Trust U/W Charles C Ely 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 U/W Charles C Ely | |
| Employer Identification Number (EIN) | 046091865 |
| Name of Organization | Trust U/W Charles C Ely |
| 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) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2013 |
| 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 | $3,379,089 |
| Amount of Income | $1,841,944 |
| Form 990 Revenue Amount | $53,871 |
Non-representatives - add comments:
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 | $53,871 | $62,889 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $63,838 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $216,108 | $15,720 | $0 | $199,472 |
| Compensation of officers, directors, trustees, etc. | $23,092 | |||
| Total operating and administrative expenses | $26,308 | $15,720 | $9,672 | |
| Contributions, gifts, grants paid | $189,800 | |||
| Excess of revenue over expenses and disbursements | $-162,237 | |||
| Net investment income | $47,169 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,180,793 | $3,510,070 |
| 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 | $3,096,300 | |
| Other | $84,493 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,180,793 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-9,967 |
| 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 | $472 |
| Total credits and payments | $982 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $982 |
| 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 |
| Overpayment | $510 |
| 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 | $3,551,554 |
| Net value of noncharitable-use assets | $3,498,280 |
| Minimum investment return | $174,914 |
| Distributable Amount (for 2012) | |
| Distributable amount | $174,442 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $174,442 |
| 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 For St Davids Radnor Church | 1500 E Lancaster Ave Ste 202, Paoli, PA 19301-1500 | PA | 1959-10 | $221,462 |
| 2 | Trust For The Benefit Of Minsi Trails Council | PO BOX 511, Stroudsburg, PA 18360-0511 | PA | 1972-08 | $1,912,630 |
| 3 | Trust For The Diocese Of Pennsylvania | 1500 E Lancaster Ave Ste 202, Paoli, PA 19301-1500 | PA | 1954-12 | $471,935 |
| 4 | Trust For The Support Of Residents Of Wesley Village | Pnc Bank Na- 1600 Market St-Tax, Philadelphia, PA 19103 | PA | 1984-08 | $626,138 |
| 5 | Trust Fund Of The Alumnaeli Assoication Of Wmcimcp | 1657 The Fairway Room 164, Jenkintown, PA 19046-1423 | PA | 1971-07 | $391,013 |
| 6 | Trust Sarah Bradley Tyson Mem Sch F 14 1271 00 7 U Agree & Decl | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $3,742 | |
| 7 | Trust U W O Edwin L Berger, Steven Etkind Ttee | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2009-12 | $676,320 |
| 8 | Trust U/Art Fourth B O/W/D Reuben B Crispell, Art 4 576600 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-07 | $27,438 |
| 9 | Trust U/D Friends World College | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1974-11 | $369 |
| 10 | Trust U/W Carl Otto Vonkienbusch A/B/O Philadelphia Museum Of Art | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1978-06 | $108,243 |
| 11 | Trust U/W Charles C Ely | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $1,841,944 |
| 12 | Trust U/W Moses Greely Parker | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1974-02 | $274,614 |
| 13 | Trust U/W Of Lucie F Hollingsworth Nect | 111 S Main St, Greensburg, PA 15601-3101 | PA | 1976-05 | $101,059 |
| 14 | Trust U/W Warren Callender For Sweet Valley Church Of Christ | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 1977-08 | $6,168 |
| 15 | Trust Udecl Fannie E Morrison 14 2898 00 6, Boston Safe Deposit & Trust Co | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $5,613 | |
| 16 | Trust Ui Charles H Greenleaf Art 2 14 0543 00 0 Par 1, Boston Safe Deposit & Trust Co | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $39,485 | |
| 17 | Trust Ui Charles H Greenleaf Art 2 Par 10 14 0548 00 9, Boston Safe Deposit & Trust Company | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $70,511 | |
| 18 | Trust Under Will C B Hollingsworth | 111 S Main St, Greensburg, PA 15601-3101 | PA | 1976-06 | $344,929 |
| 19 | Trust Under Will Jacob M Hill | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 1975-11 | $112,031 |
| 20 | Trust Under Will Of Ben Kenworthy Ben Kenworthy Poor Fund | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1979-01 | $52,979 |
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