Second Abraham & Fannie Levey Foundation Trust 101200367720 in Dayton, 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
| Second Abraham & Fannie Levey Foundation Trust 101200367720 | |
| Employer Identification Number (EIN) | 016007022 |
| Name of Organization | Second Abraham & Fannie Levey Foundation Trust 101200367720 |
| In Care of Name | Key Trust |
| Address | 10 W Second St 26th Fl, Dayton, OH 45402-1791 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1959 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $912,841 |
| Amount of Income | $103,731 |
| Form 990 Revenue Amount | $97,568 |
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 | $63,850 | $63,834 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $27,894 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $16 | |||
| Other | $35,940 | |||
| Total expenses and disbursements | $74,515 | $16,659 | $0 | $57,856 |
| Compensation of officers, directors, trustees, etc. | $20,424 | |||
| Total operating and administrative expenses | $23,015 | $16,659 | $6,356 | |
| Contributions, gifts, grants paid | $51,500 | |||
| Excess of revenue over expenses and disbursements | $-10,665 | |||
| Net investment income | $47,175 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $953,503 | $0 |
| 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 | $953,503 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $953,503 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $35,940 |
| 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 | $472 |
| Total credits and payments | $612 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $612 |
| 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 |
| Tax due | $0 |
| Overpayment | $140 |
| Amount to be credited to 2013 estimated tax | $140 |
| 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? | 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 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | Seaman Family Foundation, Seaman Richard N Ttee | 1000 Venture Blvd, Wooster, OH 44691-9358 | OH | 1994-06 | $676,998 |
| 2 | Seaman Life Squad | Po Box 347, Seaman, OH 45679 | OH | 2005-07 | $37,466 |
| 3 | Seasons Of Life Counseling Inc | 4444 Galloway Road, Sandusky, OH 44870 | OH | 1997-08 | $30,595 |
| 4 | Sebo Family Foundation Inc | 1790 Quaker Ln, Salem, OH 44460-1870 | OH | 2001-10 | $1 |
| 5 | Sebring Athletic Boosters | 225 E Indiana Ave, Sebring, OH 44672 | OH | 1999-02 | $0 |
| 6 | Sebring Fire Department Association Inc | PO BOX 307, Sebring, OH 44672-0307 | OH | 1975-08 | $71,900 |
| 7 | Sebring Interdenominational Holiness Camp Meeting Inc | PO BOX 97, Sebring, OH 44672-0097 | OH | 1973-07 | $57,591 |
| 8 | Sebring Ohio Historical Society | Po Box 127, Sebring, OH 44672 | OH | 1990-10 | $0 |
| 9 | Sebring West Branch Soccer League Inc | PO BOX 51, Sebring, OH 44672-0051 | OH | 1998-09 | $24,445 |
| 10 | Sebring-West Branch Area Community Foundation | PO BOX 176, Sebring, OH 44672-0176 | OH | 1993-10 | $204,170 |
| 11 | Second Abraham & Fannie Levey Foundation Trust 101200367720 | 10 W Second St 26th Fl, Dayton, OH 45402-1791 | OH | 1959-08 | $103,731 |
| 12 | Second Baptist Housing Association Ii Inc | 285 North Gould Rd, Columbus, OH 43209-3828 | OH | 2001-08 | $470,357 |
| 13 | Second Baptist Housing Association Inc | 305 North Gould Road, Columbus, OH 43209-3817 | OH | 1984-09 | $273,591 |
| 14 | Second Chance Animal Rescue | PO BOX 3121, Youngstown, OH 44513-3121 | OH | 2000-03 | $61,514 |
| 15 | Second Chance Humane Society | Po Box 286, Johnstown, OH 43031 | OH | 2002-10 | $0 |
| 16 | Second Glance Thrift | 2239 E 55th St, Cleveland, OH 44103-4451 | OH | 2007-02 | $99 |
| 17 | Second Growth Institute | 18451 Euclid Ave, Cleveland, OH 44112-1016 | OH | 2001-08 | $500 |
| 18 | Second Harvest Community Services Of Nw Ohio Inc | 24 E Woodruff Ave, Toledo, OH 43604-5263 | OH | 2007-02 | $298,002 |
| 19 | Second Harvest Foodbank Of The Mahoning Valley | 2805 Salt Springs Rd, Youngstown, OH 44509-1037 | OH | 1988-07 | $15,438,534 |
| 20 | Second Mental Retardation Corporation | 3827 W 3rd St, Dayton, OH 45417-1842 | OH | 1998-10 | $47,531 |
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