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

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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
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

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

Other organizations performing similar types of work: 


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

Other organizations performing similar types of work: 


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
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
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)
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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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
4Talmage Family FoundationPO BOX 12490, Columbus, OH 43212-0490OH2012-06$16,438,243
5Carl Jacobs FoundationPO BOX 630858, Cincinnati, OH 45263-0858OH2010-08$6,954,913
6Ylk Charitable Fund8000 Walton Pkwy Ste 100, New Albany, OH 43054-7075OH2009-01$6,611,462
7Walter And Olivia Kiebach Foundation8964 Little Mountain Ste 1000, Kirtland Hills, OH 44060-7946OH2008-11$6,080,171
8Marian S Lawry Private FoundationPO BOX 94651, Cleveland, OH 44101-4651OH2011-01$4,941,491
9Harry T Wilks Family Foundation1763 Hamilton Cleves Rd, Hamilton, OH 45013-9601OH2010-10$4,319,781
10Macbea Foundation52 E Gay St, Columbus, OH 43215-3108OH2010-12$3,524,348
11Stanard Family Foundation600 Superior Avenue East, Cleveland, OH 44114-2614OH2006-02$3,510,431
12Senator Maurice And Florence Lipscher Charitable FundPO BOX 94651, Cleveland, OH 44101-4651OH2004-01$3,355,641
13Catino Family Foundation7031 Overton Way, Maineville, OH 45039-8604OH2012-08$3,000,002
14Saul Schottenstein Foundation B441 Vine St Ste 3700, Cincinnati, OH 45202-3009OH2009-06$2,768,301
15William M Neckerman Charitable Foundation42 Mcclurg Rd, Youngstown, OH 44512-6700OH2013-02$2,429,774
16Stephen A Comunale Jr Charitable FoundationPO BOX 13805, Akron, OH 44334-3805OH2006-10$2,102,533
17Dorothy Louise Kyler Foundation IncPO BOX 820, Holland, OH 43528-0820OH2012-06$2,100,000
18A Oren Merkle And Ruth C Merkle Foundation1900 E 9th St, Cleveland, OH 44114-3404OH2013-04$2,042,705
19Camiener Foundation5886 Briarhill Dr, Solon, OH 44139-2345OH2011-12$1,834,487
20The Puskar Family Foundation516 Old Harbor Ct, Dayton, OH 45458-2878OH2005-03$1,650,096
Number of organizations performing similar types of work
District of Columbia106
North Carolina519
North Dakota20
New Hampshire72
New Jersey843
New Mexico87
New York2,482
Rhode Island172
South Carolina161
South Dakota27
West Virginia66
Total20,864 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