William H Conant Trust Ui 14-0244-00-5 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
| William H Conant Trust Ui 14-0244-00-5 | |
| Employer Identification Number (EIN) | 046091358 |
| Name of Organization | William H Conant Trust Ui 14-0244-00-5 |
| 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) |
| Ruling Date | 06/1973 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,581,881 |
| Amount of Income | $2,135,205 |
| Form 990 Revenue Amount | $71,607 |
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 | $177,182 | $176,154 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $80,439 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $96,743 | |||
| Total expenses and disbursements | $270,010 | $20,716 | $0 | $248,034 |
| Compensation of officers, directors, trustees, etc. | $30,647 | |||
| Total operating and administrative expenses | $34,270 | $20,716 | $12,294 | |
| Contributions, gifts, grants paid | $235,740 | |||
| Excess of revenue over expenses and disbursements | $-92,828 | |||
| Net investment income | $155,438 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,167,777 | $4,669,617 |
| 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 | $4,146,116 | |
| Other | $21,661 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,167,777 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $96,743 |
| 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 | $1,554 |
| Total credits and payments | $1,266 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,266 |
| 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 | $288 |
| 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 | $4,702,220 |
| Net value of noncharitable-use assets | $4,631,680 |
| Minimum investment return | $231,584 |
| Distributable Amount (for 2012) | |
| Distributable amount | $230,030 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $230,030 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $218,718 |
| 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 | William F Blackman Char Farm Tr Uw | 1650 Market St, Philadelphia, PA 19103-7301 | PA | 2008-01 | $8,387 |
| 2 | William F Gauss And Lynn D Gauss Foundation | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2001-11 | $2,101,756 |
| 3 | William F Mccann Residuary Trust U/W 20089-04 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $27,539 | |
| 4 | William F Price Foundation | 50 Linree Ave, Reading, PA 19606-9074 | PA | 1961-06 | $17,499 |
| 5 | William G Baker Jr Memorial Fund | Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1965-02 | $15,116,218 |
| 6 | William G Davis Charitable Trust | Pnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222 | PA | 1976-02 | $341,018 |
| 7 | William Gerstley Ii Foundation | 1617 Jfk Boulevard, Philadelphia, PA 19103-1821 | PA | 1956-10 | $356 |
| 8 | William Goldman Foundation C/O Marilyn Klein | 290 King Of Prussia Rd Ste 104, Radnor, PA 19087-5107 | PA | 1954-12 | $299,683 |
| 9 | William Griffith Trust Fbo M Barkley Et Al | 19 N Main St, Greensburg, PA 15601-2401 | PA | 2001-08 | $265,218 |
| 10 | William H Conant T U W | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $222,890 | |
| 11 | William H Conant Trust Ui 14-0244-00-5 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1973-06 | $2,135,205 |
| 12 | William H Cropper Tr U Will 10103808002 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $221,129 | |
| 13 | William H Cropper Trust 10-3811-00-6, Boston Safe Deposit & Trust Co | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $86,002 | |
| 14 | William H Cropper Trust Uw 10103810008 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $105,578 | |
| 15 | William H Drackett Family Foundation | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1999-08 | $10,449 |
| 16 | William H Heald Scholarship Fund 4256 | 1600 Market St Tax Department, Philadelphia, PA 19103-7240 | PA | 1970-12 | $317,668 |
| 17 | William H Sowden Tr U-W | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $11,247 | |
| 18 | William H Sweatt Tr Uw Art 12 10 1657 00 5 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1970-12 | $661,436 |
| 19 | William I & Patricia S Snyder Foundation, Neuman K Sidney | Normandy Place 107 Patton Drive No, Moon Twp, PA 15108 | PA | 1996-01 | $163,512 |
| 20 | William J & Ann M Roll Foundation | 227 Wild Cherry Ln, Northumberlnd, PA 17857-9681 | PA | 1999-12 | $317,179 |
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