Civic Intelligence

The Mariners Museum Tr No 1 XXXXX3005

EIN 13-6035522 • 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

18th percentile

-8.4%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

11th percentile

$85,022

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

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

Asset Growth

28th percentile

-0.6%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

8th percentile

-29%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$29,798,436

Down $165,220 (-0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$29,798,436

Down $165,220 (-0.6%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin18th percentile

Revenue

Down

$1,929,731

Down $791,631 (-29%) from 2023

Expenses

Up

$2,091,932

Up $128,636 (+6.6%) from 2023

Net Income

Down

-$162,201

Down $920,267 (-121%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$40M$30M$20M$10M$0Assets 2011: $30,425,847Liabilities 2011: $0Net Assets 2011: $30,425,8472011Assets 2012: $29,453,595Liabilities 2012: $0Net Assets 2012: $29,453,5952012Assets 2013: $29,697,261Liabilities 2013: $0Net Assets 2013: $29,697,2612013Assets 2014: $28,823,069Liabilities 2014: $0Net Assets 2014: $28,823,0692014Assets 2015: $27,997,375Liabilities 2015: $0Net Assets 2015: $27,997,3752015Assets 2016: $27,128,984Liabilities 2016: $0Net Assets 2016: $27,128,9842016Assets 2017: $28,978,699Liabilities 2017: $0Net Assets 2017: $28,978,6992017Assets 2018: $28,452,575Liabilities 2018: $0Net Assets 2018: $28,452,5752018Assets 2019: $28,791,550Liabilities 2019: $0Net Assets 2019: $28,791,5502019Assets 2020: $27,873,105Liabilities 2020: $0Net Assets 2020: $27,873,1052020Assets 2021: $28,659,817Liabilities 2021: $0Net Assets 2021: $28,659,8172021Assets 2022: $29,205,844Liabilities 2022: $0Net Assets 2022: $29,205,8442022Assets 2023: $29,963,656Liabilities 2023: $0Net Assets 2023: $29,963,6562023Assets 2024: $29,798,436Liabilities 2024: $0Net Assets 2024: $29,798,4362024

Highlighted filing

2024

Assets$29,798,436
Liabilities$0
Net Assets$29,798,436
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,051,957Expenses 2011: $1,663,820Net Income 2011: -$611,8632011Revenue 2012: $266,015Expenses 2012: $1,668,495Net Income 2012: -$1,402,4802012Revenue 2013: $1,553,679Expenses 2013: $1,696,542Net Income 2013: -$142,8632013Revenue 2014: $934,218Expenses 2014: $1,787,414Net Income 2014: -$853,1962014Revenue 2015: $887,836Expenses 2015: $1,796,861Net Income 2015: -$909,0252015Revenue 2016: $1,415,174Expenses 2016: $1,874,344Net Income 2016: -$459,1702016Revenue 2017: $3,686,477Expenses 2017: $1,833,487Net Income 2017: $1,852,9902017Revenue 2018: $1,314,634Expenses 2018: $1,826,618Net Income 2018: -$511,9842018Revenue 2019: $2,191,182Expenses 2019: $1,848,758Net Income 2019: $342,4242019Revenue 2020: $981,641Expenses 2020: $1,881,465Net Income 2020: -$899,8242020Revenue 2021: $2,644,762Expenses 2021: $1,853,976Net Income 2021: $790,7862021Revenue 2022: $2,578,588Expenses 2022: $2,036,548Net Income 2022: $542,0402022Revenue 2023: $2,721,362Expenses 2023: $1,963,296Net Income 2023: $758,0662023Revenue 2024: $1,929,731Expenses 2024: $2,091,932Net Income 2024: -$162,2012024

Highlighted filing

2024

Revenue$1,929,731
Expenses$2,091,932
Net Income-$162,201
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,798,436
Liabilities
$0
Net assets
$29,798,436
Revenue
$1,929,731
Expenses
$2,091,932
Net income
-$162,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$1.93$2.09$0.16
2023Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$2.72$1.96$0.76
2022Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$2.58$2.04$0.54
2021Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$2.64$1.85$0.79
2020Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$0.98$1.88$0.90
2019Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$2.19$1.85$0.34
2018Summary only. Only limited summary data is available for this year.$28.5$0.00$28.5$1.31$1.83$0.51
2017Summary only. Only limited summary data is available for this year.$29.0$0.00$29.0$3.69$1.83$1.85
2016Summary only. Only limited summary data is available for this year.$27.1$0.00$27.1$1.42$1.87$0.46
2015Summary only. Only limited summary data is available for this year.$28.0$0.00$28.0$0.89$1.80$0.91
2014Summary only. Only limited summary data is available for this year.$28.8$0.00$28.8$0.93$1.79$0.85
2013Summary only. Only limited summary data is available for this year.$29.7$0.00$29.7$1.55$1.70$0.14
2012Summary only. Only limited summary data is available for this year.$29.5$0.00$29.5$0.27$1.67$1.40
2011Summary only. Only limited summary data is available for this year.$30.4$0.00$30.4$1.05$1.66$0.61
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
$10,815,957
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$29,963,656$29,798,436▼ $165,220
Investments in Publicly Traded Securities$29,342,086$29,563,694▲ $221,608
Savings and Temporary Cash Investments$613,821$224,753▼ $389,068
Cash and Non-Interest-Bearing Accounts$7,749$9,989▲ $2,240
Total Assets$29,963,656$29,798,436▼ $165,220
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,963,656$29,798,436▼ $165,220
Total Liabilities and Net Assets / Fund Balance$29,963,656$29,798,436▼ $165,220
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleBaseTotal
-Trustee$85,022$85,022

Board Members and Trustees

NameTitle
Brian SkinnerCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,899,197
Other Revenue
$30,534
Change in Net Assets
$-162,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,950,626
Salaries, Compensation, and Employee Benefits$85,022
Other Expenses$56,284
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,950,626--$1,950,626
Current Officers, Directors, Trustees, and Key Employees$35,449$49,573-$85,022
Fees for Service Investment Mgmnt Fees-$38,586-$38,586
Other Expenses$750$4,081-$750
All Other Expenses-$191-$191
Total Functional Expenses$1,986,825$105,107$0$2,091,932
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
THE MARINERS' MUSEUMNewport News, VA501(c)(3)Program Support$1,950,626
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 form 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 thatjpmorgan chase bank na strictly follows. Financial statements are sent to each charitable beneficiary for review and comment.”

Filing and Contact Details

Filer

Filer Name
The Mariners Museum Tr No 1 Xxxxx3005
EIN
13-6035522
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
1940
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

“2023 transactions posted in 2022 $589.47; 2024 transactions posted in 2023 $587.83; mutual fund adj ($29.09); cost basis adj $(640.51); accrued int paid $(30.61); return of capital adjustment ($3,492.09); rounding $(4)”

Raw XML AppendixShowing 400 of 422 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.

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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 INTO 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 DISQUALIFED 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/SupportAmt01950626
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE MARINER'S MUSEUM
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01950626
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01950626
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 FORM 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 THATJPMORGAN CHASE BANK NA STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32023 TRANSACTIONS POSTED IN 2022 $589.47; 2024 TRANSACTIONS POSTED IN 2023 $587.83; MUTUAL FUND ADJ ($29.09); COST BASIS ADJ $(640.51); ACCRUED INT PAID $(30.61); RETURN OF CAPITAL ADJUSTMENT ($3,492.09); ROUNDING $(4)
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
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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/ZIPCd0236063759
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01950626
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE MARINERS MUSEUM
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IRS990/StatesWhereCopyOfReturnIsFldCd0NY
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt029963656
IRS990/TotalAssetsEOYAmt029798436
IRS990/TotalAssetsGrp/BOYAmt029963656
IRS990/TotalAssetsGrp/EOYAmt029798436
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0105107
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01986825
IRS990/TotalFunctionalExpensesGrp/TotalAmt02091932
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt029963656
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt029798436
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01986825
IRS990/TotalReportableCompFromOrgAmt085022
IRS990/TotalRevenueGrp/ExclusionAmt01929731
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01929731
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt029963656
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt029798436
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010 S DEARBORN ST MC IL 1-0111
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
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARINERS MUSEUM TR NO 1 XXXXX3005

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