Edgerly Foundation in Chicago, 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
| Edgerly Foundation | |
| Employer Identification Number (EIN) | 043165980 |
| Name of Organization | Edgerly Foundation |
| In Care of Name | Northern Trust Company |
| Address | PO BOX 803878, Chicago, IL 60680-3878 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,825,733 |
| Amount of Income | $948,052 |
| Form 990 Revenue Amount | $55,021 |
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 | $88,507 | $80,825 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $65,901 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $7,682 | |||
| Other | $14,924 | |||
| Total expenses and disbursements | $250,124 | $8,558 | $0 | $241,567 |
| Compensation of officers, directors, trustees, etc. | $7,816 | |||
| Total operating and administrative expenses | $10,374 | $8,558 | $1,817 | |
| Contributions, gifts, grants paid | $239,750 | |||
| Excess of revenue over expenses and disbursements | $-161,617 | |||
| Net investment income | $72,267 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,024,132 | $2,160,214 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $587,137 | |
| Investments-corporate bonds | $1,118,042 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $255,549 | |
| Other | $63,404 | |
| Total liabilities | $1,000 | |
| Mortgages and other notes payable | $0 | |
| Other | $1,000 | |
| Total liabilities and net assets/fund balances | $2,023,132 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $14,924 |
| 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 | $1,445 |
| Total credits and payments | $1,798 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,798 |
| 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 | $353 |
| Amount to be credited to 2013 estimated tax | $353 |
| 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? | 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 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 | $2,150,043 |
| Net value of noncharitable-use assets | $2,117,800 |
| Minimum investment return | $105,890 |
| Distributable Amount (for 2012) | |
| Distributable amount | $104,445 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $104,445 |
| 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 | The Compassionate Friends Saipan Chapter | PO BOX 3696, Oak Brook, IL 60522-3696 | IL | 1979-01 | $1,129,923 |
| 2 | The Connelly Founndation | 333 Cumnor Rd, Kenilworth, IL 60043-1116 | IL | 1994-11 | $20,100 |
| 3 | The Continuous Flame, Religious Research Institute | 1114 E Alder Ln, Mt Prospect, IL 60056-1404 | IL | 1998-02 | $83,164 |
| 4 | The Dale And Edna Walsh Foundation | 2702 Southlawn Dr, Bloomington, IL 61705-4154 | IL | 1996-01 | $1,044 |
| 5 | The David Herro Charitable Foundation | 65 E Goethe St Apt 3w, Chicago, IL 60610-7260 | IL | 1997-01 | $6,604,254 |
| 6 | The Diamond Family Foundation | 1 N Franklin St Ste 900, Chicago, IL 60606-3461 | IL | 1995-11 | $465,903 |
| 7 | Driver Family Reunion Inc | 1710 E 83rd Pl, Chicago, IL 60617-1713 | IL | 2006-09 | $309 |
| 8 | The Earl &betty Fields Automotive Group Foundation Inc | C/O John Fields, Glencoe, IL 60022 | IL | 1995-06 | $1,597,410 |
| 9 | The Ed Posh-Village Links Scholarship Fund Inc | 485 Winchell Way, Glen Ellyn, IL 60137-6326 | IL | 1996-10 | $83,969 |
| 10 | The Edge Ministries Inc | 1366 Main Street, Crete, IL 60417-2997 | IL | 2010-03 | $25,006 |
| 11 | Edgerly Foundation | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1993-05 | $948,052 |
| 12 | The Foxman Family Foundation | 1929 Browning Ct, Highland Park, IL 60035-1657 | IL | 2008-08 | $752,955 |
| 13 | The Mather Possibilities | 1603 Orrington Avenue, Evanston, IL 60201-3841 | IL | 1976-05 | $5,279 |
| 14 | The Growmark Foundation | PO BOX 2500, Bloomington, IL 61702-2500 | IL | 2001-11 | $1,528,644 |
| 15 | The Guzior Family Foundation | 7030 W 63rd St, Chicago, IL 60638-3918 | IL | 2006-02 | $342,077 |
| 16 | The Happy Day Express Inc | 1009 North West Seventh Street, Fairfield, IL 62837 | IL | 2006-04 | $350,423 |
| 17 | The Haven Network For Perinatal Death And Bereavement | 124 N Water St Ste 201, Rockford, IL 61107-3959 | IL | 2004-05 | $157,013 |
| 18 | The Hegeler-Carus Foundation | 315 5th St, Peru, IL 61354-2859 | IL | 1996-03 | $463,260 |
| 19 | The Holocaust Education Foundation | 1 S Wacker Dr Ste 800, Chicago, IL 60606-4650 | IL | 1982-10 | $49,185 |
| 20 | Foundation For Homan Square | 2211 York Rd Ste 207, Oak Brook, IL 60523-4020 | IL | 1996-10 | $344,039 |
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