Robert F And Eva H Dirkes Fund 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
| Robert F And Eva H Dirkes Fund | |
| Employer Identification Number (EIN) | 066387233 |
| Name of Organization | Robert F And Eva H Dirkes Fund |
| In Care of Name | Chase Manhatten Bk Of Ct Ttee |
| Address | 10 S Dearborn, Chicago, IL 60603-2300 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,393,319 |
| Amount of Income | $473,256 |
| Form 990 Revenue Amount | $145,557 |
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 | $85,493 | $84,589 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $28,996 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $56,497 | |||
| Total expenses and disbursements | $97,161 | $10,644 | $0 | $81,909 |
| Compensation of officers, directors, trustees, etc. | $12,770 | |||
| Total operating and administrative expenses | $18,445 | $10,644 | $3,193 | |
| Contributions, gifts, grants paid | $78,716 | |||
| Excess of revenue over expenses and disbursements | $-11,668 | |||
| Net investment income | $73,945 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,419,433 | $1,608,524 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,145,146 | |
| Investments-corporate bonds | $170,439 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $103,848 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,419,433 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $56,497 |
| 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 | $1,479 |
| Total credits and payments | $2,680 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,680 |
| 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 | $1,201 |
| Amount to be credited to 2013 estimated tax | $1,201 |
| 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? | 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 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 | $1,631,367 |
| Net value of noncharitable-use assets | $1,606,900 |
| Minimum investment return | $80,345 |
| Distributable Amount (for 2012) | |
| Distributable amount | $78,866 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $78,866 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $75,672 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Robert & Margaret Nauman Irrev Trust 0503201 Ua 03-29-81 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2001-06 | $307,242 |
| 2 | Robert & Olin P Sory Memorial Fund | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1980-10 | $585,398 |
| 3 | Robert And Ida Nicoll Educational Trust Fund | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1994-01 | $55,524 |
| 4 | Robert C Sessions Tr Ua 476005 6801005200 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1993-06 | $20,662 |
| 5 | Robert E Harrison Memorial Fund, 2600489500 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2005-12 | $172,144 |
| 6 | Robert E Johnston Trust Ua 6857006400 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 2000-11 | $573,060 |
| 7 | Robert E Lee Testamentary Tr 9559079410 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1998-08 | $11,051 |
| 8 | Robert Efroymson Trust For Planned Parenthood & The Indianapolis Fdn | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1991-09 | $143,241 |
| 9 | Robert Ewing Scholarship Trust | 10 S Dearborn Il2-0117, Chicago, IL 60603-2300 | IL | 1951-11 | $54,934 |
| 10 | Robert F & Eva H Dirkes Fund | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1994-10 | $71,845 |
| 11 | Robert F And Eva H Dirkes Fund | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1994-07 | $473,256 |
| 12 | Robert G Wehle Charitable Tr C/O Lincoln First Bank N | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1966-02 | $3,324,429 |
| 13 | Robert Gaffney Tr, Gaffney Thomas P Ttee | 111 W Monroe St Tax Div 10c, Chicago, IL 60603 | IL | 2003-11 | $86,278 |
| 14 | Robert H & Elizabeth M Bolton Endowment Trust | 10 S Dearbon St, Chicago, IL 60603-2300 | IL | $450,330 | |
| 15 | Robert Henry Hughes Testamentary Tr Fund Uw | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1994-04 | $304,984 |
| 16 | Robert Hoffman Charital Tr 81901027 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1990-07 | $497,296 |
| 17 | Robert Layton Jr Tr Uw Fbo Ne Louisiana Univ Dept Of Agriculture | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1979-10 | $259,764 |
| 18 | Robert Robinson Trust For Silver Key Senior Services | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1998-02 | $81,339 |
| 19 | Robert S Mells Scholarship Fund 6846210200 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $136,353 | |
| 20 | Robert S Wilson Md And Helen W Wilson-Harrison County Charitable | PO BOX 1762, Chicago, IL 60690-1762 | IL | 1989-05 | $1 |
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