-
TIN:
Form
990-T
Department of the Treasury
Internal Revenue Service
Exempt Organization Business Income Tax Return
(and proxy tax under section 6033(e))
For calendar year 2022 or other tax year beginning
10-01-2022
and ending
09-30-2023
►Go to
www.irs.gov/Form990T
for instructions and the latest information.
►Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Check box if address changed.
B
Exempt under section
501(
c3
)
408(e)
220(e)
408A
530(a)
529(a)
529A
Print or Type
Name of organization (
Check box if name changed and see instructions.)
The Chicago Community Trust
Number, street, and room or suite no. If a P.O. box, see instructions.
33 S State Street 750
City or town, state or province, and ZIP or foreign postal code
Chicago
,
IL
60603
C
Book value of all assets at end of year
.....►
4,528,493,029
D
Employer identification number
36-2167000
E
Group exemption number
(see instructions)
F
Check box if an amended return.
G
Check organization type ►
501(c) corporation
501(c) trust
401(a) trust
Other trust State college/university
H
Check if filing only to ►
Claim credit from Form 8941
Claim a refund shown on Form 2439
I
Check if a 501(c)(3) organization filing a consolidated return with a 501(c)(2) titleholding corporation
.........►
J
Enter the number of attached Schedules A (Form 990-T)
...............►
1
K
During the tax year, was the corporation a subsidiary in an affiliated group or a parent-subsidiary controlled group?
...►
Yes
No
If "Yes," enter the name and identifying number of the parent corporation ►
L
The books are in care of ►
Jim Buckman Interim Controller
33 S State Street
Chicago
,
IL
60603
Telephone number ►
(312) 616-8000
Part I
Total Unrelated Business Taxable Income
1
Total of unrelated business taxable income computed from all unrelated trades or businesses (see instructions)
..............................
1
483,896
2
Reserved
..............................
2
3
Add lines 1 and 2
............................
3
483,896
4
Charitable contributions (see instructions for limitation rules)
..............
4
289,738
5
Total unrelated business taxable income before net operating losses. Subtract line 4 from line 3
....
5
194,158
6
Deduction for net operating loss. See instructions
.................
6
7
Total of unrelated business taxable income before specific deduction and section 199A deduction.
Subtract line 6 from line 5
.........................
7
194,158
8
Specific deduction (generally $1,000, but see instructions for exceptions)
..........
8
1,000
9
Trusts.
Section 199A deduction. See instructions
.................
9
10
Total deductions.
Add lines 8 and 9
......................
10
1,000
11
Unrelated business taxable income.
Subtract line 10 from line 7. If line 10 is greater than line 7, enter zero
................................
11
193,158
Part II
Tax Computation
1
Organizations taxable as corporations.
Multiply Part I, line 11 by 21% (0.21)
.......►
1
2
Trusts taxable at trust rates.
See instructions for tax computation. Income tax on the amount on
Part I, line 11 from:
Tax rate schedule or
Schedule D (Form 1041)
List of Attached Documents:
// Content
........►
2
45,852
3
Proxy tax.
See instructions
.......................►
3
4
Other tax amounts. See instructions
....................
4
5
Alternative minimum tax (trusts only)
.....................
5
1,603
6
Tax on noncompliant facility income.
See instructions
................
6
7
Total.
Add lines 3 through 6 to line 1 or 2, whichever applies
...............
7
47,455
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11291J
Form
990-T
(2022)
Form 990-T (2022)
Page
2
Part III
Tax and Payments
1a
Foreign tax credit (corporations attach Form 1118; trusts attach Form 1116)
1a
b
Other credits (see instructions)
..............
1b
c
General business credit. Attach Form 3800 (see instructions)
.....
1c
List of Attached Documents:
// Content
1,779
d
Credit for prior year minimum tax (attach Form 8801 or 8827)
....
1d
e
Total credits.
Add lines 1a through 1d
.....................
1e
1,779
2
Subtract line 1e from Part II, line 7
.....................
2
45,676
3
Other amounts due. Check if from:
Form 4255
Form 8611
Form 8697
Form 8866
Other (attach statement)
..........
3
4
Total tax.
Add lines 2 and 3 (see instructions).
Check if includes tax previously deferred under
section 1294. Enter the tax amount here
4
45,676
5
Current net 965 tax liability paid from Form 965-A, Part II, column (k)
...........
5
0
6a
Payments: A 2021 overpayment credited to 2022
........
6a
b
2022 estimated tax payments. Check if section 643(g) election applies ►
6b
430,000
c
Tax deposited with Form 8868
..............
6c
d
Foreign organizations: Tax paid or withheld at source (see instructions)
.
6d
e
Backup withholding (see instructions)
............
6e
f
Credit for small employer health insurance premiums (attach Form 8941)
.
6f
g
Other credits, adjustments, and payments:
Form 2439
Form 4136
Other
Total ►
6g
7
Total payments.
Add lines 6a through 6g
.....................
7
430,000
8
Estimated tax penalty (see instructions). Check if Form 2220 is attached
........
►
8
9
Tax due.
If line 7 is smaller than the total of lines 4, 5, and 8, enter amount owed
.......►
9
10
Overpayment.
If line 7 is larger than the total of lines 4, 5, and 8, enter amount overpaid
....►
10
384,324
11
Enter the amount of line 10 you want:
Credited to 2023 estimated tax
►
384,324
Refunded
►
11
0
Part IV
Statements Regarding Certain Activities and Other Information
(see instructions)
1
At any time during the 2022 calendar year, did the organization have an interest in or a signature or other authority over a financial account (bank, securities, or other) in a foreign country? If "Yes," the organization may have to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts. If "Yes," enter the name of the foreign country here ►
Yes
No
No
2
During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust?
No
If "Yes," see instructions for other forms the organization may have to file.
3
Enter the amount of tax-exempt interest received or accrued during the tax year
.....
► $
4
Enter available pre-2018 NOL carryovers here. ► $
. Do not include any post-2017 NOL carryover shown on Schedule A (Form 990-T). Don't reduce the NOL carryover shown here by any deduction reported on Part I, line 4.
5
Post-2017 NOL carryovers. Enter the Business Activity Code and available post-2017 NOL carryovers. Don't reduce the amounts shown below by any NOL claimed on any Schedule A, Part II, line 17 for the tax year. See instructions.
Business activity code
Available post-2017 NOL carryover
$
$
$
$
6a
Did the organization change its method of accounting? (see instructions)
.................
No
b
If 6a is "Yes," has the organization described the change on Form 990, 990-EZ, 990-PF, or Form 1128? If "No," explain in Part V
Part V
Supplemental Information
Provide the explanation required by Part IV, line 6b. Also, provide any other addtional information. See instructions.
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Signature of officer
Date
Title
May the IRS discuss this return with the preparer shown below (see instructions)?
Yes
No
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
Check
if
self-employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-T
(2022)
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
►Go to
www.irs.gov/Form990T
for instructions and the latest information.
►Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
The Chicago Community Trust
B
Employer identification number
36-2167000
C
Unrelated business activity code (see instructions) ►
523000
D
Sequence:
1
of
1
E
Describe the unrelated trade or business ►
Investments
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
b
Less returns and allowances
c
Balance ►
1c
2
Cost of goods sold (Part III, line 8)
.........
2
3
Gross profit. Subtract line 2 from line 1c
.......
3
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
List of Attached Documents:
// Content
140,559
140,559
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
List of Attached Documents:
// Content
-2,853
-2,853
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
432,005
432,005
6
Rent income (Part IV)
.............
6
0
0
7
Unrelated debt-financed income (Part V)
.......
7
0
0
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
0
0
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
0
0
10
Exploited exempt activity income (Part VIII)
......
10
11
Advertising income (Part IX)
...........
11
0
0
12
Other income (see instructions; attach statement)
....
12
13
Total.
Combine lines 3 through 12
.........
13
569,711
0
569,711
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
0
2
Salaries and wages
............................
2
3
Repairs and maintenance
..........................
3
4
Bad debts
...............................
4
5
Interest (attach statement) (see instructions)
...................
5
6
Taxes and licenses
.............................
6
46,890
7
Depreciation (attach Form 4562) (see instructions)
.........
7
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
8b
9
Depletion
...............................
9
10
Contributions to deferred compensation plans
.....................
10
11
Employee benefit programs
..........................
11
12
Excess exempt expenses (Part VIII)
.......................
12
13
Excess readership costs (Part IX)
........................
13
0
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
38,925
15
Total deductions.
Add lines 1 through 14
.....................
15
85,815
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
483,896
17
Deduction for net operating loss (see instructions)
..................
17
0
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
483,896
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation ►
1
Inventory at beginning of year
........................
1
2
Purchases
...............................
2
3
Cost of labor
..............................
3
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
........................
5
6
Total.
Add lines 1 through 5
..........................
6
7
Inventory at end of year
...........................
7
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.►
0
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....►
0
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....►
0
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..►
0
11
Total dividends-received deductions
included in line 10
.................►
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
(2)
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................►
0
0
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........►
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
0
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
0
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
5
Gross income from activity that is not unrelated business income
..............
5
6
Expenses attributable to income entered on line 5
...................
6
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............►
0
3
Direct Advertising costs by periodical
..
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............►
0
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..►
0
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................►
0
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE D
(Form 1041)
Department of the Treasury
Internal Revenue Service
Capital Gains and Losses
Attach to Form 1041, Form 5227, or Form 990-T.
Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10.
Go to
www.irs.gov/F1041
for instructions and the lastest information.
OMB No. 1545-0092
20
22
Name of estate or trust
Employer identification number
36-2167000
Note:
Form 5227 filers need to complete
only
Parts I and II.
Did you dispose of any investment(s) in a qualified opportunity fund during the tax year?
Yes.
No.
If "Yes",attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss.
Part I
Short-Term Capital Gains and LossesAssets Held One Year or Less (see instructions)
See instructions for how to figure the amounts to enter on the lines below.
This form may be easier to complete if you round off cents to whole dollars.
(d)
Proceeds
(sales price)
(e)
Cost
(or other basis)
(g)
Adjustments to gain or loss from Form(s) 8949, Part I, line 2, column (g)
(h)
Gain or (loss)
Subtract column (e) from column (d) and combine the result with column (g)
1a
Totals for all short-term transactions reported
on Form 1099-B for which basis was reported
to the IRS and for which you have no
adjustments (see instructions). However, if
you choose to report all these transactions
on Form 8949, leave this line blank and go
to line 1b
...........
1b
Totals for all transactions reported on Form(s) 8949
with
Box A
checked
.........
2
Totals for all transactions reported on Form(s) 8949
with
Box B
checked
.........
3
Totals for all transactions reported on Form(s) 8949
with
Box C
checked
.........
4
Short-term capital gain or (loss) from Forms 4684, 6252, 6781, and 8824
..........
4
5
Net short-term gain or (loss) from partnerships, S corporations, and other estates or trusts
....
5
118
6
Short-term capital loss carryover. Enter the amount, if any, from line 9 of the 2021 Capital Loss
Carryover Worksheet
...........................
6
(
)
7
Net short-term capital gain or (loss).
Combine lines 1a through 6 in column (h). Enter here and on Part III,
line 17, column (3)
........................
7
118
Part II
Long-Term Capital Gains and LossesAssets Held More Than One Year (see instructions)
See instructions for how to figure the amounts to enter on the lines below.
This form may be easier to complete if you round off cents to whole dollars.
(d)
Proceeds
(sales price)
(e)
Cost
(or other basis)
(g)
Adjustments to gain or loss from Form(s) 8949, Part II, line 2, column (g)
(h)
Gain or (loss)
Subtract column (e) from column (d) and combine the result with column (g)
8a
Totals for all long-term transactions reported
on Form 1099-B for which basis was reported
to the IRS and for which you have no
adjustments (see instructions). However, if
you choose to report all these transactions
on Form 8949, leave this line blank and go
to line 8b
...........
8b
Totals for all transactions reported on Form(s) 8949
with
Box D
checked
.........
9
Totals for all transactions reported on Form(s) 8949
with
Box E
checked
.........
10
Totals for all transactions reported on Form(s) 8949
with
Box F
checked
.........
11
Long-term capital gain or (loss) from Forms 2439, 4684, 6252, 6781, and 8824
........
11
12
Net long-term gain or (loss) from partnerships, S corporations, and other estates or trusts
.....
12
140,441
13
Capital gain distributions
..........................
13
14
Gain from Form 4797, Part I
.........................
14
15
Long-term capital loss carryover. Enter the amount, if any, from line 14 of the 2021 Capital Loss
Carryover Worksheet
...........................
15
(
)
16
Net long-term capital gain or (loss).
Combine lines 8a through 15 in column (h). Enter here and on Part III,
line 18a, column (3)
......................
16
140,441
For Paperwork Reduction Act Notice, see the Instructions for Form 1041.
Cat. No. 11376V
Schedule D (Form 1041) 2022
Schedule D (Form 1041) 2022
Page
2
Part III
Summary of Parts I and II
Caution:
Read the instructions
before
completing this part.
(1)
Beneficiaries’
(see instr.)
(2)
Estate’s
or trust’s
(3)
Total
17
Net short-term gain or (loss)
........
17
118
118
18
Net long-term gain or (loss):
a
Total for year
..............
18a
140,441
140,441
b
Unrecaptured section 1250 gain (see line 18 of the
wrksht.)
...............
18b
c
28% rate gain
..............
18c
19
Total net gain or (loss).
Combine lines 17 and 18a
19
140,559
140,559
Note:
If line 19, column (3), is a net gain, enter the gain on Form 1041, line 4 (or Schedule A (Form 990-T), Part I, line 4a). If lines 18a and 19, column (2), are net gains, go to Part V, and
don't
complete Part IV. If line 19, column (3), is a net loss, complete Part IV and the
Capital Loss Carryover Worksheet,
as necessary.
Part IV
Capital Loss Limitation
20
Enter here and enter as a (loss) on Form 1041, line 4 (or Schedule A (Form 990-T), Part I, line 4c, if a trust), the
smaller
of:
a
The loss on line 19, column (3)
or b
$3,000
....................
20
(
)
Note:
If the loss on line 19, column (3), is more than $3,000,
or
if Form 1041, page 1, line 23 (or Form 990-T, Part I, line 11), is a loss, complete the
Capital Loss Carryover Worksheet
in the instructions to figure your capital loss carryover.
Part V
Tax Computation Using Maximum Capital Gains Rates
Form 1041 filers.
Complete this part
only
if both lines 18a and 19 in column (2) are gains, or an amount is entered in Part I or Part II and there is an entry on Form 1041, line 2b(2),
and
Form 1041, line 23, is more than zero.
Caution:
Skip this part and complete the
Schedule D Tax Worksheet
in the instructions if:
•
Either line 18b, col. (2) or line 18c, col. (2) is more than zero, or
•
Both Form 1041, line 2b(1), and Form 4952, line 4g are more than zero, or
•
There are amounts on lines 4e and 4g of Form 4952.
Form 990-T trusts.
Complete this part
only
if both lines 18a and 19 are gains, or qualified dividends are included in income in Part I of Form 990-T,
and
Form 990-T, Part I, line 11, is more than zero. Skip this part and complete the
Schedule D Tax Worksheet
in the instructions if either line 18b, col. (2) or line 18c, col. (2) is more than zero.
21
Enter taxable income from Form 1041, line 23 (or Form 990-T, Part I, line 11)
21
193,158
22
Enter the
smaller
of line 18a or 19 in
column (2) but not less than zero
...
22
140,441
23
Enter the estate’s or trust’s qualified
dividends from Form 1041, line 2b(2) (or
enter the qualified dividends included in
income in Part I of Form 990-T)
....
23
21
24
Add lines 22 and 23
.......
24
140,462
25
If the estate or trust is filing Form 4952,
enter the amount from line 4g; otherwise,
enter -0-
..........
25
0
26
Subtract line 25 from line 24. If zero or less, enter -0-
......
26
140,462
27
Subtract line 26 from line 21. If zero or less, enter -0-
......
27
52,696
28
Enter the
smaller
of the amount on line 21 or $2,800
.......
28
2,800
29
Enter the
smaller
of the amount on line 27 or line 28
.......
29
2,800
30
Subtract line 29 from line 28. If zero or less, enter -0-. This amount is taxed at 0%
......
30
0
31
Enter the
smaller
of line 21 or line 26
............
31
140,462
32
Subtract line 30 from line 26
...............
32
140,462
33
Enter the
smaller
of line 21 or $13,700
...........
33
13,700
34
Add lines 27 and 30
.................
34
52,696
35
Subtract line 34 from line 33. If zero or less, enter -0-
......
35
0
36
Enter the
smaller
of line 32 or line 35
...........
36
37
Multiply line 36 by 15% (0.15)
.......................
37
38
Enter the amount from line 31
..............
38
140,462
39
Add lines 30 and 36
.................
39
40
Subtract line 39 from line 38. If zero or less, enter -0-
......
40
140,462
41
Multiply line 40 by 20% (0.20)
.......................
41
28,092
42
Figure the tax on the amount on line 27. Use the 2022 Tax Rate Schedule
for Estates and Trusts (see the Schedule G instructions in the Instructions
for Form 1041)
...................
42
17,760
43
Add lines 37, 41, and 42
................
43
45,852
44
Figure the tax on the amount on line 21. Use the 2022 Tax Rate Schedule
for Estates and Trusts (see the Schedule G instructions in the Instructions
for Form 1041)
...................
44
69,731
45
Tax on all taxable income.
Enter the
smaller
of line 43 or line 44 here and on Form 1041, Schedule G,
Part I, line 1a (or Form 990-T, Part II, line 2)
..................
45
45,852
Schedule D (Form 1041) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE I
(Form 1041)
Department of the Treasury
Internal Revenue Service
Alternative Minimum Tax
Estates and Trusts
Attach to Form 1041
Go to
www.irs.gov/Form1041
for instructions and the latest information.
OMB No. 1545-0092
20
22
Name of estate or trust
Employer identification number
36-2167000
Part I
Estate's or Trust's Share of Alternative Minimum Taxable Income
1
Adjusted total income or (loss) (from Form 1041, line 17).
ESBTs,
see instructions
........
1
194,158
2
Interest
...............................
2
3
Taxes
................................
3
4
Refund of taxes
.............................
4
(
)
5
Depletion (difference between regular tax and AMT)
.................
5
6
Net operating loss deduction. Enter as a positive amount
...............
6
7
Interest from specified private activity bonds exempt from the regular tax
..........
7
8
Qualified small business stock (see instructions)
..................
8
9
Exercise of incentive stock options (excess of AMT income over regular tax income)
......
9
10
Other estates and trusts (amount from Schedule K-1 (Form 1041), box 12, code A)
.......
10
11
Disposition of property (difference between AMT and regular tax gain or loss)
.........
11
121
12
Depreciation on assets placed in service after 1986 (difference between regular tax and AMT)
...
12
-9,399
13
Passive activities (difference between AMT and regular tax income or loss)
..........
13
14
Loss limitations (difference between AMT and regular tax income or loss)
...........
14
15
Circulation costs (difference between regular tax and AMT)
...............
15
16
Long-term contracts (difference between AMT and regular tax income)
...........
16
17
Mining costs (difference between regular tax and AMT)
................
17
18
Research and experimental costs (difference between regular tax and AMT)
.........
18
19
Income from certain installment sales before January 1, 1987
..............
19
(
)
20
Intangible drilling costs preference
.......................
20
21
Other adjustments, including income-based related adjustments
.............
21
22
Alternative tax net operating loss deduction (See the instructions for the limitation that applies.)
...
22
(
)
23
Adjusted alternative minimum taxable income. Combine lines 1 through 22
..........
23
184,880
Note:
Complete Part II below before going to line 24.
24
Income distribution deduction from Part II, line 42
........
24
25
Estate tax deduction (from Form 1041, line 19)
.........
25
26
Add lines 24 and 25
..........................
26
27
Estate's or trust's share of alternative minimum taxable income. Subtract line 26 from line 23
...
27
184,880
If line 27 is:
• $26,500 or less, stop here and enter -0- on Form 1041, Schedule G, line 1c. The estate or trust isn't liable for the alternative minimum tax.
• Over $26,500, but less than $194,300, go to line 43.
• $194,300 or more, enter the amount from line 27 on line 49 and go to line 50.
•
ESBT's,
see instructions.
Part II
Income Distribution Deduction on a Minimum Tax Basis
28
Adjusted alternative minimum taxable income (see instructions)
.............
28
29
Adjusted tax-exempt interest (other than amounts included on line 7)
...........
29
30
Total net gain from Schedule D (Form 1041), line 19, column (1). If a loss, enter -0-
.......
30
31
Capital gains for the tax year allocated to corpus and paid or permanently set aside for charitable
purposes (from Form 1041, Schedule A, line 4)
...................
31
32
Capital gains paid or permanently set aside for charitable purposes from gross income (see instructions)
32
33
Capital gains computed on a minimum tax basis included on line 23
............
33
(
)
34
Capital losses computed on a minimum tax basis included on line 23. Enter as a positive amount
..
34
35
Distributable net alternative minimum taxable income (DNAMTI). Combine lines 28 through 34. If zero
or less, enter -0-
...........................
35
36
Income required to be distributed currently (from Form 1041, Schedule B, line 9)
........
36
37
Other amounts paid, credited, or otherwise required to be distributed (from Form 1041, Schedule B, line 10)
37
38
Total distributions. Add lines 36 and 37
.....................
38
39
Tax-exempt income included on line 38 (other than amounts included on line 7)
........
39
40
Tentative income distribution deduction on a minimum tax basis. Subtract line 39 from line 38
...
40
For Paperwork Reduction Act Notice, see the Instructions for Form 1041.
Cat. No. 51517Q
Schedule I (Form 1041) (2022)
Schedule I (Form 1041) (2022)
Page
2
Part II
Income Distribution Deduction on a Minimum Tax Basis
(continued)
41
Tentative income distribution deduction on a minimum tax basis. Subtract line 29 from line 35. If zero or
less, enter -0-
............................
41
42
Income distribution deduction on a minimum tax basis.
Enter the smaller of line 40 or line 41. Enter here
and on line 24
............................
42
Part III
Alternative Minimum Tax
43
Exemption amount
............................
43
$26,500
44
Enter the amount from line 27
...............
44
184,880
45
Phase-out of exemption amount
..............
45
$88,300
46
Subtract line 45 from line 44. If zero or less, enter -0-
.......
46
96,580
47
Multiply line 46 by 25% (0.25)
.........................
47
24,145
48
Subtract line 47 from line 43. If zero or less, enter -0-
.................
48
2,355
49
Subtract line 48 from line 44
.........................
49
182,525
50
Go to Part IV of Schedule I to figure line 50 if the estate or trust has qualified dividends or has a gain on lines 18a and 19 of column (2) of Schedule D (Form 1041) (as refigured for the AMT, if necessary). Otherwise, if line 49 is
• $206,100 or less, multiply line 49 by 26% (0.26).
• Over $206,100, multiply line 49 by 28% (0.28) and subtract $4,122 from the result
......
50
47,455
51
Alternative minimum foreign tax credit (see instructions)
................
51
52
Tentative minimum tax. Subtract line 51 from line 50
.................
52
47,455
53
Enter the tax from Form 1041, Schedule G, line 1a (minus any foreign tax credit from Schedule G, line 2a)
53
45,852
54
Alternative minimum tax.
Subtract line 53 from line 52. If zero or less, enter -0-. Enter here and on Form
1041, Schedule G, line 1c
..........................
54
1,603
Part IV
Line 50 Computation Using Maximum Capital Gains Rates
Caution:
If you didn't complete Part V of Schedule D (Form 1041), the Schedule D Tax Worksheet, or the Qualified Dividends Tax Worksheet in the Instructions for Form 1041, see the instructions before completing this part.
55
Enter the amount from line 49
.......................
55
182,525
56
Enter the amount from Schedule D (Form 1041), line 26, line 13 of the Schedule D Tax Worksheet, or line 4 of the Qualified Dividends Tax Worksheet in the Instructions for Form 1041, whichever applies (as
refigured for the AMT, if necessary)
.............
56
21
57
Enter the amount from Schedule D (Form 1041), line 18b, column (2) (as refigured for the AMT, if necessary). If you didn't complete Schedule D for
the regular tax or the AMT, enter -0-
.............
57
58
If you didn't complete a Schedule D Tax Worksheet for the regular tax or the AMT, enter the amount from line 56. Otherwise, add lines 56 and 57 and enter the
smaller
of that result or the amount from line 10 of the
Schedule D Tax Worksheet (as refigured for the AMT, if necessary)
..
58
21
59
Enter the
smaller
of line 55 or line 58
......................
59
21
60
Subtract line 59 from line 55
.........................
60
182,504
61
If line 60 is $206,100 or less, multiply line 60 by 26% (0.26). Otherwise, multiply line 60 by 28% (0.28)
and subtract $4,122 from the result
......................
61
47,451
62
Maximum amount subject to the 0% rate
...........
62
$2,800
63
Enter the amount from line 27 of Schedule D (Form 1041), line 14 of the
Schedule D Tax Worksheet, or line 5 of the Qualified Dividends Tax
Worksheet in the instructions for Form 1041, whichever applies (as figured
for the regular tax). If you didn't complete Schedule D or either worksheet
for the regular tax, enter the amount from Form 1041, line 22;
if zero or less, enter -0-
................
63
52,696
64
Subtract line 63 from line 62. If zero or less, enter -0-
.......
64
0
65
Enter the
smaller
of line 55 or line 56
............
65
21
66
Enter the
smaller
of line 64 or line 65. This amount is taxed at 0%
...
66
67
Subtract line 66 from line 65
...............
67
21
Schedule I (Form 1041) (2022)
Schedule I (Form 1041) (2022)
Page
3
Part IV
Line 50 Computation Using Maximum Capital Gains Rates
(continued)
68
Maximum amount subject to rates below 20%
.........
68
$13,700
69
Enter the amount from line 64
..............
69
0
70
Enter the amount from line 27 of Schedule D (Form 1041), line 18 of the
Schedule D Tax Worksheet, or line 5 of the Qualified Dividends Tax
Worksheet, whichever applies (as figured for the regular tax). If you didn't
complete Schedule D or either worksheet for the regular tax, enter the
amount from Form 1041, line 22; if zero or less, enter -0-
....
70
52,696
71
Add lines 69 and 70
..................
71
52,696
72
Subtract line 71 from line 68. If zero or less, enter -0-
......
72
73
Enter the
smaller
of line 67 or 72
..............
73
74
Multiply line 73 by 15% (0.15)
.......................
74
75
Add lines 66 and 73
..................
75
If lines 75 and 55 are the same, skip lines 76 through 80 and go to line 81, Otherwise, go to line 76.
76
Subtract line 75 from line 65
...............
76
21
77
Multiply line 76 by 20% (0.20)
.......................
77
4
If line 57 is zero or blank, skip lines 78 through 80 and go to line 81. Otherwise, go to line 78.
78
Add lines 60, 75, and 76
................
78
79
Subtract line 78 from line 55
...............
79
80
Multiply line 79 by 25% (0.25)
.......................
80
81
Add lines 61, 74, 77 and 80
.........................
81
47,455
82
If line 55 is $206,100 or less, multiply line 55 by 26% (0.26). Otherwise, multiply line 55 by 28% (0.28)
and subtract $4,122 from the result
.......................
82
47,457
83
Enter the
smaller
of line 81 or line 82 here and on line 50
...............
83
47,455
Schedule I (Form 1041) (2022)
Additional Data
Software ID:
Software Version:
-
TIN:
Form
3800
Department of the Treasury
Internal Revenue Service
(99)
General Business Credit
Go to
www.irs.gov/Form3800
for instructions and the latest information.
You must attach all pages of Form 3800, pages 1, 2, and 3, to your tax return.
OMB No. 1545-0895
20
22
Attachment Sequence No.
22
Name(s) shown on return
The Chicago Community Trust
Identifying number
36-2167000
Part I
Current Year Credit for Credits Not Allowed Against Tentative Minimum Tax (TMT)
(See instructions and complete Part(s) III before Parts I and II)
1
General business credit from line 2 of all Parts III with box A checked
...........
1
2
Passive activity credits from line 2 of all Parts III with box B checked
2
1,387
3
Enter the applicable passive activity credits allowed for 2022. See instructions
.........
3
0
4
Carryforward of general business credit to 2022. Enter the amount from line 2 of Part III with box C
checked. See instructions for statement to attach
.................
4
10,259
Check this box if the carryforward was changed or revised from the original reported amount
............
5
Carryback of general business credit from 2023. Enter the amount from line 2 of Part III with box D
checked. See instructions
..........................
5
6
Add lines 1, 3, 4, and 5
...........................
6
10,259
Part II
Allowable Credit
7
Regular tax before credits:
Individuals. Enter the sum of the amounts from Form 1040, 1040-SR, or 1040-NR, line 16, and Schedule 2 (Form 1040), line 2
..............
Corporations. Enter the amount from Form 1120, Schedule J, Part I, line 2; or the applicable line of your return
..................
Estates and trusts. Enter the sum of the amounts from Form 1041, Schedule G, lines 1a and 1b, plus any Form 8978 amount included on line 1d; or the amount from the applicable line of your return
.................
.....
7
45,852
8
Alternative minimum tax:
Individuals. Enter the amount from Form 6251, line 11
..........
Corporations. Enter -0-
....................
Estates and trusts. Enter the amount from Schedule I (Form 1041), line 54
....
.....
8
1,603
9
Add lines 7 and 8
.............................
9
47,455
10a
Foreign tax credit
..................
10a
b
Certain allowable credits (see instructions)
..........
10b
c
Add lines 10a and 10b
...........................
10c
11
Net income tax.
Subtract line 10c from line 9. If zero, skip lines 12 through 15 and enter -0- on line 16
11
47,455
12
Net regular tax.
Subtract line 10c from line 7. If zero or less, enter -0-
..
12
45,852
13
Enter 25% (0.25) of the excess, if any, of line 12 over $25,000. See instructions
..
13
5,213
14
Tentative minimum tax:
Individuals. Enter the amount from Form 6251, line 9
..
Corporations. Enter -0-
............
Estates and trusts. Enter the amount from Schedule I (Form 1041), line 52
...............
..
14
47,455
15
Enter the greater of line 13 or line 14
......................
15
47,455
16
Subtract line 15 from line 11. If zero or less, enter -0-
.................
16
0
17
Enter the
smaller
of line 6 or line 16
......................
17
C corporations:
See the line 17 instructions if there has been an ownership change, acquisition, or reorganization.
For Paperwork Reduction Act Notice, see separate instructions.
Cat. No. 12392F
Form
3800
(2022)
Form 3800 (2022)
Page
2
Part II
Allowable Credit
(Continued)
Note:
If you are not required to report any amounts on lines 22 or 24 below, skip lines 18 through 25 and enter -0- on line 26.
18
Multiply line 14 by 75% (0.75). See instructions
...................
18
19
Enter the greater of line 13 or line 18
.....................
19
20
Subtract line 19 from line 11. If zero or less, enter -0-
.................
20
21
Subtract line 17 from line 20. If zero or less, enter -0-
.................
21
22
Combine the amounts from line 3 of all Parts III with box A, C, or D checked
..........
22
23
Passive activity credit from line 3 of all Parts III with box B checked
23
24
Enter the applicable passive activity credit allowed for 2022. See instructions
.........
24
25
Add lines 22 and 24
...........................
25
26
Empowerment zone and renewal community employment credit allowed. Enter the smaller of line 21 or line 25
26
0
27
Subtract line 13 from line 11. If zero or less, enter -0-
.................
27
42,242
28
Add lines 17 and 26
...........................
28
29
Subtract line 28 from line 27. If zero or less, enter -0-
.................
29
42,242
30
Enter the general business credit from line 5 of all Parts III with box A checked
.........
30
31
Reserved
...............................
31
32
Passive activity credits from line 5 of all Parts III with box B checked
32
483
33
Enter the applicable passive activity credits allowed for 2022. See instructions
.........
33
0
34
Carryforward of business credit to 2022. Enter the amount from line 5 of Part III with box C checked
and line 6 of Part III with box G checked. See instructions for statement to attach
........
34
1,779
Check this box if the carryforward was changed or revised from the original reported amount
............
35
Carryback of business credit from 2023. Enter the amount from line 5 of Part III with box D checked
See instructions
............................
35
36
Add lines 30, 33, 34, and 35
.........................
36
1,779
37
Enter the
smaller
of line 29 or line 36
.....................
37
1,779
38
Credit allowed for the current year.
Add lines 28 and 37.
Report the amount from line 38 (if smaller than the sum of Part I, line 6 and Part II, lines 25 and 36, see instructions) as indicated below or on the applicable line of your return:
Individuals. Schedule 3 (Form 1040), line 6
..
Corporations. Form 1120, Schedule J, Part I, line 5c
...........
Estates and trusts. Form 1041, Schedule G, line 2b
...........
.....
38
1,779
Form
3800
(2022)
Form 3800 (2022)
Page
3
Name(s) shown on return
The Chicago Community Trust
Identifying number
36-2167000
Part III
General Business Credits or Eligible Small Business Credits
(see instructions)
Complete a separate Part III for each box checked below (see instructions).
A
General Business Credit From a Non-Passive Activity
E
Reserved
B
General Business Credit From a Passive Activity
F
Reserved
C
General Business Credit Carryforwards
G
Eligible Small Business Credit Carryforwards
D
General Business Credit Carrybacks
H
Reserved
I
If you are filing more than one Part III with box A or B checked, complete and attach first an additional Part III combining amounts from
all Parts III with box A or B checked. Check here if this is the consolidated Part III
.................
(a)
Description of credit
Note:
On any line where the credit is from more than one source, a separate Part III is needed for each pass-through entity.
(b)
If claiming the credit from a pass-through entity, enter the EIN
(c)
Enter the appropriate amount
1a
Investment (Form 3468, Part II only) (attach Form 3468)
.......
1a
b
Advanced Manufacturing Production (Form 7207)
.........
1b
c
Increasing research activities (Form 6765)
..........
1c
1,387
d
Low-income housing (carryforward only) (see instructions)
......
1d
e
Disabled access (Form 8826) (see instructions for limitation)
.....
1e
f
Renewable electricity, refined coal, and Indian coal production (Form 8835)
1f
g
Indian employment (Form 8845)
..............
1g
h
Orphan drug (Form 8820)
................
1h
i
New markets (Form 8874)
................
1i
j
Small employer pension plan startup costs and auto-enrollment (Form 8881) (see instructions for limitation)
................
1j
k
Employer-provided child care facilities and services (Form 8882) (see instructions for limitation)
.....................
1k
l
Biodiesel, Renewable Diesel, and Sustainable Aviation Fuels (attach Form 8864)
1l
m
Low sulfur diesel fuel production (Form 8896)
...........
1m
n
Distilled spirits (Form 8906)
................
1n
o
Nonconventional source fuel (carryforward only)
...........
1o
p
Energy efficient home (Form 8908)
.............
1p
q
Energy efficient appliance (carryforward only)
............
1q
r
Alternative motor vehicle (Form 8910)
.............
1r
s
Alternative fuel vehicle refueling property (Form 8911)
........
1s
t
Enhanced oil recovery credit (Form 8830)
...........
1t
u
Mine rescue team training (Form 8923)
............
1u
v
Agricultural chemicals security (carryforward only)
..........
1v
w
Employer differential wage payments (Form 8932)
........
1w
x
Carbon dioxide sequestration (Form 8933)
..........
1x
y
Qualified plug-in electric drive motor vehicle (Form 8936)
......
1y
z
Qualified plug-in electric vehicle (carryforward only)
..........
1z
aa
Employee retention (Form 5884-A)
.............
1aa
bb
General credits from an electing large partnership (carryforward only)
1bb
zz
Other. Oil and gas production from marginal wells (Forms 8904) and certain other credits (see instructions)
.................
1zz
2
Add lines 1a through 1zz and enter here and on the applicable line of Part I
..
2
1,387
3
Enter the amount from Form 8844 here and on the applicable line of Part II
3
4a
Investment (Form 3468, Part III) (attach Form 3468)
.......
4a
b
Work opportunity (Form 5884)
.............
4b
2,262
c
Biofuel producer (Form 6478)
................
4c
d
Low-income housing (Form 8586)
............
4d
e
Renewable electricity production (Form 8835)
..........
4e
f
Employer social security and Medicare taxes paid on certain employee tips (Form 8846)
......................
4f
g
Qualified railroad track maintenance (Form 8900)
........
4g
h
Small employer health insurance premiums (Form 8941)
......
4h
i
Increasing research activities (Form 6765)
............
4i
j
Employer credit for paid family and medical leave (Form 8994)
......
4j
z
Other
........................
4z
5
Add lines 4a through 4z and enter here and on the applicable line of Part II
5
2,262
6
Add lines 2, 3, and 5 and enter here and on the applicable line of Part II
..
6
3,649
Form
3800
(2022)
Form 3800 (2022)
Page
3
Name(s) shown on return
The Chicago Community Trust
Identifying number
36-2167000
Part III
General Business Credits or Eligible Small Business Credits
(see instructions)
Complete a separate Part III for each box checked below (see instructions).
A
General Business Credit From a Non-Passive Activity
E
Reserved
B
General Business Credit From a Passive Activity
F
Reserved
C
General Business Credit Carryforwards
G
Eligible Small Business Credit Carryforwards
D
General Business Credit Carrybacks
H
Reserved
I
If you are filing more than one Part III with box A or B checked, complete and attach first an additional Part III combining amounts from
all Parts III with box A or B checked. Check here if this is the consolidated Part III
.................
(a)
Description of credit
Note:
On any line where the credit is from more than one source, a separate Part III is needed for each pass-through entity.
(b)
If claiming the credit from a pass-through entity, enter the EIN
(c)
Enter the appropriate amount
1a
Investment (Form 3468, Part II only) (attach Form 3468)
.......
1a
b
Advanced Manufacturing Production (Form 7207)
.........
1b
c
Increasing research activities (Form 6765)
..........
1c
38-4187088
1,376
d
Low-income housing (carryforward only) (see instructions)
......
1d
e
Disabled access (Form 8826) (see instructions for limitation)
.....
1e
f
Renewable electricity, refined coal, and Indian coal production (Form 8835)
1f
g
Indian employment (Form 8845)
..............
1g
h
Orphan drug (Form 8820)
................
1h
i
New markets (Form 8874)
................
1i
j
Small employer pension plan startup costs and auto-enrollment (Form 8881) (see instructions for limitation)
................
1j
k
Employer-provided child care facilities and services (Form 8882) (see instructions for limitation)
.....................
1k
l
Biodiesel, Renewable Diesel, and Sustainable Aviation Fuels (attach Form 8864)
1l
m
Low sulfur diesel fuel production (Form 8896)
...........
1m
n
Distilled spirits (Form 8906)
................
1n
o
Nonconventional source fuel (carryforward only)
...........
1o
p
Energy efficient home (Form 8908)
.............
1p
q
Energy efficient appliance (carryforward only)
............
1q
r
Alternative motor vehicle (Form 8910)
.............
1r
s
Alternative fuel vehicle refueling property (Form 8911)
........
1s
t
Enhanced oil recovery credit (Form 8830)
...........
1t
u
Mine rescue team training (Form 8923)
............
1u
v
Agricultural chemicals security (carryforward only)
..........
1v
w
Employer differential wage payments (Form 8932)
........
1w
x
Carbon dioxide sequestration (Form 8933)
..........
1x
y
Qualified plug-in electric drive motor vehicle (Form 8936)
......
1y
z
Qualified plug-in electric vehicle (carryforward only)
..........
1z
aa
Employee retention (Form 5884-A)
.............
1aa
bb
General credits from an electing large partnership (carryforward only)
1bb
zz
Other. Oil and gas production from marginal wells (Forms 8904) and certain other credits (see instructions)
.................
1zz
2
Add lines 1a through 1zz and enter here and on the applicable line of Part I
..
2
1,376
3
Enter the amount from Form 8844 here and on the applicable line of Part II
3
4a
Investment (Form 3468, Part III) (attach Form 3468)
.......
4a
b
Work opportunity (Form 5884)
.............
4b
38-4187088
483
c
Biofuel producer (Form 6478)
................
4c
d
Low-income housing (Form 8586)
............
4d
e
Renewable electricity production (Form 8835)
..........
4e
f
Employer social security and Medicare taxes paid on certain employee tips (Form 8846)
......................
4f
g
Qualified railroad track maintenance (Form 8900)
........
4g
h
Small employer health insurance premiums (Form 8941)
......
4h
i
Increasing research activities (Form 6765)
............
4i
j
Employer credit for paid family and medical leave (Form 8994)
......
4j
z
Other
........................
4z
5
Add lines 4a through 4z and enter here and on the applicable line of Part II
5
483
6
Add lines 2, 3, and 5 and enter here and on the applicable line of Part II
..
6
1,859
Form
3800
(2022)
Form 3800 (2022)
Page
3
Name(s) shown on return
The Chicago Community Trust
Identifying number
36-2167000
Part III
General Business Credits or Eligible Small Business Credits
(see instructions)
Complete a separate Part III for each box checked below (see instructions).
A
General Business Credit From a Non-Passive Activity
E
Reserved
B
General Business Credit From a Passive Activity
F
Reserved
C
General Business Credit Carryforwards
G
Eligible Small Business Credit Carryforwards
D
General Business Credit Carrybacks
H
Reserved
I
If you are filing more than one Part III with box A or B checked, complete and attach first an additional Part III combining amounts from
all Parts III with box A or B checked. Check here if this is the consolidated Part III
.................
(a)
Description of credit
Note:
On any line where the credit is from more than one source, a separate Part III is needed for each pass-through entity.
(b)
If claiming the credit from a pass-through entity, enter the EIN
(c)
Enter the appropriate amount
1a
Investment (Form 3468, Part II only) (attach Form 3468)
.......
1a
b
Advanced Manufacturing Production (Form 7207)
.........
1b
c
Increasing research activities (Form 6765)
..........
1c
36-4252202
11
d
Low-income housing (carryforward only) (see instructions)
......
1d
e
Disabled access (Form 8826) (see instructions for limitation)
.....
1e
f
Renewable electricity, refined coal, and Indian coal production (Form 8835)
1f
g
Indian employment (Form 8845)
..............
1g
h
Orphan drug (Form 8820)
................
1h
i
New markets (Form 8874)
................
1i
j
Small employer pension plan startup costs and auto-enrollment (Form 8881) (see instructions for limitation)
................
1j
k
Employer-provided child care facilities and services (Form 8882) (see instructions for limitation)
.....................
1k
l
Biodiesel, Renewable Diesel, and Sustainable Aviation Fuels (attach Form 8864)
1l
m
Low sulfur diesel fuel production (Form 8896)
...........
1m
n
Distilled spirits (Form 8906)
................
1n
o
Nonconventional source fuel (carryforward only)
...........
1o
p
Energy efficient home (Form 8908)
.............
1p
q
Energy efficient appliance (carryforward only)
............
1q
r
Alternative motor vehicle (Form 8910)
.............
1r
s
Alternative fuel vehicle refueling property (Form 8911)
........
1s
t
Enhanced oil recovery credit (Form 8830)
...........
1t
u
Mine rescue team training (Form 8923)
............
1u
v
Agricultural chemicals security (carryforward only)
..........
1v
w
Employer differential wage payments (Form 8932)
........
1w
x
Carbon dioxide sequestration (Form 8933)
..........
1x
y
Qualified plug-in electric drive motor vehicle (Form 8936)
......
1y
z
Qualified plug-in electric vehicle (carryforward only)
..........
1z
aa
Employee retention (Form 5884-A)
.............
1aa
bb
General credits from an electing large partnership (carryforward only)
1bb
zz
Other. Oil and gas production from marginal wells (Forms 8904) and certain other credits (see instructions)
.................
1zz
2
Add lines 1a through 1zz and enter here and on the applicable line of Part I
..
2
11
3
Enter the amount from Form 8844 here and on the applicable line of Part II
3
4a
Investment (Form 3468, Part III) (attach Form 3468)
.......
4a
b
Work opportunity (Form 5884)
.............
4b
c
Biofuel producer (Form 6478)
................
4c
d
Low-income housing (Form 8586)
............
4d
e
Renewable electricity production (Form 8835)
..........
4e
f
Employer social security and Medicare taxes paid on certain employee tips (Form 8846)
......................
4f
g
Qualified railroad track maintenance (Form 8900)
........
4g
h
Small employer health insurance premiums (Form 8941)
......
4h
i
Increasing research activities (Form 6765)
............
4i
j
Employer credit for paid family and medical leave (Form 8994)
......
4j
z
Other
........................
4z
5
Add lines 4a through 4z and enter here and on the applicable line of Part II
5
6
Add lines 2, 3, and 5 and enter here and on the applicable line of Part II
..
6
11
Form
3800
(2022)
Form 3800 (2022)
Page
3
Name(s) shown on return
The Chicago Community Trust
Identifying number
36-2167000
Part III
General Business Credits or Eligible Small Business Credits
(see instructions)
Complete a separate Part III for each box checked below (see instructions).
A
General Business Credit From a Non-Passive Activity
E
Reserved
B
General Business Credit From a Passive Activity
F
Reserved
C
General Business Credit Carryforwards
G
Eligible Small Business Credit Carryforwards
D
General Business Credit Carrybacks
H
Reserved
I
If you are filing more than one Part III with box A or B checked, complete and attach first an additional Part III combining amounts from
all Parts III with box A or B checked. Check here if this is the consolidated Part III
.................
(a)
Description of credit
Note:
On any line where the credit is from more than one source, a separate Part III is needed for each pass-through entity.
(b)
If claiming the credit from a pass-through entity, enter the EIN
(c)
Enter the appropriate amount
1a
Investment (Form 3468, Part II only) (attach Form 3468)
.......
1a
b
Advanced Manufacturing Production (Form 7207)
.........
1b
c
Increasing research activities (Form 6765)
..........
1c
38-4187088
10,259
d
Low-income housing (carryforward only) (see instructions)
......
1d
e
Disabled access (Form 8826) (see instructions for limitation)
.....
1e
f
Renewable electricity, refined coal, and Indian coal production (Form 8835)
1f
g
Indian employment (Form 8845)
..............
1g
h
Orphan drug (Form 8820)
................
1h
i
New markets (Form 8874)
................
1i
j
Small employer pension plan startup costs and auto-enrollment (Form 8881) (see instructions for limitation)
................
1j
k
Employer-provided child care facilities and services (Form 8882) (see instructions for limitation)
.....................
1k
l
Biodiesel, Renewable Diesel, and Sustainable Aviation Fuels (attach Form 8864)
1l
m
Low sulfur diesel fuel production (Form 8896)
...........
1m
n
Distilled spirits (Form 8906)
................
1n
o
Nonconventional source fuel (carryforward only)
...........
1o
p
Energy efficient home (Form 8908)
.............
1p
q
Energy efficient appliance (carryforward only)
............
1q
r
Alternative motor vehicle (Form 8910)
.............
1r
s
Alternative fuel vehicle refueling property (Form 8911)
........
1s
t
Enhanced oil recovery credit (Form 8830)
...........
1t
u
Mine rescue team training (Form 8923)
............
1u
v
Agricultural chemicals security (carryforward only)
..........
1v
w
Employer differential wage payments (Form 8932)
........
1w
x
Carbon dioxide sequestration (Form 8933)
..........
1x
y
Qualified plug-in electric drive motor vehicle (Form 8936)
......
1y
z
Qualified plug-in electric vehicle (carryforward only)
..........
1z
aa
Employee retention (Form 5884-A)
.............
1aa
bb
General credits from an electing large partnership (carryforward only)
1bb
zz
Other. Oil and gas production from marginal wells (Forms 8904) and certain other credits (see instructions)
.................
1zz
2
Add lines 1a through 1zz and enter here and on the applicable line of Part I
..
2
10,259
3
Enter the amount from Form 8844 here and on the applicable line of Part II
3
4a
Investment (Form 3468, Part III) (attach Form 3468)
.......
4a
b
Work opportunity (Form 5884)
.............
4b
38-4187088
1,779
c
Biofuel producer (Form 6478)
................
4c
d
Low-income housing (Form 8586)
............
4d
e
Renewable electricity production (Form 8835)
..........
4e
f
Employer social security and Medicare taxes paid on certain employee tips (Form 8846)
......................
4f
g
Qualified railroad track maintenance (Form 8900)
........
4g
h
Small employer health insurance premiums (Form 8941)
......
4h
i
Increasing research activities (Form 6765)
............
4i
j
Employer credit for paid family and medical leave (Form 8994)
......
4j
z
Other
........................
4z
5
Add lines 4a through 4z and enter here and on the applicable line of Part II
5
1,779
6
Add lines 2, 3, and 5 and enter here and on the applicable line of Part II
..
6
12,038
Form
3800
(2022)
Additional Data
Software ID:
Software Version: