Bertha M Beecher Trust Uw 60123319 Fbo, Connecticut Humane Society 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
- Organizations performing similar types of work
| Bertha M Beecher Trust Uw 60123319 Fbo, Connecticut Humane Society | |
| Employer Identification Number (EIN) | 066229110 |
| Name of Organization | Bertha M Beecher Trust Uw 60123319 Fbo |
| Secondary Name | Connecticut Humane Society |
| In Care of Name | Jpmorgan Chase Bank Na |
| Address | 10 S Dearborn, Chicago, IL 60603-2300 |
| Activities | Prevention of cruelty to animals |
| Subsection | Charitable Organization |
| Ruling Date | 10/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $171,056 |
| Amount of Income | $87,523 |
| Form 990 Revenue Amount | $13,195 |
| National Taxonomy of Exempt Entities (NTEE) | Animal-Related: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2013: $87,523 (it was $142,498 in 2012)
| Bertha M Beecher Trust Uw 60123319 Fbo, Connecticut Humane Society: | $87,523 |
| Other organizations performing similar types of work: | $261,247 |
Assets in 2013: $171,056 (it was $171,081 in 2012)
| Bertha M Beecher Trust Uw 60123319 Fbo, Connecticut Humane Society: | $171,056 |
| Other organizations performing similar types of work: | $566,241 |
Expenses in 2012: $9,012
| This organization: | $9,012 |
| Other organizations performing similar types of work: | $62,839 |
Income to expenses ratio in 2012: 9.7
| Bertha M Beecher Trust Uw 60123319 Fbo, Connecticut Humane Society: | 9.7 |
| Other organizations performing similar types of work: | 3.0 |
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 | $9,856 | $9,924 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,984 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-182 | |||
| Other | $6,054 | |||
| Total expenses and disbursements | $9,012 | $1,921 | $0 | $6,979 |
| Compensation of officers, directors, trustees, etc. | $2,419 | |||
| Total operating and administrative expenses | $2,638 | $1,921 | $605 | |
| Contributions, gifts, grants paid | $6,374 | |||
| Excess of revenue over expenses and disbursements | $844 | |||
| Net investment income | $8,003 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $171,081 | $179,402 |
| Cash - non-interest-bearing | $1,499 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $146,395 | |
| Investments-corporate bonds | $19,697 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $3,490 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $171,081 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,054 |
| 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 | $160 |
| Total credits and payments | $325 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $325 |
| 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 | $178,266 |
| Net value of noncharitable-use assets | $175,600 |
| Minimum investment return | $8,780 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,620 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,620 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $8,015 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Irene V Lichter Trust | 135 S Lasalle St, Chicago, IL 60603-4177 | IL | 1900-01 | $1,868,380 |
| 2 | Ivar And Ruth Anderson Anti Cruelty Trust, C-O Mark J Muscarello | 38w386 Burr Oak Ln, St Charles, IL 60175-6101 | IL | 1992-02 | $1,618,002 |
| 3 | Uw L Leighton T-2126 Bide A Wee Home For Animals Tr | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1972-04 | $909,738 |
| 4 | Scraps Hope Foundation | 6815 E Trent Ave, Spokane Vly, WA 99212-1252 | WA | 2009-04 | $571,801 |
| 5 | Aleta Brown Trust Fbo Kent County Humane Society, Dunn Theodore Per Rep | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1993-09 | $544,872 |
| 6 | The Mississippi Animal Rescue League Charitable Trust | PO BOX 23100, Jackson, MS 39225-3100 | MS | 1989-10 | $508,125 |
| 7 | Thomasville Thomas County Humane Society Endowment Trust | PO BOX 1116, Thomasville, GA 31799-1116 | GA | 1997-08 | $441,454 |
| 8 | Leona & Susan Teel Foundation | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1979-08 | $413,412 |
| 9 | Decatur And Macon County Animal Shelter Foundation | PO BOX 633, Decatur, IL 62525-0633 | IL | 2000-08 | $274,476 |
| 10 | Critter Lovers At Work | 55 New Montgomery Suite 710, San Francisco, CA 94105 | CA | 2011-06 | $261,247 |
| 11 | Montgomery County Partners For Animal Well-Being Inc | 9613 Eldwick Way, Potomac, MD 20854 | MD | 2010-07 | $110,548 |
| 12 | Spca Of Clear Lake Endowment Fund | 8025 Highway 29, Kelseyville, CA 95451-2808 | CA | 1996-12 | $90,015 |
| 13 | Washington County Spca Trust 455010017 | PO BOX 1156, Bartlesville, OK 74005 | OK | $88,360 | |
| 14 | Bertha M Beecher Trust Uw 60123319 Fbo, Connecticut Humane Society | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1995-10 | $87,523 |
| 15 | Friends Of Bastrop County Animal Shelter | Po Box 2219, Bastrop, TX 78602 | TX | 2008-10 | $66,597 |
| 16 | Shamong Foundation For Educational Excellence Inc | 295 Indian Mills Rd, Shamong, NJ 08088-9472 | NJ | 2003-03 | $57,405 |
| 17 | Friends Of The Animal Shelter | PO BOX 42, Newport, TN 37822 | TN | 1993-03 | $52,020 |
| 18 | Trust U W Ethel Hunt F B O Lang County Humane Society, C-O Bank One Wisconxin Trust Co Na | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1991-03 | $40,426 |
| 19 | Because Animals Really Kount Association | 4783 W 3000n Road, Kankakee, IL 60901 | IL | 2002-02 | $0 |
| 20 | Friends Of Collinsville Animal Shelter | PO BOX 562, Collinsville, IL 62234-0562 | IL | 2007-12 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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