Richard S Huestis Trust 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
| Richard S Huestis Trust | |
| Employer Identification Number (EIN) | 016076500 |
| Name of Organization | Richard S Huestis Trust |
| In Care of Name | Keybank Na |
| Address | 4900 Tiedeman Rd Oh-01-49-0150, Brooklyn, OH 44144-2338 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| 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) |
| Asset Amount | $2,317,793 |
| Amount of Income | $1,111,686 |
| Form 990 Revenue Amount | $67,483 |
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 | $67,483 | $67,483 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $38,554 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $28,929 | |||
| Total expenses and disbursements | $161,675 | $17,950 | $0 | $140,188 |
| Compensation of officers, directors, trustees, etc. | $23,554 | |||
| Total operating and administrative expenses | $29,675 | $17,950 | $8,188 | |
| Contributions, gifts, grants paid | $132,000 | |||
| Excess of revenue over expenses and disbursements | $-94,192 | |||
| Net investment income | $49,533 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,306,727 | $2,423,724 |
| 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 | $2,306,727 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,306,727 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $28,929 |
| 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 | $495 |
| Total credits and payments | $1,600 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,600 |
| 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 | $1,105 |
| Amount to be credited to 2013 estimated tax | $500 |
| 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? | 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 | $2,439,685 |
| Net value of noncharitable-use assets | $2,403,100 |
| Minimum investment return | $120,155 |
| Distributable Amount (for 2012) | |
| Distributable amount | $119,660 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $119,660 |
| 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 | Richard Enderlin Welfare House Inc | 603 W 5th St, Chillicothe, OH 45601-2106 | OH | 1997-01 | $204,452 |
| 2 | Richard Gordon Wendt Gift Trust, Wendt Barbara K Ttee | 121 44th St, Sandusky, OH 44870-4857 | OH | 2002-07 | $21 |
| 3 | Richard H & Ann Shafer Foundation, Buckingham Doolittle Burroughs Llp | 191 W Nationwide Boulevard, Columbus, OH 43215-2568 | OH | 1958-11 | $2,222,173 |
| 4 | Richard H Sutphin Family Foundation | 1 Grandin Farm Ln, Cincinnati, OH 45208-3314 | OH | 2006-06 | $236,946 |
| 5 | Richard I & Arline J Landers Foundation | 590 Lexington Ave, Mansfield, OH 44907-1505 | OH | 1989-11 | $190,431 |
| 6 | Richard J Fasenmyer Foundation, Schultz Lawrence N Co-Ttee | 7575 Northcliff Ave Ste 203, Brooklyn, OH 44144-3205 | OH | 1990-09 | $4,930,778 |
| 7 | Richard J Fiorini Family Memorial Trust Fund | PO BOX 1558, Columbus, OH 43216-1558 | OH | 1980-06 | $16,717 |
| 8 | Richard Leppla Charitable Foundation | 4517 Renaissance Pkwy, Cleveland, OH 44128-5701 | OH | 2003-01 | $1 |
| 9 | Richard Rex Ponn Tr Fund | 127 W Court St, Urbana, OH 43078-1615 | OH | 1987-10 | $21,120 |
| 10 | Richard S Hoover Charitable Tr 1956 | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1953-06 | $34,358 |
| 11 | Richard S Huestis Trust | 4900 Tiedeman Rd Oh-01-49-0150, Brooklyn, OH 44144-2338 | OH | 1992-03 | $1,111,686 |
| 12 | Richard S Morrison Foundation | PO BOX 94651, Cleveland, OH 44101-4651 | OH | 1988-07 | $72,109 |
| 13 | Richard T And Judith B Watson Foundation | 25201 Chagrin Blvd Ste 370, Beachwood, OH 44122-5637 | OH | 1998-10 | $265,832 |
| 14 | Richard T Gosser Scholarship Program | 1691 Woodlands Dr, Maumee, OH 43537-4018 | OH | 1971-12 | $236,359 |
| 15 | Richard T Naples Sr Educational Foundation Inc | 2665 N Main St, Hubbard, OH 44425-3247 | OH | 1998-01 | $24,625 |
| 16 | Richard Vasak Memorial Trust Fund | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1996-02 | $189,057 |
| 17 | Richards Family Foundation | 8542 Chase Dr, Chagrin Falls, OH 44023-1800 | OH | 2004-02 | $3,271,608 |
| 18 | Richardson-Bretz Memorial Endowment Fund | PO BOX 170, Celina, OH 45822-0170 | OH | 1965-04 | $8,792 |
| 19 | Richcreek Bailey Rehabilitation Services Inc, New Hope Vocational Services | 7600 Tyler Blvd, Mentor, OH 44060-4853 | OH | 1996-04 | $26,434 |
| 20 | Richey Family Foundation | 1 Invacare Way, Elyria, OH 44035-4190 | OH | 1996-10 | $106,247 |
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