Frank And Edith@catt Educational Fund In Trust, Snyders Donald W Member in Jerseyville, Illinois (IL)

Frank And Edith@catt Educational Fund In Trust, Snyders Donald W Member
Employer Identification Number (EIN)	376352751
Name of Organization	Frank And Edith@catt Educational Fund In Trust
Secondary Name	Snyders Donald W Member
In Care of Name	State Bank Of Jerseyville
Address	1000 S State St, Jerseyville, IL 62052-2356
Subsection	Charitable Organization
Ruling Date	04/1999
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$5,000,000 to $9,999,999
Income	$500,000 to $999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$7,510,390
Amount of Income	$884,649
Form 990 Revenue Amount	$166,258
National Taxonomy of Exempt Entities (NTEE)	Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards

Non-representatives - add comments:

Amount of income in 2013: $884,649 (it was $408,402 in 2012)

This organization:	$884,649
Other organizations performing similar types of work:	$299,534

Assets in 2013: $7,510,390 (it was $7,203,852 in 2012)

Frank And Edith@catt Educational Fund In Trust, Snyders Donald W Member:	$7,510,390
Other organizations performing similar types of work:	$1,135,383

Expenses in 2013: $138,002

Frank And Edith@catt Educational Fund In Trust, Snyders Donald W Member:	$138,002
Other organizations performing similar types of work:	$135,405

Income to expenses ratio in 2013: 6.4

Frank And Edith@catt Educational Fund In Trust, Snyders Donald W Member:	6.4
Other organizations performing similar types of work:	1.8

Grants share in income in 2013: 0.0%

Frank And Edith@catt Educational Fund In Trust, Snyders Donald W Member:	0.0%
Other organizations performing similar types of work:	74.1%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$222,984	$222,984	$207,357
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$8,391
Dividends and interest from securities	$123,834
Gross rents	$73,524
Gross sales price for all assets	$678,900
Gross profit from sales of goods	$0
Other income	$0
Other	$17,235
Total expenses and disbursements	$138,002	$86,121	$90,121	$47,881
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$150
Accounting fees	$4,675
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$299
Total operating and administrative expenses	$109,502	$86,121		$19,381
Contributions, gifts, grants paid	$28,500
Excess of revenue over expenses and disbursements	$84,982
Net investment income		$136,863
Adjusted net income			$117,236

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$6,759,806	$6,759,806	$7,203,852	$7,203,852	$7,510,390	$7,511,413
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$207,297		$210,279		$145,951
Investments-corporate stock	$2,754,745		$2,947,606		$3,207,739
Investments-corporate bonds	$49,737		$52,535		$87,326
Investments-mortgage loans	$0		$0		$0
Investments-other	$2,091,600		$2,118,838		$2,093,781
Other assets			$0		$0
Total liabilities	$0		$0		$1,369
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$1,369
Total liabilities and net assets/fund balances	$6,759,806		$7,203,852		$7,509,021

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$0	$2,808	$17,235
Net capital loss	$-605	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$1,088	$2,728	$1,369
Total credits and payments	$4,080	$1,120	$0
Any penalty for underpayment of estimated tax	$0	$0	$26
Tax due		$1,608	$1,395
Overpayment		$0	$0
Amount to be credited to next year's estimated tax	$1,120	$0	$0

	2011	2012	2013
Statements Regarding Activities
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	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	Yes
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	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	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	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	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	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	No	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	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$6,677,473	$6,975,953	$7,330,177
Net value of noncharitable-use assets		$6,871,314	$7,220,224
Minimum investment return	$328,866	$343,566	$361,011

	2011	2012	2013
Distributable Amount
Distributable amount	$0	$0	$0

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$0	$0	$0
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
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

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$8,391	$0
Dividends and interest from securities	$123,834	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Scholarship America Inc, S-V Dollars For Scholars	1024 South Locust, Sesser, IL 62884	IL	1962-04	$222,454,367
2	Illinois Masonic Charities Fund	2866 Via Verde St, Springfield, IL 62703-4388	IL	1966-06	$173,802,688
3	National Merit Scholarship Corporation	1560 Sherman Ave Ste 200, Evanston, IL 60201-4816	IL	1957-01	$132,652,299
4	Evans Scholars Foundation	1 Briar Rd, Golf, IL 60029-2000	IL	1976-09	$37,708,563
5	Louise Orr Scott Fdn 6801004100	10 S Dearborn Il1-0117, Chicago, IL 60603-2300	IL	1970-07	$5,254,464
6	Western Illinois Regional Council Community Action Agency	223 S Randolph St, Macomb, IL 61455-2209	IL	1994-06	$4,776,975
7	W W Wannamaker Citadel Star Of The West Ma	PO BOX 2904, Wilson, NC 27894-2904	NC	1953-02	$2,852,405
8	Donald S Pichitino Educational Tr	10 S Dearborn, Chicago, IL 60603-2300	IL	1998-08	$2,437,936
9	Midwestern University Foundation	555 31st St, Downers Grove, IL 60515-1235	IL	1994-07	$1,341,555
10	Leiby S Hall Scholarship Tr, Alsup Harold E Ttee	PO BOX 1488, Decatur, IL 62525-1488	IL	1999-04	$1,008,419
11	Wilmington School District 209-U Foundation For Excellence	209u Wildcat Ct, Wilmington, IL 60481-4500	IL	2000-02	$81,508
12	Westmont Chamber Of Commerce Educational Foundation	1 S Cass Ave Ste 101, Westmont, IL 60559-1895	IL	2009-07	$15,151
13	Wiet Family Foundation	168 Foxborough Pl, Burr Ridge, IL 60527-6481	IL	2002-05	$11,016
14	Free The Children Trust	745 Concord Lane, Barrington, IL 60010	IL	1990-03	$0
15	Illinois Life Underwriters Foundation, Naifa Illinois Foundation	60 Adloff Lane, Springfield, IL 62703	IL	1999-12	$0
16	Top Ladies Of Distinction Inc, East St Louis	8917 Woestboul St, E Saint Louis, IL 62203-2219	IL		$0
17	Top Ladies Of Distinction Inc, Evergreen Park	20649 Promethian Way, Olympia Flds, IL 60461-1517	IL	1974-11	$0
18	Top Ladies Of Distinction Inc, Midway	3701 W 79th Pl, Chicago, IL 60652-1833	IL	1974-11	$0
19	Top Ladies Of Distinction Inc, West Suburban Chicago	4726 Mckinley Ave, Lisle, IL 60532-1733	IL	1974-11	$0
20	Westside 40 Plus Inc	303 Desplaines Ave, Forest Park, IL 60130	IL	2001-04	$0

Number of organizations performing similar types of work

Alaska	3
Alabama	12
Arkansas	12
Arizona	19
California	92
Colorado	3
Connecticut	3
District of Columbia	7
Delaware	2
Florida	9
Georgia	9
Hawaii	3
Iowa	8
Idaho	1
Illinois	28
Indiana	7
Kentucky	4
Louisiana	4
Massachusetts	15
Maryland	8
Michigan	3
Minnesota	27
Missouri	8
Mississippi	3
Montana	1

North Carolina	16
North Dakota	2
Nebraska	2
New Hampshire	2
New Jersey	12
New Mexico	1
Nevada	1
New York	16
Ohio	17
Oklahoma	3
Oregon	1
Pennsylvania	16
Rhode Island	1
South Carolina	5
South Dakota	2
Tennessee	5
Texas	37
Utah	1
Virginia	14
Vermont	1
Washington	5
Wisconsin	12
Wyoming	3
International	3

Total

469

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