Lloyd & Roxie Anderson Charitable Trust

Chicago, IL
Tax-exempt since Sept. 2000
EIN: 73-6254994

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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: Religion-Related, Spiritual Development / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Revenue

$761k (2024)

Expenses

$1.15M (2024)

Total Assets

$3.38M (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

$761,269

Expenses

$1,146,170

Net Income

-$384,901

Net Assets

$3,375,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$137,188	18.0%
Sales of Assets	$24,092	3.2%
Other Income	$599,989	78.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,008,887	88.0%
Compensation of Officers*	$35,902	3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,375,575
Total Liabilities	$0
Net Assets	$3,375,575

Compensation

Key Employees and Officers	Compensation	Other
Bmo Bank N A (Trustee)	$35,902	$0

990-PF

Filed on May 2, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,121,896

Expenses

$3,098,853

Net Income

-$1,976,957

Net Assets

$3,738,693

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$169,182	15.1%
Sales of Assets	-$6,539
Other Income	$959,253	85.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,868,845	92.6%
Compensation of Officers*	$36,970	1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,738,693
Total Liabilities	$0
Net Assets	$3,738,693

Compensation

Key Employees and Officers	Compensation	Other
Bmo Bank N A (Trustee)	$36,970	$0

990-PF

Filed on May 6, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$3,231,857

Expenses

$724,437

Net Income

$2,507,420

Net Assets

$5,653,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$118,758	3.7%
Sales of Assets	$12,439	0.4%
Other Income	$3,100,660	95.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$251,961	34.8%
Compensation of Officers*	$31,991	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,653,516
Total Liabilities	$0
Net Assets	$5,653,516

Compensation

Key Employees and Officers	Compensation	Other
Bmo Harris Bank Na (Trustee)	$31,991	$0

990-PF

Filed on May 6, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$553,138

Expenses

$287,685

Net Income

$265,453

Net Assets

$3,052,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,704	15.7%
Sales of Assets	$60,970	11.0%
Other Income	$405,464	73.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$202,696	70.5%
Compensation of Officers*	$26,350	9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,052,857
Total Liabilities	$0
Net Assets	$3,052,857

Compensation

Key Employees and Officers	Compensation	Other
Bmo Harris Bank Na (Trustee)	$26,350	$0

990-PF

Filed on May 10, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$400,630

Expenses

$319,573

Net Income

$81,057

Net Assets

$2,999,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,363	13.3%
Sales of Assets	$197,590	49.3%
Other Income	$149,677	37.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$276,629	86.6%
Compensation of Officers*	$23,098	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,999,987
Total Liabilities	$1
Net Assets	$2,999,986

Compensation

Key Employees and Officers	Compensation	Other
Bmo Harris Bank Na (Trustee)	$23,098	$0

990-PF

Filed on Nov. 12, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$304,589

Expenses

$313,725

Net Income

-$9,136

Net Assets

$2,912,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,632	21.9%
Sales of Assets	$24,285	8.0%
Other Income	$213,672	70.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$296,070	94.4%
Compensation of Officers*	$22,220	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,912,742
Total Liabilities	$1
Net Assets	$2,912,741

Compensation

Key Employees and Officers	Compensation	Other
Bmo Harris Bank Na (Trustee)	$22,220	$0

990-PF

Filed on May 4, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$402,474

Expenses

$290,739

Net Income

$111,735

Net Assets

$2,922,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,265	14.5%
Sales of Assets	$99,867	24.8%
Other Income	$244,342	60.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$275,244	94.7%
Compensation of Officers*	$21,296	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,922,605
Total Liabilities	$0
Net Assets	$2,922,605

Compensation

Key Employees and Officers	Compensation	Other
Bmo Harris Bank Na (Trustee)	$21,296	$0

990-PF

Filed on April 23, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

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.
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

$345,445

Expenses

$154,685

Net Income

$190,760

Net Assets

$2,696,087

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,232	12.2%
Sales of Assets	$23,272	6.7%
Other Income	$279,941	81.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,176	84.2%
Compensation of Officers*	$23,917	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,696,087
Total Liabilities	$0
Net Assets	$2,696,087

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$689,480

Expenses

$132,572

Net Income

$556,908

Net Assets

$2,505,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,463	6.7%
Sales of Assets	$442,899	64.2%
Other Income	$200,118	29.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,735	87.3%
Compensation of Officers*	$14,856	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,505,454
Total Liabilities	$0
Net Assets	$2,505,454

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$334,261

Expenses

$102,318

Net Income

$231,943

Net Assets

$1,949,300

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,090	13.5%
Sales of Assets	$161,869	48.4%
Other Income	$127,302	38.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,473	89.4%
Compensation of Officers*	$13,893	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,949,300
Total Liabilities	$0
Net Assets	$1,949,300

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$82,210

Expenses

$117,033

Net Income

-$34,823

Net Assets

$1,807,030

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,354	60.0%
Sales of Assets	$29,479	35.9%
Other Income	$3,377	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,600	79.1%
Compensation of Officers*	$15,670	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,807,031
Total Liabilities	$1
Net Assets	$1,807,030

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$294,861

Expenses

$105,138

Net Income

$189,723

Net Assets

$1,841,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$46,377	15.7%
Interest Revenue	$0
Dividends	$51,540	17.5%
Sales of Assets	$15,362	5.2%
Other Income	$181,582	61.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,418	76.5%
Compensation of Officers*	$21,827	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,841,989
Total Liabilities	$1
Net Assets	$1,841,988

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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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.

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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.

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Lloyd & Roxie Anderson Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $761k (2024)

Expenses $1.15M (2024)

Total Assets $3.38M (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

No Extracted Financial Data

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

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$761k (2024)

Expenses

$1.15M (2024)

Total Assets

$3.38M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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