Jane K Caldwell Charitable Tr 3402207000

Chicago, IL
Tax-exempt since Feb. 1999
EIN: 61-6215681

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$32.8k (2024)

Expenses

$31.1k (2024)

Total Assets

$401k (2024)

Total Liabilities

$0 (2024)

Years with missing data

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 Dec.
2024

Revenue

$32,761

Expenses

$31,067

Net Income

$1,694

Net Assets

$400,908

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,163	55.4%
Sales of Assets	$14,598	44.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,539	79.0%
Compensation of Officers*	$9,055	29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$400,908
Total Liabilities	$0
Net Assets	$400,908

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$9,055	$0

990-PF

Filed on May 7, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$20,362

Expenses

$31,343

Net Income

-$10,981

Net Assets

$400,203

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,989	73.6%
Sales of Assets	$5,242	25.7%
Other Income	$131	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,300	80.7%
Compensation of Officers*	$8,487	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$400,203
Total Liabilities	$0
Net Assets	$400,203

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$8,487	$0

990-PF

Filed on April 22, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$6,723

Expenses

$42,281

Net Income

-$35,558

Net Assets

$412,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,404	> 100%
Sales of Assets	-$9,681
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,312	83.5%
Compensation of Officers*	$9,073	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$412,019
Total Liabilities	$0
Net Assets	$412,019

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$9,073	$0

990-PF

Filed on May 1, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$35,998

Expenses

$32,828

Net Income

$3,170

Net Assets

$440,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,311	45.3%
Sales of Assets	$19,687	54.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,747	78.4%
Compensation of Officers*	$9,693	29.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$440,271
Total Liabilities	$0
Net Assets	$440,271

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$9,693	$0

990-PF

Filed on April 25, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$32,068

Expenses

$30,668

Net Income

$1,400

Net Assets

$437,059

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,823	33.8%
Sales of Assets	$21,245	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,798	80.9%
Compensation of Officers*	$7,637	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	$437,060
Total Liabilities	$1
Net Assets	$437,059

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Na (Trustee)	$7,637	$0

990-PF

Filed on April 27, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$29,113

Expenses

$32,138

Net Income

-$3,025

Net Assets

$435,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,222	45.4%
Sales of Assets	$15,891	54.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,146	81.4%
Compensation of Officers*	$7,300	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$435,664
Total Liabilities	$1
Net Assets	$435,663

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$7,300	$0

990-PF

Filed on June 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$27,281

Expenses

$27,650

Net Income

-$369

Net Assets

$438,683

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,850	47.1%
Sales of Assets	$14,431	52.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,204	91.2%
Compensation of Officers*	$3,174	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	$438,683
Total Liabilities	$0
Net Assets	$438,683

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$3,174	$0

990-PF

Filed on May 6, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$23,360

Expenses

$33,252

Net Income

-$9,892

Net Assets

$439,087

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,805	46.3%
Sales of Assets	$11,680	50.0%
Other Income	$875	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,515	94.8%
Compensation of Officers*	$2,387	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	$439,087
Total Liabilities	$0
Net Assets	$439,087

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$2,387	$0

990-PF

Filed on May 9, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

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 Dec.
2015

Revenue

$10,566

Expenses

$26,970

Net Income

-$16,404

Net Assets

$458,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,345	97.9%
Sales of Assets	$414	3.9%
Other Income	-$193

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,407	94.2%
Compensation of Officers*	$2,354	8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$458,271
Total Liabilities	$0
Net Assets	$458,271

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$16,713

Expenses

$27,665

Net Income

-$10,952

Net Assets

$474,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,975	71.7%
Sales of Assets	$4,675	28.0%
Other Income	$63	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,431	84.7%
Compensation of Officers*	$2,427	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$474,688
Total Liabilities	$0
Net Assets	$474,688

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$63,402

Expenses

$27,438

Net Income

$35,964

Net Assets

$485,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,616	12.0%
Sales of Assets	$54,555	86.0%
Other Income	$1,231	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,252	92.0%
Compensation of Officers*	$1,673	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	$485,762
Total Liabilities	$0
Net Assets	$485,762

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$5,929

Expenses

$24,314

Net Income

-$18,385

Net Assets

$449,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,116	> 100%
Sales of Assets	$0
Other Income	-$2,187

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,847	98.1%
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	$449,798
Total Liabilities	$0
Net Assets	$449,798

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$23,121

Expenses

$24,844

Net Income

-$1,723

Net Assets

$468,183

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,399	58.0%
Sales of Assets	$9,722	42.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,690	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	$468,183
Total Liabilities	$0
Net Assets	$468,183

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.

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Types of Nonprofits

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Updated January 26, 2026

Jane K Caldwell Charitable Tr 3402207000

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $32.8k (2024)

Expenses $31.1k (2024)

Total Assets $401k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$32.8k (2024)

Expenses

$31.1k (2024)

Total Assets

$401k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2020

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2018

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Fiscal Year Ending Dec.
2016

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2015

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

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2011

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