Steel Thomas M Uw Fbo St Peters, Genesse Valley Tr Co Succ Ttee in Pittsford, 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
| Steel Thomas M Uw Fbo St Peters, Genesse Valley Tr Co Succ Ttee | |
| Employer Identification Number (EIN) | 066021026 |
| Name of Organization | Steel Thomas M Uw Fbo St Peters |
| Secondary Name | Genesse Valley Tr Co Succ Ttee |
| In Care of Name | Genesee Valley Trust Company |
| Address | 1221 Pittsford-Victor Road, Pittsford, NY 14534-3837 |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $374,427 |
| Amount of Income | $190,851 |
| Form 990 Revenue Amount | $29,738 |
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 | $31,338 | $31,301 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,134 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-85 | |||
| Other | $21,289 | |||
| Total expenses and disbursements | $25,196 | $4,700 | $0 | $19,671 |
| Compensation of officers, directors, trustees, etc. | $7,434 | |||
| Total operating and administrative expenses | $12,118 | $4,700 | $6,593 | |
| Contributions, gifts, grants paid | $13,078 | |||
| Excess of revenue over expenses and disbursements | $6,142 | |||
| Net investment income | $26,601 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $376,554 | $378,480 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $120,330 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $26,486 | |
| Other | $229,738 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $376,554 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $21,289 |
| 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 | $266 |
| Total credits and payments | $750 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $750 |
| 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 | $484 |
| Amount to be credited to 2013 estimated tax | $268 |
| 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 | $373,027 |
| Net value of noncharitable-use assets | $367,440 |
| Minimum investment return | $18,372 |
| Distributable Amount (for 2012) | |
| Distributable amount | $18,106 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $18,106 |
| 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 | The Treehouse Foundation Of The Hudson Valley Inc | 2537 Route 52 Suite 10, Hopewell Junction, NY 12533-3229 | NY | 2007-08 | $19,158 |
| 2 | The Tribeca Learning Center Ps 150 Parent Teacher Association Inc | 334 Greenwich St, New York, NY 10013-2703 | NY | 1993-02 | $171,027 |
| 3 | The Trinity Foundation Charitable Trust | PO BOX 185, Mt Tremper, NY 12457-0185 | NY | 2008-06 | $19,690 |
| 4 | The Trombly Foundation | 80 State St, Albany, NY 12207-2543 | NY | 1989-05 | $10,004 |
| 5 | The Troy Flag Day Committee Inc | PO BOX 56, Troy, NY 12181-0056 | NY | 1999-10 | $20,962 |
| 6 | The Tsvi-Ora Foundation | 73 Wortman Ave, Brooklyn, NY 11207-8326 | NY | 1998-09 | $444,000 |
| 7 | The Tulip Fund C/O D Landan | 21 E 90th St, New York, NY 10128-0654 | NY | 1987-02 | $1,865 |
| 8 | The U S S Little Rock Association Inc | PO BOX 477, Utica, NY 13503-0477 | NY | 1999-11 | $32,237 |
| 9 | The Thomas J Miles And Ruth S Miles Memorial Fund, Myers Michael L Ttee | 1100 Wehrle Dr 2nd Fl, Amherst, NY 14221-7748 | NY | 2001-11 | $240,002 |
| 10 | The Turner Corporation Veba Trust | 375 Hudson St, New York, NY 10014-3658 | NY | 2008-01 | $8,540 |
| 11 | Steel Thomas M Uw Fbo St Peters, Genesse Valley Tr Co Succ Ttee | 1221 Pittsford-Victor Road, Pittsford, NY 14534-3837 | NY | $190,851 | |
| 12 | Poverello Corporation | 129 W 31st St, New York, NY 10001-3403 | NY | 1995-09 | $404,774 |
| 13 | Step Ahead Inc | PO BOX 1345, Amherst, NY 14226-7345 | NY | 2010-12 | $116,300 |
| 14 | Sua Foundation Inc | 180 Atlantic Ave Apt 301, Farmingdale, NY 11735 | NY | 2007-01 | $15,348 |
| 15 | Timothy Maguire Foundation | PO BOX 15014, Albany, NY 12212-5014 | NY | 2010-04 | $2,317,753 |
| 16 | University Of Sacramento | 590 Columbus Ave, Thornwood, NY 10594-1907 | NY | 1946-03 | $468,838 |
| 17 | Veterans Viet Nam Restoration Project Inc | 5 Indian Trail, Harrison, NY 10528 | NY | 1994-05 | $65,480 |
| 18 | U S Bobsled & Skeleton Federation Inc | 196 Old Military Rd, Lake Placid, NY 12946-1940 | NY | 1982-05 | $4,334,358 |
| 19 | The Warnaco Foundation | 200 Madison Ave, New York, NY 10016-3903 | NY | 2007-11 | $440,685 |
| 20 | Tri-State Consortium Inc | 16 Wendover Rd, Sayville, NY 11782-3053 | NY | 2000-08 | $616,189 |
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