Edward W Ploenges Tr Fbo Millikin University in Decatur, 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
| Edward W Ploenges Tr Fbo Millikin University | |
| Employer Identification Number (EIN) | 376310203 |
| Name of Organization | Edward W Ploenges Tr Fbo Millikin University |
| In Care of Name | Main Street Bank & Trust Ttee |
| Address | 130 N Water St, Decatur, IL 62523-1310 |
| 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 | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $479,162 |
| Amount of Income | $81,618 |
| Form 990 Revenue Amount | $18,285 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $18,285 | $16,854 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $15,117 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $5 | |||
| Other | $3,162 | |||
| Total expenses and disbursements | $18,652 | $86 | $0 | $17,764 |
| Compensation of officers, directors, trustees, etc. | $4,384 | |||
| Total operating and administrative expenses | $6,022 | $86 | $5,134 | |
| Contributions, gifts, grants paid | $12,630 | |||
| Excess of revenue over expenses and disbursements | $-367 | |||
| Net investment income | $16,768 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $479,162 | $493,334 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $146,922 | |
| Investments-corporate stock | $303,931 | |
| Investments-corporate bonds | $20,000 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $8,309 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $479,162 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $3,162 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $335 |
| Total credits and payments | $600 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $600 |
| 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 |
| Overpayment | $265 |
| Amount to be credited to 2012 estimated tax | $265 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $514,086 |
| Net value of noncharitable-use assets | $506,380 |
| Minimum investment return | $25,319 |
| Distributable Amount (for 2011) | |
| Distributable amount | $24,984 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $24,984 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $14,933 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Edward G Schumacher Memorial Library | 9501 Technology Blvd, Rosemont, IL 60018-5234 | IL | 1991-12 | $68 |
| 2 | Edward G Whinnery Tr Ua 10011998 | 130 N Water St, Decatur, IL 62523-1310 | IL | $586,378 | |
| 3 | Edward H & Cora W Pingel Education Fund | 111 W Monroe 16 W, Chicago, IL 60603 | IL | 1990-09 | $2,860 |
| 4 | Edward Health And Fitness Center | 775 Brom Ct, Naperville, IL 60540-6546 | IL | 1988-09 | $12,813,961 |
| 5 | Edward Hegeler Trust Fund | 315 5th St, Peru, IL 61354-2859 | IL | 1944-04 | $65,642 |
| 6 | Edward J & Deborah B Brennan Tr Fbo Mclrc 72-01-101-0760108, Lisnow Sharon B Ttee | 231 S Lasalle St, Chicago, IL 60697-0001 | IL | 2007-05 | $17,179 |
| 7 | Edward J Noha Foundation | 1116 Hillside Dr, Northbrook, IL 60062-4655 | IL | 1987-07 | $253,281 |
| 8 | Edward R Godfrey Foundation | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1954-11 | $182,248 |
| 9 | Edward S Sprague Foundation | 1726 W Wolfram St, Chicago, IL 60657-6882 | IL | 1957-11 | $231,276 |
| 10 | Edward T And Dimple Owens Charitable Tr 120303, Owens Edward T Ttee | 36w419 Hunters Gate Rd, Saint Charles, IL 60175-5129 | IL | 2005-02 | $1 |
| 11 | Edward W Ploenges Tr Fbo Millikin University | 130 N Water St, Decatur, IL 62523-1310 | IL | $81,618 | |
| 12 | Edward Willecke Foundation, Willecke Virginia C Ttee | 6516 S Kilpatrick Ave, Chicago, IL 60629-5636 | IL | $1 | |
| 13 | Edwards County Council On Aging | 323 N 5th St, Albion, IL 62806-1054 | IL | 1900-01 | $259,573 |
| 14 | Edwards County Ems Nfp | 27 W Elm St, Albion, IL 62806-1016 | IL | 2006-09 | $452,235 |
| 15 | Edwards County Historical Society | 9 N 5th St, Albion, IL 62806-1021 | IL | 1980-12 | $30,310 |
| 16 | Edwards County Medical Association Inc | PO BOX 47, West Salem, IL 62476-0047 | IL | 2004-03 | $30,637 |
| 17 | Edwards River Antique Engine Association | PO BOX 388, Woodhull, IL 61490-0388 | IL | 1987-07 | $4,882 |
| 18 | Edwardson Family Foundation | 301 Sheridan Rd, Winnetka, IL 60093-4227 | IL | 1991-05 | $11,799,988 |
| 19 | Edwardsville Area Soccer Club | 2021 Golf Course View Dr, Edwardgille, IL 62025-3735 | IL | 1992-11 | $57,042 |
| 20 | Edwardsville Arts Center | 6165 Center Grove Rd, Edwardsville, IL 62025-3307 | IL | 2002-05 | $59,858 |
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