BETA

CARL W & CARRIE MAE JOSLYN CHARITABLE TRUST: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CARL W & CARRIE MAE JOSLYN CHARITABLE TRUST (EIN 23-7135817)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-06
IRS object ID
202601269349103615
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-06T17:01:41-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line199 WOOD AVE SOUTHAddressLine1Txt
CityISELINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08830ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237135817EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARL W & CARRIE MAE JOSLYN CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOSLBusinessNameControlTxt
Phone8004962583PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 S DEARBORN IL1-0111AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRYSTAL ZECPersonNm
Person TitleExecDirectorPersonTitleTxt
Phone8004962583PhoneNum
Signature2026-03-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEATHER A HAWESPreparerPersonNm
PTINP01379658PTIN
Phone7327679100PhoneNum
Preparation2026-03-25PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,455,690FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$96,026DividendsRevAndExpnssAmt
Dividends Net Invst Incm$96,019DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$144,124NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$425,706GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$144,124CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$240,150TotalRevAndExpnssAmt
Total Net Invst Incm$240,143TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$48,402CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$24,549CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$23,853CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,554TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,405TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$49,956TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,954TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,853TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$126,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$126,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$176,106TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,954TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$150,003TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$64,044ExcessRevenueOverExpensesAmt
Net Investment Income$214,189NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,527CashBOYAmt
Cash EOY$5,986CashEOYAmt
Cash EOYFMV$5,986CashEOYFMVAmt
Sav And Temp Cash Invst BOY$75,540SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,528SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,528SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$1,256,772CorporateStockBOYAmt
Corporate Stock EOY$1,286,964CorporateStockEOYAmt
Corporate Stock EOYFMV$2,661,805CorporateStockEOYFMVAmt
Corporate Bonds BOY$540,341CorporateBondsBOYAmt
Corporate Bonds EOY$553,980CorporateBondsEOYAmt
Corporate Bonds EOYFMV$539,767CorporateBondsEOYFMVAmt
Other Investments BOY$150,606OtherInvestmentsBOYAmt
Other Investments EOY$192,692OtherInvestmentsEOYAmt
Other Investments EOYFMV$197,604OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,025,786TotalAssetsBOYAmt
Total Assets EOY$2,090,150TotalAssetsEOYAmt
Total Assets EOYFMV$3,455,690TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,025,786CapitalStockBOYAmt
Capital Stock EOY$2,090,150CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,025,786TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,090,150TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,025,786TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,090,150TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,025,786TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$64,044ExcessRevenueOverExpensesAmt
Other Increases$4,957OtherIncreasesAmt
Subtotal$2,094,787SubtotalAmt
Other Decreases$4,637OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,090,150TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
101.666 FIDELITY INTL INDX2024-08-052025-02-18$5,271$4,882$389$389
146. ISHARES MISCI EAFE INDEX FUND2017-01-122025-02-18$12,045$8,671$3,374$3,374
112.973 FIDELITY 500 INDEX FUND2025-06-05$23,348$24,042-$694-$694
18. SPDR TR UNIT SER 12012-02-032025-06-05$10,675$2,419$8,256$8,256
2365.185 SIX CIRCLES INTL UNCON EQ2025-06-05$30,511$21,131$9,380$9,380
1699.92 PIMCO MTGE OPPORTUNITIES IS2023-08-042025-09-10$16,064$15,942$122$122
387. VANGUARD INT-TERM CORPORATE2023-12-042025-09-10$32,601$30,457$2,144$2,144
122. SPDR TR UNIT SER 12025-10-09$81,881$19,276$62,605$62,605
6579.599 SIX CIRCLES CREDIT OPPORT2025-10-09$59,545$56,780$2,765$2,765
1199. VANGUARD MORTGAGE-BACKED SEC2024-11-252025-10-09$56,217$55,328$889$889
178. VANGUARD MORTGAGE-BACKED SEC2024-11-252025-10-09$8,338$8,214$124$124
90. ISHARES MISCI EAFE INDEX FUND2017-01-122025-12-18$8,533$5,345$3,188$3,188
52. JPMORGAN BETABUILDERS EUROPE ETF2025-10-092025-12-18$3,781$3,640$141$141
135. JPMORGAN BETABUILDERS JAPAN ETF2020-06-162025-12-18$9,281$6,324$2,957$2,957
134. JPMORGAN BETABUILDERS CANADA2018-10-252025-12-18$12,390$6,043$6,347$6,347
37. JPMORGAN BETABUILDERS DEVELO2020-06-162025-12-18$2,083$1,666$417$417
20. SPDR TR UNIT SER 12013-06-272025-12-18$13,529$3,226$10,303$10,303
385.086 SIX CIRCLES GLOBAL BOND2020-08-172025-12-18$3,269$3,825-$556-$556
245.36 SIX CIRCLES CREDIT OPPORT2024-01-232025-12-18$2,233$2,149$84$84
46. VANGUARD TOTAL INTL BOND ETF2023-02-142025-12-18$2,223$2,222$1$1
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
CAPITAL GAIN DIVIDENDS$31,888P
FieldValueIRS element (for citing)
Capital Gain Net Income$144,124CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,977InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,977SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,977TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,488EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,488TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,489TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JP MORGAN CHASE BANK NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8004962583PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 S DEARBORN ST MC IL 1-0111AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JP MORGAN CHASE BANK NABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 S DEARBORN ST MC IL 1-0111AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2AverageHrsPerWkDevotedToPosRt
Compensation$48,402CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,248,334AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,191AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,296,525TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,296,525AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$49,448CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,247,077NetVlNoncharitableAssetsAmt
Minimum Investment Return$162,354MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$162,354MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,977TaxBasedOnInvestmentIncomeAmt
Total Tax$2,977TotalTaxAmt
Distributable Before Adj$159,377DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$159,377DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$159,377DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$150,003ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$150,003QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$159,377DistributableAsAdjustedAmt
Undistributed Income PY$80,484UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$150,003QualifyingDistributionsAmt
Applied To Year1$80,484AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$69,519AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$89,858UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJPMORGAN CHASE BANK NARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line110 S DEARBORN IL1-0111AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8004962583RecipientPhoneNum
Form And Info And Materialswww.jpmorgan.com/onlinegrantsFormAndInfoAndMaterialsTxt
Submission DeadlinesNOVEMBER 1ST EACH YEARSubmissionDeadlinesTxt
Restrictions On AwardsCHARITABLE INSTITUTIONS IN EL PASO COUNTY, COLORADORestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATHOLIC CHARITIES OF COLORODO
SPRINGS228 N CASCADE AVENUECOLORODO SPRINGSCO80903NONEPCGENERAL$2,000
CONCRETE COUCH
702 EAST BOULDER STCOLORADO SPRINGSCO80903NONEPCGENERAL$3,000
KIDS ON BIKES INC
2222 BOTT AVECOLORADO SPRINGSCO80904NONEPCGENERAL$2,500
RONALD MCDONALD HOUSE CHARITIES OF
SOUTHERN COLORADO INC311 N LOGAN AVECOLORADO SPRINGSCO80909NONEPCGENERAL$7,000
DIAKONIA
1250 VENHORST RDCOLORADO SPRINGSCO80920NONEPCGENERAL$2,000
STABLE STRIDES
6913 RIVERCHASE TRAILDENTONTX76210NONEPCGENERAL$2,500
DEAR JACK FOUNDATION INC
1840B W LITTLETON BLVD STE BLITTLETONOH80120NONEPCGENERAL$2,500
SAFE FAMILIES FOR CHILDREN
4300 W IRVING PARK RDCHICAGOIL60641NONEPCGENERAL$2,000
FOOD TO POWER
1090 S INSTITUTE STCOLORADO SPRINGSCO80903NONEPCGENERAL$2,000
PARTNERS IN HOUSING INC
455 GOLD PASS HEIGHTSCOLORDA SPRINGSCO80906NONEPCGENERAL$5,000
PEAK PARENT CENTER
917 EAST MORENO AVE STE 140COLORADO SPRINGSCO80903NONEPCGENERAL$2,000
COSILOVEYOU
310 S 14TH STCOLORADO SPRINGSCO80904NONEPCGENERAL OPERATING$2,000
MINDFULNESS AND POSITIVITY PROJECT
117 S WAHSATCH AVECOLORADO SPRINGSCO80903NONEPCGENERAL$1,500
LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS
1035 OSAGE ST 700DENVERCO80204NONEPCGENERAL$6,000
DEPRESSION AND BIPOLAR SUPPORT ALLIANCE
1586 S 21ST STCOLORADO SPRINGSCO80904NONEPCGENERAL OPERATING$2,000
PEAK EDUCATION
1645 S MURRAY BLVDCOLORADO SPGSCO80916NONEPCGENERAL$2,000
FLYING PIG FARM LLC
224 PLAINVIEW PLACEMANITOU SPRINGSCO80829NONEPCGENERAL$2,000
CATAMOUNT INSTITUTE
740 W CARAMILLO STCOLORADO SPRINGSCO80907NONEPCGENERAL OPERATING$2,000
STEP SPRINGS
4525 NORTHPARK DRCOLORADO SPRINGSCO80918NONEPCGENERAL$1,650
PIKES PEAK JUSTICE PRO BONO CENTER INC
2550 TENDERFOOT HILL STREECOLORADO SPRINGSCO80906NONEPCGENERAL$3,000
DREAM CENTERS OF COLORADO SPRINGS
4360 MONTEBELLO DR SUITE 900COLORADO SPRINGSCO80918NONEPCGENERAL$5,000
CHILDREN'S ADVOCACY CENTER FOR PIKES PEA
423 S CASCADE AVECOLORADO SPRINGSCO80903NONEPCGENERAL$6,000
INTERFAITH HOSPITALITY NETWORK
1449 DEKALB STREETNorristownPA19401NONEPCGENERAL$5,000
FOSTERING HOPE FOUNDATION
3055 SUNNYBROOK LNCOLORADO SPRINGSCO41118NONEPCGENERAL$7,000
SPECIAL KIDS - SPECIAL
FAMILIES INC424 WEST PIKES PEAK AVENUECOLORODO SPRINGSCO80905NONEPCGENERAL$5,000
AUDIO INFORMATION NETWORK OF COLORADO
1700 55TH STREET SUITE ABOULDERCO80301NONEPCGENERAL$5,000
THE PLACE
423 EAST CUCHARRAS STREETCOLORADO SPRINGSCO80903NONEPCGENERAL$8,000
SLEEP IN HEAVENLY PEACE INC
456 MADRIN STREET SUITE 200TWIN FALLSID83301NONEPCGENERAL$2,000
COMMUNITY PARTNERSHIP FOR CHILD
DEVELOPMENT2330 ROBINSON STREETCOLORADO SPRINGSCO80904NONEPCGENERAL$4,000
TRI LAKES CARES
235 JEFFERSON ST BColaradoCO80132NONEPCGENERAL$2,000
WESTSIDE CARES
2808 W COLARDO AVENUECOLORADO SPRINGSCO80904NONEPCGENERAL$4,500
CASA OF THE PIKES PEAK
REGION INC701 S CASCADE AVENUECOLORODO SPRINGSCO80903NONEPCGENERAL$5,000
TESSA
435 GOLD PASS HEIGHTSCOLORODO SPRINGSCO80901NONEPCGENERAL$3,500
CHEYENNE VILLAGE
6275 LEHMAN DRIVECOLORODO SPRINGSCO80918NONEPCGENERAL$4,500
GIRLS ON THE RUN OF THE ROCKIES
7000 E BELLEVIEW AVE 130GREENWOOD VILLAGECO80111NONEPCGENERAL$1,500
KIDPOWER OF COLORADO
10 BOULDER CRESCENT STE 100COLORADO SPRINGSCO80903NONEPCGENERAL$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$126,150TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$96,026ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$144,124ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$240,150ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$240,150TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
54401E143 LORD ABBETT SHRT DUR$67,665$64,608
83002G702 SIX CIRCLES GLOBAL B$149,237$135,269
83002G884 SIX CIRCLES CREDIT O$66,187$67,812
92206C771 VANGUARD MORTGAGE-BA$34,517$35,216
921937835 VANGUARD TOTAL BOND$32,020$32,665
92203J407 VANGUARD TOTAL INTL$137,034$135,006
92206C870 VANGUARD INT-TERM CO$32,213$34,170
46429B267 ISHARES US TREASURY$35,107$35,021

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
464287465 ISHARES MSCI EAFE ET$67,815$104,097
78462F103 SPDR S&P 500 ETF TRU$441,980$1,462,718
83002G306 SIX CIRCLES US UNCON$323,689$496,381
83002G405 SIX CIRCLES INTL UNC$226,929$310,343
46641Q191 JPMORGAN BETABUILDER$65,982$69,049
46641Q217 JPMORGAN BETABUILDER$76,746$98,733
46641Q225 JPMORGAN BETABUILDER$35,475$68,913
46641Q233 JPMORGAN BETABUILDER$48,348$51,571
315911727 FIDELITY INTL INDX-I

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
09257V508 BLACKSTONE ALT MULTIAT COST$44,509$45,402
64128R608 NEUBERGER BERM LNG SAT COST$30,132$34,457
72201U638 PIMCO MRTG OPP & BNDAT COST$16,959$17,112
83002G876 SIX CIRCLES MULTI-STAT COST$101,092$100,633

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
2025 TRANSACTIONS POSTED IN 2026$4,633
ROUNDING$4

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc2024 TRANSACTIONS POSTED IN 2025Desc
Amt$4,957Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL ESTIMATES - INCOME$149$0$0
FOREIGN TAXES ON QUALIFIED FOR$1,144$1,144$0
FOREIGN TAXES ON NONQUALIFIED$261$261$0

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