Arthur L Berry Trust-1985 Key Trust Company-Ttee 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
| Arthur L Berry Trust-1985 Key Trust Company-Ttee | |
| Employer Identification Number (EIN) | 016078823 |
| Name of Organization | Arthur L Berry Trust-1985 Key Trust Company-Ttee |
| In Care of Name | Keybank Natl Assoc |
| Address | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 |
| 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 | $346,238 |
| Amount of Income | $25,423 |
| Form 990 Revenue Amount | $5,557 |
Non-representatives - add comments:
Revenue for 2012
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 | $5,557 | $9,007 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,007 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $420 | |||
| Total expenses and disbursements | $29,013 | $2,918 | $0 | $25,267 |
| Compensation of officers, directors, trustees, etc. | $3,891 | |||
| Total operating and administrative expenses | $5,719 | $2,918 | $1,973 | |
| Contributions, gifts, grants paid | $23,294 | |||
| Excess of revenue over expenses and disbursements | $-23,456 | |||
| Net investment income | $6,089 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $359,565 | $357,834 |
| 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 | $359,565 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $359,565 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-3,870 |
| 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 | $61 |
| Total credits and payments | $416 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $416 |
| 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 |
| Overpayment | $355 |
| Amount to be credited to 2013 estimated tax | $64 |
| 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 | $359,561 |
| Net value of noncharitable-use assets | $354,160 |
| Minimum investment return | $17,708 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,647 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,647 |
| 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 Ohio | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Arthritis Foundation Inc, Ohio River Valley Chapter | 7124 Miami Ave, Madeira, OH 45243-2675 | OH | 1966-10 | $6,178,351 |
| 2 | Arthur & Ermille Ehlers Foundation | 38 Fountain Square Plz, Cincinnati, OH 45202-3102 | OH | $259,721 | |
| 3 | Arthur A Armbrust Irrev Trust 02 30n027005 Jk2 Oh Reg | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $795,274 | |
| 4 | Arthur Albert Smith Memorial Fund Trust | 10 W Second St Fl 26, Dayton, OH 45402-1791 | OH | $58,933 | |
| 5 | Arthur And Sara Jo Kobacker Family Charitable Foundation Inc | 1234 E Broad St, Columbus, OH 43205-1405 | OH | 1993-08 | $105,266 |
| 6 | Arthur Armbrust Irrv Tr | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $762,326 | |
| 7 | Arthur E Elsie G And Betty M Kranz Family Foundation | 25550 Chagrin Blvd Ste 403, Beachwood, OH 44122-4640 | OH | 2002-08 | $93,005 |
| 8 | 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 |
| 9 | Arthur J Freese Foundation | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1980-07 | $652,806 |
| 10 | Arthur J Willey Medical Educational | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1973-01 | $23,488 |
| 11 | Arthur L Berry Trust-1985 Key Trust Company-Ttee | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | $25,423 | |
| 12 | Arthur L Cohen Scholarship Fund 10 10 216 0654680 | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 2004-03 | $87,733 |
| 13 | Arthur L Parker Foundation | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1964-09 | $52,219 |
| 14 | Arthur Morgan Institute For Community Solutions | PO BOX 243, Yellow Spgs, OH 45387-0243 | OH | 1948-01 | $101,139 |
| 15 | Arthur Mutual Telephone Company | 21980 State Route 637, Defiance, OH 43512-9308 | OH | 1965-02 | $1,693,498 |
| 16 | Arthur R Atwood Scholarship Fund | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1958-08 | $9,912 |
| 17 | Arthur R Gould Memorial Hospital Permanent Trust Fund | Keybank 4900 Tiedman Oh-01-49-0150, Brooklyn, OH 44144 | OH | 1976-05 | $33,057 |
| 18 | Arthur R Treanor Fbo Saginaw Community Chest Ta 1555 Nect | 106 S Main St Fl 16, Akron, OH 44308-1412 | OH | 1974-10 | $27,435 |
| 19 | Arthur R Treanor Ta 1518 Nect | 106 S Main St-16th Fl, Akron, OH 44308-1417 | OH | 1900-12 | $20,517 |
| 20 | Arthur Rhodes Mackley Memorial Scholarship Fund, Aka Dorothy M Corson Testamentary T | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1978-06 | $176,286 |
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