Margaretta W Hunt Tr 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
| Margaretta W Hunt Tr | |
| Employer Identification Number (EIN) | 316021586 |
| Name of Organization | Margaretta W Hunt Tr |
| In Care of Name | Us Bank Na Trustee |
| Address | PO BOX 1118, Cincinnati, OH 45201-1118 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Ruling Date | 03/1973 |
| Deductibility | Contributions are deductible |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $8,624,787 |
| Amount of Income | $8,503,214 |
| Form 990 Revenue Amount | $2,032,674 |
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 | $293,099 | $310,713 | $8,360 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $316,965 | |||
| Gross rents | $8,360 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $543,672 | $66,352 | $0 | $471,315 |
| Compensation of officers, directors, trustees, etc. | $57,162 | |||
| Total operating and administrative expenses | $78,273 | $66,352 | $5,916 | |
| Contributions, gifts, grants paid | $465,399 | |||
| Excess of revenue over expenses and disbursements | $-250,573 | |||
| Net investment income | $244,361 | |||
| Adjusted net income | $8,360 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,944,111 | $9,037,070 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $5,345,423 | |
| Investments-corporate bonds | $307,974 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $730,657 | |
| Other | $560,057 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $6,944,111 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-32,226 |
| 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 | $2,444 |
| Total credits and payments | $2,685 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,460 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $225 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $241 |
| Amount to be credited to 2013 estimated tax | $241 |
| 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? | Yes |
| 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 | $9,371,370 |
| Net value of noncharitable-use assets | $9,230,800 |
| Minimum investment return | $461,540 |
| Distributable Amount (for 2012) | |
| Distributable amount | $459,096 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $459,096 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $453,180 |
| 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 | Margaret M Walker Charitable Foundation | C/O Farmers Trust Co 42 Mcclurg R, Youngstown, OH 44512 | OH | 1996-06 | $2,099,354 |
| 2 | Margaret R & William H Miller Memorial Trust | 4900 Tiedeman Rd Tr 1st Flr, Brooklyn, OH 44144-2338 | OH | 1984-11 | $440 |
| 3 | Margaret R Griffiths Tr Uw | 3301 Terminal Tower, Cleveland, OH 44113 | OH | 1974-11 | $1,324,448 |
| 4 | Margaret S Comstock Charitable Tr 051399 | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1999-08 | $47,258 |
| 5 | Margaret Wagner Apartments Inc | 2375 Euclid Heights Blvd, Cleveland Heights, OH 44106-2704 | OH | 2001-06 | $180,472 |
| 6 | Margaret Walker Academy | 2053 Courtland Ave, Cincinnati, OH 45212-3009 | OH | 2004-05 | $432,500 |
| 7 | Margaret Walker Tr Fbo Shenango Library | C/O Farmers Trust Co 42 Mcclurg R, Youngstown, OH 44512 | OH | 2007-05 | $42,543 |
| 8 | Margaret Warnock Foundation, Brown Don P Ttee | 10 Center St, Chagrin Falls, OH 44022-3102 | OH | 1991-04 | $1,066 |
| 9 | Margaret Z Acker Tr, Ronald P Basista Ttee | 1422 Euclid Ave Ste 1104, Cleveland, OH 44115-2063 | OH | $70,151 | |
| 10 | Margaretta B Schuck Memorial Fund | 200 W Sandusky St, Findlay, OH 45840-3218 | OH | 1989-06 | $1 |
| 11 | Margaretta W Hunt Tr | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1973-03 | $8,503,214 |
| 12 | Marge & Charles J Schott Foundation | 5084 Wooster Rd Unit 100, Cincinnati, OH 45226-2392 | OH | 1966-09 | $37,304,922 |
| 13 | Margery Florence Kahn Charitable Remainder Tr | PO BOX 630858, Cincinnati, OH 45263-0858 | OH | 1997-10 | $203,726 |
| 14 | Marguerite M Wilson Foundation | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1957-06 | $420,543 |
| 15 | Maria Olberding Foundation, Olberding Donald Ttee | 3625 Byercliff Ave, Cincinnati, OH 45212 | OH | 1999-06 | $109,225 |
| 16 | Maria Sharapova Foundation Inc | C/O Hpm Partners 600 Superior No, Cleveland, OH 44114 | OH | 2006-08 | $50,665 |
| 17 | Maria Stein Countryfest Inc | 2291 Saint Johns Rd, Maria Stein, OH 45860-9510 | OH | 1989-05 | $336,927 |
| 18 | Marian B Leibold Foundation Inc | One E Fourth St 1400, Cincinnati, OH 45202 | OH | 2001-09 | $9,280 |
| 19 | Marian Council Home Corporation | 6050 Dog Leg Rd, Dayton, OH 45415-2513 | OH | 1972-01 | $50,355 |
| 20 | Marian Foundation | 9050 Turfway Bend Dr, Powell, OH 43065-8497 | OH | 1960-02 | $318,775 |
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