STRATEGY STUDIO / PUBLIC DATA EXPLORER

MLP CHARITABLE TRUST: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MLP CHARITABLE TRUST (EIN 31-1453098)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-07
IRS object ID
201823119349101082
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-07T17:31:05-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203050016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ZEHNDER & SMITH CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15500 FRANTZ RD STE 105AddressLine1Txt
CityDUBLINCityNm
State AbbreviationOHStateAbbreviationCd
ZIP430173545ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311453098EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MLP CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O ZEHNDER & SMITH CPA'S LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMLPCBusinessNameControlTxt
Phone6147935300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 FRANTZ ROAD SUITE 105AddressLine1Txt
CityDUBLINCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELISABETH L ZEHNDERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6147935300PhoneNum
Signature2018-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY L SMITHPreparerPersonNm
PTINP00183847PTIN
Phone6147935300PhoneNum
Preparation2018-11-07PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.79.241.233IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-07IPDt
IP Tm16:31:05IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id439889E34F6E3D61B0A30BC409E297AE4E8124A3AtSubmissionCreationDeviceId
At Submission Filing Device Id439889E34F6E3D61B0A30BC409E297AE4E8124A3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$327,433FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$31InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$25,000DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,000DividendsNetInvstIncmAmt
Total Rev And Expnss$25,031TotalRevAndExpnssAmt
Total Net Invst Incm$25,031TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$600TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,331ExcessRevenueOverExpensesAmt
Net Investment Income$25,031NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$73,734SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$76,565SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$76,565SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,368USGovernmentObligationsBOYAmt
US Government Obligations EOY$868USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$868USGovtObligationsEOYFMVAmt
Mortgage Loans BOY$250,000MortgageLoansBOYAmt
Mortgage Loans EOY$250,000MortgageLoansEOYAmt
Mortgage Loans EOYFMV$250,000MortgageLoansEOYFMVAmt
Total Assets BOY$325,102TotalAssetsBOYAmt
Total Assets EOY$327,433TotalAssetsEOYAmt
Total Assets EOYFMV$327,433TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$205,000CapitalStockBOYAmt
Capital Stock EOY$205,000CapitalStockEOYAmt
Retained Earning BOY$120,102RetainedEarningBOYAmt
Retained Earning EOY$122,433RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$325,102TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$327,433TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$325,102TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$327,433TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$325,102TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,331ExcessRevenueOverExpensesAmt
Subtotal$327,433SubtotalAmt
Tot Net Ast Or Fund Balances EOY$327,433TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,900AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$324,031NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045983DistributionYr1Rt
Adjusted Qlfy Distri Yr2$43,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$329,906NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.132159DistributionYr2Rt
Adjusted Qlfy Distri Yr3$46,436AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$350,724NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.132400DistributionYr3Rt
Adjusted Qlfy Distri Yr4$70,548AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$400,170NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.176295DistributionYr4Rt
Adjusted Qlfy Distri Yr5$69,432AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$441,820NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.157150DistributionYr5Rt
Total Distribution0.643987TotalDistributionRt
Average Distribution0.128797AverageDistributionRt
Net Vl Noncharitable Assets$328,760NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,343AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$250NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,593AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$501InvestmentIncomeExciseTaxAmt
Subtotal$501SubtotalAmt
Tax Based On Investment Income$501TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$868EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$868TotalPaymentsAndCreditsAmt
Overpayment$367OverpaymentAmt
Applied To ES Tax$367AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ZEHNDER & SMITH CPA'S LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6147935300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15500 FRANTZ ROAD SUITE 105AddressLine1Txt
CityDUBLINCityNm
State AbbreviationOHStateAbbreviationCd
ZIP430173545ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELISABETH L ZEHNDERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 FRANTZ ROAD SUITE 105AddressLine1Txt
CityDUBLINCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43017ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$250,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$83,766AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$333,766TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$333,766AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,006CashDeemedCharitableAmt
Net Vl Noncharitable Assets$328,760NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,438MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,438MinimumInvestmentReturnAmt
Tax Based On Investment Income$501TaxBasedOnInvestmentIncomeAmt
Total Tax$501TotalTaxAmt
Distributable Before Adj$15,937DistributableBeforeAdjAmt
Distributable Before Ded$15,937DistributableBeforeDedAmt
Distributable As Adjusted$15,937DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,600ExpensesAndContributionsAmt
Qualifying Distributions$18,600QualifyingDistributionsAmt
Adjusted Qualifying Distri$18,600AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,937DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$47,677ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$51,043ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,328ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$27,605ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$155,653TotalExcessDistributionCyovAmt
Qualifying Distributions$18,600QualifyingDistributionsAmt
Applied To Current Year$15,937AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,663RemainingDistriFromCorpusAmt
Total Corpus$158,316TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$47,677ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$110,639ExcessDistriCyovToNextYrAmt
Excess From Year4$51,043ExcessFromYear4Amt
Excess From Year3$29,328ExcessFromYear3Amt
Excess From Year2$27,605ExcessFromYear2Amt
Excess From Current Year$2,663ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFRICA INLAND MISSION
PO BOX 3611PEACHTREE CITYGA30269NONE501(C)3GENERAL SUPPORT$500
COMMISSION TO EVERY NATION
PO BOX 291307KERRVILLETX78029NONE501(C)3GENERAL SUPPORT$1,000
CRU FOUNDATION
100 LAKE HART DRIVEORLANDOFL32832NONE501(C)3GENERAL SUPPORT$600
DYNAMIC SCHOLARSHIP FUND
7316 VERSAILLES LANECHARLOTTENC28277NONE501(C)3GENERAL SUPPORT$600
INTERVARSITY CHRISTIAN FELLOWSHIP
PO BOX 7895MADISONWI53791NONE501(C)3GENERAL SUPPORT$350
INTO THE FIELD
1161 BETHEL ROADCOLUMBUSOH43220NONE501(C)3GENERAL SUPPORT$300
JONI AND FRIENDS
PO BOX 6088ALBERT LEAMN56007NONE501(C)3GENERAL SUPPORT$300
JOSIAH VENTURE
PO BOX 4317WHEATONIL60189NONE501(C)3GENERAL SUPPORT$600
RIVERSIDE BIBLE CHURCH
5330 OLENTANGY RIVER ROADCOLUMBUSOH43235NONE501(C)3GENERAL SUPPORT$4,500
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONE501(C)3GENERAL SUPPORT$1,000
SONSET SOLUTIONS
2830 17TH STREETELKHARTIN465174252NONE501(C)3GENERAL SUPPORT$1,000
SOVEREIGN GRACE BIBLE CHURCH
1489 COTTONWOOD DRIVELEWIS CENTEROH43035NONE501(C)3GENERAL SUPPORT$3,000
THE NAVIGATORS
PO BOX 6000COLORADO SPRINGSCO80934NONE501(C)3GENERAL SUPPORT$600
THE OAKS ACADEMY
2301 NORTH PARK AVENUEINDIANAPOLISIN46205NONE501(C)3GENERAL SUPPORT$1,000
TREE OF LIFE CHRISTIAN SCHOOLS
935 NORTHRIDGE ROADCOLUMBUSOH43224NONE501(C)CGENERAL SUPPORT$1,000
WYCLIFFE BIBLE TRANSLATORS
PO BOX 628200ORLANDOFL32862NONE501(C)3GENERAL SUPPORT$1,400
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901NONE501(C)3GENERAL SUPPORT$850
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$25,031ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,031TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING SERVICESCategoryTxt
Amt$3,500Amt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$868USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$868USGovtObligationsEOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL EXCISE TAXES$500
STATE FILING FEES$100