Alfred Erk Charitable Education Charitable Trust 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
| Alfred Erk Charitable Education Charitable Trust | |
| Employer Identification Number (EIN) | 066287322 |
| Name of Organization | Alfred Erk Charitable Education Charitable Trust |
| In Care of Name | Jpmorgan Chase Bank |
| Address | 10 S Dearborn, Chicago, IL 60603-2300 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 01/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $159,627 |
| Amount of Income | $55,327 |
| Form 990 Revenue Amount | $13,414 |
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 | $3,128 | $3,105 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $4 | |||
| Dividends and interest from securities | $3,027 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $97 | |||
| Total expenses and disbursements | $10,122 | $1,840 | $0 | $7,858 |
| Compensation of officers, directors, trustees, etc. | $2,248 | |||
| Total operating and administrative expenses | $2,826 | $1,840 | $562 | |
| Contributions, gifts, grants paid | $7,296 | |||
| Excess of revenue over expenses and disbursements | $-6,994 | |||
| Net investment income | $1,265 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $157,899 | $169,749 |
| Cash - non-interest-bearing | $251 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $132,552 | |
| Investments-corporate bonds | $19,164 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,932 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $157,899 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $97 |
| 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 | $25 |
| Total credits and payments | $240 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $240 |
| 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 | $215 |
| Amount to be credited to 2013 estimated tax | $215 |
| 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)? | Yes |
| 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 | $168,636 |
| Net value of noncharitable-use assets | $166,100 |
| Minimum investment return | $8,305 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,280 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,280 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $7,718 |
| 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 | Alexian Brothers Of America Investment Tr | 3040 W Salt Creek Ln, Arlington Hts, IL 60005-1069 | IL | 2000-10 | $1,970,518 |
| 2 | Alexian Brothers Of Missouri Inc | 3040 W Salt Creek Ln, Arlington Hts, IL 60005-1069 | IL | 1946-03 | $27,753 |
| 3 | Alexian Brothers Of St Louis Inc | 3040 Salt Creek Ln, Arlington Heights, IL 60005 | IL | 1946-03 | $0 |
| 4 | Alexian Brothers Services Inc | 3040 W Salt Creek Ln, Arlington Hts, IL 60005-1069 | IL | 1946-03 | $1,007,452 |
| 5 | Alexis North Henderson Ambulance Service | PO BOX 563, Alexis, IL 61412-0563 | IL | 1974-01 | $161,115 |
| 6 | Alfred & Lillie Dunlavey Charitable Trust 9300049300 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | $149,145 | |
| 7 | Alfred & Ruth S Goddard Cripple Childrens Trust Of Arizona | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2009-05 | $895,862 |
| 8 | Alfred A Tia J Drummond Foundation | 10 S Dearborn Fl 21, Chicago, IL 60603-2300 | IL | 1982-12 | $14,471 |
| 9 | Alfred And Donna Bianucci Foundation | 10724 Christopher Dr, Lemont, IL 60439-8913 | IL | 2003-04 | $3,152 |
| 10 | Alfred And Dorothy Kugel Foundation | One S Wacker Dr, Chicago, IL 60606-4614 | IL | 1987-05 | $1,427 |
| 11 | Alfred Erk Charitable Education Charitable Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1987-01 | $55,327 |
| 12 | Alfred Grindon Jr Private Foundation Trust 2641105010 | 10 S Dearborn St, Chicago, IL 60603-2300 | IL | $36,343 | |
| 13 | Alfred H Shoemake Community Foundation | 815 S Main St, Princeton, IL 61356-2430 | IL | 1980-06 | $178,220 |
| 14 | Alfred J & Lotte Gruen Foundation | 1110 N Lake Shore Dr Apt 31n, Chicago, IL 60611-1022 | IL | 1975-02 | $102,847 |
| 15 | Alfred O Hergott Heart Fund Inc | 1280 Rudolph Rd Apt 2k, Northbrook, IL 60062-1431 | IL | 1953-03 | $2,099 |
| 16 | Alfredo & Ada Capitanini Foundation | 71 W Monroe St, Chicago, IL 60603-4910 | IL | 1992-03 | $307,673 |
| 17 | Algonquin Area Youth Organization Inc | PO BOX 265, Algonquin, IL 60102-0265 | IL | 1974-07 | $348,159 |
| 18 | Algonquin Lakes Elementary School P T O | 1401 Compton Dr, Algonquin, IL 60102 | IL | 2003-09 | $0 |
| 19 | Algonquin Longhouse Inc Nfp | PO BOX 603, Palatine, IL 60078 | IL | 2007-09 | $0 |
| 20 | Algonquin-Lake In The Hills Interfaith Food Pantry Inc | PO BOX 7866, Algonquin, IL 60102-7866 | IL | 2000-07 | $879,264 |
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