Leona Z Rosenberg Charitable Trust, Rosenberg Leona & Robins L Ttees 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
- Organizations performing similar types of work
| Leona Z Rosenberg Charitable Trust, Rosenberg Leona & Robins L Ttees | |
| Employer Identification Number (EIN) | 367251850 |
| Name of Organization | Leona Z Rosenberg Charitable Trust |
| Secondary Name | Rosenberg Leona & Robins L Ttees |
| In Care of Name | Leona Z Rosenberg |
| Address | 175 E Delaware, Chicago, IL 60611-1756 |
| Subsection | Charitable Organization |
| Ruling Date | 01/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $69,381 |
| Amount of Income | $100,374 |
| Form 990 Revenue Amount | $374 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2011: $100,374 (it was $251,754 in 2010)
| This organization: | $100,374 |
| Other organizations performing similar types of work: | $107,771 |
Assets in 2011: $69,381 (it was $109,097 in 2010)
| This organization: | $69,381 |
| Other organizations performing similar types of work: | $292,134 |
Expenses in 2011: $40,090
| Leona Z Rosenberg Charitable Trust, Rosenberg Leona & Robins L Ttees: | $40,090 |
| Other organizations performing similar types of work: | $48,744 |
Income to expenses ratio in 2011: 2.5
| This organization: | 2.5 |
| Other organizations performing similar types of work: | 1.8 |
Expenses 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 | $374 | $374 | $374 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $374 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $40,090 | $2,238 | $2,237 | $35,600 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,490 | $2,238 | $0 | |
| Contributions, gifts, grants paid | $35,600 | |||
| Excess of revenue over expenses and disbursements | $-39,716 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $69,381 | $69,381 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $69,381 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $69,381 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $59,861 |
| Net value of noncharitable-use assets | $58,960 |
| Minimum investment return | $2,948 |
| Distributable Amount (for 2011) | |
| Distributable amount | $2,948 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $2,948 |
| 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 | Searle Freedom Trust | 225 W Washington St 28th Fl, Chicago, IL 60606-2418 | IL | 1999-01 | $10,785,780 |
| 2 | Webber Family Foundation | 3112 Windsor Rd A336, Austin, TX 78703-2350 | TX | 2000-04 | $5,985,789 |
| 3 | Velma Moore T W Charities | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 1999-01 | $2,555,878 |
| 4 | William & Anna Tenenblatt Foundation Inc | 3750 Broadway Pl, Los Angeles, CA 90007-4400 | CA | 2000-04 | $1,924,464 |
| 5 | Water First International | 1904 3rd Ave Ste 1012, Seattle, WA 98101-1123 | WA | 2005-06 | $1,692,165 |
| 6 | The Scholtz Family Foundation | 2591 Windward Way, Naples, FL 34103-4067 | FL | 1999-12 | $1,283,832 |
| 7 | Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee | 1660 N Prospect Ave Unit 1901, Milwaukee, WI 53202-2485 | WI | 1999-01 | $919,334 |
| 8 | Rbo Bragg Charitable Trust Uw | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1999-04 | $595,023 |
| 9 | Raymond H Jr & Bonnie B Hefner Fam Affiliated Fund Of Oc Commmunity | PO BOX 1146, Oklahoma City, OK 73101-1146 | OK | 1999-03 | $571,203 |
| 10 | Mary Lou Mcgrew Charitable Trust | PO BOX 400, Paris, IL 61944-0400 | IL | 1999-01 | $534,784 |
| 11 | The@elliot D Baker Charitable Foundation, Baker Elliot D Ttee | PO BOX 46019, Chicago, IL 60646-0019 | IL | 2000-02 | $407,540 |
| 12 | Anderson Family Foundation | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1999-12 | $366,223 |
| 13 | Mr B Foundation 23-04683, Bogolub Marcia Ttee | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1999-12 | $228,292 |
| 14 | Lynne & Ben Exley Iv Charitable Trust Inc | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1999-04 | $127,452 |
| 15 | Leona Z Rosenberg Charitable Trust, Rosenberg Leona & Robins L Ttees | 175 E Delaware, Chicago, IL 60611-1756 | IL | 1999-01 | $100,374 |
| 16 | Helen Jeanne And Gus Zuehlke Family Foundation, Zuehlke Gus | 111 W Monroe St, Chicago, IL 60603-4096 | IL | 1999-03 | $88,646 |
| 17 | Engel Family Foundation | 525 Circle Ln, Lake Forest, IL 60045-3334 | IL | 1999-02 | $52,841 |
| 18 | Near West Side Reunion | 2836 Downing Ave, Westchester, IL 60154-5119 | IL | 2005-11 | $38,135 |
| 19 | Tyler Volenec Foundation | PO BOX 73, Barrington, IL 60011-0073 | IL | 1999-11 | $8,308 |
| 20 | Mckenna Foundation | 148 De Windt Rd, Winnetka, IL 60093-3744 | IL | 1999-04 | $5 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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