Tr Uind Alice P Chase 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in Pennsylvania
| Tr Uind Alice P Chase | |
| Employer Identification Number (EIN) | 046093897 |
| Name of Organization | Tr Uind Alice P Chase |
| In Care of Name | Boston Safe Deposit And Trust Co |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Activities | Gifts, grants, or loans to other organizations, Other school related activities |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 06/1958 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,906,646 |
| Amount of Income | $2,714,186 |
| Form 990 Revenue Amount | $101,509 |
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 | $224,441 | $222,964 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $106,197 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $118,244 | |||
| Total expenses and disbursements | $373,643 | $21,383 | $0 | $352,260 |
| Compensation of officers, directors, trustees, etc. | $30,475 | |||
| Total operating and administrative expenses | $33,643 | $21,383 | $12,260 | |
| Contributions, gifts, grants paid | $340,000 | |||
| Excess of revenue over expenses and disbursements | $-149,202 | |||
| Net investment income | $201,581 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,345,020 | $6,005,391 |
| 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 | $5,344,835 | |
| Other | $185 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $5,345,020 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $118,244 |
| 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 | $2,016 |
| Total credits and payments | $932 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $932 |
| 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 | $1,084 |
| 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 | $6,099,618 |
| Net value of noncharitable-use assets | $6,008,120 |
| Minimum investment return | $300,406 |
| Distributable Amount (for 2012) | |
| Distributable amount | $298,390 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $298,390 |
| 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 |
| Unrelated Trade or Business Income (for 2009) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $-679 | $0 | $-679 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $-6,401 | $0 | $-640 |
| Income (loss) from partnerships and S corporations | $-39 | $0 | $-39 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2009) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $-679 |
| Unrelated business taxable income before net operating loss deduction | $-679 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $-679 |
| Specific deduction | $0 |
| Write your review! |
|
|
| Recently Added Reviews |
| Allegheny Tax Society in Pittsburgh, PA |
Lifesitenews Com Inc in Pittsburgh, PA
  |
|
Newport Drive Properties in Pittsburgh, PA
|
| The Pittsburgh Project in Pittsburgh, PA |
| Cornerstone Church Of Clarion in Shippenville, PA |
|
Pink Hands Of Hope in Mechanicsburg, PA
|
| The Christine M Mccaffrey Community Emergency Fund in Langhorne, PA |
| Valley Asa Softball in Sayre, PA |
|
Rotary International, Altoona-Sunrise Rotary Club in Altoona, PA
|
|
Light Of The World Ministries in Philadelphia, PA
|
| Other organizations in Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Rjm Foundation, Macleer R J & Etals Ttees | 907 Robin Dr, West Chester, PA 19382-7617 | PA | 1992-09 | $4,313,567 |
| 2 | The Robert And Jane Toll Foundation | 250 Gibraltar Rd, Horsham, PA 19044-2323 | PA | 1993-02 | $702,786 |
| 3 | The Rocco And Nancy Ortenzio Family Foundation | 4718 Gettysburg Road - Suite, Mechanicsburg, PA 17055-4378 | PA | 1988-06 | $12,266,004 |
| 4 | The Second Mile | PO BOX 802, Lemont, PA 16851-0802 | PA | 1978-05 | $89,593 |
| 5 | The Society Of Clinical Research Associates Inc | 530 W Butler Ave Ste 109, Chalfont, PA 18914-3209 | PA | 1999-11 | $3,520,765 |
| 6 | The Village At Morrisons Cove, Dba Morrisons Cove Home | 429 S Market St, Martinsburg, PA 16662-1005 | PA | 1962-03 | $14,564,930 |
| 7 | The Warren V Musser Foundation | 435 Devon Park Dr Ste 500, Wayne, PA 19087-1939 | PA | 1981-03 | $926,576 |
| 8 | The@robert And Angela Ortenzio Family Foundation, Ortenzio Robert A Et Al Ttee | 4718 Gettysburg Road - Suite, Mechanicsburg, PA 17055-4378 | PA | 2004-01 | $2,808,274 |
| 9 | Therapeutic Riding Of Erie County | 8342 Platz Rd, Fairview, PA 16415-2821 | PA | 1985-05 | $117,764 |
| 10 | Thomas Marshall Foundation, Marshall Thomas Ttee | 441 Division St Ste 202, Sewickley, PA 15143-1774 | PA | 1995-11 | $1,572,397 |
| 11 | Tr Uind Alice P Chase | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1958-06 | $2,714,186 |
| 12 | Train Collectors Association | PO BOX 248, Strasburg, PA 17579-0248 | PA | 1975-05 | $1,556,553 |
| 13 | Truman-Hess Memorial Fund F B O Chautauqua Fndn Inc 10262042140, Truman H For Chautaququa Inst Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2001-09 | $1,761,461 |
| 14 | Truth For Women Inc | 3400 Bath Pike Ste 110, Bethlehem, PA 18017-2466 | PA | 2005-04 | $270,829 |
| 15 | Turner Family Foundation | 799 Grubbs Mill Rd, Berwyn, PA 19312-1519 | PA | 1995-01 | $2,901,222 |
| 16 | Two Rivers Health & Wellness Foundation | 1101 Northampton St Ste 101, Easton, PA 18042-4152 | PA | 1991-02 | $4,515,834 |
| 17 | Tzedakah Foundation | 124 Sibley Ave, Ardmore, PA 19003-2312 | PA | 2001-09 | $591,384 |
| 18 | Union City Volunteer Fire Department | 50 2nd Ave, Union City, PA 16438-1244 | PA | 1992-02 | $166,309 |
| 19 | Union County Historical Society | 103 S 2nd St, Lewisburg, PA 17837-1903 | PA | 1978-06 | $111,378 |
| 20 | Union Fire Co 1 | 315 Market St, Oxford, PA 19363-1669 | PA | 1995-12 | $632,588 |
Organization representatives - add corrected or new information about Tr Uind Alice P Chase »
Non-representatives - add comments about Tr Uind Alice P Chase»