Robert G And S Ann Berich Maigetter Educational Tr in Columbus, Ohio (OH)

Table of contents:

Organization representatives - add corrected or new information about Robert G And S Ann Berich Maigetter Educational Tr »

Non-representatives - add comments about Robert G And S Ann Berich Maigetter Educational Tr»

Robert G And S Ann Berich Maigetter Educational Tr
Employer Identification Number (EIN)206894218
Name of OrganizationRobert G And S Ann Berich Maigetter Educational Tr
In Care of NameSky Trust Co Trustee
AddressPO BOX 1558, Columbus, OH 43216-1558
SubsectionCharitable Organization
Ruling Date12/2006
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$500,000 to $999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$751,277
Amount of Income$51,508
Form 990 Revenue Amount$23,475
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


Non-representatives - add comments:


CAPTCHA

Your IP address 54.243.12.156 will be logged.

Amount of income in 2012: $51,508 (it was $23,475 in 2011)
Robert G And S Ann Berich Maigetter Educational Tr: 

 $51,508
Other organizations performing similar types of work: 

 $97,434

Assets in 2012: $751,277 (it was $784,481 in 2011)
Robert G And S Ann Berich Maigetter Educational Tr: 

 $751,277
Other organizations performing similar types of work: 

 $303,611

Financial snapshot ($)

Expenses for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$23,475$25,185$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$25,205
Dividends and interest from securities$0
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$51,542$5,319$0$45,964
Compensation of officers, directors, trustees, etc.$10,428
Total operating and administrative expenses$11,542$5,319$5,964
Contributions, gifts, grants paid$40,000
Excess of revenue over expenses and disbursements$-28,067
Net investment income$19,866
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$784,481$816,922
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$784,481
Investments-other$0
Total liabilities$0
Total liabilities and net assets/fund balances$784,481
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$-1,730
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$199
Total credits and payments$244
2011 estimated tax payments and 2010 overpayment credited to 2011$244
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$45
Amount to be credited to 2012 estimated tax$45
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?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 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$831,488
Net value of noncharitable-use assets$819,020
Minimum investment return$40,951
Distributable Amount (for 2011)
Distributable amount$40,752
Undistributed Income (for 2011)
Distributable amount for 2011$40,752
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The National City Corporation Charitable Foundation IiPO BOX 94651, Cleveland, OH 44101-4651OH1999-05$56,736,518
2The Ariel Foundation101 E Gambier St, Mount Vernon, OH 43050-3509OH2009-07$27,888,352
3The Char And Chuck Fowler Family Foundation5885 Landerbrook C/O Cornerstone, Mayfield Heights, OH 44124OH2003-11$17,643,707
4Carl Jacobs FoundationPO BOX 630858, Cincinnati, OH 45263-0858OH2010-08$6,954,913
5Ylk Charitable Fund8000 Walton Pkwy Ste 100, New Albany, OH 43054-7075OH2009-01$6,611,462
6Marian S Lawry Private FoundationPO BOX 94651, Cleveland, OH 44101-4651OH2011-01$4,941,491
7Harry T Wilks Family Foundation1763 Hamilton Cleves Rd, Hamilton, OH 45013-9601OH2010-10$4,319,781
8Macbea Foundation52 E Gay St, Columbus, OH 43215-3108OH2010-12$3,524,348
9Stanard Family Foundation600 Superior Avenue East, Cleveland, OH 44114-2614OH2006-02$3,510,431
10Senator Maurice And Florence Lipscher Charitable FundPO BOX 94651, Cleveland, OH 44101-4651OH2004-01$3,355,641
11Saul Schottenstein Foundation B441 Vine St Ste 3700, Cincinnati, OH 45202-3009OH2009-06$2,768,301
12Stephen A Comunale Jr Charitable FoundationPO BOX 13805, Akron, OH 44334-3805OH2006-10$2,102,533
13The Puskar Family Foundation516 Old Harbor Ct, Dayton, OH 45458-2878OH2005-03$1,650,096
14Roe Green Foundation1301 E 9th St Ste 1900, Cleveland, OH 44114-1862OH1999-08$1,520,298
15Tetlak Foundation1900 E 9th St Ste 3200, Cleveland, OH 44114-3482OH1999-04$1,419,196
16Russell E And Barbara O Browning Family Foundation IncPO BOX 1118, Cincinnati, OH 45201-1118OH2000-03$1,410,356
17Roy And Jackie Sweeney FamilyPO BOX 1118, Cincinnati, OH 45201-1118OH2004-12$1,373,755
18Samaritan FoundationPO BOX 97, Haviland, OH 45851-0097OH2002-02$1,282,378
19Sterling Family Foundation2000 Beaver Place Ave Sw, Canton, OH 44706-1963OH2003-08$1,250,997
20T W J Walter Hastedt Trust B Sey T U W 103352209PO BOX 94651, Cleveland, OH 44101-4651OH2001-04$1,248,332
21Country Born Foundation3018 Ragged Ridge Rd, Frankfort, OH 45628-9553OH2010-01$1,236,814
22Robert And Jeanne Diesel Foundation7921 Indian Bluff Ln, Cincinnati, OH 45241-3628OH2007-10$1,225,218
23Venner Family Foundation507 Red Rock Dr, Wadsworth, OH 44281-2210OH2010-04$1,006,680
24Swagelok Foundation6262 Cochran Rd, Solon, OH 44139-3308OH2000-08$1,000,000
25William R Hill Private Foundation Inc2345 Crocker Rd Apt 309, Westlake, OH 44145-6799OH2003-12$839,933
26The Ruby L Hughes Memorial Fund4900 Tiedeman Rd Oh 01 49 0150, Brooklyn, OH 44144OH2000-08$792,630
27Romich Foundation105 W Pine St, Wooster, OH 44691-2840OH2008-09$778,487
28Smith Family Foundation, Smith Joseph R Ttee745 Lakengren Cv, Eaton, OH 45320-2515OH1999-06$752,476
29Wesorick Family Foundation5000 Horizons Dr, Columbus, OH 43220-5290OH2009-03$744,293
30Violet L Ansorge Private Foundation Tr 08251999PO BOX 94651, Cleveland, OH 44101-4651OH2009-11$713,078
Number of organizations performing similar types of work
Alaska25
Alabama192
Arkansas70
Arizona288
California2,416
Colorado378
Connecticut382
District of Columbia106
Delaware539
Florida1,396
Georgia456
Hawaii80
Iowa165
Idaho53
Illinois1,024
Indiana284
Kansas148
Kentucky156
Louisiana147
Massachusetts669
Maryland401
Maine82
Michigan596
Minnesota362
Missouri307
Mississippi62
Montana62
North Carolina519
North Dakota20
Nebraska159
New Hampshire72
New Jersey843
New Mexico87
Nevada190
New York2,482
Ohio691
Oklahoma217
Oregon198
Pennsylvania1,160
Rhode Island172
South Carolina161
South Dakota27
Tennessee240
Texas1,146
Utah259
Virginia453
Vermont52
Washington359
Wisconsin355
West Virginia66
Wyoming57
International34
Total20,865

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Robert G And S Ann Berich Maigetter Educational Tr and has no official or unofficial affiliation with Robert G And S Ann Berich Maigetter Educational Tr