H James & Mary Alexis Fox Charitable Trust 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
| H James & Mary Alexis Fox Charitable Trust | |
| Employer Identification Number (EIN) | 363553411 |
| Name of Organization | H James & Mary Alexis Fox Charitable Trust |
| In Care of Name | Rothman Law Grp |
| Address | 135 S La Salle St Ste 2810, Chicago, IL 60603-4145 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2011 |
| Assets | $1 to $9,999 |
| Income | $0 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $1 |
| Amount of Income | $0 |
| Form 990 Revenue Amount | $0 |
Non-representatives - add comments:
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $0 | $0 | $0 | |
| Total expenses and disbursements | $2,339 | $1,170 | $0 | $1,169 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,339 | $1,170 | $1,169 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-2,339 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1 | $0 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $0 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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? | No |
| 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 | $1,852 |
| Net value of noncharitable-use assets | $1,820 |
| Minimum investment return | $91 |
| Distributable Amount (for 2011) | |
| Distributable amount | $91 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $91 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | H D & D O Murphy Foundation | 640 Winnetka Mews Apt 104, Winnetka, IL 60093-1956 | IL | 1969-01 | $1,268 |
| 2 | H E A R T Organization | PO BOX 845, Bolingbrook, IL 60440-8601 | IL | 2002-06 | $122,129 |
| 3 | H E L P | 220 E Adams St, Rushville, IL 62681-1106 | IL | 1991-08 | $53,669 |
| 4 | H E L P For Mom | 411 S Fritz St, Lebanon, IL 62254-1638 | IL | 1981-12 | $238,410 |
| 5 | H E Slavick Neurological Foundation | 8 S Michigan Ave Ste 1505, Chicago, IL 60603-3364 | IL | 2003-11 | $2,635 |
| 6 | H Foundation | 60 S La Grange Rd, La Grange, IL 60525-2429 | IL | 2002-05 | $581,396 |
| 7 | H H Harris Foundation | 333 W Wacker Dr Ste 2000, Chicago, IL 60606-1288 | IL | 1968-02 | $1,696,059 |
| 8 | H J Aden Educational Trust First Natl Bank Ttee | PO BOX 470, Petersburg, IL 62675-0470 | IL | 1958-08 | $262 |
| 9 | H J Bell Scholarship Trust | PO BOX 400, Paris, IL 61944-0400 | IL | 2000-03 | $2,306 |
| 10 | H Jack Hunkele Foundation | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1992-10 | $80,363 |
| 11 | H James & Mary Alexis Fox Charitable Trust | 135 S La Salle St Ste 2810, Chicago, IL 60603-4145 | IL | 1988-03 | $0 |
| 12 | H Kramer Foundation | 1339 W 21st St, Chicago, IL 60608-3111 | IL | 1968-03 | $1 |
| 13 | H L Red Harvill Education Foundation Inc | 3250 N Arlington Heights Rd, Arlington Heights, IL 60004-1500 | IL | 1982-08 | $0 |
| 14 | H Malcolm Macdonald Charitable Tr, Long Joe R | PO BOX 803878, Chicago, IL 60680-3878 | IL | 2000-01 | $1,625,924 |
| 15 | H Mitchell & Margaret L Harper Foundation | 248 Avon Ave, Northfield, IL 60093-3209 | IL | 1964-11 | $18,347 |
| 16 | Hope Of Ogle County | PO BOX 131, Rochelle, IL 61068-0131 | IL | 1986-02 | $697,053 |
| 17 | H O P E Organization | 9231 S Cottage Grove Ave, Chicago, IL 60619-7705 | IL | 2002-03 | $546,981 |
| 18 | H S F Basketball Inc | PO BOX 313, Highwood, IL 60040-0313 | IL | 1994-11 | $29,017 |
| 19 | H S S Foundation | 141 W Jackson Blvd Ste 300, Chicago, IL 60604-3123 | IL | 1987-06 | $850 |
| 20 | H T Bell Farm Trust | PO BOX 400, Paris, IL 61944-0400 | IL | 2002-04 | $87,922 |
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