Mark E Turner Revocable Charitable Trust in Brooklyn, 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
Mark E Turner Revocable Charitable Trust | |
Employer Identification Number (EIN) | 016038526 |
Name of Organization | Mark E Turner Revocable Charitable Trust |
In Care of Name | Keybank Na Oh 01 49 0150 |
Address | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 |
Activities | Gifts, grants, or loans to other organizations, Community trust or component |
Subsection | Charitable Organization |
Ruling Date | 07/1975 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 11/2014 |
Assets | $500,000 to $999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $869,219 |
Amount of Income | $470,253 |
Form 990 Revenue Amount | $94,479 |
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 | $11,586 | $17,517 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $17,517 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $12 | |||
Total expenses and disbursements | $51,641 | $6,810 | $0 | $44,593 |
Compensation of officers, directors, trustees, etc. | $8,981 | |||
Total operating and administrative expenses | $10,543 | $6,810 | $3,495 | |
Contributions, gifts, grants paid | $41,098 | |||
Excess of revenue over expenses and disbursements | $-40,055 | |||
Net investment income | $10,707 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $836,970 | $940,857 |
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 | $836,970 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $836,970 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-5,943 |
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 | $214 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $214 |
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 | $936,076 |
Net value of noncharitable-use assets | $922,040 |
Minimum investment return | $46,102 |
Distributable Amount (for 2012) | |
Distributable amount | $45,888 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $45,888 |
Undistributed income for 2012. This amount must be distributed in 2013 | $42,393 |
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 | Marion Technical College Foundation Inc | 1467 Mount Vernon Ave, Marion, OH 43302-5628 | OH | 1986-09 | $120,814 |
2 | Marion Township Branch Library Assoc | 9 Franklin St, Chickasaw, OH 45826 | OH | 1984-01 | $3,636 |
3 | Marion Union Station Association | 32 W Center St, Marion, OH 43302 | OH | 1987-01 | $44,858 |
4 | Marion Ymca Endowment Fund Inc | 645 Barks Rd, Marion, OH 43302 | OH | 1955-12 | $212,348 |
5 | Marion Youth Development Council, Boys & Girls Club Of Marion County | PO BOX 207, Marion, OH 43301-0207 | OH | 1995-10 | $467,769 |
6 | Marjorie A Toothaker Trust Dtd 102285 Fbo Mnu 1438a029008 | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 2006-07 | $1,263,888 |
7 | Marjorie And Russell Bean Memorial Foundation | 6698 Cherry Bnd, Canal Wnchstr, OH 43110-1273 | OH | 1989-12 | $47,818 |
8 | Marjorie C Ingmand Charitable Tr | PO BOX 1558, Columbus, OH 43216-1558 | OH | 1989-07 | $22,189 |
9 | Marjorie E Hart Trust, Gilliland K & R Willis Et Al Ttee | PO BOX 284, Wellston, OH 45692-0284 | OH | 1996-06 | $2,765 |
10 | Mark Baker Foundation, Baker Mark Ttee | PO BOX 5852, Dayton, OH 45405-0852 | OH | 1999-07 | $45,515 |
11 | Mark E Turner Revocable Charitable Trust | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1975-07 | $470,253 |
12 | Mark Heiman Family Foundation | PO BOX 371805, Cincinnati, OH 45222-1805 | OH | 1998-12 | $309,535 |
13 | Mark Maynard Charitable Foundation | 4575 Concord Dr, Fairview Park, OH 44126-2807 | OH | 1997-11 | $1 |
14 | Mark R Goodman Memorial Scholarship Fund Trust, 102160370660 | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1993-08 | $13,072 |
15 | Mark S Feldstein Private Foundation | PO BOX 10099, Toledo, OH 43699-0099 | OH | 2004-01 | $305,771 |
16 | Marketing & Business Administration Research And Curriculum Center, Mba Research | 1375 King Ave, Columbus, OH 43212-2220 | OH | 1978-03 | $1,451,093 |
17 | Marketplace Solutions Inc | 567 S 5th St, Columbus, OH 43206-1266 | OH | 2007-08 | $86,873 |
18 | Marks Inc | PO BOX 24079, Cincinnati, OH 45224-0079 | OH | 1949-03 | $67,132 |
19 | Marla And Joseph Shafran Foundation | 2720 Van Aken Blvd Ste 200, Cleveland, OH 44120-2276 | OH | 1990-07 | $28,287 |
20 | Marlboro Baseball Association Inc | 11473 Marlboro Ave Ne, Alliance, OH 44601 | OH | 2004-04 | $15,733 |
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