Adelaide Willett Trust 10-14-2977-00-8 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
| Adelaide Willett Trust 10-14-2977-00-8 | |
| Employer Identification Number (EIN) | 046092398 |
| Name of Organization | Adelaide Willett Trust 10-14-2977-00-8 |
| In Care of Name | Mellon Trust New England |
| 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 | 10/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $159,381 |
| Amount of Income | $74,967 |
| Form 990 Revenue Amount | $103 |
Non-representatives - add comments:
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 | $2,707 | $2,894 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,910 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $9,474 | $1,591 | $0 | $7,865 |
| Compensation of officers, directors, trustees, etc. | $2,508 | |||
| Total operating and administrative expenses | $2,612 | $1,591 | $1,003 | |
| Contributions, gifts, grants paid | $6,862 | |||
| Excess of revenue over expenses and disbursements | $-6,767 | |||
| Net investment income | $1,303 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $146,923 | $167,627 |
| 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 | $145,517 | |
| Other | $1,406 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $146,923 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-203 |
| 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 | $13 |
| Total credits and payments | $24 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $24 |
| 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 | $11 |
| Amount to be credited to 2013 estimated tax | $11 |
| 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 | $169,084 |
| Net value of noncharitable-use assets | $166,540 |
| Minimum investment return | $8,327 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,314 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,314 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $7,310 |
| 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 | Accessible Dental Services Inc | 100 Passavant Way, Pittsburgh, PA 15238-1318 | PA | 2008-09 | $1,657,486 |
| 2 | Acf Holding Company Inc | 303 W Lancaster Ave Ste 265, Wayne, PA 19087-3938 | PA | 1997-03 | $1,521,947 |
| 3 | Acorn2oaks Inc | PO BOX 54, Zelienople, PA 16063-0054 | PA | 2008-05 | $126,665 |
| 4 | Act In Faith Of Greater West Chester | 212 S High St, West Chester, PA 19382-3404 | PA | 2011-02 | $124,311 |
| 5 | Acting Antics Inc | 3 Ravine Rd, Malvern, PA 19355-1941 | PA | 2007-03 | $105,439 |
| 6 | American Lacrosse Conference | 443 Erica Dr, Erie, PA 16509-7805 | PA | 2003-08 | $21,712 |
| 7 | Anna Blauser Tr No 230050, National City Bank | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | $67,610 | |
| 8 | Anna Lawler Charitable Tr | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 2009-11 | $827,728 |
| 9 | Adam R Spector Foundation | 1535 Waverly Rd, Gladwyne, PA 19035-1226 | PA | 2010-02 | $50,719 |
| 10 | Adams County School Of Musical Theatre Inc | 49 York St, Gettysburg, PA 17325-2302 | PA | 2009-03 | $146,674 |
| 11 | Adelaide Willett Trust 10-14-2977-00-8 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $74,967 | |
| 12 | Adhyatmik Foundation Inc | 106 Crestview Ct, Hawley, PA 18428-4045 | PA | 2002-07 | $23,200 |
| 13 | Adults With Autism Living With Independence Value And Esteem | 646 Vernon Rd, Springfield, PA 19064-2020 | PA | 2008-03 | $90,395 |
| 14 | Aegean Conferences Inc | 630 Pine St, Philadelphia, PA 19106-4109 | PA | 2009-10 | $1,183,655 |
| 15 | After School Activities Partnerships | 1520 Locust St Ste 1104, Philadelphia, PA 19102-4407 | PA | 2009-02 | $577,290 |
| 16 | Agatha A Durland Trust Uw | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $657,132 |
| 17 | Ajiri Foundation | PO BOX 162, Uppr Blck Edy, PA 18972-0162 | PA | 2010-04 | $13,277 |
| 18 | Alaw Ogden Gardens Inc | 2042-48 Arch Street, Philadelphia, PA 19103-1470 | PA | 2009-09 | $23,530 |
| 19 | Albert G Bauer Trust 68560 Nect | 620 Liberty Avenue No 10 Fl, Pittsburgh, PA 15222-2722 | PA | 2010-08 | $1,551,131 |
| 20 | Albert S & Mary Guiles Krieger Foundation | PO BOX 58, Wellsboro, PA 16901-0058 | PA | 2009-02 | $327,824 |
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