Fred W Sanborn Trust Uw, 10-10-120-0038080 in Toledo, 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
| Fred W Sanborn Trust Uw, 10-10-120-0038080 | |
| Employer Identification Number (EIN) | 016008813 |
| Name of Organization | Fred W Sanborn Trust Uw |
| Secondary Name | 10-10-120-0038080 |
| In Care of Name | Key Trust Co |
| Address | PO BOX 10099, Toledo, OH 43699-0099 |
| Activities | Gifts or grants to individuals (other than scholarships) |
| Subsection | Charitable Organization |
| Ruling Date | 09/1972 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| 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 | $1,142,769 |
| Amount of Income | $290,674 |
| Form 990 Revenue Amount | $52,230 |
| National Taxonomy of Exempt Entities (NTEE) | International, Foreign Affairs and National Security: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2014: $290,674 (it was $332,652 in 2012)
| This organization: | $290,674 |
| Other organizations performing similar types of work: | $328,198 |
Assets in 2014: $1,142,769 (it was $1,167,038 in 2012)
| Fred W Sanborn Trust Uw, 10-10-120-0038080: | $1,142,769 |
| Other organizations performing similar types of work: | $269,891 |
Expenses in 2012: $80,826
| This organization: | $80,826 |
| Other organizations performing similar types of work: | $257,107 |
Income to expenses ratio in 2012: 3.6
| Fred W Sanborn Trust Uw, 10-10-120-0038080: | 3.6 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 91.2% |
Revenue for 2012
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 | $52,230 | $52,230 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $34,665 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $17,565 | |||
| Total expenses and disbursements | $80,826 | $11,038 | $0 | $69,308 |
| Compensation of officers, directors, trustees, etc. | $14,500 | |||
| Total operating and administrative expenses | $16,943 | $11,038 | $5,425 | |
| Contributions, gifts, grants paid | $63,883 | |||
| Excess of revenue over expenses and disbursements | $-28,596 | |||
| Net investment income | $41,192 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,167,038 | $1,337,067 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $809,046 | |
| Investments-corporate bonds | $357,992 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,167,038 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $17,565 |
| 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 | $412 |
| Total credits and payments | $390 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $390 |
| 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 | $22 |
| 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? | 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 | $515,083 |
| Net value of noncharitable-use assets | $507,360 |
| Minimum investment return | $25,368 |
| Distributable Amount (for 2012) | |
| Distributable amount | $24,956 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $24,956 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $19,531 |
| 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 | Axios Foundation Inc | 33610 Solon Rd Ste 1b, Cleveland, OH 44139-2949 | OH | 2001-03 | $9,861,029 |
| 2 | The American Friends Of Migdal Ohr | 1560 Broadway Suite 807, New York, NY 10036-1537 | NY | 1987-04 | $4,750,126 |
| 3 | The Vellore Christian Medical College Foundation Inc | 475 Riverside Dr Ste 725, New York, NY 10115-0071 | NY | 1946-07 | $2,305,162 |
| 4 | University Of Edinburgh Usa Development Trust Inc | 29 E 22nd St Apt 12s, New York, NY 10010-5305 | NY | 1993-05 | $1,600,512 |
| 5 | Surgical Eye Expeditions International Endowment Trust | 5638 Hollister Ave Ste 210, Santa Barbara, CA 93117-3484 | CA | 1997-09 | $889,522 |
| 6 | Visitation Hospital Foundation | 237 Old Hickory Blvd Ste 100, Nashville, TN 37221-1353 | TN | 1999-11 | $825,017 |
| 7 | Coar Peace Mission | 28700 Euclid Ave, Wickliffe, OH 44092-2527 | OH | 1946-03 | $598,100 |
| 8 | American Friends Of Yeshiva Tiferes Chaim Inc | C/O J Apelbaum 1802 Avenue O, Brooklyn, NY 11230 | NY | 2010-11 | $512,567 |
| 9 | Wiphan Care Ministries Inc | 551 Cox Rd, Roswell, GA 30075-1011 | GA | 2008-08 | $436,037 |
| 10 | Theodore H Castor Tr Uw 10102759008 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $434,541 | |
| 11 | Horace A Moses Trust Fbo American Foundation For The Overseas Blind | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1967-06 | $413,836 |
| 12 | The Ukrainian National Foundation Inc | 2200 Route 10, Parsippany, NJ 07054-5304 | NJ | 1996-05 | $408,248 |
| 13 | U S Friends Of Victoria University Of Wellington Inc | 1000 N West St 1200, Wilmington, DE 19801 | DE | 1996-02 | $341,634 |
| 14 | Fred W Sanborn Trust Uw, 10-10-120-0038080 | PO BOX 10099, Toledo, OH 43699-0099 | OH | 1972-09 | $290,674 |
| 15 | Friends Of Navdanya | 32 Highland Meadows Ln, Weston, MA 02493-1194 | MA | 2010-11 | $270,680 |
| 16 | Yeshivas Nachlas Bnei Shimon | 1440 E 29th St, Brooklyn, NY 11210-5317 | NY | 2000-07 | $267,346 |
| 17 | Rotary District 6400 Foundation | 33762 Schoolcraft Rd 2 Fl, Livonia, MI 48150-1506 | MI | 2001-11 | $182,662 |
| 18 | Friends Of Cantera Inc | 184 Mountain Vista Place, Santa Rosa, CA 95409 | CA | 1993-12 | $155,895 |
| 19 | The Jewish Institute For The Blind Jerusalem Inc | 185 Madison Avenue, New York, NY 10016-4325 | NY | 1984-06 | $126,611 |
| 20 | Tropics Foundation Inc | Bldg 7 4200 Northside Parkway Nw, Atlanta, GA 30327-3054 | GA | 1999-08 | $125,705 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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