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Imb Charitable Tr

Jeffrey A Pritikin Ttee

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

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
−$9.58k (2024)

Expenses
$385k (2024)

Total Assets
$3.93M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2015 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$9,579
Expenses
$385,313
Net Income
-$394,892
Net Assets
$3,932,689
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $64
Dividends $172,517
Sales of Assets -$182,160
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $262,072
68.0%
Compensation of Officers* $56,000
14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,932,689
Total Liabilities $0
Net Assets $3,932,689
Compensation
Key Employees and Officers Compensation Other
Jeffrey A Pritikin (Co Trustee) $28,000 $0
Benjamin D Holland (Co Trustee) $28,000 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$223,123
Expenses
$395,999
Net Income
-$172,876
Net Assets
$4,327,581
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $203
0.1%
Dividends $151,873
68.1%
Sales of Assets $62,251
27.9%
Other Income $8,796
3.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $277,105
70.0%
Compensation of Officers* $56,000
14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,327,581
Total Liabilities $0
Net Assets $4,327,581
Compensation
Key Employees and Officers Compensation Other
Jeffrey A Pritikin (Co Trustee) $28,000 $0
Benjamin D Holland (Co Trustee) $28,000 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$261,140
Expenses
$443,187
Net Income
-$182,047
Net Assets
$4,500,457
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $43
0.0%
Dividends $107,073
41.0%
Sales of Assets $142,671
54.6%
Other Income $11,353
4.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $319,217
72.0%
Compensation of Officers* $56,000
12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,500,457
Total Liabilities $0
Net Assets $4,500,457
Compensation
Key Employees and Officers Compensation Other
Jeffrey A Pritikin (Co Trustee) $28,000 $0
Benjamin D Holland (Co Trustee) $28,000 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$264,384
Expenses
$410,462
Net Income
-$146,078
Net Assets
$4,682,504
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15
0.0%
Dividends $115,245
43.6%
Sales of Assets $136,613
51.7%
Other Income $12,511
4.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $283,585
69.1%
Compensation of Officers* $52,000
12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,682,504
Total Liabilities $0
Net Assets $4,682,504
Compensation
Key Employees and Officers Compensation Other
Jeffrey A Pritikin (Co Trustee) $52,000 $0
Benjamin D Holland (Co Trustee) $52,000 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$217,522
Expenses
$410,948
Net Income
-$193,426
Net Assets
$4,828,581
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16
0.0%
Dividends $110,646
50.9%
Sales of Assets $106,860
49.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $291,239
70.9%
Compensation of Officers* $52,000
12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,828,582
Total Liabilities $1
Net Assets $4,828,581
Compensation
Key Employees and Officers Compensation Other
Jeffrey A Pritikin (Co Trustee) $52,000 $0
Benjamin D Holland (Co Trustee) $52,000 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$297,314
Expenses
$419,163
Net Income
-$121,849
Net Assets
$5,022,007
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $178
0.1%
Dividends $185,760
62.5%
Sales of Assets $111,376
37.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $303,797
72.5%
Compensation of Officers* $48,000
11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,022,008
Total Liabilities $1
Net Assets $5,022,007
Compensation
Key Employees and Officers Compensation Other
Jeffrey A Pritikin (Co Trustee) $24,000 $0
Benjamin D Holland (Co Trustee) $24,000 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$178,620
Expenses
$411,783
Net Income
-$233,163
Net Assets
$5,143,857
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $152
0.1%
Dividends $151,091
84.6%
Sales of Assets $27,377
15.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $299,006
72.6%
Compensation of Officers* $40,000
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 $5,143,857
Total Liabilities $0
Net Assets $5,143,857
Compensation
Key Employees and Officers Compensation Other
Jeffrey A Pritikin (Co Trustee) $40,000 $0
Benjamin D Holland (Co Trustee) $40,000 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$217,523
Expenses
$361,567
Net Income
-$144,044
Net Assets
$6,303,432
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20
0.0%
Dividends $149,373
68.7%
Sales of Assets $68,130
31.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $268,320
74.2%
Compensation of Officers* $22,000
6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,303,432
Total Liabilities $0
Net Assets $6,303,432
Compensation
Key Employees and Officers Compensation Other
Jeffrey A Pritikin (Co Trustee) $11,000 $0
Benjamin D Holland (Co Trustee) $11,000 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,340,708
Expenses
$5,783
Net Income
$5,334,925
Net Assets
$5,141,595
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,340,476
100.0%
Interest Revenue $144
0.0%
Dividends $64,486
1.2%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $5,334,925
Total Liabilities $193,330
Net Assets $5,141,595

Document Links

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.

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 »

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