Nonprofit · EIN 81-6122222
ALFRED & LILLIE DUNLAVEY CHARITABLE TRUST 9300049300
Tax-exempt · CHICAGO, IL 60603
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $26,824 | $27,845 | -$1,021 | $304,454 | $0 | $304,454 |
| November 30, 2024 | 990-PF | $23,935 | $28,345 | -$4,410 | $305,472 | $0 | $305,472 |
| November 30, 2023 | 990-PF | $34,067 | $25,554 | $8,513 | $309,913 | $0 | $309,913 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $13,454
- Net gain from sales of assets
- $13,370
Expenses
- Grants and similar amounts paid
- $18,294
- Compensation of officers, directors and key employees
- $9,387
- Disbursements for charitable purposes
- $21,992
- Excise tax on investment income
- $292
Balance sheet and other
- Total assets, start of year
- $305,472
- Total assets, end of year
- $304,454
- Total liabilities, end of year
- $0
- Net assets, end of year
- $304,454
- Fair market value of assets
- $511,933
- Qualifying distributions
- $21,992
- Net investment income
- $26,824
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK N A 10 S DEARBORN ST MC IL1-0111, CHICAGO, IL 60603 | TRUSTEE | 2 | $9,387 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK N A 10 S DEARBORN ST MC IL1-0111, CHICAGO, IL 60603 | TRUSTEE | 2 | $9,021 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK N A 10 S DEARBORN ST MC IL1-0111, CHICAGO, IL 60603 | TRUSTEE | 2 | $8,208 |
Address and contacts
- Address (IRS master file)
- 10 S DEARBORN IL1-0111, CHICAGO, IL 60603-2300
- In care of
- % JP MORGAN CHASE BANK NA
- Signed the 990-PF
- KRYSTAL ZEC, ExecDirector
- Phone
- (800) 496-2583
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-6122222
- 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
- 2020
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $304,454
- Income (IRS master file)
- $72,988
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $26,824 | $27,845 | $304,454 | XML |
| 990-PF | November 2024 | $23,935 | $28,345 | $305,472 | XML |
| 990-PF | November 2023 | $34,067 | $25,554 | $309,913 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 81-6122222).
Questions about ALFRED & LILLIE DUNLAVEY CHARITABLE TRUST 9300049300
- What is the EIN of ALFRED & LILLIE DUNLAVEY CHARITABLE TRUST 9300049300?
- The employer identification number (EIN) of ALFRED & LILLIE DUNLAVEY CHARITABLE TRUST 9300049300 is 81-6122222.
- Is ALFRED & LILLIE DUNLAVEY CHARITABLE TRUST 9300049300 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to ALFRED & LILLIE DUNLAVEY CHARITABLE TRUST 9300049300 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALFRED & LILLIE DUNLAVEY CHARITABLE TRUST 9300049300 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALFRED & LILLIE DUNLAVEY CHARITABLE TRUST 9300049300 due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALFRED & LILLIE DUNLAVEY CHARITABLE TRUST 9300049300 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of ALFRED & LILLIE DUNLAVEY CHARITABLE TRUST 9300049300?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,387 (JP MORGAN CHASE BANK N A, TRUSTEE).
- How much revenue does ALFRED & LILLIE DUNLAVEY CHARITABLE TRUST 9300049300 have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $26,824, expenses of $27,845 and total assets of $304,454 at year end.
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