Jimmie Ullery Charitable Trust

Chicago, IL
Tax-exempt since Nov. 1972
EIN: 73-6142334

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.

Donations to this organization are tax deductible.

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

$20,543

Expenses

$28,012

Net Income

-$7,469

Net Assets

$308,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,057	73.3%
Sales of Assets	$5,486	26.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,984	78.5%
Compensation of Officers*	$9,562	34.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$308,111
Total Liabilities	$0
Net Assets	$308,111

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$9,562	$0

990-PF

Filed on June 9, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2024

Revenue

$19,236

Expenses

$28,045

Net Income

-$8,809

Net Assets

$315,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,276	58.6%
Sales of Assets	$7,957	41.4%
Other Income	$3	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,127	78.9%
Compensation of Officers*	$8,891	31.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$315,538
Total Liabilities	$0
Net Assets	$315,538

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$8,891	$0

990-PF

Filed on June 5, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2023

Revenue

$17,121

Expenses

$30,184

Net Income

-$13,063

Net Assets

$324,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,046	64.5%
Sales of Assets	$6,075	35.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,960	79.4%
Compensation of Officers*	$8,825	29.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$324,858
Total Liabilities	$0
Net Assets	$324,858

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$8,825	$0

990-PF

Filed on June 5, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2022

Revenue

$28,884

Expenses

$27,621

Net Income

$1,263

Net Assets

$337,361

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,511	50.2%
Sales of Assets	$14,371	49.8%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,565	78.1%
Compensation of Officers*	$9,536	34.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$337,361
Total Liabilities	$0
Net Assets	$337,361

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$9,536	$0

990-PF

Filed on June 6, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2021

Revenue

$22,428

Expenses

$26,965

Net Income

-$4,537

Net Assets

$336,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,339	41.6%
Sales of Assets	$13,089	58.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,697	76.8%
Compensation of Officers*	$8,088	30.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$336,095
Total Liabilities	$1
Net Assets	$336,094

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$8,088	$0

990-PF

Filed on June 4, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2020

Revenue

$29,284

Expenses

$25,562

Net Income

$3,722

Net Assets

$340,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,339	35.3%
Sales of Assets	$18,944	64.7%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,897	77.8%
Compensation of Officers*	$7,712	30.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$340,632
Total Liabilities	$1
Net Assets	$340,631

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$7,712	$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 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.
2018

Revenue

$32,124

Expenses

$23,901

Net Income

$8,223

Net Assets

$343,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,805	30.5%
Sales of Assets	$22,319	69.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,263	80.6%
Compensation of Officers*	$7,367	30.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$343,298
Total Liabilities	$0
Net Assets	$343,298

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$7,367	$0

990-PF

Filed on June 11, 2018

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

View Filing

Schedules ▼

PDF XML

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

$10,860

Expenses

$26,839

Net Income

-$15,979

Net Assets

$353,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200	1.8%
Interest Revenue	$0
Dividends	$8,510	78.4%
Sales of Assets	$1,888	17.4%
Other Income	$262	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,967	81.8%
Compensation of Officers*	$7,223	26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$353,154
Total Liabilities	$0
Net Assets	$353,154

990-PF

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

PDF

Fiscal Year Ending Jan.
2015

Revenue

$35,016

Expenses

$25,877

Net Income

$9,139

Net Assets

$369,136

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,319	29.5%
Sales of Assets	$24,697	70.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,725	76.2%
Compensation of Officers*	$7,500	29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$369,136
Total Liabilities	$0
Net Assets	$369,136

990-PF

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

PDF

Fiscal Year Ending Jan.
2014

Revenue

$22,215

Expenses

$25,001

Net Income

-$2,786

Net Assets

$359,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,215	32.5%
Sales of Assets	$14,850	66.8%
Other Income	$150	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,328	77.3%
Compensation of Officers*	$7,296	29.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$359,997
Total Liabilities	$0
Net Assets	$359,997

990-PF

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

PDF

Fiscal Year Ending Jan.
2013

Revenue

$10,229

Expenses

$24,601

Net Income

-$14,372

Net Assets

$363,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,206	70.4%
Sales of Assets	$3,023	29.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,809	76.5%
Compensation of Officers*	$6,829	27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$363,669
Total Liabilities	$0
Net Assets	$363,669

990-PF

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

PDF

Fiscal Year Ending Jan.
2012

Revenue

$23,194

Expenses

$25,203

Net Income

-$2,009

Net Assets

$378,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$7,811	33.7%
Sales of Assets	$15,378	66.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,515	77.4%
Compensation of Officers*	$6,889	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	$378,009
Total Liabilities	$1
Net Assets	$378,008

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.

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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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Jimmie Ullery Charitable Trust

Organization summary

Type of Nonprofit

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

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Jan. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

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.
2018

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