A Keith Brewer Tr, Valleu Trust Co Ttee 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
| A Keith Brewer Tr, Valleu Trust Co Ttee | |
| Employer Identification Number (EIN) | 396432314 |
| Name of Organization | A Keith Brewer Tr |
| Secondary Name | Valleu Trust Co Ttee |
| In Care of Name | Marshall & Ilsley Trust Co |
| Address | 111 W Monroe St Tax Div 10c, Chicago, IL 60603 |
| Subsection | Charitable Organization |
| Ruling Date | 04/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $80,432 |
| Amount of Income | $130,568 |
| Form 990 Revenue Amount | $39,256 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $45,789 | $45,650 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,119 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $42,670 | |||
| Total expenses and disbursements | $117,148 | $1,814 | $0 | $114,625 |
| Compensation of officers, directors, trustees, etc. | $2,750 | |||
| Total operating and administrative expenses | $4,298 | $1,814 | $1,775 | |
| Contributions, gifts, grants paid | $112,850 | |||
| Excess of revenue over expenses and disbursements | $-71,359 | |||
| Net investment income | $43,836 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $80,432 | $108,435 |
| 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 | $80,432 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $80,432 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $42,670 |
| 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 | $438 |
| Total credits and payments | $356 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $356 |
| 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 | $82 |
| 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 | $157,560 |
| Net value of noncharitable-use assets | $155,200 |
| Minimum investment return | $7,760 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,322 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,322 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | A Gift Of Love Charity Inc | 107 South Glenview Drive, Carbondale, IL 62901 | IL | 2006-03 | $21,110 |
| 2 | A H K Foundation | 1245 E Diehl Rd Ste 200, Naperville, IL 60563-4816 | IL | 1994-08 | $583,508 |
| 3 | A Hand Up Inc | 13 Abbey Ct, Chatham, IL 62629-9609 | IL | 1997-07 | $138,661 |
| 4 | A Hand Up Recovery Homes | 4223 W 21st Place, Chicago, IL 60623 | IL | 2004-03 | $34,041 |
| 5 | A Healing Touch Foundation | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1993-05 | $29,526 |
| 6 | A J And M J Browne Family Foundation, Russ Donald J Ttee | 15108 W Hickory Rd, Zion, IL 60099-9525 | IL | 1998-01 | $15,031 |
| 7 | A J Humphreys Tr | 10 S Dearborn, Chicago, IL 60603-2300 | IL | $347,594 | |
| 8 | A J Roslyn Gaines Foundation | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1998-11 | $52,425 |
| 9 | A James Weitzenfeld Memorial Foundation | 430 Caren Dr, Buffalo Grove, IL 60089-1136 | IL | 1967-08 | $153,759 |
| 10 | A K Wells Community Center Inc | 6141 South Fairfield Avenue, Chicago, IL 60629 | IL | 2007-10 | $0 |
| 11 | A Keith Brewer Tr, Valleu Trust Co Ttee | 111 W Monroe St Tax Div 10c, Chicago, IL 60603 | IL | 1987-04 | $130,568 |
| 12 | A Knock At Midnight Inc | 400 W 76th St Ste 206, Chicago, IL 60620-1460 | IL | 2004-03 | $1,378,444 |
| 13 | A L Webster Foundation | PO BOX 946, Danville, IL 61834-0946 | IL | 1950-06 | $250,635 |
| 14 | A Light To The Nations | 100 Morey Dr, Woodridge, IL 60517-8135 | IL | 1985-12 | $509,676 |
| 15 | A Little Bit Of Heaven | 11321 S Wentworth Ave, Chicago, IL 60628-4114 | IL | 2002-11 | $152,190 |
| 16 | A Long Walk Home | 1658 N Milwaukee Ave 104, Chicago, IL 60647-6905 | IL | 2003-03 | $285,359 |
| 17 | A M Huntington Trust Fbo Brookgreen Gardens Pv 3584 | 10 S Dearborn St Il1-0117 Fl 21, Chicago, IL 60603-2300 | IL | 1971-04 | $3,265,578 |
| 18 | A Montgomery Ward Foundation 32 48652-4 | 135 S Lasalle St, Chicago, IL 60603-4177 | IL | 1960-11 | $8,893,028 |
| 19 | A N And Pearl G Barnett Family Foundation | 20 N Wacker Dr Ste 1416, Chicago, IL 60606-2906 | IL | 1989-12 | $633,833 |
| 20 | A N Pritzker Youth Foundation | 71 S Wacker Dr Ste 4600, Chicago, IL 60606-4637 | IL | 1983-07 | $95,000 |


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