Clarence & Judith Lapedes Family Foundation 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
- Organizations performing similar types of work
| Clarence & Judith Lapedes Family Foundation | |
| Employer Identification Number (EIN) | 311546075 |
| Name of Organization | Clarence & Judith Lapedes Family Foundation |
| In Care of Name | D&t |
| Address | 7200 Poe Ave Ste 400, Dayton, OH 45414-2547 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $856,188 |
| Amount of Income | $274,272 |
| Form 990 Revenue Amount | $70,086 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2010: $274,272 (it was $70,086 in 2011)
| Clarence & Judith Lapedes Family Foundation: | $274,272 |
| Other organizations performing similar types of work: | $120,021 |
Assets in 2010: $856,188 (it was $860,146 in 2011)
| Clarence & Judith Lapedes Family Foundation: | $856,188 |
| Other organizations performing similar types of work: | $470,342 |
Expenses in 2011: $66,128
| Clarence & Judith Lapedes Family Foundation: | $66,128 |
| Other organizations performing similar types of work: | $61,754 |
Income to expenses ratio in 2011: 4.1
| This organization: | 4.1 |
| Other organizations performing similar types of work: | 2.0 |
Revenue for 2011
Expenses for 2011
Assets 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 | $70,086 | $70,086 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $5 | |||
| Dividends and interest from securities | $30,110 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2,489 | |||
| Other | $37,482 | |||
| Total expenses and disbursements | $66,128 | $11,471 | $0 | $55,157 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $16,278 | $11,471 | $5,307 | |
| Contributions, gifts, grants paid | $49,850 | |||
| Excess of revenue over expenses and disbursements | $3,958 | |||
| Net investment income | $58,615 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $860,146 | $1,023,233 |
| Cash - non-interest-bearing | $27,739 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $314,816 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $517,591 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $860,146 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $37,482 |
| Net capital loss | $0 |
| 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 | $586 |
| Total credits and payments | $324 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $324 |
| 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 | $262 |
| 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? | 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,044,580 |
| Net value of noncharitable-use assets | $1,028,920 |
| Minimum investment return | $51,446 |
| Distributable Amount (for 2011) | |
| Distributable amount | $50,860 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $50,860 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| 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 |
| 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
|
| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Robert T Keeler Foundation | 425 Walnut St Ste 1800, Cincinnati, OH 45202-3957 | OH | 1995-01 | $14,081,205 |
| 2 | Skyler Foundation | PO BOX 145496, Cincinnati, OH 45250-5496 | OH | 1995-03 | $2,180,193 |
| 3 | William M Weiss Foundation | 7490 Hunters Hollow Trl, Novelty, OH 44072-9541 | OH | 1995-12 | $1,906,612 |
| 4 | Thomas H & Barbara W Gale Foundation | 1111 Superior Ave, Cleveland, OH 44114-2522 | OH | 1995-12 | $1,402,834 |
| 5 | Steris Foundation | 5960 Heisley Rd, Mentor, OH 44060-1834 | OH | 1995-08 | $1,005,710 |
| 6 | The@c Walder Parke Family Foundation | 18829 Fairmount Blvd, Shaker Hts, OH 44118-4731 | OH | 1997-08 | $628,607 |
| 7 | The One Candle Foundation | 16900 Lake Ave, Lakewood, OH 44107-1138 | OH | 1997-08 | $592,157 |
| 8 | Thomas R Gross Family Foundation | 1241 Gibbard Ave, Columbus, OH 43219-2438 | OH | 1997-05 | $282,238 |
| 9 | Senkfor Family Foundation | 3659 Green Road, Beachwood, OH 44122-5727 | OH | 1995-02 | $265,798 |
| 10 | The Glockner Family Foundation Inc, Glockner Andrew M Ttee | PO BOX 1308, Portsmouth, OH 45662-1308 | OH | 1996-06 | $258,075 |
| 11 | Thomas V And Corrine R Francis Family Foundation Inc | 214 W Main St, Russia, OH 45363-9679 | OH | 1996-02 | $238,859 |
| 12 | T L & Debra Schwartz Foundation | 3777 W Fork Rd, Cincinnati, OH 45247-7575 | OH | 1997-04 | $211,150 |
| 13 | Stillwagon Family Foundation, Stillwagon Frederick J Ttee | 8295 Maplevale Dr, Canfield, OH 44406-8707 | OH | 1995-03 | $123,547 |
| 14 | Terrell B Reese Charitable Foundation | 10 W Second St, Dayton, OH 45402-1791 | OH | 1995-09 | $105,292 |
| 15 | William W And Margaret L Bresnahan Foundation | PO BOX 1558 DEPT EA4E86, Columbus, OH 43216-1558 | OH | 1995-07 | $77,401 |
| 16 | Schulte Private Foundation | 224 Centerbury Ct, Cincinnati, OH 45246-4900 | OH | 1998-03 | $59,892 |
| 17 | The Ellie Fund | 2690 Chesterton Rd, Shaker Hts, OH 44122-1803 | OH | 1997-02 | $59,311 |
| 18 | Robert M Mooney Charitable Foundation | 1991 Crocker Rd Ste 550, Westlake, OH 44145-1998 | OH | 1995-02 | $50,793 |
| 19 | Towering Pines Foundation | 405 Madison Avenue, Toledo, OH 43604-1211 | OH | 1998-01 | $38,403 |
| 20 | The@richard And Marcy Horvitz Foundation, Horvitz Richard A Ttee | 6095 Parkland Blvd Ste 300, Mayfield Hts, OH 44124-6140 | OH | 1997-06 | $28,997 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 2,744 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Organization representatives - add corrected or new information about Clarence & Judith Lapedes Family Foundation »
Non-representatives - add comments about Clarence & Judith Lapedes Family Foundation»