Isadore Binzer Fund, Key Bank National Association Ttee 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
- Organizations performing similar types of work
| Isadore Binzer Fund, Key Bank National Association Ttee | |
| Employer Identification Number (EIN) | 020534833 |
| Name of Organization | Isadore Binzer Fund |
| Secondary Name | Key Bank National Association Ttee |
| In Care of Name | Key National Association |
| Address | 10 W Second St 26th Fl, Dayton, OH 45402-1791 |
| Subsection | Charitable Organization |
| Ruling Date | 10/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,758,735 |
| Amount of Income | $3,084,415 |
| Form 990 Revenue Amount | $599,998 |
| National Taxonomy of Exempt Entities (NTEE) | Public, Society Benefit - Multipurpose and Other: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2013: $3,084,415 (it was $1,121,562 in 2012)
| Isadore Binzer Fund, Key Bank National Association Ttee: | $3,084,415 |
| Other organizations performing similar types of work: | $75,162 |
Assets in 2013: $6,758,735 (it was $6,686,641 in 2012)
| This organization: | $6,758,735 |
| Other organizations performing similar types of work: | $27,091 |
Expenses in 2012: $471,340
| Isadore Binzer Fund, Key Bank National Association Ttee: | $471,340 |
| Other organizations performing similar types of work: | $45,997 |
Income to expenses ratio in 2012: 6.5
| This organization: | 6.5 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| Isadore Binzer Fund, Key Bank National Association Ttee: | 0.0% |
| Other organizations performing similar types of work: | 27.4% |
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 | $314,509 | $314,509 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $184,774 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $129,735 | |||
| Total expenses and disbursements | $471,340 | $48,161 | $0 | $423,178 |
| Compensation of officers, directors, trustees, etc. | $53,378 | |||
| Total operating and administrative expenses | $65,500 | $48,161 | $17,338 | |
| Contributions, gifts, grants paid | $405,840 | |||
| Excess of revenue over expenses and disbursements | $-156,831 | |||
| Net investment income | $266,348 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,686,641 | $7,909,901 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $6,686,641 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $6,686,641 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $129,735 |
| 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 | $5,327 |
| Total credits and payments | $10,587 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $10,587 |
| 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 | $5,260 |
| Amount to be credited to 2013 estimated tax | $5,260 |
| 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? | No |
| 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 | $7,956,131 |
| Net value of noncharitable-use assets | $7,836,780 |
| Minimum investment return | $391,839 |
| Distributable Amount (for 2012) | |
| Distributable amount | $386,512 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $386,512 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Mandare Foundation | PO BOX 9528, Cincinnati, OH 45209-0528 | OH | 2010-04 | $464,882 |
| 2 | The Cleveland Police Foundation | 600 Superior Avenue East Suite 1400, Cleveland, OH 44114-2652 | OH | 2010-08 | $411,125 |
| 3 | Melodic Connections Incorporated | 407 Vine Street, Cincinnati, OH 45202 | OH | 2013-04 | $242,702 |
| 4 | Women For Economic And Leadership Development | 6478 Winchester Blvd Ste 120, Canal Winchester, OH 43110-2004 | OH | 2012-10 | $223,548 |
| 5 | Us Veterans Motorcycle Club - Ohio State Chapter | PO BOX 3092, Fairborn, OH 45324-1792 | OH | 2013-07 | $159,590 |
| 6 | Friends Of The Community Relations Commission | 1111 E Broad St, Columbus, OH 43205-1303 | OH | 2011-12 | $123,597 |
| 7 | Joseph V Szcepanski And Bernice C Szczepanski Living Tr, Susan L Kall Ttee | 11221 Pearl Rd, Strongsville, OH 44136-3344 | OH | 2010-07 | $73,429 |
| 8 | Richard And Shirley Vallee Charitable Foundation | 619 Bourbon St, Blanchester, OH 45107-1477 | OH | 2012-11 | $8,504 |
| 9 | Austintown Fitch Class Of 1976 & Friends | 220 S Edgehill Ave, Youngstown, OH 44515-3233 | OH | 2015-02 | $0 |
| 10 | Got Forgiveness | P O Box 1797, Hillsboro, OH 45133 | OH | 2009-08 | $0 |
| 11 | In Memory Of Dominic | 1775 Ohltown Mcdonald Rd, Niles, OH 44446-1361 | OH | 2014-12 | $0 |
| 12 | Ladybugs Wings Of Love | 1367 Stanwix Court, Columbus, OH 43223 | OH | 2010-04 | $0 |
| 13 | Maclaren Foundation | 975 Bristol Dr, Akron, OH 44312-6020 | OH | 2014-07 | $0 |
| 14 | Organizing For America Glorious Days | 4703 Prescott Ave, Dayton, OH 45406 | OH | 2011-01 | $0 |
| 15 | Police Wives Of Ohio | Po Box 54, London, OH 43140 | OH | 2014-11 | $0 |
| 16 | Race Of Fayette County | 740 E Temple St, Washington Court House, OH 43160 | OH | 2014-11 | $0 |
| 17 | Rise Again Inc | 5868 Gross Dr, Dayton, OH 45431 | OH | 2014-09 | $0 |
| 18 | Somali Youth And Community Development, Soyocode | 44 Scott Ct, Westerville, OH 43081-4945 | OH | 2005-04 | $0 |
| 19 | Stow Dugout Club | 3180 Berwin Drive, Stow, OH 44224 | OH | 2012-12 | $0 |
| 20 | The S T A R Chapter Foundation Inc | PO BOX 32139, Cincinnati, OH 45232-0139 | OH | 2014-11 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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