Julia E Mullen Charitable Trust 33 1920260

  • Chicago, IL
  • EIN: 52-6988424

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.

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
$139,513
Expenses
$158,908
Net Income
-$19,395
Net Assets
$2,023,039
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $93,161
66.8%
Sales of Assets $46,352
33.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $131,326
82.6%
Compensation of Officers* $40,788
25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,023,039
Total Liabilities $0
Net Assets $2,023,039
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $38,902 $0
Marcia Ostfeld (Co Trustee) $1,886 $0

Document Links

990-PF
Filed on May 7, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$151,465
Expenses
$158,936
Net Income
-$7,471
Net Assets
$2,045,491
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $69,428
45.8%
Sales of Assets $70,192
46.3%
Other Income $11,845
7.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $135,367
85.2%
Compensation of Officers* $36,308
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 $2,045,491
Total Liabilities $0
Net Assets $2,045,491
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $34,570 $0
Marcia Ostfeld (Co Trustee) $1,738 $0

Document Links

990-PF
Filed on April 22, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$83,181
Expenses
$166,395
Net Income
-$83,214
Net Assets
$2,053,041
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $67,881
81.6%
Sales of Assets $5,280
6.3%
Other Income $10,020
12.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $140,481
84.4%
Compensation of Officers* $37,197
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 $2,053,041
Total Liabilities $0
Net Assets $2,053,041
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $31,933 $0
Marcia Ostfeld (Co Trustee) $5,264 $0

Document Links

990-PF
Filed on May 1, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$178,885
Expenses
$165,892
Net Income
$12,993
Net Assets
$2,136,322
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $87,566
49.0%
Sales of Assets $91,319
51.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $126,418
76.2%
Compensation of Officers* $41,377
24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,136,322
Total Liabilities $0
Net Assets $2,136,322
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $39,545 $0
Marcia Ostfeld (Co Trustee) $1,832 $0

Document Links

990-PF
Filed on April 28, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$137,415
Expenses
$130,255
Net Income
$7,160
Net Assets
$2,123,374
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $56,215
40.9%
Sales of Assets $81,200
59.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,003
80.6%
Compensation of Officers* $34,586
26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,123,375
Total Liabilities $1
Net Assets $2,123,374
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $32,856 $0
Marcia Ostfeld (Co Trustee) $1,730 $0

Document Links

990-PF
Filed on Jan. 27, 2022

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

View Filing
PDF XML
View Filing (2 of 2)

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$176,562
Expenses
$181,861
Net Income
-$5,299
Net Assets
$2,118,081
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $62,514
35.4%
Sales of Assets $112,820
63.9%
Other Income $1,228
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $152,099
83.6%
Compensation of Officers* $32,764
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 $2,118,081
Total Liabilities $0
Net Assets $2,118,081

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

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.
2017

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.
2016

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.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,306
Expenses
$142,090
Net Income
-$76,784
Net Assets
$2,182,624
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,998
73.5%
Sales of Assets $17,875
27.4%
Other Income -$567
Notable Expenses Percent of Total Expenses
Charitable Disbursements $128,221
90.2%
Compensation of Officers* $19,196
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 $2,182,624
Total Liabilities $0
Net Assets $2,182,624

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$134,229
Expenses
$119,927
Net Income
$14,302
Net Assets
$2,259,433
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $55,124
41.1%
Sales of Assets $78,268
58.3%
Other Income $837
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,010
84.2%
Compensation of Officers* $20,337
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 $2,259,433
Total Liabilities $0
Net Assets $2,259,433

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$168,342
Expenses
$106,241
Net Income
$62,101
Net Assets
$2,246,205
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,586
28.3%
Sales of Assets $116,589
69.3%
Other Income $4,167
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,800
77.0%
Compensation of Officers* $29,023
27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,246,205
Total Liabilities $0
Net Assets $2,246,205

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$109,504
Expenses
$76,957
Net Income
$32,547
Net Assets
$2,181,247
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $54,644
49.9%
Sales of Assets $54,860
50.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,878
70.0%
Compensation of Officers* $27,247
35.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,181,247
Total Liabilities $0
Net Assets $2,181,247

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,597
Expenses
$138,709
Net Income
-$73,112
Net Assets
$2,145,247
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $36
0.1%
Dividends $62,208
94.8%
Sales of Assets $3,162
4.8%
Other Income $191
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $117,881
85.0%
Compensation of Officers* $26,926
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,145,247
Total Liabilities $0
Net Assets $2,145,247

Document Links

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.

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.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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