Addie Kaler-Vaill Trust Uw in Toledo, 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
| Addie Kaler-Vaill Trust Uw | |
| Employer Identification Number (EIN) | 016007600 |
| Name of Organization | Addie Kaler-Vaill Trust Uw |
| In Care of Name | Keybank Na Ttee |
| Address | PO BOX 10099, Toledo, OH 43699-0099 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Ruling Date | 12/1970 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,666,865 |
| Amount of Income | $1,348,524 |
| Form 990 Revenue Amount | $434,136 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $43,351 | $58,887 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $58,887 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $371 | |||
| Total expenses and disbursements | $179,497 | $15,374 | $0 | $157,505 |
| Compensation of officers, directors, trustees, etc. | $20,019 | |||
| Total operating and administrative expenses | $29,497 | $15,374 | $7,505 | |
| Contributions, gifts, grants paid | $150,000 | |||
| Excess of revenue over expenses and disbursements | $-136,146 | |||
| Net investment income | $43,513 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,603,494 | $2,822,398 |
| 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 | $2,603,494 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,603,494 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-15,907 |
| 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 | $870 |
| Total credits and payments | $4,180 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,180 |
| 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 | $3,310 |
| Amount to be credited to 2013 estimated tax | $872 |
| 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? | 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 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 | $2,783,978 |
| Net value of noncharitable-use assets | $2,742,220 |
| Minimum investment return | $137,111 |
| Distributable Amount (for 2012) | |
| Distributable amount | $136,241 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $136,241 |
| 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 | 4-H Clubs & Affiliated 4-H Organizations, Clark Co 4-H & Ffa Livestock Sales | PO BOX 2309, Springfield, OH 45501-2309 | OH | 1946-04 | $872,800 |
| 2 | Miami County 4-H Clubs Camp Inc | PO BOX G, Pleasant Hill, OH 45359-0807 | OH | 1999-01 | $154,752 |
| 3 | 4-H Clubs & Affiliated 4-H Organizations | Pobox 625, Marysville, OH 43040 | OH | 1946-04 | $0 |
| 4 | 614 Riders | 1010 Barnett Rd Ste B, Columbus, OH 43227-1112 | OH | 2009-12 | $3,100 |
| 5 | A Special Wish Foundation, Dayton Oh Chapter | 436 Valley St, Dayton, OH 45404-1871 | OH | 1988-03 | $813,356 |
| 6 | Access Audio Inc | 160 Novner Dr, Cincinnati, OH 45215-1334 | OH | 2010-06 | $286,844 |
| 7 | Accessible Arts Inc, Accessible Arts Of Central Ohio Inc | Po Box 21514, Columbus, OH 43221 | OH | 1996-06 | $0 |
| 8 | United Electrical Radio & Machine Workers Of America, 777 Ue Local | 7095 Tent Church Rd Ne, Lancaster, OH 43130-9326 | OH | 1944-11 | $124,745 |
| 9 | Alfred K Ingalls Trust Uw Fbo, St Pauls Episcopal Church | 106 S Main St-16th Fl, Akron, OH 44308-1417 | OH | 1974-10 | $57,308 |
| 10 | Ada Music Boosters Inc | 725 W North Ave, Ada, OH 45810-1176 | OH | 1992-05 | $114,155 |
| 11 | Addie Kaler-Vaill Trust Uw | PO BOX 10099, Toledo, OH 43699-0099 | OH | 1970-12 | $1,348,524 |
| 12 | Adena Mansion And Gardens Society | 847 Adena Rd, Chillicothe, OH 45601-1372 | OH | 2010-03 | $276,018 |
| 13 | Advent Ministries Inc | 27301 Schady Road, Cleveland, OH 44138 | OH | 1980-11 | $107,369 |
| 14 | Advocates For Catholic Education And Organizations | 3271 Citation Ln, North Bend, OH 45052-9795 | OH | 2009-09 | $390,653 |
| 15 | Africa Development Mission | 3565 Bixby Rd, Groveport, OH 43125-9454 | OH | 2009-08 | $394,360 |
| 16 | Africa Health And Hope Inc | C/O Charles Perkins 4870 Warwick, Canfield, OH 44406 | OH | 2010-02 | $69,001 |
| 17 | African American Free Loan Corporation | 3637 Antisdale Ave, Cleveland Hts, OH 44118-2205 | OH | 2002-01 | $1 |
| 18 | Afro-American Research And Development Association | 2408 Cedar Ave Apt 262, Cleveland, OH 44115-2938 | OH | 1996-07 | $1,750 |
| 19 | Agape Partnerships Inc | 306 12th St Nw, Canton, OH 44703-1807 | OH | 2009-08 | $2,758 |
| 20 | Agility Angels Inc | Po Box 352376, Toledo, OH 43635 | OH | 2010-05 | $39,639 |
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