Gates Charitable Tr, Gates Jr John S Ttee in Chicago, Illinois (IL)

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Gates Charitable Tr, Gates Jr John S Ttee
Employer Identification Number (EIN)367193328
Name of OrganizationGates Charitable Tr
Secondary NameGates Jr John S Ttee
Address410 N Michigan Ave Ste 333, Chicago, IL 60611-4213
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date11/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$5,807,400
Amount of Income$1,575,942
Form 990 Revenue Amount$772,457
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations

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Amount of income in 2012: $1,575,942 (it was $772,457 in 2011)
This organization: 

Other organizations performing similar types of work: 


Assets in 2012: $5,807,400 (it was $6,259,941 in 2011)
This organization: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$772,457$753,952$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$92,441
Gross rents$0
Gross profit from sales of goods$0
Other income$39,591
Total expenses and disbursements$773,061$45,352$0$727,424
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$59,096$45,352$13,459
Contributions, gifts, grants paid$713,965
Excess of revenue over expenses and disbursements$-604
Net investment income$708,600
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$6,259,941$5,992,895
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$641,913
Investments-corporate bonds$0
Investments-mortgage loans$0
Total liabilities$450,000
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$5,809,941
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$640,425
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$7,086
Total credits and payments$21,776
2011 estimated tax payments and 2010 overpayment credited to 2011$5,776
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$16,000
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$17
Amount to be credited to 2012 estimated tax$14,673
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$6,732,291
Net value of noncharitable-use assets$6,631,300
Minimum investment return$331,565
Distributable Amount (for 2011)
Distributable amount$324,479
Undistributed Income (for 2011)
Distributable amount for 2011$324,479
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
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
IdNameAddressStateEstablishedTotal Income
1Van Andel Institute333 Bostwick Ave Ne, Grand Rapids, MI 49503-2518MI1997-08$1,823,572,667
2Columbia Lutheran Charities, Columbia Memorial Hospital2111 Exchange St, Astoria, OR 97103-3329OR1976-07$68,174,711
3Buttonwood Foundation Inc11 Wall St 21st Floor, New York, NY 10005-1905NY1964-08$1,950,171
4Lauritz Melchior Helden Tenor Foundation2403 Windrow Dr, Princeton, NJ 08540-5019NJ1964-10$1,329,825
5Leonard And Jerry Greenbaum Family Foundation Inc1440 Spring St Nw, Atlanta, GA 30309-2832GA1991-01$803,254
6Nagda Foundation Inc150 Se 17th St Ste 400, Ocala, FL 34471FL1992-07$101,423
7Elk Regional Health System763 Johnsonburg Rd, St Marys, PA 15857-3417PA1994-12$34,199
8Mark Schulman And Esther Schulman Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1990-02$6,176
9Clinton Family Fund5824 S Nashville Ave, Chicago, IL 60638-3323IL1995-06$8,179,222
10Adeline & George Mcqueen Foundation Of 1960 833617470010 S Dearborn, Chicago, IL 60603-2300IL1962-08$8,178,277
11Manne Family Foundation123 N Wacker Drive, Chicago, IL 60606-1743IL1997-07$7,391,278
12Goodman Supporting Foundation30 South Wells No 4049, Chicago, IL 60606-5054IL1995-08$3,293,564
13Aj & Md Ruggiero Memorial Trust10 S Dearborn Il1-0117, Chicago, IL 60603-2300IL1996-05$2,986,864
14Herman & Katherine Peters Foundation Corp351 W Glade Rd, Palatine, IL 60067-6831IL1997-11$2,785,451
15Gertrude A Barnett FoundationPO BOX 803878, Chicago, IL 60680-3878IL1997-10$2,773,939
16Boyle Family Foundation1133 W 35th St, Chicago, IL 60609-1447IL1996-07$2,398,828
17Ellis Foundation IncPO BOX 803878, Chicago, IL 60680-3878IL1996-12$1,664,011
18Gates Charitable Tr, Gates Jr John S Ttee410 N Michigan Ave Ste 333, Chicago, IL 60611-4213IL1997-11$1,575,942
19Lucretia Pyne Charitable TrustPO BOX 803878, Chicago, IL 60680-3878IL$1,400,870
20Clayton A Struve Family Foundation, Struve Clayton TteeC/O Oconnor Partners, Chicago, IL 60603IL1997-12$1,244,422
Number of organizations performing similar types of work
District of Columbia18
North Carolina96
North Dakota2
New Hampshire9
New Jersey117
New Mexico4
New York231
Rhode Island22
South Carolina28
South Dakota2
West Virginia17
Total2,754 is not associated with, endorsed by, or sponsored by Gates Charitable Tr, Gates Jr John S Ttee and has no official or unofficial affiliation with Gates Charitable Tr, Gates Jr John S Ttee