STRATEGY STUDIO / PUBLIC DATA EXPLORER

MLP CHARITABLE TRUST: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MLP CHARITABLE TRUST (EIN 31-1453098)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-14
IRS object ID
201312269349100531
Schema version
2012v2.1
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)
Timestamp2013-08-14T12:48:18-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ZEHNDER & SMITH CPAS LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15500 FRANTZ RD STE 105AddressLine1
CityDUBLINCity
StateOHState
ZIP Code430173545ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN311453098EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MLP CHARITABLE TRUSTBusinessNameLine1
Business Name Line2C/O ZEHNDER & SMITH CPA'S LLCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlMLPCNameControl
Phone6147935300Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 FRANTZ ROAD SUITE 105AddressLine1
CityDUBLINCity
StateOHState
ZIP Code430173545ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameELISABETH L ZEHNDERName
TitleTRUSTEETitle
Phone6147935300Phone
Date Signed2013-08-14DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameTIMOTHY L SMITHName
Phone6147935300Phone
Date Prepared2013-08-14DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY420037FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss837InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm837InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss15985DividendsRevAndExpnss
Dividends Net Invst Incm15985DividendsNetInvstIncm
Total Revenue And Expenses16822TotalRevenueAndExpenses
Total Net Investment Income16822TotalNetInvestmentIncome
Accounting Fees Rev And Expnss3500AccountingFeesRevAndExpnss
Taxes Rev And Expnss348TaxesRevAndExpnss
Tot Opr Expenses Rev And Expnss3848TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss69600ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps69600ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss73448TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps69600TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-56626ExcessOfRevenueOverExpenses
Net Investment Income16822NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY309663SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY268785SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV268785SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY1500InvestmentsGovtObligBOY
Investments Govt Oblig EOY1252InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV1252InvestmentsGovtObligEOYFMV
Investments Mortgage Loans BOY165500InvestmentsMortgageLoansBOY
Investments Mortgage Loans EOY150000InvestmentsMortgageLoansEOY
Investments Mortgage Loans EOYFMV150000InvestmentsMortgageLoansEOYFMV
Total Assets BOY476663TotalAssetsBOY
Total Assets EOY420037TotalAssetsEOY
Total Assets EOYFMV420037TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY205000CapitalStockBOY
Capital Stock EOY205000CapitalStockEOY
Retained Earnings BOY271663RetainedEarningsBOY
Retained Earnings EOY215037RetainedEarningsEOY
Total Net Assets BOY476663TotalNetAssetsBOY
Total Net Assets EOY420037TotalNetAssetsEOY
Total Liabilities Net Assets BOY476663TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY420037TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY476663TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-56626ExcessOfRevenueOverExpenses
Subtotal420037Subtotal
Total Net Assets Fund Balances EOY420037TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year136552QualifyingDistributionsYear1
Noncharitable Assets Year1475313NoncharitableAssetsYear1
Distribution Ratio Year10.076901DistributionRatioYear1
Qualifying Distributions Year230591QualifyingDistributionsYear2
Noncharitable Assets Year2496055NoncharitableAssetsYear2
Distribution Ratio Year20.061669DistributionRatioYear2
Qualifying Distributions Year323187QualifyingDistributionsYear3
Noncharitable Assets Year3470029NoncharitableAssetsYear3
Distribution Ratio Year30.049331DistributionRatioYear3
Qualifying Distributions Year419890QualifyingDistributionsYear4
Noncharitable Assets Year4466161NoncharitableAssetsYear4
Distribution Ratio Year40.042668DistributionRatioYear4
Qualifying Distributions Year55850QualifyingDistributionsYear5
Noncharitable Assets Year5414192NoncharitableAssetsYear5
Distribution Ratio Year50.014124DistributionRatioYear5
Total Distribution Ratio0.244693TotalDistributionRatio
Average Distribution Ratio0.048939AverageDistributionRatio
Net Noncharitable Assets441820NetNoncharitableAssets
Adjusted Noncharitable Assets21622AdjustedNoncharitableAssets
One Percent Net Investment Income168OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One21790AdjNonchrtblAssetsAndOnePct
Qualifying Distributions69600QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax168InvestmentIncomeExciseTax
Subtotal168Subtotal
Tax Based On Investment Income168TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1252EstTaxPaymentsAndOverpayment
Total Credits And Payments1252TotalCreditsAndPayments
Overpayment1084Overpayment
Amount Credited To Next Year1084AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1ZEHNDER & SMITH CPA'S LLCBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number6147935300BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line15500 FRANTZ ROAD SUITE 105AddressLine1
CityDUBLINCity
StateOHState
ZIP Code430173545ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameELISABETH L ZEHNDERPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 FRANTZ ROAD SUITE 105AddressLine1
CityDUBLINCity
StateOHState
ZIP Code43017ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position2.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities156667AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances291881AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets448548TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets448548AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable6728CashDeemedCharitable
Net Noncharitable Assets441820NetNoncharitableAssets
Minimum Investment Return22091MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return22091MinimumInvestmentReturn
Tax Based On Investment Income168TaxBasedOnInvestmentIncome
Total Tax168TotalTax
Distributable Amount Before Adj21923DistributableAmountBeforeAdj
Distributable Amount Before Ded21923DistributableAmountBeforeDed
Distributable Amount As Adjusted21923DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions69600ExpensesAndContributions
Qualifying Distributions69600QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm168OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions69432AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted21923DistributableAmountAsAdjusted
Excess Distri Carryover Year3812ExcessDistriCarryoverYear3
Excess Distri Carryover Year26406ExcessDistriCarryoverYear2
Excess Distri Carryover Year113282ExcessDistriCarryoverYear1
Total Excess Distri Carryover20500TotalExcessDistriCarryover
Qualifying Distributions69600QualifyingDistributions
Applied To Current Year21923AppliedToCurrentYear
Remaining Distri From Corpus47677RemainingDistriFromCorpus
Total Corpus68177TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year68177ExcessDistriCyovToNextYear
Excess From Year3812ExcessFromYear3
Excess From Year26406ExcessFromYear2
Excess From Year113282ExcessFromYear1
Excess From Current Year47677ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AFRICA INLAND MISSION
PO BPOX 3611PEACHTREE CITYGA30269NONE501(C)(3)GENERAL SUPPORT$600
CAMPUS CRUSADE FOR CHRIST
P O BOX 628222ORLANDOFL32826NONE501(C)(3)GENERALSUPPORT$600
COMMISSION TO EVERY NATION
POBOX291307KERRVILLETX78029NONE501(C)3GENERAL SUPPORT$800
DELAWARE CHRISTIAN SCHOOL
45 BELLE AVENUEDELAWAREOH43015NONE501(C)3GENERAL SUPPORT$1,000
DYNAMIC SCHOLARSHIP FUND
7316 VERSAILLES LANECHARLOTTENC28277NONE501(C)3GENERAL SUPPORT$1,000
HCJB GLOBAL
POBOX 39800COLORADO SPRINGSCO80949NONE501(C)3GENERAL SUPPORT$1,000
HOPE BUILDERS INTERNATIONAL
POBOX 317GREENWOODVA22943NONE501(C)3GENERAL SUPPORT$800
INTERNATIONAL FRIENDSHIPS
POBOX 82416COLUMBUSOH43202NONE501(C)3GENERAL SUPPORT$500
INTERVARSITY CHRISTIAN FELLOWSHIP
POBOX 7895MADISONWI53707NONE501(C)3GENERAL SUPPORT$600
JONI AND FRIENDS
POBOX 9557WILTONNH03086NONE501(C)3GENERAL SUPPORT$600
MISSIONS DOOR
2530 WASHINGTON STREETDENVERCO80205NONE501(C)3GENERAL SUPPORT$600
OPEN DOORS USA
2953 SOUTH PULLMAN STREETSANTA ANACA92705NONE501(C)3GENERAL SUPPORT$600
RIVERSIDE BIBLE CHURCH
5330 OLENTANGY RIVER ROADCOLUMBUSOH43235NONE501(C)3GENERAL SUPPORT$5,000
SPORTS OUTREACH INSTITUTE
POBOX 11855LYNCHBURGVA24506NONE501(C)3GENERAL SUPPORT$600
TAYLOR UNIVERSITY
236 WEST READE AVENUEUPLANDIN46989NONE501(C)3SCHOLARSHIPS$50,000
TREE OF LIFE SCHOOLS
935 NORTHRIDGE ROADCOLUMBUSOH43224NONE501(C)3GENERAL SUPPORT$1,500
WORLD VISION
POBOX 70102TACOMAWA98481NONE501(C)3GENERAL SUPPORT$400
WYCLIFFE BIBLE TRANSLATORS
POBOX 628211ORLANDOFL32862NONE501(C)3GENERAL SUPPORT$600
YOUNG LIFE
POBOX 2920COLORADO SPRINGSCO80901NONE501(C)3GENERAL SUPPORT$1,800
INTO THE FIELD
1161 BETHEL ROADCOLUMBUSOH43220NONE501(C)3GENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year69600TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$837ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$15,985ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$16,822ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA16822TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING SERVICESCategory
Amount$3,500Amount

Compensation Explanation CompensationExplanation

Compensation Compensation

FieldValueIRS element (for citing)
Person NameELISABETH L ZEHNDERPersonName

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value1252USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV1252USGovtSecuritiesEOYFMV

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmount
FEDERAL EXCISE TAXES$248
STATE FILING FEES$100