Beatrice P Daly Tr Uw Fbo Union Pres Church in Buffalo, 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
- Organizations performing similar types of work
| Beatrice P Daly Tr Uw Fbo Union Pres Church | |
| Employer Identification Number (EIN) | 166547023 |
| Name of Organization | Beatrice P Daly Tr Uw Fbo Union Pres Church |
| In Care of Name | Manufacturers & Traders Tr Co Tte |
| Address | One M T Plaza 8th Floor, Buffalo, NY 14203-2309 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2008 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $15,034 |
| Amount of Income | $70,659 |
| Form 990 Revenue Amount | $7,366 |
| National Taxonomy of Exempt Entities (NTEE) | Religion-Related, Spiritual Development: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2012: $70,659 (it was $69,861 in 2011)
| Beatrice P Daly Tr Uw Fbo Union Pres Church: | $70,659 |
| Other organizations performing similar types of work: | $106,816 |
Assets in 2012: $15,034 (it was $67,017 in 2011)
| This organization: | $15,034 |
| Other organizations performing similar types of work: | $379,176 |
Expenses in 2012: $57,696
| Beatrice P Daly Tr Uw Fbo Union Pres Church: | $57,696 |
| Other organizations performing similar types of work: | $37,740 |
Income to expenses ratio in 2012: 1.2
| Beatrice P Daly Tr Uw Fbo Union Pres Church: | 1.2 |
| Other organizations performing similar types of work: | 3.4 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 96.8% |
Revenue for 2012
Expenses 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 | $5,716 | $5,580 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $831 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $95 | |||
| Other | $4,790 | |||
| Total expenses and disbursements | $57,696 | $1,640 | $0 | $56,000 |
| Compensation of officers, directors, trustees, etc. | $1,590 | |||
| Total operating and administrative expenses | $1,696 | $1,640 | $0 | |
| Contributions, gifts, grants paid | $56,000 | |||
| Excess of revenue over expenses and disbursements | $-51,980 | |||
| Net investment income | $3,940 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $15,034 | $15,034 |
| 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 | $0 | |
| Other | $15,034 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $15,034 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $4,790 |
| 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 | $39 |
| Total credits and payments | $44 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $44 |
| 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 | $5 |
| Amount to be credited to 2013 estimated tax | $5 |
| 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? | No |
| 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 | $35,535 |
| Net value of noncharitable-use assets | $35,000 |
| Minimum investment return | $1,750 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,711 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,711 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Romulus Club Inc in Buffalo, NY
  |
|
Church In The Wind in Buffalo, NY
|
|
Veterans One-Stop Center Of Wny Inc in Buffalo, NY
|
Jusmau International Organization in Buffalo, NY
 |
|
Wny Heroes Inc in Buffalo, NY
|
|
Legal Aid Bureau Of Buffalo Inc in Buffalo, NY
|
| International Sangha Bhiksu Buddhist Association-Tu Vien Dai B, Tu Vien Dai Bao Trang Nghiem in Buffalo, NY |
|
Leir Foundation Inc in New York, NY
|
|
Arquetopia Foundation Inc, Arquetopia Foundation For Development in New York, NY
|
|
Untapped Shores International Inc in Rochester, NY
|
| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Catholic Health System Of Long Island, Catholic Health Services | 992 N Village Ave, Rockville Ctr, NY 11570-1002 | NY | $35,168,066 | |
| 2 | Heights Foundation Inc | 56 Harrison Street, New Rochelle, NY 10801-6555 | NY | 1977-10 | $5,416,697 |
| 3 | Faith An Endowment For Orthodoxy & Hellenism | 8 E 79th St, New York, NY 10075-0192 | NY | 2012-09 | $21,065,623 |
| 4 | Harry & Jan Sweere Foundation | 9857 Iteri Ln, Lakeville, MN 55044-3602 | MN | 2010-09 | $16,993,032 |
| 5 | St Stephens Human Services Inc | 2309 Nicollet Ave, Minneapolis, MN 55404-3315 | MN | 2002-05 | $11,831,060 |
| 6 | Icny Land Owner Corporation | 1711 3rd Ave, New York, NY 10029-7303 | NY | 2004-06 | $4,472,291 |
| 7 | Legion Of Christ And Crc Members Retirement Fund Jfd | One Court Sq 19th Fl, Long Island City, NY 11120-0001 | NY | 2003-12 | $2,225,826 |
| 8 | Greenhut Family Charitable Foundation | 43 Hunting Hollow Ct, Dix Hills, NY 11746-6166 | NY | 2011-03 | $1,014,175 |
| 9 | St Bartholomews Roman Catholic Church Endowment Tr | C/O Nbt Bank Na 52 S Broad St, Norwich, NY 13815 | NY | 2005-01 | $315,010 |
| 10 | Brooklyn United Methodist Health Services Foundation | 1485 Dumont Ave, Brooklyn, NY 11208-4705 | NY | 1998-06 | $181,254 |
| 11 | St Pauls Endowment Fund For Holy Family School | C/O Nbt Bank Na 52 S Broad St, Norwich, NY 13815 | NY | 2000-10 | $140,343 |
| 12 | Beatrice P Daly Tr Uw Fbo Union Pres Church | One M T Plaza 8th Floor, Buffalo, NY 14203-2309 | NY | 2008-05 | $70,659 |
| 13 | Friends Of The Bedford Hills Prison Chapel Project | 197 Manville Rd, Pleasantville, NY 10570-2136 | NY | 2006-03 | $36,163 |
| 14 | Woodlands Community Temple Endowment Trust | 50 Worthington Rd, White Plains, NY 10607-2307 | NY | 2012-01 | $5,442 |
| 15 | American Friends Of St Georges Church Hanover Square, George S Nowak Ttee | 909 Third Ave, New York, NY 10022-4731 | NY | 2010-06 | $300 |
| 16 | Church Pension Group Services Corporation | 19 East 34th Street, New York, NY 10016-4304 | NY | 2003-06 | $0 |
| 17 | Edward A And Martha Garba Charitable Tr, Egan Edward Cardinal Ttee | 1011 First Ave Ofc Of Legal Affairs, New York, NY 10022-4106 | NY | 2002-07 | $0 |
| 18 | J W Congregation Support Inc | 2821 Route 22, Patterson, NY 12563-2237 | NY | 2003-05 | $0 |
| 19 | Loguen Development Corporation | 225 Riley St, Buffalo, NY 14208 | NY | 2006-10 | $0 |
| 20 | St Louis Church Foundation Inc | 64 S Main St, Pittsford, NY 14534-1904 | NY | 2011-05 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 461 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Organization representatives - add corrected or new information about Beatrice P Daly Tr Uw Fbo Union Pres Church »
Non-representatives - add comments about Beatrice P Daly Tr Uw Fbo Union Pres Church»