Ohio Casualty Foundation Inc in Fairfield, 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
| Ohio Casualty Foundation Inc | |
| Employer Identification Number (EIN) | 311357883 |
| Name of Organization | Ohio Casualty Foundation Inc |
| In Care of Name | Barry S Porter Treasurer |
| Address | 9450 Seward Rd, Fairfield, OH 45014-5412 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 11/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| 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) (990-PF required) |
| Asset Amount | $4,892,451 |
| Amount of Income | $1,787,334 |
| Form 990 Revenue Amount | $849,961 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets 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 | $849,961 | $99,961 | $0 | |
| Contributions, gifts, grants, etc., received | $750,000 | |||
| Interest on savings and temporary cash investments | $737 | |||
| Dividends and interest from securities | $99,224 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $523,098 | $9,028 | $0 | $500,200 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $23,098 | $9,028 | $200 | |
| Contributions, gifts, grants paid | $500,000 | |||
| Excess of revenue over expenses and disbursements | $326,863 | |||
| Net investment income | $90,933 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,219,314 | $5,375,290 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $3,535,405 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $1,416,904 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $267,005 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $5,219,314 | |
| 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 | $1,819 |
| Total credits and payments | $2,708 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $2,708 |
| 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 | $889 |
| Amount to be credited to 2012 estimated tax | $889 |
| 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? | Yes |
| 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? | 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 | $5,643,028 |
| Net value of noncharitable-use assets | $5,558,380 |
| Minimum investment return | $277,919 |
| Distributable Amount (for 2011) | |
| Distributable amount | $276,100 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $276,100 |
| 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 | $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 | Ohio Business Week Foundation | 1572 W 1st Ave, Columbus, OH 43212-3346 | OH | 1989-01 | $107,241 |
| 2 | Ohio Cable Foundation For Education And Technology | 50 W Broad St Ste 1118, Columbus, OH 43215-5949 | OH | 1993-10 | $40,130 |
| 3 | Ohio Campground Owners Association Inc | 33 N 3rd St Ste 320, Columbus, OH 43215-3540 | OH | 1975-04 | $154,605 |
| 4 | Ohio Campus Compact | 631 N Pearl St, Granville, OH 43023-9791 | OH | 1998-04 | $659,757 |
| 5 | Ohio Cancer Pain Initiative | 2233 N Bank Dr, Columbus, OH 43220-5422 | OH | 1991-01 | $9,028 |
| 6 | Ohio Cancer Research Associates | 50 W Broad St Ste 1132, Columbus, OH 43215-5906 | OH | 1982-08 | $1,460,848 |
| 7 | Ohio Capital Finance Corporation | 88 E Broad St 18th Fl, Columbus, OH 43215-3506 | OH | 2003-08 | $2,020,864 |
| 8 | Ohio Car Wash Association | 2102 Waycross Ave, Akron, OH 44320 | OH | 1984-05 | $16,752 |
| 9 | Ohio Casa Gal Association, Special Advocates For Children | 150 E Mound St, Columbus, OH 43215-5429 | OH | 1993-07 | $1,164,752 |
| 10 | Ohio Cast Metals Association, O C M A | 2969 Scioto Pl, Columbus, OH 43221-4753 | OH | 1991-11 | $132,562 |
| 11 | Ohio Casualty Foundation Inc | 9450 Seward Rd, Fairfield, OH 45014-5412 | OH | 1992-11 | $1,787,334 |
| 12 | Ohio Cattlemens Association | 10600 U S Route 42, Marysville, OH 43040 | OH | 1970-08 | $744,087 |
| 13 | Ohio Cattlemens Foundation | 10600 U S Route 42, Marysville, OH 43040 | OH | 1996-04 | $63,100 |
| 14 | Ohio Cdc Association | 33 N 3rd Street, Columbus, OH 43215-3514 | OH | 1985-04 | $1,214,113 |
| 15 | Ohio Center For Essential School Reform | PO BOX 2515, Lancaster, OH 43130-5515 | OH | 2003-02 | $113,957 |
| 16 | Ohio Chamber Of Commerce Educational Foundation Inc | PO BOX 15159, Columbus, OH 43215-0159 | OH | 1995-07 | $122 |
| 17 | Ohio Chapter Of American College Of Surgeons | PO BOX 1715, Columbus, OH 43216-1715 | OH | 1973-11 | $170,395 |
| 18 | Ohio Chapter Of Ashi Inc | Po Box 3902, Cuyahoga Falls, OH 44223-3902 | OH | 1997-01 | $0 |
| 19 | Ohio Chapter Of The American Society Of Landscape Architects | 212 Loveman Ave, Worthington, OH 43085-3616 | OH | 1988-11 | $80,677 |
| 20 | Ohio Chapter The American Academy Of Orthotists And Prosthetists Inc | PO BOX 3188, Dublin, OH 43016-0088 | OH | 1981-08 | $72,508 |
Organization representatives - add corrected or new information about Ohio Casualty Foundation Inc »
Non-representatives - add comments about Ohio Casualty Foundation Inc»