Alfred Erk Charitable Education Charitable Trust in Chicago, Illinois (IL)

Organization representatives - add corrected or new information about Alfred Erk Charitable Education Charitable Trust »

Non-representatives - add comments about Alfred Erk Charitable Education Charitable Trust»

Alfred Erk Charitable Education Charitable Trust
Employer Identification Number (EIN)066287322
Name of OrganizationAlfred Erk Charitable Education Charitable Trust
In Care of NameJpmorgan Chase Bank
Address10 S Dearborn, Chicago, IL 60603-2300
ActivitiesScholarships (other)
SubsectionCharitable Organization
Ruling Date01/1987
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period09/2014
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - 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:


CAPTCHA

Your IP address 54.198.134.32 will be logged.

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements 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 ValueFair 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)
2012201120102009Total
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
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Alfred Erk Charitable Education Charitable Trust to others? (optional)
  
Add photo of Alfred Erk Charitable Education Charitable Trust (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Illinois
IdNameAddressStateEstablishedTotal Income
1Alexian Brothers Of America Investment Tr3040 W Salt Creek Ln, Arlington Hts, IL 60005-1069IL2000-10$1,970,518
2Alexian Brothers Of Missouri Inc3040 W Salt Creek Ln, Arlington Hts, IL 60005-1069IL1946-03$27,753
3Alexian Brothers Of St Louis Inc3040 Salt Creek Ln, Arlington Heights, IL 60005IL1946-03$0
4Alexian Brothers Services Inc3040 W Salt Creek Ln, Arlington Hts, IL 60005-1069IL1946-03$1,007,452
5Alexis North Henderson Ambulance ServicePO BOX 563, Alexis, IL 61412-0563IL1974-01$161,115
6Alfred & Lillie Dunlavey Charitable Trust 930004930010 S Dearborn, Chicago, IL 60603-2300IL$149,145
7Alfred & Ruth S Goddard Cripple Childrens Trust Of Arizona10 S Dearborn, Chicago, IL 60603-2300IL2009-05$895,862
8Alfred A Tia J Drummond Foundation10 S Dearborn Fl 21, Chicago, IL 60603-2300IL1982-12$14,471
9Alfred And Donna Bianucci Foundation10724 Christopher Dr, Lemont, IL 60439-8913IL2003-04$3,152
10Alfred And Dorothy Kugel FoundationOne S Wacker Dr, Chicago, IL 60606-4614IL1987-05$1,427
11Alfred Erk Charitable Education Charitable Trust10 S Dearborn, Chicago, IL 60603-2300IL1987-01$55,327
12Alfred Grindon Jr Private Foundation Trust 264110501010 S Dearborn St, Chicago, IL 60603-2300IL$36,343
13Alfred H Shoemake Community Foundation815 S Main St, Princeton, IL 61356-2430IL1980-06$178,220
14Alfred J & Lotte Gruen Foundation1110 N Lake Shore Dr Apt 31n, Chicago, IL 60611-1022IL1975-02$102,847
15Alfred O Hergott Heart Fund Inc1280 Rudolph Rd Apt 2k, Northbrook, IL 60062-1431IL1953-03$2,099
16Alfredo & Ada Capitanini Foundation71 W Monroe St, Chicago, IL 60603-4910IL1992-03$307,673
17Algonquin Area Youth Organization IncPO BOX 265, Algonquin, IL 60102-0265IL1974-07$348,159
18Algonquin Lakes Elementary School P T O1401 Compton Dr, Algonquin, IL 60102IL2003-09$0
19Algonquin Longhouse Inc NfpPO BOX 603, Palatine, IL 60078IL2007-09$0
20Algonquin-Lake In The Hills Interfaith Food Pantry IncPO BOX 7866, Algonquin, IL 60102-7866IL2000-07$879,264

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Alfred Erk Charitable Education Charitable Trust and has no official or unofficial affiliation with Alfred Erk Charitable Education Charitable Trust