Nonprofit · EIN 86-6069759
ALDEN W JONES AND RUTH EVELYN JONES IRREVOCABLE TRUST B
Tax-exempt · CHICAGO, IL 60603
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,621 | $13,198 | $423 | $126,782 | $0 | $126,782 |
| December 31, 2024 | 990-PF | $9,572 | $12,081 | -$2,509 | $126,335 | $0 | $126,335 |
| December 31, 2023 | 990-PF | $10,457 | $11,770 | -$1,313 | $129,041 | $0 | $129,041 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $6,331
- Net gain from sales of assets
- $7,290
Expenses
- Grants and similar amounts paid
- $8,785
- Compensation of officers, directors and key employees
- $4,241
- Disbursements for charitable purposes
- $9,954
- Excise tax on investment income
- $145
Balance sheet and other
- Total assets, start of year
- $126,335
- Total assets, end of year
- $126,782
- Total liabilities, end of year
- $0
- Net assets, end of year
- $126,782
- Fair market value of assets
- $226,482
- Qualifying distributions
- $9,954
- Net investment income
- $13,621
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK NA 10 S DEARBORN ST MC IL 1-0111, CHICAGO, IL 60603 | TRUSTEE | 1 | $4,241 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK NA 10 S DEARBORN ST MC IL 1-0111, CHICAGO, IL 60603 | TRUSTEE | 2 | $3,997 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK NA 10 S DEARBORN ST MC IL 1-0111, CHICAGO, IL 60603 | TRUSTEE | 2 | $3,540 |
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 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 | 990-PF 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
- 86-6069759
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $126,782
- Income (IRS master file)
- $34,089
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,621 | $13,198 | $126,782 | IRS |
| 990-PF | December 2024 | $9,572 | $12,081 | $126,335 | IRS |
| 990-PF | December 2023 | $10,457 | $11,770 | $129,041 | 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 86-6069759).
Questions about ALDEN W JONES AND RUTH EVELYN JONES IRREVOCABLE TRUST B
- What is the EIN of ALDEN W JONES AND RUTH EVELYN JONES IRREVOCABLE TRUST B?
- The employer identification number (EIN) of ALDEN W JONES AND RUTH EVELYN JONES IRREVOCABLE TRUST B is 86-6069759.
- Is ALDEN W JONES AND RUTH EVELYN JONES IRREVOCABLE TRUST B tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ALDEN W JONES AND RUTH EVELYN JONES IRREVOCABLE TRUST B tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALDEN W JONES AND RUTH EVELYN JONES IRREVOCABLE TRUST B file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALDEN W JONES AND RUTH EVELYN JONES IRREVOCABLE TRUST B due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALDEN W JONES AND RUTH EVELYN JONES IRREVOCABLE TRUST B last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ALDEN W JONES AND RUTH EVELYN JONES IRREVOCABLE TRUST B?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,241 (JP MORGAN CHASE BANK NA, TRUSTEE).
- How much revenue does ALDEN W JONES AND RUTH EVELYN JONES IRREVOCABLE TRUST B have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,621, expenses of $13,198 and total assets of $126,782 at year end.
Other nonprofits in CHICAGO
- THE CHICAGO COMMUNITY TRUST EIN 36-2167000 · last filed 990 for 2025
- JOHN D & CATHERINE T MACARTHUR FOUNDATION EIN 23-7093598 · last filed 990-PF for 2024
- PAUL M ANGELL FAMILY FOUNDATION EIN 27-4818015 · last filed 990-PF for 2024
- JEWISH FEDERATION OF METROPOLITAN CHICAGO EIN 36-2167761 · last filed 990 for 2025
- BUILDERS INITIATIVE EIN 82-1503941 · last filed 990-PF for 2024
- PRITZKER FAMILY FOUNDATION EIN 30-0039820 · last filed 990-PF for 2024
- JEWISH UNITED FUND OF METROPOLITAN CHICAGO EIN 36-2167034 · last filed 990 for 2025
- HUNTER FAMILY FOUNDATION EIN 37-1887329 · last filed 990-PF for 2024
All nonprofits in CHICAGO · Illinois · Philanthropy, voluntarism and grantmaking foundations