Peninsula Foundation Irrv Tr 021298, Gund Agnes Settlor & Ttee in East Liverpool, 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
| Peninsula Foundation Irrv Tr 021298, Gund Agnes Settlor & Ttee | |
| Employer Identification Number (EIN) | 347070871 |
| Name of Organization | Peninsula Foundation Irrv Tr 021298 |
| Secondary Name | Gund Agnes Settlor & Ttee |
| In Care of Name | Spieth Bell Mccurdy & Newell Co |
| Address | 517 Broadway - Third Floor, East Liverpool, OH 43920-3167 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| 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 | $69,873 |
| Amount of Income | $307 |
| Form 990 Revenue Amount | $3,390 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $3,390 | $390 | $0 | |
| Contributions, gifts, grants, etc., received | $3,000 | |||
| Interest on savings and temporary cash investments | $50 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $340 | |||
| Total expenses and disbursements | $66,103 | $0 | $0 | $66,046 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $31,457 | $0 | $31,400 | |
| Contributions, gifts, grants paid | $34,646 | |||
| Excess of revenue over expenses and disbursements | $-62,713 | |||
| Net investment income | $390 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $7,160 | $7,160 |
| 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 | $7,160 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $7,160 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $340 |
| 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 | $4 |
| Total credits and payments | $7,162 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $7,162 |
| 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 | $7,158 |
| 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? | Yes |
| 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? | 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 | $57,450 |
| Net value of noncharitable-use assets | $56,580 |
| Minimum investment return | $2,829 |
| Distributable Amount (for 2011) | |
| Distributable amount | $2,825 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $2,825 |
| 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 |
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| Other organizations in Ohio | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Pemberville Free Fair Inc | PO BOX 814, Pemberville, OH 43450-0814 | OH | 1990-08 | $159,670 |
| 2 | Pemberville Youth Academy | PO BOX 384, Pemberville, OH 43450-0384 | OH | 1973-02 | $10,377 |
| 3 | Pen-Tung Sah Education And Scientific Research Foundation Inc | 1356 Forest Hills Blvd, Cleveland Hts, OH 44118-1359 | OH | 1999-06 | $30,482 |
| 4 | Pendleton Foundation | 768 E North St, Akron, OH 44305-1164 | OH | 1973-05 | $33,500 |
| 5 | Pendleton Heritage Center | 2760 Riverside Drive, Cincinnati, OH 45202 | OH | 1994-11 | $5,225 |
| 6 | Penguin Club | 1 University Plz, Youngstown, OH 44555-0001 | OH | 1974-07 | $714,615 |
| 7 | Penguin Swim Club Inc, L E Roberts Consulting | 590 E Western Reserve Rd Bldg 10a, Youngstown, OH 44514-3390 | OH | 1999-05 | $92,513 |
| 8 | Peniel Ethiopian Evangelicals Churc | 6191 Taylor Rd, Blacklick, OH 43004-8621 | OH | 2002-03 | $0 |
| 9 | Peninei Daas Publications | 2606 Bishop Rd, Wickliffe, OH 44092-2642 | OH | 2002-07 | $71 |
| 10 | Peninsula Art Academy | 1600 Mill St W, Peninsula, OH 44264-9753 | OH | 2007-05 | $89,563 |
| 11 | Peninsula Foundation Irrv Tr 021298, Gund Agnes Settlor & Ttee | 517 Broadway - Third Floor, East Liverpool, OH 43920-3167 | OH | 1998-06 | $307 |
| 12 | Peninsula Library & Historical Society | PO BOX 236, Peninsula, OH 44264-0236 | OH | 1965-01 | $397,618 |
| 13 | Peninsula Library Foundation | PO BOX 333, Peninsula, OH 44264-0333 | OH | 1994-01 | $140,473 |
| 14 | Peninsula Foundation Inc, Hunker Robert L Ttee | 6138 Riverview Rd Ste F, Peninsula, OH 44264-9651 | OH | 1997-06 | $483,776 |
| 15 | Penn Ohio Locksmiths Association Inc | 7595 Brandt Pike, Huber Heights, OH 45424-2337 | OH | 1980-01 | $7,365 |
| 16 | Penny Pinchers Of Youngstown | 4949 Market St, Youngstown, OH 44512 | OH | 1986-05 | $75,984 |
| 17 | Penton Owners Group | 5818 Detroit Ave, Cleveland, OH 44102 | OH | 2005-08 | $0 |
| 18 | Penuel Ministries International Inc | 1221 Barrington Ct, Lebanon, OH 45036 | OH | 2008-12 | $53,356 |
| 19 | People Building People | 5924 Bonnie Lee Ln, Mason, OH 45040-9735 | OH | 2003-04 | $38,099 |
| 20 | People First Of Ohio | PO BOX 988, Mount Vernon, OH 43050-7988 | OH | 2003-05 | $93,792 |
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