Sara Horrell Edelstein & J Judson & M Horrell Charitable Tr 02 24891

Goldberger M Co Ttees

Po Box Chicago, IL
Tax-exempt since Dec. 2001
EIN: 36-7280667

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$335k (2025)

Expenses

$303k (2025)

Total Assets

$2.45M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 Jan.
2025

Revenue

$334,639

Expenses

$303,309

Net Income

$31,330

Net Assets

$2,446,158

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,634	30.1%
Sales of Assets	$230,331	68.8%
Other Income	$3,674	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$279,232	92.1%
Compensation of Officers*	$41,076	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,446,158
Total Liabilities	$0
Net Assets	$2,446,158

Compensation

Key Employees and Officers	Compensation	Other
The Northern Trust Company (Trustee)	$41,076	$0

990-PF

Filed on June 10, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2024

Revenue

$237,946

Expenses

$283,792

Net Income

-$45,846

Net Assets

$2,414,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$96,668	40.6%
Sales of Assets	$141,238	59.4%
Other Income	$40	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$260,929	91.9%
Compensation of Officers*	$29,539	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,414,418
Total Liabilities	$0
Net Assets	$2,414,418

Compensation

Key Employees and Officers	Compensation	Other
The Northern Trust Company (Trustee)	$29,539	$0

990-PF

Filed on Dec. 11, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2023

Revenue

$119,328

Expenses

$295,885

Net Income

-$176,557

Net Assets

$2,461,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,744	66.8%
Sales of Assets	$39,854	33.4%
Other Income	-$270

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,428	92.1%
Compensation of Officers*	$30,591	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,461,303
Total Liabilities	$0
Net Assets	$2,461,303

Compensation

Key Employees and Officers	Compensation	Other
The Northern Trust Company (Trustee)	$30,591	$0

990-PF

Filed on Dec. 13, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2022

Revenue

$160,999

Expenses

$310,663

Net Income

-$149,664

Net Assets

$2,634,908

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,360	51.2%
Sales of Assets	$81,879	50.9%
Other Income	-$3,240

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,916	86.6%
Compensation of Officers*	$35,891	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,638,148
Total Liabilities	$3,240
Net Assets	$2,634,908

Compensation

Key Employees and Officers	Compensation	Other
The Northern Trust Company (Trustee)	$35,891	$0

990-PF

Filed on Dec. 13, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2021

Revenue

$99,050

Expenses

$270,513

Net Income

-$171,463

Net Assets

$2,784,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,938	71.6%
Sales of Assets	$25,909	26.2%
Other Income	$2,203	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$251,520	93.0%
Compensation of Officers*	$31,413	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,784,570
Total Liabilities	$0
Net Assets	$2,784,570

Compensation

Key Employees and Officers	Compensation	Other
The Northern Trust Company (Trustee)	$31,413	$0

990-PF

Filed on Sept. 24, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2020

Revenue

$130,930

Expenses

$296,283

Net Income

-$165,353

Net Assets

$2,956,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$97,768	74.7%
Sales of Assets	$33,222	25.4%
Other Income	-$60

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$256,562	86.6%
Compensation of Officers*	$40,556	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,956,035
Total Liabilities	$0
Net Assets	$2,956,035

990-PF

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

PDF

Fiscal Year Ending Jan.
2019

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 Jan.
2017

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 Jan.
2016

Revenue

$298,248

Expenses

$338,496

Net Income

-$40,248

Net Assets

$3,434,161

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$133,885	44.9%
Sales of Assets	$153,969	51.6%
Other Income	$10,394	3.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$298,607	88.2%
Compensation of Officers*	$40,552	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,434,237
Total Liabilities	$76
Net Assets	$3,434,161

990-PF

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

PDF

Fiscal Year Ending Jan.
2015

Revenue

$319,237

Expenses

$419,716

Net Income

-$100,479

Net Assets

$3,506,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$116,524	36.5%
Sales of Assets	$202,720	63.5%
Other Income	-$7

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$373,695	89.0%
Compensation of Officers*	$43,739	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,506,039
Total Liabilities	$0
Net Assets	$3,506,039

990-PF

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

PDF

Fiscal Year Ending Jan.
2014

Revenue

$240,943

Expenses

$306,258

Net Income

-$65,315

Net Assets

$3,605,514

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$118,228	49.1%
Sales of Assets	$124,175	51.5%
Other Income	-$1,460

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,009	86.2%
Compensation of Officers*	$40,831	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,605,514
Total Liabilities	$0
Net Assets	$3,605,514

990-PF

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

PDF

Fiscal Year Ending Jan.
2013

Revenue

$199,015

Expenses

$351,975

Net Income

-$152,960

Net Assets

$3,675,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,055	61.3%
Sales of Assets	$76,960	38.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$316,301	89.9%
Compensation of Officers*	$34,056	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,675,938
Total Liabilities	$0
Net Assets	$3,675,938

990-PF

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

PDF

Fiscal Year Ending Jan.
2012

Revenue

$158,707

Expenses

$385,250

Net Income

-$226,543

Net Assets

$3,823,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$140,737	88.7%
Sales of Assets	$16,908	10.7%
Other Income	$1,062	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$354,227	91.9%
Compensation of Officers*	$27,837	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,823,910
Total Liabilities	$0
Net Assets	$3,823,910

990-PF

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

PDF

Fiscal Year Ending Jan.
2011

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 Jan.
2010

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 Jan.
2009

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 Jan.
2008

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 Jan.
2007

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 Jan.
2006

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 Jan.
2005

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 Jan.
2004

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 Jan.
2003

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 Jan.
2002

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

About This Data

What Is This Data?

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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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated March 23, 2026

Sara Horrell Edelstein & J Judson & M Horrell Charitable Tr 02 24891

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $335k (2025)

Expenses $303k (2025)

Total Assets $2.45M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Jan. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Jan. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Jan. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2011

No Extracted Financial Data

Document Links

Revenue

$335k (2025)

Expenses

$303k (2025)

Total Assets

$2.45M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Jan.
2025

Fiscal Year Ending Jan.
2024

Fiscal Year Ending Jan.
2023

Fiscal Year Ending Jan.
2022

Fiscal Year Ending Jan.
2021

Fiscal Year Ending Jan.
2020

Fiscal Year Ending Jan.
2019

Fiscal Year Ending Jan.
2017

Fiscal Year Ending Jan.
2016

Fiscal Year Ending Jan.
2015

Fiscal Year Ending Jan.
2014

Fiscal Year Ending Jan.
2013

Fiscal Year Ending Jan.
2012

Fiscal Year Ending Jan.
2011

Fiscal Year Ending Jan.
2010

Fiscal Year Ending Jan.
2009

Fiscal Year Ending Jan.
2008

Fiscal Year Ending Jan.
2007

Fiscal Year Ending Jan.
2006

Fiscal Year Ending Jan.
2005

Fiscal Year Ending Jan.
2004

Fiscal Year Ending Jan.
2003

Fiscal Year Ending Jan.
2002