Collacott Foundation 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
Collacott Foundation | |
Employer Identification Number (EIN) | 346530833 |
Name of Organization | Collacott Foundation |
Address | 13415 Shaker Blvd Apt 9j5, Cleveland, OH 44120-1548 |
Activities | Community Chest, United Way, etc., Preservation of natural resources (conservation), School, college, trade school, etc. |
Subsection | Charitable Organization |
Ruling Date | 06/1953 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2010 |
Assets | $1,000,000 to $4,999,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $1,304,571 |
Amount of Income | $92,479 |
Form 990 Revenue Amount | $334,619 |
Non-representatives - add comments:
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 | $334,619 | $334,619 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $46,395 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $288,224 | |||
Total expenses and disbursements | $78,846 | $15,521 | $0 | $62,771 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $17,346 | $15,521 | $1,271 | |
Contributions, gifts, grants paid | $61,500 | |||
Excess of revenue over expenses and disbursements | $255,773 | |||
Net investment income | $319,098 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,559,628 | $1,565,358 |
Cash - non-interest-bearing | $28,097 | |
Investments-U.S. and state government obligations | $11,764 | |
Investments-corporate stock | $798,831 | |
Investments-corporate bonds | $628,393 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $92,543 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,559,628 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $288,224 |
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 | $6,382 |
Total credits and payments | $560 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $560 |
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 | $5,822 |
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 | $1,673,358 |
Net value of noncharitable-use assets | $1,648,260 |
Minimum investment return | $82,413 |
Distributable Amount (for 2011) | |
Distributable amount | $76,031 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $76,031 |
Undistributed income for 2011. This amount must be distributed in 2012 | $10,455 |
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 | Coleman Apartments | 5982 Rhodes Rd, Kent, OH 44240-4128 | OH | 1995-10 | $77,394 |
2 | Colerain Athletic Association | 3387 Lapland Drive, Cincinnati, OH 45239 | OH | 1987-05 | $33,134 |
3 | Colerain School District Booster Association | 8801 Cheviot Rd, Cincinnati, OH 45251-5907 | OH | 1982-04 | $216,222 |
4 | Colerain Township Firemens Association Inc | Pobox20, Hallsville, OH 45633 | OH | 2014-09 | $0 |
5 | Colerain Volunteer Fire Company | PO BOX 3, Colerain, OH 43916-0003 | OH | 1981-08 | $278,142 |
6 | Colin Gardner Foundation | 10 W Second St 26th Fl, Dayton, OH 45402-1791 | OH | 1960-05 | $88,178 |
7 | Collaboration Station | 4614 Prospect Ave Ste 325, Cleveland, OH 44103-4377 | OH | 2003-09 | $53,600 |
8 | Collaborative Group Of The Americas On Inherited Colon & Rectal Cancer | 9500 Euclid Ave Ste A30, Cleveland, OH 44195-0001 | OH | 1999-03 | $82,725 |
9 | Cincinatti Academy Of Collaborative Professionals | 105 E 4th St 4th Fl, Cincinnati, OH 45202 | OH | 1999-10 | $0 |
10 | Collaborative Network Of Lucas County Inc | 222 N Clover St, Fremont, OH 43420-2407 | OH | 2000-11 | $1,042,274 |
11 | Collacott Foundation | 13415 Shaker Blvd Apt 9j5, Cleveland, OH 44120-1548 | OH | 1953-06 | $92,479 |
12 | Colleen Decrane Family Foundation | 17209 Bradgate Ave, Cleveland, OH 44111-4125 | OH | 2001-01 | $34,109 |
13 | College Athletic Business Management Association | 24651 Detroit Rd, Westlake, OH 44145-2524 | OH | 1965-09 | $221,282 |
14 | College Club Of Canton | PO BOX 8433, Canton, OH 44711-8433 | OH | 1976-07 | $35,419 |
15 | College Club Of Cincinnati | 2 Grandin Ter, Cincinnati, OH 45208-3405 | OH | 1964-03 | $66,504 |
16 | College Club Of Cleveland Foundation | 2348 Overlook Rd, Cleveland Hts, OH 44106-2328 | OH | 1988-04 | $31,149 |
17 | College Hill Community Urban Redevelopment Corporation | PO BOX 24219, Cincinnati, OH 45224-0219 | OH | 2006-07 | $319,001 |
18 | College Hill Forum | PO BOX 24086, Cincinnati, OH 45224 | OH | 1978-01 | $0 |
19 | College Properties Of Oberlin Inc | 173 W Lorain St, Oberlin, OH 44074-1057 | OH | 1991-01 | $459,850 |
20 | College Revival Fund Inc | PO BOX 444, Yellow Spgs, OH 45387-0444 | OH | 2007-11 | $34,995 |
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