David A Belford Charitable Tr, Belford David A Ttee in Columbus, 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
| David A Belford Charitable Tr, Belford David A Ttee | |
| Employer Identification Number (EIN) | 311396819 |
| Name of Organization | David A Belford Charitable Tr |
| Secondary Name | Belford David A Ttee |
| Address | 2950 E Broad St, Columbus, OH 43209-1978 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $6,263,720 |
| Amount of Income | $6,732,205 |
| Form 990 Revenue Amount | $238,740 |
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 | $238,740 | $556,814 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $30,149 | |||
| Dividends and interest from securities | $198,275 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $14,772 | |||
| Total expenses and disbursements | $79,915 | $3,501 | $0 | $60,784 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $19,131 | $3,501 | $0 | |
| Contributions, gifts, grants paid | $60,784 | |||
| Excess of revenue over expenses and disbursements | $158,825 | |||
| Net investment income | $553,313 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $242,205 | $149,790 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $241,415 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $790 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $242,205 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-4,456 |
| 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 | $11,066 |
| Total credits and payments | $6,976 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $6,976 |
| 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 | $61 |
| Tax due | $4,151 |
| 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? | Yes |
| 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 | $3,421,450 |
| Net value of noncharitable-use assets | $3,370,120 |
| Minimum investment return | $168,506 |
| Distributable Amount (for 2011) | |
| Distributable amount | $157,440 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $157,440 |
| 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 |
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| Other organizations in Ohio | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Dartmouth Child Care Center Contracting Services Inc | 125 Dartmouth Ave Sw, Canton, OH 44710-1716 | OH | 1992-12 | $774,795 |
| 2 | Ddc Clinic For Special Needs Children | 14567 Madison Rd, Middlefield, OH 44062-9499 | OH | 2004-03 | $805,760 |
| 3 | Daso Family Foundation Inc | 24391 Westwood Rd, Westlake, OH 44145-4837 | OH | 2000-11 | $10,657 |
| 4 | Dave Harney Ministries | 3940 Ephrata Ct, Dayton, OH 45430 | OH | 2006-07 | $0 |
| 5 | Dave Thomas Foundation For Adoption | 716 Mt Airyshire Blvd, Columbus, OH 43235-1368 | OH | 1992-12 | $37,132,804 |
| 6 | Dave Williams Foundation | 601 Dempsey Rd, Westerville, OH 43081-8978 | OH | 2006-02 | $0 |
| 7 | Davey Company Foundation | 1500 N Mantua St, Kent, OH 44240-2372 | OH | 1957-07 | $254,967 |
| 8 | Davey Elementary Parent Teacher Organization | 196 N Prospect St, Kent, OH 44240-2281 | OH | 1978-04 | $25,120 |
| 9 | David A & Audrey S Osborne Foundation | 11224 Mayfield Rd, Chardon, OH 44024-9451 | OH | 1999-03 | $8,346 |
| 10 | David A & Florence F Moritz Fdn & Charitable Trust | 22099 Parnell Rd, Shaker Hts, OH 44122-2725 | OH | 1958-05 | $401 |
| 11 | David A Belford Charitable Tr, Belford David A Ttee | 2950 E Broad St, Columbus, OH 43209-1978 | OH | 1994-01 | $6,732,205 |
| 12 | David And Anne Genshaft Foundation Foundation Inc | 121 E Whittier St, Columbus, OH 43206-2030 | OH | 1981-06 | $2,712 |
| 13 | David And Carole Barron Foundation | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1997-09 | $874,297 |
| 14 | David And Helen Boone Foundation Inc | 300 Madison Ave, Toledo, OH 43604-1561 | OH | 2000-08 | $112,666 |
| 15 | David And Ruth Moskowitz Family Charitable Foundation | 25701 Science Park Dr, Cleveland, OH 44122-7302 | OH | 1995-08 | $134,550 |
| 16 | David B & Gretchen W Black Family Foundation | PO BOX 3775, Mansfield, OH 44907-0775 | OH | 1999-05 | $32,231 |
| 17 | David Dana Foundation 849-74c37 | 5800 Monroe St Bldg F, Sylvania, OH 43560-2263 | OH | 1998-04 | $71,586 |
| 18 | David Dunlap Foundation | 2444 Andover Road, Columbus, OH 43221 | OH | 2004-04 | $0 |
| 19 | David E Toomey Charitable Trust | PO BOX 1558, Columbus, OH 43216-1558 | OH | 2001-01 | $1,677,556 |
| 20 | David F & Sara K Weston Fund | 2305 Salutaris Ave, Cincinnati, OH 45206-3200 | OH | 1953-08 | $138,466 |
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