Elsa Marie Heisel Sule Charitable Tr, Klette V Ruth Et Al Ttee in Ft Mitchell, Kentucky (KY)
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
- Organizations performing similar types of work
| Elsa Marie Heisel Sule Charitable Tr, Klette V Ruth Et Al Ttee | |
| Employer Identification Number (EIN) | 736354796 |
| Name of Organization | Elsa Marie Heisel Sule Charitable Tr |
| Secondary Name | Klette V Ruth Et Al Ttee |
| In Care of Name | V Ruth Klette |
| Address | 250 Grandview Avenue, Ft Mitchell, KY 41017-5667 |
| Subsection | Educational Organization |
| Ruling Date | 07/2004 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| 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 | $204,909 |
| Amount of Income | $11,002 |
| Form 990 Revenue Amount | $11,002 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2011: $11,002 (it was $9,934 in 2010)
| This organization: | $11,002 |
| Other organizations performing similar types of work: | $41,680 |
Assets in 2011: $204,909 (it was $231,348 in 2010)
| Elsa Marie Heisel Sule Charitable Tr, Klette V Ruth Et Al Ttee: | $204,909 |
| Other organizations performing similar types of work: | $65,579 |
Expenses in 2011: $28,331
| Elsa Marie Heisel Sule Charitable Tr, Klette V Ruth Et Al Ttee: | $28,331 |
| Other organizations performing similar types of work: | $24,470 |
Income to expenses ratio in 2011: 0.4
| This organization: | 0.4 |
| Other organizations performing similar types of work: | 0.5 |
Grants share in income in 2011: 0.0%
| Elsa Marie Heisel Sule Charitable Tr, Klette V Ruth Et Al Ttee: | 0.0% |
| Other organizations performing similar types of work: | 9.0% |
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 | $11,002 | $11,002 | $11,002 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,381 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $621 | |||
| Total expenses and disbursements | $28,331 | $14,931 | $14,931 | $13,400 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $14,931 | $14,931 | $0 | |
| Contributions, gifts, grants paid | $13,400 | |||
| Excess of revenue over expenses and disbursements | $-17,329 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $204,909 | $204,774 |
| Cash - non-interest-bearing | $7,923 | |
| Investments-U.S. and state government obligations | $11,696 | |
| Investments-corporate stock | $185,290 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $204,909 | |
| 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 | $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? | 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 | $195,065 |
| Net value of noncharitable-use assets | $192,140 |
| Minimum investment return | $9,607 |
| Distributable Amount (for 2011) | |
| Distributable amount | $9,607 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $9,607 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Us-Central Asia Education Foundation | 124 U St Nw, Washington, DC 20001-1606 | DC | 2007-10 | $4,838,252 |
| 2 | Subsea Tieback Scholarship Fund | 5418 Woodbury St, Fulshear, TX 77441-4139 | TX | 2007-10 | $101,112 |
| 3 | Tom Mcmahon Construction Scholarship Fund | 4441 S Abilene Cir, Aurora, CO 80015-1047 | CO | 2006-11 | $18,033 |
| 4 | United Charity | 6301 Glen Hill Rd, Louisville, KY 40222-6026 | KY | 2011-01 | $3,834,921 |
| 5 | Robert And Mary Tincher Charitable Foundation Inc | 1814 Ashwood Ct, Bowling Green, KY 42103-0919 | KY | 2013-04 | $3,459,141 |
| 6 | Trilogy Scholarship Foundation Inc | 303 N Hurstbourne Pkwy Ste 200, Louisville, KY 40222-5158 | KY | 2009-05 | $898,082 |
| 7 | School Choice Scholarships Inc | 10002 Shelbyville Rd Ste 102, Louisville, KY 40223-2979 | KY | 1998-08 | $783,688 |
| 8 | Cory Foundation Inc | 4020 Sweeney Ln, Louisville, KY 40299-4402 | KY | 2014-07 | $671,431 |
| 9 | Hopkinsville Rotary Charitable Trust Inc | P O Box 199, Hopkinsville, KY 42241 | KY | 2012-05 | $485,710 |
| 10 | Kentucky Health Care Foundation Inc | 9403 Mill Brook Road, Louisville, KY 40223 | KY | 1998-12 | $235,469 |
| 11 | Girls On The Run Lexington Corp | PO BOX 23328, Lexington, KY 40523 | KY | 2009-01 | $193,418 |
| 12 | Jackson Independent School Foundation Inc | 726 Hwy 15 North, Jackson, KY 41339 | KY | 2006-01 | $192,425 |
| 13 | Remke Charitable Foundation Inc | 1299 Cox Ave, Erlanger, KY 41018-1003 | KY | 2009-09 | $180,049 |
| 14 | Screaming Eagle Foundation | 32 Screaming Eagle Blvd, Fort Campbell, KY 42223-5335 | KY | 2012-06 | $167,993 |
| 15 | Wymt-Tv Mountain Basketball Classic | PO BOX 1299, Hazard, KY 41702-1299 | KY | 2000-01 | $147,455 |
| 16 | United States Achievement Academy Scholarship Foundation Inc | 2528 Palumbo Dr, Lexington, KY 40509-1203 | KY | 2004-02 | $147,449 |
| 17 | James And Joe Lamkin Scholarship Fund, James T Lamkin Ttee | 4259 Us Highway 51 N, Clinton, KY 42031-8625 | KY | 2013-02 | $133,634 |
| 18 | Taylor County Fair Association Inc | PO BOX 269, Campbellsvlle, KY 42719-0269 | KY | 2012-11 | $117,768 |
| 19 | Society For Foodservice Management Foundation | 328 E Main St, Louisville, KY 40202-1216 | KY | 2007-02 | $101,369 |
| 20 | Oldham County Community Scholarships Inc | 3109 School House Rd, Goshen, KY 40026-7720 | KY | 2014-08 | $90,639 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 23,481 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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