Helen B Rostetter Charitable Tr in Cleveland, Ohio (OH)

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Helen B Rostetter Charitable Tr
Employer Identification Number (EIN)766179806
Name of OrganizationHelen B Rostetter Charitable Tr
In Care of NameNational City Bank
AddressPO BOX 94651, Cleveland, OH 44101-4651
SubsectionCharitable Organization
Ruling Date04/2003
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period04/2013
Assets$25,000 to $99,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$54,327
Amount of Income$20,981
Form 990 Revenue Amount$5,653
National Taxonomy of Exempt Entities (NTEE)Diseases, Disorders, Medical Disciplines: Single Organization Support


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Amount of income in 2013: $20,981 (it was $5,653 in 2012)
Helen B Rostetter Charitable Tr: 

 $20,981
Other organizations performing similar types of work: 

 $43,729

Assets in 2013: $54,327 (it was $63,425 in 2012)
Helen B Rostetter Charitable Tr: 

 $54,327
Other organizations performing similar types of work: 

 $12,208

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$5,653$5,653$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$1,968
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$3,685
Total expenses and disbursements$25,147$1,750$0$23,397
Compensation of officers, directors, trustees, etc.$3,500
Total operating and administrative expenses$4,300$1,750$2,550
Contributions, gifts, grants paid$20,847
Excess of revenue over expenses and disbursements$-19,494
Net investment income$3,903
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$63,425$78,281
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$63,050
Other$375
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$63,425
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$3,685
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$39
Total credits and payments$113
2012 estimated tax payments and 2011 overpayment credited to 2012$113
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$74
Amount to be credited to 2013 estimated tax$74
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?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$89,771
Net value of noncharitable-use assets$88,420
Minimum investment return$4,421
Distributable Amount (for 2012)
Distributable amount$4,382
Undistributed Income (for 2012)
Distributable amount for 2012$4,382
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
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
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Midwest Aids Foundation The Engle Fund1119 W Touhy Ave, Park Ridge, IL 60068-3234IL1990-08$43,729
2Health Services Of North Texas Foundation4210 Mesa Dr, Denton, TX 76207-3458TX2004-04$299,747
3Ride For Autism Inc522 Route 9 North No 189, Manalapan, NJ 07726-8241NJ2002-07$97,319
4River Ridge Charity Horse Show Association Inc15503 U S Rte 23, Lucasville, OH 45648OH1973-08$81,403
5Jeran FoundationPO BOX 2168, Lk Arrowhead, CA 92352-2168CA2007-08$76,532
6George Dennis Memorial Golftournament For Alzheimers CorporatiPO BOX 344, Saratoga Spgs, NY 12866-0344NY2007-11$54,109
7Pikes Peak Area Zonta FoundationPO BOX 7924, Colorado Spgs, CO 80933-7924CO2009-02$39,913
8Helen B Rostetter Charitable TrPO BOX 94651, Cleveland, OH 44101-4651OH2003-04$20,981
9Bel-Air Benefit Foundation11106 Lancaster St, Westchester, IL 60154-4914IL2007-08$9,815
10Gerad Meteyer Foundation3200 Greentree Dr, Gaylord, MI 49735MI2009-02$0
Number of organizations performing similar types of work
California2
Colorado1
Delaware1
Florida4
Georgia1
Illinois3
Massachusetts1
Maryland1
Michigan1
Minnesota1
New Jersey2
New York3
Ohio2
Texas4
Total27

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