E M Beal Tr 301107900 in Milwaukee, Wisconsin (WI)

E M Beal Tr 301107900
Employer Identification Number (EIN)	166059652
Name of Organization	E M Beal Tr 301107900
In Care of Name	Jp Morgan Chase Bank
Address	PO BOX 3038, Milwaukee, WI 53201-3038
Activities	Described in section 509(a)(2) of the Code, Gifts, grants, or loans to other organizations, Other school related activities
Subsection	Charitable Organization
Ruling Date	12/1970
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	08/2011
Assets	$25,000 to $99,999
Income	$1 to $9,999
Filing Requirement	990 - Not required to file (all other) (990-PF required)
Asset Amount	$50,908
Amount of Income	$51,393
Form 990 Revenue Amount	$9,932

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2011)
Total revenue	$9,932	$9,932	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$2
Dividends and interest from securities	$1,311
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$0
Other	$8,619
Total expenses and disbursements	$1,792	$462	$0	$1,314
Compensation of officers, directors, trustees, etc.	$611
Total operating and administrative expenses	$656	$462		$178
Contributions, gifts, grants paid	$1,136
Excess of revenue over expenses and disbursements	$8,140
Net investment income		$9,470
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2011)
Total assets	$50,908	$51,158
Cash - non-interest-bearing	$209
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$16,334
Investments-corporate bonds	$30,061
Investments-mortgage loans	$0
Investments-other	$0
Other	$4,304
Total liabilities	$1
Mortgages and other notes payable	$0
Other	$1
Total liabilities and net assets/fund balances	$50,908

Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income	$8,619
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	$189
Total credits and payments	$0
Any penalty for underpayment of estimated tax	$0
Tax due	$189
Amount to be credited to 2012 estimated tax	$0

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?	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 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	$51,957
Net value of noncharitable-use assets	$51,180
Minimum investment return	$2,559

Distributable Amount (for 2011)
Distributable amount	$2,370

Undistributed Income (for 2011)
Distributable amount for 2011	$2,370
Undistributed income for 2011. This amount must be distributed in 2012	$1,947

	2011	2010	2009	2008	Total
Private Operating Foundations (for 2011)
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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