Dan Smith Trust 301105310 Fbo Fair Port Baptist Home 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
Dan Smith Trust 301105310 Fbo Fair Port Baptist Home | |
Employer Identification Number (EIN) | 166015735 |
Name of Organization | Dan Smith Trust 301105310 Fbo Fair Port Baptist Home |
In Care of Name | Lincoln First Bank Of Rochester |
Address | 10 S Dearborn 21, Chicago, IL 60603-2300 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Religious Organization |
Ruling Date | 12/1970 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Tax Period | 08/2012 |
Assets | $25,000 to $99,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $67,854 |
Amount of Income | $80,817 |
Form 990 Revenue Amount | $7,471 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $6,215 | $6,215 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $2 | |||
Dividends and interest from securities | $1,612 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $4,601 | |||
Total expenses and disbursements | $3,925 | $555 | $0 | $3,232 |
Compensation of officers, directors, trustees, etc. | $711 | |||
Total operating and administrative expenses | $921 | $555 | $228 | |
Contributions, gifts, grants paid | $3,004 | |||
Excess of revenue over expenses and disbursements | $2,290 | |||
Net investment income | $5,660 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $67,854 | $67,854 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $67,854 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $67,854 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $4,601 |
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 | $57 |
Total credits and payments | $113 |
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) | $113 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Overpayment | $56 |
Amount to be credited to 2013 estimated tax | $56 |
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 | $67,066 |
Net value of noncharitable-use assets | $66,060 |
Minimum investment return | $3,303 |
Distributable Amount (for 2012) | |
Distributable amount | $3,246 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $3,246 |
Undistributed income for 2012. This amount must be distributed in 2013 | $3,018 |
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 | Daly Family Foundation, Daly Patrick F Ttee | 2803 Butterfield Rd Ste 300, Oak Brook, IL 60523-1152 | IL | 2005-03 | $2 |
2 | Dalzell Rod & Gun Club | 1521 Creve Coeur St, La Salle, IL 61301-1369 | IL | 1968-04 | $57,582 |
3 | Damascus Community School Inc | 3510 36th St, Moline, IL 61265-5439 | IL | 1990-01 | $5,032,938 |
4 | Damien Foundation | 3235 W St Charles Pl, Peoria, IL 61615-9747 | IL | 1998-07 | $46,559 |
5 | Damien House Inc | 4407 N Elston Ave, Chicago, IL 60630-4418 | IL | 1995-12 | $365,251 |
6 | Dan & Pat Jorndt Amundsen High School Learning Foundation Inc | 104 Wilmot Rd 4th Fl 1447, Deerfield, IL 60015-5121 | IL | 2000-06 | $96,548 |
7 | Dan And Micki Chapin Fund | PO BOX 550, Hampshire, IL 60140-0550 | IL | 1997-05 | $1,090,493 |
8 | Dan Gibbons Turkey Trot Foundation | PO BOX 1182, Elmhurst, IL 60126-8182 | IL | 2009-01 | $334,570 |
9 | Dan H Evans Family Foundations | 3490 Timberline Dr, Quincy, IL 62305-8306 | IL | 1990-07 | $3 |
10 | Dan J Epstein Family Foundation | 3240 N Lake Shore Dr Apt 8b, Chicago, IL 60657-3911 | IL | 2009-02 | $2,548,237 |
11 | Dan Smith Trust 301105310 Fbo Fair Port Baptist Home | 10 S Dearborn 21, Chicago, IL 60603-2300 | IL | 1970-12 | $80,817 |
12 | Dana & Anne Low Foundation | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1999-02 | $27,893 |
13 | Dana Thomas House Foundation | PO BOX 7123, Springfield, IL 62791-7123 | IL | 1987-07 | $230,558 |
14 | Dance 21 | 311 W Superior St, Chicago, IL 60654-3548 | IL | 2002-05 | $344,600 |
15 | Dance Colective | 300 N State St, Chicago, IL 60654-5414 | IL | 1997-03 | $42,424 |
16 | Dance Detour | 1255 S Michigan Ave- Unit 602, Chicago, IL 60605-3292 | IL | 1997-09 | $4,811 |
17 | Dance Dreams Inc Nfp | 23a Kingery Quarter Apt 103, Willowbrook, IL 60527-6519 | IL | 2004-12 | $24,776 |
18 | Dance Foundation | 807 Ridge Rd, Wilmette, IL 60091-2445 | IL | 1993-11 | $121,531 |
19 | Dance In The Parks Nfp | 6709 N Ravenswood Ave Suite 1, Chicago, IL 60623-3991 | IL | 2008-05 | $0 |
20 | Dance2xs Chicago | 2 E Oak Apt 1009, Chicago, IL 60611 | IL | 2006-11 | $10,319 |
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