J M Mossman Charitable Trust 330711860 in Milwaukee, Wisconsin (WI)
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 Wisconsin
| J M Mossman Charitable Trust 330711860 | |
| Employer Identification Number (EIN) | 136354042 |
| Name of Organization | J M Mossman Charitable Trust 330711860 |
| In Care of Name | Jpmorgan Chase Bank |
| Address | C/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1972 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $1 to $9,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $84 |
| Amount of Income | $20,151 |
| Form 990 Revenue Amount | $4,360 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $4,360 | $4,360 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $313 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $31 | |||
| Other | $4,015 | |||
| Total expenses and disbursements | $23,245 | $128 | $0 | $23,111 |
| Compensation of officers, directors, trustees, etc. | $168 | |||
| Total operating and administrative expenses | $251 | $128 | $117 | |
| Contributions, gifts, grants paid | $22,994 | |||
| Excess of revenue over expenses and disbursements | $-18,885 | |||
| Net investment income | $4,232 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $84 | $84 |
| 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 | $84 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $84 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $4,015 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $42 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $42 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 Wisconsin | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Ivan & Janice Stone Trust Uw Fbo Beloit College | PO BOX 2980, Milwaukee, WI 53201-2980 | WI | $31,890 | |
| 2 | Ixonia Bible Study Group Inc, Gary Salva | W496 Genz Rd, Ixonia, WI 53036-9408 | WI | 2004-11 | $12,128 |
| 3 | Ixonia Volunteer Fire Department Incorporated | PO BOX 167, Ixonia, WI 53036-0167 | WI | 1946-02 | $113,084 |
| 4 | Izaak Walton League Of America Inc, Beloit Chapter | PO BOX 301, Beloit, WI 53512-0301 | WI | 1972-05 | $112,646 |
| 5 | Izaak Walton League Of America Milwaukee Chapter Perkins Wildlife | PO BOX 591, Janesville, WI 53547-0591 | WI | 1979-02 | $849 |
| 6 | Izna And Arden Longcroft Masonic Tr | PO BOX 217, Berlin, WI 54923-0217 | WI | 1992-04 | $7,535 |
| 7 | J C Meng Foundation Inc | 301 N Broadway Ste 202, De Pere, WI 54115-2557 | WI | 1994-07 | $17,813 |
| 8 | J F Ahern Co Foundation Inc | 855 Morris St, Fond Du Lac, WI 54935-5611 | WI | 1990-09 | $983,050 |
| 9 | J I Case Collectors Association Inc | PO BOX 4, Fairwater, WI 53931-0004 | WI | 1989-04 | $46,301 |
| 10 | J J Keller Foundation Inc | 3003 Breezewood Ln, Neenah, WI 54956-9611 | WI | 1991-03 | $23,432,503 |
| 11 | J M Mossman Charitable Trust 330711860 | C/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201 | WI | 1972-06 | $20,151 |
| 12 | J O Y Ministries Incorporated | N2434 Elgin Club Dr, Lake Geneva, WI 53147-3744 | WI | 1987-07 | $73,817 |
| 13 | J P C Foundation, C-O William B Vogt | PO BOX 5957, Janesville, WI 53547-5957 | WI | 1992-09 | $1,326,058 |
| 14 | J Russell Ward And Margaret Ward Scholarsip Fund | PO BOX 12800, Green Bay, WI 54307-2800 | WI | 1989-07 | $27,084 |
| 15 | J Vernon Steinle And Elmira K Steinle Foundation Inc | 7200 Washington Ave Ste 102, Mt Pleasant, WI 53406-6516 | WI | 1998-11 | $786,720 |
| 16 | J W Etzelmueller Trust Fund Fbo Tomah Memorial Hospital | 20151 Blackhawk Ave, Warrens, WI 54666-8603 | WI | 1979-02 | $18,470 |
| 17 | J-Hawk Aquatic Club | 430 Assembly Ct, Whitewater, WI 53190-1550 | WI | 1992-03 | $70,270 |
| 18 | Ja-Sa Schneck Foundation Inc | 1249 W Liebau Rd Ste 200, Mequon, WI 53092-3398 | WI | 2001-04 | $2,332 |
| 19 | Jabez Transitional Center Committed To Restoring Lives Inc, Jabez Residence | 5926 N Teutonia Ave, Milwaukee, WI 53209 | WI | 2004-12 | $0 |
| 20 | Jack And Joan Stein Foundation Inc | 5400 S 27th St, Milwaukee, WI 53221-3726 | WI | 1995-02 | $1,137 |
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