Converse C & M I Costello Trust Ui 14 0245 00 2 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
| Converse C & M I Costello Trust Ui 14 0245 00 2 | |
| Employer Identification Number (EIN) | 046091359 |
| Name of Organization | Converse C & M I Costello Trust Ui 14 0245 00 2 |
| In Care of Name | Mellon Trust Of New England |
| 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 | $329,637 |
| Amount of Income | $151,939 |
| Form 990 Revenue Amount | $6,611 |
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 | $13,126 | $13,104 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,812 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $40 | |||
| Other | $7,274 | |||
| Total expenses and disbursements | $19,296 | $3,104 | $0 | $16,162 |
| Compensation of officers, directors, trustees, etc. | $4,887 | |||
| Total operating and administrative expenses | $5,124 | $3,104 | $1,990 | |
| Contributions, gifts, grants paid | $14,172 | |||
| Excess of revenue over expenses and disbursements | $-6,170 | |||
| Net investment income | $10,000 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $298,495 | $336,944 |
| 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 | $290,968 | |
| Other | $7,527 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $298,495 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,274 |
| 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 | $200 |
| Total credits and payments | $65 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $65 |
| 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 | $135 |
| 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 | $329,918 |
| Net value of noncharitable-use assets | $324,960 |
| Minimum investment return | $16,248 |
| Distributable Amount (for 2012) | |
| Distributable amount | $16,048 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $16,048 |
| 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 | Contact Usa Inc, Contact Pittsburgh Inc | PO BOX 9095, Pittsburgh, PA 15224-0095 | PA | 1996-11 | $76,424 |
| 2 | Contemporary Glass Philadelphia | 541 Woodland Dr, Radnor, PA 19087-4609 | PA | 2001-05 | $16,679 |
| 3 | Contempra Dance Theatre Inc | 375 W Lancaster Ave, Wayne, PA 19087-3926 | PA | 2002-05 | $51,746 |
| 4 | Context Foundation Inc | 2216 South St, Philadelphia, PA 19146-1145 | PA | 2007-08 | $10,346 |
| 5 | Continental Foundation | 620 W Germantown Pike Ste 350, Plymouth Mtng, PA 19462-2219 | PA | 1987-01 | $85,989 |
| 6 | Continental Societies Inc, Metropolitan Philadelphia Chapter | 7831 Deer Run Rd, Laverock, PA 19038-7223 | PA | 1941-03 | $31,324 |
| 7 | Continuing Care Management Services Network | 3805 West Chester Pike Ste 100, Newtown Sq, PA 19073-2329 | PA | 1946-03 | $1,618,293 |
| 8 | Contractors Association Of Eastern Pennsylvania | 1500 Walnut St Ste 1105, Philadelphia, PA 19102-3506 | PA | 1955-12 | $742,632 |
| 9 | Controlled Environment Horticulture Inc, C-O Thomas C Morrison | 2639 Big Sewickley Creek Rd, Sewickley, PA 15143-8642 | PA | 1994-06 | $34,700 |
| 10 | Convention And Vistors Bureau Of Blair County, Allegheny Mountains Convention & Vi | 1216 11th Ave Ste 216, Altoona, PA 16601-3413 | PA | 2001-11 | $580,314 |
| 11 | Converse C & M I Costello Trust Ui 14 0245 00 2 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $151,939 | |
| 12 | Conyngham Valley Civic Organization | PO BOX 1316, Conyngham, PA 18219-1316 | PA | 1994-03 | $183,885 |
| 13 | Conyngham Valley Historical Society | PO BOX 131, Conyngham, PA 18219-0131 | PA | 2004-11 | $13,655 |
| 14 | Cook Forest Sawmill Center For The Arts | PO BOX 180, Cooksburg, PA 16217-0180 | PA | 1984-01 | $199,709 |
| 15 | Cook Nonprofit Mutual Cemetery Company, Ballard Spahr Andrews & Ingersoll | 44 Fairview Rd, Penn Valley, PA 19072-1329 | PA | 2002-03 | $10,973 |
| 16 | Cooks Pond Association | P O Box 227, Athens, PA 18810 | PA | 1997-04 | $0 |
| 17 | Coolbaugh Township Firemans Relief Association | 652 Laurel Dr, Tobyhanna, PA 18466-8047 | PA | 2007-06 | $209,641 |
| 18 | Coolbaugh Township Volunteer Fire Company | 652 Laurel Dr, Tobyhanna, PA 18466-8047 | PA | 1998-04 | $247,485 |
| 19 | Coolspring Power Museum | PO BOX 19, Coolspring, PA 15730-0019 | PA | 1986-08 | $124,890 |
| 20 | Cooper-Siegel Family Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1997-06 | $1,894,779 |
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