Mosette Levin Trust in Michigan City, 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
| Mosette Levin Trust | |
| Employer Identification Number (EIN) | 356031456 |
| Name of Organization | Mosette Levin Trust |
| In Care of Name | Imf Investment Management |
| Address | 515 Franklin Squar, Michigan City, IN 46360-3328 |
| Activities | Hospital, Other health services |
| Subsection | Charitable Organization |
| Ruling Date | 09/1963 |
| 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) (990-PF required) |
| Asset Amount | $686,874 |
| Amount of Income | $111,794 |
| Form 990 Revenue Amount | $35,564 |
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 | $35,564 | $35,564 | $18,613 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $18,226 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $387 | |||
| Other | $16,951 | |||
| Total expenses and disbursements | $33,333 | $6,451 | $4,669 | $26,882 |
| Compensation of officers, directors, trustees, etc. | $9,338 | |||
| Total operating and administrative expenses | $11,120 | $6,451 | $4,669 | |
| Contributions, gifts, grants paid | $22,213 | |||
| Excess of revenue over expenses and disbursements | $2,231 | |||
| Net investment income | $29,113 | |||
| Adjusted net income | $13,944 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $686,874 | $718,432 |
| 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 | $666,750 | |
| Other | $20,124 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $686,874 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $16,951 |
| 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 | $582 |
| Total credits and payments | $720 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $720 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $3 |
| Overpayment | $135 |
| Amount to be credited to 2012 estimated tax | $135 |
| 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? | 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 | $728,169 |
| Net value of noncharitable-use assets | $717,240 |
| Minimum investment return | $35,862 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Morris Park Country Club | Mckinley At Ironwood, South Bend, IN 46615 | IN | 1941-01 | $2,433,226 |
| 2 | Morris Volunteer Fire Association | PO BOX 13, Morris, IN 47033-0013 | IN | 1976-02 | $198,752 |
| 3 | Morristown Area Chamber Of Commerce | PO BOX 476, Morristown, IN 46161-0476 | IN | 1986-12 | $3,855 |
| 4 | Morristown Band Boosters Organization | PO BOX 685, Morristown, IN 46161 | IN | 1989-09 | $0 |
| 5 | Morristown Visionary Committee Inc | PO BOX 110, Morristown, IN 46161 | IN | 2007-10 | $4,080 |
| 6 | Morristown Volunteer Fire Department Inc | P O Box 326, Morristown, IN 46161 | IN | 1979-08 | $0 |
| 7 | Mortar Board Inc, Greater Lafayette In Area Alumni Cl | 9 Elvernan Dr, W Lafayette, IN 47906-9424 | IN | 1945-11 | $0 |
| 8 | Mortar Board Inc, Purdue University | 1198 Third St Krch Rm 365, West Lafayette, IN 47907 | IN | 1945-10 | $202,910 |
| 9 | Morton & Fredrica Frank Family Foundation | PO BOX 207, Evansville, IN 47702-0207 | IN | 2006-11 | $130,934 |
| 10 | Morton Family Foundations Inc, Morton Stanley | 1990 John Bart Rd, Lebanon, IN 46052-1212 | IN | 2001-11 | $0 |
| 11 | Mosette Levin Trust | 515 Franklin Squar, Michigan City, IN 46360-3328 | IN | 1963-09 | $111,794 |
| 12 | Moss Family Foundation Ltd | 1949 Lake Shore Dr, Michigan City, IN 46360-2068 | IN | 2007-01 | $1 |
| 13 | Mother Hubbards Cupboard Inc | 1100 W Allen St, Bloomington, IN 47403-4830 | IN | 2000-04 | $377,075 |
| 14 | Mother Theodore Corporation | 711 Ohio St, Terre Haute, IN 47807-3717 | IN | 1996-08 | $796,029 |
| 15 | Mother Theodore Corporation Ii | 711 Ohio St, Terre Haute, IN 47807-3717 | IN | 2005-12 | $449,020 |
| 16 | Mother Theodore Corporation Iii | 711 Ohio St, Terre Haute, IN 47807-3717 | IN | 2006-11 | $284,012 |
| 17 | Mother Theodore Corporation Iv | 711 Ohio St, Terre Haute, IN 47807-3717 | IN | 2006-11 | $451,602 |
| 18 | Mothers Cupboard Community Kitchen Inc | PO BOX 825, Nashville, IN 47448-0825 | IN | 2005-08 | $91,635 |
| 19 | Mothershead Foundation | 1 American Sq Ste 2000, Indianapolis, IN 46282-0004 | IN | 1992-07 | $1,618,096 |
| 20 | Motivate Our Minds Inc | 2023 E Highland Ave, Muncie, IN 47303-3229 | IN | 1988-09 | $253,885 |
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