Helen H Mackay Memorial Educational Awards Fund in Cleveland, 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
| Helen H Mackay Memorial Educational Awards Fund | |
| Employer Identification Number (EIN) | 386058127 |
| Name of Organization | Helen H Mackay Memorial Educational Awards Fund |
| In Care of Name | Pnc Bank Na |
| Address | PO BOX 94651, Cleveland, OH 44101-4651 |
| Activities | Other school related activities, Scholarships (other) |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 03/1963 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,138 |
| Amount of Income | $118,106 |
| Form 990 Revenue Amount | $1,960 |
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 | $2,727 | $2,727 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,629 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,098 | |||
| Total expenses and disbursements | $117,572 | $502 | $0 | $116,820 |
| Compensation of officers, directors, trustees, etc. | $1,005 | |||
| Total operating and administrative expenses | $12,572 | $502 | $11,820 | |
| Contributions, gifts, grants paid | $105,000 | |||
| Excess of revenue over expenses and disbursements | $-114,845 | |||
| Net investment income | $2,225 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,138 | $2,138 |
| 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 | $0 | |
| Other | $2,138 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,138 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,098 |
| 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 | $45 |
| Total credits and payments | $355 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $355 |
| 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 | $0 |
| Overpayment | $310 |
| Amount to be credited to 2013 estimated tax | $310 |
| 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 | $95,126 |
| Net value of noncharitable-use assets | $93,700 |
| Minimum investment return | $4,685 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,640 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,640 |
| 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 | Helen C Barber Trust Uw Fbo Robert S Macdonald & Mary Macdonald | 4900 Tiedeman Rd Tax Keybank, Brooklyn, OH 44144 | OH | 1973-09 | $3,686 |
| 2 | Helen C Cole Tr, Swary Mark F Ttee | 200 Public Sq Ste 2800, Cleveland, OH 44114-2306 | OH | $23,745,862 | |
| 3 | Helen D & Adrian G Newcomb Fund | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $5,396,317 | |
| 4 | Helen E Popa Masters In Nursing Loan Fund | 5669 Mahoning Ave Ste C, Austintown, OH 44515-2339 | OH | 2002-08 | $8,906 |
| 5 | Helen F & Louis Stolier Family Foundation, Stolier Helen F Ttee | C/O C Monastra 21625 Chagrin Blvd, Beachwood, OH 44122 | OH | 1993-09 | $900,191 |
| 6 | Helen F Smucker Memorial Scholarship Tr | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $26,845 | |
| 7 | Helen G Henryf And Louise Tuechter Dornette Foundation | PO BOX 630858, Cincinnati, OH 45263-0858 | OH | 1991-11 | $18,775,355 |
| 8 | Helen Greene Perry Charitable Tr - 2002 | 4900 Tiedeman Rd Oh-01-49-0150, Brooklyn, OH 44144-2338 | OH | 2002-10 | $420,738 |
| 9 | Helen Greene Perry-E Lee Perry Charitable Tr | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 2002-12 | $22,210 |
| 10 | Helen Greene@perry-A Wade Perry Charitable Trust | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 2002-11 | $13,657 |
| 11 | Helen H Mackay Memorial Educational Awards Fund | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1963-03 | $118,106 |
| 12 | Helen Johnston Family Foundation | 7200 Juler Ave, Cincinnati, OH 45243-2100 | OH | 1998-02 | $2,424 |
| 13 | Helen Kaighin Charitable Foundation Tr | 1625 Niles-Cortland Road No 2, Warren, OH 44484-1018 | OH | 1967-07 | $1,494,803 |
| 14 | Helen Kelly Scholarship Fund | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1993-08 | $1,118 |
| 15 | Helen L & Marie F Rotterman Tr Uw Of Marie F Rotterman | 1900 Kettering Tower, Dayton, OH 45423-1013 | OH | 1983-07 | $1,906,729 |
| 16 | Helen L Occhi Trust | PO BOX 1558 DEPT EA4E86, Columbus, OH 43216-1558 | OH | 1989-02 | $17,798 |
| 17 | Helen L Peternell Charitable Tr 20-102160173460 | 4900 Tiedeman Rd Te Tax Oh 01 49 01, Brooklyn, OH 44144 | OH | $25,195 | |
| 18 | Helen L Rotterman Trust Uw, Rotterman Marie Ttee | 10 West Second St 26th Fl Keybank N, Dayton, OH 45402-1791 | OH | $17,039 | |
| 19 | Helen Lee Gentry Scholarship Fund | 218 Wildwood Ct, Loveland, OH 45140-9329 | OH | 2000-06 | $1 |
| 20 | Helen Lieblein Endowment | PO BOX 1558 DEPT EA4E86, Columbus, OH 43216-1558 | OH | 2001-12 | $733,887 |
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