REGINA BAUER FRANKENBURG FOUNDATION FOR ANIMAL WELFARE 7413318: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- REGINA BAUER FRANKENBURG FOUNDATION FOR ANIMAL WELFARE 7413318 (EIN 13-3741659)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202631269349102143
- 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 | 2026-05-06T17:01:45-04:00 | 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 | 133741659 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGINA BAUER FRANKENBERG FOUNDATION XXXXX3008 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REGI | 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 | 2026-03-27 | 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 | 2026-03-27 | 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 | $33,632,098 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $911,983 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $911,918 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,136,911 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,339,226 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,136,911 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,048,894 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,048,829 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $241,644 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $120,822 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,822 | 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 | $26,210 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,500 | 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 | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $268,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134,322 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $121,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $975,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $975,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,243,604 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134,322 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,096,572 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $805,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,914,507 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,314 | CashBOYAmt |
| Cash EOY | $555,409 | CashEOYAmt |
| Cash EOYFMV | $555,409 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $843,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $414,202 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $414,202 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $10,536,077 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,797,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,684,193 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,154,121 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,216,996 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,100,024 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,435,089 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,827,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,878,270 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,003,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,811,589 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,632,098 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $18,003,590 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,811,589 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,003,590 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,811,589 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,003,590 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,811,589 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,003,590 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $805,290 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47,238 | OtherIncreasesAmt |
| Subtotal | $18,856,118 | SubtotalAmt |
| Other Decreases | $44,529 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,811,589 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| . ALEXION PHARMACEUTICALS INC | 2025-01-03 | $36 | $36 | $36 | |||
| . VALEANT PHARMACEUTICALS INTE | 2025-02-10 | $34 | $34 | $34 | |||
| 1197.582 FIDELITY 500 INDEX FUND | 2025-06-06 | $250,079 | $889 | $889 | $249,190 | ||
| 1905. ISHARES MISCI EAFE INDEX FUND | 2025-06-06 | $170,945 | $59,965 | $59,965 | $110,980 | ||
| 18873.332 SIX CIRCLES INTL UNCON EQ | 2025-06-06 | $244,410 | $32,200 | $32,200 | $212,210 | ||
| 14410.7 SIX CIRCLES INTL UNCON EQ | 2025-06-06 | $186,619 | $25,219 | $25,219 | $161,400 | 2021-10-21 | |
| 4407.381 PIMCO MTGE OPPORTUNITIES IS | 2025-09-10 | $41,650 | -$167 | -$167 | $41,817 | 2024-10-01 | |
| 10250.839 PIMCO MTGE OPPORTUNITIES IS | 2025-09-10 | $96,870 | $1,148 | $1,148 | $95,722 | 2023-08-03 | |
| 3145. VANGUARD INT-TERM CORPORATE | 2025-09-10 | $264,932 | $17,416 | $17,416 | $247,516 | 2023-12-04 | |
| 973.426 FIDELITY 500 INDEX FUND | 2025-10-09 | $227,752 | $26,574 | $26,574 | $201,178 | 2025-01-15 | |
| 244.521 FIDELITY 500 INDEX FUND | 2025-10-09 | $57,211 | $13,141 | $13,141 | $44,070 | 2024-08-05 | |
| 1. SPDR TR UNIT SER 1 | 2025-10-09 | $671 | $477 | $477 | $194 | 2014-10-09 | |
| 817. SPDR TR UNIT SER 1 | 2025-10-09 | $548,334 | $390,165 | $390,165 | $158,169 | 2014-10-09 | |
| 57364.493 SIX CIRCLES CREDIT OPPORT | 2025-10-09 | $519,149 | $11,271 | $11,271 | $507,878 | ||
| 11157. VANGUARD MORTGAGE-BACKED SEC | 2025-10-09 | $523,109 | $8,267 | $8,267 | $514,842 | ||
| 1653. VANGUARD MORTGAGE-BACKED SEC | 2025-10-09 | $77,435 | $1,157 | $1,157 | $76,278 | 2024-11-25 | |
| 776.23 FIDELITY INTL INDX | 2025-10-17 | $47,008 | $5,876 | $5,876 | $41,132 | 2024-10-01 | |
| 362. JPMORGAN BETABUILDERS EUROPE ETF | 2025-10-17 | $25,584 | $223 | $223 | $25,361 | 2025-10-09 | |
| 1115. JPMORGAN BETABUILDERS JAPAN ETF | 2025-10-17 | $75,446 | $18,545 | $18,545 | $56,901 | ||
| 427. JPMORGAN BETABUILDERS CANADA | 2025-10-17 | $36,940 | $16,224 | $16,224 | $20,716 | 2019-04-03 | |
| 466. JPMORGAN BETABUILDERS CANADA | 2025-10-17 | $40,309 | $17,701 | $17,701 | $22,608 | 2019-04-03 | |
| 512. JPMORGAN BETABUILDERS CANADA | 2025-10-17 | $44,288 | $19,448 | $19,448 | $24,840 | 2019-04-03 | |
| 256. JPMORGAN BETABUILDERS DEVELO | 2025-10-17 | $14,363 | -$269 | -$269 | $14,632 | 2021-01-25 | |
| 378. SPDR TR UNIT SER 1 | 2025-10-17 | $251,138 | $177,958 | $177,958 | $73,180 | 2014-10-09 | |
| 6329.79 SIX CIRCLES US UNCONSTR EQ | 2025-10-17 | $126,786 | -$759 | -$759 | $127,545 | 2025-10-09 | |
| 1389.137 SIX CIRCLES INTL UNCON EQ | 2025-10-17 | $19,003 | $4,056 | $4,056 | $14,947 | 2025-01-15 | |
| 7286.941 SIX CIRCLES GLOBAL BOND | 2025-10-17 | $62,813 | -$9,575 | -$9,575 | $72,388 | 2020-08-17 | |
| 2729.753 SIX CIRCLES CREDIT OPPORT | 2025-10-17 | $24,732 | $792 | $792 | $23,940 | 2024-01-24 | |
| 948. VANGUARD TOTAL INTL BOND ETF | 2025-10-17 | $47,206 | $358 | $358 | $46,848 | 2025-10-09 | |
| 314. VANGUARD TOTAL INTL BOND ETF | 2025-10-17 | $15,636 | -$197 | -$197 | $15,833 | 2022-05-31 | |
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298,738 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,136,911 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,612 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,612 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,752 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,752 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $19,860 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN ST MC IL 1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $241,644 | 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 | $31,073,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $483,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,556,876 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,556,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $473,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,083,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,554,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,554,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,612 | TotalTaxAmt |
| Distributable Before Adj | $1,527,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,527,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,527,564 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,096,572 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,096,572 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,527,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $951,692 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,096,572 | QualifyingDistributionsAmt |
| Applied To Year1 | $951,692 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,880 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,382,684 | 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 | Carolyn R O'Brien | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | JPMorgan Chase Bank 270 Park Ave F | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2124642350 | RecipientPhoneNum |
| Form And Info And Materials | no mandatory format but must include a copy of IRS 501 (c )(3) letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | September 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | organizations must operate exclusively for the care of animals | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 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 |
|---|---|---|---|---|---|---|---|---|
| OIKONOS-ECOSYSTEM KNOWLEDGE | ||||||||
| P O BOX 1918 | KAILUA | HI | 96734 | NONE | PC | GENERAL OPERATING | $45,000 | |
| FAUNA AND FLORA INTERNATIONAL INC | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $40,000 | |
| URBAN RESOURCE INSTITUTE | ||||||||
| 75 BROAD STREET | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING | $40,000 | |
| WORLD WILDLIFE FUND INC | ||||||||
| 1250 24TH STREET NW | Washington | DC | 20037 | NONE | PC | GENERAL OPERATING | $50,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PC | GENERAL OPERATING | $75,000 | |
| FRIENDS OF ANIMALS INC | ||||||||
| 777 POST ROAD STE 205 | DARIEN | CT | 06820 | NONE | PC | GENERAL OPERATING | $75,000 | |
| AFRICAN PEOPLE AND WILDLIFE FUND | ||||||||
| PO BOX 624 | BERNARDSVILLE | NJ | 07924 | NONE | PC | GENERAL OPERATING | $40,000 | |
| OCEAN ALLIANCE INC | ||||||||
| 32 HORTON ST | GLOUCESTER | MA | 019304149 | NONE | PC | GENERAL OPERATING | $20,000 | |
| BROOKLYN BRIDGE ANIMAL WELFARE | ||||||||
| PO BOX 22948 | BROOKLYN | NY | 11202 | NONE | PC | GENERAL OPERATING | $60,000 | COALITION INC |
| PAN AFRICAN SANCTUARY ALLIANCE | ||||||||
| P O BOX 42602 | PORTLAND | OR | 97242 | NONE | PC | GENERAL OPERATING | $15,000 | |
| PETS ARE WONDERFUL SUPPORT (PAWS NY) | ||||||||
| 134 W 29TH ST SUITE 802 | NEW YORK | NY | 100010157 | NONE | PC | GENERAL OPERATING | $60,000 | |
| BIG LIFE FOUNDATION USA | ||||||||
| 1715 N HERON DR | RIDGEFIELD | WA | 986429684 | NONE | PC | GENERAL OPERATING | $40,000 | |
| ALLIANCE FOR CONTRACEPTION IN CATS AND DOGS | ||||||||
| 14245 NW BELLE CT | PORTLAND | OR | 97229 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HUMANE WORLD FOR ANIMALS INC | ||||||||
| 1255 23RD STREET NW STE 450 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING | $75,000 | (FORMERLY HUMANE SOCIETY OF THE US) |
| BAT CONSERVATION INTERNATIONAL INC | ||||||||
| 500 N CAPITAL OF TEXAS HWY BLDG 1-1 | AUSTIN | TX | 787463302 | NONE | PC | GENERAL OPERATING | $50,000 | |
| INTERNATIONAL SNOW LEOPARD FUND | ||||||||
| 4649 SUNNYSIDE AVE N 325 | SEATTLE | WA | 98103 | NONE | PC | GENERAL OPERATING | $30,000 | |
| POINT REYES BIRDOBSERVATORY DBA POINT BL | ||||||||
| 3820 CYPRESS DR STE 11 | PETALUMA | CA | 949546964 | NONE | PC | GENERAL OPERATING | $35,000 | |
| BLACKFOOT CHALLENGE | ||||||||
| 45 MAIN ST PO BOX 103 | OVANDO | MT | 59854 | NONE | PC | GENERAL OPERATING | $50,000 | |
| BIDEAWEE | ||||||||
| 410 EAST 38TH STREET | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING | $50,000 | |
| NORTH SHORE ANIMAL LEAGUE AMERICA INC | ||||||||
| 16 LEWYT STREET | PORT WASHINGTON | NY | 11050 | NONE | PC | GENERAL OPERATING | $50,000 | |
| WILD EARTH ALLIES | ||||||||
| 2 WISCONSIN CIRCLE SUITE 900 | CHEVY CHASE | MD | 20815 | NONE | PC | GENERAL OPERATING | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $975,000 | 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 | $911,983 | 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 | $1,136,911 | 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 | $2,048,894 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,048,894 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 54401E143 LORD ABBETT SHRT DUR | $641,137 | $606,356 |
| 83002G702 SIX CIRCLES GLOBAL B | $1,399,012 | $1,269,965 |
| 83002G884 SIX CIRCLES CREDIT O | $617,985 | $648,551 |
| 92206C771 VANGUARD MORTGAGE-BA | $331,646 | $338,364 |
| 921937835 VANGUARD TOTAL BOND | $306,172 | $313,983 |
| 92203J407 VANGUARD TOTAL INTL | $1,275,422 | $1,257,963 |
| 92206C870 VANGUARD INT-TERM CO | $308,171 | $328,216 |
| 46429B267 ISHARES US TREASURY | $337,451 | $336,626 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287465 ISHARES MSCI EAFE ET | $571,665 | $991,414 |
| 78462F103 SPDR S&P 500 ETF TRU | $3,202,380 | $13,935,717 |
| 315911750 FIDELITY 500 INDEX F | ||
| 83002G306 SIX CIRCLES US UNCON | $2,906,592 | $4,988,040 |
| 83002G405 SIX CIRCLES INTL UNC | $2,007,827 | $2,958,092 |
| 46641Q191 JPMORGAN BETABUILDER | $644,027 | $673,994 |
| 46641Q217 JPMORGAN BETABUILDER | $678,556 | $953,388 |
| 46641Q225 JPMORGAN BETABUILDER | $344,805 | $694,245 |
| 46641Q233 JPMORGAN BETABUILDER | $442,015 | $489,303 |
| 315911727 FIDELITY INTL INDX-I |
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 | $405,187 | $416,412 |
| 64128R608 NEUBERGER BERM LNG S | AT COST | $287,187 | $330,984 |
| 72201U638 PIMCO MRTG OPP & BND | AT COST | $162,788 | $164,357 |
| 83002G876 SIX CIRCLES MULTI-ST | AT COST | $971,953 | $966,517 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $44,496 |
| ADJUSTMENT TO INCOME | $3 |
| SALES BASIS ADJUSTMENT | $30 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ATTORNEY GENERAL FEE | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $47,215 |
| COST BASIS ADJUSTMENT | $23 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $5,958 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $6,752 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $10,921 | $10,921 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,579 | $2,579 | $0 |
Comments