Mcvey Memorial Forest Trust, Trust 1015016697 in Evansville, Indiana (IN)
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 Indiana
| Mcvey Memorial Forest Trust, Trust 1015016697 | |
| Employer Identification Number (EIN) | 356259624 |
| Name of Organization | Mcvey Memorial Forest Trust |
| Secondary Name | Trust 1015016697 |
| In Care of Name | Old National |
| Address | PO BOX 207, Evansville, IN 47702-0207 |
| Activities | Preservation of natural resources (conservation) |
| Subsection | Charitable Organization |
| Ruling Date | 09/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $784,597 |
| Amount of Income | $221,872 |
| Form 990 Revenue Amount | $37,270 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| 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 | $37,270 | $35,397 | $13,567 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,415 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,944 | |||
| Other | $24,911 | |||
| Total expenses and disbursements | $24,834 | $85 | $2,029 | $21,729 |
| Compensation of officers, directors, trustees, etc. | $12,100 | |||
| Total operating and administrative expenses | $24,834 | $85 | $21,729 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $12,436 | |||
| Net investment income | $35,312 | |||
| Adjusted net income | $11,538 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $784,597 | $1,418,266 |
| 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 | $684,293 | |
| Other | $100,304 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $784,597 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $24,911 |
| 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 | $706 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $9 |
| Tax due | $715 |
| 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? | 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 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? | 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 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 | $1,447,131 |
| Net value of noncharitable-use assets | $1,425,420 |
| Minimum investment return | $71,271 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| 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 Indiana | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Mccormick Family Foundation Inc | 2500 Grandview Dr, Vincennes, IN 47591-5024 | IN | 1998-02 | $102,848 |
| 2 | Mcculloch Volunteer Firefighters Assn Inc | 404 Hale Rd, Clarksville, IN 47129-1422 | IN | 1973-08 | $116,138 |
| 3 | Mccutchanville Community Association Inc | 1626 Kings Bridge Rd, Evansville, IN 47725-6519 | IN | 1948-10 | $238,168 |
| 4 | Mccutchanville Volunteer Fire Department Inc | 9219 Petersburg Rd, Evansville, IN 47725-1493 | IN | 2004-02 | $887,681 |
| 5 | Mccutcheon Ffa Parents Network Inc | PO BOX 3835, W Lafayette, IN 47996-3835 | IN | 2008-03 | $55,131 |
| 6 | Mcdialogue Inc | 1350c W Southport Rd, Indianapolis, IN 46217 | IN | 2008-04 | $53,410 |
| 7 | Mckee Foundation Inc | PO BOX 230, Brownsburg, IN 46112-0230 | IN | 1958-07 | $7,025 |
| 8 | Mckenzie Family Foundation Inc | 623 Round Hill Rd, Indianapolis, IN 46260-2915 | IN | 2003-03 | $2,823 |
| 9 | Mckinley Cemetery Assn Inc | 108 W Pearl St, Winamac, IN 46996-1219 | IN | 2004-02 | $24,194 |
| 10 | Mcr Budget Counselors Inc | 9111 Broadway Ste Cc, Merrillville, IN 46410-7010 | IN | 1997-08 | $4,706,466 |
| 11 | Mcvey Memorial Forest Trust, Trust 1015016697 | PO BOX 207, Evansville, IN 47702-0207 | IN | 1988-09 | $221,872 |
| 12 | Meadows Community Foundation Inc | 300 N Meridian St Ste 2700, Indianapolis, IN 46204-1750 | IN | 2008-08 | $575,084 |
| 13 | Meals On Wheels Association Marion Area | 624 S Adams St, Marion, IN 46953-2041 | IN | 1980-12 | $63,480 |
| 14 | Meals On Wheels Association Of Howard County Indiana Inc | PO BOX 6296, Kokomo, IN 46904-6296 | IN | 1975-03 | $70,600 |
| 15 | Meals On Wheels Inc | 708 E Michigan St, Indianapolis, IN 46202-3624 | IN | 1971-06 | $1,226,974 |
| 16 | Meals On Wheels Of Evansville Inc | 3700 Bellemeade Ave Ste 113, Evansville, IN 47714-0106 | IN | 1979-04 | $161,117 |
| 17 | Meals On Wheels Of Hamilton County Inc | 395 Westfield Rd, Noblesville, IN 46060-1425 | IN | 1977-07 | $294,450 |
| 18 | Meals On Wheels Of Hancock County Inc | 1133 W Main St Ste C, Greenfield, IN 46140-1957 | IN | 2000-11 | $128,201 |
| 19 | Meals On Wheels Of Hendricks County Indiana Inc | PO BOX 409, Danville, IN 46122-0409 | IN | 1993-05 | $97,636 |
| 20 | Meals On Wheels Of Muncie Inc, Cindy Digenova Cpa Treasurer | 2401 W University Ave, Muncie, IN 47303-3428 | IN | 1973-06 | $162,104 |
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