Charles Ford Trust, Charles Ford Memorial Home in New Harmony, 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
| Charles Ford Trust, Charles Ford Memorial Home | |
| Employer Identification Number (EIN) | 350985961 |
| Name of Organization | Charles Ford Trust |
| Secondary Name | Charles Ford Memorial Home |
| Address | PO BOX 395, New Harmony, IN 47631-0395 |
| Activities | Housing for the aged (see also 153) |
| Subsection | Charitable Organization |
| Ruling Date | 05/1959 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $6,268,418 |
| Amount of Income | $620,570 |
| Form 990 Revenue Amount | $794,144 |
Non-representatives - add comments:
Revenue for 2011
Assets 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 | $794,144 | $232,122 | $673,200 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1,274 | |||
| Dividends and interest from securities | $181,398 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $490,528 | |||
| Other | $120,944 | |||
| Total expenses and disbursements | $1,198,450 | $55,859 | $0 | $897,958 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,198,450 | $55,859 | $897,958 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-404,306 | |||
| Net investment income | $176,263 | |||
| Adjusted net income | $673,200 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,668,561 | $6,376,886 |
| Cash - non-interest-bearing | $2,542 | |
| Investments-U.S. and state government obligations | $1,242,303 | |
| Investments-corporate stock | $3,144,075 | |
| Investments-corporate bonds | $544,329 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $354,718 | |
| Other | $380,594 | |
| Total liabilities | $1,200,881 | |
| Mortgages and other notes payable | $0 | |
| Other | $1,200,881 | |
| Total liabilities and net assets/fund balances | $4,467,680 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $120,944 |
| 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 | $3,525 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $3,525 |
| Amount to be credited to 2012 estimated tax | $0 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| 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 | Charitable Management Foundation Inc | PO BOX 5787, Evansville, IN 47716-5787 | IN | 1984-06 | $1,950,291 |
| 2 | Charitable Sports Activities Of America Inc | 6142 Saint Joe Center Rd 106, Fort Wayne, IN 46835-2505 | IN | 1995-06 | $47,737 |
| 3 | Charity Faith Fellowship Ministries Inc | 2643 New York Ave, Whiting, IN 46394-2149 | IN | 2000-04 | $45,582 |
| 4 | Charity Fellowship | 300 Pratt St, Franklin, IN 46131-1474 | IN | 2009-12 | $0 |
| 5 | Charity Horse Shows Inc, Traders Point Charity Horse Show | 8750 Oak St, Zionsville, IN 46077-7646 | IN | 1981-04 | $647,770 |
| 6 | Tindley Accelerated Schools Inc | 3960 Meadows Dr, Indianapolis, IN 46205-3114 | IN | 2002-10 | $18,310,472 |
| 7 | Charles B Keitzer And Lenore M Keitzer Memorial Trust C | PO BOX 8, Monterey, IN 46960-0008 | IN | 1982-01 | $21,618 |
| 8 | Charles D & Gertrude H Oconner Educational Tr | 9650 W 400 N, Wolcott, IN 47995-8255 | IN | 1981-11 | $149,520 |
| 9 | Charles Eades Scholarship Trust, Old National Trust Ttee | PO BOX 207, Evansville, IN 47702-0207 | IN | 2008-09 | $370,031 |
| 10 | Charles F Peterson Charitable Trust | PO BOX 929, Columbus, IN 47202-0929 | IN | $60,618 | |
| 11 | Charles Ford Trust, Charles Ford Memorial Home | PO BOX 395, New Harmony, IN 47631-0395 | IN | 1959-05 | $620,570 |
| 12 | Charles H & Jessie A Ker Fund | 971 Country Club Ln, Warsaw, IN 46580-5020 | IN | 1953-04 | $746 |
| 13 | Charles M & E Remster Shade Trust | 1759 E Us Highway 136, Hillsboro, IN 47949-8115 | IN | 1985-12 | $250 |
| 14 | Charles Miller Memorial Foundation Inc | 300 N Meridian St Ste 2700, Indianapolis, IN 46204-1750 | IN | 1996-04 | $2,278 |
| 15 | Charles T Hyte Community Center Inc | 618 Wabash Avenue Suite 2, Terre Haute, IN 47807 | IN | 1953-02 | $0 |
| 16 | Charlestown Cemetery Association | 893 High St, Charlestown, IN 47111-1209 | IN | 1945-06 | $100,414 |
| 17 | Charlestown Volunteer Fire Department Inc | PO BOX 235, Charlestown, IN 47111-0235 | IN | 2001-03 | $452,023 |
| 18 | Charley Creek Foundation Inc | PO BOX 454, Wabash, IN 46992-0454 | IN | 2002-09 | $651,443 |
| 19 | Charlie Tippmann Foundation Charitable Tr, Tippmann Dennis J Sr Ttee | 3518 Adams Center Rd, Fort Wayne, IN 46806-1502 | IN | 2006-07 | $5,089,762 |
| 20 | Charlotte M Richardt Charitable Tr Ohio Valley Natl Bank Trust Dept | PO BOX 207, Evansville, IN 47702-0207 | IN | 1996-05 | $69,654 |
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