Howard And Espa Michaud Charitable Trust Fund in Dayton, 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
| Howard And Espa Michaud Charitable Trust Fund | |
| Employer Identification Number (EIN) | 046013647 |
| Name of Organization | Howard And Espa Michaud Charitable Trust Fund |
| In Care of Name | Key Trust Co |
| Address | 10 W 2nd St 26th Fl, Dayton, OH 45402-1791 |
| Activities | Gifts, grants, or loans to other organizations, Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 12/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,114,615 |
| Amount of Income | $564,778 |
| Form 990 Revenue Amount | $66,417 |
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 | $42,071 | $42,071 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $25,936 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $16,135 | |||
| Total expenses and disbursements | $79,814 | $10,860 | $0 | $68,001 |
| Compensation of officers, directors, trustees, etc. | $14,397 | |||
| Total operating and administrative expenses | $16,662 | $10,860 | $4,849 | |
| Contributions, gifts, grants paid | $63,152 | |||
| Excess of revenue over expenses and disbursements | $-37,743 | |||
| Net investment income | $31,211 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,163,830 | $1,267,312 |
| 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 | $1,163,830 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,163,830 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $16,135 |
| 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 | $312 |
| Total credits and payments | $552 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $552 |
| 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 | $240 |
| Amount to be credited to 2013 estimated tax | $240 |
| 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 | $1,300,350 |
| Net value of noncharitable-use assets | $1,280,840 |
| Minimum investment return | $64,042 |
| Distributable Amount (for 2012) | |
| Distributable amount | $63,730 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $63,730 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $60,319 |
| 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 | Housing Opportunities Made Equal Of Greater Cincinnati Inc | 2400 Reading Road, Cincinnati, OH 45202-1458 | OH | 1966-11 | $958,447 |
| 2 | Housing Partners Of Ashland County Inc | 19 W Main St Ste 4, Ashland, OH 44805-2220 | OH | 2008-11 | $28,455 |
| 3 | Housing Programs Limited | 325 Moore St, East Liverpool, OH 43920 | OH | 2004-10 | $0 |
| 4 | Housing Research & Advocacy Center, Metro Strategy Group | 2728 Euclid Ave Ste 200, Cleveland, OH 44115-2429 | OH | 1994-10 | $716,448 |
| 5 | Housing Services Alliance Inc | 130 S Main St Suite B101, Bellefontaine, OH 43311-2073 | OH | 2004-08 | $943,354 |
| 6 | Housing Solutions Of Greene County Inc | 335 E Market St, Xenia, OH 45385-3114 | OH | 2002-10 | $515,064 |
| 7 | Housing Ventures Inc | C/O Cmha 880 E 11th Ave, Columbus, OH 43211 | OH | 2000-05 | $891,956 |
| 8 | Houston Community Association Inc | PO BOX 368, Houston, OH 45333-0368 | OH | 1966-04 | $52,968 |
| 9 | Houston Rescue Service Inc | PO BOX 399, Houston, OH 45333-0399 | OH | 1982-08 | $119,739 |
| 10 | Hoven Family Foundation Inc | 3636 Euclid Avenue, Cleveland, OH 44115-2528 | OH | 1997-08 | $367,448 |
| 11 | Howard And Espa Michaud Charitable Trust Fund | 10 W 2nd St 26th Fl, Dayton, OH 45402-1791 | OH | 1991-12 | $564,778 |
| 12 | Howard B Magruder Tr, Smith Bruce L Co-Succ-Ttee | PO BOX 10032, Toledo, OH 43699-0032 | OH | 1939-10 | $386,559 |
| 13 | Howard E & Mildred Kyle Foundation | PO BOX 816, Piqua, OH 45356-0816 | OH | 1998-09 | $33,025 |
| 14 | Howard M Sheeler Fund | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1976-09 | $219,327 |
| 15 | Howard R Walter Charitable Remainder Trust | PO BOX 1558 DEPT EA4E86, Columbus, OH 43216-1558 | OH | 1989-11 | $270,065 |
| 16 | Howland Athletic Club Inc | 9131 Chalfonte Dr Ne, Warren, OH 44484-2111 | OH | 1958-08 | $134,712 |
| 17 | Howland Band Boosters Inc | 200 Shaffer Dr Ne, Warren, OH 44484-1843 | OH | 2014-07 | $86,200 |
| 18 | Howland Community Scholarshipsfoundation Inc | 8200 South St Se, Warren, OH 44484-2447 | OH | 2007-05 | $61,814 |
| 19 | Howland Little Tigers Football Team Inc | Po Box 8601, Warren, OH 44484 | OH | 1977-10 | $0 |
| 20 | Howland Memorial Fund U-W Of Mame E Howland Item 8 | 2080 Stockbridge Rd, Akron, OH 44313-4541 | OH | 1975-12 | $2,300,344 |
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