Civic Intelligence

Mariners Museum Trust No 2 XXXXX2009

EIN 13-6035434 • 501(c)3 • Chicago, IL

Profile

As required by its instrument, this trust supports the mariners' museum.

10 S Dearborn Il1-0111Chicago, IL 60603

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

53rd percentile

5.3%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

17th percentile

$132,138

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

32nd percentile

0.4%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-17%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$45,284,300

Up $175,981 (+0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$45,284,300

Up $175,981 (+0.4%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin53rd percentile

Revenue

Down

$3,358,243

Down $710,865 (-17%) from 2023

Expenses

Up

$3,178,613

Up $240,366 (+8.2%) from 2023

Net Income

Down

$179,630

Down $951,231 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $43,964,096Liabilities 2011: $0Net Assets 2011: $43,964,0952011Assets 2012: $42,706,850Liabilities 2012: $0Net Assets 2012: $42,706,8502012Assets 2013: $42,963,102Liabilities 2013: $0Net Assets 2013: $42,963,1022013Assets 2014: $41,698,822Liabilities 2014: $0Net Assets 2014: $41,698,8222014Assets 2015: $40,355,794Liabilities 2015: $0Net Assets 2015: $40,355,7942015Assets 2016: $38,886,042Liabilities 2016: $0Net Assets 2016: $38,886,0422016Assets 2017: $42,273,916Liabilities 2017: $0Net Assets 2017: $42,273,9162017Assets 2018: $41,618,559Liabilities 2018: $0Net Assets 2018: $41,618,5592018Assets 2019: $42,102,017Liabilities 2019: $0Net Assets 2019: $42,102,0172019Assets 2020: $40,886,491Liabilities 2020: $0Net Assets 2020: $40,886,4912020Assets 2021: $41,950,007Liabilities 2021: $0Net Assets 2021: $41,950,0072021Assets 2022: $43,977,733Liabilities 2022: $0Net Assets 2022: $43,977,7332022Assets 2023: $45,108,319Liabilities 2023: $0Net Assets 2023: $45,108,3192023Assets 2024: $45,284,300Liabilities 2024: $0Net Assets 2024: $45,284,3002024

Highlighted filing

2024

Assets$45,284,300
Liabilities$0
Net Assets$45,284,300
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,390,524Expenses 2011: $2,398,396Net Income 2011: -$1,007,8722011Revenue 2012: $532,039Expenses 2012: $2,403,654Net Income 2012: -$1,871,6152012Revenue 2013: $2,198,907Expenses 2013: $2,447,299Net Income 2013: -$248,3922013Revenue 2014: $1,324,492Expenses 2014: $2,582,408Net Income 2014: -$1,257,9162014Revenue 2015: $978,043Expenses 2015: $2,640,193Net Income 2015: -$1,662,1502015Revenue 2016: $1,947,766Expenses 2016: $2,662,532Net Income 2016: -$714,7662016Revenue 2017: $6,057,451Expenses 2017: $2,665,310Net Income 2017: $3,392,1412017Revenue 2018: $2,013,203Expenses 2018: $2,663,966Net Income 2018: -$650,7632018Revenue 2019: $3,141,073Expenses 2019: $2,698,219Net Income 2019: $442,8542019Revenue 2020: $1,565,814Expenses 2020: $2,755,973Net Income 2020: -$1,190,1592020Revenue 2021: $3,873,005Expenses 2021: $2,807,722Net Income 2021: $1,065,2832021Revenue 2022: $4,966,522Expenses 2022: $2,938,730Net Income 2022: $2,027,7922022Revenue 2023: $4,069,108Expenses 2023: $2,938,247Net Income 2023: $1,130,8612023Revenue 2024: $3,358,243Expenses 2024: $3,178,613Net Income 2024: $179,6302024

Highlighted filing

2024

Revenue$3,358,243
Expenses$3,178,613
Net Income$179,630
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$45,284,300
Liabilities
$0
Net assets
$45,284,300
Revenue
$3,358,243
Expenses
$3,178,613
Net income
$179,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.3$0.00$45.3$3.36$3.18$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.1$0.00$45.1$4.07$2.94$1.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.0$0.00$44.0$4.97$2.94$2.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.0$0.00$42.0$3.87$2.81$1.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.9$0.00$40.9$1.57$2.76$1.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.1$0.00$42.1$3.14$2.70$0.44
2018Summary only. Only limited summary data is available for this year.$41.6$0.00$41.6$2.01$2.66$0.65
2017Summary only. Only limited summary data is available for this year.$42.3$0.00$42.3$6.06$2.67$3.39
2016Summary only. Only limited summary data is available for this year.$38.9$0.00$38.9$1.95$2.66$0.71
2015Summary only. Only limited summary data is available for this year.$40.4$0.00$40.4$0.98$2.64$1.66
2014Summary only. Only limited summary data is available for this year.$41.7$0.00$41.7$1.32$2.58$1.26
2013Summary only. Only limited summary data is available for this year.$43.0$0.00$43.0$2.20$2.45$0.25
2012Summary only. Only limited summary data is available for this year.$42.7$0.00$42.7$0.53$2.40$1.87
2011Summary only. Only limited summary data is available for this year.$44.0$0.00$44.0$1.39$2.40$1.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 23, 2025
Return Version
2023v6.0
Gross Receipts
$15,911,689
Mission and Program Overview

Mission

As required by its instrument, this trust supports the mariners' museum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$45,108,319$45,284,300▲ $175,981
Investments in Publicly Traded Securities$44,305,218$44,936,095▲ $630,877
Cash and Non-Interest-Bearing Accounts$11,661$293,516▲ $281,855
Savings and Temporary Cash Investments$791,440$54,689▼ $736,751
Total Assets$45,108,319$45,284,300▲ $175,981
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,108,319$45,284,300▲ $175,981
Total Liabilities and Net Assets / Fund Balance$45,108,319$45,284,300▲ $175,981
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleBaseTotal
-Co-trustee$132,138$132,138

Board Members and Trustees

NameTitle
C Christian HallCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,310,156
Other Revenue
$48,087
Change in Net Assets
$179,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,966,674
Salaries, Compensation, and Employee Benefits$132,138
Other Expenses$79,801
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,966,674--$2,966,674
Current Officers, Directors, Trustees, and Key Employees$55,093$77,045-$132,138
Fees for Service Investment Mgmnt Fees$0$53,414-$53,414
Other Expenses$750$6,098-$750
All Other Expenses-$270-$270
Total Functional Expenses$3,022,517$156,096$0$3,178,613
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
THE MARINERS' MUSEUMNewport News, VA501(c)(3)Program Support$2,966,674
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Trustee reviews all underlying monetary and factual information before the irs from 990 is filed.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“JPM in its capacity as the trustee and the investment management oversees all transaction and makes sure that no conflict of interest arises through the policy.”

Form 990, Page 6, Part VI, Line 19

“As trustee, jpmorgan chase bank na maintains a close and continuous working relationship with the officers of the supported organization. The governing documents are not available to the general public, but have been given and are available to all interested parties such as beneficiaries, trustees, executors, etc. Jpmorgan chase bank na does not have a public conflict of interest policy. However, the governing documents and state law impose limitations of trustee powers that jpmorgan chase bank na strictly follows. Financial statements are sent to each charitable beneficiary for review and comment.”

Filing and Contact Details

Filer

Filer Name
Mariners Museum Trust No 2 Xxxxx2009
EIN
13-6035434
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2025-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jp Morgan Chase Bank N a
Formed
1931
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund adjustment $(44.01); 2022 transactions posted in 2023; $934.42; 2024 transactions posted in 2023 $971.07;return of capital adjustment $(4,085.93);cost basis adjustment$(11,647.37); corporate actions adjustments $10,233.21;rounding $(10.00)”

Raw XML AppendixShowing 400 of 424 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AllOtherExpensesGrp/TotalAmt0270
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
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IRS990/CYOtherExpensesAmt079801
IRS990/CYOtherRevenueAmt048087
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IRS990/CYTotalExpensesAmt03178613
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03358243
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0C CHRISTIAN HALL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1132138
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01931
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt02088485
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt02966674
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02966674
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014641931
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt01221671
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01221671
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt044305218
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012553446
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0AS REQUIRED BY ITS INSTRUMENT, THIS TRUST SUPPORTS THE MARINERS' MUSEUM.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
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IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE INDIVIDUAL CO-TRUSTEE WAS INVOLVED IN ASSET ALLOCATION DISCUSSIONS AND ENTERED INTO AN INVESTMENT MANDATE WITH THE CORPORATE CO-TRUSTEE. AS CHAIR OF THE MUSEUMS INVESTMENT COMMITTEE, THE INDIVIDUAL CO-TRUSTEE WAS ABLE TO INFORM THE INVESTMENT OF THE TRUSTS ASSETS IN A MANNER DESIGNED TO HELP THE MUSEUM REACH ITS SUPPORT NEEDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1IN ADDITION, WE DISCUSSED REGULARLY THEIR NEED FOR INCOME WHICH PROVIDED INPUT THE MANNER AND AMOUNT OF OUR EXERCISE OF OUR POWER TO ADJUST FOR INCOME DISTRIBUTION PURPOSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2JOINT MEETINGS OF JPMORGAN, THE PRESIDENT/CEO OF THE MUSEUM, AND MEMBERS OF THE INVESTMENT COMMITTEE OF THE MUSEUM WERE HELD FOUR TIMES DURING THE YEAR. SOME OF THE MUSEUM INVESTMENT COMMITTEE MEMBERS WERE ALSO MEMBERS OF OTHER MUSEUM COMMITTEES INVOLVED IN PLANNING AND STRATEGY FOR THE MUSEUM.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THOSE MEETINGS GENERALLY INCLUDED A REVIEW OF THE TRUST ASSET ALLOCATION, INVESTMENT PERFORMANCE, TRUST EXPENSES AND DISTRIBUTION AMOUNTS PAID TO THE MUSEUM. THE TRUSTEES WERE ABLE TO ASK QUESTIONS REGARDING THE MUSEUMS NEEDS AND PLANS FOR SUPPORT AND THE RESPONSES HELPED DETERMINE THE ONGOING INVESTMENT STRATEGY, AS WELL AS THE APPROPRIATE DISTRIBUTION GOAL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE MUSEUM WAS ABLE TO GENERALLY CONFIRM ITS NEED FOR AND USE OF THE SUPPORT FUNDS RECEIVED FROM THE TRUST AND UNDERSTAND HOW THE TRUST INVESTMENT CONTRIBUTED TO THE AMOUNT RECEIVED CURRENTLY AND ANTICIPATED OVER TIME.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5THE TRUST HAS NOT RECEIVED ANY GRANT, CONTRIBUTION, BEQUEST OR OTHER TRANSFER ON OR AFTER NOVEMBER 20, 1970. THE TRUST IS REQUIRED BY ITS GOVERNING INSTRUMENT TO DISTRIBUTE ALL OF ITS NET INCOME CURRENTLY TO THE DESIGNATED BENEFICIARY SUPPORTED ORGANIZATION, THE TRUSTEE DOES NOT HAVE DISCRETION TO VARY EITHER THE BENEFICIARY SUPPORTED ORGANIZATION OR AMOUNTS PAYABLE TO THE SUPPORTED ORGANIZATION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6FINALLY, THERE ARE NO DISQUALIFIED PERSONS AS TRUSTEE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 3 (CONT)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4FORM 990, SCHEDULE A , PART IV, SECTION D , LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5FORM 990, SCHEDULE A , PART V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6FORM 990, SCHEDULE A, PART V
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0540541801
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02966674
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARINERS MUSEUM
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt02966674
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt02966674
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE MARINERS' MUSEUM
IRS990ScheduleI/RecipientTable/RecipientEIN0540541801
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 MUSEUM DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWPORT NEWS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0236063759
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. TRUST ADMINISTRATORS FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FROM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JPM in its capacity as the trustee and the investment management oversees all transaction and makes sure that no conflict of interest arises through the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS TRUSTEE, JPMORGAN CHASE BANK NA MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JPMORGAN CHASE BANK NA DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY. HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JPMORGAN CHASE BANK NA STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MUTUAL FUND ADJUSTMENT $(44.01); 2022 TRANSACTIONS POSTED IN 2023; $934.42; 2024 TRANSACTIONS POSTED IN 2023 $971.07;RETURN OF CAPITAL ADJUSTMENT $(4,085.93);COST BASIS ADJUSTMENT$(11,647.37); CORPORATE ACTIONS ADJUSTMENTS $10,233.21;ROUNDING $(10.00)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MARINERS MUSEUM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0540541801
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSEUM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 MUSEUM DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEWPORT NEWS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd023606
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02966674
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE MARINERS MUSEUM
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt045108319
IRS990/TotalAssetsEOYAmt045284300
IRS990/TotalAssetsGrp/BOYAmt045108319
IRS990/TotalAssetsGrp/EOYAmt045284300
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0156096
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03022517
IRS990/TotalFunctionalExpensesGrp/TotalAmt03178613
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt045108319
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt045284300
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03022517
IRS990/TotalReportableCompFromOrgAmt0132138
IRS990/TotalRevenueGrp/ExclusionAmt03358243
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03358243
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt045108319
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt045284300
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010 S DEARBORN ST MC IL1-0111
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060603
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583

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