Martine Mcdaniel Charitable Trust in Bowling Green, 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
- Other organizations in Kentucky
| Martine Mcdaniel Charitable Trust | |
| Employer Identification Number (EIN) | 616160744 |
| Name of Organization | Martine Mcdaniel Charitable Trust |
| In Care of Name | Beaver Dam Deposit Bank Dept |
| Address | 751 Campbell Ln, Bowling Green, KY 42104-1040 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $26,803 |
| Amount of Income | $6,407 |
| Form 990 Revenue Amount | $1,753 |
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 | $1,753 | $1,753 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $4 | |||
| Dividends and interest from securities | $961 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $788 | |||
| Total expenses and disbursements | $3,870 | $520 | $0 | $3,350 |
| Compensation of officers, directors, trustees, etc. | $1,000 | |||
| Total operating and administrative expenses | $2,070 | $520 | $1,550 | |
| Contributions, gifts, grants paid | $1,800 | |||
| Excess of revenue over expenses and disbursements | $-2,117 | |||
| Net investment income | $1,233 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $26,803 | $30,513 |
| Cash - non-interest-bearing | $34 | |
| Investments-U.S. and state government obligations | $8,519 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $16,772 | |
| Other | $1,478 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $26,803 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $788 |
| 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 | $25 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $25 |
| 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? | 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 | $31,529 |
| Net value of noncharitable-use assets | $31,060 |
| Minimum investment return | $1,553 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,528 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,528 |
| 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 Kentucky | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Marshall County Quarterback Club | PO BOX 910, Benton, KY 42025-0910 | KY | 1974-03 | $117,906 |
| 2 | Marshall County Senior Citizens Inc | PO BOX 421, Benton, KY 42025-0421 | KY | 1979-06 | $199,386 |
| 3 | Martha C Stacy Scholarship Foundation Inc | PO BOX 309, West Liberty, KY 41472-0309 | KY | 1997-06 | $38,469 |
| 4 | Martha R Jones Foundation For Health Education Inc | 204 N Lexington Ave, Wilmore, KY 40390-1129 | KY | 1966-11 | $123,659 |
| 5 | Marthas Vineyard Mission Inc | PO BOX 8307, Paducah, KY 42002-8307 | KY | 1996-07 | $129,667 |
| 6 | Martin Area Senior Citizens Center Inc | 81 Ruthie Daniels Drive, Martin, KY 41649 | KY | 1990-02 | $117,962 |
| 7 | Martin County Community Center Inc | 387 E Main Street, Inez, KY 41224-8023 | KY | 2003-01 | $657,082 |
| 8 | Martin County Fair Board Inc | PO BOX 1268, Inez, KY 41224-1268 | KY | 1994-09 | $19,978 |
| 9 | Martin County Senior Citizens Corporation | PO BOX 631, Inez, KY 41224-0631 | KY | 1989-07 | $133,361 |
| 10 | Martin Volunteer Fire Dept | PO BOX 1541, Martin, KY 41649-1541 | KY | 2001-06 | $645,039 |
| 11 | Martine Mcdaniel Charitable Trust | 751 Campbell Ln, Bowling Green, KY 42104-1040 | KY | 1988-12 | $6,407 |
| 12 | Mary Breckinridge Healthcare Inc | 130 Kate Ireland Dr, Hyden, KY 41749-9071 | KY | 1988-11 | $16,205,193 |
| 13 | Mary Breckinridge Home Health Inc | 166 Kate Ireland Drive, Hyden, KY 41749 | KY | 2006-10 | $1,224,440 |
| 14 | Mary Breckinridge Housing Inc | 3245 Loch Ness Dr, Lexington, KY 40517-1240 | KY | 1984-09 | $204,628 |
| 15 | Mary Butler Longest Foundation | PO BOX 3429, Louisville, KY 40201 | KY | 2005-12 | $2,063,493 |
| 16 | Mary Byron Project Inc | 10401 Linn Station Rd Ste 116, Louisville, KY 40223-3842 | KY | 2000-11 | $446,754 |
| 17 | Mary Chiles Hospital Foundation Inc | PO BOX 7, Mt Sterling, KY 40353-0007 | KY | 1988-01 | $64,550 |
| 18 | Mary E Wharton Nature Sanctuary At Floracliff Inc | PO BOX 21723, Lexington, KY 40522-1723 | KY | 1989-08 | $144,095 |
| 19 | Mary Elizabeth Herche Charitable Tr | PO BOX 32760, Louisville, KY 40232-2760 | KY | 2003-10 | $149,449 |
| 20 | Mary G Copeland Foundation Inc | PO BOX 575, Winchester, KY 40392-0575 | KY | 1994-03 | $585,000 |
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