Daniel P Smith Trust Co Lincoln First Bank Of Rochester in Milwaukee, Wisconsin (WI)

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Daniel P Smith Trust Co Lincoln First Bank Of Rochester
Employer Identification Number (EIN)166015873
Name of OrganizationDaniel P Smith Trust Co Lincoln First Bank Of Rochester
In Care of NameJp Morgan Chase Bank
AddressPO BOX 3038, Milwaukee, WI 53201-3038
ActivitiesDescribed in section 509(a)(2) of the Code, Gifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date04/1973
DeductibilityContributions are deductible
FoundationOrganizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period08/2011
Assets$25,000 to $99,999
Income$1 to $9,999
Filing Requirement990 - Required to file Form 990-N - Income less than $25,000 per year
Asset Amount$35,447
Amount of Income$2,918
Form 990 Revenue Amount$1,418


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Financial snapshot ($)

Revenue for 2011

Functional expenses for 2011

Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$1,418
Contributions, Gifts, Grants and Other Similar Amounts$0
Program Service Revenue$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$1,144
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$274
Gross amount from sales of assets other than inventory (Securities / Other)$1,774 / $0
Less: cost or other basis and sales expenses (Securities / Other)$1,500 / $0
Gain or (loss) (Securities / Other)$274 / $0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$0
Statement of Functional Expenses (for 2011)
Total functional expenses$1,144
Compensation of current officers, directors, trustees, and key employees$247
Other salaries and wages$0
Payroll taxes$0
Professional fundraising services$0
Other$897
Balance Sheet (for 2011)
Total assets$35,447
Total liabilities$0
Total net assets or fund balances$35,447
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
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