EM FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EM FOUNDATION (EIN 20-2028307)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202631269349102138
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T17:01:40-04:00 | 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 | 202028307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EM FOUNDATION XXXXX5005 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMFO | 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 | 2026-03-31 | 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 | 2026-03-31 | 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 | $1,298,304 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $199,642 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,548 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,546 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $370,233 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,536 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $381,726 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,082 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,655 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,660 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,995 | 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 | $4,182 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $468 | 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 | $2,943 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,693 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $153,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,745 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $228,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,261 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,892 | CashBOYAmt |
| Cash EOY | $13,622 | CashEOYAmt |
| Cash EOYFMV | $13,622 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,127 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,710 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $399,606 | CorporateStockBOYAmt |
| Corporate Stock EOY | $408,806 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $984,693 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $184,163 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $202,524 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $203,085 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $52,994 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $72,991 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $73,194 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $667,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $721,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,298,304 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $667,782 | CapitalStockBOYAmt |
| Capital Stock EOY | $721,653 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $667,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $721,653 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $667,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $721,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $667,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $228,446 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,540 | OtherIncreasesAmt |
| Subtotal | $897,768 | SubtotalAmt |
| Other Decreases | $176,115 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $721,653 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 19.535 FIDELITY 500 INDEX FUND | 2024-12-13 | 2025-01-30 | $4,120 | $4,116 | $4 | $4 | |
| 47.909 FIDELITY 500 INDEX FUND | 2024-12-13 | 2025-06-05 | $9,901 | $10,094 | -$193 | -$193 | |
| 1067.981 SIX CIRCLES INTL UNCON EQ | 2024-12-13 | 2025-06-05 | $13,777 | $11,769 | $2,008 | $2,008 | |
| 20.049 FIDELITY INTL INDX | 2024-08-06 | 2025-06-16 | $1,132 | $966 | $166 | $166 | |
| 140.597 FIDELITY 500 INDEX FUND | 2025-06-16 | $29,532 | $29,620 | -$88 | -$88 | ||
| 62. ISHARES CORE MSCI EAFE ETF | 2020-06-11 | 2025-06-16 | $5,079 | $3,501 | $1,578 | $1,578 | |
| 38. JPMORGAN BETABUILDERS JAPAN ETF | 2024-12-13 | 2025-06-16 | $2,291 | $2,183 | $108 | $108 | |
| 14. JPMORGAN BETABUILDERS JAPAN ETF | 2023-07-11 | 2025-06-16 | $844 | $719 | $125 | $125 | |
| 24. JPMORGAN BETABUILDERS CANADA | 2024-12-13 | 2025-06-16 | $1,930 | $1,758 | $172 | $172 | |
| 16. JPMORGAN BETABUILDERS CANADA | 2019-04-02 | 2025-06-16 | $1,287 | $776 | $511 | $511 | |
| 38. JPMORGAN BETABUILDERS DEVELO | 2024-12-13 | 2025-06-16 | $2,064 | $1,919 | $145 | $145 | |
| 340.219 LORD ABBETT SHRT DUR INC-F3 | 2018-11-13 | 2025-06-16 | $1,320 | $1,412 | -$92 | -$92 | |
| 113.411 PIMCO MTGE OPPORTUNITIES IS | 2023-08-04 | 2025-06-16 | $1,051 | $1,064 | -$13 | -$13 | |
| 284.153 SIX CIRCLES US UNCONSTR EQ | 2025-01-30 | 2025-06-16 | $5,120 | $5,155 | -$35 | -$35 | |
| 335.042 SIX CIRCLES INTL UNCON EQ | 2024-12-13 | 2025-06-16 | $4,322 | $3,692 | $630 | $630 | |
| 133.565 SIX CIRCLES INTL UNCON EQ | 2023-12-13 | 2025-06-16 | $1,723 | $1,448 | $275 | $275 | |
| 258.445 SIX CIRCLES GLOBAL BOND | 2022-12-01 | 2025-06-16 | $2,202 | $2,268 | -$66 | -$66 | |
| 107.516 SIX CIRCLES MULTI-STRAT | 2024-12-13 | 2025-06-16 | $1,079 | $1,090 | -$11 | -$11 | |
| 153.165 SIX CIRCLES CREDIT OPPORT | 2024-12-13 | 2025-06-16 | $1,369 | $1,377 | -$8 | -$8 | |
| 104.482 SIX CIRCLES CREDIT OPPORT | 2022-05-27 | 2025-06-16 | $934 | $972 | -$38 | -$38 | |
| 9. VANGUARD BD INDEX TOTAL BD MKT ETF | 2025-06-05 | 2025-06-16 | $653 | $654 | -$1 | -$1 | |
| 42. VANGUARD TOTAL INTL BOND ETF | 2024-12-13 | 2025-06-16 | $2,070 | $2,115 | -$45 | -$45 | |
| 39. VANGUARD MORTGAGE-BACKED SEC | 2024-11-25 | 2025-06-16 | $1,779 | $1,800 | -$21 | -$21 | |
| 16. VANGUARD INT-TERM CORPORATE | 2024-12-13 | 2025-06-16 | $1,304 | $1,304 | |||
| 474.64 PIMCO MTGE OPPORTUNITIES IS | 2023-08-04 | 2025-09-10 | $4,485 | $4,451 | $34 | $34 | |
| 23. VANGUARD INT-TERM CORPORATE | 2024-12-13 | 2025-09-10 | $1,938 | $1,874 | $64 | $64 | |
| 99. VANGUARD INT-TERM CORPORATE | 2023-12-05 | 2025-09-10 | $8,340 | $7,819 | $521 | $521 | |
| 93.619 FIDELITY 500 INDEX FUND | 2024-11-25 | 2025-09-18 | $21,620 | $19,501 | $2,119 | $2,119 | |
| 31. JPMORGAN BETABUILDERS JAPAN ETF | 2023-07-11 | 2025-09-18 | $2,088 | $1,593 | $495 | $495 | |
| 476.419 SIX CIRCLES US UNCONSTR EQ | 2025-09-18 | $9,505 | $8,570 | $935 | $935 | ||
| 3.709 SIX CIRCLES US UNCONSTR EQ | 2023-05-18 | 2025-09-18 | $74 | $48 | $26 | $26 | |
| 19.28 FIDELITY 500 INDEX FUND | 2024-11-25 | 2025-10-16 | $4,441 | $4,016 | $425 | $425 | |
| 1231.132 FRNKLN ALTRNTV STRTGS FND-R6 | 2024-06-18 | 2025-10-16 | $14,478 | $14,367 | $111 | $111 | |
| 14. ISHARES CORE MSCI EAFE ETF | 2020-06-11 | 2025-10-16 | $1,232 | $790 | $442 | $442 | |
| 14. JPMORGAN BETABUILDERS CANADA | 2019-04-02 | 2025-10-16 | $1,218 | $679 | $539 | $539 | |
| 5. JPMORGAN BETABUILDERS CANADA | 2019-04-02 | 2025-10-16 | $435 | $242 | $193 | $193 | |
| 43. SPDR TR UNIT SER 1 | 2025-10-16 | $28,407 | $5,128 | $23,279 | $23,279 | ||
| 266.487 SIX CIRCLES INTL UNCON EQ | 2025-10-16 | $3,648 | $2,819 | $829 | $829 | ||
| 356.798 SIX CIRCLES CREDIT OPPORT | 2024-12-13 | 2025-10-16 | $3,236 | $3,208 | $28 | $28 | |
| 1953.015 SIX CIRCLES CREDIT OPPORT | 2025-10-16 | $17,714 | $17,297 | $417 | $417 | ||
| 456. VANGUARD MORTGAGE-BACKED SEC | 2024-11-25 | 2025-10-16 | $21,571 | $21,042 | $529 | $529 | |
| 7. VANGUARD INT-TERM CORPORATE | 2023-12-05 | 2025-10-16 | $592 | $553 | $39 | $39 | |
| 360. APPLE COMPUTER INC | 2012-12-13 | 2025-12-16 | $98,858 | $6,790 | $92,068 | $92,068 | |
| 23.135 FIDELITY 500 INDEX FUND | 2025-10-30 | 2025-12-16 | $5,478 | $5,485 | -$7 | -$7 | |
| 21. SPDR TR UNIT SER 1 | 2025-12-16 | $14,256 | $2,653 | $11,603 | $11,603 | ||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,736 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,536 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,339 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,339 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,412 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,412 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $73 | OverpaymentAmt |
| Applied To ES Tax | $73 | 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 | Yes (true) | 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) |
|---|---|---|
| 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 | $18,655 | 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 | $1,072,419 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,097,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,097,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,081,444 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,339 | TotalTaxAmt |
| Distributable Before Adj | $51,733 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,733 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,733 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,745 | 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 | $135,745 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,733 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $66,283 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,393 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,782 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $97,958 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $113,004 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $405,420 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,745 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,733 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,012 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $489,432 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $66,283 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $423,149 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,393 | ExcessFromYear4Amt |
| Excess From Year3 | $67,782 | ExcessFromYear3Amt |
| Excess From Year2 | $97,958 | ExcessFromYear2Amt |
| Excess From Year1 | $113,004 | ExcessFromYear1Amt |
| Excess From Current Year | $84,012 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| STONY BROOK FOUNDATION INC | ||||||||
| 230 ADMINISTRATION | STONY BROOK | NY | 11794 | NONE | PC | GENERAL | $30,000 | |
| FEDERATION OF ALLIANCESFRANCAISES USA IN | ||||||||
| 4938 HAMPDEN IN 264 | BETHESDA | MD | 20814 | NONE | PC | GENERAL | $1,000 | |
| LEWIS CARROL SOCIETY OF NORTH AMERICA | ||||||||
| 14805 HAROLD RD | SILVER SPRING | MD | 20905 | NONE | PC | GENERAL | $6,000 | INC |
| BROWN UNIVERSITY | ||||||||
| 75 WATERMAN ST | PROVIDENCE | RI | 02912 | NONE | PC | GENERAL | $50,000 | |
| BALLET TECH FOUNDATION INC | ||||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | GENERAL | $8,000 | |
| MODERN LANGUAGE ASSOCIATION | ||||||||
| 85 BROAD ST STE 500 | NEW YORK | NY | 100042434 | NONE | PC | GENERAL | $32,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,548 | 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 | $149,536 | 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 | $182,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,084 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EDWARD GUILIANO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 W 14TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $199,642 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $199,642 | FairMarketValueAmt |
| Received | 2024-12-10 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 54401E143 LORD ABBETT SHRT DUR | $25,690 | $25,552 |
| 83002G702 SIX CIRCLES GLOBAL B | $50,843 | $50,854 |
| 83002G884 SIX CIRCLES CREDIT O | $24,680 | $25,468 |
| 92206C771 VANGUARD MORTGAGE-BA | $12,578 | $12,806 |
| 92206C870 VANGUARD INT-TERM CO | $12,145 | $12,730 |
| 921937835 VANGUARD TOTAL BOND | $12,539 | $12,740 |
| 92203J407 VANGUARD TOTAL INTL | $51,127 | $50,156 |
| 46429B267 ISHARES US TREASURY | $12,922 | $12,779 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 78462F103 SPDR S&P 500 ETF TRU | $86,659 | $531,216 |
| 46432F842 ISHARES CORE MSCI EA | $25,558 | $37,931 |
| 315911750 FIDELITY 500 INDEX F | ||
| 83002G306 SIX CIRCLES US UNCON | $127,399 | $192,255 |
| 83002G405 SIX CIRCLES INTL UNC | $86,240 | $116,888 |
| 46641Q217 JPMORGAN BETABUILDER | $27,142 | $35,921 |
| 46641Q225 JPMORGAN BETABUILDER | $14,356 | $25,668 |
| 46641Q191 JPMORGAN BETABUILDER | $24,909 | $25,728 |
| 46641Q233 JPMORGAN BETABUILDER | $16,543 | $19,086 |
| 315911727 FIDELITY INTL INDX-I |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 09257V508 BLACKSTONE ALT MULTI | AT COST | $18,900 | $17,908 |
| 64128R608 NEUBERGER BERM LNG S | AT COST | $11,385 | $12,854 |
| 72201U638 PIMCO MRTG OPP & BND | AT COST | $5,435 | $5,491 |
| 35241W401 K2 ALTERNATIVE STRAT | |||
| 83002G876 SIX CIRCLES MULTI-ST | AT COST | $37,271 | $36,941 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $1,694 |
| BV/FMV ADJUSTMENT | $174,421 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ATTORNEY GENERAL FEE | $250 | $0 | $250 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $2,693 | $2,693 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $1,532 |
| ROUNDING | $8 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD GUILIANO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 W 14TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,302 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $2,412 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $376 | $376 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $92 | $92 | $0 |