Otto Armleder Tr Ua Item Xiv 3 Fbo Memorial Fund in Cleveland, 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
| Otto Armleder Tr Ua Item Xiv 3 Fbo Memorial Fund | |
| Employer Identification Number (EIN) | 316277511 |
| Name of Organization | Otto Armleder Tr Ua Item Xiv 3 Fbo Memorial Fund |
| In Care of Name | Provident Bank Ttee |
| Address | PO BOX 94651, Cleveland, OH 44101-4651 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2010 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $252,410 |
| Amount of Income | $2,143 |
| Form 990 Revenue Amount | $125 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $125 | $125 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $68 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $57 | |||
| Total expenses and disbursements | $247,890 | $1,250 | $0 | $246,640 |
| Compensation of officers, directors, trustees, etc. | $2,500 | |||
| Total operating and administrative expenses | $7,890 | $1,250 | $6,640 | |
| Contributions, gifts, grants paid | $240,000 | |||
| Excess of revenue over expenses and disbursements | $-247,765 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,656 | $4,656 |
| 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 | $0 | |
| Other | $4,656 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $4,656 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $57 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $750 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $750 |
| 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 |
| Overpayment | $750 |
| Amount to be credited to 2012 estimated tax | $750 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $191,910 |
| Net value of noncharitable-use assets | $189,040 |
| Minimum investment return | $9,452 |
| Distributable Amount (for 2011) | |
| Distributable amount | $9,452 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $9,452 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Ottawa Residential Services Inc | 400 W 3rd St, Port Clinton, OH 43452-1802 | OH | 1978-06 | $3,640,430 |
| 2 | Ottawa River Coalition | 1601 E 4th St Ste B, Lima, OH 45804-2711 | OH | 1994-12 | $31,566 |
| 3 | Ottawa River Estates Inc | 5555 Airport Hwy Ste 220, Toledo, OH 43615-8425 | OH | 1998-05 | $99,863 |
| 4 | Ottawa River Yacht Club | 5844 Edgewater Dr, Toledo, OH 43611-2475 | OH | 1970-01 | $333,508 |
| 5 | Ottawa Senior Citizens Association Inc | 1035 East Third Street, Ottawa, OH 45875 | OH | 1974-01 | $0 |
| 6 | Ottawa Shooting Club | PO BOX 564, Castalia, OH 44824-0564 | OH | 1987-01 | $717,320 |
| 7 | Ottawa Valley Center Incorporated | 1325 S Seriff Rd, Lima, OH 45805-2818 | OH | 1996-02 | $469,365 |
| 8 | Otterbein Cridersville | 100 Red Oak Dr, Cridersville, OH 45806-9618 | OH | 2001-12 | $8,443,037 |
| 9 | Otterbein Portage Valley Inc | 20311 Pemberville Road, Pemberville, OH 43450-9413 | OH | 1976-09 | $9,514,590 |
| 10 | Otto & Isabel Frings Mem Sch Tr 7796154 | PO BOX 630858, Cincinnati, OH 45263-0858 | OH | 2001-10 | $51,762 |
| 11 | Otto Armleder Tr Ua Item Xiv 3 Fbo Memorial Fund | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $2,143 | |
| 12 | Otto M Budig Family Foundation | 6705 Wyman Ln, Cincinnati, OH 45243-2729 | OH | 1994-06 | $1,275,072 |
| 13 | Our Common Heritage Inc | P O Box 864, Dayton, OH 45401-0864 | OH | 1980-02 | $203 |
| 14 | Our Daily Bread | PO BOX 14862, Cincinnati, OH 45250-0862 | OH | 1985-06 | $876,680 |
| 15 | Our Daily Bread Soup Kitchen | 125 S Central Ave, Lima, OH 45801-4506 | OH | 1922-02 | $134,817 |
| 16 | Our Hand Of Hope Project, Hand Of Hope | Po Box 257 5240 Glenhaven Ave, Louisville, OH 44641 | OH | 2008-10 | $0 |
| 17 | Our Home Inc | 117 W Fayette St, Celina, OH 45822-2107 | OH | 1997-01 | $404,016 |
| 18 | Our Lady Of Angels Apartments Inc | 3648 Rocky River Drive, Cleveland, OH 44111-3976 | OH | 1980-10 | $1,691,626 |
| 19 | Our Lady Of Guadalupe Radio Inc | 3662 Rugby Dr, Toledo, OH 43614-4448 | OH | 2006-10 | $321,094 |
| 20 | Our Lady Of Mount Carmel Foundation | 6928 Detroit Ave, Cleveland, OH 44102-3024 | OH | 1999-09 | $166,229 |
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