Lloyd & Roxie Anderson Charitable Trust

990PF • Fiscal year 2019 • EIN 73-6254994

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 13, 2020

Organization Profile

111 West Monroe Street Tax Div 12WChicago, IL 60603

(312) 461-5154

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

-3.0%

Higher net margin than 34% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

$22,220

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

-0.3%

Faster asset growth than 39% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

-24%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

Down

$2,912,742

Down $9,863 (-0.3%) from 2018

Net Assets

Down

$2,912,742

Down $9,863 (-0.3%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin34th percentile

Revenue

Down

$304,589

Down $97,885 (-24%) from 2018

Expenses

$313,725

Up $22,986 (+7.9%) from 2018

Net Income

Down

-$9,136

Down $120,871 (-108%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

Highlighted filing

2019

Assets$2,912,742

Liabilities$0

Net Assets$2,912,742

Open 2019 Filing

Operations Trend

Revenue Growth15th percentile

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

Highlighted filing

2019

Revenue$304,589

Expenses$313,725

Net Income-$9,136

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Apr 13, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay51st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$22,220	-	$22,220

Filing and Contact Details

Filer

Filer Name: Anderson Lloyd & Roxie Char Test Tr
EIN: 73-6254994
Phone: 3124615154
Address: 111 WEST MONROE STREET TAX DIV 12W, CHICAGO, IL 60603

Signing Officer

Name: Hector Ahumada
Title: Trustee
Phone: 3124615154
Signed: 2020-04-13
Discuss with paid preparer: Yes

Preparer

Firm: Ernst & Young US Llp
Address: 155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer: Kelly Kowalczyk
Phone: 3128792000

Raw XML Appendix370 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	REV GEORGE M ROWE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	120 E DIVISION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	EL RENO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Union City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	UNION CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	73036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	730900105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	73090
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	284740
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	184213
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	184213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	97940
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	87660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	297457
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	111857
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	97940
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	87660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	296070
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	111857
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	297457
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	185600
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	XXX-XX-XXXX ARIEL APPRECIATION F
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	XXX-XX-XXXX CALVERT BOND FUND-I
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	2	XXX-XX-XXXX CALVERT EQUITY FUND-
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	3	XXX-XX-XXXX DOMINI IMPACT INTL E
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	4	XXX-XX-XXXX ISHARES 1-3 YEAR TRE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	5	XXX-XX-XXXX ISHARES 3-7 YEAR TRE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	6	XXX-XX-XXXX PAYDEN GNMA FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	7	XXX-XX-XXXX TRILLIUM P21 GLBL EQ
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	8	XXX-XX-XXXX VANGUARD REAL EST IN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	9	XXX-XX-XXXX VANGUARD FTSE SOC IN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	10	XXX-XX-XXXX VANGUARD INFLAT PROT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	11	OIL & GAS - FARMERS NATIONAL
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	178911
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	358725
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	2	245628
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	3	326905
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	4	358973
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	5	395664
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	6	150406
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	7	176943
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	8	65378
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	9	300091
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	10	98103
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	11	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	162102
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	367211
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	2	308938
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	3	332667
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	4	359000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	5	403029
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	6	146795
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	7	249934
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	8	73685
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	9	521926
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	10	97380
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	11	667573
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	674
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	55
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	ADJUSTMENT TO BOOK VALUE-ROC
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	TIMING OF INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OIL & GAS - FARMERS NATIONAL
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	208171
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	213672
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	2
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ROUNDING
TaxesSchedule/TaxesDetail/Amt	0	920
TaxesSchedule/TaxesDetail/Amt	1	3868
TaxesSchedule/TaxesDetail/Amt	2	1488
TaxesSchedule/TaxesDetail/Amt	3	49
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt	3	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	3	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	1488
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	49
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	HECTOR AHUMADA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3124615154
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ANDERSON LLOYD & ROXIE CHAR TEST TR
ReturnHeader/Filer/BusinessNameControlTxt	0	ANDE
ReturnHeader/Filer/EIN	0	736254994
ReturnHeader/Filer/PhoneNum	0	3124615154
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	111 WEST MONROE STREET TAX DIV 12W
ReturnHeader/Filer/USAddress/CityNm	0	CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	60606
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3128792000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KELLY KOWALCZYK
ReturnHeader/ReturnTs	0	2020-05-04T17:00:22-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,912,742
Liabilities: $0
Net assets: $2,912,742
Revenue: $304,589
Expenses: $313,725
Net income: -$9,136

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.38	$0.00	$3.38	$0.76	$1.15	$0.38
2023Detailed filing. Detailed filing data is available for this year.	$3.74	$0.00	$3.74	$1.12	$3.10	$1.98
2022Detailed filing. Detailed filing data is available for this year.	$5.65	$0.00	$5.65	$3.23	$0.72	$2.51
2021Detailed filing. Detailed filing data is available for this year.	$3.05	$0.00	$3.05	$0.55	$0.29	$0.27
2020Detailed filing. Detailed filing data is available for this year.	$3.00	$0.00	$3.00	$0.40	$0.32	$0.08
2019Detailed filing. Detailed filing data is available for this year.	$2.91	$0.00	$2.91	$0.30	$0.31	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$2.92	$0.00	$2.92	$0.40	$0.29	$0.11
2015Summary only. Only limited summary data is available for this year.	$2.70	$0.00		$0.35	$0.15	$0.19
2014Summary only. Only limited summary data is available for this year.	$2.51	$0.00		$0.69	$0.13	$0.56
2013Summary only. Only limited summary data is available for this year.	$1.95	$0.00		$0.33	$0.10	$0.23
2012Summary only. Only limited summary data is available for this year.	$1.81	$0.00		$0.08	$0.12	$0.03
2011Detailed filing. Detailed filing data is available for this year.	$1.84	$0.00	$1.84		$0.11
2010Detailed filing. Detailed filing data is available for this year.	$1.64	$0.00	$1.64		$0.09