Mary A Smith Tr Fbo Canton Methodist Church 24202006 in Milwaukee, Wisconsin (WI)

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Mary A Smith Tr Fbo Canton Methodist Church 24202006
Employer Identification Number (EIN)356557774
Name of OrganizationMary A Smith Tr Fbo Canton Methodist Church 24202006
In Care of NameJpmorgan Chase Bank Na
AddressC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201
ActivitiesEndowment fund or financial services
SubsectionCharitable Organization
Ruling Date12/1993
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$100,000 to $499,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$114,881
Amount of Income$22,746
Form 990 Revenue Amount$2,800


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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$2,800$2,800$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$7
Dividends and interest from securities$2,739
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$54
Total expenses and disbursements$3,863$1,091$0$2,740
Compensation of officers, directors, trustees, etc.$1,455
Total operating and administrative expenses$1,487$1,091$364
Contributions, gifts, grants paid$2,376
Excess of revenue over expenses and disbursements$-1,063
Net investment income$1,709
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$114,881$113,342
Cash - non-interest-bearing$221
Investments-U.S. and state government obligations$102,778
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$11,882
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$114,881
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$54
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$34
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$34
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$116,255
Net value of noncharitable-use assets$114,520
Minimum investment return$5,726
Distributable Amount (for 2011)
Distributable amount$5,692
Undistributed Income (for 2011)
Distributable amount for 2011$5,692
Undistributed income for 2011. This amount must be distributed in 2012$4,708
Private Operating Foundations (for 2011)
2011201020092008Total
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
Other organizations in Wisconsin
IdNameAddressStateEstablishedTotal Income
1Marshfield Medical Center Credit UnionPO BOX 279, Marshfield, WI 54449-0279WI1971-04$12,374,084
2Marshfield Public Library Foundation Inc211 E 2nd St, Marshfield, WI 54449-3702WI1987-10$131,385
3Marshfield Rotary Foundation IncPO BOX 463, Marshfield, WI 54449-0463WI1988-11$142,334
4Marshfield Softball Association IncPO BOX 543, Marshfield, WI 54449-0543WI2001-02$30,872
5Marshfield Youth Hockey Association IncPO BOX 943, Marshfield, WI 54449-0943WI1988-05$178,204
6Marth Foundtion Ltd16452 N Lane Dr, Marathon, WI 54448-9428WI1983-12$5,034
7Martha & Innocent Butz Charitable TrustPO BOX 2132, Madison, WI 53701-2132WI1991-03$445
8Martha C Reith Charitable FoundationC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI2000-10$970,485
9Martha Jones TuwPO BOX 2043, Milwaukee, WI 53201-2043WI$151,524
10Martha Sue Parr TrC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI2004-02$8,899,964
11Martin Family Foundation, Martin Vincent L & Janet D Ttee2601 W Cedar Ln, Milwaukee, WI 53217-1138WI1994-04$3,646,796
12Martin Faust & Edna Faust Sophienburg Memorial TrustC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI$383,119
13Martin J Taub & Irene M Taub Memorial FundPO BOX 3038, Milwaukee, WI 53201-3038WI1995-12$363,729
14Martin Luther King Economic Development Corporation2745 N Martin Luther King Dr Ste 20, Milwaukee, WI 53212-2380WI1995-07$1,764,590
15Marvin P Verhulst Foundation Inc3821 Signature Dr, Middleton, WI 53562-2387WI2002-05$959,704
16Mary A Smith Tr Fbo Canton Methodist Church 24202006C/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI1993-12$22,746
17Mary Alice Yakich Educational Foundation Inc1640 E Elm Rd, Oak Creek, WI 53154-6525WI1999-08$167,882
18Mary B Ledwith Charitable TrPO BOX 3038, Milwaukee, WI 53201-3038WI1989-04$1,505,315
19Mary E Fitz Memorial Park Tr, Steans Phillip M Ttee500 E Main Street, Menomonie, WI 54751-2683WI2002-07$5,003
20Mary E Kale Trut Fboepworth New Methodist Church 2820784500C/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI$17,665
21Mary Ella Jerome Family Foundation Inc1480 E Maple Ave, Barron, WI 54812-1771WI2001-01$253,100
22Mary Ellen And Goff Beach Family Foundation722 Wilder Dr, Madison, WI 53704-6079WI1997-09$80,996
23Mary Ellen Peters Charitable Foundation Inc2 E Mifflin St Ste 200, Madison, WI 53703-4269WI1997-11$11,512
24Mary Emma Fisher Trust 33880006 1st Natl Bank Of Chicago TteePO BOX 3038, Milwaukee, WI 53201-3038WI2003-02$583,920
25Mary Hendrickson Johnson Foundation Inc3082 Red Fox Cir, Colgate, WI 53017-9544WI1989-10$281,173
26Mary House Of Hospitality Inc3559 County Highway G, Wisconsin Dells, WI 53965WI1991-06$40,425
27Mary Howes Woodsmall Memorial For The Encouragement Of The ArtsC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI1952-03$89,430
28Mary Iva Gittins Knouse Trust, U S BankPO BOX 7900, Madison, WI 53707-7900WI1900-01$304,352
29Mary K Stoner Tr Uw 21600PO BOX 3038, Milwaukee, WI 53201WI1977-11$433,726
30Mary Lake Montessori Inc5464 Mary Lake Rd, Waunakee, WI 53597-9121WI1988-01$576,421

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