HARDING EDUCATIONAL AND CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HARDING EDUCATIONAL AND CHARITABLE FOUNDATION (EIN 13-6083440)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202621269349102027
- 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 | 136083440 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDING EDUCATIONAL AND CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARD | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,857,944 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $216,455 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,455 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $395,237 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $645,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $395,237 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $611,692 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $611,692 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $114,364 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $76,345 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $38,019 | 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 | $8,801 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,548 | 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 | $123,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,893 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,269 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $398,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $398,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $521,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,893 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $436,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $90,277 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $532,799 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,178 | CashBOYAmt |
| Cash EOY | $67,190 | CashEOYAmt |
| Cash EOYFMV | $67,190 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $89,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,930 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,930 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,227,759 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,250,283 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,736,893 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,816,060 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,898,301 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,846,355 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $125,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $125,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $149,576 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,303,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,398,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,857,944 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,303,287 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,398,704 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,303,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,398,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,303,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,398,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,303,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $90,277 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,546 | OtherIncreasesAmt |
| Subtotal | $4,401,110 | SubtotalAmt |
| Other Decreases | $2,406 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,398,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1106. NVIDIA CORP | 2018-07-18 | 2025-01-31 | $136,472 | $6,959 | $129,513 | $129,513 | |
| 13348.095 JPM TOTAL RETURN FD - R6 FUND 3494 | 2025-06-05 | $116,128 | $130,979 | -$14,851 | -$14,851 | ||
| 604. JPMORGAN BETABUILDERS CANADA | 2018-09-19 | 2025-06-18 | $48,130 | $29,888 | $18,242 | $18,242 | |
| 627. VANGUARD EUROPEAN ETF | 2025-06-18 | $47,862 | $40,866 | $6,996 | $6,996 | ||
| . SOLSTICE ADVANCED MATERIALS INC | 2025-11-21 | $23 | $23 | $23 | |||
| 3122.72 EDGEWOOD GROWTH FUND | 2011-12-06 | 2025-11-25 | $147,049 | $36,817 | $110,232 | $110,232 | |
| 875. NVIDIA CORP | 2025-11-25 | $149,875 | $5,213 | $144,662 | $144,662 | ||
| CAPITAL GAIN DIVIDENDS | $420 | P | |||||
| CAPITAL GAIN DIVIDENDS | $420 | P | |||||
| CAPITAL GAIN DIVIDENDS | $420 | P | |||||
| CAPITAL GAIN DIVIDENDS | $420 | P | |||||
| CAPITAL GAIN DIVIDENDS | $420 | P | |||||
| CAPITAL GAIN DIVIDENDS | $420 | P | |||||
| CAPITAL GAIN DIVIDENDS | $420 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $395,237 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,406 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,406 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,084 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,084 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,322 | 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 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK N A | ||||||
| 10 S DEARBORN ST MC IL 1-0111 | CHICAGO | IL | 60603 | TRUSTEE | 2 | $89,449 |
| TIMOTHY L THOMPSON | ||||||
| 88 PINE STREET 21 | NEW YORK | NY | 10005 | CO-TRUSTEE | 1 | $8,305 |
| MRS FAITH HARDING MORI | ||||||
| 51 COLCHESTER RD | WESTON | MA | 024931601 | CO-TRUSTEE | 1 | $0 |
| SCOTT HARDING | ||||||
| 168 PAINTER CREEK ROAD | TRAVELERS REST | SC | 29690 | CO-TRUSTEE | 1 | $8,305 |
| THOMAS H MORI | ||||||
| 944 DORCHESTER AVENUE | BOSTON | MA | 02125 | CO-TRUSTEE | 1 | $8,305 |
| 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 | $9,967,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $176,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,144,055 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,144,055 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,991,894 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $499,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $499,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,406 | TotalTaxAmt |
| Distributable Before Adj | $492,189 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $497,189 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $497,189 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $436,269 | 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 | $436,269 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $497,189 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $392,744 | 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 | $436,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $392,744 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,525 | 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 | $453,664 | 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 |
| Form And Info And Materials | www.jpmorgan.com/onlinegrants NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO ORGANIZATIONS QUALIFIED UNDER IRC SECTION 501 C 3- NO GRANTS ARE MADE TO INDIVIDUALS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 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 |
|---|---|---|---|---|---|---|---|---|
| KNOWLES TEACHER INITIATIVE | ||||||||
| P O BOX 826 | MOORESTOWN | NJ | 08057 | NONE | PC | GENERAL OPERATING | $15,000 | |
| COMMUNITY BOATING OF BOSTON | ||||||||
| 21 DAVID G MUGAR WAY | BOSTON | MA | 02114 | NONE | PC | GENERAL | $10,000 | |
| MARINE BIOLOGY LABORATORIES | ||||||||
| 7 M B L ST | WOODS HOLE | MA | 02543 | NONE | PC | GENERAL | $20,000 | |
| THE TRUSTEES OF RESERVATIONS | ||||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | NONE | PC | GENERAL | $15,000 | |
| DANA FARBER CANCER INSTITUTE INC | ||||||||
| 450 BROOKLINE AVE BP372 | BOSTON | MA | 02215 | NONE | PC | GENERAL | $20,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | GENERAL | $15,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | GENERAL | $10,000 | |
| GREATER BOSTON FOOD BANK | ||||||||
| 70 S BAY AVE | BOSTON | ME | 02118 | NONE | PC | GENERAL | $25,000 | |
| CHILDRENS HOSPITAL BOSTON | ||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PC | GENERAL | $20,000 | |
| BOSTON HARBOR NOW | ||||||||
| 15 STATE ST 1100 | BOSTON | MA | 02109 | NONE | PC | GENERAL | $25,000 | |
| CITY SPOUTS | ||||||||
| 678 MASSACHUSETTS AVE UNIT 904 | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL | $10,000 | |
| COMMUNITY CHEST OF PORT WASHINGTON | ||||||||
| 382 MAIN ST | NEW YORK | NY | 11050 | NONE | PC | GENERAL | $10,000 | |
| THE BROOKLYN HOSPITAL | ||||||||
| 121 DEKALB AVE | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $2,000 | |
| PLYMOUTH CHURCH OF THE PILGRIMS | ||||||||
| 75 HICKS STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $2,000 | |
| UNITED METHODIST CHURCH | ||||||||
| 35 MIDDLE NECK ROAD | PORT WASHINGTON | NY | 11050 | NONE | PC | GENERAL | $5,000 | |
| LANDMARK ON MAIN STREET INC | ||||||||
| 232 MAIN STREET | PORT WASHINGTON | NY | 11050 | NONE | PC | GENERAL | $15,000 | |
| PORT WASHINGTON CHILDRENS CENTER | ||||||||
| 232 MAIN ST STE 2 | PORT WASHINGTON | NY | 11050 | NONE | PC | GENERAL | $10,000 | |
| PORT WASHINGTON YOUTH COUNCIL | ||||||||
| 8 CROSS STREET | PORT WASHINGTON | NY | 11050 | NONE | PC | GENERAL | $5,000 | |
| REGINA OPERA | ||||||||
| 599 E 7TH ST APT | BROOKLYN | NY | 11218 | NONE | PC | GENERAL | $1,000 | c/o F Garber-Cohen |
| GREEN-WOOD HISTORIC FUND | ||||||||
| 500 25TH STREET | BROOKLYN | NY | 11232 | NONE | PC | GENERAL | $1,000 | |
| ART GUILD | ||||||||
| 200 PORT WASHINGTON BLVD | MANHASSET | NY | 11030 | NONE | PC | GENERAL | $2,500 | |
| GRASSROOTS ENVIRONMENTAL EDUCATION | ||||||||
| 52 MAIN STREET | PORT WASHINGTON | NY | 11050 | NONE | PC | GENERAL | $2,500 | |
| YOUTH SERVICES OPPORTUNITY FUND | ||||||||
| 15 RUTHERFORD PLACE | NEW YORK | NY | 10003 | NONE | PC | GENERAL | $10,000 | |
| SILVER BAY ASSOC FOR CHRISTIAN CONF | ||||||||
| 87 SILVERBAY ROAD | SILVER BAY | NY | 12874 | NONE | PC | GENERAL | $1,127 | |
| SCIENCE CLUB FOR GIRLS | ||||||||
| 136 MAGAZINE ST | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL OPERATING | $20,000 | |
| MONMOUTH COUNTY SPCA (MCSPCA) | ||||||||
| 260 WALL STREET | EATONTOWN | NJ | 07724 | NONE | PC | GENERAL OPERATING | $15,000 | |
| ADIRONDACK COUNCIL | ||||||||
| 103 HAND AVE | NEW YORK | NY | 12932 | NONE | PC | GENERAL | $12,000 | |
| LAKE GEORGE LAND CONSERVANCY | ||||||||
| 4905 LAKE SHORE DR PO BOX 1250 | BOLTON LANDING | NY | 12814 | NONE | PC | GENERAL | $2,000 | |
| FORT LIGONIER | ||||||||
| 200 S MARKET ST | LIGONIER | PA | 15658 | NONE | PC | GENERAL | $1,000 | |
| CLIFFS RESIDENTS OUTREACH INC | ||||||||
| 635 GARDEN MARKET | TRAVELERS REST | SC | 29690 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NORTHSHORE UNIVERSITY HOSPITAL | ||||||||
| 300 COMMUNITY DRIVE | MANHASSET | NY | 11030 | NONE | PC | GENERAL | $2,076 | |
| BROOKLYN BOATWORKS INC | ||||||||
| 20 JAY ST STE 824 B | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $1,000 | |
| UPSTATE WARRIOR SOLUTION | ||||||||
| 3 CALEDON ST STE A-2 | GREENVILLE | SC | 29615 | NONE | PC | GENERAL | $5,000 | |
| FOUNDATION FORWARD | ||||||||
| 227 MAIN ST W | VALDESE | NC | 28690 | NONE | PC | GENERAL | $5,000 | |
| WILDERNESS SOCIETY | ||||||||
| 1615 M ST NW 2TH FL | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $10,000 | |
| ANDREW MCMORRIS FOUNDATION | ||||||||
| 62 RANDALL RD | WADING RIVER | NY | 11792 | NONE | PC | GENERAL | $5,000 | |
| FLAT ROCK PLAYHOUSE | ||||||||
| PO BOX 310 | FLAT ROCK | NC | 28731 | NONE | PC | GENERAL | $10,000 | |
| HAPPY HOOVES THERAPEUTIC EQUESTION CENTE | ||||||||
| 4700 DACUSVILLE HIGHWAY | MARIETTA | SC | 29661 | NONE | PC | GENERAL | $5,000 | |
| GREENVILLE HUMANE SOCIETY | ||||||||
| 305 AIRPORT RD GREENVILLE HUMANE S | GREENVILLE | SC | 29607 | NONE | PC | GENERAL | $5,000 | |
| A PLACE FOR ACE | ||||||||
| 204 HIGHLAND AVE | MALDEN | MA | 02148 | NONE | PC | GENERAL | $10,797 | |
| BOYS AND GIRLS CLUB OF BOSTON | ||||||||
| 200 HIGH STREET SUITE 3B | BOSTON | MA | 02110 | NONE | PC | GENERAL | $25,000 | |
| FORT TICONDEROGA ASSOCIATION INC | ||||||||
| PO BOX 390 | TICONDEROGA | NY | 12883 | NONE | PC | GENERAL | $2,000 | |
| BOY SCOUTS OF AMERICA - THEODORE | ||||||||
| 1325 W WALNUT HILL LN | IRVING | TX | 75015 | NONE | PC | GENERAL | $5,000 | ROOSEVELT COUNCIL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $398,000 | 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 | $216,455 | 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 | $395,237 | 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 | $611,692 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $611,692 | 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 (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 256210105 DODGE & COX INCOME-I | $223,245 | $212,156 |
| 46637K158 JPM TOTAL RETURN FD | ||
| 92203J308 VANGUARD TTL INTL BN | $533,129 | $485,877 |
| 921937835 VANGUARD TOTAL BOND | $473,556 | $476,937 |
| 54401E143 LORD ABBETT SHRT DUR | $75,000 | $72,401 |
| 09260B614 BLACKROCK HIGH YIELD | $234,890 | $241,016 |
| 46435U853 ISHARES BROAD USD HI | $92,571 | $94,048 |
| 921946885 VANGUARD EMERG MKTS | $82,759 | $89,210 |
| 92206C847 VANGUARD LONG-TERM T | $183,151 | $174,710 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 110122108 BRISTOL-MYERS SQUIBB | $47,296 | $75,516 |
| 254687106 WALT DISNEY CO/THE | $36,852 | $136,524 |
| 437076102 HOME DEPOT INC | $38,505 | $158,286 |
| 438516106 HONEYWELL INTERNATIO | $56,351 | $146,318 |
| 459200101 INTERNATIONAL BUSINE | $1,779 | $133,295 |
| 464287465 ISHARES MSCI EAFE ET | $141,135 | $231,720 |
| 478160104 JOHNSON & JOHNSON | $91,045 | $186,255 |
| 594918104 MICROSOFT CORP | $29,547 | $505,383 |
| 609207105 MONDELEZ INTERNATION | $56,138 | $96,894 |
| 701094104 PARKER HANNIFIN CORP | $11,196 | $175,792 |
| 713448108 PEPSICO INC | $47,178 | $81,806 |
| 742718109 PROCTER & GAMBLE CO/ | $33,249 | $131,845 |
| 931142103 WALMART INC | $42,843 | $294,122 |
| 988498101 YUM] BRANDS INC | $10,059 | $60,512 |
| 00287Y109 ABBVIE INC | $19,331 | $159,943 |
| 0075W0759 EDGEWOOD GROWTH FUND | ||
| 02079K107 ALPHABET INC-CL C | $20,940 | $470,700 |
| 20825C104 CONOCOPHILLIPS | $20,310 | $38,380 |
| 22160K105 COSTCO WHOLESALE COR | $32,138 | $202,650 |
| 58933Y105 MERCK & CO. INC. | $80,827 | $165,048 |
| 65339F101 NEXTERA ENERGY INC | $41,523 | $160,560 |
| G5960L103 MEDTRONIC PLC | $47,507 | $57,636 |
| H1467J104 CHUBB LTD | $38,410 | $124,848 |
| 037833100 APPLE INC | $8,717 | $320,795 |
| 060505104 BANK OF AMERICA CORP | $51,892 | $78,650 |
| 064058100 BANK OF NEW YORK MEL | $23,724 | $104,481 |
| 666807102 NORTHROP GRUMMAN COR | $67,636 | $128,297 |
| 89417E109 TRAVELERS COS INC/TH | $31,207 | $174,036 |
| 053015103 AUTOMATIC DATA PROCE | $75,487 | $131,187 |
| 11135F101 BROADCOM INC | $56,274 | $830,640 |
| 67066G104 NVIDIA CORP | $19,758 | $908,069 |
| 78462F103 SPDR S&P 500 ETF TRU | $112,576 | $227,761 |
| 907818108 UNION PACIFIC CORP | $49,924 | $69,396 |
| 922908751 VANGUARD SMALL-CAP E | $150,715 | $236,798 |
| 75513E101 RTX CORP | $18,499 | $198,072 |
| G29183103 EATON CORP PLC | $103,232 | $277,104 |
| 025816109 AMERICAN EXPRESS CO | $102,150 | $258,965 |
| 46641Q225 JPMORGAN BETABUILDER | $99,500 | $196,881 |
| 922042874 VANGUARD FTSE EUROPE | $86,538 | $119,980 |
| 007903107 ADVANCED MICRO DEVIC | $26,572 | $429,391 |
| 46641Q217 JPMORGAN BETABUILDER | $75,982 | $97,745 |
| 57636Q104 MASTERCARD INC - A | $48,883 | $49,667 |
| 617446448 MORGAN STANLEY | $47,769 | $60,893 |
| 79466L302 SALESFORCE INC | $45,611 | $34,968 |
| 83443Q103 SOLSTICE ADVANCED MA | $3,478 | $9,084 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 09257V508 BLACKSTONE ALT MULTI | AT COST | $60,000 | $61,640 |
| 64128R608 NEUBERGER BERM LNG S | AT COST | $65,000 | $87,936 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $2,405 |
| MUTUAL FUND ADJUSTMENT | $1 |
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 (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $2,540 |
| RECOVERY OF PRIOR YEAR GRANTS | $5,000 |
| COST BASIS ADJUSTMENT | $5 |
| ROUNDING | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,328 | $1,328 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,169 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $4,084 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $986 | $986 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $234 | $234 | $0 |
Comments