BAYOU CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BAYOU CHARITABLE TR (EIN 76-6079369)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202641269349103264
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T17:01:39-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 766079369 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAYOU CHARITABLE TRUST XXXXX2001 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYO | BusinessNameControlTxt |
| Phone | 8004962583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRYSTAL ZEC | PersonNm |
| Person Title | ExecDirector | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2026-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2026-03-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,472,723 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $40,851 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,851 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,879 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $16,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,851 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,581 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,971 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,610 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,841 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $235 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $39,422 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,206 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,610 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,422 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,206 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$106,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,645 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,910 | CashBOYAmt |
| Cash EOY | $1,784 | CashEOYAmt |
| Cash EOYFMV | $1,784 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,110 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,779 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,779 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $970,479 | CorporateStockBOYAmt |
| Corporate Stock EOY | $844,589 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,424,160 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $997,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $893,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,472,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $997,499 | CapitalStockBOYAmt |
| Capital Stock EOY | $893,152 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $997,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $893,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $997,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $893,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $997,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$106,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,279 | OtherIncreasesAmt |
| Subtotal | $893,328 | SubtotalAmt |
| Other Decreases | $176 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $893,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 208. CADENCE DESIGN SYS INC | 2024-11-27 | 2025-10-20 | $68,498 | $63,214 | $5,284 | $5,284 |
| 293. FISERV INC | 2024-11-27 | 2025-10-20 | $35,791 | $64,954 | -$29,163 | -$29,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,879 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $273 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $273 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,172 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,172 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,899 | OverpaymentAmt |
| Applied To ES Tax | $276 | AppliedToESTaxAmt |
| Refund | $1,623 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004962583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN ST MC IL 1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA | ||||||
| 10 S DEARBORN ST MC IL 1-0111 | CHICAGO | IL | 60603 | TRUSTEE | 2 | $37,581 |
| MR CHARLES H GREGORY | ||||||
| 836 KUHLMAN RD | HOUSTON | TX | 77024 | CO-TRUSTEE | 1 | $0 |
| MARY MAGEE GREGORY | ||||||
| 836 KUHLMAN RD | HOUSTON | TX | 77024 | CO-TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,194,916 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,239,862 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,239,862 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,206,264 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $273 | TotalTaxAmt |
| Distributable Before Adj | $110,040 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,040 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,040 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $100,610 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $83,589 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $83,589 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,021 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $93,019 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JP MORGAN CHASE BANK N A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8004962583 | RecipientPhoneNum |
| Recipient Email Address | www.jpmorgan.com/onlinegrants | RecipientEmailAddressTxt |
| Form And Info And Materials | REQUEST MUST BE IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE TRUST HAS NO PROVISIONS FOR MAKING LOANS OR DISTRIBUTIONS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Love for the Least | ||||||||
| PO BOX 15579 | Colorado Springs | CO | 80935 | NONE | PC | GENERAL | $4,000 | |
| WOMENS STORYBOOK PROJECT OFTEXAS | ||||||||
| 5524 BEE CAVES RD BLDG M STE 131 | AUSTIN | TX | 78746 | NONE | PC | GENERAL OPERATING | $2,000 | |
| THE WOMENS HOME | ||||||||
| 607 WESTHEIMER ROAD | HOUSTON | TX | 77006 | NONE | PC | GENERAL | $4,000 | |
| CHRISTIAN WOMENS JOB CORPS | ||||||||
| 1840 JUNCTION HIGHWAY | KERRVILLE | TX | 78028 | NONE | PC | GENERAL | $2,500 | OF KERR COUNTY |
| AMERICAN RED CROSS | ||||||||
| 1804 N 6TH ST | HARRISBURG | PA | 17102 | NONE | PC | GENERAL | $6,000 | |
| W OSCAR NEUHAUS EDUCATION | ||||||||
| 4433 BISSONNET | BELLAIRE | TX | 774013233 | NONE | PC | GENERAL | $5,000 | |
| CHINQUAPIN PREPARATORY SCHOOL | ||||||||
| 2615 E WALLISVILLE RD | HIGHLANDS | TX | 77562 | NONE | PC | GENERAL | $6,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | NONE | PC | GENERAL | $6,000 | |
| MD ANDERSON CANCER CENTER | ||||||||
| 1215 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | GENERAL | $3,000 | |
| CAMP ALLEN CONFERENCE | ||||||||
| 18800 FM 362 RD | NAVASOTA | TX | 77868 | NONE | PC | GENERAL | $6,000 | |
| BROOKWOOD COMMUNITY | ||||||||
| 1752 FM 1489 ROAD | BROOKSHIRE | TX | 77423 | NONE | PC | GENERAL | $5,000 | |
| HILL COUNTRY YOUTH RANCH | ||||||||
| PO BOX 67 | INGRAM | TX | 780250067 | NONE | PC | GENERAL | $5,000 | |
| MIKE BARBER MINISTRIES | ||||||||
| PO BOX 6292 | KINGWOOD | TX | 77325 | NONE | PC | GENERAL | $3,000 | |
| UNITED WAY OF GREATER HOUSTON | ||||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | NONE | PC | GENERAL | $6,000 | |
| GLOBAL MIDWIFE EDUCATION | ||||||||
| PO BOX 805 | LIVINGSTON | MT | 590470805 | NONE | PC | GENERAL | $2,500 | FOUNDATION |
| PARK COUNTY COMMUNITY FOUNDATION | ||||||||
| PO BOX 2199 | LIVINGSTON | MT | 59047 | NONE | PC | GENERAL | $2,000 | |
| DEPELCHIN CHILDRENS CENTER | ||||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PC | GENERAL | $2,000 | |
| METROPLEX CHRISTIAN MINISTRIES | ||||||||
| 3100 W ARKANSAS LN STE G | ARLINGTON | TX | 76016 | NONE | PC | GENERAL | $3,000 | |
| RE MIND | ||||||||
| P O BOX 275607 | HOUSTON | TX | 77227 | NONE | PC | GENERAL | $4,000 | |
| PRESBYTERIAN CHILDREN'S HOMES AND SRVCS | ||||||||
| 5920 W WILLIAM CANNON DR BLDG 3 SUI | AUSTIN | TX | 78749 | NONE | PC | GENERAL | $4,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 222031606 | NONE | PC | GENERAL | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,851 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$23,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,972 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,972 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 172967424 CITIGROUP INC | $47,594 | $116,690 |
| 437076102 HOME DEPOT INC | $18,484 | $165,168 |
| 609207105 MONDELEZ INTERNATION | $3,812 | $37,250 |
| 718172109 PHILIP MORRIS INTERN | $10,779 | $128,320 |
| 824348106 SHERWIN-WILLIAMS CO/ | $6,661 | $129,612 |
| 02209S103 ALTRIA GROUP INC | $5,865 | $57,660 |
| 26441C204 DUKE ENERGY CORP | $16,213 | $78,062 |
| 35671D857 FREEPORT-MCMORAN INC | $46,151 | $76,185 |
| 49456B101 KINDER MORGAN INC | $42,053 | $54,980 |
| 032654105 ANALOG DEVICES INC | $23,531 | $81,360 |
| 023135106 AMAZON.COM INC | $52,147 | $138,492 |
| 594918104 MICROSOFT CORP | $48,057 | $217,629 |
| G8994E103 TRANE TECHNOLOGIES P | $2,154 | $97,300 |
| 00287Y109 ABBVIE INC | $53,013 | $114,245 |
| 617446448 MORGAN STANLEY | $61,939 | $124,271 |
| 025816109 AMERICAN EXPRESS CO | $42,930 | $92,488 |
| 007903107 ADVANCED MICRO DEVIC | $74,151 | $128,496 |
| 02079K107 ALPHABET INC-CL C | $82,053 | $266,730 |
| 438516106 HONEYWELL INTERNATIO | $72,103 | $78,036 |
| 127387108 CADENCE DESIGN SYS I | ||
| 337738108 FISERV INC | ||
| 58933Y105 MERCK & CO. INC. | $72,526 | $67,472 |
| 79466L302 SALESFORCE INC | $55,645 | $56,956 |
| 67066G104 NVIDIA CORP | $2,278 | $111,900 |
| 83443Q103 SOLSTICE ADVANCED MA | $4,450 | $4,858 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 TRANSACTION POSTED IN 2026 | Desc |
| Amt | $176 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| COST BASIS ADJUSTMENT | $2,278 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $235 | $235 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,606 | $0 | $0 |
Comments