Charles & Adella Wiggen Tr 15196173 Memorial Fund Fbo Berkley Divinity, Fbo Schoo St Peters Episcol Church 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
| Charles & Adella Wiggen Tr 15196173 Memorial Fund Fbo Berkley Divinity, Fbo Schoo St Peters Episcol Church | |
| Employer Identification Number (EIN) | 066340110 |
| Name of Organization | Charles & Adella Wiggen Tr 15196173 Memorial Fund Fbo Berkley Divinity |
| Secondary Name | Fbo Schoo St Peters Episcol Church |
| In Care of Name | Chase Manhattan Bank |
| Address | 10 S Dearborn, Chicago, IL 60603-2300 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 10/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $199,841 |
| Amount of Income | $55,467 |
| Form 990 Revenue Amount | $14,292 |
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 | $6,385 | $6,382 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,884 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,501 | |||
| Total expenses and disbursements | $14,417 | $2,298 | $0 | $11,999 |
| Compensation of officers, directors, trustees, etc. | $2,890 | |||
| Total operating and administrative expenses | $3,140 | $2,298 | $722 | |
| Contributions, gifts, grants paid | $11,277 | |||
| Excess of revenue over expenses and disbursements | $-8,032 | |||
| Net investment income | $4,084 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $193,442 | $209,055 |
| Cash - non-interest-bearing | $452 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $139,261 | |
| Investments-corporate bonds | $22,498 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $19,364 | |
| Other | $11,867 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $193,442 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,501 |
| 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 | $41 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $41 |
| 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 | $205,308 |
| Net value of noncharitable-use assets | $202,220 |
| Minimum investment return | $10,111 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,070 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,070 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,480 |
| 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 | Character Counts In Elmhurst Inc | 135 S Palmer Dr Suite 100, Elmhurst, IL 60126 | IL | 2006-04 | $8,415 |
| 2 | Character Matters In Lake County Nfp | 205 Sheridan Rd, Highland Park, IL 60035-5365 | IL | 2002-05 | $467 |
| 3 | As Our Own Nfp | PO BOX 118326, Chicago, IL 60611 | IL | 2007-01 | $2,157,400 |
| 4 | Charisma Programs Inc | 4100 S King Dr, Chicago, IL 60653-2616 | IL | 1992-08 | $210,489 |
| 5 | Charismatic Christian Center International Inc | 3655 N Pacific Ave, Chicago, IL 60634-2003 | IL | 1980-10 | $74,170 |
| 6 | Charitable Fund For Inner City Athletic Equipment Nfp | 50 S Lasalle St, Chicago, IL 60603-1008 | IL | 2005-03 | $48,398 |
| 7 | Charitable Trust Of Lincoln Lodge No 914 B P O E A Corporation, 914 | PO BOX 875, Lincoln, IL 62656-0875 | IL | 1976-04 | $83,166 |
| 8 | Charity Christian Outreach Center | 7329 Southworth Cir, Plainfield, IL 60586-5957 | IL | 2006-05 | $12,408 |
| 9 | Charity Pro-Am Of Rockford Inc | 1400 Eddy Ave, Rockford, IL 61103-3171 | IL | 1986-05 | $343,877 |
| 10 | Charity Stripe | 305 Lee Road, Northbrook, IL 60062 | IL | 2008-07 | $81,660 |
| 11 | Charles & Adella Wiggen Tr 15196173 Memorial Fund Fbo Berkley Divinity, Fbo Schoo St Peters Episcol Church | 10 S Dearborn, Chicago, IL 60603-2300 | IL | $55,467 | |
| 12 | Charles & Blanche Muller Trust 01-28565 | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1986-12 | $147,757 |
| 13 | Charles & Dorothy Brew Foundation | 2401 Indigo Lane, Glenview, IL 60026-1299 | IL | 1998-07 | $30,730 |
| 14 | Charles & Kimberly Hemmer Private Foundation | 416 Main St Ste 1600, Peoria, IL 61602-1178 | IL | 1999-08 | $8,013 |
| 15 | Charles & M R Shapiro Foundation Inc | 191 N Wacker Dr Ste 1800, Chicago, IL 60606-1631 | IL | 1958-03 | $7,680,343 |
| 16 | Charles & Marie Caestecker Foundation | 20 S Clark St Ste 2310, Chicago, IL 60603-1806 | IL | 1960-12 | $197,874 |
| 17 | Charles & Sharon Fruit Foundation Inc | 12 Eagle Ct, Edwardsville, IL 62025-3628 | IL | 2001-02 | $2,633,980 |
| 18 | Charles A Beebe Scholarship Fund | 2306 E Washtn St, Bloomington, IL 61704-4407 | IL | 1978-12 | $218,609 |
| 19 | Charles A Hayes Family Investment Center | 4455 Sching Dr, Chicago, IL 60653 | IL | 1999-03 | $357,384 |
| 20 | Charles Adams Nature Research Foundation 2600230600 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2003-08 | $159,558 |
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