MINNIE PARKER CHARITABLE TRUST PT 20599 NECT: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MINNIE PARKER CHARITABLE TRUST PT 20599 NECT (EIN 13-6025155)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202601269349102560
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T17:01:41-04:00 | 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 | 136025155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNIE PARKER CHAR TR XXXXX5002 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARK | 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 | 2026-03-25 | 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 | 2026-03-25 | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $5,478,363 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $152,315 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,306 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $219,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $753,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $219,510 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $371,825 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $371,816 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,555 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,790 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $31,765 | 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 | $5,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,215 | 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 | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,225 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,015 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,100 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $330,811 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,109 | CashBOYAmt |
| Cash EOY | $80,301 | CashEOYAmt |
| Cash EOYFMV | $80,301 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,135 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $219,673 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $219,673 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,813,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,718,234 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,035,782 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $865,483 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $857,227 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $835,517 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $238,274 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $298,258 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $307,090 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,081,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,173,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,478,363 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,081,007 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,173,693 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,081,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,173,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,081,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,173,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,081,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,100 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,650 | OtherIncreasesAmt |
| Subtotal | $3,180,757 | SubtotalAmt |
| Other Decreases | $7,064 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,173,693 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 309.067 FIDELITY 500 INDEX FUND | 2024-12-05 | 2025-06-05 | $63,875 | $65,352 | -$1,477 | -$1,477 | |
| 2804.074 SIX CIRCLES INTL UNCON EQ | 2025-06-05 | $36,173 | $31,379 | $4,794 | $4,794 | ||
| 1827.83 PIMCO MTGE OPPORTUNITIES IS | 2023-08-03 | 2025-09-10 | $17,273 | $17,068 | $205 | $205 | |
| 544. VANGUARD INT-TERM CORPORATE | 2025-09-10 | $45,826 | $43,020 | $2,806 | $2,806 | ||
| 173.148 FIDELITY 500 INDEX FUND | 2024-12-05 | 2025-10-09 | $40,511 | $36,612 | $3,899 | $3,899 | |
| 137. SPDR TR UNIT SER 1 | 2014-10-08 | 2025-10-09 | $91,948 | $26,887 | $65,061 | $65,061 | |
| 10342.366 SIX CIRCLES CREDIT OPPORT | 2025-10-09 | $93,598 | $91,519 | $2,079 | $2,079 | ||
| 1824. VANGUARD MORTGAGE-BACKED SEC | 2024-12-05 | 2025-10-09 | $85,520 | $84,414 | $1,106 | $1,106 | |
| 270. VANGUARD MORTGAGE-BACKED SEC | 2024-12-05 | 2025-10-09 | $12,648 | $12,495 | $153 | $153 | |
| 182.341 FIDELITY INTL INDX | 2024-08-05 | 2025-11-18 | $10,847 | $8,756 | $2,091 | $2,091 | |
| 191. JPMORGAN BETABUILDERS JAPAN ETF | 2025-11-18 | $12,760 | $9,285 | $3,475 | $3,475 | ||
| 149. JPMORGAN BETABUILDERS CANADA | 2019-04-02 | 2025-11-18 | $12,926 | $7,223 | $5,703 | $5,703 | |
| 520.749 SIX CIRCLES US UNCONSTR EQ | 2025-10-09 | 2025-11-18 | $10,399 | $10,493 | -$94 | -$94 | |
| 214. ISHARES MISCI EAFE INDEX FUND | 2025-12-02 | $20,337 | $12,155 | $8,182 | $8,182 | ||
| 55. JPMORGAN BETABUILDERS EUROPE ETF | 2025-10-09 | 2025-12-02 | $3,919 | $3,853 | $66 | $66 | |
| 43. JPMORGAN BETABUILDERS JAPAN ETF | 2018-07-19 | 2025-12-02 | $2,935 | $2,063 | $872 | $872 | |
| 62. JPMORGAN BETABUILDERS CANADA | 2019-04-02 | 2025-12-02 | $5,562 | $3,005 | $2,557 | $2,557 | |
| 62. JPMORGAN BETABUILDERS DEVELO | 2021-01-25 | 2025-12-02 | $3,451 | $3,545 | -$94 | -$94 | |
| 144. SPDR TR UNIT SER 1 | 2025-12-02 | $98,138 | $28,154 | $69,984 | $69,984 | ||
| 1600.187 SIX CIRCLES US UNCONSTR EQ | 2025-10-09 | 2025-12-02 | $33,124 | $32,244 | $880 | $880 | |
| 477.331 SIX CIRCLES MULTI-STRAT | 2025-09-10 | 2025-12-02 | $5,041 | $4,945 | $96 | $96 | |
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,166 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $219,510 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,598 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,598 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,598 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,044 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,044 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,554 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
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 IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA | ||||||
| 10 S DEARBORN ST MC IL1-0111 | CHICAGO | IL | 60603 | TRUSTEE | 2 | $61,814 |
| EDWARD S RIMER III | ||||||
| 25 ORRIN STREET | CAMBRIDGE | MA | 02138 | CO-TRUSTEE | 2 | $8,741 |
| 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 | $5,058,788 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $178,887 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,237,675 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,237,675 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,159,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $257,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $257,956 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,598 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,598 | TotalTaxAmt |
| Distributable Before Adj | $253,358 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $253,358 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $253,358 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,515 | 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 | $235,515 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $253,358 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $203,061 | 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 | $235,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $203,061 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,454 | 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 | $220,904 | 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 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE ALOHA FOUNDATION INC | ||||||||
| 2968 LAKE MOREY ROAD | FAIRLEE | VT | 05045 | NONE | PC | GENERAL | $25,000 | |
| DIMOCK COMMUNITY HEALTH CENTER | ||||||||
| 55 DIMOCK STREET | ROXBURY | MA | 02119 | NONE | PC | GENERAL | $25,000 | |
| BETHANY HOUSE OF PRAYER INC | ||||||||
| 191 APPLETON ST | ARLINGTON | MA | 02476 | NONE | PC | GENERAL | $25,000 | |
| AMERICAN FARM SCHOOL | ||||||||
| 1740 BROADWAY 1500 | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $10,000 | THESSALONICA AGRICULTURAL & INDUSTRIAL I |
| BREAKTHROUGH GREATER BOSTON | ||||||||
| 459 BROADWAY | CAMBRIDGE | MA | 021384125 | NONE | PC | GENERAL | $10,000 | |
| SOLVE MECFS INITIATIVE INC | ||||||||
| 5455 WILSHIRE BLVD STE 806 | LOS ANGELES | CA | 900364271 | NONE | PC | GENERAL | $25,000 | |
| CAMP STARFISH INC | ||||||||
| 1121 MAIN STREET | LANCASTER | MA | 015232573 | NONE | PC | GENERAL | $15,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113TH ST MC 4524 | NEW YORK | NY | 10025 | NONE | PC | GENERAL | $23,500 | |
| HIGH MOUNTAIN INSTITUTE INC | ||||||||
| 531 COUNTY ROAD 5A | LEADVILLE | CO | 80461 | NONE | PC | GENERAL | $10,000 | |
| UNIVERSITY OF VERMONT | ||||||||
| 411 MAIN ST | BURLINGTON | VT | 05405 | NONE | PC | GENERAL | $25,000 | |
| HEALTH STORY COLLABORATIVE | ||||||||
| 105 COOLIDGE HILL | CAMBRIDGE | MA | 021385501 | NONE | PC | GENERAL | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,500 | 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 | $152,315 | 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 | $219,510 | 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 | $371,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $371,825 | 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 |
|---|---|---|
| 54401E143 LORD ABBETT SHRT DUR | $105,704 | $100,697 |
| 83002G702 SIX CIRCLES GLOBAL B | $221,850 | $198,101 |
| 83002G884 SIX CIRCLES CREDIT O | $103,912 | $109,139 |
| 92206C771 VANGUARD MORTGAGE-BA | $53,915 | $54,848 |
| 921937835 VANGUARD TOTAL BOND | $50,027 | $51,034 |
| 92203J407 VANGUARD TOTAL INTL | $216,835 | $213,864 |
| 92206C870 VANGUARD INT-TERM CO | $50,281 | $53,265 |
| 46429B267 ISHARES US TREASURY | $54,703 | $54,569 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287465 ISHARES MSCI EAFE ET | $93,825 | $161,042 |
| 78462F103 SPDR S&P 500 ETF TRU | $531,740 | $2,203,284 |
| 83002G306 SIX CIRCLES US UNCON | $412,941 | $733,266 |
| 83002G405 SIX CIRCLES INTL UNC | $333,509 | $484,852 |
| 46641Q191 JPMORGAN BETABUILDER | $104,641 | $109,510 |
| 46641Q217 JPMORGAN BETABUILDER | $110,582 | $153,373 |
| 46641Q225 JPMORGAN BETABUILDER | $55,550 | $109,833 |
| 46641Q233 JPMORGAN BETABUILDER | $75,446 | $80,622 |
| 315911727 FIDELITY INTL INDX-I | ||
| 315911750 FIDELITY 500 INDEX F |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 09257V508 BLACKSTONE ALT MULTI | AT COST | $72,924 | $74,874 |
| 64128R608 NEUBERGER BERM LNG S | AT COST | $46,354 | $53,663 |
| 72201U638 PIMCO MRTG OPP & BND | AT COST | $26,397 | $26,651 |
| 83002G876 SIX CIRCLES MULTI-ST | AT COST | $152,583 | $151,902 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $7,060 |
| ADJUSTMENT TO INCOME | $1 |
| ROUNDING | $3 |
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 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $4 |
| 2024 TRANSACTION POSTED IN 2025 | $7,646 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $161 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $3,044 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,796 | $1,796 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $419 | $419 | $0 |
Comments