Elsie Davis Young Tr Uw 10064-4 Ne 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
| Elsie Davis Young Tr Uw 10064-4 Ne | |
| Employer Identification Number (EIN) | 066169120 |
| Name of Organization | Elsie Davis Young Tr Uw 10064-4 Ne |
| In Care of Name | Chase Manhattan Bank |
| Address | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 01/1976 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $588,044 |
| Amount of Income | $244,320 |
| Form 990 Revenue Amount | $53,383 |
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 | $32,629 | $33,374 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,893 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-745 | |||
| Other | $20,481 | |||
| Total expenses and disbursements | $32,163 | $5,906 | $0 | $25,310 |
| Compensation of officers, directors, trustees, etc. | $7,454 | |||
| Total operating and administrative expenses | $11,288 | $5,906 | $4,435 | |
| Contributions, gifts, grants paid | $20,875 | |||
| Excess of revenue over expenses and disbursements | $466 | |||
| Net investment income | $27,468 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $560,411 | $637,214 |
| Cash - non-interest-bearing | $5,421 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $467,456 | |
| Investments-corporate bonds | $67,812 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $19,722 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $560,411 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $20,481 |
| 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 | $549 |
| Total credits and payments | $480 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $480 |
| 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 | $69 |
| 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 | $616,379 |
| Net value of noncharitable-use assets | $607,140 |
| Minimum investment return | $30,357 |
| Distributable Amount (for 2012) | |
| Distributable amount | $29,808 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $29,808 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $4,214 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Positive Pathways Of Chicago in Chicago, IL
 |
Chicago Assembly Foundation in Chicago, IL
 |
|
Wavering Fam Charitable Foundation in Chicago, IL
|
|
Chicago Couture Fashion Week Inc in Chicago, IL
|
|
Lawndale Business Renaissance Association in Chicago, IL
|
|
Frances E Streit Foundation, Peggy A Wagener Ttee in Chicago, IL
|
|
Berea International Nfp in Chicago, IL
|
|
Debre Genet Kidist Mariam Ethiopian Orthodox Tewahido Church Of Chicag in Chicago, IL
|
|
Golden Apple Foundation For Excellence In Teaching in Chicago, IL
|
| Sirmir in Chicago, IL |
| Other organizations in Illinois | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Elizabeth L Scott Tr 23220 Ua Fbo Wabash Co Uw Hugh Mcklandon | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2001-12 | $30,506 |
| 2 | Elizabeth M Schwallie Tr Uw | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1986-04 | $151,498 |
| 3 | Elizabeth Pike Scholarship Fund 666011961 20024144 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1993-10 | $7,509 |
| 4 | Elizabeth Quimby Babbitt Charitable Trust Ua | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1992-11 | $135,739 |
| 5 | Elizabeth Spanton Trust Fbo Old Ladies Home | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2004-05 | $89,892 |
| 6 | Elizabeth Woodruff Charitable Trust Bank Of Wisconsin Trustee | 111 W Monroe St Fl 10c, Chicago, IL 60603-4098 | IL | 1985-01 | $98,694 |
| 7 | Ella And Max Metzger Tr 8336547600 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1982-09 | $88,156 |
| 8 | Ella Maybelle Hockers Trust Uw 36751, 36751 | 10 S Dearborn St, Chicago, IL 60603-2300 | IL | 1973-12 | $592,787 |
| 9 | Elmer Scholarship Fund | 111 W Monroe St Fl 10c, Chicago, IL 60603-4098 | IL | $21,244 | |
| 10 | Elmore And Alyce Kraemer Charitable Trust Dtd 090689 | 111 W Monroe St Tax Div 10c, Chicago, IL 60603 | IL | 1990-07 | $1,039,763 |
| 11 | Elsie Davis Young Tr Uw 10064-4 Ne | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1976-01 | $244,320 |
| 12 | Em Foundation | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 2005-06 | $386,127 |
| 13 | Emaroy June Smith Trust 22521017 Fbo Emaroy June Benevol, 2620058801 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | $953,550 | |
| 14 | Emma A Sheafer Charitable Tr | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1976-02 | $1,519,661 |
| 15 | Emma F Sutton Trust U-W | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2002-12 | $69,851 |
| 16 | Emmett C Grafton Trust Ua Fbo, Bethel Presbyterian Church | 10 S Dearborn, Chicago, IL 60603-2300 | IL | $60,462 | |
| 17 | Emy-Lou Biedenharn Trust 3605201202 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1970-02 | $6,906,001 |
| 18 | Erdis G Robinson Nec Tr 6801000500 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $517,162 | |
| 19 | Ernest B Ellis Foundation | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1994-07 | $826,922 |
| 20 | Estelle Knapp Charitable Tr | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1975-07 | $1,166,408 |
Organization representatives - add corrected or new information about Elsie Davis Young Tr Uw 10064-4 Ne »
Non-representatives - add comments about Elsie Davis Young Tr Uw 10064-4 Ne»