WALTER H CHRISTEN CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WALTER H CHRISTEN CHARITABLE TRUST (EIN 34-6757371)
- Tax period
- 2011-05-01 to 2012-04-30
- Filed
- 2012-06-28
- IRS object ID
- 201201809349100800
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-28T10:09:05-05:00 | Timestamp |
| Tax Period End Date | 2012-04-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346757371 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER H CHRISTEN CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | PNC BANK NA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WALT | NameControl |
| Phone | 8006228036 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF ROBERTS | Name |
| Title | ASSISTANT VICE PRESIDENT | Title |
| Phone | 2162574699 | Phone |
| Date Signed | 2012-06-28 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5459890 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 144900 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 144900 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 31740 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 795183 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 31740 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 176640 | TotalRevenueAndExpenses |
| Total Net Investment Income | 176640 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 44889 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 22444 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 22445 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 140 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 140 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1584 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 84 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 261 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 261 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 47574 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 22528 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 23546 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 227220 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 227220 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 274794 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 22528 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 250766 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -98154 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 154112 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 274503 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 73582 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 73582 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 4191561 | InvestmentsOtherBOY |
| Investments Other EOY | 4292149 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5386308 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4466064 | TotalAssetsBOY |
| Total Assets EOY | 4365731 | TotalAssetsEOY |
| Total Assets EOYFMV | 5459890 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4466064 | CapitalStockBOY |
| Capital Stock EOY | 4365731 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 4466064 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4365731 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4466064 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4365731 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4466064 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -98154 | ExcessOfRevenueOverExpenses |
| Other Increases | 12 | OtherIncreases |
| Subtotal | 4367922 | Subtotal |
| Other Decreases | 2191 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4365731 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SALES OF PUBLICALLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 795183 | GrossSalesPrice |
| Cost Or Other Basis | 763443 | CostOrOtherBasis |
| Gain Or Loss | 31740 | GainOrLoss |
| Gains Minus Excess Or Losses | 31740 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 31740 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 343523 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5222098 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.065783 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 138864 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4791697 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.028980 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 139576 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4660740 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.029947 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.124710 | TotalDistributionRatio |
| Average Distribution Ratio | 0.041570 | AverageDistributionRatio |
| Net Noncharitable Assets | 5243955 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 217991 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1541 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 219532 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 250766 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1541 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1541 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1541 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1500 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1500 | TotalCreditsAndPayments |
| Tax Due | 41 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.PNC.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8006228036 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PNC BANK NA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 44889 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5323812 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5323812 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5323812 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 79857 | CashDeemedCharitable |
| Net Noncharitable Assets | 5243955 | NetNoncharitableAssets |
| Minimum Investment Return | 262198 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 262198 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1541 | TaxBasedOnInvestmentIncome |
| Total Tax | 1541 | TotalTax |
| Distributable Amount Before Adj | 260657 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 260657 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 260657 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 250766 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 250766 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1541 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 249225 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 260657 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 103204 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 250766 | QualifyingDistributions |
| Applied To Year1 | 103204 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 147562 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 113095 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ST LUKES HOSPITAL | |||||||
| 5901 MONCLOVA ROAD | MAUMEE | OH | 43537 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $22,722 |
| TOLEDO HOSPITAL | |||||||
| 2142 NORTH COVE BLVD | TOLEDO | OH | 436063895 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $22,722 |
| FLOWER MEMORIAL HOSPITAL FOUNDATION | |||||||
| 5200 HARROUN ROAD | SYLVANIA | OH | 43560 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $22,722 |
| ST ANNE MERCY HOSPITAL | |||||||
| 2200 JEFFERSON AVE | TOLEDO | OH | 43604 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $22,722 |
| AMERICAN RED CROSS | |||||||
| 3100 W CENTRAL AVE | TOLEDO | OH | 43606 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $11,361 |
| ST VINCENT MEDICAL CENTER FOUNDATION | |||||||
| 2213 CHERRY STREET | TOLEDO | OH | 436082697 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $11,361 |
| THE TOLEDO MUSEUM OF ART | |||||||
| P O BOX 1013 | TOLEDO | OH | 43697 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $22,722 |
| TOLEDO PUBLIC LIBRARY | |||||||
| 325 NORTH MICHIGAN | TOLEDO | OH | 43624 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $22,722 |
| TOLEDO COMMUNITY FOUNDATION INC | |||||||
| 608 MADISON SUITE 1540 | TOLEDO | OH | 43604 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $22,722 |
| AMERICAN CANCER SOCIETY INC | |||||||
| 135 CHESTERFIELD LANE | MAUMEE | OH | 435272259 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $11,361 |
| TOLEDO ROTARY CLUB FOUNDATION | |||||||
| ONE STRANAHAN SQUARE | TOLEDO | OH | 436041458 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $11,361 |
| BOYS CLUB OF TOLEDO | |||||||
| 2250 N DETROIT AVE | TOLEDO | OH | 43606 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $11,361 |
| LUTHERAN HOMES SOCIETY | |||||||
| 2021 N MCCORD ROAD | TOLEDO | OH | 43615 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $11,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 227220 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $144,900 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $31,740 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $176,640 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 176640 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FIXED INCOME | AT COST | 1494561 | 1656503 |
| EQUITIES | AT COST | 2672588 | 3610680 |
| OTHER | AT COST | 125000 | 119125 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $140 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 140 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | P/Y CARRY VALUE OID ADJUSTMENT | Description |
| Amount | $2,191 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| COURT FEES | 61 | 0 | 61 |
| STATE FILING FEES | 200 | 0 | 200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTED CURR YR TAXED PRIOR YR | Description |
| Amount | $12 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ESTIMATED TAX PAID | $1,500 | 0 | 0 |
| FOREIGN TAXES PAID | $84 | 84 | 0 |
Comments