Lewis A & Eleanor Shay Donaldson Trust First Natl Bk Of Chicago Tte

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,970
Expenses
$23,105
Net Income
-$2,135
Net Assets
$78,137
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $404
1.9%
Interest Revenue $0
Dividends $2,346
11.2%
Sales of Assets $18,220
86.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,634
98.0%
Compensation of Officers* $404
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $78,137
Total Liabilities $0
Net Assets $78,137
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $404 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,698
Expenses
$22,989
Net Income
-$11,291
Net Assets
$80,293
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,265
19.4%
Interest Revenue $0
Dividends $2,717
23.2%
Sales of Assets $6,716
57.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,642
98.5%
Compensation of Officers* $423
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $80,293
Total Liabilities $0
Net Assets $80,293
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $423 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,239
Expenses
$23,067
Net Income
-$15,828
Net Assets
$91,580
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $518
7.2%
Interest Revenue $0
Dividends $2,498
34.5%
Sales of Assets $4,199
58.0%
Other Income $24
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,678
98.3%
Compensation of Officers* $518
2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $91,580
Total Liabilities $0
Net Assets $91,580
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $518 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,950
Expenses
$23,467
Net Income
-$11,517
Net Assets
$107,395
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $591
4.9%
Interest Revenue $0
Dividends $3,008
25.2%
Sales of Assets $8,027
67.2%
Other Income $324
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,706
96.8%
Compensation of Officers* $591
2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $107,395
Total Liabilities $0
Net Assets $107,395
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $591 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,498
Expenses
$23,213
Net Income
-$16,715
Net Assets
$118,862
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $567
8.7%
Interest Revenue $0
Dividends $2,975
45.8%
Sales of Assets $2,956
45.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,697
97.8%
Compensation of Officers* $567
2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $118,863
Total Liabilities $1
Net Assets $118,862
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $567 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,463
Expenses
$23,609
Net Income
-$17,146
Net Assets
$135,564
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $477
7.4%
Interest Revenue $0
Dividends $3,892
60.2%
Sales of Assets $2,094
32.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,675
96.0%
Compensation of Officers* $477
2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $135,565
Total Liabilities $1
Net Assets $135,564
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $477 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,773
Expenses
$23,282
Net Income
$10,491
Net Assets
$152,694
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,784
11.2%
Sales of Assets $29,989
88.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,705
97.5%
Compensation of Officers* $565
2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $152,694
Total Liabilities $0
Net Assets $152,694
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase (Trustee) $565 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,903
Expenses
$23,125
Net Income
-$11,222
Net Assets
$141,855
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,254
35.7%
Sales of Assets $7,652
64.3%
Other Income -$3
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,700
98.2%
Compensation of Officers* $553
2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $141,855
Total Liabilities $0
Net Assets $141,855
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $553 $0

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,646
Expenses
$23,502
Net Income
-$16,856
Net Assets
$170,481
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,045
60.9%
Sales of Assets $2,590
39.0%
Other Income $11
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,740
96.8%
Compensation of Officers* $653
2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $170,481
Total Liabilities $0
Net Assets $170,481

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,956
Expenses
$24,988
Net Income
-$4,032
Net Assets
$187,338
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,546
26.5%
Sales of Assets $15,533
74.1%
Other Income -$123
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,409
93.7%
Compensation of Officers* $720
2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $187,338
Total Liabilities $0
Net Assets $187,338

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,553
Expenses
$17,031
Net Income
-$4,478
Net Assets
$191,367
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,861
30.8%
Sales of Assets $8,638
68.8%
Other Income $54
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,498
91.0%
Compensation of Officers* $698
4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $191,367
Total Liabilities $0
Net Assets $191,367

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,525
Expenses
$11,011
Net Income
-$7,486
Net Assets
$196,215
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,066
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,710
88.2%
Compensation of Officers* $627
5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $196,215
Total Liabilities $0
Net Assets $196,215

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,417
Expenses
$10,884
Net Income
$5,533
Net Assets
$203,917
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $4,190
25.5%
Sales of Assets $12,224
74.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,156
93.3%
Compensation of Officers* $688
6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $203,918
Total Liabilities $1
Net Assets $203,917

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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