Anne Bailey Char Tr D T-A in Brooklyn, Ohio (OH)
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 Ohio
| Anne Bailey Char Tr D T-A | |
| Employer Identification Number (EIN) | 347207034 |
| Name of Organization | Anne Bailey Char Tr D T-A |
| In Care of Name | Key Bank Ntl Assoc Ttee |
| Address | 4900 Tiedeman Rd 1st Flr, Brooklyn, OH 44144-2338 |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $331,120 |
| Amount of Income | $313,718 |
| Form 990 Revenue Amount | $1,823 |
Non-representatives - add comments:
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 | $1,823 | $6,802 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,802 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $4,740 | $2,925 | $0 | $1,475 |
| Compensation of officers, directors, trustees, etc. | $3,900 | |||
| Total operating and administrative expenses | $4,740 | $2,925 | $1,475 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-2,917 | |||
| Net investment income | $3,877 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $331,120 | $346,597 |
| 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 | $331,120 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $331,120 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-4,979 |
| 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 | $78 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $78 |
| 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? | 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | Yes |
| 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 | $340,527 |
| Net value of noncharitable-use assets | $335,420 |
| Minimum investment return | $16,771 |
| Distributable Amount (for 2011) | |
| Distributable amount | $16,693 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $16,693 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $16,693 |
| 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 Ohio | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Anna Civic Association Inc | 100 South Main Avenue Suite 300, Sidney, OH 45365 | OH | 1996-10 | $0 |
| 2 | Anna D Stinson Trust | PO BOX 10099, Toledo, OH 43699-0099 | OH | 1977-09 | $15,830 |
| 3 | Anna England Wildberg Charitable Tr | 5910 Landerbrook Dr Ste 200, Cleveland, OH 44124-6500 | OH | 1985-02 | $1,694 |
| 4 | Anna Local Schools Education Foundation | PO BOX 475, Anna, OH 45302-0475 | OH | 1996-08 | $999,414 |
| 5 | Anna Marie & Russel Waldron Scholarship Fund | PO BOX 1558, Columbus, OH 43216-1558 | OH | 1995-11 | $14,243 |
| 6 | Anna Randle Troug Memorial Foundation | 8020 Bainbrook Dr, Chagrin Falls, OH 44023-4813 | OH | 1974-12 | $1,824 |
| 7 | Anna Rescue Unit Inc | PO BOX 201, Anna, OH 45302-0201 | OH | 1978-07 | $321,328 |
| 8 | Anna Schweinfurth Charitable Trust | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $173,444 | |
| 9 | Annabelle V Wilkinson Foundation, Firstmerit Bank Na Ttee | 106 S Main St Ste 1600, Akron, OH 44308-1418 | OH | 2007-01 | $593,901 |
| 10 | Annapolis Coalition On The Behavioral Health Workforce Inc | 3523 Parkline Ave, Cincinnati, OH 45208-1719 | OH | 2008-03 | $97,869 |
| 11 | Anne Bailey Char Tr D T-A | 4900 Tiedeman Rd 1st Flr, Brooklyn, OH 44144-2338 | OH | $313,718 | |
| 12 | Anne Grady Day Program | 1525 Eber Rd, Holland, OH 43528-9616 | OH | 2009-05 | $2,481,011 |
| 13 | Anne Grady Foundation | 1525 Eber Rd, Holland, OH 43528-9616 | OH | 1987-11 | $1,234,369 |
| 14 | Anne Grady Services | 1525 Eber Rd, Holland, OH 43528-9616 | OH | 2008-08 | $54,190 |
| 15 | Anne Kilcawley Christman Foundation | C/O Farmers Trust Co 42 Mcclurg R, Youngstown, OH 44512 | OH | 2003-07 | $33,861,154 |
| 16 | Anne Simpson Davis Middle School Pto | 2400 Sutter Pkwy, Dublin, OH 43016-8936 | OH | 1989-04 | $43,925 |
| 17 | Anneliese Von Oettingen School Of Ballet | 4165 Harrison Ave, Cincinnati, OH 45211-4501 | OH | 2005-08 | $70,377 |
| 18 | Annie Oakley Committee Incorporated | PO BOX 129, Greenville, OH 45331-0129 | OH | 1971-06 | $20,975 |
| 19 | Annie W & Elizabeth M Anderson Foundation, Buttress Christine A Ttee | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1998-11 | $3,407,961 |
| 20 | Anning Fam Charitable Foundation Tr, Anning Robert D H & Sydney F Ttees | 25 Weebetook Ln, Cincinnati, OH 45208-3330 | OH | 2005-06 | $6,773 |
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