Walter E Kloth Charitable Trust For Communication Disorders in Cincinnati, 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
| Walter E Kloth Charitable Trust For Communication Disorders | |
| Employer Identification Number (EIN) | 316206635 |
| Name of Organization | Walter E Kloth Charitable Trust For Communication Disorders |
| In Care of Name | Us Bank Na Ml Cn-Oh-W10x |
| Address | PO BOX 1118, Cincinnati, OH 45201-1118 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1980 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $54,555 |
| Amount of Income | $21,460 |
| Form 990 Revenue Amount | $2,828 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets 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 | $2,828 | $2,828 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,458 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,370 | |||
| Total expenses and disbursements | $3,903 | $3,067 | $0 | $832 |
| Compensation of officers, directors, trustees, etc. | $1,598 | |||
| Total operating and administrative expenses | $3,281 | $3,067 | $210 | |
| Contributions, gifts, grants paid | $622 | |||
| Excess of revenue over expenses and disbursements | $-1,075 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $54,555 | $57,550 |
| Cash - non-interest-bearing | $191 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $50,768 | |
| Other | $3,596 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $54,555 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $1,370 |
| 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 | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $61,676 |
| Net value of noncharitable-use assets | $60,760 |
| Minimum investment return | $3,038 |
| Distributable Amount (for 2011) | |
| Distributable amount | $3,038 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $3,038 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $3,038 |
| 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 | Walnut Hills Retirement Communities Inc | PO BOX 129, Walnut Creek, OH 44687-0129 | OH | 1980-03 | $12,939,567 |
| 2 | Walnut Parent-Teacher Organization | 7150 Ashville Fairfield Rd, Ashville, OH 43103 | OH | 2002-01 | $12,193 |
| 3 | Walsh College Alumni Association Inc | 2020 E Maple St, North Canton, OH 44720-3336 | OH | 1965-08 | $71,120 |
| 4 | Walsh Family Foundation | 201 Bayshore Ave Unit 3, Columbiana, OH 44408-9354 | OH | 1983-10 | $1,983 |
| 5 | Walsh Jesuit High School Endowment Fund | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1989-06 | $742,960 |
| 6 | Walter & Marian English Foundation | 1234 E Broad St, Columbus, OH 43205-1405 | OH | 1997-01 | $10,540,315 |
| 7 | Walter A Pfeifer Foundation Trust | PO BOX 1558 DEPT EA4E86, Columbus, OH 43216-1558 | OH | 1964-08 | $9,885 |
| 8 | Walter B And Grace A Snyder Toledo University Fund | Keybank 10 W Second St 26th Fl, Dayton, OH 45402 | OH | 1994-07 | $119,927 |
| 9 | Walter B Palmer Foundation Inc | 2 S Campus Ave, Oxford, OH 45056-1872 | OH | 1996-09 | $725,743 |
| 10 | Walter E & Caroline H Watson Foundation | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1965-06 | $3,151,685 |
| 11 | Walter E Kloth Charitable Trust For Communication Disorders | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1980-02 | $21,460 |
| 12 | Walter E Stebbins Athelic Booster Club-Abc | 1900 Harshman Rd, Riverside, OH 45424-5022 | OH | 1995-11 | $51,385 |
| 13 | Walter E Stebbins High School Boosters Club Executive Board | 1900 Harshman Road, Dayton, OH 45424 | OH | 1993-11 | $0 |
| 14 | Walter E Stebbins Memorial Scholarship | 1900 Harshman Rd, Dayton, OH 45424-5022 | OH | 1964-03 | $255 |
| 15 | Walter F Brown For Charities | PO BOX 10099, Toledo, OH 43699-0099 | OH | 1992-05 | $384,623 |
| 16 | Walter Family Foundation | 1234 E Broad St, Columbus, OH 43205-1405 | OH | 1997-04 | $35,238,644 |
| 17 | Walter G And Ella M Peak Scholarship Fund | 106 S Main St Ste 1600, Akron, OH 44308-1418 | OH | 1994-01 | $31,270 |
| 18 | Walter H & Peg Meyer Foundation Inc | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 2004-06 | $174,034 |
| 19 | Walter H Christen Charitable Trust | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1979-10 | $824,019 |
| 20 | Walter Havighurst Complex Tr Fbo Miami Univ 322640 050694 | 300 High St Wrg, Hamilton, OH 45011-6045 | OH | 2009-08 | $5,579,273 |
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