Hattie Martin Trust, Pnc Bank Na 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
| Hattie Martin Trust, Pnc Bank Na | |
| Employer Identification Number (EIN) | 216010368 |
| Name of Organization | Hattie Martin Trust |
| Secondary Name | Pnc Bank Na |
| Address | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 03/2006 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $90,442 |
| Amount of Income | $3,124 |
| Form 990 Revenue Amount | $3,124 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $3,124 | $3,124 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,860 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $264 | |||
| Total expenses and disbursements | $3,571 | $271 | $0 | $3,143 |
| Compensation of officers, directors, trustees, etc. | $285 | |||
| Total operating and administrative expenses | $692 | $271 | $264 | |
| Contributions, gifts, grants paid | $2,879 | |||
| Excess of revenue over expenses and disbursements | $-447 | |||
| Net investment income | $2,853 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $90,442 | $91,913 |
| 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 | $88,198 | |
| Other | $2,244 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $90,442 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $264 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $57 |
| Total credits and payments | $80 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $80 |
| 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 | $23 |
| Amount to be credited to 2012 estimated tax | $23 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $95,369 |
| Net value of noncharitable-use assets | $93,940 |
| Minimum investment return | $4,697 |
| Distributable Amount (for 2011) | |
| Distributable amount | $4,640 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $4,640 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $2,921 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Hannah Richardson 1 Trust 35350070615291 | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $514 |
| 2 | Harper N Steward 69758 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $79,084 |
| 3 | Harriet Elizabeth Clark 016623 | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 2006-03 | $925,402 |
| 4 | Harriet R Bliss Paragraph Xxxi, Marine National Bank | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | 2006-03 | $1,091,118 |
| 5 | Harry C & Winona M Cole | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $97,128 |
| 6 | Harry Crandall Memorial Fund | Pnc Bank 620 Liberty Ave No 10thfl, Pittsburgh, PA 15222 | PA | 2006-03 | $22,291 |
| 7 | Harry Heasley | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | $698,524 | |
| 8 | Harry Weiss Est 021568-3, Pittsburgh National Bank | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $96,873 |
| 9 | Harvey Beabes For Geiger Comm Ce | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-04 | $30,137 |
| 10 | Harvey M Cassidy | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-03 | $9,328 |
| 11 | Hattie Martin Trust, Pnc Bank Na | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $3,124 |
| 12 | Jones Family Charitable Foundation Inc | 40 Bassett Hunt Ln, Glenmoore, PA 19343-1335 | PA | 2011-08 | $512,255 |
| 13 | John More Association Inc | Po Box 63, Wind Gap, PA 18091 | PA | 2010-01 | $0 |
| 14 | International Alliance For Children | 619 Abbe Ct, Freemansburg, PA 18017 | PA | 2007-12 | $0 |
| 15 | Haverford Township Civic Council | 1300 Delmont Ave, Havertown, PA 19083 | PA | 1984-11 | $91,347 |
| 16 | Hazel Updegrove Tr Uw Fbo Trinity Evangel United Erethren Church | C/O Pnc Bank 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 2006-03 | $2,967 |
| 17 | Hazleton Area Football League Inc | Po Box 2314, Hazleton, PA 18201 | PA | 2009-09 | $0 |
| 18 | Hearts Touching Hearts Ministry | 6622 N 16th St, Philadelphia, PA 19126-2724 | PA | 2008-04 | $7,050 |
| 19 | Heasley For Grove City College | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $196,578 | |
| 20 | Helen H Fritz 2 For Veterans, Provident Natl Bank Trustee | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 2006-03 | $2,713 |
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