N Kathleen Brewer & Ernestine E Mckay Scholarship Fund in Dayton, 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
| N Kathleen Brewer & Ernestine E Mckay Scholarship Fund | |
| Employer Identification Number (EIN) | 016135476 |
| Name of Organization | N Kathleen Brewer & Ernestine E Mckay Scholarship Fund |
| In Care of Name | Key Trust Company Of Maine Fid |
| Address | 10 W Second St 26th Fl, Dayton, OH 45402-1791 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 02/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $357,591 |
| Amount of Income | $102,304 |
| Form 990 Revenue Amount | $19,580 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Education (Not Elsewhere Classified) |
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 | $13,980 | $13,980 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,440 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $6,540 | |||
| Total expenses and disbursements | $21,543 | $3,124 | $0 | $18,420 |
| Compensation of officers, directors, trustees, etc. | $3,678 | |||
| Total operating and administrative expenses | $4,543 | $3,124 | $1,420 | |
| Contributions, gifts, grants paid | $17,000 | |||
| Excess of revenue over expenses and disbursements | $-7,563 | |||
| Net investment income | $10,856 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $341,845 | $360,547 |
| 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 | $341,845 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $341,845 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,540 |
| Net capital loss | $0 |
| 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 | $217 |
| Total credits and payments | $312 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $312 |
| 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 | $95 |
| Amount to be credited to 2013 estimated tax | $95 |
| 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? | 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | Yes |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | N & P Bruns Foundation | 1 East Fourth Streetste 1200, Cincinnati, OH 45202 | OH | 1999-12 | $264,302 |
| 2 | N & S Bruns Foundation | 105 E Fourth Street, Cincinnati, OH 45202-4009 | OH | 2000-03 | $451,473 |
| 3 | N A U S Charity Fund Inc | 2811 Fisher Rd, Columbus, OH 43204-3539 | OH | 2004-06 | $18,475 |
| 4 | N B C - U S A Housing Inc Three | 383 Washington St, Newark, OH 43055-6590 | OH | 1987-09 | $12,907 |
| 5 | N C R Of Castleton Housing Development Fund Company Inc | 2335 N Bank Dr, Columbus, OH 43220-5423 | OH | 1982-05 | $397,206 |
| 6 | N C R Of Lyons Housing Development Fund Co Inc | 2335 N Bank Dr, Columbus, OH 43220-5423 | OH | 1982-05 | $398,233 |
| 7 | N C S Sports Inc | PO BOX 20174, Columbus, OH 43220-0174 | OH | 1997-01 | $91,774 |
| 8 | N Central Ohio Council Of Employers Of Bricklayers-Allied Craftworkers | 1432 County Road 1575, Ashland, OH 44805 | OH | 2005-11 | $0 |
| 9 | N E O R Q C Inc | 1053 Parsons Rd, Grafton, OH 44044-1329 | OH | 2002-11 | $38,979 |
| 10 | N H S Alumni Inc | PO BOX 472, Nelsonville, OH 45764-0472 | OH | 1993-11 | $51,828 |
| 11 | N Kathleen Brewer & Ernestine E Mckay Scholarship Fund | 10 W Second St 26th Fl, Dayton, OH 45402-1791 | OH | 1996-02 | $102,304 |
| 12 | N M A Educational Foundation Inc | 2210 Arbor Blvd, Dayton, OH 45439-1506 | OH | 1983-01 | $118,278 |
| 13 | N P Ketcham For Charities 20-102110280940 | PO BOX 10099, Toledo, OH 43699-0099 | OH | 1991-09 | $538,474 |
| 14 | Na Amat Usa Cleveland Council | 14055 Cedar Rd, S Euclid, OH 44118-3337 | OH | 2003-09 | $110,340 |
| 15 | Nabama Foundation | PO BOX 54233, Cincinnati, OH 45254-0233 | OH | 1957-04 | $83,956 |
| 16 | Nacm-Ohio | 41 White Allen Ave, Dayton, OH 45405-4930 | OH | 1945-05 | $178,271 |
| 17 | Nacy And Rosemary Panzica Foundation | 313 Burwick Rd, Highland Hgts, OH 44143-3819 | OH | 1996-11 | $301,380 |
| 18 | Naepc Education Foundation | 1120 Chester Ave Ste 470, Cleveland, OH 44114-3521 | OH | 2007-04 | $343,576 |
| 19 | Nafpactiake Fraternity Of Cleveland | 7890 Brookside Dr, Olmsted Falls, OH 44138-1653 | OH | 2005-04 | $29,245 |
| 20 | Naifa Cincinnati | 3629 Church Street, Cincinnati, OH 45244 | OH | 1973-01 | $0 |
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