Helen And Morris Rosen Foundation 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
| Helen And Morris Rosen Foundation | |
| Employer Identification Number (EIN) | 363567237 |
| Name of Organization | Helen And Morris Rosen Foundation |
| In Care of Name | Alan Ray |
| Address | 2829 W Fargo Ave, Chicago, IL 60645-1221 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $74,786 |
| Amount of Income | $3,048 |
| Form 990 Revenue Amount | $0 |
Non-representatives - add comments:
Expenses 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 | $0 | $0 | $0 | |
| Total expenses and disbursements | $16,209 | $1,063 | $1,063 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,063 | $1,063 | $0 | |
| Contributions, gifts, grants paid | $15,146 | |||
| Excess of revenue over expenses and disbursements | $-16,209 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $58,577 | $38,577 |
| Cash - non-interest-bearing | $58,577 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $58,577 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| 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 | $65,000 |
| Net value of noncharitable-use assets | $65,000 |
| Minimum investment return | $3,250 |
| Distributable Amount (for 2011) | |
| Distributable amount | $3,300 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $3,300 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| 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 | Hegner Family Foundation | 18814 E Us Highway 14, Harvard, IL 60033-9588 | IL | 2003-03 | $13,231 |
| 2 | Heidrick & Struggles Foundation | 233 S Wacker Dr Ste 4200, Chicago, IL 60606-6310 | IL | 2008-02 | $1 |
| 3 | Heineman Middle School Parent Teacher Organization | 725 Academic Dr, Algonquin, IL 60102-4422 | IL | 2005-03 | $18,708 |
| 4 | Heisley Family Foundation | 70 W Madison St Ste 5600, Chicago, IL 60602-4211 | IL | 1998-04 | $576,386 |
| 5 | Heizer Foundation | 860 Pembridge Dr, Lake Forest, IL 60045-4200 | IL | 1994-07 | $144 |
| 6 | Hektoen Institute For Medical Research | 2240 W Ogden Ave Ste 2, Chicago, IL 60612-4882 | IL | 1945-10 | $41,744,548 |
| 7 | Helaine & Edgar Strauss Opportunity Trust, Strauss Ronald & Adam Co Ttee | 154 Maple Ave, Wilmette, IL 60091-3449 | IL | 1994-09 | $16,765 |
| 8 | Helen & Sam Beber Foundation | 200 West Madison Street, Chicago, IL 60606-3414 | IL | 1956-02 | $3 |
| 9 | Helen & Wilbur Mckay Foundation | PO BOX 787, East Moline, IL 61244-0787 | IL | 1967-06 | $2,004 |
| 10 | Helen And Bernard Kozloff Family Foundation | 1825 S Prairie Ave, Chicago, IL 60616-1319 | IL | 2003-07 | $398,718 |
| 11 | Helen And Morris Rosen Foundation | 2829 W Fargo Ave, Chicago, IL 60645-1221 | IL | 1988-08 | $3,048 |
| 12 | Helen And Stephen Steel Charitable Foundation | 500 W Madison St, Chicago, IL 60661-4544 | IL | 1960-05 | $6 |
| 13 | Helen Brach Foundation | 104 S Michigan Ave Ste 1310, Chicago, IL 60603-6114 | IL | 1974-06 | $28,090,784 |
| 14 | Helen D Schulte Trust 31-83857 | 135 S Lasalle St, Chicago, IL 60603-4177 | IL | $15,692,748 | |
| 15 | Helen E Roberts 03-23-92 33-2564-01 | 230 W State St, Sycamore, IL 60178-1419 | IL | 2003-01 | $17,989 |
| 16 | Helen G Moore Charitable Remainder Unitr--Tr For Scholarships, Flaherty James P Ttee | 700 Panther Way, Paxton, IL 60957-1469 | IL | 2000-01 | $1,429 |
| 17 | Helen Jodan Truitt Memorial Scholarship Fund Trust | 900 N 4th St, Chillicothe, IL 61523-1708 | IL | 1990-03 | $467,251 |
| 18 | Helen Keller Pto | 7846 163rd St, Tinley Park, IL 60477-1229 | IL | 1996-04 | $111,166 |
| 19 | Helen Luallen Scholarship Trust Citizens Natl Bk Of Paris Ttee | PO BOX 400, Paris, IL 61944-0400 | IL | $3,917 | |
| 20 | Helen M Harrison Foundation Inc | 333 W Wacker Dr Attn T Carroll, Chicago, IL 60606-1220 | IL | 2005-09 | $7,369,883 |
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