Montei Mound Preserve Inc in Westerville, 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
| Montei Mound Preserve Inc | |
| Employer Identification Number (EIN) | 311332603 |
| Name of Organization | Montei Mound Preserve Inc |
| In Care of Name | Tom R Montei |
| Address | 6533 Blackhawk Cir, Westerville, OH 43082-9269 |
| Activities | Historical site, records or reenactment |
| Subsection | Educational Organization |
| Ruling Date | 12/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $362,408 |
| Amount of Income | $1,254 |
| Form 990 Revenue Amount | $1,015 |
Non-representatives - add comments:
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 | $1,254 | $1,254 | $1,254 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,254 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $1,350 | $675 | $0 | $675 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,350 | $675 | $675 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-96 | |||
| Net investment income | $579 | |||
| Adjusted net income | $1,254 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $362,408 | $358,540 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $38,884 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $323,524 | |
| Total liabilities | $2,554 | |
| Mortgages and other notes payable | $0 | |
| Other | $2,554 | |
| Total liabilities and net assets/fund balances | $359,854 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $12 |
| Total credits and payments | $92 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $92 |
| 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 | $80 |
| Amount to be credited to 2013 estimated tax | $80 |
| 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? | Yes |
| 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 | $40,770 |
| Net value of noncharitable-use assets | $40,160 |
| Minimum investment return | $2,008 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $1,254 | $1,015 | $1,007 | $850 | $4,126 |
| Qualifying distributions made directly for active conduct of exempt activities | $675 | $613 | $738 | $1,229 | $3,255 |
| Value of all assets | $358,540 | $353,000 | $355,515 | $351,725 | $1,418,780 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $320,000 | $320,000 | $320,000 | $320,000 | $1,280,000 |
| 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 | $1,254 | $1,015 | $1,007 | $850 | $4,126 |
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| Other organizations in Ohio | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Monroeville Athletic Boosters Club | 101 West St, Monroeville, OH 44847-9797 | OH | 1992-09 | $70,841 |
| 2 | Monsignor Edward C Dunn Foundation For Education | 104 W 1st St, Mansfield, OH 44902-2104 | OH | 1986-02 | $1,399,931 |
| 3 | Monsignor Jerome Schmit Charitable Foundation Inc | 6711 Monroe St Rm A, Sylvania, OH 43560-1962 | OH | 1994-11 | $87,155 |
| 4 | Monsignor Robert Amann Foundation Tr, Amann Robert A Ttee | 7430 Rossmore Ct, Centerville, OH 45459-4213 | OH | 2000-01 | $70,003 |
| 5 | Mont Reid Surgical Society Of The University Of Cincinnati | 231 Albert B Sabin Way, Cincinnati, OH 45267-0558 | OH | 1952-04 | $0 |
| 6 | Montana De Luz | PO BOX 410, Worthington, OH 43085-0410 | OH | 2002-03 | $590,282 |
| 7 | Montauk Foundation | C/O 200 Market Avenue N Room 210, Canton, OH 44702 | OH | 1984-02 | $128,545 |
| 8 | Montefiore Auxiliary | 1 David Myers Pkwy, Beachwood, OH 44122-1162 | OH | 1986-12 | $197,456 |
| 9 | Montefiore Foundation | One David N Myers Parkway, Beachwood, OH 44122 | OH | 1995-01 | $1,771,244 |
| 10 | Montei Foundation | 4608 Sawmill Rd, Columbus, OH 43220-2247 | OH | 2001-01 | $1,623,381 |
| 11 | Montei Mound Preserve Inc | 6533 Blackhawk Cir, Westerville, OH 43082-9269 | OH | 1991-12 | $1,254 |
| 12 | Montessori Center Of South Dayton Inc | 2900 Acosta St, Kettering, OH 45420-3467 | OH | 1990-06 | $1,110,941 |
| 13 | Montessori Center Room Inc | 2505 Riverside Dr, Cincinnati, OH 45202-1836 | OH | 1967-10 | $316,839 |
| 14 | Montessori Childrens School Inc | 28370 Bassett Rd, Westlake, OH 44145-3022 | OH | 1973-04 | $1,307,416 |
| 15 | Montessori Development Partnerships | 13693 Butternut Rd, Burton, OH 44021-9571 | OH | 1991-02 | $1,089,757 |
| 16 | Montessori Pre-School Of Coshocton | 142 North 4th Street Suite 100, Coshocton, OH 43812-1504 | OH | 1982-08 | $99,147 |
| 17 | Montessori Renaissance Experience | 3190 Zach Ct, Columbus, OH 43219-5013 | OH | 2001-06 | $717,485 |
| 18 | Dayton Montessori Society Inc | 5515 Brandt Pike, Huber Heights, OH 45424-6117 | OH | 1976-12 | $47,903 |
| 19 | Montessori School Of The Mahoning Valley | 2008 Lynn Ave, Youngstown, OH 44514-1123 | OH | 1977-08 | $514,200 |
| 20 | Montessori School Of Wooster Inc | 1170 Akron Rd, Wooster, OH 44691-2502 | OH | 2000-01 | $548,420 |
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