Anna Lee Dailey Obrien Trust 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
| Anna Lee Dailey Obrien Trust | |
| Employer Identification Number (EIN) | 616127089 |
| Name of Organization | Anna Lee Dailey Obrien Trust |
| In Care of Name | Citizens Fidelity Band-Hardin Co |
| Address | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 |
| 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 | Organization terminating its private foundation status under section 507(b)(1)(B) of the Code |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $51,884 |
| Amount of Income | $5,950 |
| Form 990 Revenue Amount | $2,147 |
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 | $2,284 | $2,068 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $1,945 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $3 | |||
| Other | $334 | |||
| Total expenses and disbursements | $10,056 | $262 | $0 | $9,774 |
| Compensation of officers, directors, trustees, etc. | $276 | |||
| Total operating and administrative expenses | $7,568 | $262 | $7,286 | |
| Contributions, gifts, grants paid | $2,488 | |||
| Excess of revenue over expenses and disbursements | $-7,772 | |||
| Net investment income | $1,806 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $51,884 | $56,658 |
| 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 | $51,380 | |
| Other | $504 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $51,884 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $334 |
| 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 | $18 |
| Total credits and payments | $40 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $40 |
| 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 | $22 |
| Amount to be credited to 2013 estimated tax | $20 |
| 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 | $62,250 |
| Net value of noncharitable-use assets | $61,320 |
| Minimum investment return | $3,066 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,048 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,048 |
| 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 |
| 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 | Anna Dale Thomas Charitable Tr Uw | 2 N Main St, Mifflintown, PA 17059-1003 | PA | 2003-03 | $69,804 |
| 2 | Anna E Finger Ruth F Gordon Memorial Trust | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1968-11 | $30,522 |
| 3 | Anna Foundation Inc, Assoc For Needy & Neglected Animals | 1555 E 10th St, Erie, PA 16511-1712 | PA | 2005-07 | $862,435 |
| 4 | Anna H Huntington Trust 2 676560 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $52,099 | |
| 5 | Anna H Wilstach Trust Uw | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1973-11 | $169,553 |
| 6 | Anna Harvey Tekulsky Tr U/D 15-0242-00-6 | PO BOX 185, Pittsburgh, PA 15230 | PA | 1976-08 | $178,545 |
| 7 | Anna J Barnes Uw 445005 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $67,923 | |
| 8 | Anna J Wheeler Etal T/A 43-0211-00-3 | 1600 Market St, Philadelphia, PA 19103-7240 | PA | 1975-09 | $13,691 |
| 9 | Anna Korchnak Hobar & George Hobar Sr Memorial Fund | PO BOX 520, Johnstown, PA 15907-0520 | PA | 1994-08 | $22,242 |
| 10 | Anna L Smith Charitable Tr | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1998-11 | $10,303 |
| 11 | Anna Lee Dailey Obrien Trust | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | $5,950 | |
| 12 | Anna M Wolf Charitable Tr | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | $85,482 | |
| 13 | Anna Marie Helbing Tr For Nursing Education Uw | PO BOX 289, Jim Thorpe, PA 18229-0289 | PA | 2001-07 | $100,530 |
| 14 | Anna Mccahan Illman Fund Uw | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1977-01 | $171,952 |
| 15 | Anna R Overdeer T/W F/B/O U Of Del | 1600 Market St Tax Department, Philadelphia, PA 19103-7240 | PA | 1977-12 | $146,586 |
| 16 | Anna R Waterman Trust U W 001018-01 | Pnc Bank Na -1600 Market St - Tax, Philadelphia, PA 19103 | PA | 1973-02 | $3,665,473 |
| 17 | Anna Schulman Char Tr Uw | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | 1991-08 | $89,720 |
| 18 | Anna T Jeanes Foundation | 7600 Central Ave, Philadelphia, PA 19111-2442 | PA | 1982-06 | $157,721 |
| 19 | Anna W Breitigan Tr Ua | C/O Susq Tr 1570 Manheim Pike Bx, Lancaster, PA 17604 | PA | 2005-07 | $3,939 |
| 20 | Annabelle Bennett Tr Uw Fbo Five Rivers Council | Citizens Northern Bk Trustee 90-92, Wellsboro, PA 16901 | PA | 2001-04 | $193,995 |
Organization representatives - add corrected or new information about Anna Lee Dailey Obrien Trust »
Non-representatives - add comments about Anna Lee Dailey Obrien Trust»