Phil Wagler Charitable Foundation in Uniontown, 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
| Phil Wagler Charitable Foundation | |
| Employer Identification Number (EIN) | 346886145 |
| Name of Organization | Phil Wagler Charitable Foundation |
| Address | 3700 Tabs Dr, Uniontown, OH 44685-9562 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $7,588,309 |
| Amount of Income | $7,211,924 |
| Form 990 Revenue Amount | $428,544 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
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 | $346,061 | $346,061 | $446,703 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $242,681 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $103,380 | |||
| Total expenses and disbursements | $614,218 | $160,150 | $0 | $419,800 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $194,418 | $160,150 | $0 | |
| Contributions, gifts, grants paid | $419,800 | |||
| Excess of revenue over expenses and disbursements | $-268,157 | |||
| Net investment income | $185,911 | |||
| Adjusted net income | $446,703 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $7,588,309 | $7,762,576 |
| Cash - non-interest-bearing | $-21,133 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $7,533,442 | |
| Other | $76,000 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $7,588,309 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $103,380 |
| 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 | $3,718 |
| Total credits and payments | $5,733 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $5,733 |
| 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 | $2,015 |
| Amount to be credited to 2013 estimated tax | $2,015 |
| 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 | $7,833,388 |
| Net value of noncharitable-use assets | $7,715,880 |
| Minimum investment return | $385,794 |
| Distributable Amount (for 2012) | |
| Distributable amount | $382,076 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $382,076 |
| 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 | $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 | Phi Kappa Psi, Ohio Mu Chapter | 300 College Park Kennedy Union No, Dayton, OH 45469-0001 | OH | 1941-01 | $23,703 |
| 2 | Phi Kappa Tau Foundation, Delta Lambda Chapter | 163 Stormont Street, New Concord, OH 43762 | OH | 1950-01 | $807,396 |
| 3 | Phi Kappa Tau Fraternity Properties Inc | 5221 Morning Sun Rd, Oxford, OH 45056-8928 | OH | 1982-02 | $19,825 |
| 4 | Phi Kappa Tau Fraternity, Alpha Delta Chapter | 11909 Carlton Rd, Cleveland, OH 44106-2619 | OH | 1941-02 | $26,665 |
| 5 | Phi Kappa Tau Fraternity, Beta Chapter | 113 W Market St, Baltimore, OH 43105-1215 | OH | 1941-02 | $169,324 |
| 6 | Phi Kappa Tau Fraternity, Gamma Colony | 141 E 15th Ave, Columbus, OH 43201-1601 | OH | 1941-02 | $154,118 |
| 7 | Phi Kappa Tau Fraternity | 5221 Morning Sun Road, Oxford, OH 45056 | OH | 1941-02 | $2,355,463 |
| 8 | Phi Kappa Theta Fraternity, Ohio Alpha Beta At Cwru | 11016 Magnolia Dr, Cleveland, OH 44106-1812 | OH | 1967-04 | $79,687 |
| 9 | Phi Mu Fraternity, Delta Omega House Corp | 11418 Bellflower Rd, Cleveland, OH 44106-3921 | OH | 1942-10 | $190,434 |
| 10 | Phi Sigma Kappa, Phi Sigma Kappa Club Of Akron Inc | Po Box 1602, Akron, OH 44309 | OH | 1990-08 | $34,456 |
| 11 | Phil Wagler Charitable Foundation | 3700 Tabs Dr, Uniontown, OH 44685-9562 | OH | 1989-07 | $7,211,924 |
| 12 | Philada Home Fund | 1234 Inglenook Pl, Cincinnati, OH 45208-2918 | OH | 1965-06 | $2,616,102 |
| 13 | Philalethes Society | 800 S 15th St Unit 1803, Sebring, OH 44672-2070 | OH | 1972-07 | $38,309 |
| 14 | Philander Chase Corporation | 209 Chase Ave, Gambier, OH 43022-5024 | OH | 2000-08 | $481,648 |
| 15 | Philip E Guthery Tr 200327 | PO BOX 1558, Columbus, OH 43216-1558 | OH | 1984-05 | $16,594 |
| 16 | Philip E Lattavo Family Foundation | 1211 3rd St Nw, Massillon, OH 44647-4213 | OH | 1990-06 | $286,315 |
| 17 | Philip F Thompson Charitable Foundation | 139 S Main St, Columbiana, OH 44408-1349 | OH | 2003-10 | $41,711 |
| 18 | Philip R Myers Family Foundation | 8600 Bridgewater Ln, Cincinnati, OH 45243-1106 | OH | 1999-02 | $60,622 |
| 19 | Philipine Pediatric Society In America Foundation Inc | 4200 Warrensville Center Rd, Beachwood, OH 44122-7051 | OH | 2001-12 | $16,677 |
| 20 | Philippine Kerwer Fund | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1989-08 | $26,556 |
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