Shelby Foundation in Shelby, 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
| Shelby Foundation | |
| Employer Identification Number (EIN) | 346710288 |
| Name of Organization | Shelby Foundation |
| In Care of Name | Poland Depler & Shepard Lpa |
| Address | 142 N Gamble St Ste F, Shelby, OH 44875-2114 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1986 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $1 |
| Amount of Income | $1 |
| Form 990 Revenue Amount | $1 |
Non-representatives - add comments:
| 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 | $1 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1 | |||
| Total expenses and disbursements | $0 | $0 | $0 | $0 |
| Excess of revenue over expenses and disbursements | $0 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1 | $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 | $1 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| 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 | $1,577 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $1,577 |
| 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 | $1,577 |
| Amount to be credited to 2012 estimated tax | $1,577 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| 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 | Shelby Applefest Inc | 101 S Ohio Ave, Sidney, OH 45365 | OH | 2006-06 | $0 |
| 2 | Shelby County 4-H Foundation Inc | 810 Fair Rd, Sidney, OH 45365-2968 | OH | 1994-06 | $104,279 |
| 3 | Shelby County Casa Gal Program Inc | PO BOX 4187, Sidney, OH 45365-4187 | OH | 2009-04 | $88,192 |
| 4 | Shelby County Counseling Center Inc | 1101 N Vandemark Rd, Sidney, OH 45365-3567 | OH | 2003-06 | $2,101,940 |
| 5 | Shelby County Farm Bureau Inc | PO BOX 310, New Knoxville, OH 45871-0310 | OH | 1931-07 | $84,138 |
| 6 | Shelby County Historical Society | PO BOX 376, Sidney, OH 45365-0376 | OH | 1980-10 | $171,381 |
| 7 | Shelby County Recovery Inc | PO BOX 158, Sidney, OH 45365-0158 | OH | 1997-01 | $93,796 |
| 8 | Shelby County United Way Inc | PO BOX 751, Sidney, OH 45365-0751 | OH | 1970-12 | $1,479,051 |
| 9 | Shelby County Youth Soccer Club Inc | PO BOX 4391, Sidney, OH 45365-4391 | OH | 1997-08 | $136,066 |
| 10 | Shelby Family Y M C A | 111 W Smiley Ave, Shelby, OH 44875-2112 | OH | 1959-06 | $443,593 |
| 11 | Shelby Foundation | 142 N Gamble St Ste F, Shelby, OH 44875-2114 | OH | 1986-03 | $1 |
| 12 | Shelby Little League Inc | Po Box 126, Shelby, OH 44875 | OH | 1970-05 | $0 |
| 13 | Shelby Memorial Hospital Foundation | 199 W Main St, Shelby, OH 44875-1490 | OH | 1996-02 | $11,650 |
| 14 | Shelby Ohio Chamber Of Commerce Inc | 34 E Main St, Shelby, OH 44875-1236 | OH | 1992-03 | $4,011 |
| 15 | Shelby Senior Citizens Center Inc | 154 N Gamble St, Shelby, OH 44875-1023 | OH | 1998-12 | $68,892 |
| 16 | Shelter Care Endowment Fund Inc | 32 South Ave, Tallmadge, OH 44278-2802 | OH | 2000-05 | $417,510 |
| 17 | Shelter Care Inc | 32 South Ave, Tallmadge, OH 44278-2802 | OH | 1977-02 | $2,766,993 |
| 18 | Shelter From Violence Inc | PO BOX 988, Greenville, OH 45331-0988 | OH | 1988-05 | $81,108 |
| 19 | Shelterhouse Volunteer Group | 217 W 12th St, Cincinnati, OH 45202-7501 | OH | 1978-09 | $3,511,797 |
| 20 | Shelton - Reid Inc | 11715 Kemper Woods Dr, Cincinnati, OH 45249-2009 | OH | 2007-12 | $304,768 |
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