Frances E Perry Tr Fund Nect 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
- Organizations performing similar types of work
| Frances E Perry Tr Fund Nect | |
| Employer Identification Number (EIN) | 016031448 |
| Name of Organization | Frances E Perry Tr Fund Nect |
| In Care of Name | Key Trust Co |
| Address | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 05/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $291,761 |
| Amount of Income | $36,927 |
| Form 990 Revenue Amount | $14,270 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2013: $36,927 (it was $26,602 in 2012)
| Frances E Perry Tr Fund Nect: | $36,927 |
| Other organizations performing similar types of work: | $72,336 |
Assets in 2013: $291,761 (it was $290,229 in 2012)
| Frances E Perry Tr Fund Nect: | $291,761 |
| Other organizations performing similar types of work: | $239,394 |
Expenses in 2012: $16,614
| Frances E Perry Tr Fund Nect: | $16,614 |
| Other organizations performing similar types of work: | $40,888 |
Income to expenses ratio in 2012: 2.2
| Frances E Perry Tr Fund Nect: | 2.2 |
| Other organizations performing similar types of work: | 1.4 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 0.1% |
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 | $13,200 | $13,200 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,646 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $7,554 | |||
| Total expenses and disbursements | $16,614 | $2,750 | $0 | $13,864 |
| Compensation of officers, directors, trustees, etc. | $3,667 | |||
| Total operating and administrative expenses | $4,614 | $2,750 | $1,864 | |
| Contributions, gifts, grants paid | $12,000 | |||
| Excess of revenue over expenses and disbursements | $-3,414 | |||
| Net investment income | $10,450 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $290,229 | $248,427 |
| 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 | $290,229 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $290,229 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,554 |
| Net capital loss | $0 |
| 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 | $105 |
| Total credits and payments | $224 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $224 |
| 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 | $0 |
| Overpayment | $119 |
| Amount to be credited to 2013 estimated tax | $108 |
| 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 | $248,494 |
| Net value of noncharitable-use assets | $244,760 |
| Minimum investment return | $12,238 |
| Distributable Amount (for 2012) | |
| Distributable amount | $12,133 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $12,133 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Sylvester H Reed Memorial Trust | PO BOX 1111, Pflugerville, TX 78691-1111 | TX | 1998-01 | $1,242,927 |
| 2 | Three Arts Scholarship Fund Inc | PO BOX 630858, Cincinnati, OH 45263-0001 | OH | 1959-11 | $4,745,890 |
| 3 | Ruth M Hughes Educational Trust | PO BOX 1558, Columbus, OH 43216-1558 | OH | 1995-10 | $2,770,504 |
| 4 | Williard & Lillian Bosaw Memorial Scholarship Fund | 300 High St, Hamilton, OH 45011-6078 | OH | 1996-03 | $664,071 |
| 5 | Archbold Area Foundation | PO BOX 224, Archbold, OH 43502-0224 | OH | 1985-01 | $469,709 |
| 6 | Scholarship Committee Incorporated Of The Salem High School Alumni As | 330 E State St, Salem, OH 44460-2847 | OH | 1943-11 | $403,625 |
| 7 | St Paul School Foundation | 925 E State St, Salem, OH 44460-2225 | OH | 1991-04 | $212,740 |
| 8 | Ymca Endowment Foundation Of Akron | 50 South Main Street Ll100 No Ll100, Akron, OH 44308 | OH | 1996-05 | $198,881 |
| 9 | The Maurice B Miller Memorial Scholarship Fund | PO BOX 630858, Cincinnati, OH 45263-0001 | OH | 1998-10 | $194,137 |
| 10 | Sahlmark Scholarship Fund 26211-003 | PO BOX 630858, Cincinnati, OH 45263-0858 | OH | 1967-12 | $154,713 |
| 11 | Ruby L Gibbs Charitable Trust | 106 S Main St Fl 16, Akron, OH 44308-1412 | OH | 1996-01 | $146,392 |
| 12 | Yale Alumni Scholarship Of Cleveland | 3900 Key Center 127 Public Square, Cleveland, OH 44114 | OH | 1952-10 | $143,108 |
| 13 | Victory For Veterans Inc | 1521 Georgetown Rd Ste 300, Hudson, OH 44236-4093 | OH | 1994-04 | $98,218 |
| 14 | Scholarship Foundation Of The Grand Lodge Of Ohio F & A M | 1 Masonic Dr, Springfield, OH 45504-3658 | OH | 1965-06 | $70,549 |
| 15 | Robert W Woodward Education Foundation Inc, Perry David I Ttee | 1200 Steelwood Rd, Columbus, OH 43212-1371 | OH | 1997-02 | $63,760 |
| 16 | Dover Exchange Club Childrens Foundation | PO BOX 267, Dover, OH 44622-0267 | OH | 1996-01 | $60,652 |
| 17 | United Food & Commercial Workers Union Local 880 Scholarship Fund, Local 880 | 9199 Market Pl # 2, Broadview Hts, OH 44147-2834 | OH | 1993-08 | $55,054 |
| 18 | Student Loan Foundation Of North Canton Inc | PO BOX 2224, North Canton, OH 44720-0224 | OH | 1969-04 | $33,992 |
| 19 | Worthington Christian Church Foundation | 8145 N High St, Columbus, OH 43235-1441 | OH | 1996-12 | $32,966 |
| 20 | Ruth Duto Scholarship Trust | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1998-01 | $29,959 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,412 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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