Harold J Oconnell Irrev Charitable 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
| Harold J Oconnell Irrev Charitable | |
| Employer Identification Number (EIN) | 016044615 |
| Name of Organization | Harold J Oconnell Irrev Charitable |
| In Care of Name | Keybank Na |
| Address | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1989 |
| 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 | $378,084 |
| Amount of Income | $91,419 |
| Form 990 Revenue Amount | $24,072 |
Non-representatives - add comments:
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 | $30,846 | $30,846 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,163 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $257 | |||
| Other | $20,426 | |||
| Total expenses and disbursements | $24,476 | $3,735 | $0 | $20,079 |
| Compensation of officers, directors, trustees, etc. | $4,980 | |||
| Total operating and administrative expenses | $6,092 | $3,735 | $1,695 | |
| Contributions, gifts, grants paid | $18,384 | |||
| Excess of revenue over expenses and disbursements | $6,370 | |||
| Net investment income | $27,111 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $385,031 | $415,957 |
| 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 | $385,031 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $385,031 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $20,426 |
| 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 | $542 |
| Total credits and payments | $408 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $408 |
| 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 | $134 |
| 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 | $417,350 |
| Net value of noncharitable-use assets | $411,100 |
| Minimum investment return | $20,555 |
| Distributable Amount (for 2012) | |
| Distributable amount | $20,013 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $20,013 |
| 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 | Harmony Reins Inc | Po Box 16, Minster, OH 45865 | OH | 1999-08 | $64,199 |
| 2 | Harmony School-Cincinnati | 1580 Summit Rd, Cincinnati, OH 45237-1904 | OH | 1991-12 | $4,786,529 |
| 3 | Harmony Village Inc | 901 South Main Street, Columbiana, OH 44408 | OH | 1980-02 | $498,963 |
| 4 | Harold And Helen Mcmaster Foundation Inc | 6711 Monroe Street Bldg 4 No A, Sylvania, OH 43560-1968 | OH | 1988-09 | $1,268,827 |
| 5 | Harold C & Katrina J Clark Irrevocable Scholarship Fund | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1985-08 | $24,352 |
| 6 | Harold C And Marjorie Q Rosenberry Tuscarawas County Foundation | 232 W 3rd St Ste 322, Dover, OH 44622-2969 | OH | 1994-11 | $502,702 |
| 7 | Harold C Parsons Educational Tr, Trust Division | PO BOX 1558, Columbus, OH 43216-1558 | OH | 2003-11 | $108,501 |
| 8 | Harold C Schilling Private Foundation | PO BOX 630858, Cincinnati, OH 45263-0858 | OH | 1997-02 | $291,895 |
| 9 | Harold George Shrive Memorial Fund Ta 20-102000998982 | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 2008-06 | $234,532 |
| 10 | Harold H Brittingham Memorial Library | 2500 Metrohealth Dr, Cleveland, OH 44109-1900 | OH | 1959-12 | $198,475 |
| 11 | Harold J Oconnell Irrev Charitable | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1989-05 | $91,419 |
| 12 | Harold K & Myrtle C Folk Charitable Foundation | C/O Maloney Novotny Llc, Cleveland, OH 44114 | OH | 1983-04 | $327,716 |
| 13 | Harold Moe Tw Fbo Burke Cemetery, Key Trust Co | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | $112,916 | |
| 14 | Harold S Miller Trust Tuw Item Iii | 106 S Main St Fl 16, Akron, OH 44308-1412 | OH | $128,766 | |
| 15 | Harold Weber Charitable Trust | PO BOX 10099, Toledo, OH 43699-0099 | OH | 1992-01 | $94,515 |
| 16 | Harpersfield Twp Vol Fire Dept Inc | 1210 Lafevre Rd, Geneva, OH 44041-9314 | OH | 1999-04 | $122,358 |
| 17 | Harriet & Fred Pomeroy Scholarship Fund 10-10-123-0016660, Graduate Study In Biology | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1993-03 | $53,925 |
| 18 | Harriet E Mc Bride Tr No 4 Fbo R S Kessler Lee Mcbride Fellowship Of | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1972-05 | $74,619 |
| 19 | Harriet Hess Scholarship Trust | 10 W Second St 26th Fl, Dayton, OH 45402-1791 | OH | $30,403 | |
| 20 | Harriet S Homer Trust | 4900 Tiedeman Rd 1st Fl, Brooklyn, OH 44144-2338 | OH | 2003-08 | $1,066,521 |
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