John Mueth Jr 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
| John Mueth Jr Trust | |
| Employer Identification Number (EIN) | 376061200 |
| Name of Organization | John Mueth Jr Trust |
| In Care of Name | Jpmorgan Chase Bank Na |
| Address | 10 S Dearborn, Chicago, IL 60603-2300 |
| Activities | Care and housing of children (orphanage, etc) |
| Subsection | Charitable Organization |
| Ruling Date | 10/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $733 |
| Amount of Income | $598,845 |
| Form 990 Revenue Amount | $4,071 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising Organizations That Cross Categories |
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 | $51,199 | $51,199 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $11,019 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $40,180 | |||
| Total expenses and disbursements | $609,556 | $5,749 | $0 | $603,399 |
| Compensation of officers, directors, trustees, etc. | $7,665 | |||
| Total operating and administrative expenses | $8,088 | $5,749 | $1,931 | |
| Contributions, gifts, grants paid | $601,468 | |||
| Excess of revenue over expenses and disbursements | $-558,357 | |||
| Net investment income | $45,450 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $733 | $733 |
| Cash - non-interest-bearing | $365 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $368 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $733 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $40,180 |
| 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 | $455 |
| Total credits and payments | $904 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $904 |
| 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 | $449 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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? | Yes |
| 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 | $401,586 |
| Net value of noncharitable-use assets | $395,560 |
| Minimum investment return | $19,778 |
| Distributable Amount (for 2012) | |
| Distributable amount | $19,323 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $19,323 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | John A & Evelyn Monahan Memorial Tr 9572073310 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1979-08 | $301,414 |
| 2 | John B And Mary Bell Pirtle Endowment Fund | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1972-02 | $923,310 |
| 3 | John B Clifford Charitable Trust | 10 S Dearborn St, Chicago, IL 60603-2300 | IL | 1983-09 | $455,439 |
| 4 | John E Conelly Common Trust 0499149202 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1996-01 | $635,486 |
| 5 | John Frank Hulse And Brittie M Hulse Memorial Fund | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2002-08 | $789,873 |
| 6 | John G Heber Scholarship Award | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1994-07 | $110,242 |
| 7 | John Grant Fitch Scholarship Foundation | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1947-07 | $32,953 |
| 8 | John J Conroy Charitable Trust 1013002 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1995-08 | $276,384 |
| 9 | John J Nierling Jr Charitable Trust Dtd 033167 0482011990 | 10 S Dearborn St Ste 21 Fl, Chicago, IL 60603-2300 | IL | $7,993,167 | |
| 10 | John Marion Rayphole Estate | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1999-07 | $971,544 |
| 11 | John Mueth Jr Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1997-10 | $598,845 |
| 12 | John N Graber Irrev Scholarship Trust | 111 W Monroe St, Chicago, IL 60603-4096 | IL | 1996-01 | $157,861 |
| 13 | John Parker Pope Foundation | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1994-08 | $144,307 |
| 14 | John R Barney Family Foundation Inc | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2007-08 | $611,007 |
| 15 | John Reed Charitable Residuary Tr | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2003-12 | $1,531,041 |
| 16 | John Roach Trust Fund Pt 8204 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1963-12 | $3,553,323 |
| 17 | John S And Annabel Chambers Endowed Scholarship Fund 3401124600 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $26,084 | |
| 18 | John S Wheelan Fund 0614960 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1979-05 | $232,206 |
| 19 | John Shields Jr Trust Fbo Bessie Shields Foundation 89359-00-4 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1977-02 | $539,752 |
| 20 | John Stormes Tr 3401080300 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1977-11 | $994,574 |
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