George S Case Jr Family Charitable Trust in Chagrin Falls, 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 S Case Jr Family Charitable Trust | |
| Employer Identification Number (EIN) | 346527421 |
| Name of Organization | George S Case Jr Family Charitable Trust |
| Address | 16546 Jordan Gardner Oval, Chagrin Falls, OH 44023-1156 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1965 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $48,184 |
| Amount of Income | $124 |
| Form 990 Revenue Amount | $124 |
Non-representatives - add comments:
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 | $124 | $124 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $124 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $5,100 | $100 | $0 | $5,100 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $5,000 | |||
| Other | $1 | |||
| Excess of revenue over expenses and disbursements | $-4,976 | |||
| Net investment income | $24 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $48,184 | $49,653 |
| Cash - non-interest-bearing | $2,417 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $45,767 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $48,184 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $56,351 |
| Net value of noncharitable-use assets | $55,500 |
| Minimum investment return | $2,775 |
| Distributable Amount (for 2011) | |
| Distributable amount | $2,775 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $2,775 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $2,775 |
| 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 | George Lee Miller Memorial Tr | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1978-09 | $1,718,449 |
| 2 | George M & Pamela S Humphrey Fund | 1111 Superior Ave, Cleveland, OH 44114-2522 | OH | 1953-03 | $4,842,660 |
| 3 | George M Briggs Fund Trust-248 | 4900 Tiedeman Rd Oh-01-49-0150, Brooklyn, OH 44144-2338 | OH | 1958-04 | $518,899 |
| 4 | George M Robinsteen House Inc | 1400 W 25th St Fl 2, Cleveland, OH 44113-3151 | OH | 2004-06 | $25,835 |
| 5 | George M Sprowls Charitable Trust | 106 S Main St Fl 5, Akron, OH 44308-1412 | OH | 1991-01 | $90,097 |
| 6 | George N Boughton 3-2350-00 | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $34,704 | |
| 7 | George R Gardner Foundation Inc | 1600 W Main St Ste B, Troy, OH 45373-2895 | OH | 1992-02 | $18,875 |
| 8 | George R Hill And Loree A Hill Fam Foundation Inc | 104 Countryside Dr, Chagrin Falls, OH 44022-4104 | OH | 2005-01 | $203,415 |
| 9 | George Rill Veterans Charity Fund Inc | 3005 W Laskey Rd, Toledo, OH 43613-3019 | OH | 2003-08 | $12,396 |
| 10 | George Rogers Clark Heritage Association Prject-80 | PO BOX 1251, Springfield, OH 45501-1251 | OH | 1981-05 | $105,314 |
| 11 | George S Case Jr Family Charitable Trust | 16546 Jordan Gardner Oval, Chagrin Falls, OH 44023-1156 | OH | 1965-12 | $124 |
| 12 | George S Hood Family Foundation | 3433 Agler Rd Ste 2700, Columbus, OH 43219-3389 | OH | 2002-08 | $23,499 |
| 13 | George W & Mary F Ritter Charitable Tr | PO BOX 10099, Toledo, OH 43699-0099 | OH | 1956-08 | $4,784,411 |
| 14 | George W And Elizabeth W Kelly Foundation Inc | 3400 W Bay Cir, Lewis Center, OH 43035-8951 | OH | 2007-12 | $248,130 |
| 15 | Georgetown Volunteer Life Squad | PO BOX 21184, Georgetown, OH 45121-0184 | OH | 1993-09 | $248,506 |
| 16 | Georgia Youth Advocate Program Inc | 3780 Ridge Mill Dr, Hilliard, OH 43026-7458 | OH | 1995-03 | $1,663,059 |
| 17 | Georgine E Bates Memorial Fund Inc | 1579 N State Route 560, Urbana, OH 43078-9666 | OH | 1980-03 | $173,394 |
| 18 | Geotrac Charitable Foundation, Payne John Ttee | 257 Benedict Ave Ste D, Norwalk, OH 44857-2715 | OH | 2005-01 | $262,667 |
| 19 | Gerald And Pauline Benson Fam Foundation Inc Tr, Grim Beth E | 11267 Crawford Rd, Homerville, OH 44235-9771 | OH | 2004-09 | $4,260 |
| 20 | Gerald D & Pauline H Oconnor Family Foundation | 1631 Springhill Dr, Lima, OH 45805-3878 | OH | 2005-03 | $268 |
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