CLARK CHARITABLE FOUNDATION P60292003: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CLARK CHARITABLE FOUNDATION P60292003 (EIN 13-6049032)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202621269349104252
- 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 | 2026-05-06T17:01:44-04:00 | 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 | 136049032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK CHARITABLE FOUNDATION XXXXX2003 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | 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 | 2026-04-16 | 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 | 2026-04-16 | 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 | $8,104,253 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $221,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $220,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $239,254 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,497,748 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,254 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $460,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $460,250 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,119 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,814 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $41,305 | 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 | $6,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,281 | 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 | $96,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $406,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $351,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $408,155 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,455 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $183,393 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $209,449 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $209,449 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,944,626 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,901,893 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,195,724 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,340,712 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,275,083 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,243,198 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $302,614 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $443,860 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $455,882 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,776,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,830,285 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,104,253 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,776,800 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,830,285 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,776,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,830,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,776,800 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,830,285 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,776,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,578 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,827 | OtherIncreasesAmt |
| Subtotal | $4,838,205 | SubtotalAmt |
| Other Decreases | $7,920 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,830,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 564. JPMORGAN BETABUILDERS JAPAN ETF | 2021-01-28 | 2025-01-02 | $30,904 | $32,016 | -$1,112 | -$1,112 | |
| 1003. JPMORGAN BETABUILDERS DEVELO | 2025-01-02 | $48,780 | $57,755 | -$8,975 | -$8,975 | ||
| 2567.75 SIX CIRCLES CREDIT OPPORT | 2024-07-17 | 2025-01-02 | $22,827 | $22,827 | |||
| 350.751 SIX CIRCLES CREDIT OPPORT | 2022-06-06 | 2025-01-02 | $3,118 | $3,244 | -$126 | -$126 | |
| 67. VANGUARD TOTAL INTL BOND ETF | 2025-01-02 | $3,288 | $3,271 | $17 | $17 | ||
| 775. VANGUARD TOTAL INTL BOND ETF | 2025-01-02 | $38,032 | $39,398 | -$1,366 | -$1,366 | ||
| 91. VANGUARD MORTGAGE-BACKED SEC | 2024-12-06 | 2025-01-02 | $4,119 | $4,225 | -$106 | -$106 | |
| 147. VANGUARD INT-TERM CORPORATE | 2024-12-06 | 2025-01-02 | $11,800 | $12,093 | -$293 | -$293 | |
| . ALEXION PHARMACEUTICALS INC | 2025-01-03 | $17 | $17 | $17 | |||
| 1973. ISHARES MISCI EAFE INDEX FUND | 2025-01-16 | $150,842 | $115,232 | $35,610 | $35,610 | ||
| 550. ISHARES 3-7 YEAR TREASURY BO | 2023-11-14 | 2025-01-16 | $63,575 | $62,832 | $743 | $743 | |
| 898.16 SIX CIRCLES US UNCONSTR EQ | 2024-02-22 | 2025-01-16 | $15,915 | $14,371 | $1,544 | $1,544 | |
| 362. VANGUARD TOTAL INTL BOND ETF | 2024-05-08 | 2025-01-16 | $17,656 | $17,672 | -$16 | -$16 | |
| . VALEANT PHARMACEUTICALS INTE | 2025-02-10 | $17 | $17 | $17 | |||
| 258.956 FIDELITY 500 INDEX FUND | 2024-12-06 | 2025-06-05 | $53,518 | $54,899 | -$1,381 | -$1,381 | |
| 5427.897 SIX CIRCLES INTL UNCON EQ | 2025-01-16 | 2025-06-05 | $70,020 | $59,110 | $10,910 | $10,910 | |
| 2797.302 SIX CIRCLES INTL UNCON EQ | 2023-04-24 | 2025-06-05 | $36,085 | $29,875 | $6,210 | $6,210 | |
| 583.105 FIDELITY 500 INDEX FUND | 2025-06-12 | $122,691 | $120,245 | $2,446 | $2,446 | ||
| 46.969 FIDELITY 500 INDEX FUND | 2022-01-27 | 2025-06-12 | $9,883 | $7,054 | $2,829 | $2,829 | |
| 432. ISHARES MISCI EAFE INDEX FUND | 2025-06-12 | $39,046 | $24,837 | $14,209 | $14,209 | ||
| 86. JPMORGAN BETABUILDERS JAPAN ETF | 2025-06-12 | $5,219 | $4,799 | $420 | $420 | ||
| 334. JPMORGAN BETABUILDERS JAPAN ETF | 2021-05-14 | 2025-06-12 | $20,269 | $18,590 | $1,679 | $1,679 | |
| 233. JPMORGAN BETABUILDERS CANADA | 2025-01-16 | 2025-06-12 | $18,713 | $16,502 | $2,211 | $2,211 | |
| 46. JPMORGAN BETABUILDERS DEVELO | 2021-01-28 | 2025-06-12 | $2,510 | $2,575 | -$65 | -$65 | |
| 176. JPMORGAN BETABUILDERS DEVELO | 2021-01-28 | 2025-06-12 | $9,603 | $9,852 | -$249 | -$249 | |
| 644.286 SIX CIRCLES US UNCONSTR EQ | 2025-06-12 | $11,623 | $9,730 | $1,893 | $1,893 | ||
| 1920.45 SIX CIRCLES INTL UNCON EQ | 2023-04-24 | 2025-06-12 | $25,100 | $20,510 | $4,590 | $4,590 | |
| 166. VANGUARD TOTAL INTL BOND ETF | 2025-06-05 | 2025-06-12 | $8,213 | $8,165 | $48 | $48 | |
| 197. VANGUARD MORTGAGE-BACKED SEC | 2024-12-06 | 2025-06-12 | $9,035 | $9,147 | -$112 | -$112 | |
| 3674.89 PIMCO MTGE OPPORTUNITIES IS | 2023-08-08 | 2025-09-10 | $34,728 | $34,500 | $228 | $228 | |
| 136. VANGUARD INT-TERM CORPORATE | 2024-12-06 | 2025-09-10 | $11,457 | $11,188 | $269 | $269 | |
| 777. VANGUARD INT-TERM CORPORATE | 2023-12-14 | 2025-09-10 | $65,454 | $62,910 | $2,544 | $2,544 | |
| 790.737 FIDELITY 500 INDEX FUND | 2025-10-09 | $185,009 | $96,672 | $88,337 | $88,337 | ||
| 15088.862 SIX CIRCLES CREDIT OPPORT | 2025-10-09 | $136,554 | $133,849 | $2,705 | $2,705 | ||
| 2599. VANGUARD MORTGAGE-BACKED SEC | 2024-12-06 | 2025-10-09 | $121,857 | $120,673 | $1,184 | $1,184 | |
| 385. VANGUARD MORTGAGE-BACKED SEC | 2024-12-06 | 2025-10-09 | $18,035 | $17,876 | $159 | $159 | |
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $72,236 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,254 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,673 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,673 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,932 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,932 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,741 | 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
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 IL1-0111 | 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 | $90,119 | 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 | $7,498,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,317 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,598,104 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,598,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,484,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $374,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $374,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,673 | TotalTaxAmt |
| Distributable Before Adj | $368,534 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $368,534 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $368,534 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $351,555 | 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 | $351,555 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $368,534 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $308,857 | 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 | $351,555 | QualifyingDistributionsAmt |
| Applied To Year1 | $308,857 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,698 | 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 | $325,836 | 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) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JPMORGAN CHASE BANK NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN | 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 the nature of the project includes the org IRC 501c 3 status letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | October 31 religious and charitable purposes | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT FOR DETAILS N/A N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VERTEX PARTNERSHIP ACADEMIES INC | |||||||
| 1143 TAYLOR AVENUE | Bronx | NY | 10472 | NONE | PC | GENERAL | $85,000 |
| NEW YORK LANDMARKS CONSERVANCY INC | |||||||
| 1 WHITEHALL ST FL 21 | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $100,000 |
| PRESCOTT AREA SHELTER SERVICES INC | |||||||
| 336 N RUSH ST | PRESCOTT | AZ | 86301 | NONE | PC | GENERAL | $25,000 |
| BRONXWORKS INC | |||||||
| 60 E TREMONT AVE | NEW YORK | NY | 10453 | NONE | PC | GENERAL | $50,000 |
| MAMA FOUNDATION FOR THE ARTS INC | |||||||
| 149 W 126TH ST | NEW YORK | NY | 10027 | NONE | PC | GENERAL | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,000 | 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 | $221,012 | 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 | $239,254 | 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 | $460,266 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $460,266 | 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 (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 54401E218 LORD ABBETT HIGH YIE | ||
| 83002G702 SIX CIRCLES GLOBAL B | $355,618 | $313,534 |
| 83002G884 SIX CIRCLES CREDIT O | $151,596 | $158,522 |
| 92203J407 VANGUARD TOTAL INTL | $313,512 | $310,601 |
| 464288661 ISHARES 3-7 YEAR TRE | ||
| 92206C870 VANGUARD INT-TERM CO | $74,528 | $77,218 |
| 54401E143 LORD ABBETT SHRT DUR | $146,369 | $147,309 |
| 92206C771 VANGUARD MORTGAGE-BA | $78,478 | $79,706 |
| 46429B267 ISHARES US TREASURY | $79,469 | $79,275 |
| 921937835 VANGUARD TOTAL BOND | $75,513 | $77,033 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287465 ISHARES MSCI EAFE ET | $130,656 | $235,274 |
| 78462F103 SPDR S&P 500 ETF TRU | $582,138 | $2,397,631 |
| 315911750 FIDELITY 500 INDEX F | $376,507 | $944,413 |
| 83002G306 SIX CIRCLES US UNCON | $742,950 | $1,205,386 |
| 83002G405 SIX CIRCLES INTL UNC | $516,680 | $723,502 |
| 46641Q191 JPMORGAN BETABUILDER | $157,664 | $164,998 |
| 46641Q217 JPMORGAN BETABUILDER | $192,082 | $240,308 |
| 46641Q225 JPMORGAN BETABUILDER | $99,629 | $170,655 |
| 46641Q233 JPMORGAN BETABUILDER | $103,587 | $113,557 |
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 | $109,503 | $111,882 |
| 64128R608 NEUBERGER BERM LNG S | AT COST | $67,365 | $77,879 |
| 72201U638 PIMCO MRTG OPP & BND | AT COST | $38,512 | $38,676 |
| 83002G876 SIX CIRCLES MULTI-ST | AT COST | $228,480 | $227,445 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $7,917 |
| ADJUSTMENT TO INCOME | $1 |
| COST BASIS ADJUSTMENT | $2 |
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 |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $7,819 |
| ROUNDING | $8 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $3,038 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,661 | $2,661 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $620 | $620 | $0 |
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