Theodore Irwin Hilliard Tua Char, Citizens Fidelity Bank & 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
| Theodore Irwin Hilliard Tua Char, Citizens Fidelity Bank & Trust Co | |
| Employer Identification Number (EIN) | 616020874 |
| Name of Organization | Theodore Irwin Hilliard Tua Char |
| Secondary Name | Citizens Fidelity Bank & Trust Co |
| In Care of Name | Pnc Advisors P2 Ptpp 10 3 |
| Address | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 |
| 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 | Organization terminating its private foundation status under section 507(b)(1)(B) of the Code |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $36,947 |
| Amount of Income | $2,050 |
| Form 990 Revenue Amount | $1,199 |
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 | $1,039 | $1,050 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,050 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $1,797 | $442 | $0 | $1,299 |
| Compensation of officers, directors, trustees, etc. | $465 | |||
| Total operating and administrative expenses | $853 | $442 | $355 | |
| Contributions, gifts, grants paid | $944 | |||
| Excess of revenue over expenses and disbursements | $-758 | |||
| Net investment income | $608 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $36,947 | $39,189 |
| 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 | $36,467 | |
| Other | $480 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $36,947 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-11 |
| 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 | $12 |
| Total credits and payments | $40 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $40 |
| 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 | $0 |
| Overpayment | $28 |
| Amount to be credited to 2013 estimated tax | $20 |
| 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 | $38,426 |
| Net value of noncharitable-use assets | $37,860 |
| Minimum investment return | $1,893 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,881 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,881 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $934 |
| 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 | Thelma C Smith Fund | 800 Philadelphia St, Indiana, PA 15701-3908 | PA | 2008-01 | $23,778 |
| 2 | Thelma K Klugh Tr | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 1998-10 | $4,374 |
| 3 | Thelma Taylor Memorial Trust | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | $35,361 | |
| 4 | Theodora B Betz Foundation, Bishop Jane Ttee | Roy Ross 1600 Market St Ste 3600, Philadelphia, PA 19103 | PA | 1990-09 | $1,242,356 |
| 5 | Theodore And Wilda Leiser Foundation | 260 Sunbury St, Minersville, PA 17954-1346 | PA | 2007-02 | $31,024 |
| 6 | Theodore Brickman Tr 122794 Fbo Brickman Foundation H-034 | 165 Township Line Rd Ste 3000, Jenkintown, PA 19046-3543 | PA | 1995-03 | $2,769,715 |
| 7 | Theodore C Prettiman Charitable Tr Ua 11072002, Prettiman Teddi Ttee | C/O Teddi Prettimanp O Box 828donoh, Latrobe, PA 15650 | PA | 2004-09 | $13,079 |
| 8 | Theodore D & Elizabeth A Hadley Fund | PO BOX 370, Kennett Sq, PA 19348-0370 | PA | 1964-09 | $9,594 |
| 9 | Theodore E Mcilhenney Charitable Trust | 101n Independence Mall E Macy1372-0, Philadelphia, PA 19106-2112 | PA | 2007-08 | $35,721 |
| 10 | Theodore H Castor Tr Uw 10102759008 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $434,541 | |
| 11 | Theodore Irwin Hilliard Tua Char, Citizens Fidelity Bank & Trust Co | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $2,050 | |
| 12 | Theodore Presser Foundation Ttee Under Will Of Theodore Presser | 1501 Cherry St, Philadelphia, PA 19102-1403 | PA | 1900-12 | $928,892 |
| 13 | Theodore W And Martha R Collins And Family Fund | 620 Liberty Ave, Pittsburg, PA 15222-2722 | PA | 1993-12 | $116,587 |
| 14 | Theodosia G Lyons Simple Tr | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1900-12 | $19,548 |
| 15 | Theology Of The Body Institute | 400 Boot Rd, Downingtown, PA 19335-3405 | PA | 2006-01 | $790,277 |
| 16 | Therapy Solutions Childrens Services Inc | 7051 Passyunk Ave, Philadelphia, PA 19142-1724 | PA | 2003-07 | $206,860 |
| 17 | Theravada Dhamma Family, Dhamma Goneyee Buddhist Temple | 20 Kirchner Dr, South Park, PA 15129-8505 | PA | 2011-06 | $27,901 |
| 18 | There's Room In The Inn Inc, Finding Your Stride | 6180 Burning Tree Ln, Fayetteville, PA 17222-9272 | PA | 1987-11 | $58,264 |
| 19 | Theresa And Edward Otoole Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1971-11 | $90,131,381 |
| 20 | Theresa M Donnermeyer Tr Uw, Herrick John Co-Ttee | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1997-11 | $1,083,682 |
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