Roswell R Robinson Trust U-Ind 14-1050-00-5 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
| Roswell R Robinson Trust U-Ind 14-1050-00-5 | |
| Employer Identification Number (EIN) | 046091629 |
| Name of Organization | Roswell R Robinson Trust U-Ind 14-1050-00-5 |
| In Care of Name | Boston Safe Deposit & Trust |
| 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 | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $919,227 |
| Amount of Income | $422,919 |
| Form 990 Revenue Amount | $18,376 |
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 | $35,447 | $35,388 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $16,353 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $19,094 | |||
| Total expenses and disbursements | $52,622 | $7,071 | $0 | $45,303 |
| Compensation of officers, directors, trustees, etc. | $10,971 | |||
| Total operating and administrative expenses | $11,742 | $7,071 | $4,423 | |
| Contributions, gifts, grants paid | $40,880 | |||
| Excess of revenue over expenses and disbursements | $-17,175 | |||
| Net investment income | $28,317 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $834,208 | $944,261 |
| 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 | $812,297 | |
| Other | $21,911 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $834,208 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $19,094 |
| 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 | $566 |
| Total credits and payments | $234 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $234 |
| 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 | $332 |
| 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 | $923,711 |
| Net value of noncharitable-use assets | $909,860 |
| Minimum investment return | $45,493 |
| Distributable Amount (for 2012) | |
| Distributable amount | $44,927 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $44,927 |
| 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 | Rmc Memorial Foundation | 992 Diane Dr, N Versailles, PA 15137-2435 | PA | 2010-06 | $28,748 |
| 2 | Roar On The Shore Inc | 2171 W 38th St, Erie, PA 16508-1925 | PA | 2011-06 | $482,500 |
| 3 | Robert H Kelly Trust Ui 14-1664-00-3 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $1,184,691 | |
| 4 | Robert I Glimcher Family Foundation, Robert I Glimcher - Ttee | One Mellon Center 500 Grant Street, Pittsburgh, PA 15219 | PA | 2007-06 | $320,841 |
| 5 | Robert L Bressler Charitable Tr | PO BOX 6010, Chambersburg, PA 17201-6010 | PA | 2009-10 | $347,912 |
| 6 | 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 |
| 7 | Robert Toland Trust Uw 05vg09565209 Fbo V N A | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $1,507 | |
| 8 | Robert Toland Trust Uw 5652-07 Fbo Chestnut Hill Hospital, Girard Bank Ttee | P O Box 185, Pittsburgh, PA 15230-0185 | PA | $9,387 | |
| 9 | Roman Desiderio Uw 108414lm046 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $1,048,617 | |
| 10 | Rosewood Apartments Inc | 7 E 7th St, Erie, PA 16501-1105 | PA | 2008-02 | $48,677 |
| 11 | Roswell R Robinson Trust U-Ind 14-1050-00-5 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $422,919 | |
| 12 | Rotary International, Rotary Club Of Central Chester County | Po Box 239, Lionville, PA 19353 | PA | 1942-09 | $0 |
| 13 | Rotary International, Central Perkiomen Rotary Club | Po Box 36, Schwenksville, PA 19473 | PA | 1942-09 | $33,340 |
| 14 | Rotary International, Cheltenham Rotary Club | 520 Arbor Rd, Cheltenham, PA 19012-1602 | PA | 1966-09 | $23,181 |
| 15 | Rotary International, Emmaus Rotary Club | 5235 Oakview Dr, Allentown, PA 18104-9205 | PA | 1966-09 | $80,058 |
| 16 | Rotary International Denver-Ephrata Area Pa | 29 S State St, Ephrata, PA 17522-2410 | PA | 1942-09 | $81,048 |
| 17 | Rotary International, Murrysville Export Rotary Club | PO BOX 503, Murrysville, PA 15668-0503 | PA | 1966-09 | $58,960 |
| 18 | Springfield Pa, Rotary Club Of Springfield | 500 Kerr Lane, Springfield, PA 19064 | PA | 1942-09 | $0 |
| 19 | Rotary International, Tunkhannock Rotary Club | PO BOX 325, Tunkhannock, PA 18657-0325 | PA | 2012-12 | $102,798 |
| 20 | Rotary International, Warrington Rotary Club | Po Box 135, Warrington, PA 18976 | PA | 1966-09 | $122,114 |
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