Caroline E Chickering Trust Uw 10 0212 00 0 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
| Caroline E Chickering Trust Uw 10 0212 00 0 | |
| Employer Identification Number (EIN) | 046091346 |
| Name of Organization | Caroline E Chickering Trust Uw 10 0212 00 0 |
| In Care of Name | Mellon Trust Of New England |
| 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 | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,225,671 |
| Amount of Income | $1,977,788 |
| Form 990 Revenue Amount | $73,008 |
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 | $186,532 | $186,314 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $75,285 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $111,247 | |||
| Total expenses and disbursements | $243,941 | $17,514 | $0 | $2,259,295 |
| Compensation of officers, directors, trustees, etc. | $25,472 | |||
| Total operating and administrative expenses | $30,341 | $17,514 | $11,695 | |
| Contributions, gifts, grants paid | $213,600 | |||
| Excess of revenue over expenses and disbursements | $-57,409 | |||
| Net investment income | $168,800 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,854,137 | $4,366,687 |
| 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 | $3,762,584 | |
| Other | $91,553 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,854,137 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $111,247 |
| 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 | $1,688 |
| Total credits and payments | $1,199 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,199 |
| 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 | $489 |
| 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 | $4,290,638 |
| Net value of noncharitable-use assets | $4,226,280 |
| Minimum investment return | $211,314 |
| Distributable Amount (for 2012) | |
| Distributable amount | $209,626 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $209,626 |
| 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 | Carnegie Volunteer Fire And Rescue Bureau | 201 W Main St, Carnegie, PA 15106-2621 | PA | 2004-11 | $188,308 |
| 2 | Carneys Point Fire-Rescue Vehicle Trust Fund, 2519006289 | 101n Independence Mall E, Philadelphia, PA 19106-2112 | PA | 2002-07 | $8,957 |
| 3 | Carol B Mcferran Memorial Fund D-2890 | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1957-03 | $1,008,313 |
| 4 | Carol E And Myles P Berkman Foundation | 850 Poplar St, Pittsburgh, PA 15220-2828 | PA | 1995-05 | $349,407 |
| 5 | Carol For Heart Incorporated | 921 Hickory Grove Dr, Limerick, PA 19468-1254 | PA | 2004-12 | $36,026 |
| 6 | Carol Irving Foundation | 300 Willow Vly Lakes Dr Apt E-316, Willow Street, PA 17584-9442 | PA | 2008-07 | $19,477 |
| 7 | Carole And Irvin Isen Foundation | 100 Fairview Rd, Penn Valley, PA 19072-1331 | PA | 2002-01 | $259 |
| 8 | Caroline Alexander Buck Foundation | 1600 Market St Ste 3600, Philadelphia, PA 19103-7212 | PA | 1961-12 | $1,032,579 |
| 9 | Caroline D Bloomer Charitable Trust | 1600 Market Street - Tax Department, Philadelphia, PA 19103-7240 | PA | 1972-07 | $879,732 |
| 10 | Caroline Doherty Foundation | 1235 Westlakes Dr, Berwyn, PA 19312-2401 | PA | 2000-08 | $57,237 |
| 11 | Caroline E Chickering Trust Uw 10 0212 00 0 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $1,977,788 | |
| 12 | Caroline J & Alice L Graham Univ Of Ill Scholarship | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1964-02 | $1,149 |
| 13 | Caroline M Huber Memorial Scholarship Fund | 844 Sproul Rd, Bryn Mawr, PA 19010-2025 | PA | 1963-06 | $1,827 |
| 14 | Caroline Scull Haines Trust Fbo A Scull Memorial Ctg, Bank Of New Jersey Codicil To Will | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | $27,766 | |
| 15 | Caron Foundation Of Florida | 150 N Galen Hall Rd, Wernersville, PA 19565-9319 | PA | 2004-10 | $21,948,374 |
| 16 | Carosella Family Foundation | 1701 Market Street-Attn S Roth, Philadelphia, PA 19103-2903 | PA | 1999-12 | $212 |
| 17 | Carouge Family Foundation | 312 Highland Farm Rd, West Chester, PA 19382-1801 | PA | 2005-02 | $5,563 |
| 18 | Carousel At Pottstown Inc | 747 Jamestown Rd, Collegeville, PA 19426-1263 | PA | 2002-05 | $34,623 |
| 19 | Carpathian Club | PO BOX 187, Hawk Run, PA 16840-0187 | PA | 1954-10 | $580,553 |
| 20 | Carpatho Rusyn Society | 915 Dickson St, Munhall, PA 15120-1929 | PA | 2000-11 | $108,452 |
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