John Micheal Jeffers Memorial Fund in Akron, Ohio (OH)

Organization representatives - add corrected or new information about John Micheal Jeffers Memorial Fund »

Non-representatives - add comments about John Micheal Jeffers Memorial Fund»

John Micheal Jeffers Memorial Fund
Employer Identification Number (EIN)237425043
Name of OrganizationJohn Micheal Jeffers Memorial Fund
In Care of NameCb Wealth Management Na Mc 332021
Address106 S Main St-16th Fl, Akron, OH 44308-1417
ActivitiesNon-exempt charitable trust described in section 4947(a)(1) of the Code
Subsection4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date03/1975
FoundationAll organizations except 501(c)(3)
Exempt Organization StatusTrust described in section 4947(a)(2) of the IR Code
Tax Period04/2014
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$2,232,114
Amount of Income$194,301
Form 990 Revenue Amount$107,406

Non-representatives - add comments:


Your IP address will be logged.

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$125,748$125,748$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$61,279
Gross rents$0
Gross sales price for all assets$133,022
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$165,822$32,870$0$129,727
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$525
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$40,222$32,870$4,127
Contributions, gifts, grants paid$125,600
Excess of revenue over expenses and disbursements$-40,074
Net investment income$92,878
Adjusted net income$0
Balance Sheets
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$2,265,469$2,653,316$2,268,066$2,799,263$2,232,114$2,947,675
Cash - non-interest-bearing$0$0$0
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$1,261,077$1,231,781$1,240,829
Investments-corporate bonds$975,340$984,417$984,417
Investments-mortgage loans$0$0$0
Other assets$0$0
Total liabilities$0$0$0
Total liabilities and net assets/fund balances$2,265,469$2,268,066$2,232,114
Capital Gains and Losses for Tax on Investment Income
Capital gain net income$41,800$86,720$64,469
Net capital loss$0$0$0
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$1,614$2,414$1,858
Total credits and payments$1,608$4,020$4,832
Current year estimated tax payments and previous year's overpayment credited to current year$1,608$4,020$4,832
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$0
Amount to be credited to next year's estimated tax$0$1,606$1,860
Statements Regarding Activities
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$2,607,833$2,617,626$2,885,953
Net value of noncharitable-use assets$2,578,362$2,842,664
Minimum investment return$128,436$128,918$142,133
Distributable Amount
Distributable amount$126,822$126,504$140,275
Undistributed Income
Distributable amount for this year$126,822$126,504$140,275
Undistributed income for this year. This amount must be distributed in the next year$353$12,634$23,182
Private Operating Foundations (for 2011 - 2014)
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
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$61,279$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend John Micheal Jeffers Memorial Fund to others? (optional)
Add photo of John Micheal Jeffers Memorial Fund (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Ohio
IdNameAddressStateEstablishedTotal Income
1Isar Incorporated1371 Marlowe Ave, Lakewood, OH 44107-2629OH1981-02$75,316
2J E Burroughs Trust Fbo, Genesee City Humane Soc Flint106 S Main St-16th Fl, Akron, OH 44308-1417OH1900-12$45,022
3J William Miller And Lorraine M Miller Family Foundation6706 Markwood St, Worthington, OH 43085-2483OH1992-03$1,074,751
4Jack P Sanders And Marguerite E Sanders Memorial Fund106 S Main St Fl 16, Akron, OH 44308-1412OH1989-09$465,159
5Jack W Thompson Charitable Remainder Annuity Tr106 S Main St Fl 16, Akron, OH 44308-1412OH2006-01$51,374
6Jack W Thompson Visiting Professorship106 S Main St Fl 16, Akron, OH 44308-1412OH2006-01$51,608
7James F Jackson Charitable Trust 004555, Jackson James F Jr TteePO BOX 630858, Cincinnati, OH 45263-0858OH2005-10$393,551
8Jennings Memorial Foundation Tr106 S Main St Fl 16, Akron, OH 44308-1412OH1997-09$591,989
9John Bees Jr And Nesbeth E Bees Scholarship Fund106 S Main St Fl 16, Akron, OH 44308-1412OH1998-01$55,718
10John Hugh Williams Irrv Tr Fbo All Sts Ep Church Ctl Umc & GilforPO BOX 630858, Cincinnati, OH 45263-0858OH$1,221,527
11John Micheal Jeffers Memorial Fund106 S Main St-16th Fl, Akron, OH 44308-1417OH1975-03$194,301
12Joseph F Cannon Tr Uw Fbo Observer Fresh Air Camp Inc630858, Cincinnati, OH 45263-0001OH1974-05$3,489,241
13International Vocational Education And Training Association Iveta5050 Pine Creek Drive, Westerville, OH 43081OH2002-02$0
14International Window Cleaning Association1100 Brandywine Blvd Ste H, Zanesville, OH 43701-7303OH1990-06$403,215
15Joubert Syndrome & Related Disorders Foundation1415 West Ave, Cincinnati, OH 45215-2047OH1995-11$105,495
16Japanese Sword Society Of The United States Inc427 W Dussel 128, Maumee, OH 43537-4208OH1995-11$10,811
17International Services Center Of Cleveland815 Superior Ave E Ste 100, Cleveland, OH 44114-2716OH1959-10$1,044,412
18Intl Services Of Hope-Impact With God Crusades Inc-Isoh-Impact, Childrens Worldwide Hunger & Health25182 W River Rd, Perrysburg, OH 43551-9793OH1988-03$7,268,196
19International Soap Box Derby IncPO BOX 7225, Akron, OH 44306-0225OH2000-11$1,676,427
20International Solidarity And Human Rights InstitutePo Box 226, Bloomingdale, OH 43910OH2006-09$0 is not associated with, endorsed by, or sponsored by John Micheal Jeffers Memorial Fund and has no official or unofficial affiliation with John Micheal Jeffers Memorial Fund