Harry J Brodbeck Charitable Tr Irrv 13024-5 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
| Harry J Brodbeck Charitable Tr Irrv 13024-5 | |
| Employer Identification Number (EIN) | 066247720 |
| Name of Organization | Harry J Brodbeck Charitable Tr Irrv 13024-5 |
| In Care of Name | Jpmorgan Chase Bank Na |
| Address | 10 S Dearborn Il1-0117, 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) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| 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 | $1,461,856 |
| Amount of Income | $749,579 |
| Form 990 Revenue Amount | $59,993 |
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 | $39,417 | $39,898 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $28,876 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $10,541 | |||
| Total expenses and disbursements | $75,778 | $11,878 | $0 | $63,432 |
| Compensation of officers, directors, trustees, etc. | $14,797 | |||
| Total operating and administrative expenses | $16,045 | $11,878 | $3,699 | |
| Contributions, gifts, grants paid | $59,733 | |||
| Excess of revenue over expenses and disbursements | $-36,361 | |||
| Net investment income | $28,020 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,421,785 | $1,610,178 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,004,026 | |
| Investments-corporate bonds | $196,012 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $163,767 | |
| Other | $57,980 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,421,785 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $10,541 |
| 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 | $280 |
| Total credits and payments | $1,900 |
| 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) | $1,900 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,620 |
| Amount to be credited to 2013 estimated tax | $280 |
| 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? | No |
| 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 | $1,578,472 |
| Net value of noncharitable-use assets | $1,554,800 |
| Minimum investment return | $77,740 |
| Distributable Amount (for 2012) | |
| Distributable amount | $77,460 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $77,460 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $72,924 |
| 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 | Harold P & Olga R Gordon Estate Tr Fbo Univ Of Az Fdn Med Resrch Perp | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $59,340 | |
| 2 | Harriet Campbell Tua 613-6859012700 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2006-09 | $43,052 |
| 3 | Harriet Conroy Charitable Trust 0482050250 | 10 S Dearborn St Ste 21 Fl, Chicago, IL 60603-2300 | IL | 1999-09 | $36,376 |
| 4 | Harriet Kirk Tr 82 67-7 Uw Nect | 10 S Dearborn, Chicago, IL 60603-2300 | IL | $1,191,444 | |
| 5 | Harriett Mccauley Tr Uw 21943 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1994-07 | $65,165 |
| 6 | Harry Bechlein T-U-W Tr | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 2004-09 | $769,041 |
| 7 | Harry D Stephens Tr 1 6801192900 Fbo, St Pauls United Church | 10 S Dearborn, Chicago, IL 60603-2300 | IL | $469,670 | |
| 8 | Harry E Dise Charitable Foundation | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1999-07 | $80,078 |
| 9 | Harry Evert Haynes Fund 0614860 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1979-07 | $314,102 |
| 10 | Harry Graf Trust 2642010610 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1998-01 | $336,312 |
| 11 | Harry J Brodbeck Charitable Tr Irrv 13024-5 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $749,579 | |
| 12 | Harry S Fredenburgh Scholarship Fund Trust | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1980-05 | $550,004 |
| 13 | Harry S Sands, Bank One West Virginia Wheeling N A | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2008-01 | $939,456 |
| 14 | Harvey H Hollinger Tr Ua Dtd Fbo Ac Hosp 6842012100 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1993-06 | $29,399 |
| 15 | Harvey J Nelson Charitable Trust | 111 W Monroe St Tax Div 10c, Chicago, IL 60603 | IL | 1979-10 | $296,640 |
| 16 | Harvey S Firestone Jr Cemetery Tr No 1 26167007 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1976-06 | $182,645 |
| 17 | Harvey S Firestone Jr No 2 Fd C | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1977-07 | $150,271 |
| 18 | Hattie Hannah Keeney Trust 2620072100 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1957-10 | $1,931,814 |
| 19 | Hazel Buck Ewing Tr School Of Nations Museum R64246003 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2004-03 | $267,952 |
| 20 | Hazel L Carpenter Home Inc R50981001, T1226 Old Ladie Hm Wendall Hubbard | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1972-05 | $210,628 |
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