James G Moravec Catholic Diocese Trust 58048210 in Saint Paul, Minnesota (MN)
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 Minnesota
| James G Moravec Catholic Diocese Trust 58048210 | |
| Employer Identification Number (EIN) | 476187677 |
| Name of Organization | James G Moravec Catholic Diocese Trust 58048210 |
| In Care of Name | Trust Tax Services |
| Address | PO BOX 64713, Saint Paul, MN 55164-0713 |
| Subsection | Charitable Organization |
| Ruling Date | 12/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $195,497 |
| Amount of Income | $57,257 |
| Form 990 Revenue Amount | $7,830 |
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 | $5,671 | $5,664 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,226 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $7 | |||
| Other | $438 | |||
| Total expenses and disbursements | $13,969 | $3,287 | $0 | $10,682 |
| Compensation of officers, directors, trustees, etc. | $4,484 | |||
| Total operating and administrative expenses | $4,484 | $3,287 | $1,197 | |
| Contributions, gifts, grants paid | $9,485 | |||
| Excess of revenue over expenses and disbursements | $-8,298 | |||
| Net investment income | $2,377 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $195,497 | $200,608 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $195,278 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $219 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $195,497 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $438 |
| 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 | $24 |
| Total credits and payments | $52 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $52 |
| 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 | $0 |
| Tax due | $0 |
| Overpayment | $28 |
| Amount to be credited to 2013 estimated tax | $24 |
| 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 | $207,398 |
| Net value of noncharitable-use assets | $204,280 |
| Minimum investment return | $10,214 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,190 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,190 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $8,993 |
| 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 Minnesota | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Jain Center Of Minnesota | 18668 Farmstead Cir, Eden Prairie, MN 55347-3531 | MN | 1992-01 | $16,587 |
| 2 | Jam Hops Gymnastics Booster Club | 14216 Lincoln St Ne, Ham Lake, MN 55304-4626 | MN | 2007-04 | $176,290 |
| 3 | Jamaica Minnesota Organization Jmo, None None | P O Box 580726, Minneapolis, MN 55458 | MN | 1997-07 | $0 |
| 4 | James & Paula Tankenoff Foundation | 659 Willoughby Way E, Minnetonka, MN 55305-5345 | MN | 2000-03 | $70,298 |
| 5 | James And Karen Frisell Family Foundation | 324 Woodlawn Ave, Saint Paul, MN 55105-1240 | MN | 2001-08 | $56,752 |
| 6 | James B Omeara & Catherine L Omeara Chritable Trust | 12301 Dupont Ave S, Burnsville, MN 55337-1602 | MN | 1994-09 | $2,576 |
| 7 | James D Leslie Family Foundation, Wells Fargo Bank Mn Na | 575 Kokesh Farms Rd, Maple Plain, MN 55359-9786 | MN | 1999-02 | $678,697 |
| 8 | James E Doherty Seminary Training Fund | PO BOX 64713, Saint Paul, MN 55164-0713 | MN | 2004-08 | $166,950 |
| 9 | James F Bell Foundation | 1818 Oliver Ave S, Minneapolis, MN 55405-2208 | MN | 1959-09 | $288,706 |
| 10 | James G Lindell Irrv Charitable Trust | PO BOX 64713, Saint Paul, MN 55164-0713 | MN | 1993-03 | $100,834 |
| 11 | James G Moravec Catholic Diocese Trust 58048210 | PO BOX 64713, Saint Paul, MN 55164-0713 | MN | 1994-12 | $57,257 |
| 12 | James H & Angeline R Mixner Charity Foundation Inc | 1124 W Lake Ave, Worthington, MN 56187-3004 | MN | 1997-11 | $600 |
| 13 | James House | PO BOX 1865, Willmar, MN 56201-1865 | MN | 2006-07 | $48,195 |
| 14 | James L Madden Hospitality Scholarship Foundation Inc | 11266 Pine Beach Peninsula Rd, Brainerd, MN 56401-2080 | MN | 2003-11 | $14 |
| 15 | James L Reissner Family Foundation | 7808 Creekridge Cir Ste 200, Minneapolis, MN 55439-2615 | MN | 2001-03 | $210,200 |
| 16 | James M Cox Foundation | PO BOX 64713, St Paul, MN 55164-0713 | MN | 1989-03 | $547,166 |
| 17 | James Pohlad Family Foundation | 60 S 6th St Ste 3900, Minneapolis, MN 55402-4439 | MN | 2002-10 | $1 |
| 18 | James R & Betty W Peterson Family Foundation | 18154 Dane Dr, Eden Prairie, MN 55347-3492 | MN | 2001-08 | $1 |
| 19 | James R Thorpe Foundation | 4500 Chicago Ave Apt 101, Minneapolis, MN 55407-3981 | MN | 1975-01 | $2,667,277 |
| 20 | James T Nystrom Foundation | 9300 73rd Ave N, Brooklyn Park, MN 55428-1013 | MN | 1998-02 | $36,671 |
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