Catherine C Peterson Trust in Erie, 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
| Catherine C Peterson Trust | |
| Employer Identification Number (EIN) | 256087710 |
| Name of Organization | Catherine C Peterson Trust |
| Address | 4229 Azalea Cir, Erie, PA 16506-6427 |
| Activities | Gifts, grants, or loans to other organizations, Gifts or grants to individuals (other than scholarships), Other school related activities |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 06/1968 |
| Deductibility | Contributions are deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Organization terminating its private foundation status under section 507(b)(1)(B) of the Code |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $28,424 |
| Amount of Income | $1,757 |
| Form 990 Revenue Amount | $13,074 |
Non-representatives - add comments:
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 | $1,757 | $1,757 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,757 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $13,700 | $0 | $0 | $13,700 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $13,700 | |||
| Excess of revenue over expenses and disbursements | $-11,942 | |||
| Net investment income | $1,757 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $28,424 | $28,424 |
| Cash - non-interest-bearing | $1,437 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $23,987 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $3,000 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $28,424 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | 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 | $29,024 |
| Net value of noncharitable-use assets | $28,580 |
| Minimum investment return | $1,429 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,429 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,429 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,429 |
| 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 |
Winds Of Change Inc in Erie, PA
 |
Erie Cage Bird Club in Erie, PA
  |
| Cornerstone Church Of Clarion in Shippenville, PA |
|
Pink Hands Of Hope in Mechanicsburg, PA
|
| The Christine M Mccaffrey Community Emergency Fund in Langhorne, PA |
| Valley Asa Softball in Sayre, PA |
|
Rotary International, Altoona-Sunrise Rotary Club in Altoona, PA
|
|
Light Of The World Ministries in Philadelphia, PA
|
|
Cuno Museum Incorporated in Chadds Ford, PA
|
|
Boots And Saddle Riding Club in Allentown, PA
|
| Other organizations in Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Association Of Traditional Hooking Artists | Po Box 174, Lampeter, PA 17537 | PA | 2004-11 | $158,927 |
| 2 | Bateman Gallagher Post 668 Home Assoc | PO BOX 8322, Radnor, PA 19087-8322 | PA | 2012-02 | $126,300 |
| 3 | Beaver Falls Sportsmens Club | PO BOX 514, Darlington, PA 16115-0514 | PA | 2012-06 | $48,128 |
| 4 | Bedford County Sportsmen Association Inc | 210 Fresno Rd, Bedford, PA 15522-5159 | PA | 2012-03 | $84,177 |
| 5 | Boy Scouts Of America, 502 Minsi Trails Council Trust | PO BOX 20624, Lehigh Valley, PA 18002-0624 | PA | 1965-11 | $1,547,274 |
| 6 | Bradford County Builders Association | PO BOX 213, Monroeton, PA 18832-0213 | PA | 2012-04 | $6,742 |
| 7 | Bradford Glen Homeowners Association | PO BOX 733, Thorndale, PA 19372-0733 | PA | 2012-10 | $119,551 |
| 8 | Brotherhood Of Railroad Signalmen | 1219, Mohnton, PA 19540 | PA | 1941-04 | $2,406 |
| 9 | Brotherhood Of West Chester Police | 401 E Gay St, West Chester, PA 19380-2729 | PA | 2012-06 | $21,290 |
| 10 | Building Owners And Managers Association Of Central Pennsylvani | PO BOX 684, Harrisburg, PA 17108-0684 | PA | 2011-09 | $27,970 |
| 11 | Catherine C Peterson Trust | 4229 Azalea Cir, Erie, PA 16506-6427 | PA | 1968-06 | $1,757 |
| 12 | Catholic War Veterans Of The United States Of America Inc, 0454 Post-Cmr-Cwv | PO BOX 186, Northampton, PA 18067-0186 | PA | 1972-02 | $28,825 |
| 13 | Centre Square Relief Association | 1298 Skippack Pike, Blue Bell, PA 19422-1250 | PA | 2011-08 | $249,062 |
| 14 | Cf81 Inc | 7 W State St Ste 301, Sharon, PA 16146-1377 | PA | 2012-09 | $74,600 |
| 15 | Charles E Ball Tw Oceana Ball | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $23,908 | |
| 16 | Child Evangelism Fellowship Inc, Cef Shenango Valley Chapter | 145 W Vine St, New Wilmington, PA 16142 | PA | 1956-11 | $15,828 |
| 17 | Clarendon Acres Water Co | PO BOX 458, Tunkhannock, PA 18657-0458 | PA | 2012-08 | $36,834 |
| 18 | Concrete Contractors Association Inc | 111 E Church Rd, Kng Of Prussa, PA 19406-2602 | PA | 2011-08 | $14,913 |
| 19 | Conemaugh Valley Beagle Club | 2174 Westinghouse Road, Blairsville, PA 15717 | PA | 2012-10 | $296,609 |
| 20 | Crawford H J Promotion Of Temp | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $10,215 | |
Organization representatives - add corrected or new information about Catherine C Peterson Trust »
Non-representatives - add comments about Catherine C Peterson Trust»