Arthur Albert Smith Memorial Fund Trust in Dayton, 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
| Arthur Albert Smith Memorial Fund Trust | |
| Employer Identification Number (EIN) | 016079294 |
| Name of Organization | Arthur Albert Smith Memorial Fund Trust |
| In Care of Name | Keybank Na |
| Address | 10 W Second St Fl 26, Dayton, OH 45402-1791 |
| Subsection | Charitable Organization |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $293,380 |
| Amount of Income | $58,933 |
| Form 990 Revenue Amount | $39,801 |
Non-representatives - add comments:
Expenses 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 | $-16,430 | $8,339 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,339 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $73 | |||
| Total expenses and disbursements | $5,910 | $2,635 | $0 | $1,875 |
| Compensation of officers, directors, trustees, etc. | $3,500 | |||
| Total operating and administrative expenses | $5,910 | $2,635 | $1,875 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-22,340 | |||
| Net investment income | $5,704 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $304,117 | $279,275 |
| 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 | $304,117 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $304,117 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-24,842 |
| 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 | $114 |
| Total credits and payments | $2,144 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,144 |
| 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 | $2,030 |
| Amount to be credited to 2013 estimated tax | $116 |
| 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? | 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 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 | $275,937 |
| Net value of noncharitable-use assets | $271,800 |
| Minimum investment return | $13,590 |
| Distributable Amount (for 2012) | |
| Distributable amount | $13,476 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $13,476 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $13,476 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
The Vanns Foundation Inc in Dayton, OH
  |
|
Nami Of Montgomery County Ohio in Dayton, OH
|
|
African Christian Community Center in Dayton, OH
|
| Latino Connection in Dayton, OH |
| Dayton Dolphins Youth Organization in Dayton, OH |
|
Life Enrichment Center in Dayton, OH
|
|
First Mental Retardation Corporation in Dayton, OH
|
|
National Spiritualist Association Of Churches, Ashley Spiritualist Camp in Ashley, OH
|
Osteopathic Heritage Foundation in Columbus, OH
 |
|
Razavi Farsi School Inc in Sylvania, OH
|
| Other organizations in Ohio | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Art Song Festival | 275 Eastland Rd, Berea, OH 44017-2005 | OH | 2005-10 | $63,144 |
| 2 | Art Space-Lima | 65 Town Sq # 67, Lima, OH 45801-4950 | OH | 1967-04 | $218,562 |
| 3 | Art Therapy Studio | 12200 Fairhill Rd, Cleveland, OH 44120-1013 | OH | 1968-05 | $396,653 |
| 4 | Art-To-Art Building Friendship Through Art | 16392 Greenville Rd, Ohio City, OH 45874-9230 | OH | 2002-07 | $3,796 |
| 5 | Artemis Center For Alternatives To Domestic Violence, Domestic Violence Resource Center | 310 W Monument Ave Fl 3, Dayton, OH 45402-3000 | OH | 1985-06 | $1,184,960 |
| 6 | Arthritis Foundation Inc, Central Ohio Chapter | 3740 Ridge Mill Dr, Hilliard, OH 43026-9231 | OH | 1978-01 | $1,541,896 |
| 7 | Arthritis Foundation Inc, Northeastern Ohio Chapter | 4630 Richmond Rd Ste 240, Cleveland, OH 44128-5954 | OH | 1978-01 | $1,616,174 |
| 8 | Arthritis Foundation Inc, Ohio River Valley Chapter | 7124 Miami Ave, Madeira, OH 45243-2675 | OH | 1966-10 | $6,178,351 |
| 9 | Arthur & Ermille Ehlers Foundation | 38 Fountain Square Plz, Cincinnati, OH 45202-3102 | OH | $259,721 | |
| 10 | Arthur A Armbrust Irrev Trust 02 30n027005 Jk2 Oh Reg | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $795,274 | |
| 11 | Arthur Albert Smith Memorial Fund Trust | 10 W Second St Fl 26, Dayton, OH 45402-1791 | OH | $58,933 | |
| 12 | Arthur And Sara Jo Kobacker Family Charitable Foundation Inc | 1234 E Broad St, Columbus, OH 43205-1405 | OH | 1993-08 | $105,266 |
| 13 | Arthur Armbrust Irrv Tr | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $762,326 | |
| 14 | Arthur E Elsie G And Betty M Kranz Family Foundation | 25550 Chagrin Blvd Ste 403, Beachwood, OH 44122-4640 | OH | 2002-08 | $93,005 |
| 15 | Arthur G James Cancer Hospital & Richard J Solove Rsrch Inst Fndtn | 300 W 10th Ave, Columbus, OH 43210-1280 | OH | 1990-09 | $2,896,178 |
| 16 | Arthur J Freese Foundation | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1980-07 | $652,806 |
| 17 | Arthur J Willey Medical Educational | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1973-01 | $23,488 |
| 18 | Arthur L Berry Trust-1985 Key Trust Company-Ttee | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | $25,423 | |
| 19 | Arthur L Cohen Scholarship Fund 10 10 216 0654680 | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 2004-03 | $87,733 |
| 20 | Arthur L Parker Foundation | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1964-09 | $52,219 |
Organization representatives - add corrected or new information about Arthur Albert Smith Memorial Fund Trust »
Non-representatives - add comments about Arthur Albert Smith Memorial Fund Trust»