Monroe Fund Inc in Winnetka, 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
| Monroe Fund Inc | |
| Employer Identification Number (EIN) | 366064590 |
| Name of Organization | Monroe Fund Inc |
| In Care of Name | Marjorie Gordon Schaye |
| Address | 225 Woodlawn Ave, Winnetka, IL 60093-1552 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1956 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2012 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $146,236 |
| Amount of Income | $17,788 |
| Form 990 Revenue Amount | $10,039 |
Non-representatives - add comments:
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 | $10,039 | $11,836 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $11,836 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $108,000 | $3,650 | $0 | $104,350 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,650 | $3,650 | $0 | |
| Contributions, gifts, grants paid | $104,350 | |||
| Excess of revenue over expenses and disbursements | $-97,961 | |||
| Net investment income | $8,186 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $221,499 | $307,731 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $132,658 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $88,841 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $221,499 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-1,797 |
| 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 | $82 |
| Total credits and payments | $101 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $101 |
| 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 | $19 |
| Amount to be credited to 2012 estimated tax | $19 |
| 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 | $342,191 |
| Net value of noncharitable-use assets | $337,060 |
| Minimum investment return | $16,853 |
| Distributable Amount (for 2011) | |
| Distributable amount | $16,771 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $16,771 |
| 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 | Monroe Actors Stage Company | PO BOX 89, Waterloo, IL 62298-0089 | IL | 2002-08 | $49,842 |
| 2 | Monroe Center Utility Association | Po Box 7, Monroe Center, IL 61052 | IL | 1973-05 | $0 |
| 3 | Monroe County Apartments 4 Assn | 988 N Illinois Route 3, Waterloo, IL 62298-1000 | IL | 2000-02 | $569,078 |
| 4 | Monroe County Apartments Inc | PO BOX 146, Waterloo, IL 62298-0146 | IL | 1998-02 | $31,984 |
| 5 | Monroe County Electric Coop Inc | PO BOX 128, Waterloo, IL 62298-0128 | IL | 1939-12 | $15,331,118 |
| 6 | Monroe County Extension & 4-H Education Foundation | 901 Illinois Ave Po Box 117, Waterloo, IL 62298 | IL | 2002-06 | $62,632 |
| 7 | Monroe County Fair Assn | PO BOX 189, Waterloo, IL 62298-0189 | IL | 1950-01 | $397,016 |
| 8 | Monroe County Farm Bureau | PO BOX 129, Waterloo, IL 62298-0129 | IL | 1925-02 | $246,471 |
| 9 | Monroe County Nursing Home Memorial Endowment Association | 623 Hamacher St, Waterloo, IL 62298-1598 | IL | 1975-04 | $617,618 |
| 10 | Monroe Foundation | 4106 West 99th Street, Oak Lawn, IL 60433 | IL | 1997-09 | $105,000 |
| 11 | Monroe Fund Inc | 225 Woodlawn Ave, Winnetka, IL 60093-1552 | IL | 1956-09 | $17,788 |
| 12 | Monroe Parent Teacher Organization, Co Laura Byczek-Treasurer Pto | 210 N Madison St, Hinsdale, IL 60521-3241 | IL | 1994-12 | $132,031 |
| 13 | Mont-Clare Elmwood Park District Chamber Of Commerce | 11 W Conti Pkwy, Elmwood Park, IL 60707-4505 | IL | 1949-04 | $47,401 |
| 14 | Montclaire Pool Association | PO BOX 37, Edwardsville, IL 62025-0037 | IL | 1962-09 | $93,112 |
| 15 | Monte & Maxine Monaster Foundation | 6301 N Sheridan Rd Ste 24-H, Chicago, IL 60660-1773 | IL | 1981-09 | $22 |
| 16 | Montessor Methods Nfp | 319 S Elmhurst Ave, Mt Prospect, IL 60056-3128 | IL | 2008-01 | $67,600 |
| 17 | Montessori Center For The Child | 155 N Harbor Dr Apt 2311, Chicago, IL 60601-5006 | IL | $843,327 | |
| 18 | Montessori Connection Nfp | 1731 Deerfield Rd, Highland Park, IL 60035-3704 | IL | 2006-08 | $1,056,918 |
| 19 | Montessori Country Day School | PO BOX 435, Mundelein, IL 60060-0435 | IL | 1983-03 | $48,151 |
| 20 | Montessori Early Learning Center | 595 S River St, Batavia, IL 60510-2602 | IL | 1949-04 | $712,429 |
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