George & Clara Morris Scholarship Fund Fbo Limestone High School, Casco Northern Bank Ttee 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
- Other organizations in Ohio
| George & Clara Morris Scholarship Fund Fbo Limestone High School, Casco Northern Bank Ttee | |
| Employer Identification Number (EIN) | 046714384 |
| Name of Organization | George & Clara Morris Scholarship Fund Fbo Limestone High School |
| Secondary Name | Casco Northern Bank Ttee |
| In Care of Name | Key Trust Co |
| Address | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 05/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 05/2014 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $135,927 |
| Amount of Income | $5,278 |
| Form 990 Revenue Amount | $10,902 |
Non-representatives - add comments:
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 | $10,902 | $10,902 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $28 | |||
| Dividends and interest from securities | $3,953 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $6,921 | |||
| Total expenses and disbursements | $10,506 | $2,624 | $0 | $7,175 |
| Compensation of officers, directors, trustees, etc. | $3,499 | |||
| Total operating and administrative expenses | $4,706 | $2,624 | $1,375 | |
| Contributions, gifts, grants paid | $5,800 | |||
| Excess of revenue over expenses and disbursements | $396 | |||
| Net investment income | $8,278 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $149,624 | $152,054 |
| 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 | $144,701 | |
| Other | $4,923 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $149,624 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,921 |
| 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 | $166 |
| Total credits and payments | $344 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $344 |
| 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 |
| Overpayment | $178 |
| Amount to be credited to 2013 estimated tax | $168 |
| 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? | 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 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 | $155,657 |
| Net value of noncharitable-use assets | $153,320 |
| Minimum investment return | $7,666 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,500 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,500 |
| 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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| Other organizations in Ohio | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Geneva Vikings Booster Club | 1293 Jobey Trail, Geneva, OH 44041 | OH | 1972-01 | $64,617 |
| 2 | Geneva Youth Basketball League | 3978 N Broadway, Geneva, OH 44041-7746 | OH | 2002-05 | $12,944 |
| 3 | Genevieve Dotson Moore Foundation | 525 S Bissell Rd, Aurora, OH 44202-6817 | OH | 1981-01 | $166 |
| 4 | Genevieve Ryan Scholarship Fund | 7 Easton Oval, Columbus, OH 43219-6010 | OH | 2003-10 | $46,760 |
| 5 | Gennesaret Inc | PO BOX 1253, Cuyahoga Fls, OH 44223-0253 | OH | 1988-10 | $135,864 |
| 6 | Genoa Area Band Parents | PO BOX 222, Genoa, OH 43430-0222 | OH | 1971-11 | $60,852 |
| 7 | Genoa Area Local Schools Scholarship Foundation Inc | 2810 North Genoa Clay Center Road, Genoa, OH 43430 | OH | 1994-02 | $48,832 |
| 8 | Genshaft Family Foundation | 5353 Laurel Dr Nw, Canton, OH 44718-1664 | OH | 1969-10 | $2,433 |
| 9 | Gentle Care Adoption Services Inc, Adoption By Gentle Care | 370 S 5th St Ste 2, Columbus, OH 43215-5433 | OH | 1986-01 | $1,076,333 |
| 10 | Geoffrey Gund Foundation | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1993-01 | $1,470,657 |
| 11 | George & Clara Morris Scholarship Fund Fbo Limestone High School, Casco Northern Bank Ttee | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1993-05 | $5,278 |
| 12 | George A & Carolynn B Mitchell Charitable Tr | 1364 Meadowood Cir, Poland, OH 44514-3291 | OH | 1999-10 | $138,496 |
| 13 | George A Avril Family Fund | 4445 Kings Run Dr, Cincinnati, OH 45232-1401 | OH | 1966-06 | $24,340 |
| 14 | George And Deborah Mehl Family Foundation Inc | 425 Walnut St Ste 1800, Cincinnati, OH 45202-3948 | OH | 1999-12 | $2,117,942 |
| 15 | George And Joan Musekamp Family Foundation | 7440 Wood Meadow Dr, Cincinnati, OH 45243-3073 | OH | 2000-05 | $1 |
| 16 | George And Margaret Mclane Foundation, James Wellinghoff Ttee | 30 E Central Pkwy Apt 1202, Cincinnati, OH 45202-1120 | OH | 2008-01 | $2,503,895 |
| 17 | George And Millie Brown Family Foundation | 2705 Marion Waldo Rd, Marion, OH 43302-8307 | OH | 1989-08 | $207,190 |
| 18 | George And Sandy Smart Family Foundation | 1754 Turnberry Cir Nw, Canton, OH 44708-1906 | OH | 1997-04 | $97,425 |
| 19 | George B & Katherine D Wilkinson Foundation | 255 E Fifth St 1900 Chemed Center, Cincinnati, OH 45202 | OH | 2001-06 | $4,559 |
| 20 | George B Quatman Foundation | PO BOX 630858, Cincinnati, OH 45263-0001 | OH | 1994-10 | $1,186,047 |
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