Mary A & Perley F Ripley Tr Key Bk Of Southern Me 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
Mary A & Perley F Ripley Tr Key Bk Of Southern Me | |
Employer Identification Number (EIN) | 016007553 |
Name of Organization | Mary A & Perley F Ripley Tr Key Bk Of Southern Me |
In Care of Name | Key Trust |
Address | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 04/1992 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 08/2014 |
Assets | $500,000 to $999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $912,466 |
Amount of Income | $199,744 |
Form 990 Revenue Amount | $44,359 |
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 | $44,359 | $44,234 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $23,535 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $125 | |||
Other | $20,699 | |||
Total expenses and disbursements | $56,837 | $8,075 | $0 | $48,192 |
Compensation of officers, directors, trustees, etc. | $10,767 | |||
Total operating and administrative expenses | $13,837 | $8,075 | $5,192 | |
Contributions, gifts, grants paid | $43,000 | |||
Excess of revenue over expenses and disbursements | $-12,478 | |||
Net investment income | $36,159 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $837,711 | $904,194 |
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 | $837,711 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $837,711 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $20,699 |
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 | $362 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $362 |
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? | 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? | 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 | $897,495 |
Net value of noncharitable-use assets | $884,040 |
Minimum investment return | $44,202 |
Distributable Amount (for 2012) | |
Distributable amount | $43,840 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $43,840 |
Undistributed income for 2012. This amount must be distributed in 2013 | $38,417 |
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 | Martin Foundation | 950 Main Ave Ste 1100, Cleveland, OH 44113-7213 | OH | 1998-03 | $33,913 |
2 | Martin Luther King Breakfast Committee Inc | PO BOX 83134, Columbus, OH 43203-0134 | OH | 1988-03 | $179,746 |
3 | Martin Luther King Center-Kitchen For The Poor Inc | 650 Vance St, Toledo, OH 43604-8344 | OH | 1971-03 | $726,622 |
4 | Martin Luther King Jr Elementary Academy Inc | 74 Kessler Pl, Cincinnati, OH 45217-1504 | OH | 1983-03 | $42,012 |
5 | Martin Luther Lutheran Church Fund Tr, Andrews William Ttee | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 2001-09 | $347,418 |
6 | Martini Coalition For Research And Development Inc | 10041 Menominee Drive, Cincinnati, OH 45251 | OH | 2006-07 | $0 |
7 | Martino Family Foundation | 10 Church St, Chagrin Falls, OH 44022-3105 | OH | 1997-08 | $0 |
8 | Martins Ferry Educational Foundation | Po Box 501, Martins Ferry, OH 43935 | OH | 1985-03 | $0 |
9 | Martins Mennonite Church Cemetery Association | 14027 Church Rd, Orrville, OH 44667 | OH | 1965-09 | $0 |
10 | Marvin Lewis Community Fund | 700 W Pete Rose Way, Cincinnati, OH 45203-1892 | OH | 2005-05 | $1,509,072 |
11 | Mary A & Perley F Ripley Tr Key Bk Of Southern Me | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1992-04 | $199,744 |
12 | Mary A And Gerald F Franklin Sr Foundation | 9010 W Moreland Rd, Parma, OH 44129-2466 | OH | 2009-04 | $33,359 |
13 | Mary And Dr George L Demetros Charitable Trust | 106 S Main St Ste 500, Akron, OH 44308-1445 | OH | 2002-09 | $2,361,851 |
14 | Mary B & James A Rigby Endowment Fund Fbo, Mansfield General Hospital 31a02500 | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | $149,804 | |
15 | Mary B Donahue Tr | 4900 Tiedeman Rd Oh-01-49-0150 Keyb, Brooklyn, OH 44144-2338 | OH | 1971-11 | $927,267 |
16 | Mary Bernice Smoker Test Tr 38015004, First Financial Bank Na | 300 High St, Hamilton, OH 45011-6078 | OH | $311,671 | |
17 | Mary C Donovan Memorial Scholarship Fund Tr | 3122 Hanna Ave, Cincinnati, OH 45211-6913 | OH | 1995-09 | $3,181 |
18 | Mary Carlson Nect Trust | 4900 Tiedeman Rd Tax Dept Oh-01-4, Brooklyn, OH 44144-2338 | OH | 1975-05 | $216,132 |
19 | Mary Coxen Endowment Trust Fund 00690-014 | 4900 Tiedeman Rd Ste 4th Flr, Brooklyn, OH 44144-2338 | OH | 1972-02 | $21,895 |
20 | Mary Daily Chambers Tr 05147-01 | 106 S Main St Ste 1600, Akron, OH 44308-1418 | OH | 1900-12 | $41,499 |
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