James Atkinson Charitable Trust

Chicago, IL
Tax-exempt since Nov. 1998
EIN: 86-6214732

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.

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 March
2025

Revenue

$30,109

Expenses

$38,432

Net Income

-$8,323

Net Assets

$423,584

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,403	64.4%
Sales of Assets	$10,706	35.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,774	82.7%
Compensation of Officers*	$9,809	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$423,584
Total Liabilities	$0
Net Assets	$423,584

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$9,809	$0

990-PF

Filed on July 9, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2024

Revenue

$18,298

Expenses

$32,019

Net Income

-$13,721

Net Assets

$425,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,370	84.0%
Sales of Assets	$2,928	16.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,530	79.7%
Compensation of Officers*	$8,936	27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$425,895
Total Liabilities	$0
Net Assets	$425,895

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$8,936	$0

990-PF

Filed on July 8, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2023

Revenue

$25,277

Expenses

$35,883

Net Income

-$10,606

Net Assets

$441,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,512	69.3%
Sales of Assets	$7,765	30.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,247	81.5%
Compensation of Officers*	$8,900	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$441,855
Total Liabilities	$0
Net Assets	$441,855

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$8,900	$0

990-PF

Filed on Aug. 7, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2022

Revenue

$31,756

Expenses

$34,504

Net Income

-$2,748

Net Assets

$452,459

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,428	54.9%
Sales of Assets	$14,328	45.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,100	78.5%
Compensation of Officers*	$10,321	29.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$452,459
Total Liabilities	$0
Net Assets	$452,459

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$10,321	$0

990-PF

Filed on Aug. 8, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2021

Revenue

$33,990

Expenses

$33,399

Net Income

$591

Net Assets

$455,258

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,571	34.0%
Sales of Assets	$22,419	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,923	77.6%
Compensation of Officers*	$9,282	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	$455,259
Total Liabilities	$1
Net Assets	$455,258

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$9,282	$0

990-PF

Filed on Aug. 4, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2020

Revenue

$37,122

Expenses

$32,566

Net Income

$4,556

Net Assets

$454,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,976	37.6%
Sales of Assets	$22,880	61.6%
Other Income	$266	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,167	80.4%
Compensation of Officers*	$9,141	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$454,745
Total Liabilities	$1
Net Assets	$454,744

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$9,141	$0

990-PF

Filed on Aug. 7, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2019

Revenue

$26,680

Expenses

$32,841

Net Income

-$6,161

Net Assets

$450,205

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,347	50.0%
Sales of Assets	$13,333	50.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,112	82.6%
Compensation of Officers*	$7,185	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$450,205
Total Liabilities	$0
Net Assets	$450,205

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$7,185	$0

990-PF

Filed on Aug. 6, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2018

Revenue

$36,188

Expenses

$29,087

Net Income

$7,101

Net Assets

$456,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,983	33.1%
Sales of Assets	$24,205	66.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,118	86.4%
Compensation of Officers*	$5,096	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$456,379
Total Liabilities	$0
Net Assets	$456,379

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$5,096	$0

990-PF

Filed on Aug. 8, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
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

PDF (2 of 2)

Fiscal Year Ending March
2016

Revenue

$21,537

Expenses

$31,424

Net Income

-$9,887

Net Assets

$463,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,123	51.6%
Sales of Assets	$10,414	48.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,265	89.9%
Compensation of Officers*	$5,043	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$463,857
Total Liabilities	$0
Net Assets	$463,857

990-PF

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

PDF

Fiscal Year Ending March
2015

Revenue

$19,816

Expenses

$34,289

Net Income

-$14,473

Net Assets

$473,742

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,156	61.3%
Sales of Assets	$7,476	37.7%
Other Income	$184	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,757	86.8%
Compensation of Officers*	$5,065	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$473,742
Total Liabilities	$0
Net Assets	$473,742

990-PF

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

PDF

Fiscal Year Ending March
2014

Revenue

$32,551

Expenses

$23,147

Net Income

$9,404

Net Assets

$484,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,157	34.3%
Sales of Assets	$21,041	64.6%
Other Income	$353	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,455	79.7%
Compensation of Officers*	$5,020	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$484,857
Total Liabilities	$0
Net Assets	$484,857

990-PF

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

PDF

Fiscal Year Ending March
2013

Revenue

$16,113

Expenses

$37,059

Net Income

-$20,946

Net Assets

$477,458

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,562	65.5%
Sales of Assets	$5,551	34.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,874	88.7%
Compensation of Officers*	$5,032	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$477,458
Total Liabilities	$0
Net Assets	$477,458

990-PF

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

PDF

Fiscal Year Ending March
2012

Revenue

$30,986

Expenses

$29,514

Net Income

$1,472

Net Assets

$498,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$11,315	36.5%
Sales of Assets	$19,659	63.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,357	85.9%
Compensation of Officers*	$5,115	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$498,403
Total Liabilities	$0
Net Assets	$498,403

990

Primary tax return for a nonprofit’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.

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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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James Atkinson Charitable Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending March
2025

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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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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2002