Sara M Holzer Trust R50234005 666011944

EIN 06-6032174

C/O Jpmorgan Chase Banknapobox 303853201

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2012

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2012

-197%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2012

$452

Higher top officer pay than 82% of similar nonprofits.

<$500k nonprofits • Source year 2011

-4.1%

Faster asset growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Balance Sheet

Liabilities / Assets63rd percentile

Assets

Down

$29,591

Down $1,256 (-4.1%) from 2011

Liabilities

Flat

Flat from 2011

Net Assets

No earlier filing loaded for comparison.

Operations

Liabilities / Revenue66th percentile Net Margin8th percentile

Revenue

$639

No earlier filing loaded for comparison.

Expenses

$1,896

Up $217 (+13%) from 2011

Net Income

-$1,257

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2012

Assets$29,591

Liabilities$0

Net Assets-

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2012

Revenue$639

Expenses$1,896

Net Income-$1,257

Open 2012 Filing

Filings

Most recent year

2012 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing

Assets: $29,591
Liabilities: $0
Net assets: -
Revenue: $639
Expenses: $1,896
Net income: -$1,257

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2012Summary only. Only limited summary data is available for this year.	$29.6	$0.00		$0.64	$1.90	$1.26
2011Detailed filing. Detailed filing data is available for this year.	$30.8	$0.00	$30.8		$1.68
2010Detailed filing. Detailed filing data is available for this year.	$31.6	$0.00	$31.6		$1.83

Latest Detailed Filing

The latest 2012 filing currently has summary financial data only. Showing the latest detailed filing from 2011 below.

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: May 9, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JPMORGAN CHASE BANK NA	Trustee	-	$452	-	$452

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	SCHOLARSHIP FOR BRIDGEPORT RESIDENT WHO IS STUDYING	PUBLIC CHARITY	STORRSMANSFIELD, CT, US	$380

Filing and Contact Details

Filer

EIN: 06-6032174

Raw XML Appendix348 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount	0	0
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description	0	N/A
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue	0	1823
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue	1	2779
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue	2	3360
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV	0	1732
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV	1	2850
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV	2	3320
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	0	JPM HIGH YIELD FD - SEL FUND 3580 6.04% - 227.231 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	1	JPM SHORT DURATION BOND FD - SEL FUND 3133 0.86% - 260.266 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	2	JPM TOTAL RETURN FD - SEL FUND 3218 2.77% - 333.007 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	0	1030
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	1	975
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	2	382
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	5	919
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	6	1346
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	8	598
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	9	1013
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	10	735
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	11	600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	12	1618
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	13	2836
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	14	1200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	15	1721
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	16	1764
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	17	676
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	18	321
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	19	325
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	0	1004
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	1	1181
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	2	347
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	3	439
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	4	599
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	5	758
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	6	1302
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	7	2592
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	8	599
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	9	1037
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	10	621
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	11	478
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	12	1678
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	13	2135
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	14	1152
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	15	1670
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	16	1770
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	17	338
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	18	325
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	19	301
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	2	ISHARES MSCI EAFE INDEX FUND - 7 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	3	JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 20.472 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	4	JPM SMALL CAP GROWTH FD - SEL FUND 3136 - 54.119 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	5	JPM US REAL ESTATE FD - SEL FUND 3037 - 46.789 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	6	JPM INTREPID AMERICA FD - SEL FUND 1206 - 57.316 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	7	JPM INTREPID GROWTH FD - SEL FUND 1202 - 113.738 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	8	JPM 3 INDEX FD - SEL FUND 3129 1.98% - 20.992 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	9	JPM MID CAP 3 FD - SEL FUND 689 - 36.377 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	10	JPM MID CAP GROWTH - SEL FUND 3120 - 31.692 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	11	JPM SMALL CAP VALUE FD - SEL FUND 3712 - 26.48 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	12	JPM TAX AWARE 3 - INSTL FUND 1236 - 97.882 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	13	JPM INTL VALUE FD - SEL FUND 1296 - 190.465 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	14	JPM EM MKTS 3 FD - SEL FUND 1235 - 56.98 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	15	JPM ASIA 3 FD - SEL FUND 1134 - 58.058 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	16	JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 89.646 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	17	IVY GLOBAL NATURAL RESOURCE-I - 19.482 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	18	GATEWAY FUND - Y - 12.332 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	19	JPM RESEARCH MARKET NEUTRAL FD - SEL - 21.027 SHS
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SummaryOfDirectCharitableActy/Description1	0	N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses1	0	0
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal	0	0
IRS990PF/SumOfProgramRelatedInvestments/Amount1	0	0
IRS990PF/SumOfProgramRelatedInvestments/Description1	0	N/A
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	380
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	SCHOLARSHIP FOR BRIDGEPORT RESIDENT WHO IS STUDYING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	0	UNIVERSITY OF CONNECTICUT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	352 MANSFIELD ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	STORRSMANSFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	06269
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	380
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	938
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	380
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	1548
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	1318
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	610
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	380
TaxesSchedule/Taxes/Amount	0	9
TaxesSchedule/Taxes/Amount	1	13
TaxesSchedule/Taxes/Category	0	EXCISE TAX BALANCE DUE - PRIOR YEAR
TaxesSchedule/Taxes/Category	1	FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	13
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	066032174
ReturnHeader/Filer/Name/BusinessNameLine1	0	SARA M HOLZER TRUST R50234005 666011944
ReturnHeader/Filer/NameControl	0	HOLZ
ReturnHeader/Filer/Phone	0	4149771210
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O JPMORGAN CHASE BANKNAPOBOX 3038
ReturnHeader/Filer/USAddress/City	0	MILWAUKEE
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53201
ReturnHeader/Officer/DateSigned	0	2012-05-09
ReturnHeader/Officer/Name	0	JACK LUDOVICH
ReturnHeader/Officer/Phone	0	4149771210
ReturnHeader/Officer/Title	0	AUTH OFFICER
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2011-01-01
ReturnHeader/TaxPeriodEndDate	0	2011-12-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-05-09T13:21:35-05:00

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