Robert H Kelly Trust Ui 14-1664-00-3 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
| Robert H Kelly Trust Ui 14-1664-00-3 | |
| Employer Identification Number (EIN) | 046091916 |
| Name of Organization | Robert H Kelly Trust Ui 14-1664-00-3 |
| In Care of Name | Bank Of New York Mellon |
| 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) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,628,150 |
| Amount of Income | $1,184,691 |
| Form 990 Revenue Amount | $51,240 |
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 | $98,712 | $98,575 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $45,532 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $53,180 | |||
| Total expenses and disbursements | $157,520 | $13,095 | $0 | $144,127 |
| Compensation of officers, directors, trustees, etc. | $19,572 | |||
| Total operating and administrative expenses | $21,257 | $13,095 | $7,864 | |
| Contributions, gifts, grants paid | $136,263 | |||
| Excess of revenue over expenses and disbursements | $-58,808 | |||
| Net investment income | $85,480 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,318,415 | $2,632,802 |
| 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 | $2,270,144 | |
| Other | $48,271 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,318,415 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $53,180 |
| 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 | $1,710 |
| Total credits and payments | $772 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $772 |
| 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 | $938 |
| 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 | $2,579,870 |
| Net value of noncharitable-use assets | $2,541,180 |
| Minimum investment return | $127,059 |
| Distributable Amount (for 2012) | |
| Distributable amount | $125,349 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $125,349 |
| 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 | Richfield Ambulance League Inc | PO BOX 236, Richfield, PA 17086-0236 | PA | 2009-06 | $144,189 |
| 2 | Richfield Volunteer Fire Co | PO BOX 236, Richfield, PA 17086-0236 | PA | 2009-06 | $75,264 |
| 3 | Ridgebury Volunteer Fire Company | 13248 Berwick Tpke, Gillett, PA 16925-9114 | PA | 2011-05 | $143,500 |
| 4 | Rift Valley Childrens Fund-Usa Inc | 421 Conshohocken State Rd, Bala Cynwyd, PA 19004 | PA | 2011-02 | $0 |
| 5 | Riggs Family Foundation | PO BOX 86, Boswell, PA 15531-0086 | PA | 2009-10 | $135,697 |
| 6 | Rininger-Hartle, Vfw Post 9219 | 219 Ferguson Rd, Schellsburg, PA 15559-8938 | PA | 2011-03 | $433,664 |
| 7 | Riverside Baseball Federation | 935 Beaver Grade Road, Moon Township, PA 15108-2747 | PA | 2012-04 | $85,397 |
| 8 | Riverview Education Association | 100 Hulton Rd, Oakmont, PA 15139-1943 | PA | 2011-04 | $30,604 |
| 9 | Rmc Memorial Foundation | 992 Diane Dr, N Versailles, PA 15137-2435 | PA | 2010-06 | $28,748 |
| 10 | Roar On The Shore Inc | 2171 W 38th St, Erie, PA 16508-1925 | PA | 2011-06 | $482,500 |
| 11 | Robert H Kelly Trust Ui 14-1664-00-3 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $1,184,691 | |
| 12 | Robert I Glimcher Family Foundation, Robert I Glimcher - Ttee | One Mellon Center 500 Grant Street, Pittsburgh, PA 15219 | PA | 2007-06 | $320,841 |
| 13 | Robert L Bressler Charitable Tr | PO BOX 6010, Chambersburg, PA 17201-6010 | PA | 2009-10 | $347,912 |
| 14 | Robert Mclean & Jennifer & Edward Kelly Foundation 07222009, Michael M Kelly Et Al Ttees | PO BOX 698, Holicong, PA 18928-0698 | PA | 2010-03 | $154,910 |
| 15 | Robert Toland Trust Uw 05vg09565209 Fbo V N A | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $1,507 | |
| 16 | Robert Toland Trust Uw 5652-07 Fbo Chestnut Hill Hospital, Girard Bank Ttee | P O Box 185, Pittsburgh, PA 15230-0185 | PA | $9,387 | |
| 17 | Roman Desiderio Uw 108414lm046 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $1,048,617 | |
| 18 | Rosewood Apartments Inc | 7 E 7th St, Erie, PA 16501-1105 | PA | 2008-02 | $48,677 |
| 19 | Roswell R Robinson Trust U-Ind 14-1050-00-5 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $422,919 | |
| 20 | Rotary International, Rotary Club Of Central Chester County | Po Box 239, Lionville, PA 19353 | PA | 1942-09 | $0 |
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