Lisa W And James J Zenni Jr Foundation, Zenni Lisa W & James Ttees in Lake Forest, 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
| Lisa W And James J Zenni Jr Foundation, Zenni Lisa W & James Ttees | |
| Employer Identification Number (EIN) | 367468262 |
| Name of Organization | Lisa W And James J Zenni Jr Foundation |
| Secondary Name | Zenni Lisa W & James Ttees |
| In Care of Name | Jpmorgan Chase |
| Address | 150 N Field Dr Ste 300, Lake Forest, IL 60045-2587 |
| Subsection | Charitable Organization |
| Ruling Date | 01/2009 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $239 |
| Amount of Income | $70,000 |
| Form 990 Revenue Amount | $9,800 |
| National Taxonomy of Exempt Entities (NTEE) | Community Improvement, Capacity Building: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2012: $70,000 (it was $9,800 in 2011)
| Lisa W And James J Zenni Jr Foundation, Zenni Lisa W & James Ttees: | $70,000 |
| Other organizations performing similar types of work: | $60,000 |
Assets in 2012: $239 (it was $96 in 2011)
| This organization: | $239 |
| Other organizations performing similar types of work: | $38,951 |
Expenses in 2012: $69,857
| This organization: | $69,857 |
| Other organizations performing similar types of work: | $33,868 |
Income to expenses ratio in 2012: 1.0
| This organization: | 1.0 |
| Other organizations performing similar types of work: | 1.2 |
Grants share in income in 2012: 100.0%
| This organization: | 100.0% |
| Other organizations performing similar types of work: | 37.8% |
| 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 | $70,000 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $70,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $69,857 | $0 | $0 | $69,857 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $-143 | $0 | $-143 | |
| Contributions, gifts, grants paid | $70,000 | |||
| Excess of revenue over expenses and disbursements | $143 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $239 | $239 |
| Cash - non-interest-bearing | $239 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $239 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $163 |
| Net value of noncharitable-use assets | $160 |
| Minimum investment return | $8 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Our Lady Of The Rosary Council 8214, 8214 Our Lady Of The Rosary Council | 114 Lincoln Ave, Round Lake, IL 60073-3509 | IL | 2014-08 | $30,006 |
| 2 | Lake City Partnership Council | 133b E Main St, Lake City, SC 29560-2626 | SC | 2011-09 | $13,089,389 |
| 3 | Jumers Community Assistance Fund Inc | 777 Jumer Drive, Rock Island, IL 61201 | IL | 2014-11 | $125,150 |
| 4 | Lake Forest Day Foundation | 9 Market Square, Lake Forest, IL 60045 | IL | 2008-01 | $79,344 |
| 5 | Progressive Business Group Nfp | PO BOX 9256, Peoria, IL 61612-9256 | IL | 2006-05 | $70,310 |
| 6 | Lisa W And James J Zenni Jr Foundation, Zenni Lisa W & James Ttees | 150 N Field Dr Ste 300, Lake Forest, IL 60045-2587 | IL | 2009-01 | $70,000 |
| 7 | Christs Freedom For Haiti | PO BOX 325, Carthage, IL 62321-0325 | IL | 2007-05 | $57,565 |
| 8 | About Face International Inc | 922 W Roscoe St Apt 3, Chicago, IL 60657-2356 | IL | 2008-11 | $0 |
| 9 | Alpha Omega Productions | 430 Wimmer Pl, East St Louis, IL 62205-1819 | IL | 2000-03 | $0 |
| 10 | Amer Institute Of Parliamentarians Educational Foundation | 5634 S Harper Ave, Chicago, IL 60637 | IL | 2003-04 | $0 |
| 11 | Car-X Crazy K Nfp | 2216 S Neil St, Champaign, IL 61820 | IL | 2014-09 | $0 |
| 12 | Foundation For Bolingbrook Parks | 201 Recreation Dr, Bolingbrook, IL 60440-3073 | IL | 2014-08 | $0 |
| 13 | Kiwanis Club Of Mount Prospect Foundation | Po Box 582, Mount Prospect, IL 60056 | IL | 2011-08 | $0 |
| 14 | Myers Family Private Foundation Inc | 416 Main St Commerce Bank Bldg, Peoria, IL 61602 | IL | 2008-05 | $0 |
| 15 | Project Ava | 7364 Kindlewood Dr, Edwardsville, IL 62025-7259 | IL | 2015-02 | $0 |
| 16 | Rotary District 6510 Charities | 852 Cambridge Blvd Room/Suite 100, Ofallon, IL 62269 | IL | 2011-06 | $0 |
| 17 | Second Chance Enterprises Inc | 626 Webster Ave, Wheaton, IL 60187-4332 | IL | 2003-01 | $0 |
| 18 | Silent-Angels | PO BOX 681, Forest Park, IL 60130-0681 | IL | 2013-10 | $0 |
| 19 | Villa Paark Community Foundation | 445 S Monterey, Villa Park, IL 60181 | IL | 2011-01 | $0 |
| 20 | Warsaw Community Coalition Nfp | 705 Lafayette St, Warsaw, IL 62379 | IL | 2012-04 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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