Civic Intelligence

Imb Charitable Trust

990PF • Fiscal year 2017 • EIN 47-6832122

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 04, 2018

Organization Profile
1020 Milwaukee AveDeerfield, IL 60015

(847) 808-1190

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

6th percentile

-66%

Higher net margin than 6% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

30th percentile

$11,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

67th percentile

8.7%

Faster asset growth than 67% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$6,303,432

Up $968,507 (+18%) from 2015

Net Assets

$6,303,432

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $193,330 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin6th percentile

Revenue

Down

$217,523

Down $5,123,185 (-96%) from 2015

Expenses

Up

$361,567

Up $355,784 (+6152%) from 2015

Net Income

Down

-$144,044

Down $5,478,969 (-103%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $5,334,925Liabilities 2015: $193,3302015Assets 2017: $6,303,432Liabilities 2017: $0Net Assets 2017: $6,303,4322017Assets 2018: $5,143,857Liabilities 2018: $0Net Assets 2018: $5,143,8572018Assets 2019: $5,022,008Liabilities 2019: $0Net Assets 2019: $5,022,0082019Assets 2020: $4,828,582Liabilities 2020: $0Net Assets 2020: $4,828,5822020Assets 2021: $4,682,504Liabilities 2021: $0Net Assets 2021: $4,682,5042021Assets 2022: $4,500,457Liabilities 2022: $0Net Assets 2022: $4,500,4572022Assets 2023: $4,327,581Liabilities 2023: $0Net Assets 2023: $4,327,5812023Assets 2024: $3,932,689Liabilities 2024: $0Net Assets 2024: $3,932,6892024

Highlighted filing

2017

Assets$6,303,432
Liabilities$0
Net Assets$6,303,432
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $5,340,708Expenses 2015: $5,783Net Income 2015: $5,334,9252015Revenue 2017: $217,523Expenses 2017: $361,567Net Income 2017: -$144,0442017Revenue 2018: $178,620Expenses 2018: $411,783Net Income 2018: -$233,1632018Revenue 2019: $297,314Expenses 2019: $419,163Net Income 2019: -$121,8492019Revenue 2020: $217,522Expenses 2020: $410,948Net Income 2020: -$193,4262020Revenue 2021: $264,384Expenses 2021: $410,462Net Income 2021: -$146,0782021Revenue 2022: $261,140Expenses 2022: $443,187Net Income 2022: -$182,0472022Revenue 2023: $223,123Expenses 2023: $395,999Net Income 2023: -$172,8762023Revenue 2024: -$9,579Expenses 2024: $385,313Net Income 2024: -$394,8922024

Highlighted filing

2017

Revenue$217,523
Expenses$361,567
Net Income-$144,044
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 4, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY A PRITIKINCo-TrusteePT$11,000-$11,000
BENJAMIN D HOLLANDCo-TrusteePT$11,000-$11,000
Filing and Contact Details

Filer

Filer Name
Imb Charitable Trust
EIN
47-6832122
Phone
8478081190
Address
1020 MILWAUKEE AVE, DEERFIELD, IL 60015

Signing Officer

Name
Benjamin D Holland
Title
CO-Trustee
Signed
2018-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey a Pritikin & Associates LLC
Address
1020 MILWAUKEE AVENUE SUITE 145, DEERFIELD, IL 60015
Preparer
Jeffrey a Pritikin
Phone
8478081190
Raw XML Appendix285 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The IMB Charitable Trust will distribute no less than the minimum amount required to avoid an excise tax under Section 4942 of the Code to organizations that are qualified under Section 501(c)(3) of the Code and classified as public charities under Section 509(a)(1), (2) or (3) of the Code, for any activities or programs which will further the Charitable Trusts commitment to exempt purposes, including any charitable, scientific, literary, artistic or educational purpose.
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0149373
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt068130
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt020
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0217523
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0217523
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt056146
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt068130
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0268320
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0268320
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0149373
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0149373
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0149373
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-144044
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0301177
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt068130
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0124276
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt03097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt065330
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt065330
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt065330
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt02820
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02820
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02820
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0149393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt093247
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0268320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt093247
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0361567
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0217523
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0217523
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt093247
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt093247
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt093247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0233047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt057761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt057761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0290808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0OPPENHEIMER & CO-PUBLICLY TRADED SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt068130
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-144044
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt062327
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0926412
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06365759
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05583391
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06303432
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0299006
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0299006
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0299006
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0300249
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01243
IRS990PF/DistributableAmountGrp/TotalTaxAmt01243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01886
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01886
IRS990PF/FMVAssetsEOYAmt06303432
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt075465
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0137939
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0137939
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05452689
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05239081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06165493
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt055237
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0926412
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05583391
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06303432
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06303432
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05583391
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06303432
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05583391
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06303432
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt05583391
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt06303432
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06096416
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt071959
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06024457
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt091446
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0300249
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06004970
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06096416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt011000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt111000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFREY A PRITIKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BENJAMIN D HOLLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01308 WHITNEY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11456 N WEILAND ST P2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BUFFALO GROVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060089
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160610
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0218773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0220016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0125761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0125761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.036432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.02333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04954
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06004970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05391166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02538758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0268320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.072863
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0267077
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0268320
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01243
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0268320
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01020 MILWAUKWEE AVE STE 145
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DEERFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060015
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JEFFREY A PRITIKIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum08478081190
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0268320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER THE ORGANIZATIONS CHARITABLE GOALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE CHICAGO COMMUNITY TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 N MICHIGAN AVENUE STE 2200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0268320
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0268320
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0299006
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0268320
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0299006
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0268320
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt055237
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0926412
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07090
OtherDecreasesSchedule/OtherDecreasesDetail/Amt155237
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON-DIVIDEND DISTRIBUTIONS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1REVERSE PRIOR YEAR UNREALIZED LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03037
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INTEREST EXPENSE-IRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PENALTIES-IRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03037
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03037
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt235
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt065330
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt065330
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT\MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt065330
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01940
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt130
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2850
TaxesSchedule/TaxesDetail/Amt01940
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/Amt2850
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ILLINOIS CHARITY BUREAU FOUNDATION
TaxesSchedule/TaxesDetail/CategoryTxt2INTERNAL REVENUE SERVICE FILING FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01940
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt130
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2850
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BENJAMIN D HOLLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IMB CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO JEFFREY A PRITIKIN & ASSOCIATES LLC
ReturnHeader/Filer/BusinessNameControlTxt0IMBC
ReturnHeader/Filer/EIN0476832122
ReturnHeader/Filer/PhoneNum08478081190
ReturnHeader/Filer/USAddress/AddressLine1Txt01020 MILWAUKEE AVE
ReturnHeader/Filer/USAddress/CityNm0DEERFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060015
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363457432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFFREY A PRITIKIN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01020 MILWAUKEE AVENUE SUITE 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08478081190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A PRITIKIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-04T15:27:20-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,303,432
Liabilities
$0
Net assets
$6,303,432
Revenue
$217,523
Expenses
$361,567
Net income
-$144,044
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.01$0.39$0.39
2023Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.22$0.40$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.26$0.44$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.26$0.41$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.22$0.41$0.19
2019Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.30$0.42$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.18$0.41$0.23
2017Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.22$0.36$0.14
2015Summary only. Only limited summary data is available for this year.$5.33$0.19$5.34$0.01$5.33