Wing-Benjamin Trust Fund 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
| Wing-Benjamin Trust Fund | |
| Employer Identification Number (EIN) | 016007288 |
| Name of Organization | Wing-Benjamin Trust Fund |
| In Care of Name | Keybank National Assoc |
| Address | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 04/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $953,524 |
| Amount of Income | $164,069 |
| Form 990 Revenue Amount | $49,341 |
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 | $49,341 | $49,123 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $41 | |||
| Dividends and interest from securities | $24,192 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $218 | |||
| Other | $24,890 | |||
| Total expenses and disbursements | $54,407 | $8,261 | $0 | $44,495 |
| Compensation of officers, directors, trustees, etc. | $11,015 | |||
| Total operating and administrative expenses | $13,482 | $8,261 | $3,570 | |
| Contributions, gifts, grants paid | $40,925 | |||
| Excess of revenue over expenses and disbursements | $-5,066 | |||
| Net investment income | $40,862 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $851,191 | $914,503 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $851,191 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $851,191 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $24,890 |
| 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 | $409 |
| Total credits and payments | $678 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $678 |
| 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 | $269 |
| Amount to be credited to 2013 estimated tax | $269 |
| 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? | 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | Yes |
| 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 | $912,060 |
| Net value of noncharitable-use assets | $898,380 |
| Minimum investment return | $44,919 |
| Distributable Amount (for 2012) | |
| Distributable amount | $44,510 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $44,510 |
| 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 | Win Win Inc | 4924 Reed Rd Ste C, Columbus, OH 43220-3155 | OH | 1995-02 | $112,095 |
| 2 | Winchester-Wayne Twp Life Squad | Po Box 215, Winchester, OH 45697 | OH | 2006-12 | $34,163 |
| 3 | Windjammers Unlimited Inc | 6613 Cheryl Ann Dr, Independence, OH 44131-3718 | OH | 2006-07 | $42,380 |
| 4 | Windows Of Heaven Foundation | 650 S Prospect Ave Ste 208, Hartville, OH 44632-8945 | OH | 1988-12 | $473,439 |
| 5 | Windsong | Po Box 609534, Cleveland, OH 44109 | OH | 2001-09 | $22,183 |
| 6 | Windsor And Community Seniors Inc | 376 Rosehill Dr, Marysville, OH 43040-1574 | OH | 1984-01 | $60,553 |
| 7 | Windwood Swim & Tennis Club | 6649 N Windwood Dr, West Chester, OH 45069-4329 | OH | 2001-02 | $186,420 |
| 8 | Winegrowers Of Ohio Inc | 37 W Broad Street, Columbus, OH 43215-4132 | OH | 2006-10 | $26,000 |
| 9 | Winesburg Area Development Corp | PO BOX 143, Winesburg, OH 44690-0143 | OH | 1977-03 | $1,965,193 |
| 10 | Winesburg Cemetery Association | PO BOX 72, Winesburg, OH 44690-0072 | OH | 2003-02 | $15,085 |
| 11 | Wing-Benjamin Trust Fund | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1970-12 | $164,069 |
| 12 | Wings Charitable Foundation | 2801 E Main St, Columbus, OH 43209-2520 | OH | 2004-06 | $53,292 |
| 13 | Wings Enrichment Center | 729 S Walnut St, Marysville, OH 43040-1643 | OH | 2000-05 | $112,877 |
| 14 | Wings Over The Rainbow Inc | 626 Maryland Ave, Dayton, OH 45404-1777 | OH | 2007-05 | $12,527 |
| 15 | Wingspan Care Group | 22001 Fairmount Blvd, Shaker Hts, OH 44118-4819 | OH | 2003-11 | $6,712,069 |
| 16 | Winifred Beech Young | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1977-10 | $57,539 |
| 17 | Winifred Sperry Memorial Fund | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | 1975-09 | $1,383 |
| 18 | Winifred Sperry Tr Uw Fbo Julliard School | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | $1,057 | |
| 19 | Winifred Sperry Trust, Malone T W Ttee | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | $741 | |
| 20 | Winifred Sperry Tw Eastman | 4900 Tiedeman Rd, Brooklyn, OH 44144-2338 | OH | $1,036 | |


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