James B Tafel Foundation

Cary, IL
Tax-exempt since Jan. 1989
EIN: 36-3475140

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$255k (2024)

Expenses

$197k (2024)

Total Assets

$1.19M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 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 Sept.
2024

Revenue

$254,642

Expenses

$196,588

Net Income

$58,054

Net Assets

$1,186,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40,225	15.8%
Dividends	$36,588	14.4%
Sales of Assets	$177,829	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,875	99.1%
Compensation of Officers*	$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	$1,186,591
Total Liabilities	$0
Net Assets	$1,186,591

Compensation

Key Employees and Officers	Compensation	Other
Ida May Tafel (Trustee)	$0	$0
Julie K Tafel Klaus (Trustee)	$0	$0
James B Tafel Jr (Trustee)	$0	$0

990-PF

Filed on Feb. 4, 2025

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

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Fiscal Year Ending Sept.
2023

Revenue

$61,741

Expenses

$186,666

Net Income

-$124,925

Net Assets

$1,128,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34,683	56.2%
Dividends	$27,058	43.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,580	99.4%
Compensation of Officers*	$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	$1,128,537
Total Liabilities	$0
Net Assets	$1,128,537

Compensation

Key Employees and Officers	Compensation	Other
Ida May Tafel (Trustee)	$0	$0
Julie K Tafel Klaus (Trustee)	$0	$0
James B Tafel Jr (Trustee)	$0	$0

990-PF

Filed on Feb. 9, 2024

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

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Fiscal Year Ending Sept.
2022

Revenue

$18,509

Expenses

$251,874

Net Income

-$233,365

Net Assets

$1,253,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$406	2.2%
Dividends	$18,089	97.7%
Sales of Assets	$14	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,597	99.5%
Compensation of Officers*	$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	$1,253,462
Total Liabilities	$0
Net Assets	$1,253,462

Compensation

Key Employees and Officers	Compensation	Other
Ida May Tafel (Trustee)	$0	$0
Julie K Tafel Klaus (Trustee)	$0	$0
James B Tafel Jr (Trustee)	$0	$0

990-PF

Filed on Feb. 2, 2023

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

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Fiscal Year Ending Sept.
2021

Revenue

$33,453

Expenses

$308,926

Net Income

-$275,473

Net Assets

$1,486,827

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,879	56.4%
Dividends	$14,574	43.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$307,517	99.5%
Compensation of Officers*	$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	$1,486,827
Total Liabilities	$0
Net Assets	$1,486,827

Compensation

Key Employees and Officers	Compensation	Other
Ida May Tafel (Trustee)	$0	$0
Julie K Tafel Klaus (Trustee)	$0	$0
James B Tafel Jr (Trustee)	$0	$0

990-PF

Filed on Jan. 27, 2022

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

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Fiscal Year Ending Sept.
2020

Revenue

$19,660

Expenses

$217,722

Net Income

-$198,062

Net Assets

$1,762,299

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,506	7.7%
Dividends	$18,154	92.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,820	97.3%
Compensation of Officers*	$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	$1,762,300
Total Liabilities	$1
Net Assets	$1,762,299

Compensation

Key Employees and Officers	Compensation	Other
Ida May Tafel (Trustee)	$0	$0
Julie K Tafel Klaus (Trustee)	$0	$0
James B Tafel Jr (Trustee)	$0	$0

990-PF

Filed on Feb. 5, 2021

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

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Fiscal Year Ending Sept.
2019

Revenue

$547,420

Expenses

$268,160

Net Income

$279,260

Net Assets

$1,960,361

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,528	0.3%
Dividends	$20,679	3.8%
Sales of Assets	$525,213	95.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$267,397	99.7%
Compensation of Officers*	$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	$1,960,362
Total Liabilities	$1
Net Assets	$1,960,361

Compensation

Key Employees and Officers	Compensation	Other
Ida May Tafel (Trustee)	$0	$0
Julie K Tafel Klaus (Trustee)	$0	$0
James B Tafel Jr (Trustee)	$0	$0

990-PF

Filed on Dec. 5, 2019

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

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Fiscal Year Ending Sept.
2018

Revenue

$19,306

Expenses

$266,023

Net Income

-$246,717

Net Assets

$1,681,102

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,769	9.2%
Dividends	$17,537	90.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$265,098	99.7%
Compensation of Officers*	$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	$1,681,102
Total Liabilities	$0
Net Assets	$1,681,102

Compensation

Key Employees and Officers	Compensation	Other
Ida May Tafel (Trustee)	$0	$0
Julie K Tafel Klaus (Trustee)	$0	$0
James B Tafel Jr (Trustee)	$0	$0

990-PF

Filed on Nov. 7, 2018

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

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Fiscal Year Ending Sept.
2017

Revenue

$17,107

Expenses

$218,905

Net Income

-$201,798

Net Assets

$1,927,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,721	10.1%
Dividends	$15,386	89.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,244	91.5%
Compensation of Officers*	$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	$1,927,819
Total Liabilities	$0
Net Assets	$1,927,819

Compensation

Key Employees and Officers	Compensation	Other
Ida May Tafel (Trustee)	$0	$0
Julie K Tafel Klaus (Trustee)	$0	$0
James B Tafel Jr (Trustee)	$0	$0

990-PF

Filed on Dec. 15, 2017

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

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Fiscal Year Ending Sept.
2016

Revenue

$891,403

Expenses

$189,216

Net Income

$702,187

Net Assets

$2,129,617

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,299	0.1%
Dividends	$30,724	3.4%
Sales of Assets	$859,380	96.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,508	99.1%
Compensation of Officers*	$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	$2,129,617
Total Liabilities	$0
Net Assets	$2,129,617

Compensation

Key Employees and Officers	Compensation	Other
Ida May Tafel (Trustee)	$0	$0
Julie K Tafel Klaus (Trustee)	$0	$0
James B Tafel Jr (Trustee)	$0	$0

990-PF

Filed on Feb. 6, 2017

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

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Fiscal Year Ending Sept.
2015

Revenue

$30,609

Expenses

$191,848

Net Income

-$161,239

Net Assets

$1,427,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,503	4.9%
Dividends	$29,106	95.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,909	99.0%
Compensation of Officers*	$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	$1,427,430
Total Liabilities	$0
Net Assets	$1,427,430

Compensation

Key Employees and Officers	Compensation	Other
Ida May Tafel (Trustee)	$0	$0
Julie K Tafel Klaus (Trustee)	$0	$0
James B Tafel Jr (Trustee)	$0	$0

990-PF

Filed on Jan. 20, 2016

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

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Fiscal Year Ending Sept.
2014

Revenue

$27,211

Expenses

$181,177

Net Income

-$153,966

Net Assets

$1,588,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,666	6.1%
Dividends	$25,545	93.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,400	99.0%
Compensation of Officers*	$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	$1,588,669
Total Liabilities	$0
Net Assets	$1,588,669

Compensation

Key Employees and Officers	Compensation	Other
James B Tafel (Trustee)	$0	$0
Ida May Tafel (Trustee)	$0	$0
Julie K Tafel Klaus (Trustee)	$0	$0
James B Tafel Jr (Trustee)	$0	$0

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990-PF

Filed on Jan. 20, 2015

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

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Fiscal Year Ending Sept.
2013

Revenue

$13,474

Expenses

$171,981

Net Income

-$158,507

Net Assets

$1,742,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,901	14.1%
Dividends	$11,573	85.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,200	99.0%
Compensation of Officers*	$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	$1,742,635
Total Liabilities	$1
Net Assets	$1,742,634

990-PF

Filed on Jan. 31, 2014

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

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Fiscal Year Ending Sept.
2012

Revenue

$9,695

Expenses

$225,479

Net Income

-$215,784

Net Assets

$1,901,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,510	36.2%
Dividends	$6,185	63.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$222,750	98.8%
Compensation of Officers*	$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	$1,901,142
Total Liabilities	$1
Net Assets	$1,901,141

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$13,831

Expenses

$218,627

Net Income

-$204,796

Net Assets

$2,116,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,552	61.8%
Dividends	$5,279	38.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,800	87.7%
Compensation of Officers*	$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	$2,116,926
Total Liabilities	$0
Net Assets	$2,116,926

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James B Tafel Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $255k (2024)

Expenses $197k (2024)

Total Assets $1.19M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$255k (2024)

Expenses

$197k (2024)

Total Assets

$1.19M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001