Ann Pinkerton Charitable Trust Pv 15689 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
| Ann Pinkerton Charitable Trust Pv 15689 | |
| Employer Identification Number (EIN) | 136747629 |
| Name of Organization | Ann Pinkerton Charitable Trust Pv 15689 |
| In Care of Name | Jpmorgan Chase Bank |
| Address | 10 S Dearborn, Chicago, IL 60603-2300 |
| Activities | Other cultural or historical activities, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1978 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $878,578 |
| Amount of Income | $74,677 |
| Form 990 Revenue Amount | $37,162 |
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 | $51,601 | $51,463 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $20,701 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $55 | |||
| Other | $30,845 | |||
| Total expenses and disbursements | $16,038 | $10,734 | $0 | $4,053 |
| Compensation of officers, directors, trustees, etc. | $14,014 | |||
| Total operating and administrative expenses | $16,038 | $10,734 | $4,053 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $35,563 | |||
| Net investment income | $40,729 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $878,578 | $1,001,637 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $485,421 | |
| Investments-corporate bonds | $269,429 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $29,904 | |
| Other | $93,824 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $878,578 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $30,845 |
| 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 | $815 |
| Total credits and payments | $1,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,000 |
| 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 |
| Tax due | $0 |
| Overpayment | $185 |
| Amount to be credited to 2013 estimated tax | $185 |
| 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 | $959,552 |
| Net value of noncharitable-use assets | $945,160 |
| Minimum investment return | $47,258 |
| Distributable Amount (for 2012) | |
| Distributable amount | $46,443 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $46,443 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 |
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| Other organizations in Illinois | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Animals In Need | 23160 S Kankakee St, Manhattan, IL 60442-9413 | IL | 2004-12 | $48,000 |
| 2 | Animals Requesting Friends Benevolent Society | PO BOX 324, Fairfield, IL 62837-0324 | IL | 2003-04 | $18,128 |
| 3 | Anita A Mackenzie Tr Ua 031698 Fbo Braille Institue 214368, Braille Institute | PO BOX 803878, Chicago, IL 60680-3878 | IL | 2001-07 | $469,492 |
| 4 | Anita H Richards Trust | 201 S East St, Mount Carroll, IL 61053-1447 | IL | 1973-06 | $755 |
| 5 | Ann And Paul Krouse Family Foundation | 1200 N Green Bay Road, Lake Forest, IL 60045-1130 | IL | 1997-01 | $46 |
| 6 | Ann B And Thomas L Friedman Family Foundation Ltd | 180 N Wacker Drive No 001, Chicago, IL 60606-1620 | IL | 2005-01 | $5,740,162 |
| 7 | Ann Harriet Heyer Charitable Tr | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $36,680 | |
| 8 | Ann Haskins Foundation | 300 N La Salle Dr Ste 4000, Chicago, IL 60654-3422 | IL | 1988-10 | $315 |
| 9 | Ann M Swift Trust 02899003 1st Natl Bank Of Chicago Ttee | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $11,778 | |
| 10 | Ann Milligan Gray Endowment Fund For Scholarships | 229 East Lake Shore Drive Apt 9w, Chicago, IL 60611-1351 | IL | 2006-07 | $54,765 |
| 11 | Ann Pinkerton Charitable Trust Pv 15689 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1978-07 | $74,677 |
| 12 | Anna Allen Tr 301108440 | Jpmorgan Chase Bank10 S Dearborn St, Chicago, IL 60603 | IL | 1970-12 | $52,703 |
| 13 | Anna B Millikin Home | 815 East Dr, Mount Zion, IL 62549-1401 | IL | 1979-04 | $165,372 |
| 14 | Anna B Welch Memorial Trust | PO BOX 529, Mattoon, IL 61938-0529 | IL | 1991-04 | $314,194 |
| 15 | Anna Bixby Womens Center | 213 S Shaw St, Harrisburg, IL 62946-1864 | IL | 1980-10 | $1,054,630 |
| 16 | Anna E Kresge Tr 2 Fbo Metropolitan Methodist Church Of Detroit 4585 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1955-05 | $51,828 |
| 17 | Anna Emery Hanson Testamentary Charitable Trust | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1988-06 | $517,371 |
| 18 | Anna Hughes Trust Fbo Methodist Hospital | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $366,110 | |
| 19 | Anna J Allen Trust 301108400 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1970-12 | $5,381 |
| 20 | Anna M Hewitt Tr | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1988-10 | $1,254,576 |
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