Susanna K Tobey Trust Uw 10 1518 00 9 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
| Susanna K Tobey Trust Uw 10 1518 00 9 | |
| Employer Identification Number (EIN) | 046091874 |
| Name of Organization | Susanna K Tobey Trust Uw 10 1518 00 9 |
| 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) |
| 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 | $742,908 |
| Amount of Income | $339,740 |
| Form 990 Revenue Amount | $9,989 |
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 | $18,731 | $18,682 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $13,176 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $5,555 | |||
| Total expenses and disbursements | $47,916 | $6,650 | $0 | $41,159 |
| Compensation of officers, directors, trustees, etc. | $10,434 | |||
| Total operating and administrative expenses | $11,166 | $6,650 | $4,409 | |
| Contributions, gifts, grants paid | $36,750 | |||
| Excess of revenue over expenses and disbursements | $-29,185 | |||
| Net investment income | $12,032 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $668,520 | $757,669 |
| 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 | $657,795 | |
| Other | $10,725 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $668,520 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,555 |
| 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 | $120 |
| Total credits and payments | $129 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $129 |
| 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 | $9 |
| Amount to be credited to 2013 estimated tax | $9 |
| 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 | $744,841 |
| Net value of noncharitable-use assets | $733,660 |
| Minimum investment return | $36,683 |
| Distributable Amount (for 2012) | |
| Distributable amount | $36,563 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $36,563 |
| 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 | Supreme Cootiette Club Of The United States | Po Box 459, Tyrone, PA 16686 | PA | 1968-04 | $104,051 |
| 2 | Supreme Council Benevolent Foundation Inc | 1514 Fitzwater St 20, Philadelphia, PA 19146-2133 | PA | 1992-11 | $88,495 |
| 3 | Surgical Associates Research And Educational Foundation One Childre | 34th Street Civic Center Blvd, Philadelphia, PA 19104 | PA | 1982-01 | $4,844,078 |
| 4 | Surgical Center Of York Inc | 1750 Fifth Avenue, York, PA 17403-2607 | PA | 1989-08 | $133,073 |
| 5 | Suris Agape Foundation | 9931 Birchwood Ln, Waynesboro, PA 17268-8200 | PA | 2007-07 | $0 |
| 6 | Surrey Services For Seniors Inc | 60 Surrey Way, Devon, PA 19333-1464 | PA | 1990-08 | $6,485,123 |
| 7 | Survivors Inc | PO BOX 3572, Gettysburg, PA 17325-0572 | PA | 1985-11 | $615,963 |
| 8 | Safe Haven Of Pike County Inc | 402 Broad St, Milford, PA 18337-1509 | PA | 1993-02 | $455,098 |
| 9 | Susan Hess Modern Dance Inc | 508 Spruce Street, Philadelphia, PA 19106 | PA | 1987-07 | $82,109 |
| 10 | Susan P Byrnes Health Education Center Inc | 515 S George St, York, PA 17401-2723 | PA | 1990-04 | $2,426,548 |
| 11 | Susanna K Tobey Trust Uw 10 1518 00 9 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $339,740 | |
| 12 | Susq-Cyber Charter School | 240 Market St Box 1a Suite 15, Bloomsburg, PA 17815-1770 | PA | 1999-03 | $1,705,467 |
| 13 | Susquehanna Area Senior Center Inc | 2427 Craley Rd, Wrightsville, PA 17368-8922 | PA | 1986-03 | $109,238 |
| 14 | Susquehanna Art Museum | 300 North St 5th Floor, Harrisburg, PA 17120-0101 | PA | 1989-09 | $279,916 |
| 15 | Susquehanna Chorale Inc | 1 College Ave Ste 3025, Mechanicsburg, PA 17055-6807 | PA | 1984-08 | $159,791 |
| 16 | Susquehanna County Interfaith | 45 Public Ave, Montrose, PA 18801-1219 | PA | 2002-01 | $264,388 |
| 17 | Susquehanna County Literacy Program Inc | 17544 State Route 11 Suite 2, New Milford, PA 18834-7729 | PA | 1991-10 | $21,247 |
| 18 | Susquehanna Economic Development Association, Seda Foundation Inc | 201 Furnace Rd, Lewisburg, PA 17837-8043 | PA | 1970-12 | $246,711 |
| 19 | Susquehanna Emergency Health Services Council Inc, Service Council | 44 Universal Rd, Selinsgrove, PA 17870-8630 | PA | 1989-10 | $388,948 |
| 20 | Susquehanna Folk Music Society Inc | 378 Old York Rd, New Cumberlnd, PA 17070-3152 | PA | 1987-05 | $93,092 |
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