Civic Intelligence

Imb Charitable Trust II

990PF • Fiscal year 2017 • EIN 47-6835591

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

7th percentile

-60%

Higher net margin than 7% 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 4.5% of source-year revenue.

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

Asset Growth

22nd percentile

-2.8%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,107,198

Down $302,803 (-5.6%) from 2015

Net Assets

$5,107,198

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin7th percentile

Revenue

Down

$246,666

Down $5,163,335 (-95%) from 2015

Expenses

Up

$394,507

Up $394,507 from 2015

Net Income

Down

-$147,841

Down $5,557,842 (-103%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $5,410,001Liabilities 2015: $02015Assets 2017: $5,107,198Liabilities 2017: $0Net Assets 2017: $5,107,1982017Assets 2018: $4,903,894Liabilities 2018: $0Net Assets 2018: $4,903,8942018Assets 2019: $4,796,947Liabilities 2019: $0Net Assets 2019: $4,796,9472019Assets 2020: $4,690,133Liabilities 2020: $0Net Assets 2020: $4,690,1332020Assets 2021: $4,538,809Liabilities 2021: $0Net Assets 2021: $4,538,8092021Assets 2022: $4,362,165Liabilities 2022: $0Net Assets 2022: $4,362,1652022Assets 2023: $4,200,446Liabilities 2023: $0Net Assets 2023: $4,200,4462023Assets 2024: $3,860,741Liabilities 2024: $0Net Assets 2024: $3,860,7412024

Highlighted filing

2017

Assets$5,107,198
Liabilities$0
Net Assets$5,107,198
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: $5,410,001Expenses 2015: $0Net Income 2015: $5,410,0012015Revenue 2017: $246,666Expenses 2017: $394,507Net Income 2017: -$147,8412017Revenue 2018: $229,829Expenses 2018: $433,133Net Income 2018: -$203,3042018Revenue 2019: $334,906Expenses 2019: $441,853Net Income 2019: -$106,9472019Revenue 2020: $324,747Expenses 2020: $431,561Net Income 2020: -$106,8142020Revenue 2021: $282,099Expenses 2021: $433,423Net Income 2021: -$151,3242021Revenue 2022: $286,615Expenses 2022: $463,259Net Income 2022: -$176,6442022Revenue 2023: $253,238Expenses 2023: $414,957Net Income 2023: -$161,7192023Revenue 2024: $52,737Expenses 2024: $392,442Net Income 2024: -$339,7052024

Highlighted filing

2017

Revenue$246,666
Expenses$394,507
Net Income-$147,841
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 Ii
EIN
47-6835591
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 Appendix274 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 II 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 Trust's commitment to exempt purposes, including any charitable, scientific, literary, artistic or educational purpose.
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0152506
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt094139
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt021
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0246666
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0246666
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt094139
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0229321
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0229321
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0152506
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0152506
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0152506
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-147841
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0344313
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt094139
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt081480
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt03366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt078940
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt078940
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt078940
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt060880
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt060880
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt060880
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0152527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0165186
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0229321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0165186
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0394507
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0246666
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0246666
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0165186
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0165186
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0165186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0250174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt083496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt083496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0333670
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/CapitalGainNetIncomeAmt094139
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-147841
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt06658
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05113856
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05261697
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05107198
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0306672
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0306672
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0306672
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0308302
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01630
IRS990PF/DistributableAmountGrp/TotalTaxAmt01630
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03364
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01630
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01630
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01630
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03364
IRS990PF/FMVAssetsEOYAmt06490688
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt055935
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0158267
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0158267
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05205762
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04948931
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06332421
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05261697
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05107198
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06490688
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05261697
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05107198
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05261697
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05107198
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt05261697
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt05107198
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06259943
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt069993
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06189950
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt093899
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0308302
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06166044
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06259943
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/AdjNetVlNoncharitableAssetsAmt0256760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0257575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0189246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0244239
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06166044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05686275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04884780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0229321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.083281
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0229321
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0229321
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0229321
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 MILWAUKEE 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/Amt0229321
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER THE CHARITABLE GOAL OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH FEDERATION METROPOLITAN CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt030 SOUTH WELLS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0229321
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/AppliedToYear1Amt0229321
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0306672
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0229321
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0306672
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0229321
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06658
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0REVERSE PRIOR PERIOD NON-DIVIDEND DISTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03080
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1271
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PENALTIES-UNDERESTIMATED TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WIRE TRANSFER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03080
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1271
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03080
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1271
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt078940
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt078940
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT\MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt078940
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt060000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt130
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2850
TaxesSchedule/TaxesDetail/Amt060000
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/Amt2850
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ILLINOIS CHARITY BUREAU FUND
TaxesSchedule/TaxesDetail/CategoryTxt2INTERNAL REVENUE SERVICE FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt060000
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 II
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO JEFFREY A PRITIKIN & ASSOCIATES LLC
ReturnHeader/Filer/BusinessNameControlTxt0IMBC
ReturnHeader/Filer/EIN0476835591
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/ReturnTs02018-11-04T15:27:52-08:00
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
$5,107,198
Liabilities
$0
Net assets
$5,107,198
Revenue
$246,666
Expenses
$394,507
Net income
-$147,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.05$0.39$0.34
2023Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.25$0.41$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.29$0.46$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.28$0.43$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.32$0.43$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.33$0.44$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.23$0.43$0.20
2017Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.25$0.39$0.15
2015Summary only. Only limited summary data is available for this year.$5.41$0.00$5.41$0.00$5.41