Sara M Holzer Trust 60119440 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
- Organizations performing similar types of work
| Sara M Holzer Trust 60119440 | |
| Employer Identification Number (EIN) | 066032174 |
| Name of Organization | Sara M Holzer Trust 60119440 |
| In Care of Name | Jpmorgan Chase Bank Na |
| Address | 10 S Dearborn, Chicago, IL 60603-2300 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 08/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $29,591 |
| Amount of Income | $1,279 |
| Form 990 Revenue Amount | $925 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2012: $1,279 (it was $3,536 in 2011)
| Sara M Holzer Trust 60119440: | $1,279 |
| Other organizations performing similar types of work: | $120,021 |
Assets in 2012: $29,591 (it was $30,847 in 2011)
| Sara M Holzer Trust 60119440: | $29,591 |
| Other organizations performing similar types of work: | $470,342 |
Expenses in 2012: $1,896
| This organization: | $1,896 |
| Other organizations performing similar types of work: | $61,754 |
Income to expenses ratio in 2012: 0.7
| Sara M Holzer Trust 60119440: | 0.7 |
| Other organizations performing similar types of work: | 2.0 |
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 | $639 | $674 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $653 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-35 | |||
| Other | $21 | |||
| Total expenses and disbursements | $1,896 | $754 | $0 | $1,133 |
| Compensation of officers, directors, trustees, etc. | $438 | |||
| Total operating and administrative expenses | $1,286 | $754 | $523 | |
| Contributions, gifts, grants paid | $610 | |||
| Excess of revenue over expenses and disbursements | $-1,257 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $29,591 | $31,669 |
| Cash - non-interest-bearing | $298 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $21,117 | |
| Investments-corporate bonds | $7,962 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $214 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $29,591 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $21 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $0 |
| 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? | 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? | Yes |
| 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 | $31,191 |
| Net value of noncharitable-use assets | $30,720 |
| Minimum investment return | $1,536 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,536 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,536 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,013 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Walsh Foundation | 190 S Lasalle St Ste 1700, Chicago, IL 60603-3496 | IL | 1995-06 | $46,605,330 |
| 2 | Renate Hans And Maria Hofmann Trust C/O Robert S Warshaw | 10 S Dearborn Il10111, Chicago, IL 60603-2300 | IL | 1997-07 | $20,790,768 |
| 3 | The King Family Foundation | 1415 W 22nd St Ste 400, Oak Brook, IL 60523-2023 | IL | 1995-03 | $14,678,422 |
| 4 | The Justin And Valerie Blair Potter Foundation | 231 S Lasalle St Il1 231 10 05, Chicago, IL 60697-0001 | IL | 1996-07 | $12,883,153 |
| 5 | Twomey Foundation | 587 90th Ave, Roseville, IL 61473-9795 | IL | 1995-02 | $6,983,497 |
| 6 | Schmidt-Messmer Perpetual Charitable Trust 3402761800 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1996-09 | $3,289,963 |
| 7 | Shirley A Shultz Charitable Trust | 10 S Dearborn Ste 21 Fl, Chicago, IL 60603-2300 | IL | 1995-04 | $2,264,157 |
| 8 | William M Keller Foundation | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1996-09 | $1,664,243 |
| 9 | William & Karen Goodyear Foundation | 135 S Lasalle, Chicago, IL 60603-4177 | IL | 1997-08 | $680,101 |
| 10 | Wagner Family Foundation | 600 Central Ave Ste 365, Highland Park, IL 60035-3257 | IL | 1997-05 | $671,634 |
| 11 | Speiser Family Foundation | 135 S Kensington Ave, La Grange, IL 60525-2214 | IL | 1997-02 | $645,317 |
| 12 | Strachan And Vivian H Donnelley Foundation, Donnelley Strachan Ttee | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1997-09 | $456,517 |
| 13 | The Samuel Eells Literary And Educational Foundaton Inc | 6126 Lincoln Ave, Morton Grove, IL 60053-2965 | IL | 1963-04 | $451,724 |
| 14 | Tamil Nadu Foundation Inc | 1709 Kenyon Dr, Naperville, IL 60565-1715 | IL | 1976-04 | $410,515 |
| 15 | St Lucas Charitable Tr 111594, Regnery Patrick Ttee | 1240 Laurie Ln, Burr Ridge, IL 60527-4825 | IL | 1995-06 | $395,415 |
| 16 | Sumac Foundation Tr, Freebairn Lucrecia B Et Al Ttee | 55 E Pearson St Unit 5005, Chicago, IL 60611-2638 | IL | 1997-10 | $388,403 |
| 17 | Sally And Miles Berger Family Foundation | 350 W Hubbard St Ste 222, Chicago, IL 60654-6977 | IL | 1997-02 | $280,660 |
| 18 | Walter J Burnett Foundation Trust Pt 32324 Nect | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1970-12 | $234,209 |
| 19 | Vibern Foundation, Hank W & M Mckellar & J Dale | 315 Quail Ridge Dr, Westmont, IL 60559-6144 | IL | 1995-08 | $81,005 |
| 20 | The Chapin Foundation, Heimark Craig F Ttee | C/O Oconnor Partners, Chicago, IL 60603 | IL | 1995-03 | $62,336 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,744 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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