Nonprofit · EIN 47-6832122
IMB CHARITABLE TR
Also known as JEFFREY A PRITIKIN TTEE
Tax-exempt · DEERFIELD, IL 60015
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | -$9,579 | $385,313 | -$394,892 | $3,932,689 | $0 | $3,932,689 |
| December 31, 2023 | 990-PF | $223,123 | $395,999 | -$172,876 | $4,327,581 | $0 | $4,327,581 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $172,517
- Interest
- $64
- Net gain from sales of assets
- -$182,160
Expenses
- Grants and similar amounts paid
- $262,072
- Compensation of officers, directors and key employees
- $56,000
- Disbursements for charitable purposes
- $262,072
- Excise tax on investment income
- $686
Balance sheet and other
- Total assets, start of year
- $4,327,581
- Total assets, end of year
- $3,932,689
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,932,689
- Fair market value of assets
- $5,620,945
- Qualifying distributions
- $262,072
- Net investment income
- $172,581
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY A PRITIKIN 1308 WHITNEY LANE, BUFFALO GROVE, IL 60089 | CO-Trustee | 10 | $28,000 |
| BENJAMIN D HOLLAND 1949 N BURLING ST, CHICAGO, IL 60614 | CO-Trustee | 10 | $28,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY A PRITIKIN 1308 WHITNEY LANE, BUFFALO GROVE, IL 60089 | CO-Trustee | 10 | $28,000 |
| BENJAMIN D HOLLAND 1949 N BURLING ST, CHICAGO, IL 60614 | CO-Trustee | 10 | $28,000 |
Address and contacts
- Address (IRS master file)
- 1020 MILWAUKEE AVE STE 145, DEERFIELD, IL 60015-3563
- Signed the 990-PF
- BENJAMIN D HOLLAND, CO-Trustee
- Phone
- (847) 808-1190
- Return prepared by
- JEFFREY A PRITIKIN & ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-6832122
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,932,689
- Income (IRS master file)
- $2,372,232
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | -$9,579 | $385,313 | $3,932,689 | XML |
| 990-PF | December 2023 | $223,123 | $395,999 | $4,327,581 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-6832122).
Questions about IMB CHARITABLE TR
- What is the EIN of IMB CHARITABLE TR?
- The employer identification number (EIN) of IMB CHARITABLE TR is 47-6832122.
- Is IMB CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to IMB CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IMB CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IMB CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IMB CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of IMB CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $28,000 (JEFFREY A PRITIKIN, CO-Trustee).
- How much revenue does IMB CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of -$9,579, expenses of $385,313 and total assets of $3,932,689 at year end.
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All nonprofits in DEERFIELD · Illinois · Philanthropy, voluntarism and grantmaking foundations