LARKINS 2019 CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LARKINS 2019 CHARITABLE TR (EIN 36-7739757)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202641269349103614
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T17:01:42-04:00 | 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 | 367739757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARKINS 2019 CHARITABLE TRUST XXXXX5000 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LARK | 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 | 2026-04-22 | 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 | 2026-04-22 | 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 | $13,532,481 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,041,287 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $288,962 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $288,962 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,657 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,332,248 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,657 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $11,474,906 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $433,619 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,987 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,242 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,745 | 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 | $5,538 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,047 | 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 | $78,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,982 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,982 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,334,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $391,330 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,933 | CashBOYAmt |
| Cash EOY | $15,627 | CashEOYAmt |
| Cash EOYFMV | $15,627 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $460,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $460,707 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $885,341 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,256,270 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,244,955 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $275,435 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,820,347 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,811,192 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,211,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,552,951 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,532,481 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,211,363 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,552,951 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,211,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,552,951 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,211,363 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,552,951 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,211,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,334,399 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,195 | OtherIncreasesAmt |
| Subtotal | $12,552,957 | SubtotalAmt |
| Other Decreases | $6 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,552,951 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 91.051 FIDELITY INTL INDX | 2024-06-24 | 2025-03-24 | $4,782 | $4,552 | $230 | $230 | |
| 57.123 FIDELITY 500 INDEX FUND | 2024-11-25 | 2025-03-24 | $11,473 | $11,899 | -$426 | -$426 | |
| 76. JPMORGAN BETABUILDERS JAPAN ETF | 2024-06-24 | 2025-03-24 | $4,421 | $4,196 | $225 | $225 | |
| 37. JPMORGAN BETABUILDERS CANADA | 2024-06-24 | 2025-03-24 | $2,701 | $2,405 | $296 | $296 | |
| 220.011 SIX CIRCLES US UNCONSTR EQ | 2025-01-03 | 2025-03-24 | $3,782 | $3,881 | -$99 | -$99 | |
| 1696.689 SIX CIRCLES INTL UNCON EQ | 2024-06-24 | 2025-03-24 | $20,360 | $20,004 | $356 | $356 | |
| 523.34 SIX CIRCLES GLOBAL BOND | 2024-10-01 | 2025-03-24 | $4,417 | $4,527 | -$110 | -$110 | |
| 281.637 SIX CIRCLES CREDIT OPPORT | 2024-07-16 | 2025-03-24 | $2,515 | $2,504 | $11 | $11 | |
| 165.863 VANGUARD TTL INTL BND-ADM | 2024-06-24 | 2025-03-24 | $3,228 | $3,244 | -$16 | -$16 | |
| 57. VANGUARD MORTGAGE-BACKED SEC | 2024-11-25 | 2025-03-24 | $2,621 | $2,630 | -$9 | -$9 | |
| 21. VANGUARD INT-TERM CORPORATE | 2024-06-24 | 2025-03-24 | $1,708 | $1,689 | $19 | $19 | |
| 881. JPMORGAN BETABUILDERS EUROPE ETF | 2025-06-09 | 2025-06-11 | $59,822 | $59,776 | $46 | $46 | |
| 2320.368 PIMCO FDS | 2025-06-10 | 2025-06-11 | $24,735 | $24,666 | $69 | $69 | |
| 2704.347 SIX CIRCLES ULTR SHRT DUR | 2025-06-10 | 2025-06-11 | $27,043 | $27,016 | $27 | $27 | |
| 21297.743 SIX CIRCLES GLOBAL BOND | 2025-06-11 | $181,457 | $181,285 | $172 | $172 | ||
| 1019. VANGUARD BD INDEX TOTAL BD MKT ETF | 2025-06-11 | $74,066 | $74,152 | -$86 | -$86 | ||
| 5541.104 VANGUARD TTL INTL BND-ADM | 2025-06-10 | 2025-06-11 | $109,326 | $109,326 | |||
| 872. VANGUARD LONG-TERM TREASURY ETF | 2025-06-09 | 2025-06-11 | $47,825 | $47,454 | $371 | $371 | |
| 875.017 FIDELITY 500 INDEX FUND | 2025-10-09 | $204,728 | $186,947 | $17,781 | $17,781 | ||
| 22839.936 SIX CIRCLES CREDIT OPPORT | 2025-10-09 | $206,701 | $203,624 | $3,077 | $3,077 | ||
| 13.016 SIX CIRCLES CREDIT OPPORT | 2024-07-16 | 2025-10-09 | $118 | $116 | $2 | $2 | |
| 4026. VANGUARD MORTGAGE-BACKED SEC | 2025-10-09 | $188,764 | $184,450 | $4,314 | $4,314 | ||
| 596. VANGUARD MORTGAGE-BACKED SEC | 2025-10-09 | $27,920 | $27,248 | $672 | $672 | ||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,735 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,657 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,439 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,439 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,439 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $432 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $432 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,007 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 |
| Website Address | n/a | WebsiteAddressTxt |
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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| 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) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $72,987 | CompensationAmt |
| 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 | $6,850,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $519,249 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,369,821 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,369,821 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,259,274 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $362,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $362,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,439 | TotalTaxAmt |
| Distributable Before Adj | $357,525 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $357,525 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $357,525 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,727 | 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 | $97,727 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $357,525 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,123 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,918 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,700 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,835 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,576 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $42,576 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $42,576 | 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 | $217,222 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE GATEWAY ACADEMY INC | |||||||
| 3721 DACOMA | HOUSTON | TX | 77092 | NONE | PC | GENERAL | $5,000 |
| PRODUCE FROM HEAVEN | |||||||
| 8626 TESORO DR STE 310 | SAN ANTONIO | TX | 78217 | NONE | PC | GENERAL | $5,982 |
| THE MASTERS APPRENTICE | |||||||
| 646 MARIPOSA ST 104 | DENVER | CO | 80204 | NONE | PC | GENERAL | $4,000 |
| CONSTRUCTION EDUCATION FOUNDATION | |||||||
| 1114 W 7TH AVENUE | DENVER | TX | 80204 | NONE | PC | GENERAL | $3,000 |
| THE JED FOUNDATION | |||||||
| 6 E 39TH ST STE 700 | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $5,000 |
| Mount Evans Home Health Care & Hospice | |||||||
| 3081 BERGEN PEAK DRIVE | EVERGREEN | CO | 80439 | NONE | PC | GENERAL | $5,000 |
| P E O STAR SCHOLARSHIP | |||||||
| 3700 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | GENERAL | $2,500 |
| GRACEWOOD INC | |||||||
| 1617 ELMVIEW | HOUSTON | TX | 77080 | NONE | PC | GENERAL | $3,000 |
| PEO EDUCATIONAL LOAN FUND (ELF) | |||||||
| 3700 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | GENERAL | $3,000 |
| ACLU FOUNDATION OF KANSAS | |||||||
| P O BOX 13048 | OVERLAND PARK | KS | 66282 | NONE | PC | GENERAL | $2,000 |
| STREET YOUTH MINISTRY OF AUSTIN (SYM) | |||||||
| 408 W 23RD ST BASEMENT | AUSTIN | TX | 78705 | NONE | PC | GENERAL | $7,000 |
| CROSS LINES COMMUNITY OUTREACH INC | |||||||
| 736 SHAWNEE AVE | KANSAS CITY | KS | 66105 | NONE | PC | GENERAL | $2,500 |
| SAFE WATER NETWORK | |||||||
| 122 EAST 42 ST STE 2800 | NEW YORK | NY | 10168 | NONE | PC | GENERAL | $4,000 |
| OUR SPOT KC | |||||||
| 2810 E 80TH ST | KANSAS | MO | 64132 | NONE | PC | GENERAL | $2,500 |
| BELONG BAKERY | |||||||
| 1 VALLEY FORGE DRIVE | HOUSTON | TX | 77024 | NONE | PC | GENERAL | $4,500 |
| KID MEALS INC | |||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | NONE | PC | GENERAL | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,982 | 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 | $288,962 | 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 | $144,657 | 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 | $433,619 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $433,619 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|
| LARKINS 2019 CHRTBL TR INH IRA-DSA | ||||||||
| 1 | c/o JP MORGAN CHASE BANK NA | 10 S DEARBORN ST IL 1-0111 | CHICAGO | IL | 60603 | $2,793,239 | Yes (X) | Yes (X) |
| LARKINS 2019 CHRTBL TR INH IRA | ||||||||
| 2 | C/O JP MORGAN CHASE BANK NA | 10 S DEARBORN ST IL 1-0111 | CHICAGO | IL | 60603 | $362,575 | Yes (X) | |
| ESTATE OF ROBERT P LARKINS | ||||||||
| 3 | C/O JP MORGAN CHASE BANK NA | 10 S DEARBORN ST IL 1-0111 | CHICAGO | IL | 60603 | $6,000,000 | Yes (X) | |
| LARKINS 2019 CHRTBL TR INH IRA-DSA | ||||||||
| 4 | C/O JP MORGAN CHASE BANK NA | 10 S DEARBORN ST IL 1-0111 | CHICAGO | IL | 60603 | $112,430 | Yes (X) | |
| LARKINS 2019 CHRTBL TR INH IRA | ||||||||
| 5 | 600 TRAVIS ST FL 62 | HOUSTON | TX | 770023003 | $1,773,043 | Yes (X) | ||
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,793,239 | FairMarketValueAmt |
| Received | 2025-06-10 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 92203J308 VANGUARD TTL INTL BN | $103,831 | $102,139 |
| 83002G702 SIX CIRCLES GLOBAL B | $1,028,943 | $1,020,415 |
| 83002G884 SIX CIRCLES CREDIT O | $253,020 | $257,633 |
| 92206C771 VANGUARD MORTGAGE-BA | $126,069 | $129,564 |
| 921937835 VANGUARD TOTAL BOND | $126,439 | $128,882 |
| 92203J407 VANGUARD TOTAL INTL | $671,052 | $656,476 |
| 92206C870 VANGUARD INT-TERM CO | $252,998 | $258,871 |
| 46429B267 ISHARES US TREASURY | $257,995 | $257,212 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 315911727 FIDELITY INTL INDX | $373,579 | $403,583 |
| 315911750 FIDELITY 500 INDEX F | $4,922,640 | $5,603,850 |
| 83002G306 SIX CIRCLES US UNCON | $1,774,696 | $1,864,689 |
| 83002G405 SIX CIRCLES INTL UNC | $1,135,607 | $1,223,672 |
| 46641Q191 JPMORGAN BETABUILDER | $264,916 | $277,660 |
| 46641Q217 JPMORGAN BETABUILDER | $357,858 | $389,001 |
| 46641Q225 JPMORGAN BETABUILDER | $235,589 | $279,651 |
| 46641Q233 JPMORGAN BETABUILDER | $191,385 | $202,849 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND ADJUSTMENT | Desc |
| Amt | $6 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV TO COST BASIS ADJUSTMENT | $7,189 |
| ROUNDING | $6 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| LARKINS 2019 CHRTBL TR INH IRA-DSA | ||||
| c/o JP MORGAN CHASE BANK NA | 10 S DEARBORN ST IL 1-0111 | CHICAGO | IL | 60603 |
| ESTATE OF ROBERT P LARKINS | ||||
| C/O JP MORGAN CHASE BANK NA | 10 S DEARBORN ST IL 1-0111 | CHICAGO | IL | 60603 |
| LARKINS 2019 CHRTBL TR INH IRA | ||||
| 600 TRAVIS ST FL 62 | HOUSTON | TX | 770023003 | |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $59 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $432 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,963 | $3,963 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,084 | $1,084 | $0 |
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