Civic Intelligence

Emily G Plumb Charitable Trust 02-40073

990T • Fiscal year 2022 • EIN 65-6393997

Aug 01, 2021 to Jul 31, 2022 • Filed on Oct 20, 2022

Organization Profile
PO Box 803878Chicago, IL 60680

(312) 630-6000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $43,053,602Liabilities 2011: $0Net Assets 2011: $43,053,6022011Assets 2012: $42,041,123Liabilities 2012: $0Net Assets 2012: $42,041,1232012Assets 2013: $43,872,916Liabilities 2013: $0Net Assets 2013: $43,872,9162013Assets 2014: $44,046,972Liabilities 2014: $0Net Assets 2014: $44,046,9722014Assets 2015: $43,786,736Liabilities 2015: $02015Assets 2020: $39,316,305Liabilities 2020: $0Net Assets 2020: $39,316,3052020Assets 2021: $41,208,206Liabilities 2021: $0Net Assets 2021: $41,208,2062021Assets 2022: $40,196,560Liabilities 2022: $0Net Assets 2022: $40,196,5602022Assets 2023: $39,731,551Liabilities 2023: $0Net Assets 2023: $39,731,5512023Assets 2024: $38,273,468Liabilities 2024: $0Net Assets 2024: $38,273,4682024Assets 2025: $38,133,626Liabilities 2025: $0Net Assets 2025: $38,133,6262025

Latest loaded filing

2025

Assets$38,133,626
Liabilities$0
Net Assets$38,133,626
Open 2025 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,724,507Expenses 2011: $2,452,709Net Income 2011: $1,271,7982011Revenue 2012: $1,604,608Expenses 2012: $2,625,178Net Income 2012: -$1,020,5702012Revenue 2013: $4,177,369Expenses 2013: $2,345,576Net Income 2013: $1,831,7932013Revenue 2014: $2,935,490Expenses 2014: $2,747,861Net Income 2014: $187,6292014Revenue 2015: $2,579,163Expenses 2015: $2,841,877Net Income 2015: -$262,7142015Revenue 2020: $1,331,564Expenses 2020: $2,867,592Net Income 2020: -$1,536,0282020Revenue 2021: $4,693,032Expenses 2021: $2,807,755Net Income 2021: $1,885,2772021Revenue 2022: $2,064,076Expenses 2022: $3,572,973Net Income 2022: -$1,508,8972022Revenue 2023: $2,570,021Expenses 2023: $3,051,360Net Income 2023: -$481,3392023Revenue 2024: $1,783,468Expenses 2024: $3,206,604Net Income 2024: -$1,423,1362024Revenue 2025: $3,148,876Expenses 2025: $3,257,378Net Income 2025: -$108,5022025

Latest loaded filing

2025

Revenue$3,148,876
Expenses$3,257,378
Net Income-$108,502
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Oct 20, 2022
Return Version
2021v4.1
Filing and Contact Details

Filer

Filer Name
Emily G Plumb Charitable Trust
EIN
65-6393997
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
Northern Trust Company
Title
Vice President
Phone
3126306000
Signed
2022-10-20
Raw XML Appendix56 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
IRS990T/BalanceDueAmt00
IRS990T/BookValueAssetsEOYAmt040196560
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/PrincipalBusinessActivityCd1900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-2901
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-588
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-2901
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1-588
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-2901
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1-588
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP ACTIVITY - WM ALTS KKR GLOBAL INFRASTRUCTURE III
IRS990TScheduleA/TradeOrBusinessDesc1PARTNERSHIP ACTIVITY - WM ALTS BLACKSTONE REAL ESTATE PARTNERS IX
IRS990TScheduleA/UBIBeforeNOLDedAmt0-2901
IRS990TScheduleA/UBIBeforeNOLDedAmt1-588
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-2901
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-588
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMILY G PLUMB CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0656393997
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 803878
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/ReturnTs02022-11-03T10:00:23-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
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Revenue
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Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$3.15$3.26$0.11
2024Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$1.78$3.21$1.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.7$0.00$39.7$2.57$3.05$0.48
2022Detailed filing. Detailed filing data is available for this year.$40.2$0.00$40.2$2.06$3.57$1.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$41.2$0.00$41.2$4.69$2.81$1.89
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.3$0.00$39.3$1.33$2.87$1.54
2015Summary only. Only limited summary data is available for this year.$43.8$0.00$2.58$2.84$0.26
2014Summary only. Only limited summary data is available for this year.$44.0$0.00$44.0$2.94$2.75$0.19
2013Summary only. Only limited summary data is available for this year.$43.9$0.00$43.9$4.18$2.35$1.83
2012Summary only. Only limited summary data is available for this year.$42.0$0.00$42.0$1.60$2.63$1.02
2011Summary only. Only limited summary data is available for this year.$43.1$0.00$43.1$3.72$2.45$1.27