Josephine F Rollman Charitable Remainder Trust in Cincinnati, 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
| Josephine F Rollman Charitable Remainder Trust | |
| Employer Identification Number (EIN) | 316219615 |
| Name of Organization | Josephine F Rollman Charitable Remainder Trust |
| Address | PO BOX 1118, Cincinnati, OH 45201-1118 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $100,951 |
| Amount of Income | $2,822 |
| Form 990 Revenue Amount | $2,457 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets 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 | $5,874 | $5,874 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,707 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $3,167 | |||
| Total expenses and disbursements | $9,817 | $418 | $0 | $9,378 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,817 | $418 | $1,378 | |
| Contributions, gifts, grants paid | $8,000 | |||
| Excess of revenue over expenses and disbursements | $-3,943 | |||
| Net investment income | $5,456 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $104,179 | $130,877 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $100,096 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,083 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $104,179 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,167 |
| 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 | $55 |
| Total credits and payments | $55 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $55 |
| Backup withholding erroneously withheld | $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? | 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 | $134,072 |
| Net value of noncharitable-use assets | $132,060 |
| Minimum investment return | $6,603 |
| Distributable Amount (for 2012) | |
| Distributable amount | $6,548 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $6,548 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $482 |
| 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 | Joseph J Schott Foundation | 1801 E 9th St Ste 1035, Cleveland, OH 44114-3103 | OH | 1961-12 | $43,267,468 |
| 2 | Joseph L Barnum Trust Nect C/O Depositors Trust Co Ttee | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1991-11 | $44,773 |
| 3 | Joseph L Marcum Scholarship Fund Inc | 9450 Seward Rd, Fairfield, OH 45014-5412 | OH | 1995-07 | $381,633 |
| 4 | Joseph L Wolcott Scholarship Fund | 405 Madison Ave Ste 1470, Toledo, OH 43604-1226 | OH | 1962-04 | $97,780 |
| 5 | Joseph M Budzar Ministries Inc | 17835 Lake Ave, Lakewood, OH 44107-1052 | OH | 1995-01 | $1,036 |
| 6 | Joseph M Scaminace Foundation, Scaminace Joseph M Ttee | 15650 Buckland Trl, Novelty, OH 44072-9609 | OH | 2007-02 | $187,831 |
| 7 | Joseph M Woodward Trust U Item Ii Of Will F B O St Pauls Lutheran Ch | PO BOX 1558, Columbus, OH 43216-1558 | OH | 1984-03 | $87,036 |
| 8 | Joseph O Lane Foundation | 55 N Broad St, Canfield, OH 44406-1137 | OH | 2007-02 | $4,631 |
| 9 | Joseph Rawson Scientific Tr | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1966-12 | $76,975 |
| 10 | Joseph S And Jeannette M Silber Foundation Cuyahoga County Unit | 4900 Tiedeman Rd Oh-01-49-0150, Brooklyn, OH 44144-2338 | OH | $827,631 | |
| 11 | Josephine F Rollman Charitable Remainder Trust | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1990-03 | $2,822 |
| 12 | Josephs Home | 6935 Treeline Drive, Brecksville, OH 44141-3374 | OH | 2001-05 | $840,312 |
| 13 | Josh Cares Inc | C/O 7870 E Kemper Road Suite 400, Cincinnati, OH 45249 | OH | 2007-01 | $409,884 |
| 14 | Joshua Recovery Ministries | 3902 Pepper Tree Court, Dayton, OH 45424 | OH | 2008-06 | $77,970 |
| 15 | Josina Lott Foundation | 120 S Holland Sylvania Rd, Toledo, OH 43615-5622 | OH | 2000-03 | $691,950 |
| 16 | Jostan Charitable Foundation | PO BOX 433, Richfield, OH 44286-0433 | OH | 2006-02 | $1,175 |
| 17 | Journal Of Womens History Inc | 6209 Brown Rd, Oxford, OH 45056-8833 | OH | 1989-08 | $74,995 |
| 18 | Journey Of Hope | 2424 Chestnut Dr, Westlake, OH 44145-3125 | OH | 2002-01 | $19,024 |
| 19 | Journey Through Grief Support Inc | 3663 Pimlico Ct, Hamilton, OH 45011-5508 | OH | 2006-11 | $5,456 |
| 20 | Journeys End Ministries Inc | PO BOX 507, Newcomerstown, OH 43832-0507 | OH | 1999-12 | $100,467 |
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