Civic Intelligence

Jimmie Ullery Charitable Trust

990PF • Fiscal year 2018 • EIN 73-6142334

Feb 01, 2017 to Jan 31, 2018 • Filed on May 31, 2018

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$7,367

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

43rd percentile

-1.4%

Faster asset growth than 43% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

90th percentile

72%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$343,298

Down $9,856 (-2.8%) from 2016

Net Assets

$343,298

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

Up

$32,124

Up $21,264 (+196%) from 2016

Expenses

Down

$23,901

Down $2,938 (-11%) from 2016

Net Income

Up

$8,223

Up $24,202 (+151%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $379,974Liabilities 2011: $0Net Assets 2011: $379,9742011Assets 2012: $378,009Liabilities 2012: $0Net Assets 2012: $378,0092012Assets 2013: $363,669Liabilities 2013: $02013Assets 2014: $359,997Liabilities 2014: $02014Assets 2015: $369,136Liabilities 2015: $02015Assets 2016: $353,154Liabilities 2016: $02016Assets 2018: $343,298Liabilities 2018: $0Net Assets 2018: $343,2982018Assets 2020: $340,632Liabilities 2020: $1Net Assets 2020: $340,6322020Assets 2021: $336,095Liabilities 2021: $1Net Assets 2021: $336,0952021Assets 2022: $337,361Liabilities 2022: $1Net Assets 2022: $337,3612022Assets 2023: $324,858Liabilities 2023: $1Net Assets 2023: $324,8582023Assets 2024: $315,538Liabilities 2024: $1Net Assets 2024: $315,5382024Assets 2025: $308,111Liabilities 2025: $0Net Assets 2025: $308,1112025

Highlighted filing

2018

Assets$343,298
Liabilities$0
Net Assets$343,298
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

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

$40K$20K$0-$20KExpenses 2011: $15,3482011Expenses 2012: $25,2032012Revenue 2013: $10,229Expenses 2013: $24,601Net Income 2013: -$14,3722013Revenue 2014: $22,215Expenses 2014: $25,001Net Income 2014: -$2,7862014Revenue 2015: $35,016Expenses 2015: $25,877Net Income 2015: $9,1392015Revenue 2016: $10,860Expenses 2016: $26,839Net Income 2016: -$15,9792016Revenue 2018: $32,124Expenses 2018: $23,901Net Income 2018: $8,2232018Revenue 2020: $29,284Expenses 2020: $25,562Net Income 2020: $3,7222020Revenue 2021: $22,428Expenses 2021: $26,965Net Income 2021: -$4,5372021Revenue 2022: $28,884Expenses 2022: $27,621Net Income 2022: $1,2632022Revenue 2023: $17,121Expenses 2023: $30,184Net Income 2023: -$13,0632023Revenue 2024: $19,236Expenses 2024: $28,045Net Income 2024: -$8,8092024Revenue 2025: $20,543Expenses 2025: $28,012Net Income 2025: -$7,4692025

Highlighted filing

2018

Revenue$32,124
Expenses$23,901
Net Income$8,223
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2017 to Jan 31, 2018
Signed
May 31, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,367-$7,367
Filing and Contact Details

Filer

Filer Name
Jimmie Ullery Charitable Trust Xxxxx7004
EIN
73-6142334
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
127 PUBLIC SQUARE, CLEVELAND, OH 44114
Preparer
Kelly Neugebauer
Phone
3124869652
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt63893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1311505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0356.15 DOUBLELINE TOTL RET BND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1647.627 JPMORGAN CORE BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc222. ISHARES TR S & P MIDCAP 400 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3396.881 BROWN ADV JAPAN ALPHA OPP-IS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc472. ISHARES TR S & P MIDCAP 400 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5520.464 JPMORGAN CORE BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6443.394 NEUBERGER BERMAN HI IN B-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7283.07 T ROWE PR EMERG MKTS BND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc881.743 VANGUARD TOTAL INTL BND-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9423.448 NB HIGH INCOME BOND-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10238.199 FMI LARGE CAP FUND-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11132.381 MFS INTL VALUE-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1266.104 OAKMARK INTERNATIONAL-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13483.607 JPMORGAN GL RES ENH IDX-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022319
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08223
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt068
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0343366
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0335143
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0343298
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020356
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020356
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020356
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020906
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0550
IRS990PF/DistributableAmountGrp/TotalTaxAmt0550
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0550
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0550
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0550
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0204
IRS990PF/FMVAssetsEOYAmt0456891
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0335143
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0343298
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03931
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04808
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt054882
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt045818
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt046028
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0234720
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0246127
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0359200
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt023330
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt040995
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt041305
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018280
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05550
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05550
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0335143
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0343298
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0456891
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0335143
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0343298
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0335143
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0343298
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0424485
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017034
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0407451
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06367
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020906
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0418118
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0424485
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07367
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 S DEARBORN ST MC IL 1-0111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt020895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt021170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt020316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt021908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt019434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt019172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0418118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0381229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0407880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0424889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0405586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0376230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt019263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.249872
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt019263
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt019263
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt019263
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 S DEARBORN ST MC IL 1-0111
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060603
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08004962583
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$343,298
Liabilities
$0
Net assets
$343,298
Revenue
$32,124
Expenses
$23,901
Net income
$8,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.21$0.28$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.19$0.28$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.17$0.30$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.29$0.28$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.22$0.27$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.29$0.26$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.32$0.24$0.08
2016Summary only. Only limited summary data is available for this year.$3.53$0.00$0.11$0.27$0.16
2015Summary only. Only limited summary data is available for this year.$3.69$0.00$0.35$0.26$0.09
2014Summary only. Only limited summary data is available for this year.$3.60$0.00$0.22$0.25$0.03
2013Summary only. Only limited summary data is available for this year.$3.64$0.00$0.10$0.25$0.14
2012Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.15