Myrtle Sears Trust P64019001 in Milwaukee, Wisconsin (WI)

Organization representatives - add corrected or new information about Myrtle Sears Trust P64019001 »

Non-representatives - add comments about Myrtle Sears Trust P64019001»

Myrtle Sears Trust P64019001
Employer Identification Number (EIN)900863969
Name of OrganizationMyrtle Sears Trust P64019001
In Care of NameJpmorgan Chase Bank Na
AddressPO BOX 3038, Milwaukee, WI 53201-3038
Subsection4947(a)(1) - Private Foundation (Form 990PF Filer)
FoundationAll organizations except 501(c)(3)
Tax Period12/2011
Assets$5,000,000 to $9,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 - 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:


CAPTCHA

Your IP address 18.206.13.112 will be logged.

Financial snapshot for 2011 ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements 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 ValueFair 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)
2011201020092008Total
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
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Myrtle Sears Trust P64019001 to others? (optional)
  
Add photo of Myrtle Sears Trust P64019001 (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Wisconsin
IdNameAddressStateEstablishedTotal Income
1Boy Scouts Of America, 636 Three Harbors Council330 S 84th St, Milwaukee, WI 53214-1468WI1965-11$5,930,986
2Disabled American Veterans412 9th Ave S, Onalaska, WI 54650WI1942-06$70,744
3Faith Lutheran Child Care Center Inc201 S 4th St, Cameron, WI 54822-9595WI2011-09$19,021
4Habitat For Humanity International IncP O Box 389, Spooner, WI 54801WI1987-01$15,617
5International Association Of Lions ClubsPo Box 32, Presque Isle, WI 54557WI1940-12$15,346
6International Association Of Lions ClubsW8627 County Road C, Glenbeulah, WI 53023WI1969-12$5,540
7International Association Of Lions Clubs, Rice Lake Lions Club315 Washington Ave, Rice Lake, WI 54868WI1968-02$89,893
8Joy Global Retiree Medical Savings Account Employee Pay AllPO BOX 554, Milwaukee, WI 53201-0554WI2011-11$130,122
9Joy Global Retiree Medical Savings Account Employer Pay AllPO BOX 554, Milwaukee, WI 53201-0554WI2012-03$7,385,042
10Ministerial Alliance Against The Digital DividePO BOX 1417, Milwaukee, WI 53201-1417WI2006-05$151,002
11Myrtle Sears Trust P64019001PO BOX 3038, Milwaukee, WI 53201-3038WI$6,149,994
12Optimist International875 13th Street, Fennimore, WI 53809WI1966-02$31,039
13Optimist International223 Ellis Street, Kewaunee, WI 54216WI1958-07$600
14Optimist International, 09051 O C Of Cross Plains WiPo Box 64, Cross Plains, WI 53528WI1958-07$5,730
15Order Of The Eastern Star Of The State Of Wisconsin, Order Of The Eastern Star Kinnickinnic Chapter #80221 W Hamilton Drive, River Falls, WI 54022WI1972-09$1,600
16Pi Kappa Alpha Fraternity104 Langdon St Apt 1, Madison, WI 53703WI1941-03$218,145
17Prescott Sportsmans Club475 Monroe St, Prescott, WI 54021-1980WI2012-11$38,096
18Royal And Select Masters Of Wisconsin Grand Council375 State Road 67 Duplex F, Dousman, WI 53118WI1972-07$44,831
19Shermalot Water Ski Club IncPO BOX 101, Nekoosa, WI 54457-0101WI2014-08$64,325
20St Mary St Peter St Vincent Dincent De Paul Society430 N Johnson St, Pt Washington, WI 53074-1655WI2007-02$10,300

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Myrtle Sears Trust P64019001 and has no official or unofficial affiliation with Myrtle Sears Trust P64019001