Florence Stitzel Trust Fbo Louisville Protestant Altenheim 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
| Florence Stitzel Trust Fbo Louisville Protestant Altenheim | |
| Employer Identification Number (EIN) | 616026727 |
| Name of Organization | Florence Stitzel Trust Fbo Louisville Protestant Altenheim |
| 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 | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,447,395 |
| Amount of Income | $626,184 |
| Form 990 Revenue Amount | $197,871 |
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 | $38,507 | $40,003 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $33,962 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-860 | |||
| Other | $5,405 | |||
| Total expenses and disbursements | $89,071 | $5,410 | $0 | $78,078 |
| Compensation of officers, directors, trustees, etc. | $6,261 | |||
| Total operating and administrative expenses | $13,383 | $5,410 | $2,390 | |
| Contributions, gifts, grants paid | $75,688 | |||
| Excess of revenue over expenses and disbursements | $-50,564 | |||
| Net investment income | $34,593 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,447,395 | $1,605,723 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $947,334 | |
| Investments-corporate bonds | $171,018 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $187,710 | |
| Other | $141,333 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,447,395 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,405 |
| 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 | $346 |
| Total credits and payments | $3,800 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,800 |
| 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 | $3,454 |
| Amount to be credited to 2013 estimated tax | $3,454 |
| 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 | $1,566,052 |
| Net value of noncharitable-use assets | $1,542,560 |
| Minimum investment return | $77,128 |
| Distributable Amount (for 2012) | |
| Distributable amount | $76,782 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $76,782 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $72,032 |
| 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 | First Methodist Church Of Windsor Tr | 10 S Dearborn, Chicago, IL 60603-2300 | IL | $215,710 | |
| 2 | First Methodist Church Tr Uw E H Gary T-11543 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1972-09 | $62,755 |
| 3 | Fitch Gilbert Memorial Tr | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1972-06 | $1,101,531 |
| 4 | Fitzsimonds Charitable Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2000-09 | $1,196,446 |
| 5 | Flewelling Educational Trust Fund 2820124000, Dyerly Rodney Co-Ttee | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $16,552 | |
| 6 | Flora Foust Educational Fund R77300003 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1986-09 | $2,199,895 |
| 7 | Flora O Corpening Scholarship Fund | 10 S Dearborn St Ste 21 Fl, Chicago, IL 60603-2300 | IL | 1997-12 | $49,584 |
| 8 | Florence E Kasel Testamentary Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1975-10 | $12,811 |
| 9 | Florence S Ducey Charitable Trust | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1966-01 | $183,973 |
| 10 | Florence S Knight Trust Ua Funded 08-04-79 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1981-09 | $440,407 |
| 11 | Florence Stitzel Trust Fbo Louisville Protestant Altenheim | 10 S Dearborn, Chicago, IL 60603-2300 | IL | $626,184 | |
| 12 | Floyd R Carlson Charitable Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1997-12 | $212,976 |
| 13 | Founces M Luley Scholarship And Educational Fund Union Savings & T, Bank One Youngstown N A Ttee | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1977-12 | $343,269 |
| 14 | Frances E Snyder Tr A | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1992-12 | $296,422 |
| 15 | Frances E Snyder Trust B | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1992-06 | $14,412 |
| 16 | Frances Hollis Palmros Trust C/O Team Bank | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1991-02 | $30,919 |
| 17 | Frances K Ross Tw 3401079600 | 10 S Dearborn Il1-0111, Chicago, IL 60603-2300 | IL | 1978-07 | $247,522 |
| 18 | Frances Kindelberger Irrv Tr, 9388496000 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 2003-03 | $511,668 |
| 19 | Frances Sawyer Hefti Tr Bank One Wisconsin Tr Co Na Ttee | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1989-06 | $342,992 |
| 20 | Frances Strong Jordan Irrv Tr | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1999-03 | $1,369,757 |
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