Carlton E Atwood Trust Uw 04-25-69 10109384008 Fbo Anne Kirby Atwood 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
| Carlton E Atwood Trust Uw 04-25-69 10109384008 Fbo Anne Kirby Atwood | |
| Employer Identification Number (EIN) | 046317596 |
| Name of Organization | Carlton E Atwood Trust Uw 04-25-69 10109384008 Fbo Anne Kirby Atwood |
| In Care of Name | Mellon Tr New England |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $135,906 |
| Amount of Income | $77,282 |
| Form 990 Revenue Amount | $3,462 |
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 | $7,011 | $6,870 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,698 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $4,313 | |||
| Total expenses and disbursements | $8,604 | $1,349 | $0 | $7,193 |
| Compensation of officers, directors, trustees, etc. | $2,128 | |||
| Total operating and administrative expenses | $2,412 | $1,349 | $1,001 | |
| Contributions, gifts, grants paid | $6,192 | |||
| Excess of revenue over expenses and disbursements | $-1,593 | |||
| Net investment income | $5,521 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $125,814 | $143,181 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $123,526 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $2,288 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $125,814 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $4,313 |
| 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 | $110 |
| 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 | $66 |
| 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 | $142,745 |
| Net value of noncharitable-use assets | $140,600 |
| Minimum investment return | $7,030 |
| Distributable Amount (for 2012) | |
| Distributable amount | $6,920 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $6,920 |
| 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 | Carlisle Lodge No 761 Loyal Order Of Moose | 25 E High St, Carlisle, PA 17013-3016 | PA | 1935-08 | $477,426 |
| 2 | Carlisle Opportunity Homes Inc | PO BOX 517, Carlisle, PA 17013-0517 | PA | 1971-03 | $188,023 |
| 3 | Carlisle Regional Performing Arts Center Inc | 44 W High St, Carlisle, PA 17013-2922 | PA | 1990-11 | $438,589 |
| 4 | Carlisle Rotary Club Foundation | PO BOX 301, Carlisle, PA 17013-0301 | PA | 2002-12 | $67,625 |
| 5 | Carlisle Senior Housing Associates | One West Penn Street, Carlisle, PA 17013-2359 | PA | 1980-08 | $1,170,559 |
| 6 | Carlisle Summerfair | PO BOX 1773, Carlisle, PA 17013-2896 | PA | 1980-04 | $32,883 |
| 7 | Carlisle Victory Circle | Po Box 684, Carlisle, PA 17013 | PA | 1996-09 | $0 |
| 8 | Carlisle Volunteer Firefightersassociation | 53 W South St, Carlisle, PA 17013-3458 | PA | 2006-09 | $129,327 |
| 9 | Carlos Macdonald Res Fd Tr 108433et000 Fbo Wistar Inst | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1974-05 | $40,970 |
| 10 | Carlson Cultural Trust, Hess Jack L | 324 Kirks Mill Rd, Nottingham, PA 19362-9012 | PA | 1994-12 | $49,322 |
| 11 | Carlton E Atwood Trust Uw 04-25-69 10109384008 Fbo Anne Kirby Atwood | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $77,282 | |
| 12 | Carlton Northside Initiativeincorporated | 490 E North Avenue, Pittsburgh, PA 15212-4740 | PA | 2008-08 | $0 |
| 13 | Carlynton Little Cougars Football Association | PO BOX 44191, Pittsburgh, PA 15205-0391 | PA | 2006-06 | $67,078 |
| 14 | Carmela Terlingo Cancer Fund | 250 King Of Prussia Rd, Radnor, PA 19087-5220 | PA | 1989-01 | $10,221 |
| 15 | Carmen Danella Foundation | 1105 Green Lane Rd, Malvern, PA 19355-8626 | PA | 2001-02 | $680,973 |
| 16 | Carmichaels Lodge No 819 Loyal Order Of Moose, 819 | PO BOX 203, Carmichaels, PA 15320-0203 | PA | 1972-12 | $14,076 |
| 17 | Carmichaels Senior Citizens | PO BOX 184, Carmichaels, PA 15320-0184 | PA | 1997-08 | $53,237 |
| 18 | Carnahan W E Decd M S C Tr 1 10265052019 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1900-12 | $498,093 |
| 19 | Carnegie Community Development Corporation | Development Corp 110 East Main Stre, Carnegie, PA 15106 | PA | 1994-01 | $1,394,427 |
| 20 | Carnegie Ems Inc | K783 201 W Main St, Carnegie, PA 15106-2621 | PA | 2004-12 | $512,431 |
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