Bonnie Schatz-Allchin Charitablefoundation in Conneaut, Ohio (OH)

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Bonnie Schatz-Allchin Charitablefoundation
Employer Identification Number (EIN)205898952
Name of OrganizationBonnie Schatz-Allchin Charitablefoundation
In Care of NameBonnie M Allchin President
Address6567 Bushnell Rd, Conneaut, OH 44030-9780
SubsectionEducational Organization
Ruling Date06/2006
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$100,000 to $499,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$105,417
Amount of Income$21,949
Form 990 Revenue Amount$13,470
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards

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Amount of income in 2012: $21,949 (it was $13,470 in 2011)
Bonnie Schatz-Allchin Charitablefoundation: 

Other organizations performing similar types of work: 


Assets in 2012: $105,417 (it was $120,389 in 2011)
Bonnie Schatz-Allchin Charitablefoundation: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$13,470$2,270$2,270
Contributions, gifts, grants, etc., received$11,200
Interest on savings and temporary cash investments$0
Dividends and interest from securities$2,270
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$9,940$940$0$9,000
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$940$940$0
Contributions, gifts, grants paid$9,000
Excess of revenue over expenses and disbursements$3,530
Net investment income$1,330
Adjusted net income$2,270
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$120,389$117,483
Cash - non-interest-bearing$1,405
Investments-U.S. and state government obligations$0
Investments-corporate stock$113,809
Investments-corporate bonds$0
Investments-mortgage loans$0
Total liabilities$1
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$120,389
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
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$27
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$27
Amount to be credited to 2012 estimated tax$0
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?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 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?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$124,324
Net value of noncharitable-use assets$122,460
Minimum investment return$6,123
Distributable Amount (for 2011)
Distributable amount$6,096
Undistributed Income (for 2011)
Distributable amount for 2011$6,096
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
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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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Health Scholarships IncPO BOX 1337, Hawkinsville, GA 31036-7337GA1999-04$157,402,420
2Montana Higher Education Student Assistance Corporation2500 E Broadway St, Helena, MT 59601-4901MT1983-03$119,407,568
3Educational Services Of America Inc104 N Seven Oaks Dr, Knoxville, TN 37922-2359TN1996-06$72,052,479
4Usa Funds Education Endowment Inc10475 Crosspoint Blvd Ste 230, Indianapolis, IN 46256-3387IN2005-07$41,529,411
5Greater Texas Foundation6100 Foundation Place Dr, Bryan, TX 77807-1105TX1980-05$39,027,572
6Foundation For Educational FundingPO BOX 82552, Lincoln, NE 68501-2552NE2002-08$36,471,952
7American Association Of University Women Inc9490 N Ridgewood Road, Pocatello, ID 83201ID2010-03$28,150,155
8Knowledgefunding Ohio Inc1 W 4th St Ste 250, Cincinnati, OH 45202-3634OH2005-04$8,675,977
9Opus Financial Inc6000 Rockside Woods Blvd N, Independence, OH 44131-2330OH2003-08$2,062,518
10Reda A And Theckla V Steinhauser Scholarship TrustPO BOX 94651, Cleveland, OH 44101-4651OH2004-12$51,043
11Cardinal Health Foundation7000 Cardinal Pl, Dublin, OH 43017-1091OH2001-02$31,294,897
12Lola G Duff & William Duff Ii Scholarship FundPO BOX 94651, Cleveland, OH 44101-4651OH2004-11$24,262,071
13Robert Wingett Charitable TrustPO BOX 289, Pomeroy, OH 45769-0289OH2007-10$1,896,422
14Central Ohio Association For Childrens Higher EducationPO BOX 1693, Sdringfield, OH 45501-1693OH1995-06$1,782,370
15Nora E Wonning Scholarship FundPO BOX 94651, Cleveland, OH 44101-4651OH2009-02$1,418,047
16Grad Cincinnati Inc301 Oak St, Cincinnati, OH 45219-2508OH2002-02$1,006,922
17Marion D Herriott Charitable Scholarship And Education Tr154 W Main St, St Clairsvle, OH 43950-1225OH2007-07$913,341
18Northwest Ohio Scholarship Fund Inc5800 Monroe St Bldg F, Sylvania, OH 43560-2263OH1999-06$880,689
19Parents Advancing Choice In Education Inc40 S Perry St Ste 120, Dayton, OH 45402-1439OH2002-05$875,773
20Jean Chase Memorial Fund Inc1610 Mentor Ave, Painesville, OH 44077-1744OH1994-02$747,212
Number of organizations performing similar types of work
District of Columbia190
North Carolina548
North Dakota21
New Hampshire123
New Jersey1,012
New Mexico109
New York1,422
Rhode Island122
South Carolina208
South Dakota48
West Virginia96
Total20,909 is not associated with, endorsed by, or sponsored by Bonnie Schatz-Allchin Charitablefoundation and has no official or unofficial affiliation with Bonnie Schatz-Allchin Charitablefoundation