C Carlisle And Margaret M Tippitt Charitable Tr, Bright James R Co-Ttee in Cleveland, 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
| C Carlisle And Margaret M Tippitt Charitable Tr, Bright James R Co-Ttee | |
| Employer Identification Number (EIN) | 341627297 |
| Name of Organization | C Carlisle And Margaret M Tippitt Charitable Tr |
| Secondary Name | Bright James R Co-Ttee |
| Address | 925 Euclid Ave Ste 2000, Cleveland, OH 44115-1407 |
| Activities | School, college, trade school, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 09/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 08/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,819,721 |
| Amount of Income | $467,745 |
| Form 990 Revenue Amount | $343,077 |
Non-representatives - add comments:
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 | $196,319 | $210,587 | $27,128 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $210,587 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $381,986 | $19,087 | $0 | $360,000 |
| Compensation of officers, directors, trustees, etc. | $34,000 | |||
| Total operating and administrative expenses | $38,986 | $19,087 | $17,000 | |
| Contributions, gifts, grants paid | $343,000 | |||
| Excess of revenue over expenses and disbursements | $-185,666 | |||
| Net investment income | $191,499 | |||
| Adjusted net income | $27,128 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,819,721 | $5,143,274 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $99,351 | |
| Investments-corporate stock | $3,632,731 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $87,639 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,819,721 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-14,267 |
| 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 | $1,915 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1,915 |
| Overpayment | $0 |
| 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 | $5,209,327 |
| Net value of noncharitable-use assets | $5,131,180 |
| Minimum investment return | $256,559 |
| Distributable Amount (for 2012) | |
| Distributable amount | $254,644 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $254,644 |
| 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 | C A S Recreation Association | PO BOX 3012, Columbus, OH 43210-0012 | OH | 1967-09 | $65,684 |
| 2 | C B Schreiber Tr Fbo Cinti Assoc Blind | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | $10,074 | |
| 3 | C B Schreiber Tr Fbo Clovernook Center | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | $68,798 | |
| 4 | C B Schreiber Tr Fbo Conv Hosp Children | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | $10,870 | |
| 5 | C B Schreiber Tr Fbo New Thought Unity | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | $91,371 | |
| 6 | C B Schreiber Tr Fbo Shriners Hosp | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | $5,910 | |
| 7 | C B Schreiber Tr Fbo Univ Cinti Gen Fd | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | $18,090 | |
| 8 | C Blake Jr And Beatrice K Mcdowell Foundation, Mcdowell Beatrice K Ttee | 3700 Ira Rd Unit B, Akron, OH 44333 | OH | 1998-11 | $196,382 |
| 9 | C C Choffin Trust | 201 E Commerce St, Youngstown, OH 44503-1659 | OH | 1962-04 | $390,862 |
| 10 | C C D S Foundation | 6905 Given Rd, Cincinnati, OH 45243-2839 | OH | 1991-01 | $6,754,549 |
| 11 | C Carlisle And Margaret M Tippitt Charitable Tr, Bright James R Co-Ttee | 925 Euclid Ave Ste 2000, Cleveland, OH 44115-1407 | OH | 1990-09 | $467,745 |
| 12 | C David Snyder Family Foundation | 1940 E 6th St Ste 200, Cleveland, OH 44114-2239 | OH | 1999-10 | $2,122 |
| 13 | C E B Potter, Key Trust Co | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | $1,401 | |
| 14 | C E S Credit Union Inc, 544 | PO BOX 631, Mount Vernon, OH 43050-0631 | OH | 1969-04 | $5,873,742 |
| 15 | C Francis Barrett Foundation Inc | One E Fourth St 1400, Cincinnati, OH 45202 | OH | 2001-09 | $1,811 |
| 16 | C G Jung Association Of Central Ohio | 59 W 3rd Ave, Columbus, OH 43201-3208 | OH | 1991-01 | $54,102 |
| 17 | C G Jung Educational Center Of Cleveland | Po Box 2162, Stow, OH 44224 | OH | 1990-07 | $0 |
| 18 | C Glenn Barber Foundation | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1982-08 | $355,227 |
| 19 | C H A T Of Ohio | 707 Lincoln Ave, East Liverpool, OH 43920 | OH | 2003-09 | $0 |
| 20 | C H Health Services Company, South Charleston Medical Center | 1 South Limestone Street, Springfield, OH 45502-1293 | OH | 1988-06 | $2,367,752 |
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