Isabel Freer Memorial Scholarship Trust in Marion, 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
| Isabel Freer Memorial Scholarship Trust | |
| Employer Identification Number (EIN) | 346866821 |
| Name of Organization | Isabel Freer Memorial Scholarship Trust |
| Address | 146 E Center St, Marion, OH 43302-3802 |
| Activities | Scholarships (other), Other student aid |
| Subsection | Educational Organization |
| Ruling Date | 10/1988 |
| 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 | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $89,916 |
| Amount of Income | $1,541 |
| Form 990 Revenue Amount | $1,541 |
Non-representatives - add comments:
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 | $1,541 | $1,541 | $1,541 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1,541 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $7,919 | $0 | $0 | $7,873 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,919 | $0 | $1,873 | |
| Contributions, gifts, grants paid | $6,000 | |||
| Excess of revenue over expenses and disbursements | $-6,378 | |||
| Net investment income | $1,541 | |||
| Adjusted net income | $1,541 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $89,916 | $90,080 |
| 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 | $89,916 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $89,916 | |
| 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 | $15 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $15 |
| 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? | Yes |
| 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? | Yes |
| 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 | $93,701 |
| Net value of noncharitable-use assets | $92,300 |
| Minimum investment return | $4,615 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| 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 | $1,541 | $2,287 | $3,313 | $4,481 | $11,622 |
| Qualifying distributions made directly for active conduct of exempt activities | $7,873 | $2,815 | $9,986 | $3,269 | $23,943 |
| 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 | $3,077 | $3,201 | $3,322 | $3,392 | $12,992 |
| 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 | Ironworkers Joint Apprenticeship Trust Fund 550 | 618 High Ave Nw, Canton, OH 44703-2500 | OH | 1972-01 | $454,403 |
| 2 | Ironworkers L 207 Voluntary Employee Benefit Assoc Plsn | 33 Fitch Blvd, Youngstown, OH 44515-2202 | OH | 2001-03 | $670,566 |
| 3 | Ironworkers Shopmens Local 468 Insurance Trust Fund | 1564 E 23rd St, Cleveland, OH 44114-4206 | OH | 1958-02 | $1,093,970 |
| 4 | Irving And Gloria Fine Foundation | 38500 Chagrin Blvd, Chagrin Falls, OH 44022-1200 | OH | 1995-01 | $416,494 |
| 5 | Irving Andy Pike Scholarship Fund Inc | 41 W Broad St, Newton Falls, OH 44444-1643 | OH | 2001-11 | $1,359 |
| 6 | Irving I Stone Support Foundation | 25701 Science Park Dr, Beachwood, OH 44122-7302 | OH | 1985-08 | $452,745 |
| 7 | Irving J & Ruth B Olson Foundation 20-10-203-0171600 | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1992-02 | $8,488 |
| 8 | Ohioans For Housing Justice | 175 S Third Street Suite 250, Columbus, OH 43215 | OH | 2009-02 | $0 |
| 9 | Isa-The Instrumentation Systems And Automation Society, International Society Of Automation Cleveland Section | 325 Nancy Circle, Brunswick, OH 44212 | OH | 1982-09 | $11,146 |
| 10 | Isabel F Van Horn Tr 6568031900 | PO BOX 3500, Newark, OH 43058-3500 | OH | 1993-10 | $154,212 |
| 11 | Isabel Freer Memorial Scholarship Trust | 146 E Center St, Marion, OH 43302-3802 | OH | 1988-10 | $1,541 |
| 12 | Isabel J Day Irrevocable Fbo Lakeside High School Library | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 2002-10 | $143,018 |
| 13 | Isabelle Ridgway Care Center Inc | 1520 Hawthorne Ave, Columbus, OH 43203-1762 | OH | 1942-12 | $6,371,127 |
| 14 | Isadore Binzer Fund, Key Bank National Association Ttee | 10 W Second St 26th Fl, Dayton, OH 45402-1791 | OH | 2002-10 | $3,084,415 |
| 15 | Isaiahs Place Inc | 1100 Wayne Ave, Troy, OH 45373-3048 | OH | 2004-07 | $2,720,785 |
| 16 | Isenstadt Legacy House Inc | 3659 S Green Rd, Beachwood, OH 44122-5727 | OH | 2002-10 | $57,430 |
| 17 | Ishmael And Isaac | 25700 Science Park Dr Ste 365, Beachwood, OH 44122-7312 | OH | 2003-12 | $18 |
| 18 | Islamic Academy Of Youngstown Corp | 1370 Homewood Ave, Youngstown, OH 44502 | OH | 2008-01 | $110,250 |
| 19 | Islamic Educational Council | 8092 Plantation Dr, West Chester, OH 45069-2299 | OH | 1994-05 | $463,283 |
| 20 | Islamic Foundation Of Central Ohio | PO BOX 1055, Columbus, OH 43216-1055 | OH | 1971-02 | $146,637 |
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