WALTER JACOBS TW FBO BOYS & GIRLS SCOUTS R74243008: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: WALTER JACOBS TW FBO BOYS & GIRLS SCOUTS R74243008 (EIN 61-6181663)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-05-10
IRS object ID: 201141309349302204
Schema version: 2010v3.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-10T16:20:39-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	616181663	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WALTER JACOBS TW FBO BOY & GIRL SCOUTS	BusinessNameLine1
Business Name Line2	R74243008 / 3402295700	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	JACO	NameControl
Phone	4149771210	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O JPMORGAN CHASE BANKNABOX 3038	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53201	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JACK L UDOVICH	Name
Title	AUTHORIZED OFFICER	Title
Phone	4149771210	Phone
Date Signed	2011-05-09	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	C/O JPMORGAN CHASE BANKNABOX 3038	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53201	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	1499915	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1960	YearFormation
State Legal Domicile	IN	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE SUPPORT TO SEND BOY AND GIRL SCOUTS TO SUMMER CAMP.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	1	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	0	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	0	ContributionsGrantsPriorYear
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	0	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	-335301	InvestmentIncomePriorYear
Investment Income Current Year	-21450	InvestmentIncomeCurrentYear
Other Revenue Prior Year	1951	OtherRevenuePriorYear
Other Revenue Current Year	7000	OtherRevenueCurrentYear
Total Revenue Prior Year	-333350	TotalRevenuePriorYear
Total Revenue Current Year	-14450	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	158964	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	146733	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	13659	SalariesEtcPriorYear
Salaries Etc Current Year	16047	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1503	OtherExpensePriorYear
Other Expenses Current Year	1573	OtherExpensesCurrentYear
Total Expenses Prior Year	174126	TotalExpensesPriorYear
Total Expenses Current Year	164353	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-507476	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-178803	RevenuesLessExpensesCY
Total Assets BOY	2742847	TotalAssetsBOY
Total Assets EOY	2565320	TotalAssetsEOY
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	2742847	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	2565320	NetAssetsOrFundBalancesEOY
Mission Description	TO PROVIDE SUPPORT TO SEND BOY AND GIRL SCOUTS TO SUMMER CAMP.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	146733	Expense
Grants	146733	Grants
Description	INCOME DISTRIBUTED TO SUPPORT THE BOY SCOUTS OF AMERICA, LOUISVILLE, KY.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Description	INCOME DISTRIBUTED TO SUPPORT THE KENTUCKYIANA GIRL SCOUT COUNCIL, LOUISVILLE, KY.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	146733	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	1	NbrVotingGoverningBodyMembers
Number Independent Voting Members	0	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	0	ConflictOfInterestPolicy
Whistleblower Policy	0	WhistleblowerPolicy
Document Retention Policy	0	DocumentRetentionPolicy
Compensation Process CEO	0	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	JPMORGAN CHASE BANK NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	3176843272	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1 E OHIO STREET	AddressLine1
City	INDIANAPOLIS	City
State	IN	State
ZIP Code	462041912	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA

Field	Value	IRS element (for citing)
Name Person	JPMORGAN CHASE BANK NA	NamePerson
Title	TRUSTEE	Title
Average Hours Per Week	2.00	AverageHoursPerWeek
Institutional Trustee	X	InstitutionalTrustee
Reportable Comp From Organization	0	ReportableCompFromOrganization
Reportable Comp From Related Orgs	0	ReportableCompFromRelatedOrgs
Other Compensation	0	OtherCompensation

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	0	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	48869	TotalRevenueColumn
Exclusion	$48,869	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1444046	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1514365	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-70319	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-70319	TotalRevenueColumn
Exclusion	-$70,319	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	FEDERAL EXCISE TAX REF	Description
Business Code	900099	BusinessCode
Total Revenue Column	7000	TotalRevenueColumn
Exclusion	$7,000	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	7000	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	-14450	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	-$14,450	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	146733	Total
Program Services	146733	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	16047	Total
Management And General	16047	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	825	Total
Management And General	825	ManagementAndGeneral

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	FOREIGN TAXES WITHHELD	Description
Total	748	Total
Management And General	748	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	164353	Total
Program Services	146733	ProgramServices
Management And General	17620	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	43609	BOY
EOY	63933	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	139982	BOY
EOY	-11787	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	2559256	BOY
EOY	2513174	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2742847	BOY
EOY	2565320	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

Field	Value	IRS element (for citing)
BOY	2742847	BOY
EOY	2565320	EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2742847	BOY
EOY	2565320	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2742847	BOY
EOY	2565320	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-178803	ReconcilationRevenueExpenses
Reconcilation Other Changes	1276	ReconcilationOtherChanges
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	0	FSAudited
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	X	SupportingOrganization509a3
Supporting Org509a3 Type3 Other	X	SupportingOrg509a3Type3Other
Certification Checkbox	X	CertificationCheckbox
Contrib By Controlling Individual	0	ContribByControllingIndividual
Contribution By Related Party	0	ContributionByRelatedParty
Contrib By35 Controlled Entity	0	ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (2 entries)

EINEIN	Type Of OrganizationTypeOfOrganization	Listed In Governing DocListedInGoverningDoc	Supported Organization NotifiedSupportedOrganizationNotified	Organized In USOrganizedInUS	AmountAmount
KENTUCKYIANA GIRL SCOUT COUNCIL LOUISVILLEKY
610444698	9	1	1	1	$71,866
BOY SCOUTS OF AMERICA LOUISVILLE KY
610445839	9	1	1	1	$71,867

Field	Value	IRS element (for citing)
Total Number Of Supported Orgs	2	TotalNumberOfSupportedOrgs
Sum Of Amounts	143733	SumOfAmounts

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	0	TotalOfBookValueLandBuildings

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
KENTUCKYIANA GIRL SCOUT COUNCIL
PO 32335	LOUISVILLE	KY	40202	610444698	501(C)(3)	71866	PROGRAM SUPPORT
BOY SCOUTS OF AMERICA
PO 36273	LOUISVILLE	KY	40202	610445839	501(C)(3)	71867	PROGRAM SUPPORT

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURE FOR MONITORING GRANTS IN THE U.S.:	Identifier
Return Reference	PART I, LINE 2:	ReturnReference
Explanation	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.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11	TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED.
	COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES.	FORM 990, PART VI, SECTION C, LINE 18
	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.	FORM 990, PART VI, SECTION C, LINE 19
CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC	JPMORGAN CHASE BANK, N.A. - P.O. BOX 3038, MILWAUKEE, WI 53201.	FORM 990, PART VII
CHANGES IN NET ASSETS OR FUND BALANCES:	NONDIVIDEND DISTRIBUTIONS/RETURN OF CAPITAL ADJUSTMENT 2,004. ADJUSTMENTS TO CARRYING VALUE/BASIS -728. TOTAL TO FORM 990, PART XI, LINE 5: 1,276.	FORM 990, PART XI, LINE 5: