Leslie A Lummis Charitable Tr

Morgan Guaranty Company Of Ny

Chicago, IL
Tax-exempt since Feb. 2001
EIN: 51-6519951

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$138k (2024)

Expenses

$114k (2024)

Total Assets

$1.43M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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

Revenue

$137,830

Expenses

$114,106

Net Income

$23,724

Net Assets

$1,425,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,485	29.4%
Interest Revenue	$0
Dividends	$67,977	49.3%
Sales of Assets	$29,368	21.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,566	82.9%
Compensation of Officers*	$28,637	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,425,044
Total Liabilities	$0
Net Assets	$1,425,044

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$28,637	$0

990-PF

Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$103,082

Expenses

$111,171

Net Income

-$8,089

Net Assets

$1,403,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,816	47.4%
Sales of Assets	$53,645	52.0%
Other Income	$621	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,984	85.4%
Compensation of Officers*	$25,354	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,403,533
Total Liabilities	$0
Net Assets	$1,403,533

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$25,354	$0

990-PF

Filed on April 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$46,100

Expenses

$120,070

Net Income

-$73,970

Net Assets

$1,411,458

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,685	> 100%
Sales of Assets	-$1,587
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,638	84.6%
Compensation of Officers*	$25,784	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,411,458
Total Liabilities	$0
Net Assets	$1,411,458

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$25,784	$0

990-PF

Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$123,020

Expenses

$107,511

Net Income

$15,509

Net Assets

$1,485,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,590	50.9%
Sales of Assets	$60,430	49.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,683	84.3%
Compensation of Officers*	$27,810	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,485,454
Total Liabilities	$0
Net Assets	$1,485,454

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$27,810	$0

990-PF

Filed on April 25, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$82,658

Expenses

$104,045

Net Income

-$21,387

Net Assets

$1,469,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,156	1.4%
Interest Revenue	$0
Dividends	$39,428	47.7%
Sales of Assets	$41,981	50.8%
Other Income	$93	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,214	84.8%
Compensation of Officers*	$25,019	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,469,992
Total Liabilities	$1
Net Assets	$1,469,991

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$25,019	$0

990-PF

Filed on April 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$107,031

Expenses

$107,788

Net Income

-$757

Net Assets

$1,491,761

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,091	41.2%
Sales of Assets	$62,940	58.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,242	83.7%
Compensation of Officers*	$24,779	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,491,762
Total Liabilities	$1
Net Assets	$1,491,761

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$24,779	$0

990-PF

Filed on June 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$109,204

Expenses

$104,933

Net Income

$4,271

Net Assets

$1,492,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,980	38.4%
Sales of Assets	$67,224	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,331	83.2%
Compensation of Officers*	$20,996	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,492,555
Total Liabilities	$0
Net Assets	$1,492,555

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$20,996	$0

990-PF

Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$120,983

Expenses

$93,808

Net Income

$27,175

Net Assets

$1,488,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,061	34.8%
Sales of Assets	$78,347	64.8%
Other Income	$575	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,258	88.8%
Compensation of Officers*	$16,528	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,488,310
Total Liabilities	$0
Net Assets	$1,488,310

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$16,528	$0

990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$69,307

Expenses

$106,497

Net Income

-$37,190

Net Assets

$1,547,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,180	45.0%
Sales of Assets	$38,159	55.1%
Other Income	-$32

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,009	85.5%
Compensation of Officers*	$20,553	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,547,196
Total Liabilities	$0
Net Assets	$1,547,196

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$186,538

Expenses

$103,023

Net Income

$83,515

Net Assets

$1,584,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	26.8%
Interest Revenue	$0
Dividends	$45,139	24.2%
Sales of Assets	$91,265	48.9%
Other Income	$134	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,322	79.9%
Compensation of Officers*	$22,019	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,584,407
Total Liabilities	$0
Net Assets	$1,584,407

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$107,050

Expenses

$91,597

Net Income

$15,453

Net Assets

$1,501,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,972	28.0%
Sales of Assets	$77,199	72.1%
Other Income	-$121

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,191	82.1%
Compensation of Officers*	$19,647	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,501,576
Total Liabilities	$0
Net Assets	$1,501,576

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$112,075

Expenses

$95,031

Net Income

$17,044

Net Assets

$1,485,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$56,240	50.2%
Interest Revenue	$0
Dividends	$26,795	23.9%
Sales of Assets	$29,040	25.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,288	84.5%
Compensation of Officers*	$17,896	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,485,509
Total Liabilities	$0
Net Assets	$1,485,509

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$80,183

Expenses

$92,535

Net Income

-$12,352

Net Assets

$1,464,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.0%
Dividends	$34,112	42.5%
Sales of Assets	$45,936	57.3%
Other Income	$109	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,639	80.7%
Compensation of Officers*	$18,385	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,464,567
Total Liabilities	$1
Net Assets	$1,464,566

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

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Updated September 25, 2025

Leslie A Lummis Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $138k (2024)

Expenses $114k (2024)

Total Assets $1.43M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$138k (2024)

Expenses

$114k (2024)

Total Assets

$1.43M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001