Mary Caroline Phelps Tr For Aging In America

Chicago, IL
Tax-exempt since Dec. 1970
EIN: 13-6046634

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$683k (2024)

Expenses

$484k (2024)

Total Assets

$6.67M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2013 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$682,570

Expenses

$483,579

Net Income

$198,991

Net Assets

$6,669,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$289,375	42.4%
Sales of Assets	$393,195	57.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$413,424	85.5%
Compensation of Officers*	$91,766	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,669,091
Total Liabilities	$0
Net Assets	$6,669,091

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$91,766	$0

990-PF

Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$389,990

Expenses

$477,922

Net Income

-$87,932

Net Assets

$6,479,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$210,062	53.9%
Sales of Assets	$179,928	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$410,485	85.9%
Compensation of Officers*	$84,096	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,479,835
Total Liabilities	$0
Net Assets	$6,479,835

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$84,096	$0

990-PF

Filed on April 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$332,424

Expenses

$534,908

Net Income

-$202,484

Net Assets

$6,567,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$203,576	61.2%
Sales of Assets	$128,846	38.8%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$463,572	86.7%
Compensation of Officers*	$91,057	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,567,621
Total Liabilities	$0
Net Assets	$6,567,621

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$91,057	$0

990-PF

Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$829,711

Expenses

$463,653

Net Income

$366,058

Net Assets

$6,769,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$281,999	34.0%
Sales of Assets	$547,707	66.0%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$389,663	84.0%
Compensation of Officers*	$90,627	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,769,294
Total Liabilities	$0
Net Assets	$6,769,294

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$90,627	$0

990-PF

Filed on April 25, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$696,797

Expenses

$441,553

Net Income

$255,244

Net Assets

$6,402,512

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$162,678	23.3%
Sales of Assets	$534,119	76.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$379,616	86.0%
Compensation of Officers*	$79,651	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,402,513
Total Liabilities	$1
Net Assets	$6,402,512

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$79,651	$0

990-PF

Filed on April 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$499,323

Expenses

$438,444

Net Income

$60,879

Net Assets

$6,147,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$177,904	35.6%
Sales of Assets	$319,485	64.0%
Other Income	$1,934	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$380,947	86.9%
Compensation of Officers*	$79,749	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,147,774
Total Liabilities	$1
Net Assets	$6,147,773

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$79,749	$0

990-PF

Filed on June 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$451,406

Expenses

$441,188

Net Income

$10,218

Net Assets

$6,087,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$152,946	33.9%
Sales of Assets	$298,460	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$369,311	83.7%
Compensation of Officers*	$84,180	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,087,524
Total Liabilities	$0
Net Assets	$6,087,524

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$84,180	$0

990-PF

Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$551,216

Expenses

$335,867

Net Income

$215,349

Net Assets

$6,076,448

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$157,347	28.5%
Sales of Assets	$387,199	70.2%
Other Income	$6,670	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$284,010	84.6%
Compensation of Officers*	$79,181	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,076,448
Total Liabilities	$0
Net Assets	$6,076,448

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$79,181	$0

990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$455,468

Expenses

$343,006

Net Income

$112,462

Net Assets

$5,917,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$125,032	27.5%
Sales of Assets	$330,586	72.6%
Other Income	-$150

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$288,077	84.0%
Compensation of Officers*	$80,639	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,917,445
Total Liabilities	$0
Net Assets	$5,917,445

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$377,173

Expenses

$352,887

Net Income

$24,286

Net Assets

$5,791,731

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$154,794	41.0%
Sales of Assets	$222,984	59.1%
Other Income	-$605

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$275,359	78.0%
Compensation of Officers*	$79,153	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,791,731
Total Liabilities	$0
Net Assets	$5,791,731

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$431,050

Expenses

$327,040

Net Income

$104,010

Net Assets

$5,769,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$118,688	27.5%
Sales of Assets	$315,939	73.3%
Other Income	-$3,577

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,867	82.2%
Compensation of Officers*	$74,523	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,769,245
Total Liabilities	$0
Net Assets	$5,769,245

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated April 20, 2026

Mary Caroline Phelps Tr For Aging In America

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $683k (2024)

Expenses $484k (2024)

Total Assets $6.67M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

No Extracted Financial Data

Document Links

990

Revenue

$683k (2024)

Expenses

$484k (2024)

Total Assets

$6.67M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008