Byron C Merton Tr Uw Fbo Grace Luthern Church 012588 in Chicago, Illinois (IL)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Illinois
| Byron C Merton Tr Uw Fbo Grace Luthern Church 012588 | |
| Employer Identification Number (EIN) | 396466153 |
| Name of Organization | Byron C Merton Tr Uw Fbo Grace Luthern Church 012588 |
| In Care of Name | Bk One Wi Tr Co Na Ttee |
| Address | Jpmorgan Chase Bank 10 S Dearborn, Chicago, IL 60603 |
| Subsection | Charitable Organization |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Tax Period | 08/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $250,379 |
| Amount of Income | $103,692 |
| Form 990 Revenue Amount | $9,704 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $9,462 | $9,758 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $7 | |||
| Dividends and interest from securities | $9,751 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $17,346 | $3,799 | $0 | $13,490 |
| Compensation of officers, directors, trustees, etc. | $5,063 | |||
| Total operating and administrative expenses | $5,122 | $3,799 | $1,266 | |
| Contributions, gifts, grants paid | $12,224 | |||
| Excess of revenue over expenses and disbursements | $-7,884 | |||
| Net investment income | $5,959 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $250,379 | $257,647 |
| Cash - non-interest-bearing | $1,388 | |
| Investments-U.S. and state government obligations | $140,714 | |
| Investments-corporate stock | $6,681 | |
| Investments-corporate bonds | $73,074 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $5,125 | |
| Other | $23,397 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $250,379 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-296 |
| 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 | $60 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $60 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $264,550 |
| Net value of noncharitable-use assets | $260,580 |
| Minimum investment return | $13,029 |
| Distributable Amount (for 2012) | |
| Distributable amount | $12,969 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $12,969 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $11,703 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Positive Pathways Of Chicago in Chicago, IL
 |
Chicago Assembly Foundation in Chicago, IL
 |
|
Wavering Fam Charitable Foundation in Chicago, IL
|
|
Chicago Couture Fashion Week Inc in Chicago, IL
|
|
Lawndale Business Renaissance Association in Chicago, IL
|
|
Frances E Streit Foundation, Peggy A Wagener Ttee in Chicago, IL
|
|
Berea International Nfp in Chicago, IL
|
|
Debre Genet Kidist Mariam Ethiopian Orthodox Tewahido Church Of Chicag in Chicago, IL
|
|
Golden Apple Foundation For Excellence In Teaching in Chicago, IL
|
| Sirmir in Chicago, IL |
| Other organizations in Illinois | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Butler District 53 Parent Teacher Organization | 60 Regent Dr, Oak Brook, IL 60523-1729 | IL | 2008-10 | $159,731 |
| 2 | Butler Family Foundation | 1550 Nw Hwy Ste 108 D, Park Ridge, IL 60068-1458 | IL | 1956-07 | $2,013,401 |
| 3 | Butler Foundation | 321 N Clark St, Chicago, IL 60654-4714 | IL | 2001-10 | $67 |
| 4 | Butler Inst Perm Endow Fund 6853042900 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2003-02 | $119,213 |
| 5 | Butterfield Family Association | 1441 W Lake St, Libertyville, IL 60048-1731 | IL | 2006-09 | $223,076 |
| 6 | Buttons & Bows Cooperative Nursery School Incorporated | PO BOX 285, Elmhurst, IL 60126-0285 | IL | 1961-11 | $170,336 |
| 7 | Buzz A Philanthropic Organization Of Dedicated Professionals | 2809 N Elm Lane, Arlington Heights, IL 60004 | IL | 2006-01 | $0 |
| 8 | Buzz And Marlene Baumgartenfoundation | 645 Hibbard Rd, Winnetka, IL 60093-1641 | IL | 2006-11 | $5,950 |
| 9 | By Design Ministries | 616 Dickerson Dr, Winnebago, IL 61088-8338 | IL | 2007-08 | $184,904 |
| 10 | By The Hand Club For Kids | 1635 N La Salle Dr, Chicago, IL 60614-6004 | IL | 2005-09 | $8,363,543 |
| 11 | Byron C Merton Tr Uw Fbo Grace Luthern Church 012588 | Jpmorgan Chase Bank 10 S Dearborn, Chicago, IL 60603 | IL | $103,692 | |
| 12 | Byron Chamber Of Commerce Inc | PO BOX 405, Byron, IL 61010-0405 | IL | 1993-08 | $552,016 |
| 13 | Byron Civic Theatre Inc | PO BOX 124, Byron, IL 61010-0124 | IL | 2000-02 | $51,602 |
| 14 | Byron Community Revitalization Inc | PO BOX 397, Byron, IL 61010-0397 | IL | 2003-01 | $16,953 |
| 15 | Byron Fire Protection District | PO BOX 904, Byron, IL 61010-0904 | IL | 2009-12 | $0 |
| 16 | Byron Foundation For Educational Excellence | PO BOX 739, Byron, IL 61010-0739 | IL | 1995-04 | $52,491 |
| 17 | Byron L Walter Family Trust 11232555600 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1981-05 | $3,055,314 |
| 18 | Byron Swimming Boosters Club | 2482 East Bourbonnais Place, Byron, IL 61010 | IL | 2005-08 | $0 |
| 19 | C & Nw Proviso Credit Union | 301 W Lake St, Northlake, IL 60164-2403 | IL | 2001-07 | $160,406 |
| 20 | C & S Charitable Fdn Inc | 12445 Bellingham Rd, Caledonia, IL 61011-9143 | IL | 2005-06 | $30,000 |
Organization representatives - add corrected or new information about Byron C Merton Tr Uw Fbo Grace Luthern Church 012588 »
Non-representatives - add comments about Byron C Merton Tr Uw Fbo Grace Luthern Church 012588»