Mabel C Stevens Tr Uw 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
| Mabel C Stevens Tr Uw | |
| Employer Identification Number (EIN) | 066432254 |
| Name of Organization | Mabel C Stevens Tr Uw |
| In Care of Name | Jpmorgan Chase Bank |
| Address | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 |
| Activities | "Unspecified" |
| Subsection | Charitable Organization |
| Ruling Date | 02/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 05/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $351,035 |
| Amount of Income | $133,039 |
| Form 990 Revenue Amount | $10,164 |
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 | $10,164 | $10,163 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $8 | |||
| Dividends and interest from securities | $6,721 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $3,435 | |||
| Total expenses and disbursements | $16,379 | $4,154 | $0 | $12,094 |
| Compensation of officers, directors, trustees, etc. | $5,237 | |||
| Total operating and administrative expenses | $5,594 | $4,154 | $1,309 | |
| Contributions, gifts, grants paid | $10,785 | |||
| Excess of revenue over expenses and disbursements | $-6,215 | |||
| Net investment income | $6,009 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $349,860 | $359,943 |
| Cash - non-interest-bearing | $7,272 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $285,693 | |
| Investments-corporate bonds | $46,781 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $10,114 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $349,860 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,435 |
| 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 | $120 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $120 |
| 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 | $376,163 |
| Net value of noncharitable-use assets | $370,520 |
| Minimum investment return | $18,526 |
| Distributable Amount (for 2012) | |
| Distributable amount | $18,406 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $18,406 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $13,482 |
| 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 | Lulu M Chase Tr Fbo 1st Methodist Church | Jpmorgan Chase Bank 10 S Dearborn, Chicago, IL 60603 | IL | 1970-12 | $15 |
| 2 | Luther T Mccauley Charitable Trust | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1999-10 | $2,836,394 |
| 3 | Lynn Boyd Cowan Test Tr | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1999-12 | $244,056 |
| 4 | Lynne & Ben Exley Iv Charitable Trust Inc | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1999-04 | $127,452 |
| 5 | Lytel Fam Char Np Foundation Tr 2600638600 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 2007-07 | $700,495 |
| 6 | M A & L J Bennett Scholshp Pvt Fdtn Tr | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1990-01 | $1,259,801 |
| 7 | M C Edwards Trust | 10 S Dearborn St, Chicago, IL 60603-2300 | IL | 1967-10 | $6,789 |
| 8 | M Guenther Fbo West Point Cadet Fund | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1970-12 | $120,055 |
| 9 | M Morgan Tr Fbo Riley Hospital | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $463,091 | |
| 10 | Mabel B Hendrickson Charitable Trust 2835640210, Fredbeck Melvin & Brian J Deppe | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1996-08 | $972,459 |
| 11 | Mabel C Stevens Tr Uw | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1997-02 | $133,039 |
| 12 | Mabel M Heid Scholarship | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1992-08 | $35,360 |
| 13 | Mac Naught House Fund Chase Linc Fst Bk Na | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1980-08 | $118,563 |
| 14 | Madalynne F Laux Memorial Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1993-08 | $474,078 |
| 15 | Madeleine Toula Trust Pt7694 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2006-06 | $822,767 |
| 16 | Madison Square Boys Club Trust Pt 9317 Of New York | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1971-05 | $124,733 |
| 17 | Bridewell-Henning Foundation Trust | 360 Green Bay Rd Apt 1c, Winnetka, IL 60093-4032 | IL | 1969-06 | $15,942 |
| 18 | Maltbie Mccosh Delano Fd Fbo M Maltbie | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1972-03 | $79,245 |
| 19 | Maltbie-Macosh-Delano Life Estate T 5184 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $2,393,211 | |
| 20 | Marcella G Teders Tr 2820039300 | 10 S Dearborn Il10117, Chicago, IL 60603-2300 | IL | $4,444 | |
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