Nonprofit · EIN 86-6240840
AJ & MD RUGGIERO MEMORIAL TRUST
Tax-exempt · CHICAGO, IL 60603
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $969,627 | $563,698 | $405,929 | $7,426,779 | $0 | $7,426,779 |
| December 31, 2024 | 990-PF | $505,486 | $503,565 | $1,921 | $7,143,050 | $0 | $7,143,050 |
| December 31, 2023 | 990-PF | $943,679 | $507,132 | $436,547 | $7,152,735 | $0 | $7,152,735 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $353,547
- Dividends
- $307,630
- Net gain from sales of assets
- $308,450
Expenses
- Grants and similar amounts paid
- $433,000
- Compensation of officers, directors and key employees
- $120,784
- Disbursements for charitable purposes
- $491,863
- Excise tax on investment income
- $7,639
Balance sheet and other
- Total assets, start of year
- $7,143,050
- Total assets, end of year
- $7,426,779
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,426,779
- Fair market value of assets
- $11,605,382
- Qualifying distributions
- $491,863
- Net investment income
- $616,080
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK NA 10 S DEARBORN ST MC IL 1-0111, CHICAGO, IL 60603 | TRUSTEE | 2 | $120,784 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK NA 10 S DEARBORN ST MC IL 1-0111, CHICAGO, IL 60603 | TRUSTEE | 2 | $112,788 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK NA 10 S DEARBORN ST MC IL 1-0111, CHICAGO, IL 60603 | TRUSTEE | 2 | $104,875 |
Address and contacts
- Address (IRS master file)
- 10 S DEARBORN IL1-0111, CHICAGO, IL 60603-2300
- In care of
- % BANK ONE ARIZONA NA TTEE
- 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-6240840
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $7,426,779
- Income (IRS master file)
- $2,107,803
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $969,627 | $563,698 | $7,426,779 | IRS |
| 990-PF | December 2024 | $505,486 | $503,565 | $7,143,050 | IRS |
| 990-PF | December 2023 | $943,679 | $507,132 | $7,152,735 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 86-6240840).
Questions about AJ & MD RUGGIERO MEMORIAL TRUST
- What is the EIN of AJ & MD RUGGIERO MEMORIAL TRUST?
- The employer identification number (EIN) of AJ & MD RUGGIERO MEMORIAL TRUST is 86-6240840.
- Is AJ & MD RUGGIERO MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to AJ & MD RUGGIERO MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AJ & MD RUGGIERO MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AJ & MD RUGGIERO MEMORIAL TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AJ & MD RUGGIERO MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of AJ & MD RUGGIERO MEMORIAL TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $120,784 (JP MORGAN CHASE BANK NA, TRUSTEE).
- How much revenue does AJ & MD RUGGIERO MEMORIAL TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $969,627, expenses of $563,698 and total assets of $7,426,779 at year end.
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