Charles H Greenleaf Trust U Tnd 14-0550-00-5 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
| Charles H Greenleaf Trust U Tnd 14-0550-00-5 | |
| Employer Identification Number (EIN) | 046091457 |
| Name of Organization | Charles H Greenleaf Trust U Tnd 14-0550-00-5 |
| In Care of Name | Boston Safe Dep & Tr Co |
| 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) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $365,273 |
| Amount of Income | $173,428 |
| Form 990 Revenue Amount | $6,754 |
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 | $14,997 | $14,976 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,637 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $8,360 | |||
| Total expenses and disbursements | $21,876 | $3,559 | $0 | $18,317 |
| Compensation of officers, directors, trustees, etc. | $5,604 | |||
| Total operating and administrative expenses | $5,876 | $3,559 | $2,317 | |
| Contributions, gifts, grants paid | $16,000 | |||
| Excess of revenue over expenses and disbursements | $-6,879 | |||
| Net investment income | $11,417 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $333,671 | $383,005 |
| 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 | $327,023 | |
| Other | $6,648 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $333,671 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $8,360 |
| 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 | $228 |
| Total credits and payments | $177 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $177 |
| 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 | $51 |
| 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 | $377,694 |
| Net value of noncharitable-use assets | $372,020 |
| Minimum investment return | $18,601 |
| Distributable Amount (for 2012) | |
| Distributable amount | $18,373 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $18,373 |
| 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 |
| Allegheny Tax Society in Pittsburgh, PA |
Lifesitenews Com Inc in Pittsburgh, PA
  |
|
Newport Drive Properties in Pittsburgh, PA
|
| The Pittsburgh Project in Pittsburgh, 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
|
| Other organizations in Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Centre Township Land Protection Foundation | 449 Bucks Hill Rd, Mohrsville, PA 19541-9340 | PA | 2006-04 | $63,592 |
| 2 | Teva Cares Foundation | PO BOX 1090, North Wales, PA 19454-0090 | PA | 2010-09 | $51,085,676 |
| 3 | Chambersburg Area Band Promotion Association | 511 S 6th St, Chambersburg, PA 17201-3405 | PA | 2010-08 | $220,058 |
| 4 | Change Your World Through Me Foundation | Po Box 224, Mt Gretna, PA 17064 | PA | 2011-04 | $0 |
| 5 | Charitable Tr Of Robert S Anderson | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2010-06 | $632,838 |
| 6 | Charles A Hunsberger Trust Uw 1710500 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 2011-05 | $316,757 |
| 7 | Charles B Dunn Trust W Fbo Spc | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $5,485 | |
| 8 | Charles B Oliver Trust Uw 10 2919 00 8, Boston Safe Deposit & Trust Co Tr | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $59,979 | |
| 9 | Charles E Heed Trust Uw Fbo Meth Epis Church Lumbervl Pa | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $3,828 | |
| 10 | Charles H Gano Trust, Pittsburgh National Bank | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2006-01 | $217,602 |
| 11 | Charles H Greenleaf Trust U Tnd 14-0550-00-5 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $173,428 | |
| 12 | Charles Kerr Foundation | 123 N Main St, New Hope, PA 18938-1316 | PA | 1998-01 | $479,628 |
| 13 | Charles L Hammel Iii Foundation | 120 Fifth Avenue Fifth Avenue Place, Pittsburgh, PA 15222 | PA | 2006-03 | $1 |
| 14 | Charles L Taylor Irrev Tr Uw 16-10- 001-0079144 11-13-14 Fbo Western | Pnc Bank 620 Liberty Ave No 10thfl, Pittsburgh, PA 15222 | PA | 2006-01 | $4,881 |
| 15 | Club Puerto Rico Of Maryland Inc | 12370 Highpoint Road, Felton, PA 17322 | PA | 2010-08 | $0 |
| 16 | Charter Foundation The | 640 Narcisi Ln, Wayne, PA 19087-2238 | PA | 2010-05 | $4,069,076 |
| 17 | Chartiers Valley Primary School Parent Teacher Group Inc, Cvps Ptg | 125 Thoms Run Rd, Bridgeville, PA 15017-2800 | PA | 2009-12 | $90,841 |
| 18 | Checking For Cancer | Po Box 302, Haverford, PA 19041 | PA | 2010-04 | $40,281 |
| 19 | Cheltenham Police Pension Fund Inc | 8230 Old York Rd, Elkins Park, PA 19027-1514 | PA | 2009-12 | $383,127 |
| 20 | Chester County Food Bank | 650 Pennsylvania Dr, Exton, PA 19341-1127 | PA | 2009-10 | $8,302,744 |
Organization representatives - add corrected or new information about Charles H Greenleaf Trust U Tnd 14-0550-00-5 »
Non-representatives - add comments about Charles H Greenleaf Trust U Tnd 14-0550-00-5»