Joseph Lizzadro Family Foundation in Oak Brook, 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
- Other organizations in Illinois
| Joseph Lizzadro Family Foundation | |
| Employer Identification Number (EIN) | 366047939 |
| Name of Organization | Joseph Lizzadro Family Foundation |
| Address | 2215 York Rd Ste 304, Oak Brook, IL 60523-4004 |
| Activities | Other school related activities, Gifts, grants, or loans to other organizations, Hospital |
| Subsection | Charitable Organization |
| Ruling Date | 05/1959 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,586,661 |
| Amount of Income | $314,408 |
| Form 990 Revenue Amount | $83,454 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $65,462 | $65,462 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $8 | |||
| Dividends and interest from securities | $63,214 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,240 | |||
| Total expenses and disbursements | $165,675 | $650 | $0 | $165,025 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $675 | $650 | $25 | |
| Contributions, gifts, grants paid | $165,000 | |||
| Excess of revenue over expenses and disbursements | $-100,213 | |||
| Net investment income | $64,812 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,586,661 | $5,708,840 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,057,687 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $2,528,974 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $5,586,661 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,240 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $648 |
| Total credits and payments | $3,653 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,653 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $3,005 |
| Amount to be credited to 2013 estimated tax | $3,005 |
| Statements Regarding Activities (for 2012) | |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $3,198,841 |
| Net value of noncharitable-use assets | $3,150,860 |
| Minimum investment return | $157,543 |
| Distributable Amount (for 2012) | |
| Distributable amount | $156,895 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $156,895 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | 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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| Other organizations in Illinois | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Joseph F Glidden Homestead And Historical Center | 921 W Lincoln Hwy, Dekalb, IL 60115-3011 | IL | 1996-08 | $33,086 |
| 2 | Hfrx Foundation | 10 S Riverside Plz Ste 700, Chicago, IL 60606-3798 | IL | 2007-04 | $2,215 |
| 3 | Joseph Grossestreuer Charitable Tr, Mcjoynt Timothy J Ttee Et Al Ttee | 1343 Turvey Rd, Downers Grove, IL 60515-4547 | IL | 2003-05 | $5,511 |
| 4 | Joseph H Goldberg Private Foundation | 7901 Nagle Ave, Morton Grove, IL 60053-2714 | IL | 1953-02 | $163,469 |
| 5 | Joseph Hoyt Foundation, C-O Leona Hoyt | 1953 N Howe St, Chicago, IL 60614-5127 | IL | 1991-06 | $6,617 |
| 6 | Joseph J Hohner Scholarship Fund Harris Trust & Savings Bk Ttee | 111 W Monroe St Tax Div 10c, Chicago, IL 60603 | IL | 1977-12 | $299,318 |
| 7 | Joseph Jefferson Award Committee | 3016 Thornwood Ln, Bloomington, IL 61704-2795 | IL | 1970-07 | $76,150 |
| 8 | Joseph L & Sarah S Marcum Foundation | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1987-07 | $3,690,036 |
| 9 | Joseph Levy Family Foundation | 3340 Main St, Skokie, IL 60076-2451 | IL | 1956-12 | $22 |
| 10 | Joseph Linberg And George Obrien Charitable Foundation, Kelly Maureen J Successor Ttee | 77 W Washington St Ste 1405, Chicago, IL 60602-4113 | IL | 2000-12 | $59,605 |
| 11 | Joseph Lizzadro Family Foundation | 2215 York Rd Ste 304, Oak Brook, IL 60523-4004 | IL | 1959-05 | $314,408 |
| 12 | Joseph M Dorgan Memorial Tr | 135 S Lasalle St Il4-135-14-19, Chicago, IL 60603 | IL | $367,323 | |
| 13 | Joseph M Siegman Family Foundation | 240 Whistler Rd Apt 1e, Highland Park, IL 60035-5962 | IL | 1989-10 | $71,963 |
| 14 | Joseph O Rubinelli Family Foundation, Rubinelli J O Ttee | 227 W Monroe St Ste 3100, Chicago, IL 60606-5064 | IL | 1997-01 | $8 |
| 15 | Joseph P And Jeanne M Sullivan Foundation | 175 E Delaware Pl Apt 6805, Chicago, IL 60611-1730 | IL | 1984-09 | $27 |
| 16 | Joseph Perlman Family Foundation | 1032 Oakridge Dr, Glencoe, IL 60022-1133 | IL | 1969-11 | $480,230 |
| 17 | Joseph R And Helen Shaker Family Foundation | 1100 W Lake St, Oak Park, IL 60301-1015 | IL | 1986-12 | $224,288 |
| 18 | Joseph Sears Foundation-A Keniworth School Dist No 38 Supporting Org | 145 Melrose Ave, Kenilworth, IL 60043-1248 | IL | 1980-05 | $100,331 |
| 19 | Joseph Sears School Parents Volunteer Association | 542 Abbotsford Rd, Kenilworth, IL 60043-1161 | IL | 1970-02 | $284,094 |
| 20 | Joseph Valenti Jr Family Foundation | 1115 Golfview Ln, Glenview, IL 60025-3176 | IL | 2008-08 | $65,644 |
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