Jeb Fam Char Tr, Burgess John E Ttee in Palatine, 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
- Organizations performing similar types of work
| Jeb Fam Char Tr, Burgess John E Ttee | |
| Employer Identification Number (EIN) | 367190585 |
| Name of Organization | Jeb Fam Char Tr |
| Secondary Name | Burgess John E Ttee |
| In Care of Name | J Sara |
| Address | 807 E Palatine Rd, Palatine, IL 60074-5549 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $115,029 |
| Amount of Income | $40,140 |
| Form 990 Revenue Amount | $33,250 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2011: $40,140 (it was $101,660 in 2010)
| Jeb Fam Char Tr, Burgess John E Ttee: | $40,140 |
| Other organizations performing similar types of work: | $120,160 |
Assets in 2011: $115,029 (it was $98,639 in 2010)
| Jeb Fam Char Tr, Burgess John E Ttee: | $115,029 |
| Other organizations performing similar types of work: | $450,518 |
Expenses in 2011: $16,695
| Jeb Fam Char Tr, Burgess John E Ttee: | $16,695 |
| Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2011: 2.4
| This organization: | 2.4 |
| Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2011: 79.6%
| This organization: | 79.6% |
| Other organizations performing similar types of work: | 8.9% |
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $33,250 | $8,602 | $0 | |
| Contributions, gifts, grants, etc., received | $26,458 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,602 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $16,695 | $450 | $0 | $15,615 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,095 | $450 | $15 | |
| Contributions, gifts, grants paid | $15,600 | |||
| Excess of revenue over expenses and disbursements | $16,555 | |||
| Net investment income | $8,152 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $115,029 | $311,264 |
| Cash - non-interest-bearing | $56,319 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $58,710 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $115,029 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-1,810 |
| 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 | $163 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $163 |
| 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? | No |
| 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 | $315,197 |
| Net value of noncharitable-use assets | $310,460 |
| Minimum investment return | $15,523 |
| Distributable Amount (for 2011) | |
| Distributable amount | $15,360 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $15,360 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Tully Family Foundation | 33 N Dearborn Street, Chicago, IL 60602-3102 | IL | 1998-07 | $15,428,532 |
| 2 | Satter Foundation, Goldman Sach & Co | 500 N Michigan Ave Ste 1700, Chicago, IL 60611-3751 | IL | 1997-10 | $14,664,377 |
| 3 | Sf Foundation | 27 N Wacker Dr, Chicago, IL 60606-2800 | IL | 1997-12 | $12,948,405 |
| 4 | The Virginia W Kettering Foundation | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1997-08 | $7,339,226 |
| 5 | Sacks Family Foundation | 1850 2nd St Ste 201, Highland Park, IL 60035-3176 | IL | 1996-02 | $6,650,200 |
| 6 | The Henri And Flore Lesieur Foundation | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1997-03 | $4,806,823 |
| 7 | Vernon & Marilyn Pflederer Zimmerman Foundation Inc | 7 Greencroft Dr, Champaign, IL 61821-5118 | IL | 1997-04 | $4,460,949 |
| 8 | The John R Houlsby Foundation | 212 Bridle Path Cir, Oak Brook, IL 60523-2615 | IL | 1995-09 | $2,587,522 |
| 9 | Wood Family Foundation | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1995-03 | $2,499,394 |
| 10 | Trott Family Foundation | PO BOX 3016, Chicago, IL 60654-0016 | IL | 1998-02 | $1,448,748 |
| 11 | The Anna Welsh Thornton & Alexander Parker Thornton Charitable Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1998-02 | $1,258,385 |
| 12 | William H & Lois J Mcessy Foundation | 1025 W Everett Road, Lake Forest, IL 60045-2697 | IL | 1996-06 | $1,226,292 |
| 13 | The@itto A Willits Charitable Foundation | Bmo Harris Bank Na, Chicago, IL 60603 | IL | 1998-04 | $1,221,294 |
| 14 | Sheila A Penrose & Ernest Mahaffey Charitable Foundation Inc | 330 N Wabash Ave Ste 2100, Chicago, IL 60611-3673 | IL | 1998-05 | $982,025 |
| 15 | The Hermitage Foundation | One S Dearborn, Chicago, IL 60603-2302 | IL | 1996-06 | $871,878 |
| 16 | Virginia And Tom Gossage Foundation Inc | Us Trust 231 S Lasalle St Il1-231-1, Chicago, IL 60604 | IL | 1997-02 | $811,484 |
| 17 | Rundgren Foundation | 1010 Jorie Blvd, Oak Brook, IL 60523-2215 | IL | 1997-03 | $805,138 |
| 18 | The Marvin And Elaine Gottlieb Family Foundation | 6009 N Milwaukee Ave, Chicago, IL 60646-4709 | IL | 1995-04 | $775,631 |
| 19 | William Van Law Plankey Charitable Endowment Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1997-09 | $647,402 |
| 20 | The Tobey Foundation | 1227 Canterbury Ln, Glenview, IL 60025-3138 | IL | 1996-04 | $606,095 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 5,225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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