Edward F Rathke Irrevocable Scholarship Trust 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
| Edward F Rathke Irrevocable Scholarship Trust | |
| Employer Identification Number (EIN) | 510187617 |
| Name of Organization | Edward F Rathke Irrevocable Scholarship Trust |
| In Care of Name | Marshall & Isley Trust Company |
| Address | 111 W Monroe St Tax Div 10c, Chicago, IL 60603 |
| Activities | Scholarships (other), Apprentice training, Other instruction and training |
| Subsection | Educational Organization |
| Ruling Date | 05/1976 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $14,096 |
| Amount of Income | $10,780 |
| Form 990 Revenue Amount | $3,765 |
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 | $2,597 | $2,570 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $493 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,104 | |||
| Total expenses and disbursements | $12,572 | $1,781 | $0 | $10,775 |
| Compensation of officers, directors, trustees, etc. | $2,750 | |||
| Total operating and administrative expenses | $3,572 | $1,781 | $1,775 | |
| Contributions, gifts, grants paid | $9,000 | |||
| Excess of revenue over expenses and disbursements | $-9,975 | |||
| Net investment income | $789 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $14,096 | $17,714 |
| 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 | $14,096 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $14,096 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,104 |
| 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 | $8 |
| Total credits and payments | $8 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $8 |
| 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 | $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 | $23,857 |
| Net value of noncharitable-use assets | $23,500 |
| Minimum investment return | $1,175 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,167 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,167 |
| 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 | Edmund N Huyck Foundation Tr P60162008 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1962-06 | $1,112,593 |
| 2 | Edna Beryl Cornell Perpetual Trust | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1998-09 | $18,330 |
| 3 | Edna Faust Eden Home Memorial Trust | 10 S Dearborn 3, Chicago, IL 60603-2300 | IL | 1981-01 | $48,068 |
| 4 | Edna J Meyer Charitable Tr 32-A012-00-7 | 111 W Monroe St Fl 10c, Chicago, IL 60603-4098 | IL | 1988-01 | $27,739 |
| 5 | Edna Louise Mason Scholarship Fund | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1969-08 | $8,739 |
| 6 | Edna W & James E Cooper Tr Funds 3400003000 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | $37,404 | |
| 7 | Edna Weigel Schol Fd | 111 W Monroe St Tax Div 10c, Chicago, IL 60603 | IL | 1996-03 | $7,924 |
| 8 | Edward & Neta Thompson Memorial Scholarship Fund | 111 W Monroe St Tax Div 10c, Chicago, IL 60603 | IL | 2001-09 | $14,816 |
| 9 | Edward A And Josse Hallnan Yopp Foundation | 10 S Dearborn St, Chicago, IL 60603-2300 | IL | 1992-05 | $172,180 |
| 10 | Edward A Johnson Residuary Trust Uw 33010000442760 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1972-03 | $28,678 |
| 11 | Edward F Rathke Irrevocable Scholarship Trust | 111 W Monroe St Tax Div 10c, Chicago, IL 60603 | IL | 1976-05 | $10,780 |
| 12 | Edward G Bustin Charitable Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2001-04 | $246,165 |
| 13 | Edward Lane Murphy Testamentary Trust B | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1988-06 | $4,998 |
| 14 | Edward M Bronner Trust For Rochester Comm Chest 3011074100 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1970-12 | $392,879 |
| 15 | Edward S Gould Charitable Trust 94943016 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1998-02 | $64,759 |
| 16 | Edward Sykes Foundation 12254179 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1970-12 | $128,447 |
| 17 | Edwin E Perkins Foundation T-W 56675-17-6 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1979-10 | $2,469,352 |
| 18 | Edwin J Hoffritz Tr U Par 6 Uw Fbo Ny Hospital Opthalmology Dept | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1974-12 | $77,547 |
| 19 | Edwin J Hoffritz Tr Uw Article Seventh | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1976-09 | $9,292,903 |
| 20 | Eisenberg Family Tr | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 2001-12 | $4,087,912 |
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