Christian Marius Lauritzen II Charitable Trust

990PF • Fiscal year 2012 • EIN 39-6642995

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

Organization Profile

P O Box 204353201-9668

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$234,419

Flat from 2012

Net Assets

$234,419

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

No earlier filing loaded for comparison.

Expenses

Flat

$16,504

Flat from 2012

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2012

Assets$234,419

Liabilities$0

Net Assets$234,419

Open 2012 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2012

Revenue-

Expenses$16,504

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: May 9, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	FT	$3,484	-	$3,484

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	LATIN SCHOOL OF CHICAGO	SUPPORT OPERATIONS	PUBLIC	CHICAGO, IL, US	$12,209

Filing and Contact Details

Filer

EIN: 39-6642995

Raw XML AppendixShowing 400 of 418 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOther/BookValue	2	35427
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	3	11799
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	4	12232
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	5	10639
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	6	10666
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	7	13153
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	8	43123
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	9	7875
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	10	6563
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	11	15716
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	12	13125
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	13	14688
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	14	15750
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	FIRST AMERN MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	1	TEMPLETON INSTL EMERGING MKT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	2	AMERICAN CENTY INTL BD FDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	3	NUVEEN RE SEC FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	4	NUVEEN INTERMEDIATE TERM
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	5	NUVEEN HIGH INCOME BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	6	NUVEEN MID CAP GRWTH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	7	NUVEEN LARGE CAP GRWTH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	8	NUVEEN INFL PRO SEC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	9	NUVEEN INT'L SELECT FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	10	NUVEEN EQUITY INCOME FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	11	CREDIT SUISSE COMM RET ST CO
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	12	NUVEEN TOTAL RETURN BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	13	NUVEEN SMALL CAP GWTH FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	14	NUVEEN SMALL CAP VALUE FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	15	NUVEEN QUANT ENHANCED CORE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	16	NUVEEN STRATEGIC INCOME I
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	17	ABERDEEN FDS EMRGN MKT INSTL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	18	AMERICAN CENT SMALL CAP VALU
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	19	I SHARES MSCI EAFE INDEX FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	20	NEUBERGER BERMAN GENESIS FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	21	NUVEEN DIVIDEND VALUE FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	22	SCOUT INTERNATIONAL FUND
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.246462
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	13175
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest	0	0
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	13307
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	132
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	13307
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1	0	US BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	4147655016
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	777 E WISCONSIN AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	MILWAUKEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	53202
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	WI
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	n/a
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear1	0	2009
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	true
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied	0	false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials	0	NONE SPECIFIED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	US BANK NA co KAREN CANNISTRA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	1	53201
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	4147656038
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1	0	777 E WISCONSIN AVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City	0	MILWAUKEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode	0	53201
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards	0	EDUCATION INSTITUTIONS ONLY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines	0	NONE
IRS990PF/SupplementaryInformation/ContributingManager	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	12209
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	SUPPORT OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	LATIN SCHOOL OF CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine2	0	MS ANNE HOBBS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	59 W NORTH BLVD STE 1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	606101403
IRS990PF/SupplementaryInformation/ShareholderManager	0	NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	12209
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	1196
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	12111
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	12909
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	0
IRS990PF/UndistributedIncome/ExcessFromYear1	0	0
IRS990PF/UndistributedIncome/ExcessFromYear2	0	0
IRS990PF/UndistributedIncome/ExcessFromYear3	0	0
IRS990PF/UndistributedIncome/ExcessFromYear4	0	0
IRS990PF/UndistributedIncome/PriorYear1	0	2010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	13307
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	11713
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	12111
OtherIncomeSchedule2/OtherIncome/Description	0	2010 ABATEMENT OF ADDT'L 30% EXCISE TAX
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	0
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	1053
TaxesSchedule/Taxes/Amount	0	61
TaxesSchedule/Taxes/Category	0	BALANCE DUE PRIOR YR 990-PF
TaxesSchedule/Taxes/Category	1	FOREIGN TAXES PD ON DIVIDENDS
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	87

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $234,419
Liabilities: $0
Net assets: $234,419
Revenue: -
Expenses: $16,504
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.23	$0.00	$2.23	$0.15	$0.14	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$2.22	$0.00	$2.22	$0.15	$0.14	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$2.21	$0.00	$2.21	$0.20	$0.16	$0.03
2021Detailed filing. Detailed filing data is available for this year.	$2.18	$0.00	$2.18	$0.21	$0.15	$0.06
2020Detailed filing. Detailed filing data is available for this year.	$2.12	$0.00	$2.12	$0.09	$0.16	$0.07
2019Detailed filing. Detailed filing data is available for this year.	$2.19	$0.00	$2.19	$0.10	$0.15	$0.06
2018Detailed filing. Detailed filing data is available for this year.	$2.25	$0.00	$2.25	$0.10	$0.16	$0.06
2017Detailed filing. Detailed filing data is available for this year.	$2.31	$0.00	$2.31	$0.11	$0.15	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$2.35	$0.00	$2.35	$0.07	$0.11	$0.04
2015Detailed filing. Detailed filing data is available for this year.	$2.39	$0.00	$2.39	$0.13	$0.32	$0.19
2014Detailed filing. Detailed filing data is available for this year.	$2.58	$0.00	$2.58	$0.14	$0.09	$0.05
2013Detailed filing. Detailed filing data is available for this year.	$2.53	$0.00	$2.53	$0.35	$0.16	$0.18
2012Detailed filing. Detailed filing data is available for this year.	$2.34	$0.00	$2.34		$0.17
2012Summary only. Only limited summary data is available for this year.	$2.34	$0.00		$0.17	$0.17	$0.00
2011Summary only. Only limited summary data is available for this year.	$2.34	$0.00		$0.09	$0.21	$0.12
2010Detailed filing. Detailed filing data is available for this year.	$2.46	$0.00	$2.46		$0.10