John C Enk Char Residual Trust in Toledo, 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
| John C Enk Char Residual Trust | |
| Employer Identification Number (EIN) | 016056431 |
| Name of Organization | John C Enk Char Residual Trust |
| In Care of Name | Keybank National Association Ttee |
| Address | PO BOX 10099, Toledo, OH 43699-0099 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 08/1977 |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,188,500 |
| Amount of Income | $315,304 |
| Form 990 Revenue Amount | $51,739 |
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 | $51,739 | $51,428 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $24,560 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $311 | |||
| Other | $26,868 | |||
| Total expenses and disbursements | $21,375 | $7,810 | $0 | $10,903 |
| Compensation of officers, directors, trustees, etc. | $10,413 | |||
| Total operating and administrative expenses | $15,575 | $7,810 | $5,103 | |
| Contributions, gifts, grants paid | $5,800 | |||
| Excess of revenue over expenses and disbursements | $30,364 | |||
| Net investment income | $43,618 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,143,477 | $1,157,326 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,143,477 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,143,477 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $26,868 |
| 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 | $872 |
| Total credits and payments | $1,377 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,377 |
| 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 | $505 |
| Amount to be credited to 2013 estimated tax | $218 |
| 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 | $1,125,948 |
| Net value of noncharitable-use assets | $1,109,060 |
| Minimum investment return | $55,453 |
| Distributable Amount (for 2012) | |
| Distributable amount | $54,581 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $54,581 |
| 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 | John And Shirley Davies Foundation | 7754 Camargo Rd Ste 21, Cincinnati, OH 45243-2661 | OH | 1992-12 | $117,546 |
| 2 | John And Susan Berding Familyfoundation | 6753 Rapid Run Rd, Cincinnati, OH 45233-1425 | OH | 2008-03 | $5,757,395 |
| 3 | John Anson Kittredge Educational Fd C/O Key Trust Co Of Maine | 4900 Tiedeman Rd Oh-01-49-0150, Brooklyn, OH 44144-2338 | OH | 1959-07 | $481,435 |
| 4 | John B & Dareth Gerlach Foundation | 1234 E Broad St, Columbus, OH 43205-1405 | OH | 1997-11 | $566,096 |
| 5 | John B & Graceann H Reese Foundation | PO BOX 349, Napoleon, OH 43545-0349 | OH | 1988-08 | $3,733 |
| 6 | John B Costello Sholarship Fd Tr Uw Fbo Marlboro High School 9-24-87 | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1991-03 | $15,688 |
| 7 | John B Kelso No 3 | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1972-05 | $55,456 |
| 8 | John B Van Meter Charitable Foundation | 425 Walnut St Ste 1800, Cincinnati, OH 45202-3957 | OH | 1995-05 | $25,113 |
| 9 | John C And Sally S Morley Family Foundation, Watson Richard T Ttee | R Dent Trustee 25201 Chagrin Blvd R, Beachwood, OH 44122 | OH | 1998-10 | $200,642 |
| 10 | John C Bates Foundation | One Seagate, Toledo, OH 43604-1558 | OH | 1994-08 | $860,100 |
| 11 | John C Enk Char Residual Trust | PO BOX 10099, Toledo, OH 43699-0099 | OH | 1977-08 | $315,304 |
| 12 | John C Enk Trust Fbo City And Church | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1995-07 | $190,512 |
| 13 | John C Hutchins Endowment Fund For The Franklin Thomas Backus School | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1969-09 | $336,833 |
| 14 | John C Reed Iv And Margaret Hanson Reed Fund | PO BOX 10099, Toledo, OH 43699-0099 | OH | 2008-03 | $1,200,985 |
| 15 | John Clem Recovery House | 8044 Dairy Ln, Athens, OH 45701-9393 | OH | 2005-12 | $215,880 |
| 16 | John Cook Family Foundation Inc | 16399 Us 23 South, Ashville, OH 43103 | OH | 2000-09 | $3,405 |
| 17 | John D Finnegan Foundation | PO BOX 1558, Columbus, OH 43216-1558 | OH | 1959-08 | $2,164,962 |
| 18 | John D Proctor Foundation | 2016 Midway Dr, Twinsburg, OH 44087-1934 | OH | 1983-10 | $12,308 |
| 19 | John Degrand & Mary Ellen Coryell Charitable Foundation | 105 E 4th St Ste 1200, Cincinnati, OH 45202-4015 | OH | 2002-11 | $32,484 |
| 20 | John E & Betty J Meyer Family Foundation | 7925 Graceland St, Dayton, OH 45459-3834 | OH | 2001-11 | $405,975 |
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