Donald Massey Tr Filing As An Estate Under Section 645 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
| Donald Massey Tr Filing As An Estate Under Section 645 | |
| Employer Identification Number (EIN) | 367593028 |
| Name of Organization | Donald Massey Tr Filing As An Estate Under Section 645 |
| In Care of Name | Jpmorgan Chase Bank Na Ttee |
| Address | 10 S Dearborn Mc Il1-0111, Chicago, IL 60603 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2012 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $10,000,000 to $49,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $25,005,615 |
| Amount of Income | $25,005,615 |
| Form 990 Revenue Amount | $25,005,615 |
Non-representatives - add comments:
Revenue 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 | $25,005,615 | $5,615 | $0 | |
| Contributions, gifts, grants, etc., received | $25,000,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,615 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $1,164 | $582 | $0 | $582 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,164 | $582 | $582 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $25,004,451 | |||
| Net investment income | $5,033 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $25,005,615 | $25,005,615 |
| 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 | $0 | |
| Other | $25,005,615 | |
| Total liabilities | $1,164 | |
| Mortgages and other notes payable | $0 | |
| Other | $1,164 | |
| Total liabilities and net assets/fund balances | $25,004,451 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $101 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $101 |
| 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? | No |
| 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 | $25,002,804 |
| Net value of noncharitable-use assets | $20,579,460 |
| Minimum investment return | $1,028,973 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,028,872 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,028,872 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,028,290 |
| 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 | Utility Safety & Ops Leadership Network Nfp, Usoln | 360 Memorial Dr Ste 10, Crystal Lake, IL 60014-6291 | IL | 2014-07 | $315,309 |
| 2 | Village Of Downers Grove Fraternal Order Of Police Lodge 73 Retiree | 3963 W Belmont Ave Ste 6, Chicago, IL 60618-5129 | IL | 2013-04 | $322,503 |
| 3 | Village Of Schaumburg Veba Health Savings Trust | 101 Schaumburg Ct, Schaumburg, IL 60193-1881 | IL | 2014-03 | $4,905,701 |
| 4 | Viper Owners Association Of Illinois | 2 Ridgecroft Ln, Barrington, IL 60010-9677 | IL | 2015-01 | $23,650 |
| 5 | West Suburban Association Of Plumbing Contractors | 3759 N Ravenswood Ave Ste 129, Chicago, IL 60613-3997 | IL | 2014-05 | $97,775 |
| 6 | Women In Listed Derivatives Nfp | PO BOX 6085, Chicago, IL 60606-0085 | IL | 2013-12 | $28,235 |
| 7 | Workers Interests Network Inc | 130 East Randolph Street Suite 260, Chicago, IL 60601-6207 | IL | 2014-10 | $335,952 |
| 8 | Wsa Industry Fund | 272 W Lake St, Elmhurst, IL 60126-1502 | IL | 2014-07 | $10,864 |
| 9 | American Federation Of Teachsers, 4343 Chicago Alliance Of Charter Te | 9933 Lawler Ave Ste 222, Skokie, IL 60077-3705 | IL | 1967-11 | $18,116 |
| 10 | Clp Foundation | PO BOX 146, Northbrook, IL 60065-0146 | IL | 2014-02 | $43,621 |
| 11 | Donald Massey Tr Filing As An Estate Under Section 645 | 10 S Dearborn Mc Il1-0111, Chicago, IL 60603 | IL | $25,005,615 | |
| 12 | Hellenic American Leadership Council | 233 S Wacker Dr Fl 84, Chicago, IL 60606-6338 | IL | 2014-09 | $22,963 |
| 13 | Huston-Lippman Paris Civic Center Trust | PO BOX 400, Paris, IL 61944-0400 | IL | 2013-08 | $13,290 |
| 14 | Kenneth And Anne Griffin Foundation | 131 S Dearborn St, Chicago, IL 60603-5517 | IL | 2013-09 | $1 |
| 15 | National Council Of The United States Society Of St Vincent De Pa | 717 State St, Alton, IL 62002 | IL | 2007-02 | $197,091 |
| 16 | Robert & Bridget Levy Fam Foundation, Robert S Levy Et Al Ttee | 505 N Mcclurg Ct Apt 1302, Chicago, IL 60611-5378 | IL | 2013-07 | $1 |
| 17 | Chicago Latvian Fraternity Association, No None | 1706 Burning Bush Ln, Mount Prospect, IL 60056 | IL | 1986-04 | $645 |
| 18 | Pi Kappa Alpha Fraternity, Pi Kappa Alpha Fraternity Delta Sigma Chapter | 706 N Institute Pl, Peoria, IL 61606 | IL | 2014-06 | $99,004 |
| 19 | National Association Of Letter Carriers | PO BOX 3332, Quincy, IL 62305 | IL | 2014-04 | $22,656 |
| 20 | Members United Nfp | 12947 S Winnebago Road, Palos Heights, IL 60463 | IL | 2014-04 | $0 |
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