Civic Intelligence

Imb Charitable Trust

990PF • Fiscal year 2019 • EIN 47-6832122

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 15, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

12th percentile

-41%

Higher net margin than 12% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

34th percentile

$24,000

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

26th percentile

-2.4%

Faster asset growth than 26% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

66%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$5,022,008

Down $121,849 (-2.4%) from 2018

Net Assets

Down

$5,022,008

Down $121,849 (-2.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin12th percentile

Revenue

Up

$297,314

Up $118,694 (+66%) from 2018

Expenses

Up

$419,163

Up $7,380 (+1.8%) from 2018

Net Income

Up

-$121,849

Up $111,314 (+48%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2019

Assets$5,022,008
Liabilities$0
Net Assets$5,022,008
Open 2019 Filing

Operations Trend

Revenue Growth90th 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

2019

Revenue$297,314
Expenses$419,163
Net Income-$121,849
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY A PRITIKINCo-TrusteePT$24,000-$24,000
BENJAMIN D HOLLANDCo-TrusteePT$24,000-$24,000
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
2020-09-15
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 Appendix266 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/RelatedOrExemptFunctionIncmAmt0185760
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0111376
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0178
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0297314
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0297314
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt070572
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0111376
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0303797
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0303797
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0185760
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0185760
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0185760
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-121849
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0335013
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0178
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0178
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0178
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0111376
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0181948
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt03933
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03933
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03933
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt063418
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt063418
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt063418
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0185938
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0115366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0303797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0115366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0419163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0297314
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0297314
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0115366
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0115366
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0115366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0223637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt091114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt120262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt091114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0314751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0OPPENHEIMER & CO-PUBLICLY TRADED SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0111376
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-121849
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05022008
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05143857
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05022008
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0291239
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0291239
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0291239
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0293058
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01819
IRS990PF/DistributableAmountGrp/TotalTaxAmt01819
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0942
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01819
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01819
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01819
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0877
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0942
IRS990PF/FMVAssetsEOYAmt06142366
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0123772
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0118859
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0118859
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05020085
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04903149
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06023507
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt05143857
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05143857
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05022008
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06142366
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05143857
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05022008
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05143857
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05022008
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05950414
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt089657
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05860757
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt089256
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0293058
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05861158
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05950414
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt024000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt124000
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/AdjNetVlNoncharitableAssetsAmt0243730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0245549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0298348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0267077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0125761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0125761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.02333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04954
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05861158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06089095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06004970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05391166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02538758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0303797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.166336
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0301978
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0303797
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01819
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0303797
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/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/Amt0303797
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/TotalGrantOrContriPdDurYrAmt0303797
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/AppliedToYear1Amt0303797
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0291239
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0303797
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0291239
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0303797
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ISADORE M BERNSTEIN REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01020 MILWAUKEE AVE STE 145
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DEERFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060015
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0303797
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03933
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03933
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03933
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt063418
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt063418
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT\MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt063418
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt015
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0ILLINOIS CHARITY BUREAU FOUNDATION
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BENJAMIN D HOLLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-15
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/ReturnTs02020-09-15T13:24:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,022,008
Liabilities
$0
Net assets
$5,022,008
Revenue
$297,314
Expenses
$419,163
Net income
-$121,849
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