Helen L Peternell Charitable Tr 20-102160173460 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
| Helen L Peternell Charitable Tr 20-102160173460 | |
| Employer Identification Number (EIN) | 346817291 |
| Name of Organization | Helen L Peternell Charitable Tr 20-102160173460 |
| In Care of Name | Key Bank Na |
| Address | 4900 Tiedeman Rd Te Tax Oh 01 49 01, Brooklyn, OH 44144 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $44,574 |
| Amount of Income | $25,195 |
| Form 990 Revenue Amount | $825 |
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 | $195 | $195 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $195 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $4,576 | $1,125 | $0 | $3,451 |
| Compensation of officers, directors, trustees, etc. | $1,500 | |||
| Total operating and administrative expenses | $2,000 | $1,125 | $875 | |
| Contributions, gifts, grants paid | $2,576 | |||
| Excess of revenue over expenses and disbursements | $-4,381 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $44,574 | $44,786 |
| 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 | $44,574 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $44,574 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $47,033 |
| Net value of noncharitable-use assets | $46,320 |
| Minimum investment return | $2,316 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,316 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,316 |
| 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 G Henryf And Louise Tuechter Dornette Foundation | PO BOX 630858, Cincinnati, OH 45263-0858 | OH | 1991-11 | $18,775,355 |
| 2 | Helen Greene Perry Charitable Tr - 2002 | 4900 Tiedeman Rd Oh-01-49-0150, Brooklyn, OH 44144-2338 | OH | 2002-10 | $420,738 |
| 3 | Helen Greene Perry-E Lee Perry Charitable Tr | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 2002-12 | $22,210 |
| 4 | Helen Greene@perry-A Wade Perry Charitable Trust | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 2002-11 | $13,657 |
| 5 | Helen H Mackay Memorial Educational Awards Fund | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1963-03 | $118,106 |
| 6 | Helen Johnston Family Foundation | 7200 Juler Ave, Cincinnati, OH 45243-2100 | OH | 1998-02 | $2,424 |
| 7 | Helen Kaighin Charitable Foundation Tr | 1625 Niles-Cortland Road No 2, Warren, OH 44484-1018 | OH | 1967-07 | $1,494,803 |
| 8 | Helen Kelly Scholarship Fund | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1993-08 | $1,118 |
| 9 | Helen L & Marie F Rotterman Tr Uw Of Marie F Rotterman | 1900 Kettering Tower, Dayton, OH 45423-1013 | OH | 1983-07 | $1,906,729 |
| 10 | Helen L Occhi Trust | PO BOX 1558 DEPT EA4E86, Columbus, OH 43216-1558 | OH | 1989-02 | $17,798 |
| 11 | Helen L Peternell Charitable Tr 20-102160173460 | 4900 Tiedeman Rd Te Tax Oh 01 49 01, Brooklyn, OH 44144 | OH | $25,195 | |
| 12 | Helen L Rotterman Trust Uw, Rotterman Marie Ttee | 10 West Second St 26th Fl Keybank N, Dayton, OH 45402-1791 | OH | $17,039 | |
| 13 | Helen Lee Gentry Scholarship Fund | 218 Wildwood Ct, Loveland, OH 45140-9329 | OH | 2000-06 | $1 |
| 14 | Helen Lieblein Endowment | PO BOX 1558 DEPT EA4E86, Columbus, OH 43216-1558 | OH | 2001-12 | $733,887 |
| 15 | Helen M Bowman Mem Fund 3-2181-0 | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $3,514 | |
| 16 | Helen M Craddock Tr | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $61,607 | |
| 17 | Helen Mccalla Charitable Foundation | 4900 Tiedeman Rd, Dayton, OH 45402 | OH | 1995-03 | $684,820 |
| 18 | Helen Moss Cancer Research Foundation | 9619 Lakeshore Blvd, Bratenahl, OH 44108 | OH | 2000-10 | $96,787 |
| 19 | Helen Purcell Home | 1854 Norwood Blvd, Zanesville, OH 43701-2337 | OH | 1977-07 | $3,185,921 |
| 20 | Helen Russo Foundation | 5785 Timrick Ct, Cincinnati, OH 45238-2399 | OH | 2003-02 | $36,902 |
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