Myrtle Sears Trust P64019001 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
| Myrtle Sears Trust P64019001 | |
| Employer Identification Number (EIN) | 900863969 |
| Name of Organization | Myrtle Sears Trust P64019001 |
| In Care of Name | Jpmorgan Chase Bank Na |
| Address | PO BOX 3038, Milwaukee, WI 53201-3038 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2011 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,956,305 |
| Amount of Income | $6,149,994 |
| Form 990 Revenue Amount | $393,256 |
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 | $393,256 | $394,246 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $218 | |||
| Dividends and interest from securities | $153,107 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $15,392 | |||
| Other | $224,539 | |||
| Total expenses and disbursements | $200,376 | $47,270 | $0 | $153,597 |
| Compensation of officers, directors, trustees, etc. | $59,332 | |||
| Total operating and administrative expenses | $61,612 | $47,270 | $14,833 | |
| Contributions, gifts, grants paid | $138,764 | |||
| Excess of revenue over expenses and disbursements | $192,880 | |||
| Net investment income | $346,976 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,956,305 | $6,218,256 |
| Cash - non-interest-bearing | $1,292 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,088,548 | |
| Investments-corporate bonds | $2,491,733 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $374,732 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $5,956,305 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $224,539 |
| 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 | $6,940 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $169 |
| Tax due | $7,109 |
| 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 | $6,463,429 |
| Net value of noncharitable-use assets | $6,366,480 |
| Minimum investment return | $318,324 |
| Distributable Amount (for 2011) | |
| Distributable amount | $311,384 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $311,384 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $157,787 |
| 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 | Boy Scouts Of America, 636 Three Harbors Council | 330 S 84th St, Milwaukee, WI 53214-1468 | WI | 1965-11 | $5,930,986 |
| 2 | Disabled American Veterans | 412 9th Ave S, Onalaska, WI 54650 | WI | 1942-06 | $70,744 |
| 3 | Faith Lutheran Child Care Center Inc | 201 S 4th St, Cameron, WI 54822-9595 | WI | 2011-09 | $19,021 |
| 4 | Habitat For Humanity International Inc | P O Box 389, Spooner, WI 54801 | WI | 1987-01 | $15,617 |
| 5 | International Association Of Lions Clubs | Po Box 32, Presque Isle, WI 54557 | WI | 1940-12 | $15,346 |
| 6 | International Association Of Lions Clubs | W8627 County Road C, Glenbeulah, WI 53023 | WI | 1969-12 | $5,540 |
| 7 | International Association Of Lions Clubs, Rice Lake Lions Club | 315 Washington Ave, Rice Lake, WI 54868 | WI | 1968-02 | $89,893 |
| 8 | Joy Global Retiree Medical Savings Account Employee Pay All | PO BOX 554, Milwaukee, WI 53201-0554 | WI | 2011-11 | $130,122 |
| 9 | Joy Global Retiree Medical Savings Account Employer Pay All | PO BOX 554, Milwaukee, WI 53201-0554 | WI | 2012-03 | $7,385,042 |
| 10 | Ministerial Alliance Against The Digital Divide | PO BOX 1417, Milwaukee, WI 53201-1417 | WI | 2006-05 | $151,002 |
| 11 | Myrtle Sears Trust P64019001 | PO BOX 3038, Milwaukee, WI 53201-3038 | WI | $6,149,994 | |
| 12 | Optimist International | 875 13th Street, Fennimore, WI 53809 | WI | 1966-02 | $31,039 |
| 13 | Optimist International | 223 Ellis Street, Kewaunee, WI 54216 | WI | 1958-07 | $600 |
| 14 | Optimist International, 09051 O C Of Cross Plains Wi | Po Box 64, Cross Plains, WI 53528 | WI | 1958-07 | $5,730 |
| 15 | Order Of The Eastern Star Of The State Of Wisconsin, Order Of The Eastern Star Kinnickinnic Chapter #80 | 221 W Hamilton Drive, River Falls, WI 54022 | WI | 1972-09 | $1,600 |
| 16 | Pi Kappa Alpha Fraternity | 104 Langdon St Apt 1, Madison, WI 53703 | WI | 1941-03 | $218,145 |
| 17 | Prescott Sportsmans Club | 475 Monroe St, Prescott, WI 54021-1980 | WI | 2012-11 | $38,096 |
| 18 | Royal And Select Masters Of Wisconsin Grand Council | 375 State Road 67 Duplex F, Dousman, WI 53118 | WI | 1972-07 | $44,831 |
| 19 | Shermalot Water Ski Club Inc | PO BOX 101, Nekoosa, WI 54457-0101 | WI | 2014-08 | $64,325 |
| 20 | St Mary St Peter St Vincent Dincent De Paul Society | 430 N Johnson St, Pt Washington, WI 53074-1655 | WI | 2007-02 | $10,300 |
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