W B Lockwood 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
| W B Lockwood Fund | |
| Employer Identification Number (EIN) | 346515733 |
| Name of Organization | W B Lockwood Fund |
| In Care of Name | Dollar Savings And Trust Co |
| Address | PO BOX 94651, Cleveland, OH 44101-4651 |
| Activities | School, college, trade school, etc., Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 09/1954 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $48,478 |
| Amount of Income | $1,187 |
| Form 990 Revenue Amount | $856 |
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 | $1,187 | $1,187 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,083 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $104 | |||
| Total expenses and disbursements | $804 | $27 | $0 | $777 |
| Compensation of officers, directors, trustees, etc. | $54 | |||
| Total operating and administrative expenses | $804 | $27 | $777 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $383 | |||
| Net investment income | $1,160 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $48,478 | $56,786 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $30,344 | |
| Investments-corporate bonds | $15,473 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $2,661 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $48,478 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $104 |
| 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 | $23 |
| Total credits and payments | $458 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $458 |
| 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 | $435 |
| Amount to be credited to 2013 estimated tax | $435 |
| 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? | 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 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 | $54,870 |
| Net value of noncharitable-use assets | $54,040 |
| Minimum investment return | $2,702 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,679 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,679 |
| 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 | Volunteers Of America Inc, Mansfield Voa Independent Housing | 8225 Brecksville Road, Cleveland, OH 44141-1389 | OH | 1965-05 | $349,713 |
| 2 | Volunteers Of America Inc, Massillon Voa Independent Housing I | 8225 Brecksville Road, Cleveland, OH 44141-1389 | OH | 1965-05 | $267,085 |
| 3 | Volunteers Of America Inc, Voa-Orv Parkway Towers Inc | 8225 Brecksville Road, Cleveland, OH 44141-1389 | OH | 1965-05 | $631,452 |
| 4 | Volunteers Of America Inc, Youngstown Voa Independent Housing | 8225 Brecksville Road, Cleveland, OH 44141-1389 | OH | 1965-05 | $498,720 |
| 5 | Volunteers-In-Parks Inc | 10245 Winton Rd, Cincinnati, OH 45231-2626 | OH | 1989-02 | $39,648 |
| 6 | Voyager Program Inc | 101 Central Plz S Ste 601, Canton, OH 44702-1444 | OH | 1999-12 | $199,375 |
| 7 | Voyageur Media Group Inc | 1319 Hayward Court, Cincinnati, OH 45208 | OH | 1999-05 | $39,177 |
| 8 | Vron Place Inc | 12222 Mayfield Rd, Chardon, OH 44024 | OH | 2008-08 | $52,021 |
| 9 | Vsa Ohio | 77 S High St Fl 2, Columbus, OH 43215-6108 | OH | 1989-04 | $203,180 |
| 10 | W B & Mary W Snow Tr 5 Scholarship Fund | 106 S Main St Fl 16, Akron, OH 44308-1412 | OH | $56,780 | |
| 11 | W B Lockwood Fund | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1954-09 | $1,187 |
| 12 | W C Cupe Community School | 1500 W 3rd Ave Ste 125, Columbus, OH 43212-2883 | OH | 2001-11 | $1,249,110 |
| 13 | W D Packard Packard Plc Succ Trust 20102160923040, Please Do Not Add To Gen | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | $92,860 | |
| 14 | W E Justice Tr Fbo Grace Baptist Church | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1982-01 | $15,725 |
| 15 | W E Smith Family Charitable Trust Fund | 300 High St, Hamilton, OH 45011-6078 | OH | 1996-07 | $244,345 |
| 16 | W G Bosworth Educational Fund Florida Tw | 4900 Tiedeman Rd Oh 01 49 0150, Brooklyn, OH 44144 | OH | 1969-11 | $769,222 |
| 17 | W H Bradstreet Trust 314 10-10-216-0377360 | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1970-12 | $3,625 |
| 18 | W H S Softball Booster Club Inc | 1844 Windsor Rd Nw, Massillon, OH 44646 | OH | 2007-01 | $0 |
| 19 | W Hunter Vaughan Charitable Foundation | 2720 Sunset Blvd, Steubenville, OH 43952-1155 | OH | 2008-03 | $1 |
| 20 | W M Price Family Foundation Inc | PO BOX 9489, Cincinnati, OH 45209-0489 | OH | 2001-09 | $197,886 |
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