Donald N Tweedy Fund 60120063 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
| Donald N Tweedy Fund 60120063 | |
| Employer Identification Number (EIN) | 066022779 |
| Name of Organization | Donald N Tweedy Fund 60120063 |
| In Care of Name | Jp Morgan Chase Bank Na |
| Address | 10 S Dearborn, Chicago, IL 60603-2300 |
| Activities | Other recreational activities |
| Subsection | Charitable Organization |
| Ruling Date | 03/1950 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $704,126 |
| Amount of Income | $275,443 |
| Form 990 Revenue Amount | $80,949 |
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 | $13,773 | $14,070 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $18 | |||
| Dividends and interest from securities | $14,033 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $47,461 | $5,933 | $0 | $38,781 |
| Compensation of officers, directors, trustees, etc. | $6,857 | |||
| Total operating and administrative expenses | $10,394 | $5,933 | $1,714 | |
| Contributions, gifts, grants paid | $37,067 | |||
| Excess of revenue over expenses and disbursements | $-33,688 | |||
| Net investment income | $8,137 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $720,006 | $779,157 |
| Cash - non-interest-bearing | $7,246 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $610,940 | |
| Investments-corporate bonds | $86,802 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $15,018 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $720,006 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-278 |
| 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 | $163 |
| Total credits and payments | $1,520 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,520 |
| 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 | $1,357 |
| Amount to be credited to 2013 estimated tax | $200 |
| 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 | $779,123 |
| Net value of noncharitable-use assets | $767,440 |
| Minimum investment return | $38,372 |
| Distributable Amount (for 2012) | |
| Distributable amount | $38,209 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $38,209 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $36,495 |
| 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 | El Shaddai Christian Ministries Inc | 1350 Rosemary Dr, Bolingbrook, IL 60490-4939 | IL | 1999-02 | $10,968 |
| 2 | Echo Dogs White Shepherd Rescue Inc | PO BOX 354, Sherman, IL 62684-0354 | IL | 2004-06 | $96,139 |
| 3 | Doris J Bishop Foundation, 742 74m29 | PO BOX 803878, Chicago, IL 60680-3878 | IL | 2000-03 | $37,670 |
| 4 | Drishtipat | 9229 E Falling Water Drive, Willowbrook, IL 60527 | IL | 2014-11 | $54,335 |
| 5 | Eaac Of Illinois Inc | 949 N Plum Grove Rd Ste D, Schaumburg, IL 60173-4781 | IL | 2007-05 | $63,563 |
| 6 | Each One Feed One International Inc | 40 Commerce Ln, Lebanon, IL 62254-2541 | IL | 1985-12 | $294,735 |
| 7 | The Chicago Academy Of Music Foundation | 6101 S Woodlawn, Chicago, IL 60637 | IL | 2003-10 | $0 |
| 8 | Dupage Health Coalition | 511 Thornhill Dr Ste 3, Carol Stream, IL 60188-2795 | IL | 2002-03 | $4,610,961 |
| 9 | Edward E Ford Foundation Mfgr | 10 S Dearborn Il10111, Chicago, IL 60603-2300 | IL | 1959-08 | $40,739,611 |
| 10 | Elks National Home And Retirementcenter, Elks National Home | 2750 N Lakeview Ave, Chicago, IL 60614-2256 | IL | 2008-04 | $4,224,300 |
| 11 | Donald N Tweedy Fund 60120063 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1950-03 | $275,443 |
| 12 | Donald S Walker Fund 1613260 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1986-11 | $906,360 |
| 13 | Donovan Family Foundation 2600677600, Donovan David E & Nancy S Ttee | 211 W Westminster Rd, Lake Forest, IL 60045-2126 | IL | 2008-10 | $1,751,285 |
| 14 | Dora Lee Langdon Ntsu Jazz Singers Charitable Tr | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1985-08 | $75,291 |
| 15 | Dora Roberts Foundation | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1960-08 | $20,155,249 |
| 16 | Doris A Mackinnon Charitable Tr | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 2006-06 | $779,934 |
| 17 | Dorothy A Ashcraft Charitable Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1988-12 | $234,082 |
| 18 | Dorothy And Lillian Gish Prize Tr | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1994-10 | $2,744,154 |
| 19 | Dorothy North Mcneal Educational Trust 4410407200 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1988-12 | $158,372 |
| 20 | Douglass Archibald Jr Char Tuw Uw Dtd 040897 31-G057-01-6 | 111 W Monroe St Tax Div 10c, Chicago, IL 60603 | IL | 1997-09 | $1,090,467 |
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