Joseph A And Janet G Zembrodt Family Foundation in Ft Mitchell, Kentucky (KY)
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
- Organizations performing similar types of work
| Joseph A And Janet G Zembrodt Family Foundation | |
| Employer Identification Number (EIN) | 262164628 |
| Name of Organization | Joseph A And Janet G Zembrodt Family Foundation |
| Address | 13 Georgetown Dr, Ft Mitchell, KY 41017-2807 |
| Subsection | Charitable Organization |
| Ruling Date | 04/2008 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $13,566 |
| Amount of Income | $6 |
| Form 990 Revenue Amount | $26 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2012: $6 (it was $26 in 2011)
| Joseph A And Janet G Zembrodt Family Foundation: | $6 |
| Other organizations performing similar types of work: | $103,138 |
Assets in 2012: $13,566 (it was $13,710 in 2011)
| Joseph A And Janet G Zembrodt Family Foundation: | $13,566 |
| Other organizations performing similar types of work: | $338,623 |
Expenses in 2012: $150
| This organization: | $150 |
| Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2012: 0.0
| Joseph A And Janet G Zembrodt Family Foundation: | 0.0 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| Joseph A And Janet G Zembrodt Family Foundation: | 0.0% |
| Other organizations performing similar types of work: | 79.6% |
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 | $6 | $6 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $150 | $0 | $0 | $150 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $150 | |||
| Excess of revenue over expenses and disbursements | $-144 | |||
| Net investment income | $6 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $13,566 | $13,566 |
| Cash - non-interest-bearing | $8,250 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,316 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $13,566 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $97 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $97 |
| 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 | $0 |
| Overpayment | $97 |
| Amount to be credited to 2013 estimated tax | $97 |
| 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? | 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 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 | $13,643 |
| Net value of noncharitable-use assets | $13,440 |
| Minimum investment return | $672 |
| Distributable Amount (for 2012) | |
| Distributable amount | $672 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $672 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $293 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Ibb Cockayne Fund Inc | 4969 Us Highway 42 Ste 2000, Louisville, KY 40222-6391 | KY | 2011-09 | $3,112,340 |
| 2 | P 4 P Foundation, Joann Combs Ttee | 4 W Fourth St, Newport, KY 41071-4150 | KY | 2012-01 | $2,179,476 |
| 3 | W L Lyons Brown Jr Fund Inc | 500 W Jefferson St Ste 2800, Louisville, KY 40202-2813 | KY | 2011-09 | $1,705,666 |
| 4 | Owsley Brown Ii Cockayne Fund Inc | 333 E Main St Ste 401, Louisville, KY 40202-1297 | KY | 2011-09 | $1,550,488 |
| 5 | Republic Bank Foundation Inc | 601 W Market St, Louisville, KY 40202-2745 | KY | 2010-07 | $1,423,774 |
| 6 | Growing Tree Foundation Inc | 100 Riverside Pl Unit 1004, Covington, KY 41011-5704 | KY | 2015-03 | $1,271,450 |
| 7 | Snowy Owl Foundation | 471 W Main St Ste 500, Louisville, KY 40202-4224 | KY | 2011-09 | $1,213,647 |
| 8 | William A Marquard Family Foundation Inc | 715 Bakewell St, Covington, KY 41011-1227 | KY | 2007-12 | $1,198,344 |
| 9 | William Guy Spriggs Charitable Trust | PO BOX 1360, Ashland, KY 41105-1360 | KY | 2001-03 | $1,068,573 |
| 10 | Muir House Foundation | PO BOX 34088, Lexington, KY 40588-4088 | KY | 2014-07 | $1,001,103 |
| 11 | Stock Yards Bank Foundation Inc | PO BOX 34290, Louisville, KY 40232-4290 | KY | 2001-02 | $558,125 |
| 12 | Owsley Brown Ii Family Philanthropic Foundation Inc | 333 E Main St Ste 401, Louisville, KY 40202-1297 | KY | 2015-04 | $397,607 |
| 13 | Shaver Foundation Inc | 505 Executive Park, Louisville, KY 40207-4205 | KY | 2007-07 | $370,824 |
| 14 | The@frank And Mattie Justice Charitable Foundation | 4200 Winchester Rd, Lexington, KY 40509-9573 | KY | 2000-03 | $306,166 |
| 15 | Jw Kinzer Foundation Inc, Jw Kinzer Foundation | 155 New Kentucky Route 80, Allen, KY 41601 | KY | 2010-01 | $220,000 |
| 16 | Don Jacobs Charitable Foundation Inc | 120 Prosperous Pl Ste 300, Lexington, KY 40509-1866 | KY | 2010-06 | $204,787 |
| 17 | Thelma And Arron Chase Charitable Foundation Inc | 2504 Denham Rd, Louisville, KY 40205-2360 | KY | 2003-11 | $200,655 |
| 18 | John H Smith Jr & Jeanette M Smith Charitable Foundation | PO BOX 32760, Louisville, KY 40232-2760 | KY | 2010-04 | $183,192 |
| 19 | Sam Schubert Foundation | 27 Southwind Rd, Louisville, KY 40207-1512 | KY | 2004-05 | $152,658 |
| 20 | William Bartram And Eloise Williams Sturgill Family Foundation | 1256 Manchester St, Lexington, KY 40504-1129 | KY | 2014-02 | $149,701 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 20,448 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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