Civic Intelligence

William O'Boy Charitable Trust R50524009 666012531

EIN 06-6363700

C/O Jpmorgan Chase Banknapobox 303853201
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2015

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2015

Net Margin

22nd percentile

-26%

Higher net margin than 22% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$3,549

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2010

Asset Growth

51st percentile

-1.7%

Faster asset growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

39th percentile

-12%

Faster revenue growth than 39% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$118,784

Down $2,114 (-1.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$8,067

Down $1,097 (-12%) from 2014

Expenses

Up

$10,182

Up $1,982 (+24%) from 2014

Net Income

Down

-$2,115

Down $3,079 (-319%) from 2014

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $122,335Liabilities 2010: $0Net Assets 2010: $122,3352010Assets 2011: $124,245Liabilities 2011: $02011Assets 2012: $118,793Liabilities 2012: $02012Assets 2013: $119,871Liabilities 2013: $02013Assets 2014: $120,898Liabilities 2014: $02014Assets 2015: $118,784Liabilities 2015: $02015

Highlighted filing

2015

Assets$118,784
Liabilities$0
Net Assets-

Operations Trend

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

$15K$10K$5.0K$0-$5.0K-$10KExpenses 2010: $8,7542010Revenue 2011: $9,963Expenses 2011: $8,071Net Income 2011: $1,8922011Revenue 2012: $1,595Expenses 2012: $7,046Net Income 2012: -$5,4512012Revenue 2013: $7,992Expenses 2013: $6,916Net Income 2013: $1,0762013Revenue 2014: $9,164Expenses 2014: $8,200Net Income 2014: $9642014Revenue 2015: $8,067Expenses 2015: $10,182Net Income 2015: -$2,1152015

Highlighted filing

2015

Revenue$8,067
Expenses$10,182
Net Income-$2,115

Filings

Latest Detailed Filing

The latest 2015 filing currently has summary financial data only. Showing the latest detailed filing from 2010 below.

Jump To
Filing Snapshot
Filing Period
Nov 1, 2009 to Oct 31, 2010
Signed
Mar 8, 2011
Return Version
2009v1.7
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$3,549-$3,549
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDANBURY HOSPITAL DEVELOPMENT FUNDPROGRAM SUPPORTPUBLIC CHARITYDANBURY, CT, US$2,153
Paid GrantSACRED HEART UNIVERSITYPROGRAM SUPPORTPUBLIC CHARITYFAIRFIELD, CT, US$1,077
Paid GrantST MARY'S SEMINARY & UNIVERSITYPROGRAM SUPPORTPUBLIC CHARITYBALTIMORE, MD, US$1,077
Filing and Contact Details

Filer

EIN
06-6363700
Raw XML Appendix377 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0825
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0825
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue03888
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue13305
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue24588
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue32588
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue46459
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue527108
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue62151
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV04021
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV13989
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV25246
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV32623
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV46739
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV527858
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV62510
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0GOLDMAN SACHS TRUST HIGH YIELD FUND INSTITUTIONAL SHS - 550 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1VANGUARD FIXED INCOME SECS F INTR TRM CP PT (FUND 71) - 382.424 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2ISHARES BARCLAYS TIPS BOND FUND - 47 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3EATON VANCE MUT FDS TR FLT RT CL I - 295.406 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPMORGAN HIGH YIELD BOND FUND SELECT CLASS FUND 3580 6.82% - 820.873 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM SHORT DURATION BD FD SEL CL FD 3133 1.23% - 2518.775 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND 3844 2.81% - 212.391 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue02491
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue21250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue31294
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue41088
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue52499
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue62588
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue72914
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue83016
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue91791
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue101866
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue114498
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue125458
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue134359
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue143889
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue155432
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue161557
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue172134
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue182509
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue19996
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue202929
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue211528
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV03763
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV15332
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV21281
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV31368
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV41325
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV52841
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV62590
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV74018
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV84057
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV91603
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV102827
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV114547
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV124400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV136116
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV144125
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV155469
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV161485
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV172723
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV182489
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV191459
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV203042
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV211530
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MATTHEWS PACIFIC TIGER FD - 161 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1SPDR S&P 500 ETF TRUST - 45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2THORNBURG VALUE FUND FD CL I - 39.836 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3JPM REALTY INCOME FUND INSTITUTIONAL CLASS FUND 1372 - 148.041 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES S&P MIDCAP 400 INDEX FUND - 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARTISAN INTL VALUE FUND - INV - 110.007 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ARBITRAGE FUNDS - I CL I - 197.69 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JPMORGAN US 3 FUND SELECT SHARE CLASS FUND 1224 - 419.867 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPMORGAN 3 INCOME FUND SELECT SHARE CLASS FUND 3128 - 484.121 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPMORGAN US REAL ESTATE FUND SELECT SHARE CLASS FUND 3037 - 106.222 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM MARKET EXPANSION INDEX FD SEL SH CL FD 3708 - 288.493 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM TAX AWARE DISCIPLINED 3 FD INST SH CL FD 1236 - 272.09 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM INTERNATIONAL FD SEL SH CL FD 1296 - 325.912 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPMORGAN ASIA 3 FUND SELECT SHARE CLASS FUND 1134 - 164.236 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14VANGUARD EMERGING MARKET ETF - 88 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPMORGAN US LARGE CAP CORE PLUS FUND SELECT FUND 1002 - 281.169 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM SHORT DURATION BD FD SEL CL FD # 1011 - 96.745 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17LEGG MASON PARTNERS APPRECIATION CL I - 206.745 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EATON VANCE MUT FDS TR GLOBAL MACRO - I - 241.432 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19SPDR GOLD TRUST - 11 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20HARTFORD MID CAP FD I - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21JPMORGAN RESEARCH MARKET NEUTRAL FUND - SEL - 97.812 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount02916
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount01885
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount06
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount04807
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA04807
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0825
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0825
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01885
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0887
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm02662
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss03549
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps04307
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss04307
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm02916
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss02916
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-3947
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice050348
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss06
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01885
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome02121
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm024
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss073
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps06019
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm02686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss08754
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome04807
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses04807
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01712
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02686
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss04447
IRS990PF/BalanceSheets/CapitalStockBOY0126276
IRS990PF/BalanceSheets/CapitalStockEOY0122335
IRS990PF/BalanceSheets/CashEOY0309
IRS990PF/BalanceSheets/CashEOYFMV0309
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY00
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY050087
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV052986
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY00
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY060986
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV068390
IRS990PF/BalanceSheets/InvestmentsOtherBOY0114102
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY012174
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY010953
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV010953
IRS990PF/BalanceSheets/TotalAssetsBOY0126276
IRS990PF/BalanceSheets/TotalAssetsEOY0122335
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0132638
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0126276
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0122335
IRS990PF/BalanceSheets/TotalNetAssetsBOY0126276
IRS990PF/BalanceSheets/TotalNetAssetsEOY0122335
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01885
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis048463
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Capital Gains Dividends
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01884
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01884
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice050347
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-3947
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases06
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0122335
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0126276
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0122335
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted06227
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj06227
IRS990PF/DistributableAmount/DistributableAmountBeforeDed06227
IRS990PF/DistributableAmount/MinimumInvestmentReturn06269
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome042
IRS990PF/DistributableAmount/TotalTax042
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment040
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax042
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal042
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome042
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue02
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments040
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0132638
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0127296
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances07502
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0119794
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01909
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn06269
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0125387
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0127296
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation03549
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JPMORGAN CHASE BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3038
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct07023
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets07002
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.055844
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.055844
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0125387
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10115393
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome021
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions06019
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear106444
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.055844
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions06019
IRS990PF/QualifyingDistributions/ExpensesAndContributions06019
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions06019
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JPMORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02149652909
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ROSS AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DALLAS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode075201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CT
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02153
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11077
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21077
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10DANBURY HOSPITAL DEVELOPMENT FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SACRED HEART UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ST MARY'S SEMINARY & UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1024 HOSPITAL AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine115151 PARK AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine125400 ROLAND AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0DANBURY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1FAIRFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BALTIMORE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006810
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode106432
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode2212101994
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear04307
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear06019
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted06227
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10683
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0208
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0208
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0475
IRS990PF/UndistributedIncome/ExcessFromYear10475
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions06019
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0475
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0683
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherIncreasesSchedule/OtherIncreases/Amount06
OtherIncreasesSchedule/OtherIncreases/Description0ADJUSTMENT TO CARRYING VALUE/BASIS ADJUSTMENT
TaxesSchedule/Taxes/Amount09
TaxesSchedule/Taxes/Amount140
TaxesSchedule/Taxes/Amount224
TaxesSchedule/Taxes/Category0EXCISE TAX PAID-PRIOR YEAR
TaxesSchedule/Taxes/Category1ESTIMATED EXCISE TAX-CURRENT YEAR
TaxesSchedule/Taxes/Category2FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome224
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0066363700
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM O'BOY CHARITABLE TRUST
ReturnHeader/Filer/Name/BusinessNameLine20R50524009 666012531
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10C/O JPMORGAN CHASE BANKNAPOBOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-03-08
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTH OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02009-11-01
ReturnHeader/TaxPeriodEndDate02010-10-31
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-02-24T16:14:30-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.