Helen L Occhi Trust in Columbus, Ohio (OH)
Table of contents:
| Helen L Occhi Trust | |
| Employer Identification Number (EIN) | 311250483 |
| Name of Organization | Helen L Occhi Trust |
| In Care of Name | Huntington Trust Co |
| Address | PO BOX 1558 DEPT EA4E86, Columbus, OH 43216-1558 |
| Activities | Other religious activities |
| Subsection | Charitable Organization |
| Ruling Date | 02/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $135,111 |
| Amount of Income | $17,798 |
| Form 990 Revenue Amount | $7,860 |
| National Taxonomy of Exempt Entities (NTEE) | Religion-Related, Spiritual Development: Christian |
Non-representatives - add comments:
Amount of income in 2014: $17,798 (it was $24,325 in 2013)
| This organization: | $17,798 |
| Other organizations performing similar types of work: | $185,862 |
Assets in 2014: $135,111 (it was $131,527 in 2013)
| Helen L Occhi Trust: | $135,111 |
| Other organizations performing similar types of work: | $426,914 |
Expenses in 2014: $4,277
| This organization: | $4,277 |
| Other organizations performing similar types of work: | $61,727 |
Income to expenses ratio in 2014: 4.2
| This organization: | 4.2 |
| Other organizations performing similar types of work: | 1.7 |
Grants share in income in 2014: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 4.8% |
Revenue for 2014
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | ||||
| 2011 | 2012 | 2013 | 2014 | |
|---|---|---|---|---|
| Total revenue | $1,974 | $3,280 | $6,947 | $7,860 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 | $0 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 | $0 |
| Investment income | $2,700 | $2,834 | $2,750 | $3,077 |
| Gain/Loss from sale of assets other than inventory | $-726 | $446 | $4,197 | $4,783 |
| Gross amount from sale of assets other than inventory | $2,985 | $446 | $21,575 | $14,721 |
| Less: cost or other basis and sales expenses | $3,711 | $0 | $17,378 | $9,938 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 | $0 |
| Total expenses | $3,818 | $3,844 | $5,819 | $4,277 |
| Total net assets | $130,767 | $130,398 | $131,527 | $135,111 |
| Excess/Deficit for the year | $-1,844 | $-564 | $1,128 | $3,583 |
| Net assets or fund balances at beginning of year | $132,806 | $130,767 | $130,398 | $131,527 |
| Other changes in net assets or fund balances | $-195 | $195 | $1 | $1 |
| Net assets or fund balances at end of year | $131,527 | $135,111 | ||
| Balance Sheets | ||||
| 2011 | 2012 | 2013 | 2014 | |
|---|---|---|---|---|
| Total assets | $130,767 | $130,398 | $131,527 | $135,111 |
| Total liabilities | $0 | $0 | $0 | $0 |
| Net assets or fund balances | $130,767 | $130,398 | $131,527 | $135,111 |
| Other Information | ||||
| 2011 | 2012 | 2013 | 2014 | |
|---|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | ||
| Were any significant changes made to the organizing or governing documents? | No | No | ||
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | ||
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | ||
| Amount of political expenditures, direct or indirect | $0 | $0 | ||
| Did the organization file Form 1120-POL for this year? | No | No | ||
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | ||
| Total amount involved | $0 | $0 | ||
| Initiation fees and capital contributions | $0 | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | ||
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | ||
| Reason for Public Charity Status (for 2014) | |
| The organization is not a private foundation because it is: | An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) |
| Number of organizations supported | 1 |
| Sum of amounts of support | $2,158 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | First Congregational Church Of Hudson Endowment Fund | 47 Aurora St, Hudson, OH 44236-2902 | OH | 1995-05 | $1,089,326 |
| 2 | Trustees Of Endowments For St Marks Church | Pnc Bank Na 1600 Market St 29th Fl, Philadelphia, PA 19103 | PA | 1968-11 | $458,122 |
| 3 | The Episcopal Foundation Of San Joaquin Inc, Diocese Of San Joaquin | 4159 E Dakota Ave, Fresno, CA 93726-5227 | CA | 1940-01 | $353,730 |
| 4 | Faith Ranch And Farms Fund | PO BOX 355, Jewett, OH 43986-0355 | OH | 1974-12 | $328,344 |
| 5 | Estate Of O W Brown | PO BOX 59, Lebanon, OH 45036-0059 | OH | 1997-10 | $251,438 |
| 6 | United Missionary Services Inc | PO BOX 720405, Houston, TX 77272-0405 | TX | 1967-01 | $189,196 |
| 7 | Bethel Endowment Fund Of Bethel Evangelical Lutheran Church | PO BOX 1558, Columbus, OH 43216-1558 | OH | 1975-04 | $185,862 |
| 8 | Calvary Epis Church Centennial End Fd 10265500090 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $181,310 | |
| 9 | Trust U W May Keaton For Morristown Methodist Church-Trust 2 | PO BOX 207, Evansville, IN 47702-0207 | IN | 1985-02 | $145,763 |
| 10 | United African Christians Children Development Ministry Corp | 2641 7th Ave Apt 3a, New York, NY 10039-2052 | NY | 1996-05 | $44,139 |
| 11 | Sacred Heart-Our Lady Of Mt Carmel Shrine Inc | 442 Fairview Ave, Hudson, NY 12534-1016 | NY | 1997-12 | $43,202 |
| 12 | Helen L Occhi Trust | PO BOX 1558 DEPT EA4E86, Columbus, OH 43216-1558 | OH | 1989-02 | $17,798 |
| 13 | St Amatore Association | 390 E Devon Ave Ste 101, Roselle, IL 60172-1763 | IL | 1995-08 | $9,444 |
| 14 | Pointville Meth Epis Cem M & P Ttee | 1525 W Wt Harris Blvd, Charlotte, NC 28262-8522 | NC | $458 | |
| 15 | Alpha Millennium | Rt 1 Box 137a, Jacksboro, TX 76458-9801 | TX | 1995-06 | $0 |
| 16 | Ambassador Pentecostal Church In Christ | PO BOX 161, Bronx, NY 10459-0161 | NY | 1997-05 | $0 |
| 17 | America By Faith | 16 Village Square, Marlboro, NY 12542 | NY | 1998-04 | $0 |
| 18 | Apostolate Of The Suffering Inc | 1915 Ware Street, Palmer, MA 01069 | MA | 1946-03 | $0 |
| 19 | Apostolic Worship Center Inc | 540 E Washington Ave, Bridgeport, CT 06608-2234 | CT | 1996-12 | $0 |
| 20 | Lutheran Church Of Our Savior Oakwood Foundation | PO BOX 9218, Dayton, OH 45409-9218 | OH | 1998-11 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 129 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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