Dean Welfare Trust Tr U Decl 10148312002 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
| Dean Welfare Trust Tr U Decl 10148312002 | |
| Employer Identification Number (EIN) | 046046890 |
| Name of Organization | Dean Welfare Trust Tr U Decl 10148312002 |
| In Care of Name | Mellon Tr Of New England |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Activities | School, college, trade school, etc., Gifts, grants, or loans to other organizations, Hospital |
| Subsection | Charitable Organization |
| Ruling Date | 09/1937 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| 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 | $907,165 |
| Amount of Income | $308,542 |
| Form 990 Revenue Amount | $43,161 |
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 | $43,161 | $43,068 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $17,299 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $25,862 | |||
| Total expenses and disbursements | $56,879 | $3,978 | $0 | $52,140 |
| Compensation of officers, directors, trustees, etc. | $5,263 | |||
| Total operating and administrative expenses | $6,879 | $3,978 | $2,140 | |
| Contributions, gifts, grants paid | $50,000 | |||
| Excess of revenue over expenses and disbursements | $-13,718 | |||
| Net investment income | $39,090 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $851,966 | $957,742 |
| 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 | $812,272 | |
| Other | $39,694 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $851,966 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $25,862 |
| 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 | $782 |
| Total credits and payments | $962 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $962 |
| 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 | $180 |
| Amount to be credited to 2013 estimated tax | $180 |
| 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 | $976,822 |
| Net value of noncharitable-use assets | $962,180 |
| Minimum investment return | $48,109 |
| Distributable Amount (for 2012) | |
| Distributable amount | $47,327 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $47,327 |
| 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 | $-630 | $0 | $-630 |
| 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 | $-594 | $0 | $-594 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $0 | $0 | $0 |
| 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 | $-36 | $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 | $-630 |
| Unrelated business taxable income before net operating loss deduction | $-630 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $-630 |
| Specific deduction | $0 |
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| Other organizations in Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Counselling Services Center Of Southeastern Erie County Inc | 45 E Washington St, Corry, PA 16407-1638 | PA | 1978-02 | $3,222,634 |
| 2 | Crisis Pregnancy Center Of The Lehigh Valley, Care Net Pregnancy Centers | 1034 Hamilton St, Allentown, PA 18101-1022 | PA | 1985-09 | $555,640 |
| 3 | Crispus Attucks Community Center | 407 Howard Ave, Lancaster, PA 17602-4419 | PA | 1981-12 | $457,718 |
| 4 | Crystal Lake Camps Inc | 1676 Crystal Lake Rd, Hughesville, PA 17737-8749 | PA | 1987-01 | $598,568 |
| 5 | Custer Musser Memorial Fund Ud 11609-00 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $3,179,501 | |
| 6 | Daguerreian Society | PO BOX 306, Cecil, PA 15321-0306 | PA | 1993-04 | $123,588 |
| 7 | Daniel G Hartman Charitable Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1993-09 | $4,574,542 |
| 8 | Daniel M Dull Tr Uw 10170173bn7 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1973-09 | $870,779 |
| 9 | Danville Ambulance Service Incorporated | 12 A St, Danville, PA 17821-1602 | PA | 1965-08 | $2,438,548 |
| 10 | David George Jones Charitable Remainder Unitrust | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1989-02 | $858,759 |
| 11 | Dean Welfare Trust Tr U Decl 10148312002 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1937-09 | $308,542 |
| 12 | Delaware Valley Golden Retriever Rescue Inc | 60 Vera Cruz Rd, Reinholds, PA 17569-9713 | PA | 1995-01 | $1,864,174 |
| 13 | Demuth Foundation | 120 E King St, Lancaster, PA 17602-2832 | PA | 1983-05 | $731,589 |
| 14 | Dollar Energy Fund Inc | PO BOX 42329, Pittsburgh, PA 15203-0329 | PA | 1983-09 | $17,216,534 |
| 15 | Domestic Violence Center Of Chester County | PO BOX 832, West Chester, PA 19381-0832 | PA | 1998-06 | $1,735,654 |
| 16 | Donald J Rosato Charitable Foundation, Rosato Donald J Ttee | 176 E Conestoga Rd, Devon, PA 19333-1211 | PA | 1994-05 | $40,078 |
| 17 | Door Way Inc | 10 California Ave, Pittsburgh, PA 15202-2331 | PA | 1990-10 | $90,870 |
| 18 | Dorothy Strelsin Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1990-07 | $3,654,230 |
| 19 | Doylestown Fire Co No 1 | 68 Shewell Ave, Doylestown, PA 18901-3751 | PA | 1981-10 | $2,096,855 |
| 20 | Dreamwrights Youth & Family Theatre | 100 Carlisle Ave, York, PA 17401-3237 | PA | 1997-06 | $470,012 |
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