Vera A Lamey Memorial Scholarship Trust P11402008 in Cleveland, 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
| Vera A Lamey Memorial Scholarship Trust P11402008 | |
| Employer Identification Number (EIN) | 256534797 |
| Name of Organization | Vera A Lamey Memorial Scholarship Trust P11402008 |
| In Care of Name | National City Bank Pennsylvania |
| Address | PO BOX 94651, Cleveland, OH 44101-4651 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $234,562 |
| Amount of Income | $73,700 |
| Form 990 Revenue Amount | $16,142 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $16,142 | $16,142 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,697 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $15 | |||
| Other | $9,430 | |||
| Total expenses and disbursements | $19,375 | $2,247 | $0 | $16,446 |
| Compensation of officers, directors, trustees, etc. | $4,369 | |||
| Total operating and administrative expenses | $9,825 | $2,247 | $6,896 | |
| Contributions, gifts, grants paid | $9,550 | |||
| Excess of revenue over expenses and disbursements | $-3,233 | |||
| Net investment income | $13,895 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $234,562 | $254,801 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $81,026 | |
| Investments-corporate bonds | $149,687 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $3,849 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $234,562 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $9,430 |
| Net capital loss | $0 |
| 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 | $139 |
| Total credits and payments | $400 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $400 |
| 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 | $261 |
| Amount to be credited to 2012 estimated tax | $261 |
| 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? | Yes |
| 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 | $265,842 |
| Net value of noncharitable-use assets | $261,860 |
| Minimum investment return | $13,093 |
| Distributable Amount (for 2011) | |
| Distributable amount | $12,954 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $12,954 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Van Wert Chamber Of Commerce | 118 N Washington St, Van Wert, OH 45891-1706 | OH | 1945-05 | $138,142 |
| 2 | Van Wert County Council On Aging | 220 Fox Rd, Van Wert, OH 45891-2452 | OH | 1975-10 | $425,714 |
| 3 | Van Wert County Historical Society Inc | Po Box 621, Van Wert, OH 45891 | OH | 2000-04 | $0 |
| 4 | Van Wert Housing Services Inc | 525 Augustine Dr, Van Wert, OH 45891-1370 | OH | 1994-02 | $165,337 |
| 5 | Vandalia Butler Pee Wee Youth | PO BOX 512, Vandalia, OH 45377-0512 | OH | 2002-09 | $133,900 |
| 6 | Vascular Foundation | P O Box 37959, Cincinnati, OH 45222 | OH | 2004-02 | $2,658 |
| 7 | Vaud-Villities Foundation | Ro Box 696, Columbus, OH 43216 | OH | 1985-04 | $110,108 |
| 8 | Vaughnsville Community Association Inc | Po Box 11, Vaughnsville, OH 45893-0011 | OH | 1991-09 | $38,266 |
| 9 | Veale Foundation | 30195 Chagrin Blvd Ste 310, Pepper Pike, OH 44124-5763 | OH | 1965-11 | $74,144,775 |
| 10 | Venice Cemetery Assn | PO BOX 25, Ross, OH 45061-0025 | OH | 1964-02 | $170,660 |
| 11 | Vera A Lamey Memorial Scholarship Trust P11402008 | PO BOX 94651, Cleveland, OH 44101-4651 | OH | $73,700 | |
| 12 | Vermilion Hot Stove League | 6413 Barnes Rd N, Vermilion, OH 44089 | OH | 2002-07 | $0 |
| 13 | Vermilion Sail Education Foundation Inc | 5416 Liberty Ave, Vermilion, OH 44089-1334 | OH | 2003-02 | $53,092 |
| 14 | Vernon L Atkins Tr | 4900 Tiedeman Rd Oh 01 49 0150, Brooklyn, OH 44144 | OH | $231,283 | |
| 15 | Versailles Heritage Park Fund | PO BOX 108, Versailles, OH 45380-0108 | OH | 1986-06 | $69,739 |
| 16 | Veterans Of Foreign Wars Of Ohio Charities | PO BOX 15129, Columbus, OH 43215-0129 | OH | 2003-03 | $4,917,724 |
| 17 | Veterans Of Foreign Wars Of The Uni Ted States Department Of Ohio, 8211 Elliot-Mote Memorial Post | 7874 State Route 48, Englewood, OH 45322-9611 | OH | 1968-06 | $107,756 |
| 18 | Veterans Of Foreign Wars Of The United States Department Of Ohio, 1031 Vfw | 1237 E Main St, Springfield, OH 45503-4424 | OH | 1940-12 | $1,008,729 |
| 19 | Veterans Of Foreign Wars Of The United States Department Of Ohio, Veterans Of Foeeigion Wars Post 1036 Vfw Post1036 | 1036 E State St, Alliance, OH 44601 | OH | 1968-06 | $31,730 |
| 20 | Veterans Of Foreign Wars Of The United States Department Of Ohio, 1055 Vfw | 6000 New Milford Rd, Ravenna, OH 44266-3819 | OH | 1987-01 | $141,461 |
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