PALM BEACH COMMUNITY CHEST UNITED WAY CHARITABLE TRUST 34222298: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PALM BEACH COMMUNITY CHEST UNITED WAY CHARITABLE TRUST 34222298 (EIN 65-6372446)
- Tax period
- 2025-05-01 to 2026-04-30
- Filed
- 2026-09-08
- IRS object ID
- 202632519349101223
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-08T17:01:12-05:00 | ReturnTs |
| Tax Period End | 2026-04-30 | 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 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656372446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALM BEACH COMMUNITY CHESTUNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 3126306000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORTHERN TRUST COMPANY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3126306000 | PhoneNum |
| Signature | 2026-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2026-07-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,783,758 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $53,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,759 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $328,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,305 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $102,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,066 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,584 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,396 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,188 | 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 | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,534 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $874 | 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 | $16 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $16 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,654 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,865 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,865 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,899 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,519 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,346 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,871 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,696 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,696 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $641,216 | CorporateStockBOYAmt |
| Corporate Stock EOY | $614,025 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,114,227 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $579,669 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $500,020 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $478,477 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $152,167 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $156,358 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $30,922 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,280,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,300,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,783,758 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,280,678 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,300,908 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,280,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,300,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,280,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,300,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,280,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,167 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,165 | OtherIncreasesAmt |
| Subtotal | $1,301,010 | SubtotalAmt |
| Other Decreases | $102 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,300,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 255. MFO DFA INTL SMALL CO PORTFOLIO FUND | 2024-05-09 | 2026-01-15 | $6,755 | $5,021 | $1,734 | $1,734 | |
| 220. MFO DFA INTL SMALL CO PORTFOLIO FUND | 2025-01-16 | 2026-03-12 | $5,738 | $4,246 | $1,492 | $1,492 | |
| 1. MFO DFA INTL SMALL CO PORTFOLIO FUND | 2025-03-13 | 2026-04-20 | $28 | $20 | $8 | $8 | |
| 443. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2025-01-16 | 2026-04-20 | $24,297 | $14,580 | $9,717 | $9,717 | |
| 852. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBO | 2022-08-11 | 2025-09-11 | $20,778 | $21,863 | -$1,085 | -$1,085 | |
| 217. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBO | 2022-08-11 | 2026-01-15 | $5,218 | $5,388 | -$170 | -$170 | |
| 1. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBOXX | 2022-08-11 | 2026-03-12 | $24 | $25 | -$1 | -$1 | |
| 3. MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD TR IBOXX | 2022-08-11 | 2026-04-20 | $73 | $74 | -$1 | -$1 | |
| 304. MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX | 2024-09-12 | 2026-01-15 | $18,318 | $17,708 | $610 | $610 | |
| 1. MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX | 2025-01-16 | 2026-04-20 | $66 | $55 | $11 | $11 | |
| 385. MFC ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF | 2023-09-14 | 2025-05-09 | $14,059 | $13,573 | $486 | $486 | |
| 1. MFC ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF | 2023-09-14 | 2026-04-20 | $37 | $35 | $2 | $2 | |
| 129. MFB NORTHN MID CAP INDEX FD FD | 2024-03-14 | 2025-05-09 | $2,532 | $2,636 | -$104 | -$104 | |
| 77. MFB NORTHN MID CAP INDEX FD FD | 2024-05-09 | 2026-01-15 | $1,705 | $1,663 | $42 | $42 | |
| 1. MFB NORTHN MID CAP INDEX FD FD | 2024-05-09 | 2026-03-12 | $21 | $22 | -$1 | -$1 | |
| 1. MFB NORTHN MID CAP INDEX FD FD | 2024-05-09 | 2026-04-20 | $23 | $22 | $1 | $1 | |
| 1131. MFB NORTHN INTL EQTY INDEX FD | 2024-03-14 | 2025-05-09 | $17,779 | $16,377 | $1,402 | $1,402 | |
| 20. MFB NORTHN INTL EQTY INDEX FD | 2024-05-09 | 2025-09-11 | $347 | $294 | $53 | $53 | |
| 320. MFB NORTHN INTL EQTY INDEX FD | 2024-05-09 | 2026-01-15 | $5,824 | $4,704 | $1,120 | $1,120 | |
| 1673. MFB NORTHN INTL EQTY INDEX FD | 2025-01-16 | 2026-03-12 | $29,846 | $24,262 | $5,584 | $5,584 | |
| 7. MFB NORTHN INTL EQTY INDEX FD | 2025-03-13 | 2026-04-20 | $133 | $105 | $28 | $28 | |
| 27. MFB NORTHERN FUNDS BD INDEX FD | 2015-07-17 | 2025-09-11 | $254 | $286 | -$32 | -$32 | |
| 39. MFB NORTHERN FUNDS BD INDEX FD | 2015-07-17 | 2026-04-20 | $363 | $413 | -$50 | -$50 | |
| 523. MFB NORTHERN FUNDS BD INDEX FD | 2015-08-08 | 2026-04-27 | $4,843 | $5,539 | -$696 | -$696 | |
| 1701.79 MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2025-01-16 | 2025-06-12 | $17,222 | $17,414 | -$192 | -$192 | |
| 1518.65 MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2024-05-09 | 2025-06-12 | $15,369 | $13,513 | $1,856 | $1,856 | |
| 1780. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2023-01-12 | 2025-05-09 | $21,182 | $19,402 | $1,780 | $1,780 | |
| 6. MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2024-09-12 | 2026-04-20 | $100 | $69 | $31 | $31 | |
| 2262. MFB NORTHN HI YIELD FXD INC FD | 2020-06-18 | 2025-05-09 | $13,504 | $14,251 | -$747 | -$747 | |
| 4. MFB NORTHN HI YIELD FXD INC FD | 2020-06-18 | 2026-04-20 | $24 | $25 | -$1 | -$1 | |
| 166. MFB NORTHN FDS SMALL CAP INDEX FD | 2024-03-14 | 2025-05-09 | $2,107 | $1,969 | $138 | $138 | |
| 205. MFB NORTHN FDS SMALL CAP INDEX FD | 2024-12-19 | 2026-01-15 | $3,417 | $2,826 | $591 | $591 | |
| 1. MFB NORTHN FDS SMALL CAP INDEX FD | 2024-05-09 | 2026-03-12 | $16 | $14 | $2 | $2 | |
| 1. MFB NORTHN FDS SMALL CAP INDEX FD | 2024-05-09 | 2026-04-20 | $17 | $14 | $3 | $3 | |
| 740. MFB NORTHERN FDS STK INDEX FD | 2023-12-21 | 2025-05-09 | $42,491 | $30,124 | $12,367 | $12,367 | |
| 306. MFB NORTHERN FDS STK INDEX FD | 2024-05-09 | 2025-06-12 | $18,795 | $16,408 | $2,387 | $2,387 | |
| 3. MFB NORTHERN FDS STK INDEX FD | 2025-01-16 | 2026-03-12 | $200 | $181 | $19 | $19 | |
| 5. MFB NORTHERN FDS STK INDEX FD | 2025-01-16 | 2026-04-20 | $354 | $301 | $53 | $53 | |
| 97. MFB NORTHERN FDS STK INDEX FD | 2025-01-16 | 2026-04-27 | $6,932 | $5,838 | $1,094 | $1,094 | |
| 628. MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL | 2022-08-11 | 2025-09-11 | $14,984 | $16,551 | -$1,567 | -$1,567 | |
| 86. MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL | 2022-08-11 | 2026-01-15 | $1,981 | $2,208 | -$227 | -$227 | |
| 1. MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL | 2022-08-11 | 2026-03-12 | $23 | $26 | -$3 | -$3 | |
| 2. MFO VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL | 2022-08-11 | 2026-04-20 | $47 | $51 | -$4 | -$4 | |
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,575 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,305 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,367 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,367 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,367 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $660 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $660 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $707 | 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 | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126306000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORTHERN TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,584 | 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 | $1,701,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,701,721 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,701,721 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,526 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,676,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,810 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,810 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,367 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,367 | TotalTaxAmt |
| Distributable Before Adj | $82,443 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,443 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,443 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,519 | 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 | $78,519 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,443 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,865 | 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 | $78,519 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,865 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,654 | 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 | $74,789 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWN OF PALM BEACH UNITED WAY INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 COCOANUT ROW SUITE M201 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $70,865 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,865 | 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 | $53,759 | 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 | $48,305 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MFO DFA INTL SMALL | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $102,066 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,066 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| C33939L506 MFC ISHARES TR BROA | ||
| C46435U853 MFB NORTHERN FUNDS | ||
| C665162533 MFB NORTHERN FUNDS | $399,092 | $375,840 |
| C665162699 MFB NORTHERN HIGH Y | $31,219 | $31,930 |
| C922031737 MFO VANGUARD INFLAT | $69,709 | $70,707 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| C233203629 MFO DFA INTL SMALL | $23,224 | $35,884 |
| C33939L407 MFC FLEXSHARES TR M | $38,857 | $53,894 |
| C33939L795 MFC FLEXSHARES TRUS | $60,094 | $67,142 |
| C665130100 MFB NORTHERN EQUITY | $25,790 | $35,707 |
| C665130209 MFB NORTHERN EQUITY | $124,894 | $199,266 |
| C665162582 MFB NORTHERN FUNDS | $100,344 | $144,942 |
| C665162723 MFB NORTHERN FUNDS | $19,544 | $31,728 |
| C665162772 MFB NORTHERN FUNDS | $221,278 | $545,664 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| C33939L506 MFC FLEXSHARES TR T | AT COST | $103,805 | $106,436 |
| C46435U853 MFC ISHARES TR BROA | AT COST | $30,216 | $31,906 |
| C665162541 MFB NORTHERN FDS GL | AT COST | $18,146 | $18,016 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | C665162541 MFB NORTHERN FDS GL | Desc |
| BOY Book Value | $30,922 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTIONS POSTED IN 2026 | $99 |
| ROUNDING ADJUSTMENT | $3 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $16 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MFO DFA INTL SMALL CO PORTFOLIO FUND | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $67 |
| P/Y WASH SALES ADJUSTMENT | $1,098 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAYMENTS | $660 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $504 | $504 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $370 | $370 | $0 |
Comments