Sanford Fredrick C Tr Uwill, Boston Safe Deposit & Trust Co 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
| Sanford Fredrick C Tr Uwill, Boston Safe Deposit & Trust Co | |
| Employer Identification Number (EIN) | 046091637 |
| Name of Organization | Sanford Fredrick C Tr Uwill |
| Secondary Name | Boston Safe Deposit & Trust Co |
| In Care of Name | Bny Mellon Na |
| 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) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $252,356 |
| Amount of Income | $121,299 |
| Form 990 Revenue Amount | $4,718 |
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 | $10,472 | $10,457 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,598 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $5,874 | |||
| Total expenses and disbursements | $15,405 | $2,467 | $0 | $12,939 |
| Compensation of officers, directors, trustees, etc. | $3,884 | |||
| Total operating and administrative expenses | $4,205 | $2,467 | $1,739 | |
| Contributions, gifts, grants paid | $11,200 | |||
| Excess of revenue over expenses and disbursements | $-4,933 | |||
| Net investment income | $7,990 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $231,324 | $265,316 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $92,532 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $226,720 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $231,324 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,874 |
| 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 | $80 |
| Total credits and payments | $79 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $79 |
| 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 | $1 |
| 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 | $261,729 |
| Net value of noncharitable-use assets | $257,800 |
| Minimum investment return | $12,890 |
| Distributable Amount (for 2012) | |
| Distributable amount | $12,810 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $12,810 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $509 |
| 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 | Sancturary House Inc | 52 East High Street, Carlisle, PA 17013 | PA | 2002-07 | $38,589 |
| 2 | Sand Dollar Fund | 2250 Hickory Rd Ste 450, Plymouth Mtng, PA 19462-1037 | PA | 2006-01 | $6,155,852 |
| 3 | Sandy And Arnold Rifkin Charitable Foundation | 190 Lathrop St, Kingston, PA 18704-5318 | PA | 1987-09 | $259,862 |
| 4 | Sandy Bottom Sportsmens Club | PO BOX 18, Seward, PA 15954-0018 | PA | 1953-08 | $78,091 |
| 5 | Sandy Rollman Ovarian Cancer Foundation Inc | Foundation 2010 West Chester Pike S, Havertown, PA 19083 | PA | 2001-08 | $412,911 |
| 6 | Sandy Township Hose Company No 1 | 15 Forest Ave, Dubois, PA 15801-1257 | PA | 1948-02 | $1,761,164 |
| 7 | Sandycreek Conservancy Inc | PO BOX 454, Franklin, PA 16323-0454 | PA | 2003-06 | $323,682 |
| 8 | Sandycreek Township Volunteer Fire Department Relief Fund | 624 Congress Hill Rd, Franklin, PA 16323-3508 | PA | 2003-12 | $17,128 |
| 9 | Sandycreek Twp Fire Dept | 624 Congress Hill Rd, Franklin, PA 16323-3508 | PA | 2004-12 | $119,823 |
| 10 | Sanford Foundation, Abelson Barry N Ttee | 1653 Brinton Bridge Rd, Chadds Ford, PA 19317-9451 | PA | 1989-09 | $1 |
| 11 | Sanford Fredrick C Tr Uwill, Boston Safe Deposit & Trust Co | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $121,299 | |
| 12 | Sanford N & Judith Robinson Family Foundation | 5005 Castleman St, Pittsburgh, PA 15232-2106 | PA | 1971-06 | $947,583 |
| 13 | Sankofa Academy Charter School | 446 W Gay St, West Chester, PA 19380-2851 | PA | 2006-11 | $566,695 |
| 14 | Sankofa Network Inc | 2101 W Godfrey Ave, Philadelphia, PA 19138-2521 | PA | 2002-08 | $893,991 |
| 15 | Santa Cruz Inc | PO BOX 12866, Pittsburgh, PA 15241-0866 | PA | 1973-02 | $34,221 |
| 16 | Sapphire Fund Inc | 1315 Spruce St, Philadelphia, PA 19107-5601 | PA | 2003-11 | $50,760 |
| 17 | Sara & Warren Welch Foundation | PO BOX 125, Newville, PA 17241-0125 | PA | 1980-11 | $2,493 |
| 18 | Sara E T West, Pnc Bank Na Trustee | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1986-11 | $426,563 |
| 19 | Sara E Thompson Tuw Fbo East Kisacoquillas Presbyterian Church | 1 Fnb Blvd, Hermitage, PA 16148-3347 | PA | 2003-05 | $87,530 |
| 20 | Sara Felding Memorial Trust Under Will | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1990-06 | $66,409 |
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