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Karl Perl Charitable Tr

Perl Sheldon G Et Al Ttee
  • Chicago, IL
  • Tax-exempt since Aug. 2009
  • EIN: 46-6113637

Organization summary

Type of Nonprofit

Designated as a 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: Community Improvement, Capacity Building / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$315k (2023)

Expenses
$300k (2023)

Total Assets
$2.23M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2010 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$314,900
Expenses
$300,000
Net Income
$14,900
Net Assets
$2,227,973
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $25
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $314,875
100.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,227,973
Total Liabilities $0
Net Assets $2,227,973
Compensation
Key Employees and Officers Compensation Related Other
David S Rosen (Trustee) $0 $444,304 $80,133
Rose Jagust (Trustee Part Year) $0 $89,066 $10,503
Elissa Polan (Trustee) $0 $120,157 $33,296
Barron S Perl (Trustee) $0 $0 $0
Sheldon G Perl (Trustee) $0 $0 $0
Julie Ann Sklaver (Trustee) $0 $111,302 $32,373
+ View more people

Document Links

990
Filed on Nov. 8, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$256,435
Expenses
$300,000
Net Income
-$43,565
Net Assets
$2,213,073
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $19
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $256,416
100.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,213,073
Total Liabilities $0
Net Assets $2,213,073
Compensation
Key Employees and Officers Compensation Related Other
David S Rosen (Trustee) $0 $645,663 $55,583
Rose Jagust (Trustee) $0 $205,496 $66,424
Elissa Polan (Trustee) $0 $118,237 $32,176
Barron S Perl (Trustee) $0 $0 $0
Sheldon G Perl (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$302,753
Expenses
$300,000
Net Income
$2,753
Net Assets
$2,256,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $20
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $302,733
100.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,256,638
Total Liabilities $0
Net Assets $2,256,638
Compensation
Key Employees and Officers Compensation Related Other
David S Rosen (Trustee) $0 $423,355 $47,244
Rose Jagust (Trustee) $0 $188,546 $56,817
Elissa Polan (Trustee) $0 $114,196 $19,122
Barron S Perl (Trustee) $0 $0 $0
Sheldon G Perl (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 21, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$289,615
Expenses
$250,000
Net Income
$39,615
Net Assets
$2,253,885
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $20
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $289,595
100.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,253,885
Total Liabilities $0
Net Assets $2,253,885
Compensation
Key Employees and Officers Compensation Related Other
David S Rosen (Trustee) $0 $408,789 $37,679
Rose Jagust (Trustee) $0 $175,055 $55,681
Elissa Polan (Trustee) $0 $112,696 $28,783
Barron S Perl (Trustee) $0 $0 $0
Sheldon G Perl (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 8, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$254,755
Expenses
$300,000
Net Income
-$45,245
Net Assets
$2,214,270
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $25
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $254,730
100.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,214,270
Total Liabilities $0
Net Assets $2,214,270
Compensation
Key Employees and Officers Compensation Related Other
David S Rosen (Trustee) $0 $393,648 $87,611
Rose Jagust (Trustee) $0 $160,943 $74,368
Sheldon G Perl (Trustee) $0 $0 $0
Barron S Perl (Trustee) $0 $0 $0
Elissa Polan (Trustee) $0 $113,981 $19,793
+ View more people

Document Links

990
Filed on Oct. 26, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$260,151
Expenses
$300,000
Net Income
-$39,849
Net Assets
$2,259,515
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $25
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $260,126
100.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,259,515
Total Liabilities $0
Net Assets $2,259,515
Compensation
Key Employees and Officers Compensation Related Other
Sheldon G Perl (Trustee) $0 $0 $0
Barron S Perl (Trustee) $0 $0 $0
David S Rosen (Trustee) $0 $387,349 $131,741
Rose Jagust (Trustee) $0 $151,215 $83,047
Peter Friedman (Trustee) $0 $69,873 $2,148
+ View more people

Document Links

990
Filed on Nov. 1, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$265,844
Expenses
$300,000
Net Income
-$34,156
Net Assets
$2,299,364
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $21
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $265,823
100.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,299,364
Total Liabilities $0
Net Assets $2,299,364
Compensation
Key Employees and Officers Compensation Related Other
Sheldon G Perl (Trustee) $0 $0 $0
Barron S Perl (Trustee) $0 $0 $0
David S Rosen (Trustee) $0 $362,257 $197,934
Rose Jagust (Trustee) $0 $141,486 $61,722
Peter Friedman (Trustee) $0 $75,105 $2,148
+ View more people

Document Links

990
Filed on Nov. 10, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$325,982
Expenses
$350,000
Net Income
-$24,018
Net Assets
$2,333,520
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $29
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $325,953
100.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,333,520
Total Liabilities $0
Net Assets $2,333,520
Compensation
Key Employees and Officers Compensation Related Other
Sheldon G Perl (Trustee) $0 $0 $0
Barron S Perl (Trustee) $0 $0 $0
David S Rosen (Trustee) $0 $339,337 $181,437
Rose Jagust (Trustee) $0 $130,894 $55,969
Peter Friedman (Trustee) $0 $76,550 $4,296
+ View more people

Document Links

990
Filed on Nov. 9, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$360,632
Expenses
$350,000
Net Income
$10,632
Net Assets
$2,357,538
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $241
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $313,391
86.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $47,000
13.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,357,538
Total Liabilities $0
Net Assets $2,357,538
Compensation
Key Employees and Officers Compensation Related Other
Sheldon G Perl (Trustee) $0 $0 $0
Barron S Perl (Trustee) $0 $0 $0
David S Rosen (Trustee) $0 $327,223 $157,344
Rose Jagust (Trustee) $0 $124,366 $49,537
Peter Friedman (Trustee) $0 $74,983 $4,296
+ View more people

Document Links

990
Filed on Nov. 8, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$308,156
Expenses
$350,000
Net Income
-$41,844
Net Assets
$2,346,906
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $256
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $307,900
99.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,346,906
Total Liabilities $0
Net Assets $2,346,906
Compensation
Key Employees and Officers Compensation Related Other
Sheldon G Perl (Trustee) $0 $0 $0
Barron S Perl (Trustee) $0 $0 $0
David S Rosen (Trustee) $0 $327,282 $138,403
Rose Jagust (Trustee) $0 $117,726 $43,797
Peter Friedman (Trustee) $0 $74,734 $4,296
+ View more people

Document Links

990
Filed on Dec. 2, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$60,528
Expenses
$0
Net Income
$60,528
Net Assets
$2,388,750
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $477
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $60,051
99.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,388,750
Total Liabilities $0
Net Assets $2,388,750
Compensation
Key Employees and Officers Compensation Related Other
Sheldon G Perl (Trustee) $0 $0 $0
Barron S Perl (Trustee) $0 $0 $0
David S Rosen (Trustee) $0 $303,845 $135,252
Rose Jagust (Trustee) $0 $109,425 $39,791
Peter Friedman (Trustee) $0 $50,019 $4,296
Michael Tarnoff (Trustee) $0 $337,946 $19,634
+ View more people

Document Links

990
Filed on Nov. 17, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$250,830
Expenses
$250,000
Net Income
$830
Net Assets
$2,328,222
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $610
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $238,280
95.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,940
4.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,328,222
Total Liabilities $0
Net Assets $2,328,222

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$190,553
Expenses
$200,000
Net Income
-$9,447
Net Assets
$2,327,392
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,010
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $189,543
99.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,327,392
Total Liabilities $0
Net Assets $2,327,392

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$100,130
Expenses
$110,000
Net Income
-$9,870
Net Assets
$2,336,839
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $843
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $99,287
99.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,336,839
Total Liabilities $0
Net Assets $2,336,839

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2009

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

About 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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

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

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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