Donald L Baum & Theodosia J Baum Charitable Tr 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
| Donald L Baum & Theodosia J Baum Charitable Tr | |
| Employer Identification Number (EIN) | 356476013 |
| Name of Organization | Donald L Baum & Theodosia J Baum Charitable Tr |
| In Care of Name | 1st Natl Bank Of Warsaw |
| Address | PO BOX 94651, Cleveland, OH 44101-4651 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| 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 | $45,085 |
| Amount of Income | $46,209 |
| Form 990 Revenue Amount | $1,268 |
Non-representatives - add comments:
Revenue for 2011
Expenses 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 | $1,268 | $1,268 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $683 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $585 | |||
| Total expenses and disbursements | $3,038 | $474 | $0 | $2,564 |
| Compensation of officers, directors, trustees, etc. | $948 | |||
| Total operating and administrative expenses | $1,648 | $474 | $1,174 | |
| Contributions, gifts, grants paid | $1,390 | |||
| Excess of revenue over expenses and disbursements | $-1,770 | |||
| Net investment income | $794 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $45,085 | $45,085 |
| 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 | $0 | |
| Other | $45,085 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $45,085 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $585 |
| 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 | $8 |
| Total credits and payments | $15 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $15 |
| 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 |
| Overpayment | $7 |
| Amount to be credited to 2012 estimated tax | $7 |
| 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? | 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 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 | $47,851 |
| Net value of noncharitable-use assets | $47,140 |
| Minimum investment return | $2,357 |
| Distributable Amount (for 2011) | |
| Distributable amount | $2,349 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $2,349 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $1,067 |
| 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 | Edward & Marie Abele Memorial Fund | 106 S Main St Fl 16, Akron, OH 44308-1412 | OH | 1977-12 | $40,161 |
| 2 | Edwin R Riethmiller Fellowship Tr Uw | 106 S Main St Fl 16, Akron, OH 44308-1412 | OH | 2008-12 | $203,800 |
| 3 | Eleanor R Simonis Educational Loan Fund | PO BOX 630858, Cincinnati, OH 45263-0858 | OH | 2005-11 | $82,383 |
| 4 | Elizabeth Ring Mather Fund Ta 1437 Nect | 106 S Main St-16th Fl, Akron, OH 44308-1417 | OH | 1974-08 | $93,837 |
| 5 | Ella M & Clarence A Pennell Memorial Fund Nect | 106 S Main St Fl 16, Akron, OH 44308-1412 | OH | 1980-05 | $77,601 |
| 6 | Emil Walter Charitable Foundation Inc | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1989-02 | $45,019 |
| 7 | Emma Stowe Tr 1314a Nect | 106 S Main St-16th Fl, Akron, OH 44308-1417 | OH | 1970-12 | $155,604 |
| 8 | Eta Phi Beta Sorority Inc | 3131 Eastwick Drive, Cleveland Heights, OH 44118 | OH | 1978-02 | $257,360 |
| 9 | Ethel Mcdonald Ellis Trust | 106 S Main St Fl 16, Akron, OH 44308-1412 | OH | $8,679 | |
| 10 | Duncan Stalker Memorial Foundation Inc | 464 Elmwood Rd, Bay Village, OH 44140-2419 | OH | 2002-05 | $3,077 |
| 11 | Donald L Baum & Theodosia J Baum Charitable Tr | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $46,209 | |
| 12 | Donald L Guarnieri Foundation | PO BOX 1558, Columbus, OH 43216-1558 | OH | 1992-03 | $12,500 |
| 13 | Donald L Kaufman Foundation | 2825 Roundhill Rd, Akron, OH 44333-2273 | OH | 1996-01 | $111,340 |
| 14 | Donald L Plusquellic Foundation | 166 S High St Rm 205, Akron, OH 44308-1628 | OH | 1999-11 | $8,000 |
| 15 | Donald L Solomon Fund | 6465 Sylvania Ave, Sylvania, OH 43560-3916 | OH | 2001-03 | $771,565 |
| 16 | Donald R Ford Jr Charitable Foundation | 9501 Bradford Ln Ne, Warren, OH 44484 | OH | 2009-07 | $52 |
| 17 | Donna Jean Irwin Fund | 290 Main St E, Ashville, OH 43103-1518 | OH | 2001-06 | $232 |
| 18 | Donnell Foundation | 337 S Main St, Findlay, OH 45840-3332 | OH | 1971-10 | $4,893,629 |
| 19 | Donovan Pto | 401 Justice Dr, Lebanon, OH 45036-2375 | OH | 2009-03 | $82,839 |
| 20 | Door & Access Systems Manufacturers Association International | 1300 Sumner Ave, Cleveland, OH 44115-2851 | OH | 1997-12 | $947,032 |
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