Edna R Heisey Charitable Trust, 7121bn 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
| Edna R Heisey Charitable Trust, 7121bn | |
| Employer Identification Number (EIN) | 256639642 |
| Name of Organization | Edna R Heisey Charitable Trust |
| Secondary Name | 7121bn |
| In Care of Name | Mellon Bank Na |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2000 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| 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 | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $94,303 |
| Amount of Income | $98,165 |
| Form 990 Revenue Amount | $1,683 |
Non-representatives - add comments:
Expenses 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 | $-7,966 | $832 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $832 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $6,347 | $1,072 | $0 | $5,275 |
| Compensation of officers, directors, trustees, etc. | $1,787 | |||
| Total operating and administrative expenses | $1,787 | $1,072 | $715 | |
| Contributions, gifts, grants paid | $4,560 | |||
| Excess of revenue over expenses and disbursements | $-14,313 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $94,303 | $94,303 |
| 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 | $0 | |
| Other | $94,303 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $94,303 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-8,798 |
| 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 | $0 |
| Total credits and payments | $12 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $12 |
| 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 | $12 |
| Amount to be credited to 2013 estimated tax | $12 |
| 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 | $91,599 |
| Net value of noncharitable-use assets | $90,220 |
| Minimum investment return | $4,511 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,511 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,511 |
| 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 | Edith Rudolphy Residence For The Blind | 3827 Powelton Ave, Philadelphia, PA 19104-5100 | PA | 1976-10 | $186,178 |
| 2 | Edith Seville Coale Md Scholarship Trust Uw 005156-01 | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 1970-12 | $375,494 |
| 3 | Edmund Bridge Tr Uw 10101784007 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $89,343 |
| 4 | Edna G Kynett Memorial Foundation | 16 E Lancaster Ave Plaza 16 Ste 102, Ardmore, PA 19003 | PA | 1957-05 | $3,813,930 |
| 5 | Edna G Potter Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1999-02 | $138,951 |
| 6 | Edna H Tompkins Trust 10-9481-00-2, Company | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1987-12 | $655,747 |
| 7 | Edna Letto Trust Fbo Trinity Hills United Church Of Christ | C/O Pnc Bank 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 1990-12 | $833,693 |
| 8 | Edna M Quist Tw | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 1996-10 | $108,382 |
| 9 | Edna M Sheary For Charity | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1993-06 | $-199 |
| 10 | Edna May Aucker Scholarship Trust, Omega Bank Ttee | PO BOX 57, Selinsgrove, PA 17870-0057 | PA | 2007-05 | $21,307 |
| 11 | Edna R Heisey Charitable Trust, 7121bn | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2000-05 | $98,165 |
| 12 | Edna Stanley Char Tr Uw | PO BOX 6010, Chambersburg, PA 17201-6010 | PA | 2005-07 | $111,784 |
| 13 | Edsys Inc, City Charter High School | 201 Stanwix St Ste 100, Pittsburgh, PA 15222-1365 | PA | 2002-03 | $10,116,139 |
| 14 | Educating Communities For Parenting | 919 Walnut St Fl 10, Philadelphia, PA 19107-5201 | PA | 1986-03 | $640,240 |
| 15 | Educating Teens About Hiv-Aids | 1425 Pennsylvania Ave, Pittsburgh, PA 15233-1418 | PA | 2007-11 | $20,632 |
| 16 | Education Alternatives Inc, Gateway School Of Lehigh Vly 1637 | 424 Center St, Bethlehem, PA 18018-6019 | PA | 1992-04 | $34,909 |
| 17 | Education And Research Centre Inc, Park Forest Montessori School | 11 N Barkway Ln, State College, PA 16803-2102 | PA | 1978-09 | $84,203 |
| 18 | Education Association Of Norristown Area Scholarship Tr | 805 Irenic Ct, Norristown, PA 19403-4426 | PA | 1998-05 | $0 |
| 19 | Education Association Of Norrsitown Area | 82 N Savanna Dr, Pottstown, PA 19465-6602 | PA | 1993-12 | $59,675 |
| 20 | Education For Alternative Economics | 559 Carpenter Ln, Philadelphia, PA 19119-3402 | PA | 1998-03 | $8,088 |
Organization representatives - add corrected or new information about Edna R Heisey Charitable Trust, 7121bn »
Non-representatives - add comments about Edna R Heisey Charitable Trust, 7121bn»