2012-07-16T13:36:48-05:00
2011-12-31
990
2011-01-01
616181663
WALTER JACOBS TW FBO BOY & GIRL SCOUTS R74243008
JACO
4149771210
C/O JPMORGAN CHASE BANKNABOX 3038
MILWAUKEE
WI
53201
JACK L UDOVICH
AUTHORIZED OFFICER
4149771210
2012-05-09
2011
2016-02-24 21:20:13Z
C/O JPMORGAN CHASE BANKNABOX 3038
MILWAUKEE
WI
53201
1907375
0
X
N/A
X
1960
IN
TO PROVIDE SUPPORT TO SEND BOY AND GIRL SCOUTS TO SUMMER CAMP.
1
0
0
0
0
0
0
0
0
0
-21450
196386
7000
0
-14450
196386
146733
136746
0
0
16047
15440
0
0
0
1573
2101
164353
154287
-178803
42099
2565320
2607656
0
0
2565320
2607656
TO PROVIDE SUPPORT TO SEND BOY AND GIRL SCOUTS TO SUMMER CAMP.
0
0
68373
68373
INCOME DISTRIBUTED TO SUPPORT THE BOY SCOUTS OF AMERICA, LOUISVILLE, KY.
68373
68373
INCOME DISTRIBUTED TO SUPPORT THE KENTUCKYIANA GIRL SCOUT COUNCIL, LOUISVILLE, KY.
136746
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
X
1
0
0
0
0
0
0
0
0
1
1
0
0
1
0
0
0
0
0
0
X
X
JPMORGAN CHASE BANK NA
2149652098
2200 ROSS AVE FLOOR 05
DALLAS
TX
752012787
X
JPMORGAN CHASE BANK NA
TRUSTEE
2.00
X
0
0
0
0
0
0
0
0
0
0
0
56840
56840
1850535
1710989
139546
139546
139546
196386
0
0
196386
136746
136746
15440
15440
825
825
FOREIGN TAXES WITHHELD
1275
1275
ADR FEE
1
1
154287
136746
17541
0
63933
80784
-11787
114204
2513174
2412668
2565320
2607656
0
0
X
2565320
2607656
0
0
0
0
2565320
2607656
2565320
2607656
X
42099
237
X
0
0
0
X
X
X
0
0
0
KENTUCKYIANA GIRL SCOUT COUNCIL LOUISVILLEKY
610444698
9
1
1
1
68373
BOY SCOUTS OF AMERICA LOUISVILLE KY
610445839
9
1
1
1
68373
2
136746
1
KENTUCKYIANA GIRL SCOUT COUNCIL
PO 32335
LOUISVILLE
KY
40202
610444698
501(C)(3)
68373
PROGRAM SUPPORT
BOY SCOUTS OF AMERICA
PO 36273
LOUISVILLE
KY
40202
610445839
501(C)(3)
68373
PROGRAM SUPPORT
2
0
PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
PART I, LINE 2:
SCHEDULE I, PART I, LINE 2: TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. JPMORGAN CHASE BANK, N.A. HAS A DEDICATED ADMINISTRATIVE SERVICES GROUP DESIGNATED AS THE NATIONAL CHARITABLE ACCOUNT ADMINISTRATION GROUP (NCAA). ADMINISTRATORS IN THIS GROUP FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. NCAA DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, PROVIDING EXPENDITURE RESPONSIBILITY REPORTS AS NEEDED AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST. THIS TRUST IS SUPPORTED BY NCAA AS WELL AS AN INDIVIDUAL TRUST ADMINISTRATOR.
FORM 990, PART VI, SECTION B, LINE 11
TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED.
FORM 990, PART VI, SECTION C, LINE 18
COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES.
FORM 990, PART VI, SECTION C, LINE 19
AS TRUSTEE, JPMORGAN CHASE BANK, N.A., MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATIONS. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JPMORGAN CHASE BANK, N.A., DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY, HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JPMORGAN CHASE BANK, N.A., STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT.
CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
FORM 990, PART VII
JPMORGAN CHASE BANK, N.A. - P.O. BOX 3038, MILWAUKEE, WI 53201.
CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XI, LINE 5:
NONDIVIDEND DISTRIBUTIONS/RETURN OF CAPITAL ADJUSTMENT 238. ROUNDING -1. TOTAL TO FORM 990, PART XI, LINE 5: 237.