Karl F Putnam Trust U Will 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
| Karl F Putnam Trust U Will | |
| Employer Identification Number (EIN) | 436025673 |
| Name of Organization | Karl F Putnam Trust U Will |
| Address | 231 S Lasalle St, Chicago, IL 60697-0001 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Tax Period | 09/2012 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $335,348 |
| Amount of Income | $16,813 |
| Form 990 Revenue Amount | $16,553 |
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 | $16,813 | $16,813 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,936 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $877 | |||
| Total expenses and disbursements | $20,737 | $92 | $0 | $20,644 |
| Compensation of officers, directors, trustees, etc. | $154 | |||
| Total operating and administrative expenses | $4,539 | $92 | $4,446 | |
| Contributions, gifts, grants paid | $16,198 | |||
| Excess of revenue over expenses and disbursements | $-3,924 | |||
| Net investment income | $16,721 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $335,348 | $411,327 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $325,074 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $10,274 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $335,348 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $877 |
| 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 | $167 |
| Total credits and payments | $332 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $332 |
| 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 | $165 |
| Amount to be credited to 2013 estimated tax | $165 |
| 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 | $404,599 |
| Net value of noncharitable-use assets | $398,540 |
| Minimum investment return | $19,927 |
| Distributable Amount (for 2012) | |
| Distributable amount | $19,760 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $19,760 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $115 |
| 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 | Kardos Family Foundation, Kardos Paul & Paulette Eal Co-Ttees | PO BOX 167, Lake Forest, IL 60045-0167 | IL | 2001-12 | $1,216,601 |
| 2 | Kare | 126 W Myrtle St, Canton, IL 61520-1258 | IL | 1993-09 | $25,612 |
| 3 | Karen And Robert Wolters Sr Foundation | 15922 N Bluebird Dr, Effingham, IL 62401-6255 | IL | 2004-05 | $2,057 |
| 4 | Karen Cruz Childrens Center | 1507 W Sunnyside Ave, Chicago, IL 60640-5905 | IL | 1991-02 | $173,230 |
| 5 | Karen Dove Cabral Foundation | 2521 Hartzell St, Evanston, IL 60201-1309 | IL | 2008-04 | $47,438 |
| 6 | Karen R & John T Crotty Foundation | 709 Mountain Rd, Lake Bluff, IL 60044-2104 | IL | 1998-07 | $599,639 |
| 7 | Karen Sue Lieber Foundation | 12 W Fairview Ln, Springfield, IL 62711-9448 | IL | 2007-10 | $89,504 |
| 8 | Karger Fund | 20 S Clark St Ste 1650, Chicago, IL 60603-1845 | IL | 1957-07 | $26,086 |
| 9 | Karing | 3610 Dundee Rd, Northbrook, IL 60062-2203 | IL | 2006-07 | $27,756 |
| 10 | Karl A Meyer Surgical Society | 1901 W Harrison St, Chicago, IL 60612-3714 | IL | 1970-03 | $5,705 |
| 11 | Karl F Putnam Trust U Will | 231 S Lasalle St, Chicago, IL 60697-0001 | IL | $16,813 | |
| 12 | Karl Perl Charitable Tr, Perl Sheldon G Et Al Ttee | 30 South Wells Street No 4049, Chicago, IL 60606-5054 | IL | 2009-08 | $179,723 |
| 13 | Karla Smith Foundation | 301 Southridge Dr, Shiloh, IL 62269-3209 | IL | 2006-06 | $318,453 |
| 14 | Karmin Fam Char Tr, Karmin Ernest A & Harriet R Ttees | 141 W Jackson Blvd Ste 3734, Chicago, IL 60604-3258 | IL | 2001-03 | $476,875 |
| 15 | Karna Incorporated | 60 E Monroe St Unit 7002, Chicago, IL 60603-2766 | IL | 2000-02 | $13,602 |
| 16 | Karnes Memorial Fund | PO BOX 288, Fairbury, IL 61739-0288 | IL | 1986-04 | $162,677 |
| 17 | Kartemquin Educational Films | 1901 W Wellington Ave, Chicago, IL 60657-4029 | IL | 1985-08 | $3,577,710 |
| 18 | Kash Family Foundation, C-O Cambridge Group | 227 W Monroe St Ste 3200, Chicago, IL 60606-5065 | IL | 1993-03 | $35,000 |
| 19 | Kasi Charitable Foundation | C/O K Kasi 129 Hawkins Circle, Wheaton, IL 60189 | IL | 2008-08 | $41,909 |
| 20 | Kaskaskia College Foundation | PO BOX 489, Centralia, IL 62801-9108 | IL | 1974-08 | $2,871,138 |
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