Warren Frances Knowles Tr U Agree 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
| Warren Frances Knowles Tr U Agree | |
| Employer Identification Number (EIN) | 046093520 |
| Name of Organization | Warren Frances Knowles Tr U Agree |
| In Care of Name | Bny Mellon Na |
| 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) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $532,199 |
| Amount of Income | $113,085 |
| Form 990 Revenue Amount | $11,004 |
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 | $11,004 | $10,762 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,978 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,026 | |||
| Total expenses and disbursements | $31,886 | $2,174 | $0 | $29,568 |
| Compensation of officers, directors, trustees, etc. | $2,906 | |||
| Total operating and administrative expenses | $3,515 | $2,174 | $1,197 | |
| Contributions, gifts, grants paid | $28,371 | |||
| Excess of revenue over expenses and disbursements | $-20,882 | |||
| Net investment income | $8,588 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $524,532 | $567,555 |
| 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 | $512,612 | |
| Other | $11,920 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $524,532 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,026 |
| 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 | $86 |
| Total credits and payments | $156 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $156 |
| 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 | $70 |
| Amount to be credited to 2013 estimated tax | $70 |
| 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 | $550,542 |
| Net value of noncharitable-use assets | $542,280 |
| Minimum investment return | $27,114 |
| Distributable Amount (for 2012) | |
| Distributable amount | $27,028 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $27,028 |
| 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 | Warren Anthems Inc | 7 E 7th St, Erie, PA 16501-1105 | PA | 2003-04 | $53,727 |
| 2 | Warren Area Student Union Inc | 330 Hickory St, Warren, PA 16365-2231 | PA | 1999-02 | $41,634 |
| 3 | Warren Concert Association | PO BOX 844, Warren, PA 16365-0844 | PA | 1969-02 | $47,188 |
| 4 | Warren County Christian School | 165 Mead Run Rd, Youngsville, PA 16371-1917 | PA | 1979-05 | $305,093 |
| 5 | Warren County Education Association | 347 East 5th Ave, Warren, PA 16365 | PA | $0 | |
| 6 | Warren County Memorial Park | 20050 Route 6, Warren, PA 16365-3655 | PA | 1961-02 | $395,988 |
| 7 | Warren County Visitors Bureau Inc | 22045 Route 6, Warren, PA 16365-7952 | PA | 1968-11 | $156,534 |
| 8 | Warren Electric Cooperative Inc | 320 E Main St, Youngsville, PA 16371-1126 | PA | 1942-12 | $9,036,695 |
| 9 | Warren Family Foundation | 108 Hunt Club Dr, Collegeville, PA 19426-3969 | PA | 2005-11 | $1 |
| 10 | Warren Family Foundation | PO BOX 446, Solebury, PA 18963-0446 | PA | 2009-02 | $124 |
| 11 | Warren Frances Knowles Tr U Agree | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $113,085 |
| 12 | Warren Frances Knowles Trust U Ind 14-3171-0007 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1972-10 | $1,592,512 |
| 13 | Warren Lodge No 109 Loyal Order Of Moose, 109 | 422 Pennsylvania Ave W, Warren, PA 16365-2238 | PA | 1972-09 | $1,057,756 |
| 14 | Allegheny Community Center | 42 Clark St, Warren, PA 16365-2524 | PA | 1998-01 | $176,071 |
| 15 | Warren Twp Volunteer Fire Dept | 660 Painter Rd, Rome, PA 18837 | PA | 1955-09 | $76,672 |
| 16 | Warren-Forest Higher Education Council Inc | 589 Hospital Dr Ste F, Warren, PA 16365-4875 | PA | 1985-10 | $1,499,826 |
| 17 | Warrington Community Ambulance Corp | 1140 Easton Rd, Warrington, PA 18976-1817 | PA | 1973-03 | $933,201 |
| 18 | Warrington Soccer Club Inc | PO BOX 605, Warrington, PA 18976-0605 | PA | 1987-07 | $446,512 |
| 19 | Warrior Ice Hockey Club | 12049 Alnic Court, Glen Rock, PA 17327 | PA | 2009-03 | $0 |
| 20 | Warrior Run Fort Freeland Heritage Society | PO BOX 26, Turbotville, PA 17772 | PA | 1986-03 | $0 |
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