Civic Intelligence

Emily G Plumb Charitable Trust 02-40073

990T • Fiscal year 2025 • EIN 65-6393997

Aug 01, 2024 to Jul 31, 2025 • Filed on Nov 20, 2025

PO Box 803878Chicago, IL 60680

(312) 630-6000

Siviq Scores

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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

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
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Nov 20, 2025
Return Version
2024v5.2
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
2025-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jason Belot
Phone
3128792000
Raw XML Appendix63 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990T/BooksInCareOfDetail/PhoneNum03126306000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 803878
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd060680
IRS990T/BookValueAssetsEOYAmt038133626
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-7915
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-7915
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-7915
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP ACTIVITY - WM ALTS KKR AND BLACKSTONE
IRS990TScheduleA/UBIBeforeNOLDedAmt0-7915
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-7915
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-20
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02025-12-05T11:01:31-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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