C Thomas Zimmer Memorial Fund in South Bend, Indiana (IN)
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 Indiana
C Thomas Zimmer Memorial Fund | |
Employer Identification Number (EIN) | 311091804 |
Name of Organization | C Thomas Zimmer Memorial Fund |
In Care of Name | First Source Bank |
Address | PO BOX 1602, South Bend, IN 46634-1602 |
Activities | Scholarships (other) |
Subsection | Charitable Organization |
Ruling Date | 11/1984 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2010 |
Assets | $10,000 to $24,999 |
Income | $1 to $9,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $18,908 |
Amount of Income | $8,000 |
Form 990 Revenue Amount | $1,365 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Analysis of Revenue and Expenses (for 2011) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $1,365 | $1,365 | $357 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $357 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $1,008 | |||
Total expenses and disbursements | $6,864 | $1,392 | $0 | $5,000 |
Compensation of officers, directors, trustees, etc. | $935 | |||
Total operating and administrative expenses | $1,864 | $1,392 | $0 | |
Contributions, gifts, grants paid | $5,000 | |||
Excess of revenue over expenses and disbursements | $-5,499 | |||
Net investment income | $0 | |||
Adjusted net income | $357 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $13,439 | $15,331 |
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 | $13,439 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $13,439 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $1,008 |
Net capital loss | $0 |
Excise Tax Based on Investment Income (for 2011) | |
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 | $39 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $39 |
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 |
Overpayment | $39 |
Amount to be credited to 2012 estimated tax | $39 |
Statements Regarding Activities (for 2011) | |
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 2011 or the taxable year beginning in 2011? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $18,832 |
Net value of noncharitable-use assets | $18,560 |
Minimum investment return | $928 |
Distributable Amount (for 2011) | |
Distributable amount | $928 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $928 |
Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
Private Operating Foundations (for 2011) | |||||
2011 | 2010 | 2009 | 2008 | 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 Indiana | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | C B Stout Foundation | PO BOX 207, Evansville, IN 47702-0207 | IN | 1969-08 | $24,421 |
2 | C D I Services Inc Employee Benefit Plan Trust | PO BOX 1602, South Bend, IN 46634-1602 | IN | 1990-08 | $143,019 |
3 | C Elmer & Leona A Barker Scholarship Tr, Fountain Tr Co Ttee | PO BOX 8, Covington, IN 47932-0008 | IN | 1981-06 | $263 |
4 | C F Sports Camp Inc | 9968 E Sylvania Rd, Bloomfield, IN 47424-7107 | IN | 2003-06 | $1,479 |
5 | C H Red Inc | 100 Northwestern Ave, W Lafayette, IN 47906-3502 | IN | 2008-12 | $1,107,441 |
6 | C James & Mary Lou Wilson Charitable Tr Inc, Wilson Mary Lou Ttee | 10765 Lantern Rd Ste 201, Fishers, IN 46038-3597 | IN | 2001-06 | $6,697 |
7 | C M & Rose Renneisen Scholarship Foundation Inc | PO BOX 207, Evansville, IN 47702-0207 | IN | 2001-01 | $1,194 |
8 | C M A Supply Employee Benefit Tr, Updike William E Ttee | PO BOX 2369, Columbus, IN 47202-2369 | IN | 2006-03 | $689,462 |
9 | C O Mollenhour Conservation Camp Council Inc | Co Ken Murphy 12522 S 600w, Silver Lake, IN 46982 | IN | 2001-06 | $39,544 |
10 | C Richard Johnson & Verna Louise Johnson Foundation Inc | 10 Lakeshore Dr, Boonville, IN 47601-2287 | IN | 1991-10 | $51,211 |
11 | C Thomas Zimmer Memorial Fund | PO BOX 1602, South Bend, IN 46634-1602 | IN | 1984-11 | $8,000 |
12 | C&s-Mrc Employee Benefit Tr, Trowbridge Hugh D Ttee | PO BOX 39, Tell City, IN 47586-0039 | IN | 1990-10 | $1,176,037 |
13 | Caap Housing Inc | 3266 N Meridian St, Indianapolis, IN 46208-5846 | IN | 1987-09 | $388,785 |
14 | Cabot Club Inc, 1020 Park Ave | PO BOX 9013, Kokomo, IN 46904-9013 | IN | 1956-10 | $209,291 |
15 | Cahoots Coffee Cafe Inc | 218 W Maumee St, Angola, IN 46703-1425 | IN | 2003-07 | $148,555 |
16 | Call A Ride Incorporated | PO BOX 307, Hebron, IN 46341 | IN | 1995-07 | $0 |
17 | Calument Ridge Lodge No 1258 Loyal Order Of Moose | 176 Kennedy Ave, Schererville, IN 46375-1229 | IN | 1940-05 | $132,938 |
18 | Calumet Area Intergroup | 7207 Indianapolis Blvd, Hammond, IN 46324-2249 | IN | 1983-06 | $103,556 |
19 | Calumet Area Literacy Council Inc | 564 State St, Hammond, IN 46320 | IN | 1987-11 | $0 |
20 | Calumet Astronomical Society Inc | Po Box 851, Griffith, IN 46319 | IN | 2001-04 | $0 |
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