Dorothy D Conkey Trust Ui 14-7258-00-8 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
| Dorothy D Conkey Trust Ui 14-7258-00-8 | |
| Employer Identification Number (EIN) | 046094894 |
| Name of Organization | Dorothy D Conkey Trust Ui 14-7258-00-8 |
| In Care of Name | Mellon Trust Of New England |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $967,561 |
| Amount of Income | $433,924 |
| Form 990 Revenue Amount | $17,121 |
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 | $38,764 | $38,509 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $17,871 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $20,893 | |||
| Total expenses and disbursements | $59,753 | $6,947 | $0 | $52,725 |
| Compensation of officers, directors, trustees, etc. | $10,708 | |||
| Total operating and administrative expenses | $11,346 | $6,947 | $4,318 | |
| Contributions, gifts, grants paid | $48,407 | |||
| Excess of revenue over expenses and disbursements | $-20,989 | |||
| Net investment income | $31,562 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $884,764 | $989,647 |
| 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 | $878,427 | |
| Other | $6,337 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $884,764 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $20,893 |
| 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 | $316 |
| Total credits and payments | $223 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $223 |
| 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 | $93 |
| 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 | $996,236 |
| Net value of noncharitable-use assets | $981,300 |
| Minimum investment return | $49,065 |
| Distributable Amount (for 2012) | |
| Distributable amount | $48,749 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $48,749 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $44,444 |
| 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 | Doris S Casper Foundation | 200 Locust St Apt 17a, Philadephia, PA 19106-3918 | PA | $19,000 | |
| 2 | Doris Smith Scholarship Fund, Kaiser Suzanne A Ttee | 899 Forest Dr, Abbottstown, PA 17301-9746 | PA | 2005-01 | $1,947 |
| 3 | Doris T Hutton Charitable Tr | PO BOX 6010, Chambersburg, PA 17201-6010 | PA | 2008-08 | $386,049 |
| 4 | Dormont Athletic Boosters Association Inc | PO BOX 8074, Pittsburgh, PA 15216-0874 | PA | 1964-10 | $96,087 |
| 5 | Dormont Public Library | 2950 W Liberty Ave, Pittsburgh, PA 15216-2526 | PA | 1940-11 | $270,709 |
| 6 | Dorotha A Anderson Charitable Foundation | C/O Doug Anderson One Anderson, Greenville, PA 16125 | PA | 1997-04 | $776,253 |
| 7 | Dorothea H Simmons Home & School Association | 411 Babylon Rd, Horsham, PA 19044-1224 | PA | 1970-05 | $104,357 |
| 8 | Dorothy A Metcalf Charitable Foundation, Mullikin John E Ttee | 1600 Market St - Tax Dept, Philadelphia, PA 19103-7240 | PA | 1997-12 | $963,982 |
| 9 | Katherine And Keith Sachs Charitable Foundation Inc | C/O Katherine And Keith Sachs, Rydal, PA 19046 | PA | 2001-07 | $273,774 |
| 10 | Dorothy Cook Fund | 1600 Market Street - Tax Department, Philadelphia, PA 19103-7240 | PA | 1999-08 | $5,505 |
| 11 | Dorothy D Conkey Trust Ui 14-7258-00-8 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $433,924 | |
| 12 | Dorothy Davis Scholarship Fund | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 1996-01 | $989,539 |
| 13 | Dorothy G Knapp Scholarship Fund, Legacy Trust Company Ttee | PO BOX 1223, Pottsville, PA 17901-7223 | PA | 2008-01 | $10,339 |
| 14 | Dorothy Grow Kraft Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1999-04 | $72,087 |
| 15 | Dorothy Haas Charitable Trust 3222-1513891325, Richard D Auman Ttee | C/O 454 Miller Road, Sinking Spring, PA 19608 | PA | $35,253 | |
| 16 | Dorothy J Kurtz Scholarship Fund 1513854366, Potter Fay C Co-Ttee | 410 Lantern Ln, Berwyn, PA 19312-2011 | PA | 1995-12 | $55,494 |
| 17 | Dorothy Jameson Charitable Tr | PO BOX 66, Mifflintown, PA 17059-0066 | PA | 1994-11 | $513,964 |
| 18 | Dorothy M Froelich Charitable Tr, Dacal Ross F Ttee | 8041 Brittany Pl, Pittsburgh, PA 15237-6302 | PA | 1997-04 | $6,785 |
| 19 | Dorothy M Potter Irrv Ta 071392 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2000-10 | $3,257,622 |
| 20 | Dorothy M Wright Charitable Tr Fbo Bryn Mawr College | Pnc Bank 620 Liberty Ave, Pittsburgh, PA 15222 | PA | $84,568 | |
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