Arline J Smith Trust Uw 12920-5 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
| Arline J Smith Trust Uw 12920-5 | |
| Employer Identification Number (EIN) | 066246639 |
| Name of Organization | Arline J Smith Trust Uw 12920-5 |
| In Care of Name | Chase Manhatten Bank |
| Address | 10 S Dearborn, Chicago, IL 60603-2300 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Ruling Date | 01/1983 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $457,791 |
| Amount of Income | $195,028 |
| Form 990 Revenue Amount | $45,233 |
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 | $7,355 | $9,147 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $9 | |||
| Dividends and interest from securities | $9,126 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $32,828 | $6,082 | $0 | $26,134 |
| Compensation of officers, directors, trustees, etc. | $7,500 | |||
| Total operating and administrative expenses | $8,569 | $6,082 | $1,875 | |
| Contributions, gifts, grants paid | $24,259 | |||
| Excess of revenue over expenses and disbursements | $-25,473 | |||
| Net investment income | $3,065 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $465,112 | $490,760 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $341,144 | |
| Investments-corporate bonds | $56,565 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $57,011 | |
| Other | $10,392 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $465,112 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-1,780 |
| 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 | $31 |
| Total credits and payments | $400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $400 |
| 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 | $369 |
| Amount to be credited to 2013 estimated tax | $40 |
| 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 | $499,741 |
| Net value of noncharitable-use assets | $492,240 |
| Minimum investment return | $24,612 |
| Distributable Amount (for 2012) | |
| Distributable amount | $24,581 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $24,581 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $22,706 |
| 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 | Arie Crown Hebrew Day School Endowment Foundation | 30 South Wells No 4049, Chicago, IL 60606-5054 | IL | 2002-04 | $109,724 |
| 2 | Ariel Education Intiative | 200 E Randolph St Ste 2900, Chicago, IL 60601-6505 | IL | 1996-10 | $725,328 |
| 3 | Arise Chicago | 1436 W Randolph St Ste 202, Chicago, IL 60607-1415 | IL | 2004-07 | $484,739 |
| 4 | Aristotle Foundation Telly Savalas Family Memorial Fund | 36 Atteridge Rd, Lake Forest, IL 60045-1713 | IL | 1997-01 | $4,523 |
| 5 | Arizona Affordable Housing Association, Ahcaz | 39 S La Salle St Ste 1410, Chicago, IL 60603-1706 | IL | 1994-04 | $46,369 |
| 6 | Arizona At Its Best | 20 N Wacker Dr Ste 3330, Chicago, IL 60606-3102 | IL | 2002-09 | $2 |
| 7 | Arjco Foundation Ltd | 10 Ambrose Ln, S Barrington, IL 60010-9501 | IL | 1974-04 | $697,049 |
| 8 | Ark Day School | 202 S Peoria Ave, Dixon, IL 61021-2948 | IL | 1996-08 | $185,415 |
| 9 | Ark Of The Convenant Ministries | 10541 East 900th Ave Pobox62, Robinson, IL 62454 | IL | 2007-10 | $14,878 |
| 10 | Arlen Francis Klein Trust Fund Champaign-Urbana Elks Lodge 2497 | 903 N Dunlap Ave, Savoy, IL 61874-9611 | IL | 1991-12 | $27,384 |
| 11 | Arline J Smith Trust Uw 12920-5 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1983-01 | $195,028 |
| 12 | Arline Smyth Quinn Charitable Foundation | PO BOX 803878, Chicago, IL 60680-3878 | IL | 2006-11 | $576,099 |
| 13 | Arlington Heights Chamber Of Commerce | 311 S Arlington Heights Rd Ste 20, Arlington Hts, IL 60005-1956 | IL | 1964-10 | $382,199 |
| 14 | Northwest Suburban Community Concert Association, Arlington Heights Community Concert Assoc Northwest Suburban Community Concert Assoc | Po Box 1214, Arlington Heights, IL 60006 | IL | 1983-04 | $0 |
| 15 | Arlington Heights Country Club | 215 Northwest Hwy, Cary, IL 60013 | IL | 1978-04 | $0 |
| 16 | Arlington Heights Historical Society | 110 W Fremont St, Arlington Hts, IL 60004-5912 | IL | 1966-12 | $60,746 |
| 17 | Arlington Heights Patrol Officers Association | 126 E Wing St 175, Arlington Heights, IL 60004-6064 | IL | 2010-02 | $49,677 |
| 18 | Arlington Heights Senior Center Inc | 1801 W Central Rd, Arlington Hts, IL 60005-2410 | IL | 1989-01 | $79,675 |
| 19 | Arlington Heights Youth Athletic Association | 1929 N Kennicott Dr, Arlington Hts, IL 60004-2919 | IL | 1979-01 | $622,875 |
| 20 | Arlington Heights Youth Basketball Association | PO BOX 463, Arlington Hts, IL 60006-0463 | IL | 1977-08 | $285,396 |
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