Samuel G Chickering Trust Uw Art 5 10-0214-00-6 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
| Samuel G Chickering Trust Uw Art 5 10-0214-00-6 | |
| Employer Identification Number (EIN) | 046091348 |
| Name of Organization | Samuel G Chickering Trust Uw Art 5 10-0214-00-6 |
| 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 | 10/2014 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,236,782 |
| Amount of Income | $2,902,544 |
| Form 990 Revenue Amount | $230,567 |
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 | $230,567 | $229,826 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $110,524 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $120,043 | |||
| Total expenses and disbursements | $361,868 | $21,955 | $0 | $339,913 |
| Compensation of officers, directors, trustees, etc. | $31,108 | |||
| Total operating and administrative expenses | $34,868 | $21,955 | $12,913 | |
| Contributions, gifts, grants paid | $327,000 | |||
| Excess of revenue over expenses and disbursements | $-131,301 | |||
| Net investment income | $207,871 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,542,559 | $6,306,266 |
| 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 | $5,456,274 | |
| Other | $86,285 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $5,542,559 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $120,043 |
| 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 | $2,079 |
| Total credits and payments | $1,129 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,129 |
| 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 | $950 |
| 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 | $6,288,562 |
| Net value of noncharitable-use assets | $6,194,240 |
| Minimum investment return | $309,712 |
| Distributable Amount (for 2012) | |
| Distributable amount | $307,633 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $307,633 |
| 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 | Sampson Family Fund | 5 Ppg Pl Ste 250, Pittsburgh, PA 15222-5405 | PA | 2006-10 | $2,306,905 |
| 2 | Samual & Sarah R Greenbaum Family Fund | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 1991-02 | $299,372 |
| 3 | Samuel & Eva Kress Scholarship Fund | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1900-12 | $19,339 |
| 4 | Samuel & Rebecca Kardon Foundation | 18 Sentry Pkwy, Blue Bell, PA 19422-2236 | PA | 1955-11 | $164,100 |
| 5 | Samuel And Barbara Sternberg Charitable Foundation | 3 Bala Plaza East Ste 700, Bala Cynwyd, PA 19004-3481 | PA | 1984-08 | $221,701 |
| 6 | Samuel And Elisa Feinstein Foundation | PO BOX 34, Lumberville, PA 18933-0034 | PA | 2001-01 | $10,150 |
| 7 | Samuel And Emma Winters Foundation 8078-7 | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1964-07 | $128,975 |
| 8 | Samuel Chickering Tr 14-0216-00-3 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $101,798 | |
| 9 | Samuel Chickering Trust 14-0215-00-5 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $47,199 | |
| 10 | Samuel D Cozen Memorial Fund | 1900 Market Street, Philadelphia, PA 19103-3527 | PA | 1985-05 | $154,661 |
| 11 | Samuel G Chickering Trust Uw Art 5 10-0214-00-6 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $2,902,544 | |
| 12 | Samuel G Fisher Trust Uw Fbo St Pauls United Church Of Christ | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1995-12 | $92,132 |
| 13 | Samuel Gower & Lilli Williams Fbo Crut, Rouse J | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2000-12 | $293,831 |
| 14 | Samuel H Jones Jr Scholarship Grant Tr Henry Paulding Memorial, Henry Paulding Memorial | PO BOX 3215, Lancaster, PA 17604-3215 | PA | 2003-08 | $30,768 |
| 15 | Samuel L Abrams Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1966-06 | $330,194 |
| 16 | Samuel L Howell Charitable Trust | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1900-12 | $71,006 |
| 17 | Samuel M Vauclain Fire Company Of Leiperville | 1201 Haverford Rd, Crum Lynne, PA 19022-1106 | PA | 1992-07 | $105,308 |
| 18 | Samuel Notman Mitchell Foundation | 51 Crestline Rd, Wayne, PA 19087-2672 | PA | 1985-09 | $2 |
| 19 | Samuel P Mandell Foundation | 1818 Market St Ste 3220, Philadelphia, PA 19103-3632 | PA | 1958-02 | $2,848,166 |
| 20 | Samuel Rosenblum Foundation | 50 Belmont Ave Apt 202, Bala Cynwyd, PA 19004-2409 | PA | 1964-12 | $34,540 |
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