Helen Walcott Stockwell Tr Uw 10101998003 in Pittsburg, 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
| Helen Walcott Stockwell Tr Uw 10101998003 | |
| Employer Identification Number (EIN) | 046092050 |
| Name of Organization | Helen Walcott Stockwell Tr Uw 10101998003 |
| In Care of Name | Mellon Bank Na |
| Address | PO BOX 185, Pittsburg, 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) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2013 |
| Assets | $500,000 to $999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $952,650 |
| Amount of Income | $552,815 |
| Form 990 Revenue Amount | $45,581 |
Non-representatives - add comments:
Revenue for 2012
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 | $45,581 | $45,309 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $18,201 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $27,380 | |||
| Total expenses and disbursements | $57,506 | $6,911 | $0 | $50,495 |
| Compensation of officers, directors, trustees, etc. | $10,642 | |||
| Total operating and administrative expenses | $15,003 | $6,911 | $7,992 | |
| Contributions, gifts, grants paid | $42,503 | |||
| Excess of revenue over expenses and disbursements | $-11,925 | |||
| Net investment income | $38,398 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $881,499 | $1,016,240 |
| 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 | $881,499 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $881,499 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $27,380 |
| 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 | $384 |
| Total credits and payments | $115 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $115 |
| 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 | $269 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $1,018,658 |
| Net value of noncharitable-use assets | $1,003,380 |
| Minimum investment return | $50,169 |
| Distributable Amount (for 2012) | |
| Distributable amount | $49,785 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $49,785 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $34,513 |
| 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 | Helen R Ahl Scholarship Fund | 21 E Market St, York, PA 17401-1205 | PA | 1977-02 | $23,146 |
| 2 | Helen R Buck Foundation | 1650 Market St Ste 1200, Philadelphia, PA 19103-7311 | PA | 1992-09 | $892,818 |
| 3 | Helen R Richards Tr Uw 10 1971 00 0 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1983-06 | $2,006,882 |
| 4 | Helen Ruth For Conewago School | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | $1,631 | |
| 5 | Helen Ruth Gordon Charitable Tr | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $736,498 | |
| 6 | Helen Ruth Trust 25007640011 | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | $1,462 | |
| 7 | Helen Ruth Trust Fbo Reading Senior High School, Pnc Bank Ttee | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | $3,192 | |
| 8 | Helen St John Iverson Trust Ua | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1999-09 | $1,018,225 |
| 9 | Helen Steck Tr Uw | C/O Susq Tr 1570 Manheim Pike Bx, Lancaster, PA 17604 | PA | 2008-07 | $417,970 |
| 10 | Helen W Coleman Resid Tw | 165 Township Line Rd Ste 3000, Jenkintown, PA 19046-3543 | PA | 1900-12 | $490,785 |
| 11 | Helen Walcott Stockwell Tr Uw 10101998003 | PO BOX 185, Pittsburg, PA 15230-0185 | PA | 1970-12 | $552,815 |
| 12 | Helen White Harvey Foundaton | 1314 Joseph Rd, Clearfield, PA 16830-1128 | PA | 2005-07 | $1,225,418 |
| 13 | Helene And Allen Apter Foundation | 1250 Welsh Rd, North Wales, PA 19454-1820 | PA | 1994-05 | $491,900 |
| 14 | Helene Bush Tr, Bush Donald C Ttee | C/O Cohen 625 Liberty Avenue, Pittsburgh, PA 15222 | PA | 2000-07 | $118,275 |
| 15 | Hellam Area Recreation Commission | 44 Walnut Springs Rd, Hellam, PA 17406-9000 | PA | 2003-10 | $110,633 |
| 16 | Hellendall Family Foundation, Hellendall Walter Ttee | 7407 Mountain Ave, Elkins Park, PA 19027-3022 | PA | $5,146 | |
| 17 | Hellenic University Club Of Philadelphia | PO BOX 42199, Philadelphia, PA 19101-2199 | PA | 1970-06 | $85,575 |
| 18 | Hellertown Area Library Association | 409 Constitution Ave, Hellertown, PA 18055-1928 | PA | 1991-07 | $177,676 |
| 19 | Hellertown Democratic Club Inc | 110 W Thomas Ave, Hellertown, PA 18055-1533 | PA | 1944-09 | $114,184 |
| 20 | Hellertown Sportsmens Association Inc | PO BOX 30, Hellertown, PA 18055-0030 | PA | 1999-05 | $107,662 |
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