Marion B Herrschaft Trust Ua Nect 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
| Marion B Herrschaft Trust Ua Nect | |
| Employer Identification Number (EIN) | 016041087 |
| Name of Organization | Marion B Herrschaft Trust Ua Nect |
| In Care of Name | Key Trust |
| Address | PO BOX 10099, Toledo, OH 43699-0099 |
| Activities | 4947(a)(2) trust |
| Subsection | Charitable Organization |
| Ruling Date | 10/1975 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $499,649 |
| Amount of Income | $241,428 |
| Form 990 Revenue Amount | $61,928 |
Non-representatives - add comments:
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 | $9,839 | $12,285 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,285 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $15,692 | $4,151 | $0 | $10,382 |
| Compensation of officers, directors, trustees, etc. | $5,534 | |||
| Total operating and administrative expenses | $7,444 | $4,151 | $2,134 | |
| Contributions, gifts, grants paid | $8,248 | |||
| Excess of revenue over expenses and disbursements | $-5,853 | |||
| Net investment income | $8,134 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $502,010 | $511,320 |
| 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 | $502,010 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $502,010 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-2,446 |
| 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 | $163 |
| Total credits and payments | $576 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $576 |
| 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 | $413 |
| Amount to be credited to 2013 estimated tax | $164 |
| 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 | $498,603 |
| Net value of noncharitable-use assets | $491,120 |
| Minimum investment return | $24,556 |
| Distributable Amount (for 2012) | |
| Distributable amount | $24,393 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $24,393 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $10,375 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Higher Powered Center Inc in Toledo, OH
  |
|
National Spiritualist Association Of Churches, Ashley Spiritualist Camp in Ashley, OH
|
Osteopathic Heritage Foundation in Columbus, OH
 |
|
Razavi Farsi School Inc in Sylvania, OH
|
|
Madison Summer Baseball League Inc in Mansfield, OH
|
|
Learning Tree Homeschool Group in Pickerington, OH
|
|
Keys Of The Kingdom Ministries International Inc in Orange, OH
|
| Faith Of Tomorrow Church in Painesville, OH |
| Greater Cincinnati Gasoline Dealers Association Inc in Cincinnati, OH |
|
East Muskingum Civic Association in Marietta, OH
|
| Other organizations in Ohio | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Marine Corps League, Herman Hesselschwardt Det | PO BOX 164, Defiance, OH 43512-0164 | OH | 1946-07 | $243,448 |
| 2 | Mario Amistadi Tr Uw Reeves Banking & Tr Co Ttee | PO BOX 1558 DEPT EA4E86, Columbus, OH 43216-1558 | OH | 1965-09 | $178,864 |
| 3 | Marion Adolescent Pregnancy Program Inc | 498 N Main St, Marion, OH 43302-2361 | OH | 1982-12 | $568,792 |
| 4 | Marion Aids Task Force | PO BOX 6002, Marion, OH 43301-6002 | OH | 1991-12 | $156,424 |
| 5 | Twig Council Of Marion General Hospital, Twig Vii Marion Area Auxiliary | 1050 Delaware Ave, Marion, OH 43302-6416 | OH | 1979-12 | $18,786 |
| 6 | Marion Area Chamber Of Commerce Inc | 267 W Center St Ste 200, Marion, OH 43302-3600 | OH | 1942-07 | $423,891 |
| 7 | Marion Area Convention And Visitors Bureau Incorporated | 1713 Marion Mt Gilead Road, Marion, OH 43302-7867 | OH | 1990-01 | $184,518 |
| 8 | Marion Area Genealogy Society | Po Box 844, Marion, OH 43301 | OH | 1984-04 | $2,080 |
| 9 | Marion Area Humane Society | 2264 Richland Rd, Marion, OH 43302-8475 | OH | 1986-02 | $255,116 |
| 10 | Marion Area Partners In Education Inc | 280 N Main St, Marion, OH 43302-3032 | OH | 1996-02 | $0 |
| 11 | Marion B Herrschaft Trust Ua Nect | PO BOX 10099, Toledo, OH 43699-0099 | OH | 1975-10 | $241,428 |
| 12 | Marion Band Booster Organization | PO BOX 11, Maria Stein, OH 45860-0011 | OH | 2008-10 | $186,472 |
| 13 | Marion Baseball For Youth Inc | 506 Leader St, Marion, OH 43302-2228 | OH | 1978-06 | $1,470,883 |
| 14 | Marion Board Of Realtors Inc | 515 E Center St, Marion, OH 43302-4244 | OH | 2001-10 | $342,173 |
| 15 | Marion C Tyler Foundation | 10 W 2nd St 26th Fl Keybank, Dayton, OH 45402-1791 | OH | 1944-09 | $91,546 |
| 16 | Marion Cadets Drum & Bugle Corps Inc | 434 W Church St, Marion, OH 43302-3620 | OH | 1977-03 | $165,639 |
| 17 | Marion Cemetery Association | 620 Delaware Ave, Marion, OH 43302-5054 | OH | 1941-09 | $901,419 |
| 18 | Marion Chapter 448 Women Of The Moose, Wotm 448 Women Of The Moose 448 | Po Box 21, Marion, OH 43301 | OH | 1940-05 | $0 |
| 19 | Marion Community Development Organization Incorporated | PO BOX 65, Maria Stein, OH 45860-0065 | OH | 1996-01 | $175,399 |
| 20 | Marion Community Foundation | 504 S State St, Marion, OH 43302-5036 | OH | 2000-02 | $4,439,856 |
Organization representatives - add corrected or new information about Marion B Herrschaft Trust Ua Nect »
Non-representatives - add comments about Marion B Herrschaft Trust Ua Nect»