Trust U/A 8/23/78 M/B Thomas W Armitage For The Hotchkiss School 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
| Trust U/A 8/23/78 M/B Thomas W Armitage For The Hotchkiss School | |
| Employer Identification Number (EIN) | 066221530 |
| Name of Organization | Trust U/A 8/23/78 M/B Thomas W Armitage For The Hotchkiss School |
| In Care of Name | Jpmorgan Chase Bank Na |
| Address | 10 S Dearborn, Chicago, IL 60603-2300 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1979 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $212,867 |
| Amount of Income | $100,044 |
| Form 990 Revenue Amount | $21,792 |
Non-representatives - add comments:
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 | $2,520 | $4,327 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,333 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $13,666 | $2,367 | $0 | $11,103 |
| Compensation of officers, directors, trustees, etc. | $3,065 | |||
| Total operating and administrative expenses | $3,329 | $2,367 | $766 | |
| Contributions, gifts, grants paid | $10,337 | |||
| Excess of revenue over expenses and disbursements | $-11,146 | |||
| Net investment income | $1,960 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $212,594 | $230,053 |
| Cash - non-interest-bearing | $9,001 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $177,028 | |
| Investments-corporate bonds | $25,257 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,308 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $212,594 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-1,813 |
| 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 | $20 |
| Total credits and payments | $80 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $80 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $60 |
| Amount to be credited to 2013 estimated tax | $20 |
| 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 | $230,678 |
| Net value of noncharitable-use assets | $227,220 |
| Minimum investment return | $11,361 |
| Distributable Amount (for 2012) | |
| Distributable amount | $11,341 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $11,341 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $10,575 |
| 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 | Richard S Page Tr R60780005 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $25,040 | |
| 2 | Trafton M & Maude W Crandall Fdn A | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1966-10 | $44,258 |
| 3 | Trinity Evangelical Lutheran Church | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2001-11 | $318,742 |
| 4 | Tru W Hazel Kidny Item Iv, Tax Section | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $154,812 | |
| 5 | Trust A H Cutler For Morris Plains Library | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1970-12 | $94,347 |
| 6 | Trust For Leo W & Lilyan E Cole Fund Uw | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1976-01 | $557,152 |
| 7 | Trust U N O Mariette Pc Major Aka Mercy Hospital Et Al Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1974-02 | $228,646 |
| 8 | Trust U W Lila Rinker Aka Dr E B Rinker Medical Scholarship Fund | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1974-05 | $195,081 |
| 9 | Trust U W Louis E Winkler Deaf And Blind Fund | 10 S Dearborn, Chicago, IL 60603-2300 | IL | $31,813 | |
| 10 | Trust U W Mary J Proctor Nect | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1970-12 | $200,174 |
| 11 | Trust U/A 8/23/78 M/B Thomas W Armitage For The Hotchkiss School | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1979-01 | $100,044 |
| 12 | Trust Uw J Reich T-4657 Fbo Nyc Police & Fire Dept Chemical Bk Pt | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1972-03 | $36,223 |
| 13 | Trust Uw M Zalles 7-8219 Wells College Etl | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1979-04 | $422,677 |
| 14 | Tw William A Spafard | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $27,291 | |
| 15 | Un H F Wilson Town Springfield Et Al Trust 4092, Hf Wilson Tr Uw Town Of Springfield | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1970-12 | $566,018 |
| 16 | W H Spenadel P62095008, Uja Et Al Tr | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1970-12 | $259,736 |
| 17 | University Of North Dakota Chester Fritz Scholarship Fund Tr P1044900 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1959-05 | $10,431 |
| 18 | University Of Utah Trust P11413005 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | $1,935,166 | |
| 19 | University Of Virginia Trust U/W Of Thomas F Ryan | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1973-06 | $275,916 |
| 20 | Uw L Leighton T-2126 Bide A Wee Home For Animals Tr | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1972-04 | $909,738 |
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