Wallace And Olive Briggs Theatre Trust 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
- Organizations performing similar types of work
Wallace And Olive Briggs Theatre Trust Fund | |
Employer Identification Number (EIN) | 616215609 |
Name of Organization | Wallace And Olive Briggs Theatre Trust Fund |
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 | 03/1996 |
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 | $62,365 |
Amount of Income | $3,976 |
Form 990 Revenue Amount | $3,670 |
National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2012: $3,976 (it was $8,551 in 2011)
Wallace And Olive Briggs Theatre Trust Fund: | $3,976 |
Other organizations performing similar types of work: | $72,336 |
Assets in 2012: $62,365 (it was $65,888 in 2011)
This organization: | $62,365 |
Other organizations performing similar types of work: | $239,394 |
Expenses in 2012: $4,318
This organization: | $4,318 |
Other organizations performing similar types of work: | $40,888 |
Income to expenses ratio in 2012: 0.9
Wallace And Olive Briggs Theatre Trust Fund: | 0.9 |
Other organizations performing similar types of work: | 1.4 |
Grants share in income in 2012: 0.0%
This organization: | 0.0% |
Other organizations performing similar types of work: | 0.1% |
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 | $1,086 | $1,095 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $1,095 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $4,318 | $733 | $0 | $3,519 |
Compensation of officers, directors, trustees, etc. | $413 | |||
Total operating and administrative expenses | $1,315 | $733 | $516 | |
Contributions, gifts, grants paid | $3,003 | |||
Excess of revenue over expenses and disbursements | $-3,232 | |||
Net investment income | $362 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $62,365 | $67,543 |
Cash - non-interest-bearing | $437 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $59,944 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $1,984 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $62,365 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-9 |
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 | $7 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $7 |
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? | 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 | $67,400 |
Net value of noncharitable-use assets | $66,380 |
Minimum investment return | $3,319 |
Distributable Amount (for 2012) | |
Distributable amount | $3,312 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $3,312 |
Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
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 | Sylvester H Reed Memorial Trust | PO BOX 1111, Pflugerville, TX 78691-1111 | TX | 1998-01 | $1,242,927 |
2 | Sigma Chi Foundation | 1714 Hinman Ave, Evanston, IL 60201-4517 | IL | 1941-04 | $11,127,580 |
3 | Wessner Foundation | Harrison Held Llp 333 W Wacker, Chicago, IL 60606 | IL | 1998-11 | $2,753,378 |
4 | Austin Special Chicago | 5318 N Elston Ave, Chicago, IL 60630-1611 | IL | 1955-03 | $2,298,582 |
5 | Womens Western Golf Foundation | 6388 Old Oak Rd, Libertyville, IL 60048-9446 | IL | 1972-12 | $733,287 |
6 | Young Chicago Authors | 1180 N Milwaukee 2nd Fl, Chicago, IL 60642-4019 | IL | 1991-10 | $645,525 |
7 | Woodrow W Woods Educational Trust 9357953400 | 10 S Dearborn St Ste 21 Fl, Chicago, IL 60603-2300 | IL | 1997-09 | $379,138 |
8 | Walter E & Orva M Duling Tr | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1995-04 | $283,730 |
9 | Womans Educational Aid Association | C/O Helen Gagel 804 Oakton St 1e, Evanston, IL 60202 | IL | 1980-01 | $227,180 |
10 | Roy L Crume Tr Uw | 111 W Monroe St Tax Div 16w, Chicago, IL 60603 | IL | 1997-02 | $217,700 |
11 | Rotary Club Of Schaumburg-Hoffman Estates Charitable Foundation Inc | PO BOX 958121, Hoffman Est, IL 60195-8121 | IL | 1995-01 | $181,426 |
12 | St Louis Association Of Credit Management | 3005 Tollview Drive, Rolling Meadows, IL 60008-3726 | IL | 1994-06 | $127,666 |
13 | The Arthur E Brown Endowment Scholarship Trust | The National Bank 1523 8th Street, East Moline, IL 61244 | IL | 1997-10 | $90,813 |
14 | Walter & Lois Schuessler Scholarship Foundation | 400 N Mcclurg Ct Apt 3406, Chicago, IL 60611-4388 | IL | 1998-07 | $85,783 |
15 | St Charles Rotary Foundation | C/O John Kunzer 11n221 Romeo Dr, Elgin, IL 60124 | IL | 1995-08 | $76,453 |
16 | Rotary Club Of Wheeling Illinois- Grant Fund | Po Box 75, Wheeling, IL 60090 | IL | 1997-12 | $52,959 |
17 | Security Traders Association Of Chicago Scholarship Fund Inc | 216 W Jackson Blvd No 625, Chicago, IL 60606 | IL | 1992-01 | $51,702 |
18 | The Elizabeth Reller Memorial Scholarship Fund | 300 Washington St, Beardstown, IL 62618-1194 | IL | 1995-10 | $48,401 |
19 | Svi Scholarship Fund | 1000 Adare Dr, Wheaton, IL 60189-6118 | IL | 1995-02 | $45,376 |
20 | The Donald J Doody Foundation | 15 Salt Creek Ln Ste 312, Hinsdale, IL 60521-2964 | IL | 1997-11 | $38,969 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 3,412 |
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