Charles V Schelke Trust Uw 140764 Fbo Dorothy Sipple Cummings Et Al, 40-15c022214768 in Long Island City, New York (NY)
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 New York
| Charles V Schelke Trust Uw 140764 Fbo Dorothy Sipple Cummings Et Al, 40-15c022214768 | |
| Employer Identification Number (EIN) | 136316597 |
| Name of Organization | Charles V Schelke Trust Uw 140764 Fbo Dorothy Sipple Cummings Et Al |
| Secondary Name | 40-15c022214768 |
| In Care of Name | Citibank N A |
| Address | Two Court Sq 8th Fl, Long Island City, NY 11101-4356 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| 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 | $39,344 |
| Amount of Income | $33 |
| Form 990 Revenue Amount | $79 |
Non-representatives - add comments:
Expenses 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 | $33 | $33 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $33 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $27,812 | $0 | $0 | $27,807 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $135 | $0 | $130 | |
| Contributions, gifts, grants paid | $27,677 | |||
| Excess of revenue over expenses and disbursements | $-27,779 | |||
| Net investment income | $33 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $39,344 | $39,343 |
| 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 | $0 | |
| Other | $39,344 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $39,344 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $1 |
| Total credits and payments | $4 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4 |
| 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 | $3 |
| Amount to be credited to 2013 estimated tax | $3 |
| 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 | $65,869 |
| Net value of noncharitable-use assets | $64,880 |
| Minimum investment return | $3,244 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,243 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,243 |
| 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 New York | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Charles S Keene Foundation Trust Ua 06-03-24 115708 | One Court Square 19th Fl, Long Island City, NY 11120-0001 | NY | 1976-08 | $1,963,437 |
| 2 | Charles S Raizen Fdn Inc | 31 Meadow Rd, Scarsdale, NY 10583-7657 | NY | 1946-07 | $252,094 |
| 3 | Charles Schwartz Foundation For Music | C/O Ellen Anzovino 269 Sycamore, West Hempstead, NY 11552 | NY | 1992-03 | $41,040 |
| 4 | Charles Settlement House | 445 Jay St, Rochester, NY 14611-1409 | NY | 1946-03 | $818,904 |
| 5 | Charles T Schulze Foundation, Charles Schulze Ttee | C/O Csv 50 Charles Lindbergh Blvd, Uniondale, NY 11553 | NY | 2009-02 | $955 |
| 6 | Charles T Sitrin Health Care Center Inc | 2050 Tilden Ave, New Hartford, NY 13413-3613 | NY | 1996-08 | $22,833,443 |
| 7 | Charles T Sitrin Network Of Homes & Services Inc | 2050 Tilden Ave, New Hartford, NY 13413-3613 | NY | 1953-03 | $328,920 |
| 8 | Charles Thide Foundation Inc | PO BOX 122, Mount Sinai, NY 11766-0122 | NY | 2006-03 | $74,129 |
| 9 | Charles Thorwell Foundation | PO BOX 209, Wurtsboro, NY 12790-0209 | NY | 2002-06 | $290,361 |
| 10 | Charles V Mcadam Jr Charitable Foundation Inc | 317 Madison Ave Rm 707, New York, NY 10017-5261 | NY | 1998-08 | $97,572 |
| 11 | Charles V Schelke Trust Uw 140764 Fbo Dorothy Sipple Cummings Et Al, 40-15c022214768 | Two Court Sq 8th Fl, Long Island City, NY 11101-4356 | NY | $33 | |
| 12 | Charles W Cushman Trust 944, Marine Midland Trust Co | 160 Main St, Oneida, NY 13421-1629 | NY | $149,261 | |
| 13 | Charles W Diehl Jr Ta Charitable Remainder Unitrust | 1100 Wehrle Drive 2nd Floor, Buffalo, NY 14221-7748 | NY | 2008-06 | $479,002 |
| 14 | Charlie Rose Foundation Inc | PO BOX 55, Millwood, NY 10546-0055 | NY | 1999-12 | $18 |
| 15 | Charlies Champions Foundation | 58 3rd St, Garden City, NY 11530-4312 | NY | 2006-03 | $140,453 |
| 16 | Charlotte & Arthur Zitrin Foundation | 56 Ruxton Rd, Great Neck, NY 11023-1529 | NY | 1993-03 | $9,198,713 |
| 17 | Charlotte & Harry Katz Foundation Inc | 7619 171st St, Flushing, NY 11366-1418 | NY | 1996-01 | $1,375,325 |
| 18 | Charlotte & Joseph Gardner Foundation Inc | 230 West 41st Street, New York, NY 10036-7207 | NY | 1981-03 | $114,472 |
| 19 | Charlotte A Koch Foundation | 711 Third Avenue, New York, NY 10017-4014 | NY | 1985-08 | $1,531 |
| 20 | Charlotte And Edward Wheeler Foundation Inc | 630 Fifth Ave, New York, NY 10111-0100 | NY | 1987-07 | $1,124,314 |
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