Llewellyn Burchell Perpetual Charitable Tr 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
| Llewellyn Burchell Perpetual Charitable Tr | |
| Employer Identification Number (EIN) | 136989806 |
| Name of Organization | Llewellyn Burchell Perpetual Charitable Tr |
| In Care of Name | Jpmorgan Chase Bank Na |
| Address | 10 S Dearborn, Chicago, IL 60603-2300 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Cooperative |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,122,013 |
| Amount of Income | $1,996,296 |
| Form 990 Revenue Amount | $237,801 |
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 | $107,767 | $107,767 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $59,463 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $48,304 | |||
| Total expenses and disbursements | $212,133 | $35,643 | $0 | $171,898 |
| Compensation of officers, directors, trustees, etc. | $46,591 | |||
| Total operating and administrative expenses | $52,133 | $35,643 | $11,898 | |
| Contributions, gifts, grants paid | $160,000 | |||
| Excess of revenue over expenses and disbursements | $-104,366 | |||
| Net investment income | $72,124 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,979,826 | $3,225,326 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,928,990 | |
| Investments-corporate bonds | $831,174 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $11,239 | |
| Other | $208,423 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,979,826 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $48,304 |
| 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 | $721 |
| Total credits and payments | $3,600 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,600 |
| 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 | $2,879 |
| Amount to be credited to 2013 estimated tax | $724 |
| 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 | $3,240,325 |
| Net value of noncharitable-use assets | $3,191,720 |
| Minimum investment return | $159,586 |
| Distributable Amount (for 2012) | |
| Distributable amount | $158,865 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $158,865 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $141,054 |
| 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 | Lillian R Coleman Scholarship Fund Tr Uw 2835174011 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1975-12 | $1,273,072 |
| 2 | Lillian R Marvin Trust Uw | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1972-10 | $76,728 |
| 3 | Lillian Rockwell Endowment Fund | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1962-07 | $52,986 |
| 4 | Lincoln M Knorr Residuary Trust 4411206000 | 10 S Dearborn St, Chicago, IL 60603-2300 | IL | 2000-10 | $8,347,855 |
| 5 | Linda Neville Tr Uw | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1997-12 | $1,109,424 |
| 6 | Lindley S Mann Charitable Tr Ua Fbo Indiana University Foundation | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2005-12 | $63,373 |
| 7 | Linnea Anderson Charitable Trust 6801200400 | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 2002-10 | $320,786 |
| 8 | Little Sisters Of The Poor Trust | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1972-04 | $2,799 |
| 9 | Live Oak Community Cemetery Trust | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1962-05 | $11,137 |
| 10 | Livermore Memorial Fund | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1987-09 | $1,129,775 |
| 11 | Llewellyn Burchell Perpetual Charitable Tr | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1992-10 | $1,996,296 |
| 12 | Lloyd & Roxie Anderson Charitable Trust | 111 W Monroe St, Chicago, IL 60603-4096 | IL | 2000-09 | $815,528 |
| 13 | Lloyd W & Virginia D Rittenhouse Charitable Foundation 1800097500 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 2000-08 | $346,228 |
| 14 | Lon & Jessie Rogers Educational Tr 3402161800 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1972-03 | $5,946,769 |
| 15 | Lona Atkinson Charitable Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1998-11 | $122,086 |
| 16 | Loretta A Wells Nursing Scholarship | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1983-04 | $604,901 |
| 17 | Loretta K Ricker Memorial Fund | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1995-06 | $640,568 |
| 18 | Louis & Rose Klosk Fund Uw L Klost T-7002 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1971-07 | $2,377,862 |
| 19 | Louis P Diefenbach Trust Fund Trust B | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1970-12 | $363,144 |
| 20 | Louise Head Duncan Tr Uw | 10 S Dearborn St Il1-0117, Chicago, IL 60603-2300 | IL | 1993-07 | $4,767,307 |
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