Saxby Family Foundation Irrvc Charitable Tr in Toledo, 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
| Saxby Family Foundation Irrvc Charitable Tr | |
| Employer Identification Number (EIN) | 346928394 |
| Name of Organization | Saxby Family Foundation Irrvc Charitable Tr |
| In Care of Name | Lewis W Saxby Jr Co-Ttee |
| Address | 5565 Citation Road North, Toledo, OH 43615-2157 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $172,047 |
| Amount of Income | $14,672 |
| Form 990 Revenue Amount | $-25,722 |
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 | $-25,722 | $13,541 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,884 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $6,657 | |||
| Total expenses and disbursements | $144,261 | $6,184 | $0 | $138,077 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,184 | $6,184 | $0 | |
| Contributions, gifts, grants paid | $138,077 | |||
| Excess of revenue over expenses and disbursements | $-169,983 | |||
| Net investment income | $7,357 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $264 | $264 |
| 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 | $264 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $264 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-39,263 |
| 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 | $74 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $74 |
| Amount to be credited to 2012 estimated tax | $0 |
| 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? | 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 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 | $126,352 |
| Net value of noncharitable-use assets | $124,460 |
| Minimum investment return | $6,223 |
| Distributable Amount (for 2011) | |
| Distributable amount | $6,149 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $6,149 |
| 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 | Savage & Associates Foundation Inc | 4427 Talmadge Road, Toledo, OH 43623-3516 | OH | 2005-06 | $121,284 |
| 2 | Savane Land Company | PO BOX 5756, Cleveland, OH 44101-0756 | OH | $1,193 | |
| 3 | Save Cats And Obliterate Overpopulation | 10191 Leacrest Rd, Cincinnati, OH 45215-1310 | OH | 2006-10 | $77,470 |
| 4 | Save Ohio Strays | PO BOX 16, Wadsworth, OH 44282-0016 | OH | 2005-05 | $131,156 |
| 5 | Save Our Children Of Elyria Inc | 1621 Middle Ave, Elyria, OH 44035-7665 | OH | 1997-12 | $97,785 |
| 6 | Save Our Strays | 11784 Percivale Ct, Cincinnati, OH 45241-5905 | OH | 2002-03 | $66,480 |
| 7 | Save The Animals Foundation | 4011 Red Bank Rd, Cincinnati, OH 45227-3415 | OH | 1989-03 | $1,249,754 |
| 8 | Savemykid Org Inc | 6330 Brockway Rd, Thompson, OH 44086-9503 | OH | 2007-09 | $11,393 |
| 9 | Savin Childrens Home Inc, The Forever Childrens Home | 17911 Dorchesta Rd, Cleveland, OH 44119 | OH | 2001-09 | $460,942 |
| 10 | Savinem All Animal Rescue | 2854 Township Road 180, Fredericktown, OH 43019-8400 | OH | 2009-06 | $25,920 |
| 11 | Saxby Family Foundation Irrvc Charitable Tr | 5565 Citation Road North, Toledo, OH 43615-2157 | OH | 1990-06 | $14,672 |
| 12 | Say Yes To Tennis | 812 Russell Ave, Akron, OH 44307-1163 | OH | 1989-10 | $142,789 |
| 13 | Sbdc Inc | Sbdc Inc 300 E Auburn Ave, Springfield, OH 45505 | OH | 1987-06 | $691,220 |
| 14 | Scaffolding & Shoring Forming Institute | 1300 Sumner Ave, Cleveland, OH 44115-2851 | OH | 1964-01 | $75,105 |
| 15 | Scallan Family Foundation | 4925 Willow Hills Ln, Cincinnati, OH 45243-4221 | OH | 1999-05 | $68,636 |
| 16 | Scan Hunger Pantry | 85 S Rocky River Dr, Berea, OH 44017-2554 | OH | 2008-01 | $25,575 |
| 17 | Scandinavian Society Of Cincinnati Foundation | 1287 Jeremy Ct, Cincinnati, OH 45240 | OH | 1997-04 | $0 |
| 18 | Scarborough Hall Inc | 2430 W 10th St, Cleveland, OH 44113-4431 | OH | 1991-02 | $56,756 |
| 19 | Scarlet Oak Foundation | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 2001-08 | $15,350 |
| 20 | Scattered Tribes Of Yisrael Messianic Fllshp And Study Grp Tr | 507 E Buchtel Ave Apt 3, Akron, OH 44304-1951 | OH | $108 | |
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