WEEZIE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WEEZIE FOUNDATION (EIN 13-6090903)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202531279349102028
- Schema version
- 2024v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T12:01:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136090903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEEZIE FOUNDATION XXXXX0005 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEEZ | 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 | Vice President | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2025-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2025-03-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $34,285,233 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,062,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,062,134 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,671,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,575 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,211,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,211,709 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $196,240 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $130,827 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,413 | 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 | $20,770 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,547 | 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 Rev And Expnss | $794 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $794 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $218,554 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,374 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,957 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,457,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,457,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,675,954 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,374 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,524,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$464,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,063,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $306,693 | CashBOYAmt |
| Cash EOY | $522,726 | CashEOYAmt |
| Cash EOYFMV | $522,726 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $235,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $551,299 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $551,299 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $16,527,826 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,143,013 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,441,729 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,758,215 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,075,933 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,769,479 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,828,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,292,971 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,285,233 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,828,534 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,292,971 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,828,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,292,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,828,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,292,971 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,828,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$464,245 | ExcessRevenueOverExpensesAmt |
| Other Increases | $430 | OtherIncreasesAmt |
| Subtotal | $24,364,719 | SubtotalAmt |
| Other Decreases | $71,748 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,292,971 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| . WASTE MGMT INC DEL | 2024-02-05 | $24 | $24 | $24 | |||
| 7366. VANGUARD BD INDEX TOTAL BD MKT ETF | 2024-02-12 | $533,192 | -$81,326 | -$81,326 | $614,518 | ||
| 7478.952 VANGUARD TTL INTL BND-ADM | 2024-02-12 | $145,615 | -$26,625 | -$26,625 | $172,240 | 2021-08-31 | |
| 6500. VANGUARD MORTGAGE-BACKED SEC | 2024-02-12 | $295,445 | -$52,503 | -$52,503 | $347,948 | 2021-08-31 | |
| 1620. ISHARES US TREASURY BOND ETF | 2024-02-23 | $36,620 | -$631 | -$631 | $37,251 | 2023-06-27 | |
| 23894. ISHARES US TREASURY BOND ETF | 2024-02-23 | $540,120 | -$9,760 | -$9,760 | $549,880 | ||
| 21227.755 SIX CIRCLES US UNCONSTR EQ | 2024-02-23 | $339,644 | $34,932 | $34,932 | $304,712 | ||
| 1065. VANGUARD BD INDEX TOTAL BD MKT ETF | 2024-02-23 | $76,868 | -$631 | -$631 | $77,499 | 2023-06-27 | |
| 7677. VANGUARD BD INDEX TOTAL BD MKT ETF | 2024-02-23 | $554,102 | -$22,580 | -$22,580 | $576,682 | ||
| 16191.509 VANGUARD TTL INTL BND-ADM | 2024-02-23 | $316,544 | -$56,346 | -$56,346 | $372,890 | 2021-08-31 | |
| 5. VANGUARD INT-TERM CORPORATE | 2024-05-08 | $396 | -$4 | -$4 | $400 | 2024-02-23 | |
| 7. VANGUARD INT-TERM CORPORATE | 2024-05-08 | $555 | -$4 | -$4 | $559 | 2024-02-23 | |
| 3698. VANGUARD INT-TERM CORPORATE | 2024-05-08 | $293,073 | -$2,461 | -$2,461 | $295,534 | 2024-02-23 | |
| 8130.081 SIX CIRCLES US UNCONSTR EQ | 2024-07-01 | $140,000 | $24,962 | $24,962 | $115,038 | ||
| 333. VANGUARD S&P 500 ETF | 2024-07-01 | $166,856 | $34,868 | $34,868 | $131,988 | 2022-01-27 | |
| 2512.226 FIDELITY INTL INDX-INST PRM | 2024-07-12 | $130,560 | $20,972 | $20,972 | $109,588 | 2018-01-03 | |
| 895.734 FIDELITY 500 INDEX FUND | 2024-07-12 | $174,704 | $16,222 | $16,222 | $158,482 | 2024-02-23 | |
| 176.07 FIDELITY 500 INDEX FUND | 2024-07-12 | $34,341 | $6,561 | $6,561 | $27,780 | 2021-10-22 | |
| 1944. JPMORGAN BETABUILDERS EUROPE ETF | 2024-07-12 | $118,819 | $6,596 | $6,596 | $112,223 | 2024-02-23 | |
| 1018. JPMORGAN BETABUILDERS EUROPE ETF | 2024-07-12 | $62,221 | $8,590 | $8,590 | $53,631 | 2023-01-17 | |
| 1200. JPMORGAN BETABUILDERS EUROPE ETF | 2024-07-12 | $73,320 | $10,101 | $10,101 | $63,219 | 2023-01-17 | |
| 620. JPMORGAN BETABUILDERS CANADA | 2024-07-12 | $41,925 | $11,557 | $11,557 | $30,368 | 2018-08-15 | |
| 20. JPMORGAN BETABUILDERS CANADA | 2024-07-12 | $1,351 | $371 | $371 | $980 | 2018-08-15 | |
| 429. JPMORGAN BETABUILDERS CANADA | 2024-07-12 | $28,966 | $7,954 | $7,954 | $21,012 | 2018-08-15 | |
| 1336. JPMORGAN BETABUILDERS CANADA | 2024-07-12 | $90,328 | $26,089 | $26,089 | $64,239 | ||
| 519. JPMORGAN BETABUILDERS DEVELO | 2024-07-12 | $26,376 | -$3,619 | -$3,619 | $29,995 | 2021-08-31 | |
| 1725. JPMORGAN BETABUILDERS DEVELO | 2024-07-12 | $87,541 | -$12,153 | -$12,153 | $99,694 | 2021-08-31 | |
| 4438.21 SIX CIRCLES US UNCONSTR EQ | 2024-07-12 | $78,423 | $18,552 | $18,552 | $59,871 | 2023-06-27 | |
| 46. VANGUARD S&P 500 ETF | 2024-07-12 | $23,731 | $5,498 | $5,498 | $18,233 | 2022-01-27 | |
| 354. VANGUARD S&P 500 ETF | 2024-07-12 | $182,583 | $42,272 | $42,272 | $140,311 | 2022-01-27 | |
| 2425.621 FIDELITY INTL INDX-INST PRM | 2024-12-05 | $124,070 | $18,259 | $18,259 | $105,811 | 2018-01-03 | |
| 9193. ISHARES BROAD USD HIGH YIELD | 2024-12-05 | $343,502 | $4,968 | $4,968 | $338,534 | ||
| 3344. JPMORGAN BETABUILDERS EUROPE ETF | 2024-12-05 | $196,864 | $20,693 | $20,693 | $176,171 | 2023-01-17 | |
| 5121. JPMORGAN BETABUILDERS EUROPE ETF | 2024-12-05 | $301,263 | $31,474 | $31,474 | $269,789 | 2023-01-17 | |
| 148. JPMORGAN BETABUILDERS JAPAN ETF | 2024-12-05 | $8,688 | $204 | $204 | $8,484 | 2021-08-31 | |
| 702. JPMORGAN BETABUILDERS JAPAN ETF | 2024-12-05 | $41,243 | $1,003 | $1,003 | $40,240 | 2021-08-31 | |
| 916. JPMORGAN BETABUILDERS JAPAN ETF | 2024-12-05 | $53,770 | $1,263 | $1,263 | $52,507 | 2021-08-31 | |
| 32459.64 SIX CIRCLES CREDIT OPPORT | 2024-12-05 | $291,812 | -$11,780 | -$11,780 | $303,592 | ||
| 10893. VANGUARD LONG-TERM TREASURY ETF | 2024-12-05 | $644,031 | $4,105 | $4,105 | $639,926 | ||
| . WASTE MGMT INC DEL | 2024-12-20 | $14 | $14 | $14 | |||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P | |||||
| CAPITAL GAIN DIVIDENDS | $71,894 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,575 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,780 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,780 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,780 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,388 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,388 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,392 | 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 | NY | 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
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 | $196,240 | 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 | $33,016,575 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $847,043 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,863,618 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,863,618 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $507,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,355,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,667,783 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,667,783 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,780 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,780 | TotalTaxAmt |
| Distributable Before Adj | $1,653,003 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,653,003 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,653,003 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,524,357 | 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 | $1,524,357 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,653,003 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,396,902 | 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 | $1,524,357 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,396,902 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $127,455 | 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 | $1,525,548 | 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
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 | NONE | RecipientEmailAddressTxt |
| Form And Info And Materials | www.jpmorgan.com/onlinegrants | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MCLEAN HOSPITAL | ||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | PC | GENERAL OPERATING | $125,000 | |
| FAIR TIDE INC | ||||||||
| 15 STATE RD | KITTERY | ME | 03904 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MASSACHUSETTS HORTICULTURAL | ||||||||
| 900 WASHINGTON STREET | WELLESLEY | MA | 02482 | NONE | PC | GENERAL OPERATING | $50,000 | SOCIETY |
| HALE EDUCATION | ||||||||
| 80 CARBY STREET | WESTWOOD | MA | 02090 | NONE | PC | GENERAL OPERATING | $100,000 | |
| A PLACE TO TURN | ||||||||
| 99 HARTFORD ST | NATICK | MA | 01760 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NEW ENGLAND WILDLIFE CENTER | ||||||||
| 500 COLUMBIAN STREET | SOUTH WEYMOUTH | MA | 02190 | NONE | PC | GENERAL OPERATING | $25,000 | |
| VERMONT COMMONS SCHOOL | ||||||||
| 75 GREEN MOUNTAIN DR | S BURLINGTON | VT | 05403 | NONE | PC | GENERAL OPERATING | $67,500 | |
| NANTUCKET LIGHTHOUSE SCHOOL | ||||||||
| PO BOX 269 | NANTUCKET | MA | 02554 | NONE | PC | GENERAL OPERATING | $50,000 | ATTN STEPHEN O'BRIEN |
| NANTUCKET BOYS AND GIRLS CLUB | ||||||||
| PO BOX 269 | NANTUCKET | MA | 02554 | NONE | PC | GENERAL OPERATING | $100,000 | |
| MISS PORTERS SCHOOL INC | ||||||||
| 60 MAIN ST | FARMINGTON | CT | 06032 | NONE | PC | GENERAL OPERATING | $100,000 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | GENERAL OPERATING | $75,000 | |
| FAMILY PROMISE METROWEST | ||||||||
| 6 MULLIGAN STREET | NATICK | MA | 01760 | NONE | PC | GENERAL OPERATING | $75,000 | ATTN SUE CROSSLEY |
| MYSTIC LEARNING CENTER | ||||||||
| 530 MYSTIC AVENUE ROOM 103 | SOMERVILLE | MA | 02145 | NONE | PC | GENERAL OPERATING | $30,000 | |
| NANTUCKET NEW SCHOOL | ||||||||
| 15 NOBADEER FARM RD | NANTUCKET | MA | 02554 | NONE | PC | GENERAL OPERATING | $100,000 | |
| UNITED NATIONS ASSOCIATION OF GREATER | ||||||||
| 200 PORTLAND ST | BOSTON | MA | 02114 | NONE | PC | GENERAL OPERATING | $5,000 | BOSTON (UNAGB) |
| DANIELS TABLE | ||||||||
| 10 PEARL ST | FRAMINGHAM | MA | 01702 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ROOT | ||||||||
| SHETLAND PARK 35 CONGRESS STREET | SALEM | MA | 01970 | NONE | PC | GENERAL OPERATING | $75,000 | |
| CHATHAM HALL SCHOOL | ||||||||
| 800 CHATHAM HALL CIRCLE | CHATHAM | VA | 24531 | NONE | PC | GENERAL OPERATING | $125,000 | |
| GRYMES MEMORIAL SCHOOL | ||||||||
| 13775 SPICERS MILL RD | ORANGE | VA | 22960 | NONE | PC | GENERAL OPERATING | $125,000 | |
| CHARLOTTE FOOD SHELF INC | ||||||||
| PO BOX 83 | CHARLOTTE | VT | 05445 | NONE | PC | GENERAL OPERATING | $2,500 | |
| OUR HOUSE NANTUCKET INC | ||||||||
| P O BOX 2982 | NANTUCKET | MA | 02584 | NONE | PC | GENERAL OPERATING | $50,000 | |
| NEW BEGINNINGS | ||||||||
| P O BOX 75125 | SEATTLE | WA | 98175 | NONE | PC | GENERAL OPERATING | $62,400 | |
| COLUMBIA UNIVERSITY | ||||||||
| 1150 SAINT NICHOLAS AVE | NEW YORK | NY | 10032 | NONE | PC | GENERAL OPERATING | $100,000 | NAOMI BERRIE DIABETES CENTER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,457,400 | 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 | $1,062,134 | 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 | $149,575 | 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 | $1,211,709 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,211,709 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 92203J308 VANGUARD TTL INTL BN | $802,499 | $739,450 |
| 83002G702 SIX CIRCLES GLOBAL B | $2,941,553 | $2,705,663 |
| 83002G884 SIX CIRCLES CREDIT O | $1,371,510 | $1,394,470 |
| 921937835 VANGUARD TOTAL BOND | ||
| 92206C771 VANGUARD MORTGAGE-BA | $1,059,382 | $1,037,878 |
| 46429B267 ISHARES US TREASURY | ||
| 92203J407 VANGUARD TOTAL INTL | $1,243,909 | $1,232,038 |
| 92206C870 VANGUARD INT-TERM CO | $657,080 | $659,980 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 315911750 FIDELITY 500 INDEX F | $6,827,640 | $14,562,227 |
| 315911727 FIDELITY INTL INDX-I | $890,877 | $987,692 |
| 83002G306 SIX CIRCLES US UNCON | $2,807,888 | $4,722,602 |
| 83002G405 SIX CIRCLES INTL UNC | $2,739,021 | $2,975,290 |
| 46641Q191 JPMORGAN BETABUILDER | ||
| 46641Q217 JPMORGAN BETABUILDER | $869,557 | $979,238 |
| 46641Q225 JPMORGAN BETABUILDER | $476,259 | $716,065 |
| 46641Q233 JPMORGAN BETABUILDER | $531,771 | $498,615 |
| 922908363 VANGUARD S&P 500 ETF |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $368 |
| MUTUAL FUND ADJUSTMENT | $20 |
| RETURN OF CAPITAL | $71,360 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ATTORNEY GENERAL FEE | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTIONS POSTED IN 2024 | $407 |
| ROUNDING | $3 |
| COST BASIS ADJUSTMENT | $20 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $3,223 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $14,412 | $14,412 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $3,135 | $3,135 | $0 |
Comments