Edith Baxter Trust 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
| Edith Baxter Trust | |
| Employer Identification Number (EIN) | 066064558 |
| Name of Organization | Edith Baxter Trust |
| In Care of Name | Jpmorgan Chase Bank Na |
| 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 | 06/1999 |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $474,246 |
| Amount of Income | $224,370 |
| Form 990 Revenue Amount | $36,214 |
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 | $20,278 | $20,909 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $11,184 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-631 | |||
| Other | $9,725 | |||
| Total expenses and disbursements | $33,241 | $4,764 | $0 | $27,843 |
| Compensation of officers, directors, trustees, etc. | $6,000 | |||
| Total operating and administrative expenses | $6,898 | $4,764 | $1,500 | |
| Contributions, gifts, grants paid | $26,343 | |||
| Excess of revenue over expenses and disbursements | $-12,963 | |||
| Net investment income | $16,145 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $479,741 | $532,682 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $397,213 | |
| Investments-corporate bonds | $60,045 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $22,483 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $479,741 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $9,725 |
| 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 | $161 |
| Total credits and payments | $650 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $320 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $330 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $489 |
| Amount to be credited to 2013 estimated tax | $164 |
| 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 | $530,170 |
| Net value of noncharitable-use assets | $522,220 |
| Minimum investment return | $26,111 |
| Distributable Amount (for 2012) | |
| Distributable amount | $25,950 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $25,950 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $24,449 |
| 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 | Earl A Winther Tw 0482053500 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $189,136 | |
| 2 | Earl L Mullineaux Trust | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1973-01 | $123,279 |
| 3 | Eastern Long Island Hospital U-W W Case | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $222,792 | |
| 4 | Eastman Kodak Charitable Trust | 10 S Dearborn St Flr 21, Chicago, IL 60603-2300 | IL | 1958-12 | $9 |
| 5 | Ed E & Gladys Hurley Foundation | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1960-11 | $1,411,017 |
| 6 | Eddie Hill Mccormick Trust R76158006 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1967-09 | $1,331,732 |
| 7 | Edgar Wilson Charitable Trust | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1996-06 | $896,411 |
| 8 | Edith Alberty Tr Uw Fbo Capital University Bank One Of Columbus | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1970-12 | $276,506 |
| 9 | Edith And Ethel Jardine Family Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2004-01 | $1,286,857 |
| 10 | Edith Arnstein Charitable Tr | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 2004-10 | $225,177 |
| 11 | Edith Baxter Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1999-06 | $224,370 |
| 12 | Edith G Dickerson And Charles G Dickerson Trust Funds | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1994-07 | $35,667 |
| 13 | Edith J Dickerson And Charles G Dickerson Tr Funds | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1994-10 | $43,007 |
| 14 | Edith J Dickerson And Charles G Dickerson Trust Funds | 10 S Dearborn 1l1-0117, Chicago, IL 60603-2300 | IL | 1994-07 | $35,834 |
| 15 | Edith P C Taylor Charitable Tr | 10 S Dearborn St, Chicago, IL 60603-2300 | IL | 1997-12 | $415,570 |
| 16 | Edmore Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1974-01 | $40,391 |
| 17 | Edmund N Huyck Foundation Tr P60162008 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1962-06 | $1,112,593 |
| 18 | Edna Beryl Cornell Perpetual Trust | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1998-09 | $18,330 |
| 19 | Edna Faust Eden Home Memorial Trust | 10 S Dearborn 3, Chicago, IL 60603-2300 | IL | 1981-01 | $48,068 |
| 20 | Edna J Meyer Charitable Tr 32-A012-00-7 | 111 W Monroe St Fl 10c, Chicago, IL 60603-4098 | IL | 1988-01 | $27,739 |
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