Sedgwick Family Charitable Tr 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
| Sedgwick Family Charitable Tr | |
| Employer Identification Number (EIN) | 346958569 |
| Name of Organization | Sedgwick Family Charitable Tr |
| In Care of Name | Society National Bank Ttee |
| 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 | 04/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,464,709 |
| Amount of Income | $56,987 |
| Form 990 Revenue Amount | $72,929 |
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 | $68,338 | $68,338 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $56,747 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $11,591 | |||
| Total expenses and disbursements | $103,464 | $8,689 | $0 | $94,775 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $10,389 | $8,689 | $1,700 | |
| Contributions, gifts, grants paid | $93,075 | |||
| Excess of revenue over expenses and disbursements | $-35,126 | |||
| Net investment income | $59,649 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,523,757 | $2,228,586 |
| 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 | $1,523,757 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,523,757 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $11,591 |
| 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 | $1,193 |
| Total credits and payments | $1,284 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,284 |
| 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 | $91 |
| Amount to be credited to 2013 estimated tax | $91 |
| 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 | $2,237,051 |
| Net value of noncharitable-use assets | $2,203,500 |
| Minimum investment return | $110,175 |
| Distributable Amount (for 2012) | |
| Distributable amount | $108,982 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $108,982 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Second Glance Thrift | 2239 E 55th St, Cleveland, OH 44103-4451 | OH | 2007-02 | $99 |
| 2 | Second Growth Institute | 18451 Euclid Ave, Cleveland, OH 44112-1016 | OH | 2001-08 | $500 |
| 3 | Second Harvest Community Services Of Nw Ohio Inc | 24 E Woodruff Ave, Toledo, OH 43604-5263 | OH | 2007-02 | $298,002 |
| 4 | Second Harvest Foodbank Of The Mahoning Valley | 2805 Salt Springs Rd, Youngstown, OH 44509-1037 | OH | 1988-07 | $15,438,534 |
| 5 | Second Mental Retardation Corporation | 3827 W 3rd St, Dayton, OH 45417-1842 | OH | 1998-10 | $47,531 |
| 6 | Second Mile Hospitality Ministry Inc | 1810 Race St, Cincinnati, OH 45202-7720 | OH | 1992-10 | $39,144 |
| 7 | Second Shelf | 2020 E 3rd St, Dayton, OH 45403 | OH | 1985-08 | $-5,190 |
| 8 | Secrest Arboretum Volunteers Ltd | 1680 Madison Ave, Wooster, OH 44691-4114 | OH | 1995-09 | $44,620 |
| 9 | Secret Smiles Of Dayton Inc | PO BOX 291903, Dayton, OH 45429-0903 | OH | 2004-02 | $101,554 |
| 10 | Secular Student Alliance, Snyder Eric | 1550 Old Henderson Rd Ste W200, Columbus, OH 43220-3659 | OH | 2014-08 | $942,809 |
| 11 | Sedgwick Family Charitable Tr | 4900 Tiedeman Rd Oh-01-49-0150, Brooklyn, OH 44144-2338 | OH | 1993-04 | $56,987 |
| 12 | Second Chance Dalmation Rescue And Sanctuary Inc | 5458 Carroll Northern Rd, Carroll, OH 43112 | OH | 2004-06 | $0 |
| 13 | Run For The Wall | 6006 Gothic Pl, Dayton, OH 45459-2908 | OH | 1999-10 | $309,514 |
| 14 | Rural American Mission Society | Po Box 12, Upper Sandusky, OH 43351 | OH | 1982-03 | $39,533 |
| 15 | Robert J Brown Non-Exempt Charitable Trust Fbo, Christian Home Assn Council Bluffs | 106 S Main St Fl 16, Akron, OH 44308-1412 | OH | 1973-03 | $138,375 |
| 16 | William & Adelaide Lane Music Education Tr 7155 | 106 S Main St-16th Fl, Akron, OH 44308-1417 | OH | 2003-07 | $30,378 |
| 17 | 2e Holding Company | 6059 Triple Crown Dr, Medina, OH 44256-7475 | OH | 1965-04 | $6,840 |
| 18 | Beta Theta Pi Fraternity, 137 Alpha Eta Chapter | 8364 Slayter Un, Granville, OH 43023-1555 | OH | 1967-10 | $20,596 |
| 19 | Buckeye Valley Athletic Boosters Inc | 901 Coover Road, Delaware, OH 43015 | OH | 2010-03 | $50,734 |
| 20 | Columbia Township Firemans Association | 25540 Royalton Rd, Columbia Sta, OH 44028-9441 | OH | 2010-12 | $14,292 |
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