Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
 
Number and street (or P.O. box number if mail is not delivered to street address)5916 Longview Drive
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Countryside, IL60525
A Employer identification number

20-6090921
B Telephone number (see instructions)

(708) 588-1162
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,590,140J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 20,538
2 Check bullet.............
3 Interest on savings and temporary cash investments 12,060 12,060  
4 Dividends and interest from securities... 128,929 128,929  
5a Gross rents............ 47,060 47,950  
b Net rental income or (loss) 32,867
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 51,482
b Gross sales price for all assets on line 6a 264,234
7 Capital gain net income (from Part IV, line 2)... 51,482
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 126,689 81,405 26,206
12 Total. Add lines 1 through 11........ 386,758 321,826 26,206
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 50,419 1,904   50,000
b Accounting fees (attach schedule)....... Click to see attachment 3,282 3,282    
c Other professional fees (attach schedule)....        
17 Interest............... 139 139    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,736 6,588   148
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 15,782 14,231   1,551
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 76,358 26,144   51,699
25 Contributions, gifts, grants paid....... 284,150 284,150
26 Total expenses and disbursements. Add lines 24 and 25 360,508 26,144   335,849
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 26,250
b Net investment income (if negative, enter -0-) 295,682
c Adjusted net income (if negative, enter -0-)... 26,206
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 112,007 260,309  
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 4,473 2,873  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,062,948 Click to see attachment1,018,758 1,334,153
14 Land, buildings, and equipment: basis bullet369,291
Less: accumulated depreciation (attach schedule) bullet   366,981 Click to see attachment369,291 450,001
15 Other assets (describe bullet) Click to see attachment2,883,378 Click to see attachment2,805,986 Click to see attachment2,805,986
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,429,787 4,457,217 4,590,140
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment10,526 Click to see attachment11,706
23 Total liabilities (add lines 17 through 22)......... 10,526 11,706
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,419,261 4,445,511
30 Total net assets or fund balances (see instructions)..... 4,419,261 4,445,511
31 Total liabilities and net assets/fund balances (see instructions). 4,429,787 4,457,217
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,419,261
2
Enter amount from Part I, line 27a .....................
2
26,250
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,445,511
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,445,511
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Intereactive Brokers ST Covered P 2018-01-01 2018-12-31
b Intereactive Brokers LT Covered P 2015-12-31 2018-12-31
c Intereactive Brokers LT Other P 2015-12-31 2018-12-31
d Edward Jones ST Covered P 2018-01-01 2018-12-31
e Edward Jones LT Covered P 2015-12-31 2018-12-31
Edward Jones LT Noncovered P 2015-12-31 2018-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 82,710   87,508 -4,184
b 57,543   36,357 21,186
c 752     752
d 1,331   1,265 66
e 2,680   2,547 133
119,218   85,689 33,529
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -4,184
b       21,186
c       752
d       66
e       133
      33,529
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 51,482
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -4,118
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 205,711 4,677,378 000.043980
2016 174,377 4,585,027 000.038032
2015 152,065 5,011,769 000.030342
2014 222,180 4,945,266 000.044928
2013 270,525 3,401,944 000.079521
2
Total of line 1, column (d) .....................
2
000.236803
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
000.047361
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,558,493
5
Multiply line 4 by line 3......................
5
215,895
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,957
7
Add lines 5 and 6........................
7
218,852
8
Enter qualifying distributions from Part XII, line 4,.............
8
335,849
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,957
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,957
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,957
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,873
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,300
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 6173 7 6,173
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,216
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet3,216 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRandall S Jaros Telephone no.bullet (708) 588-1162

    Located atbullet5916 Longview DriveCountrysideIL ZIP+4bullet60525
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Arthur G Jaros Jr Co-Trustee
    002.00     		0    
    1200 Harger Rd Ste 830
    Oak Brook,IL60523
    Wesley A Jaros Co-Trustee
    002.00     		0    
    1113 Black Oak Drive
    Downers Grove,IL60515
    Randall S Jaros Co-Trustee
    008.00     		0    
    5916 Longview Drive
    Countryside,IL60525
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,290,864
    b
    Average of monthly cash balances.......................
    1b
    90,997
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,255,987
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,637,848
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    9,936
    3
    Subtract line 2 from line 1d.........................
    3
    4,627,912
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    69,419
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,558,493
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    227,925
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    227,925
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,957
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,957
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    224,968
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    224,968
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    224,968
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    335,849
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    335,849
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    2,957
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    332,892
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 224,968
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 223,392
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 335,849
    a Applied to 2017, but not more than line 2a 223,392
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 112,457
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		112,511
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Administer Justice
    1750 Grandstand Place Suite 15
    Elgin,IL60123     		  PC Funding of non-profit legal services organization 2,500
    Alliance Defending Freedom
    1510 N 90th Street
    Scottsdale,AZ85260     		  PC Funding of non-profit legal services organization 5,360
    American Center for Law & Justice
    PO Box 90555
    Washington,DC20090     		  PC Funding of non-profit legal services organization 3,000
    American Family Association
    PO Drawer 2440
    Tupelo,MS38803     		  PC Funding of public policy advocacy program 5,600
    Americans for Truth
    PO Box 5522
    Naperville,IL60567     		  PC Funding of public policy advocacy program 4,800
    Apologetics Afield
    PO Box 112
    Clarcona,FL32710     		  PC Funding of Christian apologetics ministry 1,100
    Azuza Pacific University
    901 E Alosta Avenue
    Azuza,CA91702     		  PC Funding of academic institution of higher learning 1,000
    Bethel Evangelical Congregational Church
    131 N Court Street
    Dixon,IL61021     		  PC Contributions to General Fund, Building Fund, Benevolence Fund and Missions Fund 11,000
    Bible League International
    1 Bible League Plaza
    Crete,IL60417     		  PC Funding of Christian evangelistic ministry 3,000
    Biola University
    13800 Biola Avenue
    La Mirada,CA90639     		  PC Funding of academic institution of higher learning 1,000
    Camp Beachpoint
    3212 125th Avenue
    Allegan,MI490109260     		  PC Funding of Christian camping ministry 1,000
    Convention of the States Foundation
    5850 San Felipe Street Suite 575
    Houston,TX77057     		  PC Funding of public policy advocacy program 500
    Caring Network Illinois
    1200 Roosevelt Road Suite 114
    Glen Ellyn,IL60137     		  PC Funding of womens pregnancy counseling service 9,080
    Central Bible Church
    940 W Galena Blvd
    Aurora,IL60506     		  PC Contributions to Building Fund 5,000
    Child Evangelism Fellowship
    702 S Grace Street
    Lombard,IL60148     		  PC Funding of Christian evangelistic ministry 4,020
    Christian Legal Society
    PO Box 365
    Forest,VA24551     		  PC Funding of non-profit legal services organization 5,300
    Community Church of Boulder Junction
    PO Box 14
    Boulder Junction,WI54512     		  PC Contributions to General Fund 5,000
    The Cru Foundation
    100 Lake Hart Drive Suite 3600
    Orlando,FL32832     		  PC Funding of Christian evangelistic ministry 1,320
    The Cru Foundation (Family Life Ministries)
    100 Lake Hart Drive Suite 3600
    Orlando,FL32832     		  PC Funding of Christian evangelistic ministry 5,400
    Cup of Cold Water Ministries
    PO Box 318
    Newark,IL60541     		  PC Funding of Christian evangelistic ministry 6,600
    Defenders Media
    108 W Main Street
    West Chicago,IL60185     		  PC Funding of Christian apologetics ministry 19,200
    Evangelical Free Church of America
    901 E 78th Street
    Minneapolis,MN55420     		  PC Funding of Christian evangelistic ministry 15,000
    Emmanuel Bible Church
    6630 W Ogden Avenue
    Berwyn,IL60402     		  PC Contributions to General Fund, Building Fund, Benevolence Fund and Missions Fund 15,050
    Food for the Poor
    6401 Lyons Road
    Coconut Creek,FL33073     		  PC Funding of Christian humanitarian organization 3,000
    Foundation for Reasonable Christianity
    PO Box 9584
    Newport Beach,CA92658     		  PC Funding of Christian apologetics ministry 24,000
    Good News Jail & Prison Ministry
    PO Box 9760
    Henrico,VA23228     		  PC Funding of Christian evangelistic ministry 600
    Gulf Coast FCA
    1728 S Lakeside Court
    Venice,FL34293     		  PC Funding of Christian evangelistic ministry 1,700
    Heritage Foundation
    214 Massachusetts Avenue NE
    Washington,DC20002     		  PC Funding of public policy advocacy programFunding of public policy advocacy program 5,000
    Hillsdale College
    33 E College Street
    Hillsdale,MI49242     		  PC Funding of academic institution of higher learning 5,000
    Illinois Family Institute
    PO Box 88848
    Carol Stream,IL60188     		  PC Funding of public policy advocacy program 16,200
    Illinois Policy Institute
    190 S LaSalle Street Suite 1500
    Chicago,IL60603     		  PC Funding of public policy advocacy program 6,000
    Independent Institute
    100 Swan Way
    Oakland,CA946211428     		  PC Funding of public policy advocacy program 1,000
    Inner City Impact
    3327 W Fullerton Avenue
    Chicago,IL60647     		  PC Funding of Christian evangelistic ministry 800
    Jesus Online Ministries
    PO Box 1643
    Higley,AZ85236     		  PC Funding of Christian educational ministry 15,000
    Jiaoshi Ministries
    2609 Greywall Ave
    Ocoee,FL34761     		  PC Funding of Christian apologetics ministry 100
    Judicial Watch
    PO Box 96234
    Washington,DC200906234     		  PC Funding of public policy advocacy program 2,500
    K-Love Radio Network
    PO Box 779002
    Rocklin,CA95677     		  PC Funding of non-commercial radio network 1,200
    Life Outreach International
    PO Box 982000
    Fort Worth,TX761828000     		  PC Funding of Christian humanitarian organization 480
    Live Action
    2200 Wilson Blvd Suite 102
    Arlington,VA22201     		  PC Funding of Christian educational ministry 2,000
    Lombard Gospel Chapel
    369 N Stewart Avenue
    Lombard,IL60148     		  PC Contributions to General Fund and Building Fund 2,000
    Moody Global Ministries
    820 N LaSalle Blvd
    Chicago,IL60610     		  PC Funding of non-commercial radio network 240
    Movieguideorg
    4073 Mission Oaks Blvd
    Camarillo,CA93012     		  PC Funding of Christian educational ministry 240
    Northern Lakes Ministries
    2750 Bible Camp Road
    Rhinelander,WI54501     		  PC Funding of Christian camping ministry 5,000
    Pacific Garden Mission
    1458 S Canal Street
    Chicago,IL60607     		  PC Funding of Christian humanitarian organization 1,000
    Pine Grove Community Church
    1360 N Stevens Street
    Rhinelander,WI54501     		  PC Contributions to General Fund 5,480
    Pioneers
    10123 William Carey Drive
    Orlando,FL32832     		  PC Funding of Christian evangelistic ministry 1,200
    Prager University Foundation
    15021 Ventura Blvd Suite 552
    Sherman Oaks,CA91403     		  PC Funding of public policy educational program 3,000
    Reconciliation Ministries
    PO Box 238
    Medina,WA98039     		  PC Funding of Christian ministry to the Middle East 720
    Salvation Army
    5040 N Pulaski Road
    Chicago,IL60630     		  PC Funding of Christian humanitarian organization 5,600
    Samaritan's Purse
    PO Box 3000
    Boone,NC28607     		  PC Funding of Christian humanitarian organization 20,000
    SAT-7
    PO Box 2770
    Easton,MD21601     		  PC Funding of Christian educational ministry 1,000
    Shriners Hospitals for Children
    2900 Rocky Point Drive
    Tampa,FL33607     		  PC Funding of not-for-profit hospital 3,000
    Spiritual Overseers Service International
    PO Box 5985
    La Quinta,CA92248     		  PC Funding of Christian evangelistic ministry 960
    Squash Lake Association
    PO Box 511
    Rhinelander,WI54501     		  PC Funding of lake ecological organization 300
    St Jude Children's Research Hospital
    501 St Jude Place
    Memphis,TN38105     		  PC Funding of not-for-profit hospital 3,000
    The Bible Project
    3937 NE 37th Avenue
    Portland,OR97212     		  PC Funding of Christian educational ministry 600
    Evangelical Congregational Church
    100 West Park Avenue
    Myerstown,PA17067     		  PC Contributions to Missions Fund 5,000
    The Orchard Evangelical Free Church
    1301 S Grove Avenue
    Barrington,IL60010     		  PC Contributions to General Fund 1,000
    The Starting Point Project
    1010 S Comanche Lane
    Waukesha,WI53188     		  PC Funding of Christian education ministry 600
    Trinity Lutheran Church
    235 N Stevens Street
    Rhinelander,WI54501     		  PC Contributions to Youth Ministry 500
    United American Patriots
    1800 Diagonal Road Suite 600
    Alexandria,VA22314     		  PC Funding of non-profit legal services organization 500
    Unlocking the Bible
    PO Box 3454
    Barrington,IL60011     		  PC Funding of Christian evangelistic ministry 1,000
    World Team
    1431 Stuckert Road
    Warrington,PA18976     		  PC Funding of Christian evangelistic ministry 600
    Wounded Warrior Project
    PO Box 758540
    Topeka,KS66675     		  PC Contributions to philanthropic organization to veterans 2,000
    Youth for Christ (Downers Grove Campus Life)
    232 Main Street NS Suite 103
    Bourbonnais,IL60914     		  PC Funding of Downers Grove area Campus Life ministry 4,200
    Total .................................bullet 3a 284,150
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		        12,060
    4 Dividends and interest from securities....         128,929
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....         32,867
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....         126,689
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        51,482
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     352,027
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    352,027
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3 Funds generated are being accumulated to fund the construction and operation of a Christian camp in Wisconsin
    3 and support our ability to make contributions to other charities.
    4 Funds generated are being accumulated to fund the construction and operation of a Christian camp in Wisconsin
    4 and support our ability to make contributions to other charities.
    5b Funds generated are being accumulated to fund the construction and operation of a Christian camp in Wisconsin
    5b and support our ability to make contributions to other charities.
    7 Funds generated are being accumulated to fund the construction and operation of a Christian camp in Wisconsin
    7 and support our ability to make contributions to other charities.
    8 Funds generated are being accumulated to fund the construction and operation of a Christian camp in Wisconsin
    8 and support our ability to make contributions to other charities.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007340
    Software Version: 19.1.1.0
    Part VI Line 7 - Tax Paid with the Original Return: 6,173


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
     
    Employer identification number

    20-6090921
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
          		Employer identification number
    20-6090921
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Arthur G Jaros Sr Declaration of Tr  
    5916 Longview Drive
     
    Countryside, IL60525

    		$ 20,538


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
          		Employer identification number

    20-6090921
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
          		Employer identification number

    20-6090921
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID: 18007340
    Software Version: 19.1.1.0

    TY 2018 AccountingFeesSchedule
    Name:
    Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
    EIN:
    20-6090921
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Randall S. Jaros, CPA 3,282 3,282    

    TY 2018 InvestmentsOtherSchedule2
    Name:
    Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
    EIN:
    20-6090921
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Investment account Edward Jones AT COST 560,508 803,815
    Investment account Alluvial AT COST 458,250 530,338

    TY 2018 LandEtcSchedule2
    Name:
    Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
    EIN:
    20-6090921
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Squash Lake unimproved land 1   1 1
    Westchester 3-unit house 369,290   369,290 450,000


    TY 2018 LegalFeesSchedule
    Name:
    Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
    EIN:
    20-6090921
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Law Office of Arthur G. Jaros, Jr. 41,904 1,904   40,000
    Michael D. Dean, LLC 8,515     10,000


    TY 2018 OtherAssetsSchedule
    Name:
    Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
    EIN:
    20-6090921
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Program-related invest - mtg loans 2,858,607 2,768,910 2,768,910
    Program-related invest - deficit bal mtg escrows 24,771 37,076 37,076


    TY 2018 OtherExpensesSchedule
    Name:
    Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
    EIN:
    20-6090921
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Expenses on rental property nonlegal 14,193 14,193    
    Office expense 38 38    
    Legal expenses - Bible camp litigation 1,485     1,485
    Bank charges 66     66


    TY 2018 OtherIncomeSchedule2
    Name:
    Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
    EIN:
    20-6090921
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Mortgage interest income 75,233 75,233  
    Loan interest 2,561 2,561  
    Other interest income 813 813  
    Foreign currency exchange gains losses Alluvial 1,552 1,552  
    Other income Arthur G Jaros Sr Decl of Trust 907 907  
    Ordinary business income Arthur G Jaros Sr Decl of Trust 339 339  
    Tax-exempt interest income Arthur G Jaros Sr Decl of Trust 26,206   26,206
    Nondividend distributions Alluvial 19,078    


    TY 2018 OtherLiabilitiesSchedule
    Name:
    Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
    EIN:
    20-6090921
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Beginning of Year - Book Value End of Year - Book Value
    Surplus balance mortgage escrows 6,986 9,936
    Security deposit 3,540 1,770


    TY 2018 TaxesSchedule
    Name:
    Arthur G Jaros Sr & Dawn L Jaros Charitable Trust
    EIN:
    20-6090921
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Real estate tax not included in line 20 33     33
    Tax on investment income 5,075 5,075    
    Annual report filing fee 15     15
    Income tax penalties 100     100
    Foreign taxes paid Alluvial 252 252    
    Foreign taxes paid Arthur G Jaros Sr Decl of Trust 1,261 1,261