HERMAN FORBES CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HERMAN FORBES CHARITABLE TRUST (EIN 13-6814404)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-07-30
- IRS object ID
- 202602119349100605
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-30T11:01:33-05:00 | ReturnTs |
| Tax Period End | 2026-03-31 | 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 | 2025-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136814404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMAN FORBES CHAR TR XXXXX1001 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORB | 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 | 2026-07-10 | 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 | 2026-07-10 | 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 | $7,092,823 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $206,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,646 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $349,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,797 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $276,443 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $276,443 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $113,843 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $62,720 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,123 | 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 | $7,316 | TaxesRevAndExpnssAmt |
| 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 | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,409 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,373 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $381,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $381,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $502,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $432,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$226,466 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,619 | CashBOYAmt |
| Cash EOY | $96,179 | CashEOYAmt |
| Cash EOYFMV | $96,179 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $106,882 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,999 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,976,462 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,769,548 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,178,856 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,605,599 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,605,599 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,413,622 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $361,381 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $368,150 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $373,167 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,096,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,870,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,092,823 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,096,943 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,870,475 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,096,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,870,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,096,943 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,870,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,096,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$226,466 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,870,477 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,870,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1010. ISHARES MSCI CANADA INDEX FUND | 2021-02-10 | 2025-04-11 | $40,336 | $33,100 | $7,236 | $7,236 | |
| 1643. ISHARES CORE MSCI EUROPE ETF | 2025-04-11 | $95,624 | $83,907 | $11,717 | $11,717 | ||
| 7035.451 BLACKSTONE ALT MULTI-STRAT-Y | 2025-09-22 | $79,782 | $73,014 | $6,768 | $6,768 | ||
| 567.836 FIDELITY 500 INDEX FUND | 2023-11-29 | 2025-11-07 | $132,817 | $89,906 | $42,911 | $42,911 | |
| CAPITAL GAIN DIVIDENDS | $1,165 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,165 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,165 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,165 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,797 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,971 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,971 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,971 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,984 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,984 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,013 | OverpaymentAmt |
| Applied To ES Tax | $2,013 | 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 | 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 ST 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA | ||||||
| 10 S DEARBORN ST IL1-0111 | CHICAGO | IL | 60603 | TRUSTEE | 10 | $84,657 |
| BENJAMIN A HERING ESQ | ||||||
| 655 THIRD AVE SUITE 2600 | NEW YORK | NY | 100175617 | CO-TRUSTEE | 1 | $14,593 |
| JEFFREY W RICHMAN | ||||||
| 303 LAKEWAY DR | RICHMOND | VA | 232297306 | CO-TRUSTEE | 1 | $14,593 |
| 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 | $6,996,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,115,262 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,115,262 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,008,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $350,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $350,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,971 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,971 | TotalTaxAmt |
| Distributable Before Adj | $347,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $347,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $347,456 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $432,873 | 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 | $432,873 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $347,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $81,473 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $115,008 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $142,465 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $105,538 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $444,484 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $432,873 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $347,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,417 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $529,901 | 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 | $81,473 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $448,428 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $115,008 | ExcessFromYear3Amt |
| Excess From Year2 | $142,465 | ExcessFromYear2Amt |
| Excess From Year1 | $105,538 | ExcessFromYear1Amt |
| Excess From Current Year | $85,417 | 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 |
| 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 (19 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 |
|---|---|---|---|---|---|---|---|---|
| JEWISH FAMILY SERVICES | ||||||||
| 522 N HOWARD AVE | TAMPA | FL | 33606 | NONE | PC | GENERAL | $20,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 W 185TH ST | NEW YORK | NY | 10033 | NONE | PC | GENERAL | $5,000 | |
| CONGREGATION SONS OF ISRAEL | ||||||||
| 1666 PLEASANTVILLE RD | BRIARCLIFF MANOR | NY | 10510 | NONE | PC | GENERAL | $7,500 | |
| SAR ACADEMY | ||||||||
| 655 WEST 254TH STREET | BRONX | NY | 10471 | NONE | PC | GENERAL | $40,000 | |
| THE RAMAZ SCHOOL | ||||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | NONE | PC | GENERAL | $10,000 | |
| TEMPLE BETH-EL | ||||||||
| 400 PASADENA AVE50 | ST PETERSBURG | FL | 33707 | NONE | PC | GENERAL | $17,500 | |
| TEMPLE EMUNAH | ||||||||
| 9 PIPER ROAD | LEXINGTON | MA | 02421 | NONE | PC | GENERAL | $20,000 | |
| SOLVING KIDS CANCER INC | ||||||||
| 1 EAST 53RD STREET 5TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $10,000 | |
| THE SHEFA SCHOOL | ||||||||
| 180 AMSTERDAM AVE | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $50,000 | |
| JACK M BARACK HEBREW ACADEMY | ||||||||
| 272 S BRYN MAWR | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL | $5,000 | BRYN MAWR PA |
| THE HILLEL SCHOOL OF TAMPA INC | ||||||||
| 2020 WEST FLETCHER | TAMPA | FL | 33612 | NONE | PC | GENERAL | $16,000 | |
| SHARSHERET | ||||||||
| PO BOX 3245 | TEANECK | NJ | 07666 | NONE | PC | GENERAL | $15,000 | |
| DOROT | ||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL | $5,000 | |
| THE JEWISH THEOLOGICAL SEMINARY | ||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | GENERAL | $10,000 | |
| CHABAD OF ST PETERSBURG | ||||||||
| 4010 PARK STREET NORTH | ST PETERSBURG | FL | 337094034 | NONE | PC | GENERAL | $45,000 | |
| REBEL VENTURES | ||||||||
| 510 N FRONT ST | PHILADELPHIA | PA | 19123 | NONE | PC | GENERAL | $6,500 | |
| CONGREGATION KEHILATH JESHURUN | ||||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | NONE | PC | GENERAL | $33,000 | |
| GULF COAST JEWISH FAMILY & COMMUNITY SERVICES | ||||||||
| 14041 ICOT BOULEVARD | CLEARWATER | FL | 33760 | NONE | PC | GENERAL | $55,000 | |
| JOHN BARTRAM ASSOCIATION | ||||||||
| 5400 LINDBERGH BLVD | PHILADELPHIA | PA | 19143 | NONE | PC | GENERAL | $11,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $381,500 | 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 | $206,646 | 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 | $69,797 | 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 | $276,443 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $276,443 | 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 (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 921937603 VANGUARD TTL BD MKT | $14,546 | $14,324 |
| 92203J308 VANGUARD TTL INTL BN | $1,000,363 | $835,646 |
| 464287440 ISHARES 7-10 YEAR TR | $73,025 | $67,094 |
| 92206C870 VANGUARD INT-TERM CO | $135,573 | $135,958 |
| 54401E143 LORD ABBETT SHRT DUR | $115,522 | $109,026 |
| 921937827 VANGUARD SHORT-TERM | $257,650 | $245,815 |
| 74440Y884 PGIM HIGH YIELD-R6 | $61,422 | $61,860 |
| 921937835 VANGUARD TOTAL BOND | $392,640 | $397,141 |
| 92203J407 VANGUARD TOTAL INTL | $176,136 | $171,058 |
| 09260B614 BLACKROCK HIGH YIELD | $215,203 | $215,652 |
| 921946885 VANGUARD EMERG MKTS | $65,482 | $68,712 |
| 92206C847 VANGUARD LONG-TERM T | $98,037 | $91,336 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 78462F103 STATE STREET SPDR S& | $325,264 | $1,601,787 |
| 46432F842 ISHARES CORE MSCI EA | $148,112 | $216,910 |
| 315911727 FIDELITY INTL INDX | $361,021 | $557,533 |
| 315911750 FIDELITY 500 INDEX F | $611,501 | $1,359,536 |
| 46434V738 ISHARES CORE MSCI EU | $46,729 | $70,340 |
| 464286509 ISHARES MSCI CANADA | $79,178 | $132,373 |
| 464288182 ISHARES MSCI ALL COU | $55,813 | $53,537 |
| 46434G822 ISHARES MSCI JAPAN E | $70,399 | $84,018 |
| 46641Q191 JPMORGAN BETABUILDER | $71,531 | $102,822 |
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 | $73,108 | $77,815 |
| 64128R608 NEUBERGR LONG SHRT F | AT COST | $76,203 | $84,235 |
| 72201U638 PIMCO MRTG OPP & BND | AT COST | $107,070 | $95,990 |
| 024525669 AMERICAN BEACON AHL | AT COST | $31,987 | $32,588 |
| 09258N703 BR GLOB EQ MARK NEUT | AT COST | $79,782 | $82,539 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ATTORNEY GENERAL FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,332 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $4,984 | $0 | $0 |
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