Nonprofit · EIN 06-6287322
ALFRED ERK CHARITABLE EDUCATION CHARITABLE TRUST
Tax-exempt · CHICAGO, IL 60603
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $11,633 | $17,864 | -$6,231 | $130,987 | $0 | $130,987 |
| September 30, 2024 | 990-PF | $7,171 | $13,031 | -$5,860 | $136,719 | $0 | $136,719 |
| September 30, 2023 | 990-PF | $12,193 | $15,595 | -$3,402 | $141,092 | $0 | $141,092 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $6,577
- Net gain from sales of assets
- $5,039
- Other income
- $17
Expenses
- Grants and similar amounts paid
- $10,500
- Compensation of officers, directors and key employees
- $4,954
- Disbursements for charitable purposes
- $14,627
- Excise tax on investment income
- $116
Balance sheet and other
- Total assets, start of year
- $136,719
- Total assets, end of year
- $130,987
- Total liabilities, end of year
- $0
- Net assets, end of year
- $130,987
- Fair market value of assets
- $242,774
- Qualifying distributions
- $14,627
- Net investment income
- $11,616
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK NA 10 S DEARBORN STMC IL1-0111, CHICAGO, IL 60603 | TRUSTEE | 2 | $4,954 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK NA 10 S DEARBORN STMC IL1-0111, CHICAGO, IL 60603 | TRUSTEE | 2 | $4,622 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK NA 10 S DEARBORN STMC IL1-0111, CHICAGO, IL 60603 | TRUSTEE | 2 | $4,213 |
Address and contacts
- Address (IRS master file)
- 10 S DEARBORN IL1-0111, CHICAGO, IL 60603-2300
- In care of
- % JPMORGAN CHASE BANK
- Signed the 990-PF
- KRYSTAL ZEC, ExecDirector
- Phone
- (800) 496-2583
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 06-6287322
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1987
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $130,987
- Income (IRS master file)
- $43,165
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $11,633 | $17,864 | $130,987 | XML |
| 990-PF | September 2024 | $7,171 | $13,031 | $136,719 | XML |
| 990-PF | September 2023 | $12,193 | $15,595 | $141,092 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6287322).
Questions about ALFRED ERK CHARITABLE EDUCATION CHARITABLE TRUST
- What is the EIN of ALFRED ERK CHARITABLE EDUCATION CHARITABLE TRUST?
- The employer identification number (EIN) of ALFRED ERK CHARITABLE EDUCATION CHARITABLE TRUST is 06-6287322.
- Is ALFRED ERK CHARITABLE EDUCATION CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to ALFRED ERK CHARITABLE EDUCATION CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALFRED ERK CHARITABLE EDUCATION CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALFRED ERK CHARITABLE EDUCATION CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALFRED ERK CHARITABLE EDUCATION CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of ALFRED ERK CHARITABLE EDUCATION CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,954 (JP MORGAN CHASE BANK NA, TRUSTEE).
- How much revenue does ALFRED ERK CHARITABLE EDUCATION CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $11,633, expenses of $17,864 and total assets of $130,987 at year end.
Other nonprofits in CHICAGO
- NORTHWESTERN MEMORIAL HEALTHCARE EIN 36-4724966 · last filed 990 for 2025
- UNIVERSITY OF CHICAGO EIN 36-2177139 · last filed 990 for 2025
- CENTRAL STATES SOUTHEAST & SOUTHWEST AREAS HEALTH & WELFARE F EIN 36-2154936 · last filed 990 for 2024
- FEEDING AMERICA EIN 36-3673599 · last filed 990 for 2025
- UNIVERSITY OF CHICAGO MEDICAL CENTER EIN 36-3488183 · last filed 990 for 2025
- NORTHWESTERN MEMORIAL HEALTHCARE EIN 36-3152959 · last filed 990 for 2025
- RUSH UNIVERSITY MEDICAL CENTER EIN 36-2174823 · last filed 990 for 2025
- THE CHICAGO COMMUNITY TRUST EIN 36-2167000 · last filed 990 for 2025