Paul Maher Char Fdn 014354 in Dayton, 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
Paul Maher Char Fdn 014354 | |
Employer Identification Number (EIN) | 316443896 |
Name of Organization | Paul Maher Char Fdn 014354 |
In Care of Name | Society Bk Na |
Address | 10 W Second St 26th Fl, Dayton, OH 45402-1791 |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Foundation | All organizations except 501(c)(3) |
Organization | Association |
Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
Tax Period | 12/2011 |
Assets | $100,000 to $499,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $440,002 |
Amount of Income | $445,612 |
Form 990 Revenue Amount | $-32,609 |
Non-representatives - add comments:
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 | $-32,609 | $9,417 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $56 | |||
Dividends and interest from securities | $9,361 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $8,917 | $4,725 | $0 | $3,062 |
Compensation of officers, directors, trustees, etc. | $6,256 | |||
Total operating and administrative expenses | $8,917 | $4,725 | $3,062 | |
Contributions, gifts, grants paid | $0 | |||
Excess of revenue over expenses and disbursements | $-41,526 | |||
Net investment income | $4,692 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $440,002 | $0 |
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 | $440,002 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $440,002 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $0 |
Net capital loss | $-42,026 |
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 | $94 |
Total credits and payments | $1,024 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $1,024 |
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 | $930 |
Amount to be credited to 2012 estimated tax | $96 |
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? | Yes |
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 | $424,570 |
Net value of noncharitable-use assets | $418,200 |
Minimum investment return | $20,910 |
Distributable Amount (for 2011) | |
Distributable amount | $20,816 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $20,816 |
Undistributed income for 2011. This amount must be distributed in 2012 | $13,795 |
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 | Paul E Brown Scholarship Fund | 106 S Main St Ste 1600, Akron, OH 44308-1418 | OH | 1984-10 | $9,040 |
2 | Paul E Martin Scholarship Fund | 7 Easton Oval, Columbus, OH 43219-6010 | OH | 1991-12 | $35,592 |
3 | Paul Edmund Wehrle Charitable Tr Uw Fbo Grace Covenant Presbyterian Ch | PO BOX 1558 DEPT EA4E86, Columbus, OH 43216-1558 | OH | $16,924 | |
4 | Paul G Duke Foundation Inc | 1234 E Broad St, Columbus, OH 43205-1405 | OH | 1982-11 | $3,538,244 |
5 | Paul Graves Trust 3 Key Trust Company | 10 W Second St Fl 26th, Dayton, OH 45402-1791 | OH | $66,349 | |
6 | Paul H Lorenzen Family Foundation | 26965 Ottekee Dr, Perrysburg, OH 43551-1062 | OH | 2008-04 | $3,326 |
7 | Paul H Stone Jr Private Foundation | 200 S Pioneer Blvd, Springboro, OH 45066-1179 | OH | 1982-12 | $65 |
8 | Paul Huesman Foundation | 3654 Glenmore Ave, Cincinnati, OH 45211-4730 | OH | 2000-11 | $994 |
9 | Paul Keller Charitable Tr | 106 S Main St Ste 1600, Akron, OH 44308-1418 | OH | 2005-08 | $77,185 |
10 | Paul M & Lucy J Gillmor Charitable Foundation | PO BOX 88, Old Fort, OH 44861-0088 | OH | 1992-03 | $212,441 |
11 | Paul Maher Char Fdn 014354 | 10 W Second St 26th Fl, Dayton, OH 45402-1791 | OH | $445,612 | |
12 | Paul Minor Family Foundation | 2130 Audubon Pl, Toledo, OH 43606-3301 | OH | 2003-11 | $6,883 |
13 | Paul Miserlian Foundation Of The Findlay Area Youth For Christ | 10111 W Us Route 224, Findlay, OH 45840-1937 | OH | 2002-04 | $123,360 |
14 | Paul Motry Memorial Fund | 414 Wayne St, Sandusky, OH 44870-2709 | OH | 1951-06 | $527,445 |
15 | Paul P Dosberg Fdn Inc | 1001 Lakeside Ave E Ste 900, Cleveland, OH 44114-1177 | OH | 1957-11 | $112,940 |
16 | Paul P Tell Foundation Inc | 195 S Main St Ste 200, Akron, OH 44308-1314 | OH | 1954-05 | $1,829,267 |
17 | State Auto Foundation | 518 E Broad St, Columbus, OH 43215-3901 | OH | 1989-08 | $286,659 |
18 | Paula Creamer Foundation Inc | 2000 Auburn Drive, Cleveland, OH 44122 | OH | 2009-05 | $55,100 |
19 | Paulding Athletic Boosters Club Inc | 766 Woodring Avenue, Paulding, OH 45879 | OH | 2008-03 | $26,782 |
20 | Paulding Baseball Association Inc | Po Box 281, Paulding, OH 45879 | OH | 1989-08 | $0 |
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