THOMAS HUGHES BELL CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS HUGHES BELL CHARITABLE TR (EIN 36-7816790)
- Tax period
- 2025-03-13 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349104384
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T16:01:06-04:00 | 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 | 2025-03-13 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367816790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS HUGHES BELL CHARITABLE TRUST XXXXX0006 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | 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 | 2026-05-11 | 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 | 2026-05-11 | 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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,027,876 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,577,758 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $199,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $520,690 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,951,264 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $520,690 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $9,297,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $674,487 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,607 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,770 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,837 | 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 |
| Accounting Fees Rev And Expnss | $6,210 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,105 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,105 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,772 | 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 |
| Other Expenses Rev And Expnss | $615 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $615 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,557 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $264,184 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $264,184 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $335,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $286,741 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,962,087 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $632,840 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $15,824 | CashEOYAmt |
| Cash EOYFMV | $15,824 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $100,036 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,036 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $3,697,272 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,303,489 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $3,060,095 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,082,604 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $504,224 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $525,923 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $7,377,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,027,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock EOY | $7,377,451 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,377,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,377,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $8,962,087 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $8,962,090 | SubtotalAmt |
| Other Decreases | $1,584,639 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,377,451 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (108 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2037.517 AMERICAN BEACON AHL MGD-R5 | 2023-08-30 | 2025-03-24 | $19,519 | $20,171 | -$652 | -$652 | |
| 142. ISHARES MISCI EAFE INDEX FUND | 2013-01-22 | 2025-03-24 | $11,876 | $8,249 | $3,627 | $3,627 | |
| 95. ISHARES TR S & P MIDCAP 400 INDEX FD | 2013-01-22 | 2025-03-24 | $5,723 | $2,046 | $3,677 | $3,677 | |
| 118. JPMORGAN BETABUILDERS CANADA | 2019-07-31 | 2025-03-24 | $8,616 | $5,873 | $2,743 | $2,743 | |
| 1225. ISHARES TR S & P MIDCAP 400 INDEX FD | 2011-01-20 | 2025-05-21 | $73,200 | $25,097 | $48,103 | $48,103 | |
| 291.234 FIDELITY ADV INTERM MUNI-Z | 2024-08-11 | 2025-07-08 | $2,921 | $2,959 | -$38 | -$38 | |
| 169.319 JPM LARGE CAP GROW FD - USD - R6 ISIN US48121L8413 | 2013-01-22 | 2025-07-08 | $15,000 | $4,296 | $10,704 | $10,704 | |
| 2454.686 PARNASSUS EQTY INCOME FD-INS | 2013-01-22 | 2025-07-08 | $157,787 | $75,703 | $82,084 | $82,084 | |
| 264. SCHWAB SHORT-TERM US TREAS | 2024-08-11 | 2025-07-08 | $6,398 | $6,415 | -$17 | -$17 | |
| 27.146 VANGUARD LTD TRM T/E-ADM | 2024-11-25 | 2025-07-08 | $296 | $296 | |||
| 1722.801 VANGUARD LTD TRM T/E-ADM | 2024-08-11 | 2025-07-08 | $18,796 | $18,744 | $52 | $52 | |
| 99. AT&T INC | 2009-08-20 | 2025-08-15 | $2,875 | $1,926 | $949 | $949 | |
| 69. ABBOTT LABS | 2024-08-11 | 2025-08-15 | $9,068 | $7,455 | $1,613 | $1,613 | |
| 83. BOEING CO | 2024-08-11 | 2025-08-15 | $19,553 | $13,869 | $5,684 | $5,684 | |
| 58. CARRIER GLOBAL CORP | 2024-08-11 | 2025-08-15 | $3,808 | $3,730 | $78 | $78 | |
| 77. CLOROX CO | 2024-08-11 | 2025-08-15 | $9,426 | $10,951 | -$1,525 | -$1,525 | |
| 434. COCA-COLA CO | 2024-08-11 | 2025-08-15 | $30,434 | $29,664 | $770 | $770 | |
| 31. DEERE & CO | 2024-08-11 | 2025-08-15 | $15,118 | $10,727 | $4,391 | $4,391 | |
| 86. EMERSON ELEC CO | 2024-08-11 | 2025-08-15 | $11,418 | $8,878 | $2,540 | $2,540 | |
| 75. GENERAL MLS INC | 2024-08-11 | 2025-08-15 | $3,721 | $5,164 | -$1,443 | -$1,443 | |
| 62. HOME DEPOT INC | 2024-08-11 | 2025-08-15 | $24,700 | $21,543 | $3,157 | $3,157 | |
| 62. ILLINOIS TOOL WKS INC | 2024-08-11 | 2025-08-15 | $16,148 | $14,762 | $1,386 | $1,386 | |
| 12. INTERNATIONAL BUSINESS MACHS CORP | 2009-08-20 | 2025-08-15 | $2,881 | $1,365 | $1,516 | $1,516 | |
| 84. KIMBERLY CLARK CORP | 2024-08-11 | 2025-08-15 | $11,219 | $11,715 | -$496 | -$496 | |
| 387. PFIZER INC | 2024-08-11 | 2025-08-15 | $9,725 | $11,040 | -$1,315 | -$1,315 | |
| 58. RTX CORP | 2024-08-11 | 2025-08-15 | $8,958 | $6,734 | $2,224 | $2,224 | |
| 124. SCHLUMBERGER LTD | 2024-08-11 | 2025-08-15 | $4,120 | $5,417 | -$1,297 | -$1,297 | |
| 78. SOLVENTUM CORP | 2009-08-20 | 2025-08-15 | $5,624 | $3,459 | $2,165 | $2,165 | |
| 140. SYSCO CORP | 2024-08-11 | 2025-08-15 | $11,196 | $10,550 | $646 | $646 | |
| 115. 3M CO | 2024-08-11 | 2025-08-15 | $17,486 | $14,218 | $3,268 | $3,268 | |
| 73. WEC ENERGY GROUP INC | 2024-08-11 | 2025-08-15 | $7,829 | $6,425 | $1,404 | $1,404 | |
| 525.762 JPM LARGE CAP GROW FD - USD - R6 ISIN US48121L8413 | 2013-01-22 | 2025-09-10 | $50,000 | $13,339 | $36,661 | $36,661 | |
| 4707.349 JPM EQ INC FD - USD - R6 ISIN US46636U8760 SEDOL B56Q2F5 | 2012-01-25 | 2025-09-17 | $123,662 | $48,696 | $74,966 | $74,966 | |
| 1294.219 JPM LARGE CAP GROW FD - USD - R6 ISIN US48121L8413 | 2013-01-22 | 2025-09-17 | $124,374 | $32,834 | $91,540 | $91,540 | |
| 3766. COCA-COLA CO | 2024-08-11 | 2025-09-18 | $251,446 | $257,406 | -$5,960 | -$5,960 | |
| 650. GENERAL MLS INC | 2024-08-11 | 2025-09-18 | $32,435 | $44,753 | -$12,318 | -$12,318 | |
| 726. KIMBERLY CLARK CORP | 2024-08-11 | 2025-09-18 | $91,354 | $101,255 | -$9,901 | -$9,901 | |
| 2675. PFIZER INC | 2024-08-11 | 2025-09-18 | $64,648 | $76,311 | -$11,663 | -$11,663 | |
| 1076. SCHLUMBERGER LTD | 2024-08-11 | 2025-09-18 | $37,216 | $47,005 | -$9,789 | -$9,789 | |
| 859. AT&T INC | 2009-08-20 | 2025-10-09 | $22,615 | $16,698 | $5,917 | $5,917 | |
| 497. CARRIER GLOBAL CORP | 2024-08-11 | 2025-10-09 | $29,009 | $31,962 | -$2,953 | -$2,953 | |
| 666. CLOROX CO | 2009-08-20 | 2025-10-09 | $79,824 | $48,389 | $31,435 | $31,435 | |
| 100. INTERNATIONAL BUSINESS MACHS CORP | 2009-08-20 | 2025-10-09 | $28,742 | $11,377 | $17,365 | $17,365 | |
| 277. OTIS WORLDWIDE CORP | 2024-08-11 | 2025-10-09 | $24,839 | $25,695 | -$856 | -$856 | |
| 687. PFIZER INC | 2009-10-16 | 2025-10-09 | $17,448 | $11,407 | $6,041 | $6,041 | |
| 464. VIATRIS INC | 2009-10-16 | 2025-10-09 | $4,643 | $5,082 | -$439 | -$439 | |
| 230. WARNER BROS DISCOVERY INC | 2009-08-20 | 2025-10-09 | $4,083 | $3,745 | $338 | $338 | |
| 5830.077 BLACKROCK HIGH YIELD-K | 2022-11-09 | 2025-10-15 | $42,093 | $38,110 | $3,983 | $3,983 | |
| 564. ISHARES TR RUSSELL MIDCAP INDEX FD | 2024-08-11 | 2025-10-15 | $54,271 | $46,182 | $8,089 | $8,089 | |
| 600. ISHARES TR S & P MIDCAP 400 INDEX FD | 2011-01-20 | 2025-10-15 | $39,081 | $10,967 | $28,114 | $28,114 | |
| 8616.33 PGIM HIGH YIELD-R6 | 2022-11-09 | 2025-10-15 | $41,962 | $38,687 | $3,275 | $3,275 | |
| 1400. ISHARES TR S & P MIDCAP 400 INDEX FD | 2011-01-20 | 2025-11-13 | $90,069 | $25,374 | $64,695 | $64,695 | |
| 59. SPDR TR UNIT SER 1 | 2024-08-11 | 2025-11-13 | $39,650 | $31,414 | $8,236 | $8,236 | |
| 10428.101 SIX CIRCLES CREDIT OPPORT | 2025-07-08 | 2025-11-13 | $95,000 | $94,445 | $555 | $555 | |
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,361 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $520,690 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,796 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,796 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,048 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,048 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,748 | 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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | JPMORGAN 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 IL1-0111 | 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 | $55,607 | 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 | $6,659,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,773,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,773,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,671,741 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,796 | TotalTaxAmt |
| Distributable Before Adj | $259,902 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $259,902 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $259,902 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $286,741 | 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 | $286,741 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,902 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $286,741 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $259,902 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,839 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,839 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,839 | 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 | $26,839 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| THE JUILLIARD SCHOOL | ||||||||
| 60 LINCOLN CENTER PLZ | NEW YORK | NY | 100236500 | NONE | PC | GENERAL | $66,046 | |
| MANHATTAN SCHOOL OF MUSIC INC | ||||||||
| 130 CLAREMONT AVE | NEW YORK | NY | 100274631 | NONE | PC | GENERAL | $66,046 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS ST | EVANSTON | IL | 602080896 | NONE | PC | GENERAL | $66,046 | |
| THE UNIVERSITY OF CHICAGO | ||||||||
| 5235 S HARPER CT FL 7 | CHICAGO | IL | 606154241 | NONE | PC | GENERAL | $66,046 | OFFICE OF GIFT PLANNING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $264,184 | 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 | $199,075 | 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 | $520,690 | 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 | $719,765 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $719,765 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THOMAS H BELL GST EXEMPT TR | |||||||
| 1 | 10 S DEARBORN IL1-0111 | CHICAGO | IL | 60603 | $710,656 | Yes (X) | |
| THOMAS H BELL GST EXEMPT TR | |||||||
| 2 | 10 S DEARBORN IL1-0111 | CHICAGO | IL | 60603 | $7,867,102 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | VARIOUS STOCKS | NoncashPropertyDesc |
| Fair Market Value | $7,867,102 | FairMarketValueAmt |
| Received | 2025-07-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $6,210 | Amt |
| Net Investment Income | $3,105 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,105 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 09253C744 BLACKROCK NTL MUNI-K | $43,570 | $42,017 |
| 54401E143 LORD ABBETT SHRT DUR | $184,307 | $181,180 |
| 72201F490 PIMCO INCOME FUND-IN | $95,756 | $93,672 |
| 83002G207 SIX CIRCLES TAX AW U | $3,117 | $3,127 |
| 83002G801 SIX CIRCLES TAX AWAR | $1,422,450 | $1,440,144 |
| 83002G884 SIX CIRCLES CREDIT O | $176,952 | $180,541 |
| 92206C102 VANGUARD SHORT-TERM | $247,311 | $249,603 |
| 92206C706 VANGUARD INTERMEDIAT | $178,638 | $181,288 |
| 922907746 VANGUARD TAX-EXEMPT | $173,639 | $176,015 |
| 922907878 VANGUARD I/T TAX EXM | $534,355 | $535,017 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 002824100 ABBOTT LABORATORIES | $63,855 | $74,046 |
| 02079K107 ALPHABET INC-CL C | $12,316 | $16,004 |
| 023135106 AMAZON.COM INC | $49,840 | $51,473 |
| 037833100 APPLE INC | $49,134 | $52,741 |
| 097023105 BOEING CO/THE | $119,805 | $155,675 |
| 110122108 BRISTOL-MYERS SQUIBB | $16,688 | $40,455 |
| 244199105 DEERE & CO | $91,002 | $122,445 |
| 291011104 EMERSON ELECTRIC CO | $76,287 | $98,080 |
| 30231G102 EXXON MOBIL CORP | $220,962 | $244,411 |
| 315911727 FIDELITY INTL INDX | $146,600 | $217,602 |
| 315911750 FIDELITY 500 INDEX F | $533,365 | $1,141,833 |
| 437076102 HOME DEPOT INC | $186,938 | $185,126 |
| 452308109 ILLINOIS TOOL WORKS | $128,098 | $132,509 |
| 464287465 ISHARES MSCI EAFE ET | $165,731 | $256,976 |
| 46641Q191 JPMORGAN BETABUILDER | $81,620 | $115,521 |
| 46641Q217 JPMORGAN BETABUILDER | $87,789 | $110,795 |
| 46641Q225 JPMORGAN BETABUILDER | $64,306 | $120,621 |
| 46641Q233 JPMORGAN BETABUILDER | $76,627 | $77,581 |
| 478160104 JOHNSON & JOHNSON | $96,915 | $125,205 |
| 552746349 MFS INTL INTRINSIC V | $40,740 | $73,773 |
| 580135101 MCDONALD'S CORP | $322,059 | $366,756 |
| 594918104 MICROSOFT CORP | $49,793 | $46,428 |
| 67066G104 NVIDIA CORP | $51,064 | $49,423 |
| 75513E101 RTX CORP | $57,703 | $91,150 |
| 78462F103 SPDR S&P 500 ETF TRU | $91,696 | $272,768 |
| 83002G306 SIX CIRCLES US UNCON | $185,685 | $181,702 |
| 83002G405 SIX CIRCLES INTL UNC | $147,523 | $153,772 |
| 871829107 SYSCO CORP | $91,563 | $89,533 |
| 88579Y101 3M CO | $103,523 | $159,620 |
| 92939U106 WEC ENERGY GROUP INC | $55,185 | $66,123 |
| 949746101 WELLS FARGO & CO | $232,860 | $413,342 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 09257V508 BLACKSTONE ALT MULTI | AT COST | $82,312 | $86,764 |
| 367829777 GATEWAY FUND-N | AT COST | $31,437 | $58,316 |
| 64128R608 NEUBERGER BERM LNG S | AT COST | $90,000 | $89,848 |
| 72201U638 PIMCO MRTG OPP & BND | AT COST | $65,975 | $61,291 |
| 83002G876 SIX CIRCLES MULTI-ST | AT COST | $234,500 | $229,704 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $3,956 |
| MUTUAL FUND ADJUSTMENT | $5 |
| FMV TO COST ADJUSTMENT | $1,580,678 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ATTORNEY GENERAL FEE | $15 | $0 | $15 |
| OTHER PROFESSIONAL FEES | $600 | $0 | $600 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS H BELL GST EXEMPT TR | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $7,048 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,496 | $1,496 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $276 | $276 | $0 |
Comments