Leah M Mckelvey Trust 20-0010-00 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
| Leah M Mckelvey Trust 20-0010-00 | |
| Employer Identification Number (EIN) | 346513997 |
| Name of Organization | Leah M Mckelvey Trust 20-0010-00 |
| In Care of Name | Jpmorgan Chase Bank Na |
| Address | C/O JPMORGAN CHASE BANK NAPO BOX, Milwaukee, WI 53201 |
| 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 | 12/2011 |
| Assets | $1 to $9,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $8,883 |
| Amount of Income | $156,324 |
| Form 990 Revenue Amount | $17,170 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets 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 | $17,170 | $17,169 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $7 | |||
| Dividends and interest from securities | $1,369 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $15,794 | |||
| Total expenses and disbursements | $138,717 | $958 | $0 | $137,414 |
| Compensation of officers, directors, trustees, etc. | $1,277 | |||
| Total operating and administrative expenses | $3,717 | $958 | $2,414 | |
| Contributions, gifts, grants paid | $135,000 | |||
| Excess of revenue over expenses and disbursements | $-121,547 | |||
| Net investment income | $16,211 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $8,883 | $8,883 |
| Cash - non-interest-bearing | $817 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $8,066 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $8,883 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $15,794 |
| 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 | $162 |
| Total credits and payments | $310 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $310 |
| 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 |
| Overpayment | $148 |
| Amount to be credited to 2012 estimated tax | $148 |
| 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 | $78,381 |
| Net value of noncharitable-use assets | $77,200 |
| Minimum investment return | $3,860 |
| Distributable Amount (for 2011) | |
| Distributable amount | $3,698 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $3,698 |
| 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 | Lazarus Veterinary Clinics Inc, Racine Vet Clinic & Hospital | 5748 Taylor Ave, Mt Pleasant, WI 53403-9764 | WI | 2002-11 | $3,249,880 |
| 2 | Lazarz Family Foundation Inc | 4641 Signature Dr, Middleton, WI 53562-2364 | WI | 2008-01 | $113,012 |
| 3 | Lgbt Resource Center For The 7 Rivers Region Inc | 230 6th St S, La Crosse, WI 54601-4103 | WI | 2004-11 | $58,576 |
| 4 | Col L C Christensen Charitable & Religious Foundation Inc | 840 Lake Avenue, Racine, WI 53403-1566 | WI | 1966-09 | $638,062 |
| 5 | Lead Region Historic Tr Inc | PO BOX 565, Shullsburg, WI 53586-0565 | WI | 1993-03 | $96,143 |
| 6 | Leaders Forum Ltd | Local, Milwaukee, WI 53217 | WI | 1997-05 | $78,747 |
| 7 | Leadership Development Academy Inc | 14 S Jackson St, Janesville, WI 53548-3877 | WI | 2003-07 | $44,300 |
| 8 | League Of Women Voters Of Wisconsin Inc | 612 W Main St Ste 200, Madison, WI 53703-4714 | WI | 2011-08 | $198,366 |
| 9 | League Of Women Voters Of Wisconsin Advocacy Network Inc | 612 W Main St Suite 200, Madison, WI 53703 | WI | 1969-01 | $5,296 |
| 10 | League Of Women Voters Of Wisconsin Education Fund Inc, League Of Women Voters Of Dane County | 2712 Marshall Ct Suite 2, Madison, WI 53705 | WI | 2011-08 | $114,469 |
| 11 | Leah M Mckelvey Trust 20-0010-00 | C/O JPMORGAN CHASE BANK NAPO BOX, Milwaukee, WI 53201 | WI | $156,324 | |
| 12 | Leap Of Faith Group Inc, Ciba | 1740 E Matthew Drive, De Pere, WI 54115-1854 | WI | 2006-04 | $42,950 |
| 13 | Learn & Play Day Care & Preschool Inc | 905 Alder St, Blk River Fls, WI 54615-8906 | WI | 1999-05 | $386,077 |
| 14 | Learn The Seas-America | PO BOX 1324, Milwaukee, WI 53201-1324 | WI | 2005-03 | $545,390 |
| 15 | Learning Through Golf Foundationinc | PO BOX 28555, Green Bay, WI 54324-0555 | WI | 2006-12 | $181,812 |
| 16 | Hope Academy Of Western Wisconsin Inc | PO BOX 400, Holmen, WI 54636-0400 | WI | 1999-01 | $174,388 |
| 17 | Leaven Inc | 1475 Opportunity Way, Menasha, WI 54952-1293 | WI | 1987-05 | $1,152,818 |
| 18 | Ledgeview Memorial Park | PO BOX 179, Nashotah, WI 53058-0179 | WI | 1988-11 | $249,302 |
| 19 | Lee Family Organization Inc | PO BOX 875, Sheboygan, WI 53082-0875 | WI | 2004-04 | $4,941 |
| 20 | Lee W Metzner Memorial Fund Tr 31l014011 | PO BOX 2980, Milwaukee, WI 53201-2980 | WI | 1996-03 | $36,128 |
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