The Elizabeth Morse Charitable Trust 2620341200 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
| The Elizabeth Morse Charitable Trust 2620341200 | |
| Employer Identification Number (EIN) | 366999365 |
| Name of Organization | The Elizabeth Morse Charitable Trust 2620341200 |
| In Care of Name | Jpmorgan Svcs Inc |
| Address | 208 S La Salle St Ste 1660, Chicago, IL 60604-1226 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $41,846,017 |
| Amount of Income | $9,373,993 |
| Form 990 Revenue Amount | $903,642 |
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 | $1,759,725 | $1,947,834 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $827,866 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $7,500 | |||
| Other | $924,359 | |||
| Total expenses and disbursements | $2,289,185 | $257,081 | $0 | $2,027,739 |
| Compensation of officers, directors, trustees, etc. | $424,066 | |||
| Total operating and administrative expenses | $597,864 | $257,081 | $336,418 | |
| Contributions, gifts, grants paid | $1,691,321 | |||
| Excess of revenue over expenses and disbursements | $-529,460 | |||
| Net investment income | $1,690,753 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $41,846,017 | $45,485,365 |
| Cash - non-interest-bearing | $346,100 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $28,069,614 | |
| Investments-corporate bonds | $4,933,996 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $8,162,126 | |
| Other | $334,181 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $41,846,017 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $924,359 |
| 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 | $33,815 |
| Total credits and payments | $26,400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $20,200 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $6,200 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $7,415 |
| 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 | $44,531,247 |
| Net value of noncharitable-use assets | $43,863,280 |
| Minimum investment return | $2,193,164 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,159,349 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,159,349 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,817,188 |
| 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 | The Donald J Doody Foundation | 15 Salt Creek Ln Ste 312, Hinsdale, IL 60521-2964 | IL | 1997-11 | $38,969 |
| 2 | The Donald J Mcauliffe Family Foundation | 5021 Caroline Ave, Western Sprgs, IL 60558-1963 | IL | 1996-04 | $25,024 |
| 3 | The Donnelley Foundation | 333 N Michigan Ave Ste 2200, Chicago, IL 60601-4104 | IL | 1957-07 | $6,061,359 |
| 4 | The Duchossois Family Foundation | 1515 W 22nd St Ste 650, Oak Brook, IL 60523-2026 | IL | 1985-01 | $2,000,524 |
| 5 | The Dunham Fund | 8 E Galena Blvd Ste 202, Aurora, IL 60506-4161 | IL | 2008-09 | $14,466,206 |
| 6 | The Dupage River Salt Creek Work Group | 10 S 404 Knoch Knolls Road, Naperville, IL 60565-5447 | IL | 2007-02 | $367,730 |
| 7 | The Eagle Nature Foundation Ltd | 300 E Hickory St, Apple River, IL 61001-9549 | IL | 1995-12 | $44,075 |
| 8 | The Eagles Nest St Clair County | 5020 State St, E Saint Louis, IL 62205-1358 | IL | 1997-10 | $501,310 |
| 9 | The Education And Research Fund Of The South Central Section Of The | 1100 E Woodfield Rd, Schaumburg, IL 60173-5116 | IL | 1991-05 | $120,648 |
| 10 | The Edward T & Ellen K Dryer Charitable Foundation | PO BOX 803878, Chicago, IL 60680-3878 | IL | 2004-04 | $647,992 |
| 11 | The Elizabeth Morse Charitable Trust 2620341200 | 208 S La Salle St Ste 1660, Chicago, IL 60604-1226 | IL | 1993-06 | $9,373,993 |
| 12 | The Elizabeth Reller Memorial Scholarship Fund | 300 Washington St, Beardstown, IL 62618-1194 | IL | 1995-10 | $48,401 |
| 13 | The Ellis Goodman Family Foundation | 69 Park Ave, Glencoe, IL 60022-1333 | IL | $3,225,177 | |
| 14 | The Emerit E Baker Public Park Trust | PO BOX 424, Kewanee, IL 61443-0424 | IL | 1999-07 | $38,568 |
| 15 | The Episcopal Preschool Inc | 400 E Westminster Rd, Lake Forest, IL 60045-2258 | IL | 2004-07 | $188,605 |
| 16 | The Escape, C-O R M Patton C P A | PO BOX 458, Hillsboro, IL 62049-0458 | IL | 1990-07 | $10,072 |
| 17 | The Evan Michael Mccombs Memorial Foundation, Mccombs Hugh R Jr Et Al Ttee | 189 E Lake Shore Drive, Chicago, IL 60611-6312 | IL | 2004-07 | $6,493 |
| 18 | The Evanosky Foundation | 234 Aspen Lane, Aurora, IL 60504 | IL | 2006-03 | $51,949 |
| 19 | The Executive Club Of Champaign County Inc | PO BOX 61, Champaign, IL 61824-0061 | IL | 1985-07 | $24,082 |
| 20 | The Factory Theater Company | 1621 W Howard St # 23, Chicago, IL 60626-1630 | IL | 2006-07 | $45,483 |
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