Thomas W Armitage Tr 082378 R50380006 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
| Thomas W Armitage Tr 082378 R50380006 | |
| Employer Identification Number (EIN) | 066221529 |
| Name of Organization | Thomas W Armitage Tr 082378 R50380006 |
| In Care of Name | Jpmorgan Chase Bank Na |
| Address | 10 S Dearborn, Chicago, IL 60603-2300 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1979 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $218,168 |
| Amount of Income | $101,480 |
| Form 990 Revenue Amount | $22,257 |
Non-representatives - add comments:
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 | $2,737 | $4,440 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,446 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $13,931 | $2,426 | $0 | $11,308 |
| Compensation of officers, directors, trustees, etc. | $3,143 | |||
| Total operating and administrative expenses | $3,409 | $2,426 | $786 | |
| Contributions, gifts, grants paid | $10,522 | |||
| Excess of revenue over expenses and disbursements | $-11,194 | |||
| Net investment income | $2,014 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $217,558 | $235,546 |
| Cash - non-interest-bearing | $8,637 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $183,065 | |
| Investments-corporate bonds | $25,856 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $217,558 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-1,709 |
| 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 | $20 |
| Total credits and payments | $82 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $82 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $62 |
| Amount to be credited to 2013 estimated tax | $20 |
| 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 | $236,046 |
| Net value of noncharitable-use assets | $232,500 |
| Minimum investment return | $11,625 |
| Distributable Amount (for 2012) | |
| Distributable amount | $11,605 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $11,605 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $10,819 |
| 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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| Other organizations in Illinois | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Thelma Emil & Edmund Fahrenkamp Tr | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1995-12 | $183,209 |
| 2 | Theodore And Mabel Thompson Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1998-12 | $185,166 |
| 3 | Theodore P Davis Charitable Trust R76328005 | 10 S Dearborn Il1-0111, Chicago, IL 60603-2300 | IL | $757,584 | |
| 4 | Third Founders Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1982-09 | $9,501 |
| 5 | Thomas And Marlene Hoy Charitable Foundation | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 2010-06 | $35,848 |
| 6 | Thomas C Hand Trust Uw Fbo St Bonaventure Schlarshp Fd | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2004-11 | $226,287 |
| 7 | Thomas Kane Fbo Layman Tithing Foundation 03344009 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1900-01 | $168,349 |
| 8 | Thomas Larson Memorial Trust 2654028710 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 2000-05 | $1,108,137 |
| 9 | Thomas Lyle Williams Trust 77307-06-4 2620206506 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1978-02 | $360,697 |
| 10 | Thomas Lyle Williams Trust 77307-7 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1978-02 | $666,032 |
| 11 | Thomas W Armitage Tr 082378 R50380006 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1979-01 | $101,480 |
| 12 | Thomson Methodist Church Tr | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $350,027 | |
| 13 | Arthur F Thurnau Charitable Trust R64807002 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1981-07 | $4,539,050 |
| 14 | Tibbetts Schsp Trust 408017130 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1983-03 | $29,211 |
| 15 | Timken Co Charitable Trust | 10 S Dearborn St, Chicago, IL 60603-2300 | IL | 1949-10 | $405 |
| 16 | Tom Stockert Foundation 9357817300 | 10 S Dearborn St Ste 21 Fl, Chicago, IL 60603-2300 | IL | 2002-02 | $253,610 |
| 17 | Town Of Creede Trust 1010023110 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1999-06 | $1,464,874 |
| 18 | Tr A Uw R D Brown T 4351 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1971-12 | $560,500 |
| 19 | Tr U W Henry W Eby | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1970-12 | $326,256 |
| 20 | Vill Millbrook Tr Ua Gen Fund R51105006, Chemical Bank Etal Trustees | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1970-12 | $16,658 |
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