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← KARL PERL CHARITABLE TR

Form 990 for tax year 2024

Filed by KARL PERL CHARITABLE TR.

Totals

Total revenue
$400,079
Total expenses
$350,000
Contributions and grants received
$0
Grants paid
$350,000
Program service revenue
$0
Investment income
$15
Other revenue
$400,064
Total assets, end of year
$2,278,052
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,278,052
Program services expenses (Part IX)
$350,000
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$350,000

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID S ROSEN

    TRUSTEE

    Total calculated
    $558,110
    From this org
    $0
    From related orgs
    $452,292
    Other
    $105,818
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,768 related
    Bonus
    $0
    Other
    $0 + $37,524 related
    Deferred
    $0 + $85,133 related
    Nontaxable benefits
    $0 + $21,307 related
    Filer's total
    $0 + $558,732 related

  • ELISSA POLAN

    TRUSTEE

    Total calculated
    $161,592
    From this org
    $0
    From related orgs
    $121,837
    Other
    $39,755
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $121,572 related
    Bonus
    $0
    Other
    $0 + $265 related
    Deferred
    $0 + $26,087 related
    Nontaxable benefits
    $0 + $14,111 related
    Filer's total
    $0 + $162,035 related

  • BARRON S PERL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • SHELDON G PERL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • JULIE ANN SKLAVER

    TRUSTEE - PART YEAR

    Total calculated
    $152,278
    From this org
    $0
    From related orgs
    $114,277
    Other
    $38,001
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $114,077 related
    Bonus
    $0
    Other
    $0 + $200 related
    Deferred
    $0 + $17,903 related
    Nontaxable benefits
    $0 + $20,117 related
    Filer's total
    $0 + $152,297 related

  • CLAIRE PEACEMAN

    TRUSTEE

    Total calculated
    $81,123
    From this org
    $0
    From related orgs
    $69,331
    Other
    $11,792
    Hours/week
    1 + 39 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
DAVID ROSEN: THE JEWISH FEDERATION HAS AN AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 PER YEAR BEGINNING IN 2018 AND ENDING IN 2028. IN 2017, THE JEWISH FEDERATION ENTERED INTO A SECOND AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 BEGINNING IN 2022 AND ENDING IN 2032. IN TOTAL, DAVID ROSEN RECEIVED $50,000 OF DISTRIBUTIONS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS IN 2024.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER UNITRUSTS (17)

    T · CHARITABLE TRUST · IL

  • CHARITABLE REMAINDER ANNUITY TRUSTS (2)

    T · CHARITABLE TRUST · IL

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202543159349306064

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