Harriett Ruth Mackay Char Tr Fbo Various Organizations 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
Harriett Ruth Mackay Char Tr Fbo Various Organizations | |
Employer Identification Number (EIN) | 016088406 |
Name of Organization | Harriett Ruth Mackay Char Tr Fbo Various Organizations |
In Care of Name | Key Bank |
Address | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 |
Activities | Preservation of natural resources (conservation) |
Subsection | Charitable Organization |
Ruling Date | 03/1990 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 08/2013 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $445,101 |
Amount of Income | $31,460 |
Form 990 Revenue Amount | $7,917 |
Non-representatives - add comments:
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 | $7,917 | $11,989 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $11,989 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $13,798 | $3,528 | $0 | $9,016 |
Compensation of officers, directors, trustees, etc. | $4,704 | |||
Total operating and administrative expenses | $6,958 | $3,528 | $2,176 | |
Contributions, gifts, grants paid | $6,840 | |||
Excess of revenue over expenses and disbursements | $-5,881 | |||
Net investment income | $8,461 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $446,306 | $442,110 |
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 | $446,306 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $446,306 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-4,072 |
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 | $169 |
Total credits and payments | $249 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $249 |
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 | $80 |
Amount to be credited to 2013 estimated tax | $80 |
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 | $432,797 |
Net value of noncharitable-use assets | $426,300 |
Minimum investment return | $21,315 |
Distributable Amount (for 2012) | |
Distributable amount | $21,146 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $21,146 |
Undistributed income for 2012. This amount must be distributed in 2013 | $18,977 |
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 | Harold K & Myrtle C Folk Charitable Foundation | C/O Maloney Novotny Llc, Cleveland, OH 44114 | OH | 1983-04 | $327,716 |
2 | Harold Moe Tw Fbo Burke Cemetery, Key Trust Co | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | $112,916 | |
3 | Harold S Miller Trust Tuw Item Iii | 106 S Main St Fl 16, Akron, OH 44308-1412 | OH | $128,766 | |
4 | Harold Weber Charitable Trust | PO BOX 10099, Toledo, OH 43699-0099 | OH | 1992-01 | $94,515 |
5 | Harpersfield Twp Vol Fire Dept Inc | 1210 Lafevre Rd, Geneva, OH 44041-9314 | OH | 1999-04 | $122,358 |
6 | 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 |
7 | 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 |
8 | Harriet Hess Scholarship Trust | 10 W Second St 26th Fl, Dayton, OH 45402-1791 | OH | $30,403 | |
9 | Harriet S Homer Trust | 4900 Tiedeman Rd 1st Fl, Brooklyn, OH 44144-2338 | OH | 2003-08 | $1,066,521 |
10 | Harriett Harkess Tr Ua 071567 1515048108 | PO BOX 1558, Columbus, OH 43216-1558 | OH | 1994-11 | $50,898 |
11 | Harriett Ruth Mackay Char Tr Fbo Various Organizations | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1990-03 | $31,460 |
12 | Harrison Cemetery Asso | 213 Elbern Ave, Harrison, OH 45030-1510 | OH | 1955-12 | $110,317 |
13 | Harrison Central High School Athletic Association | 122 Highland Ave, Cadiz, OH 43907-1312 | OH | 1990-07 | $407 |
14 | Harrison Community Hospital Foundation | 951 E Market St, Cadiz, OH 43907-9799 | OH | 1989-10 | $809,992 |
15 | Ohio County And Independent Agricultural Societies, Harrison County | PO BOX 274, Cadiz, OH 43907-0274 | OH | 1966-02 | $186,185 |
16 | Harrison County Council On Aging Inc | 120 N Main St, Cadiz, OH 43907-1103 | OH | 1982-09 | $199,984 |
17 | Harrison County Farm Bureau Inc | PO BOX 534, Scio, OH 43988-0534 | OH | 1931-02 | $59,297 |
18 | Harrison County Historical Society | PO BOX 362, Cadiz, OH 43907-0362 | OH | 1977-09 | $35,082 |
19 | Harrison Cultural Community Centre Inc | 1922 Hamilton Ave, Lorain, OH 44052-3845 | OH | 1994-07 | $60,197 |
20 | Harrison Girls Softball League Inc | PO BOX 146, Harrison, OH 45030-0146 | OH | 1980-11 | $60,221 |
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