Civic Intelligence

Gregory-Johnstone Char Trust XXXXX1003

990PF • Fiscal year 2019 • EIN 76-6080218

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 09, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

32nd percentile

-5.4%

Higher net margin than 32% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$9,289

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 31.8% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

45th percentile

-0.4%

Faster asset growth than 45% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$397,616

Down $1,648 (-0.4%) from 2018

Net Assets

Down

$397,616

Down $1,648 (-0.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin32nd percentile

Revenue

Up

$29,219

Up $4,461 (+18%) from 2018

Expenses

Up

$30,797

Up $3,451 (+13%) from 2018

Net Income

Up

-$1,578

Up $1,010 (+39%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$600K$400K$200K$0Assets 2010: $399,414Liabilities 2010: $0Net Assets 2010: $399,4142010Assets 2011: $382,769Liabilities 2011: $0Net Assets 2011: $382,7692011Assets 2012: $387,816Liabilities 2012: $02012Assets 2013: $393,961Liabilities 2013: $02013Assets 2014: $405,375Liabilities 2014: $02014Assets 2015: $409,823Liabilities 2015: $02015Assets 2018: $399,264Liabilities 2018: $0Net Assets 2018: $399,2642018Assets 2019: $397,616Liabilities 2019: $0Net Assets 2019: $397,6162019Assets 2020: $393,243Liabilities 2020: $0Net Assets 2020: $393,2432020Assets 2021: $411,278Liabilities 2021: $0Net Assets 2021: $411,2782021Assets 2022: $386,124Liabilities 2022: $0Net Assets 2022: $386,1242022Assets 2023: $377,739Liabilities 2023: $0Net Assets 2023: $377,7392023Assets 2024: $372,835Liabilities 2024: $0Net Assets 2024: $372,8352024

Highlighted filing

2019

Assets$397,616
Liabilities$0
Net Assets$397,616
Open 2019 Filing

Operations Trend

Revenue Growth72nd percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $31,7612010Expenses 2011: $32,3492011Revenue 2012: $10,935Expenses 2012: $5,678Net Income 2012: $5,2572012Revenue 2013: $29,852Expenses 2013: $23,707Net Income 2013: $6,1452013Revenue 2014: $31,180Expenses 2014: $19,765Net Income 2014: $11,4152014Revenue 2015: $11,142Expenses 2015: $6,695Net Income 2015: $4,4472015Revenue 2018: $24,758Expenses 2018: $27,346Net Income 2018: -$2,5882018Revenue 2019: $29,219Expenses 2019: $30,797Net Income 2019: -$1,5782019Revenue 2020: $25,672Expenses 2020: $30,142Net Income 2020: -$4,4702020Revenue 2021: $48,654Expenses 2021: $30,807Net Income 2021: $17,8472021Revenue 2022: $7,596Expenses 2022: $32,652Net Income 2022: -$25,0562022Revenue 2023: $21,069Expenses 2023: $29,509Net Income 2023: -$8,4402023Revenue 2024: $26,278Expenses 2024: $29,253Net Income 2024: -$2,9752024

Highlighted filing

2019

Revenue$29,219
Expenses$30,797
Net Income-$1,578
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 9, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$9,289-$9,289
Filing and Contact Details

Filer

Filer Name
Gregory-johnstone Char Trust Xxxxx1003
EIN
76-6080218
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2020-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt86030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1310483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1512061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt169407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1714610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt189531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1916638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0840.171 DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1762.175 JOHN HANCOCK INCOME-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21040.043 PIMCO INVESTMENT GRADE CORPORATE BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3117. ISHARES CORE MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4360.573 JPMORGAN CORE BOND FUND ULTRA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc55485.941 JPMORGAN CORE BOND FUND ULTRA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6327.619 MFS EMERG MRKTS DEBT-R5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7382.001 JPM EQUITY FD - USD - R6 ISIN US48121L8173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8690.749 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9414.84 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10133.648 ARTISAN INTL VAL-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11189.512 OAKMARK INTERNATIONAL-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12226.43 JPM EQUITY FD - USD - R6 ISIN US48121L8173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13574.745 NEUBERGER BERMAN MULTI CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14406.759 T ROWE PR OVERSEAS STOCK-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1542. SPDR TR UNIT SER 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1687. ISHARES TR BARCLAYS MBS BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc171312.668 VANGUARD TOT BD MKT IDX-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18118. VANGUARD BD INDEX FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19741.772 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt016844
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1578
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0966
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0896
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0398582
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0399264
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0397616
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023389
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023389
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023389
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023616
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0227
IRS990PF/DistributableAmountGrp/TotalTaxAmt0227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0208
IRS990PF/FMVAssetsEOYAmt0489214
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0399264
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0397616
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03125
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05412
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0184378
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0194480
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0199625
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0206312
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0195018
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0281471
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05449
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02706
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02706
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0399264
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0397616
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0489214
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0399264
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0397616
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0399264
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0397616
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0479522
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09394
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0470128
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07193
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023616
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0472329
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0479522
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0JPMORGAN CHASE BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09289
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/AdjNetVlNoncharitableAssetsAmt015371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt015598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt022829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt022181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt014530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt013500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.032544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.032715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.005273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.029375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0472329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0481003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0463115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0444136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0452833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0459573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt024108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.162719
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt023881
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024108
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0227
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt024108
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/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/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/OrgReportOrRegisterStateCd0TX
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

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

Open filing
Assets
$397,616
Liabilities
$0
Net assets
$397,616
Revenue
$29,219
Expenses
$30,797
Net income
-$1,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.26$0.29$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.21$0.30$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.08$0.33$0.25
2021Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.49$0.31$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.26$0.30$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.29$0.31$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.25$0.27$0.03
2015Summary only. Only limited summary data is available for this year.$4.10$0.00$0.11$0.07$0.04
2014Summary only. Only limited summary data is available for this year.$4.05$0.00$0.31$0.20$0.11
2013Summary only. Only limited summary data is available for this year.$3.94$0.00$0.30$0.24$0.06
2012Summary only. Only limited summary data is available for this year.$3.88$0.00$0.11$0.06$0.05
2011Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.32
2010Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.32