Leon M Levy Trust Uw in Philadelphia, 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
| Leon M Levy Trust Uw | |
| Employer Identification Number (EIN) | 246021631 |
| Name of Organization | Leon M Levy Trust Uw |
| In Care of Name | Pnc Bank Na |
| Address | 1600 Market St Ste 4th Fl, Philadelphia, PA 19103-7240 |
| 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) |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $15,196 |
| Amount of Income | $2,327 |
| Form 990 Revenue Amount | $480 |
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 | $1,523 | $1,523 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $460 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,063 | |||
| Total expenses and disbursements | $1,147 | $216 | $0 | $931 |
| Compensation of officers, directors, trustees, etc. | $227 | |||
| Total operating and administrative expenses | $297 | $216 | $81 | |
| Contributions, gifts, grants paid | $850 | |||
| Excess of revenue over expenses and disbursements | $376 | |||
| Net investment income | $1,307 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $15,196 | $19,991 |
| 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 | $13,978 | |
| Other | $1,218 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $15,196 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,063 |
| 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 | $26 |
| Total credits and payments | $35 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $35 |
| 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 | $9 |
| 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? | Yes |
| 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 | $19,866 |
| Net value of noncharitable-use assets | $19,560 |
| Minimum investment return | $978 |
| Distributable Amount (for 2012) | |
| Distributable amount | $952 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $952 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $867 |
| 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 | Lena Riddle Uw 12226-04 Mellon Bank East Na | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1993-06 | $60,125 |
| 2 | Lenape Chamber Ensemble | PO BOX 93, Pipersville, PA 18947-0093 | PA | 1978-04 | $112,639 |
| 3 | Lenape Dental Health | 698 Patrick Henry Circle, West Chester, PA 19382 | PA | 2002-08 | $0 |
| 4 | Lenape Valley Soccer Club | 106 Brittany Dr, Chalfont, PA 18914-2332 | PA | 2008-03 | $297,039 |
| 5 | Lenni Athletic Club | 237 Lungren Road, Lenni, PA 19052 | PA | 1994-08 | $222,353 |
| 6 | Leo Independent Fire Engine Company No 1 | 201 W Broadway, Red Lion, PA 17356-2008 | PA | 1975-03 | $573,302 |
| 7 | Leo M And Jeremy A Rosenau Foundation | 1764 Oak Hill Dr, Huntingdon Vy, PA 19006-7725 | PA | 1961-12 | $16,675 |
| 8 | Leola Ambulance Association | PO BOX 310, Leola, PA 17540-0310 | PA | 1983-09 | $330,142 |
| 9 | Leon H Sullivan Charitable Tr | 1415 N Broad Street, Philadelphia, PA 19122-3323 | PA | 1966-12 | $568,798 |
| 10 | Leon Levy Foundation Alex Satinsky Et Al | 842 Muirfield Rd, Bryn Mawr, PA 19010-1939 | PA | 1953-12 | $4,540 |
| 11 | Leon M Levy Trust Uw | 1600 Market St Ste 4th Fl, Philadelphia, PA 19103-7240 | PA | 1970-12 | $2,327 |
| 12 | Leon Prince Charitable Foundation | 1301 Mulberry St, Pottstown, PA 19464-2961 | PA | 2008-04 | $1 |
| 13 | Leona B & Sidney D Kline Trust 1 Ua 11-16-77 Fbo, Kline Leona B & Sidney D | PO BOX 7558, Philadelphia, PA 19101-7558 | PA | 1978-06 | $9,386 |
| 14 | Leona S Wellinger Charitable Tr, Aligned Partners Trust Company Ttee | 707 Grant St Ste 2800, Pittsburgh, PA 15219-1932 | PA | 2001-08 | $12,722 |
| 15 | Leona Talbot Charitable Fund | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | $48,047 | |
| 16 | Leonard & Beverly Bloch Foundation | 321 S Carlisle Street, Allentown, PA 18109-2801 | PA | 1987-02 | $5,184 |
| 17 | Leonard A And Dorothy E Talone Foundation | Pnc Bank N A-1600 Market St-Tax, Philadelphia, PA 19103 | PA | 2000-03 | $9,796 |
| 18 | Leonard A And Mary Jane Schafer Charitable Foundation Trust, Sterling Jeffrey W Ttee | 20 Stanwix St Ste 650, Pittsburgh, PA 15222-4803 | PA | 2003-01 | $1,777,951 |
| 19 | Leonard C Grasso Charitable Foundation | PO BOX 426, Monroeville, PA 15146-0426 | PA | 1996-10 | $23,974 |
| 20 | Leonard Chen Event Inc | 2 Penn Center 950, Philadelphia, PA 19102-1701 | PA | 2004-09 | $34,674 |
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