Madeline H Soren Tr U Will 10102663002 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
| Madeline H Soren Tr U Will 10102663002 | |
| Employer Identification Number (EIN) | 046092280 |
| Name of Organization | Madeline H Soren Tr U Will 10102663002 |
| In Care of Name | Boston Safe Deposit & Tr Co Ttee |
| Address | PO BOX 185, Pittsburgh, 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 | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $342,692 |
| Amount of Income | $33,301 |
| Form 990 Revenue Amount | $-2,747 |
Non-representatives - add comments:
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 | $1,306 | $6,287 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,394 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $22,045 | $4,212 | $0 | $17,831 |
| Compensation of officers, directors, trustees, etc. | $6,616 | |||
| Total operating and administrative expenses | $7,045 | $4,212 | $2,831 | |
| Contributions, gifts, grants paid | $15,000 | |||
| Excess of revenue over expenses and disbursements | $-20,739 | |||
| Net investment income | $2,075 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $344,906 | $339,712 |
| 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 | $335,861 | |
| Other | $9,045 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $344,906 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-5,088 |
| 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 | $21 |
| Total credits and payments | $16 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $16 |
| 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 | $5 |
| 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 | $341,982 |
| Net value of noncharitable-use assets | $336,860 |
| Minimum investment return | $16,843 |
| Distributable Amount (for 2012) | |
| Distributable amount | $16,822 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $16,822 |
| 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 |
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| Other organizations in Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Mack Ski Club | 2378 S 10th Street, Allentown, PA 18103 | PA | 1980-08 | $44,326 |
| 2 | Mack Trucks Historical Museum | 2402 Lehigh Pkwy S, Allentown, PA 18103-2900 | PA | 1986-10 | $167,190 |
| 3 | Maclean W Mclean Variable Trust Agreement | Pnc Bank 620 Liberty Ave No 10thfl, Pittsburgh, PA 15222 | PA | 1996-08 | $120,976 |
| 4 | Macula Vision Research Foundation | 100 Front St Ste 300, Conshohocken, PA 19428-2894 | PA | 2004-03 | $2,622,506 |
| 5 | Macungie Ambulance Corps | PO BOX 114, Macungie, PA 18062-0114 | PA | 2006-02 | $1,200,228 |
| 6 | Macungie Fire Co-1 | 31 S Walnut St, Macungie, PA 18062-1227 | PA | 1946-07 | $178,541 |
| 7 | Macungie Historial Society Inc | PO BOX 355, Macungie, PA 18062-0355 | PA | 2000-04 | $19,943 |
| 8 | Macungie Memorial Park Association | PO BOX 193, Macungie, PA 18062-0193 | PA | 2006-06 | $690,936 |
| 9 | Macungie Veterans Association Inc | PO BOX 117, Macungie, PA 18062-0117 | PA | 1953-08 | $422,287 |
| 10 | Macungie Volunteer Fire Department | PO BOX 65, Macungie, PA 18062-0065 | PA | 2006-08 | $142,321 |
| 11 | Madeline H Soren Tr U Will 10102663002 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $33,301 |
| 12 | Madeline King-Winslow Memorial Fund, First National Bank Of Pa Ttee | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 1996-08 | $325,553 |
| 13 | Madera Lodge No 1172 Loyal Order Of Moose, 1172 | PO BOX 584, Madera, PA 16661-0584 | PA | 1935-08 | $263,011 |
| 14 | Madera Volunteer Ambulance Service | 1754 Banion Rd, Madera, PA 16661-8915 | PA | 1988-11 | $74,943 |
| 15 | Madera Volunteer Fire Company Inc | 2720 Main St, Madera, PA 16661-8761 | PA | 2004-06 | $397,347 |
| 16 | Madia Family Foundation | 810 Chapel Hill Ct, Gibsonia, PA 15044-6103 | PA | 1997-01 | $500,397 |
| 17 | Madison Bierling Memorial Charitable Trust Fund | 3723 Huey Ave, Drexel Hill, PA 19026-3006 | PA | 2001-12 | $30,735 |
| 18 | Madison Housing Inc | Government Center 201 W Front St, Media, PA 19063 | PA | 1996-11 | $10 |
| 19 | Madlyn And Leonard Abramson Center For Jewish Life | 1425 Horsham Road, North Wales, PA 19454 | PA | 1973-05 | $0 |
| 20 | Madlyn And Leonard Abramson Center For Jewish Life Workers Compensati | 1425 Horsham Rd, North Wales, PA 19454-1320 | PA | 1994-08 | $256,456 |
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