Joseph L Barnum Trust Nect C/O Depositors Trust Co Ttee in Brooklyn, 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
| Joseph L Barnum Trust Nect C/O Depositors Trust Co Ttee | |
| Employer Identification Number (EIN) | 016007099 |
| Name of Organization | Joseph L Barnum Trust Nect C/O Depositors Trust Co Ttee |
| In Care of Name | Key Trust Co |
| Address | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 11/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $223,294 |
| Amount of Income | $44,773 |
| Form 990 Revenue Amount | $5,453 |
Non-representatives - add comments:
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 | $5,453 | $5,498 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,498 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $21,039 | $2,656 | $0 | $18,248 |
| Compensation of officers, directors, trustees, etc. | $3,542 | |||
| Total operating and administrative expenses | $4,676 | $2,656 | $1,885 | |
| Contributions, gifts, grants paid | $16,363 | |||
| Excess of revenue over expenses and disbursements | $-15,586 | |||
| Net investment income | $2,842 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $224,662 | $237,983 |
| 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 | $224,662 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $224,662 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-45 |
| 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 | $28 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $28 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $241,378 |
| Net value of noncharitable-use assets | $237,760 |
| Minimum investment return | $11,888 |
| Distributable Amount (for 2012) | |
| Distributable amount | $11,860 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $11,860 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $246 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
National Spiritualist Association Of Churches, Ashley Spiritualist Camp in Ashley, OH
 |
Osteopathic Heritage Foundation in Columbus, OH
 |
|
Razavi Farsi School Inc in Sylvania, OH
|
|
Madison Summer Baseball League Inc in Mansfield, OH
|
|
Learning Tree Homeschool Group in Pickerington, OH
|
|
Keys Of The Kingdom Ministries International Inc in Orange, OH
|
| Faith Of Tomorrow Church in Painesville, OH |
| Greater Cincinnati Gasoline Dealers Association Inc in Cincinnati, OH |
|
East Muskingum Civic Association in Marietta, OH
|
| Helping Hands Kids Group in Cambridge, OH |
| Other organizations in Ohio | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Joseph F Burns Foundation | PO BOX 1558 DEPT EA4E86, Columbus, OH 43216-1558 | OH | 1998-12 | $68,064 |
| 2 | Joseph Family Foundation | 6800 Eastland Rd, Middlebrg Hts, OH 44130-2426 | OH | 2001-08 | $870,660 |
| 3 | Joseph Gorski Tr Uw 11150-00 | 106 S Main St Ste 1600, Akron, OH 44308-1418 | OH | $26,482 | |
| 4 | Joseph H & Ellen B Thomas Foundation Inc | 50 Glenbrooke Chase, Pepper Pike, OH 44124-4840 | OH | 1989-11 | $685,720 |
| 5 | Joseph H Guido For The Tr Fbo Kathleen Guido | 4900 Tiedman Rd Keybank, Brooklyn, OH 44144 | OH | $9,532 | |
| 6 | Joseph Horne Decd Fbo Rebecca Residence | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $626,263 | |
| 7 | Joseph House Inc | 1526 Republic St, Cincinnati, OH 45202-7016 | OH | 1993-12 | $1,423,507 |
| 8 | Joseph J & Florence M Lutsch Scholarship Fund | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1994-08 | $183,849 |
| 9 | Joseph J And Marie P Schedel Foundation | 1200 Edison Plaza 300 Madison Ave, Toledo, OH 43604 | OH | 1964-08 | $896,906 |
| 10 | Joseph J Schott Foundation | 1801 E 9th St Ste 1035, Cleveland, OH 44114-3103 | OH | 1961-12 | $43,267,468 |
| 11 | Joseph L Barnum Trust Nect C/O Depositors Trust Co Ttee | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1991-11 | $44,773 |
| 12 | Joseph L Marcum Scholarship Fund Inc | 9450 Seward Rd, Fairfield, OH 45014-5412 | OH | 1995-07 | $381,633 |
| 13 | Joseph L Wolcott Scholarship Fund | 405 Madison Ave Ste 1470, Toledo, OH 43604-1226 | OH | 1962-04 | $97,780 |
| 14 | Joseph M Budzar Ministries Inc | 17835 Lake Ave, Lakewood, OH 44107-1052 | OH | 1995-01 | $1,036 |
| 15 | Joseph M Scaminace Foundation, Scaminace Joseph M Ttee | 15650 Buckland Trl, Novelty, OH 44072-9609 | OH | 2007-02 | $187,831 |
| 16 | Joseph M Woodward Trust U Item Ii Of Will F B O St Pauls Lutheran Ch | PO BOX 1558, Columbus, OH 43216-1558 | OH | 1984-03 | $87,036 |
| 17 | Joseph O Lane Foundation | 55 N Broad St, Canfield, OH 44406-1137 | OH | 2007-02 | $4,631 |
| 18 | Joseph Rawson Scientific Tr | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1966-12 | $76,975 |
| 19 | Joseph S And Jeannette M Silber Foundation Cuyahoga County Unit | 4900 Tiedeman Rd Oh-01-49-0150, Brooklyn, OH 44144-2338 | OH | $827,631 | |
| 20 | Josephine F Rollman Charitable Remainder Trust | PO BOX 1118, Cincinnati, OH 45201-1118 | OH | 1990-03 | $2,822 |
Organization representatives - add corrected or new information about Joseph L Barnum Trust Nect C/O Depositors Trust Co Ttee »
Non-representatives - add comments about Joseph L Barnum Trust Nect C/O Depositors Trust Co Ttee»