Trust Uw William M Currier 10 3062 00 6, 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
| Trust Uw William M Currier 10 3062 00 6, Boston Safe Deposit & Trust Co | |
| Employer Identification Number (EIN) | 046092443 |
| Name of Organization | Trust Uw William M Currier 10 3062 00 6 |
| Secondary Name | Boston Safe Deposit & Trust Co |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| 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 | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $622,916 |
| Amount of Income | $349,334 |
| Form 990 Revenue Amount | $18,275 |
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 | $30,776 | $30,139 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,258 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $18,518 | |||
| Total expenses and disbursements | $40,825 | $5,896 | $0 | $34,702 |
| Compensation of officers, directors, trustees, etc. | $9,283 | |||
| Total operating and administrative expenses | $10,071 | $5,896 | $3,948 | |
| Contributions, gifts, grants paid | $30,754 | |||
| Excess of revenue over expenses and disbursements | $-10,049 | |||
| Net investment income | $24,243 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $574,836 | $650,343 |
| 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 | $557,714 | |
| Other | $17,122 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $574,836 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $18,518 |
| 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 | $485 |
| Total credits and payments | $227 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $227 |
| 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 | $258 |
| 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 | $645,585 |
| Net value of noncharitable-use assets | $635,900 |
| Minimum investment return | $31,795 |
| Distributable Amount (for 2012) | |
| Distributable amount | $31,310 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $31,310 |
| 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 | Trust Under Will Of Olive M Derr Fbo Alsace Lutheran Church, 1170000750 | 1340 Broadcasting Road Suite 100, Wyomissing, PA 19610 | PA | 2008-08 | $113,168 |
| 2 | Trust Under Will Of Spero Samer Nect | 111 S Main St, Greensburg, PA 15601-3101 | PA | 1976-06 | $459,817 |
| 3 | Trust Uw Art 18 William H Cropper 10 3809 00 0, Boston Safe Deposit & Trust Co | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $1,317,127 | |
| 4 | Trust Uw Art 31 For David S Lynch 10 3494 00 1, Boston Safe Deposit & Trust Co | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $61,356 | |
| 5 | Trust Uw Cooke Scholarship Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $24,658 | |
| 6 | Trust Uw Isaac W Chick 10 0202 00 1, Boston Safe Deposit & Trust Company | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $53,714 | |
| 7 | Trust Uw Of James Armstrong Jr | 111 S Main St, Greensburg, PA 15601-3101 | PA | 1976-06 | $39,641 |
| 8 | Trust Uw Patrick F Curley 10 1923 00 1, Boston Safe Deposit & Trust Co Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $0 | |
| 9 | Trust Uw Rosalthea Judd 2 0823 0 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1992-01 | $95,688 |
| 10 | Trust Uw William Chisholm 10-9030-00-7 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $534,291 | |
| 11 | Trust Uw William M Currier 10 3062 00 6, Boston Safe Deposit & Trust Co | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $349,334 | |
| 12 | Trust W Frances M Wilson 211200 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $193,752 |
| 13 | Trustee Of The Jewish Community Center Building | 60 S River St, Wilkes Barre, PA 18702-2406 | PA | 1958-05 | $36,239 |
| 14 | Trustee Under Art Iii Of Will & Codicil Of Roy Esunday Decd Fbo | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2007-11 | $147,128 |
| 15 | Trustee Under Irrevocable Joint Variable Trust Agreement Of Vera &, For Handicapped Children | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | 2001-03 | $430,882 |
| 16 | Trustee Under Irrevocable Joint Variable Trust Sgreement Of Vera &, Western Pa School For Blind Childrn | C/O Pnc Bank Na 620 Liberty Avenue, Pittsburgh, PA 15222 | PA | 2001-03 | $35,156 |
| 17 | Trustees Masonic Hall And Asylum Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $609,049 | |
| 18 | Trustees Of Dartmouth College, Dartmouth Club Of Philadelphia | Box 1127, Newtown, PA 18940 | PA | 1997-10 | $0 |
| 19 | Try-Again Homes Inc A Pennsylvania Corp | PO BOX 1228, Washington, PA 15301-7228 | PA | 1977-04 | $2,058,992 |
| 20 | Try-Again Homes Incorporated | PO BOX 1228, Washington, PA 15301-7228 | PA | 1984-01 | $1,588,938 |
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