WEEZIE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WEEZIE FOUNDATION (EIN 13-6090903)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202601269349102535
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2026-05-06T17:01:39-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 | ExecDirector | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2026-04-21 | 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 | $38,386,566 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,049,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,049,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $697,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,235,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $697,765 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,746,825 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,746,825 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $212,727 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $141,818 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,909 | 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 | $30,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,935 | 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 | $13,439 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,439 | 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 | $257,839 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,753 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85,098 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,531,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,531,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,789,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,753 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,616,598 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,590,072 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $522,726 | CashBOYAmt |
| Cash EOY | $538,623 | CashEOYAmt |
| Cash EOYFMV | $538,623 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $551,299 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $339,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $339,776 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $15,143,013 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,088,268 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,516,643 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,075,933 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,283,667 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,991,524 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,292,971 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,250,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,386,566 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,292,971 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,250,334 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,292,971 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,250,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,292,971 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,250,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,292,971 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,514 | ExcessRevenueOverExpensesAmt |
| Other Increases | $370 | OtherIncreasesAmt |
| Subtotal | $24,250,827 | SubtotalAmt |
| Other Decreases | $493 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,250,334 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20091.337 SIX CIRCLES INTL UNCON EQ | 2024-12-05 | 2025-06-05 | $259,178 | $230,649 | $28,529 | $28,529 | |
| 13149.815 SIX CIRCLES INTL UNCON EQ | 2025-06-05 | $169,633 | $147,958 | $21,675 | $21,675 | ||
| 719.412 FIDELITY 500 INDEX FUND | 2024-12-05 | 2025-06-27 | $154,659 | $152,120 | $2,539 | $2,539 | |
| 1246. JPMORGAN BETABUILDERS CANADA | 2019-03-28 | 2025-06-27 | $99,325 | $59,468 | $39,857 | $39,857 | |
| 1112.413 FIDELITY 500 INDEX FUND | 2025-10-23 | $260,483 | $231,795 | $28,688 | $28,688 | ||
| 2507.991 FIDELITY 500 INDEX FUND | 2025-10-23 | $587,271 | $382,003 | $205,268 | $205,268 | ||
| 73041.567 SIX CIRCLES CREDIT OPPORT | 2025-10-23 | $663,948 | $646,662 | $17,286 | $17,286 | ||
| 14841. VANGUARD MORTGAGE-BACKED SEC | 2024-12-05 | 2025-10-23 | $701,021 | $686,833 | $14,188 | $14,188 | |
| 1. VANGUARD MORTGAGE-BACKED SEC | 2024-12-05 | 2025-10-23 | $47 | $46 | $1 | $1 | |
| CAPITAL GAIN DIVIDENDS | $339,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $339,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $339,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $339,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $339,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $339,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $339,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $339,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $339,734 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $697,765 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,102 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,102 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,102 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,596 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,596 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $15,506 | 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 | $212,727 | 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 | $35,434,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,231,970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,666,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,666,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $549,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,116,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,805,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,805,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,102 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,102 | TotalTaxAmt |
| Distributable Before Adj | $1,783,729 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,783,729 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,783,729 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,616,598 | 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 | $1,616,598 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,783,729 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,525,548 | 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 | $1,616,598 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,525,548 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,050 | 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 | $1,692,679 | 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 (38 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $7,500 | |
| EXETER AREA CHARITABLE FOUNDATION | ||||||||
| 120 WATER STREET | EXETER | NH | 03833 | NONE | PC | GENERAL OPERATING | $6,000 | |
| COMMITTEE ON TEMPORARY SHELTER | ||||||||
| PO BOX 1616 | BURLINGTON | VT | 05402 | NONE | PC | GENERAL OPERATING | $6,000 | |
| MASSACHUSETTS HORTICULTURAL | ||||||||
| 900 WASHINGTON STREET | WELLESLEY | MA | 02482 | NONE | PC | GENERAL OPERATING | $30,000 | 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 | $12,500 | |
| NEW ENGLAND WILDLIFE CENTER | ||||||||
| 500 COLUMBIAN STREET | SOUTH WEYMOUTH | MA | 02190 | NONE | PC | GENERAL OPERATING | $35,000 | |
| MEDFIELD FOOD CUPBOARD | ||||||||
| P O BOX 172 | MEDFIELD | MA | 02052 | NONE | PC | GENERAL OPERATING | $4,000 | |
| SQUASHBUSTERS INC | ||||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | NONE | PC | GENERAL OPERATING | $65,000 | ATTN REBECCA LATIMORE |
| VERMONT COMMONS SCHOOL | ||||||||
| 75 GREEN MOUNTAIN DR | S BURLINGTON | VT | 05403 | NONE | PC | GENERAL OPERATING | $87,500 | |
| NANTUCKET LIGHTHOUSE SCHOOL | ||||||||
| PO BOX 269 | NANTUCKET | MA | 02554 | NONE | PC | GENERAL OPERATING | $50,000 | ATTN STEPHEN O'BRIEN |
| TURNING POINT CENTER OFCHITTENDON COUNTY | ||||||||
| 179 SOUTH WINOOSKI AVE STE 301 | BURLINGTON | VT | 05401 | NONE | PC | GENERAL OPERATING | $10,000 | |
| NANTUCKET BOYS AND GIRLS CLUB | ||||||||
| PO BOX 269 | NANTUCKET | MA | 02554 | NONE | PC | GENERAL OPERATING | $21,000 | |
| MISS PORTERS SCHOOL INC | ||||||||
| 60 MAIN ST | FARMINGTON | CT | 06032 | NONE | PC | GENERAL OPERATING | $100,000 | |
| BLOOD CANCER UNITED TEXAS | ||||||||
| P O BOX 738390 | DALLAS | TX | 75373 | NONE | PC | GENERAL OPERATING | $100,000 | |
| WESTWOOD COMMUNITY CHEST | ||||||||
| P O BOX 250 | WESTWOOD | MA | 02090 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PORT ROYAL SOUND FOUNDATION | ||||||||
| 3100 OKATIE HWY | OKATIE | SC | 29909 | NONE | PC | GENERAL OPERATING | $75,000 | |
| FAMILY PROMISE METROWEST | ||||||||
| 6 MULLIGAN STREET | NATICK | MA | 01760 | NONE | PC | GENERAL OPERATING | $15,000 | ATTN SUE CROSSLEY |
| MYSTIC LEARNING CENTER | ||||||||
| 530 MYSTIC AVENUE ROOM 103 | SOMERVILLE | MA | 02145 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NANTUCKET NEW SCHOOL | ||||||||
| 15 NOBADEER FARM RD | NANTUCKET | MA | 02554 | NONE | PC | GENERAL OPERATING | $100,000 | |
| GOOD SHEPHERD FOOD BANK OF MAINE | ||||||||
| P O BOX 1807 | AUBURN | ME | 04211 | NONE | PC | GENERAL OPERATING | $21,000 | |
| ISLESBORO AFFORDABLE PROPERTY | ||||||||
| P O BOX 206 | ISLESBORO | ME | 04848 | NONE | PC | GENERAL OPERATING | $21,000 | |
| UNITED NATIONS ASSOCIATION OF GREATER | ||||||||
| 200 PORTLAND ST | BOSTON | MA | 02114 | NONE | PC | GENERAL OPERATING | $5,000 | BOSTON (UNAGB) |
| SPOONFULS | ||||||||
| 189 WELLS AVENUE | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING | $75,000 | |
| END 68 HOURS OF HUNGER | ||||||||
| 4 IVY LANE | FARMINGTON | NH | 03835 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MAINE SCHOOL GARDEN NETWORK | ||||||||
| 28 STATE HOUSE STATION | AUGUSTA | ME | 04333 | NONE | PC | GENERAL OPERATING | $11,000 | |
| DANIELS TABLE | ||||||||
| 10 PEARL ST | FRAMINGHAM | MA | 01702 | NONE | PC | GENERAL OPERATING | $9,500 | |
| WESTWOOD FOOD PANTRY | ||||||||
| P O BOX 854 | WESTWOOD | MA | 02090 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SHELBURNE FOOD SHELF | ||||||||
| 5420 SHELBURNE ROAD | SHELBURNE | VT | 05482 | NONE | PC | GENERAL OPERATING | $5,000 | |
| 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 | |
| HABITAT FOR AVIATION | ||||||||
| 602 AIRPORT ROAD | SWANTON | VT | 05488 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NEW BEGINNINGS | ||||||||
| P O BOX 75125 | SEATTLE | WA | 98175 | NONE | PC | GENERAL OPERATING | $87,500 | |
| HOLLISTON PANTRY SHELF INC | ||||||||
| PO BOX 6662 | HOLLISTON | MA | 01746 | NONE | PC | GENERAL OPERATING | $11,000 | |
| CHRISTOPHER'S HAVEN | ||||||||
| 1 EMERSON PL 2N | BOSTON | MA | 02114 | NONE | PC | GENERAL OPERATING | $11,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,531,500 | 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 | $1,049,060 | 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 | $697,765 | 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 | $1,746,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,746,825 | 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 | $729,279 |
| 83002G702 SIX CIRCLES GLOBAL B | $3,242,028 | $2,983,221 |
| 83002G884 SIX CIRCLES CREDIT O | $724,848 | $760,979 |
| 921937835 VANGUARD TOTAL BOND | $351,499 | $358,573 |
| 92206C771 VANGUARD MORTGAGE-BA | $372,503 | $378,947 |
| 46429B267 ISHARES US TREASURY | $761,863 | $753,033 |
| 92203J407 VANGUARD TOTAL INTL | $1,371,347 | $1,338,899 |
| 92206C870 VANGUARD INT-TERM CO | $657,080 | $688,593 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 315911750 FIDELITY 500 INDEX F | $6,209,805 | $16,092,157 |
| 315911727 FIDELITY INTL INDX | $890,877 | $1,263,182 |
| 83002G306 SIX CIRCLES US UNCON | $3,041,158 | $5,380,716 |
| 83002G405 SIX CIRCLES INTL UNC | $2,360,414 | $3,407,712 |
| 46641Q191 JPMORGAN BETABUILDER | $767,895 | $793,692 |
| 46641Q217 JPMORGAN BETABUILDER | $869,557 | $1,175,834 |
| 46641Q225 JPMORGAN BETABUILDER | $416,791 | $827,514 |
| 46641Q233 JPMORGAN BETABUILDER | $531,771 | $575,836 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $473 |
| MUTUAL FUND ADJUSTMENT | $20 |
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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $368 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $9,392 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $6,596 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $11,603 | $11,603 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $3,332 | $3,332 | $0 |
Comments