Private Foundation

IMB CHARITABLE TRUST CO JEFFREY A PRITIKIN & ASSOCIATES LLC

Based in DEERFIELD, IL, IMB CHARITABLE TRUST CO JEFFREY A PRITIKIN & ASSOCIATES LLC operates as a Private Foundation. The organization reported $-10K in revenue, $385K in expenses, $3.9M in total assets for fiscal year 2024. Imperigo tracks 8 reported grants from this foundation totaling approximately $2.3M.

EIN: 476832122 DEERFIELD, IL Latest filing: 2024

Total Revenue$-10K

Total Expenses$385K

Total Assets$3.9M

Grants Given8

Grant Total$2.3M

Filing Years2020–2024

Sample Grants Given

THE CHICAGO COMMUNITY TRUST

CHICAGO, IL · 2024

TO FURTHER THE ORGANIZATIONS CHARITABLE GOALS

$262,072

THE CHICAGO COMMUNITY TRUST

CHICAGO, IL · 2023

TO FURTHER THE ORGANIZATIONS CHARITABLE GOALS

$277,105

THE CHICAGO COMMUNITY TRUST

CHICAGO, IL · 2022

TO FURTHER THE ORGANIZATIONS CHARITABLE GOALS

$319,217

THE CHICAGO COMMUNITY TRUST

CHICAGO, IL · 2021

TO FURTHER THE ORGANIZATIONS CHARITABLE GOALS

$283,585

THE CHICAGO COMMUNITY TRUST

CHICAGO, IL · 2020

TO FURTHER THE ORGANIZATIONS CHARITABLE GOALS

$291,239

Showing up to 5 of 8 total records — full history available with membership.

Officers & Directors

CO-Trustee Benjamin D Holland

CO-Trustee Jeffrey A Pritikin

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO FURTHER THE ORGANIZATIONS CHARITABLE GOALS

$2,304,341 8 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$-10K	$385K	$3.9M
2023	$223K	$396K	$4.3M
2022	$261K	$443K	$4.5M
2021	$264K	$410K	$4.7M
2020	$218K	$411K	$4.8M

Between 2020 and 2024, reported annual revenue moved from $218K to $-10K, with total assets most recently reported at $3.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IL.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for IMB CHARITABLE TRUST CO JEFFREY A PRITIKIN & ASSOCIATES LLC

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports