman Trust, Farmers & Merhcants Trust Co Ttee | PO BOX 6010, Chambersburg, PA 17201-6010 | PA | 2004-09 | $47,441 |
11 | Paul Isabel Fbo Newfields Library Tr 10682496005 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $47,946 | |
12 | Paul J Straley And Marjorie Istraley Charitable Foundation | 2031 Clarks Valley Rd, Dauphin, PA 17018-9551 | PA | 2007-08 | $59,714 |
13 | Paul K Barklow Trust Uw Fbo Wesley Chapel Un Methodist Ch & Trinity | 1 Fnb Blvd, Hermitage, PA 16148-3347 | PA | 2003-09 | $74,801 |
14 | Paul Kostkan Foundation Inc | 53 E State St, Albion, PA 16401-1110 | PA | 1988-05 | $2,838 |
15 | Paul L & Berta Klopsch Trust Fund 11013066 | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 1991-10 | $587,779 |
16 | Paul L Newman Foundation | 363 Sycamore Ave, Merion Sta, PA 19066-1538 | PA | 1994-06 | $141,571 |
17 | Paul L Ridall Trust Ua Dtd 3-14-83 Fbo Salvation Army Dr F V Costello, Dialysis Unit Am Cancer Society | C/O Susq Tr 1570 Manheim Pike Bx, Lancaster, PA 17604 | PA | 2004-05 | $6,871 |
18 | Paul Laurence Dunbar Community Center | 501 Fairground Hill Rd, Butler, PA 16001-7605 | PA | 2000-03 | $152,782 |
19 | Paul Lynch Foundation, Lynch Paul Ttee | 201 N Mercer St, New Castle, PA 16101-2226 | PA | 1998-12 | $17,391 |
20 | Paul M Kauffman Trust, Sterling Financial Trust Co | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 2008-06 | $14,481 |
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