J Willets Grace Trust 406002100 in Milwaukee, Wisconsin (WI)

Organization representatives - add corrected or new information about J Willets Grace Trust 406002100 »

Non-representatives - add comments about J Willets Grace Trust 406002100»

J Willets Grace Trust 406002100
Employer Identification Number (EIN)166119803
Name of OrganizationJ Willets Grace Trust 406002100
In Care of NameLincoln First Bank Na Trustee
AddressJpmorgan Chase Bankpobox 3038, Milwaukee, WI 53201
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date08/1976
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$100,000 to $499,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$217,858
Amount of Income$126,636
Form 990 Revenue Amount$16,635

Non-representatives - add comments:


Your IP address will be logged.

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$16,635$16,635$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$8
Dividends and interest from securities$5,676
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$13,560$1,973$0$11,449
Compensation of officers, directors, trustees, etc.$2,540
Total operating and administrative expenses$2,796$1,973$685
Contributions, gifts, grants paid$10,764
Excess of revenue over expenses and disbursements$3,075
Net investment income$14,662
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$217,858$220,351
Cash - non-interest-bearing$1,543
Investments-U.S. and state government obligations$0
Investments-corporate stock$112,347
Investments-corporate bonds$93,864
Investments-mortgage loans$0
Total liabilities$1
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$217,858
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$10,951
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$293
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$293
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$238,692
Net value of noncharitable-use assets$235,120
Minimum investment return$11,756
Distributable Amount (for 2011)
Distributable amount$11,463
Undistributed Income (for 2011)
Distributable amount for 2011$11,463
Undistributed income for 2011. This amount must be distributed in 2012$10,778
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
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend J Willets Grace Trust 406002100 to others? (optional)
Add photo of J Willets Grace Trust 406002100 (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Sign in with Twitter
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Wisconsin
IdNameAddressStateEstablishedTotal Income
1J Frank Dobie Library TrustPO BOX 3038, Milwaukee, WI 53201-3038WI1976-02$406,901
2J Garland Tillar TrustJpmorgan Chase Bank Nabox 3038, Milwaukee, WI 53201WI1956-03$741,825
3J I Case Collectors Association IncPO BOX 4, Fairwater, WI 53931-0004WI1989-04$53,393
4J J Keller Foundation Inc3003 Breezewood Ln, Neenah, WI 54956-9611WI1991-03$19,826,750
5J M Mossman Charitable Trust 330711860C/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI1972-06$20,151
6J O Y Ministries IncorporatedN2434 Elgin Club Dr, Lake Geneva, WI 53147-3744WI1987-07$67,364
7J P C Foundation, C-O William B VogtPO BOX 1957, Janesville, WI 53547-1957WI1992-09$305,945
8J Russell Ward And Margaret Ward Scholarsip FundPO BOX 12800, Green Bay, WI 54307-2800WI1989-07$102,546
9J Vernon Steinle And Elmira K Steinle Foundation Inc7200 Washington Ave Ste 102, Mt Pleasant, WI 53406-6516WI1998-11$778,243
10J W Etzelmueller Trust Fund Fbo Tomah Memorial Hospital20151 Blackhawk Ave, Warrens, WI 54666-8603WI1979-02$12,975
11J Willets Grace Trust 406002100Jpmorgan Chase Bankpobox 3038, Milwaukee, WI 53201WI1976-08$126,636
12J Y-Sanders FoundationPO BOX 3038, Milwaukee, WI 53201-3038WI1984-05$1,047,298
13J-Hawk Aquatic Club430 Assembly Ct, Whitewater, WI 53190-1550WI1992-03$53,835
14Ja-Sa Schneck Foundation Inc1249 W Liebau Rd Ste 200, Mequon, WI 53092-3398WI2001-04$1,113
15Jabez Transitional Center Committed To Restoring Lives Inc, Jabez Residence5926 N Teutonia Ave, Milwaukee, WI 53209WI2004-12$0
16Jack And Joan Stein Foundation Inc5400 S 27th St, Milwaukee, WI 53221-3726WI1995-02$908
17Jack Deloss Charitable Trust701 Deming Way Ste 100, Madison, WI 53717-2916WI1991-11$1,231,927
18Jack J And Ruth Inabu Fox Foundation Inc916 Castle Pl, Madison, WI 53703-1579WI1999-10$478
19Jack R Vollertsen TrustPO BOX 2043, Milwaukee, WI 53201-2043WI1999-03$239,227
20Jackie Nitschke Center Foundation630 Cherry St, Green Bay, WI 54301-4931WI1998-09$206,357

faqs.org is not associated with, endorsed by, or sponsored by J Willets Grace Trust 406002100 and has no official or unofficial affiliation with J Willets Grace Trust 406002100