Civic Intelligence

Bohmfalk Charitable Trust XXXXX7009

990PF • Fiscal year 2011 • EIN 13-3501941

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 09, 2011

C/O Jpmorgan Chase Bank Na PO Box303853201-3038
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

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

2011 filings • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

67th percentile

$13,822

Higher top officer pay than 67% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$9,319,805

No earlier filing loaded for comparison.

Net Assets

$9,319,805

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$587,567

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $9,319,805Liabilities 2011: $0Net Assets 2011: $9,319,8052011Assets 2012: $9,034,319Liabilities 2012: $02012Assets 2013: $9,050,486Liabilities 2013: $02013Assets 2014: $9,385,728Liabilities 2014: $02014Assets 2015: $9,086,665Liabilities 2015: $02015Assets 2016: $8,848,152Liabilities 2016: $02016Assets 2018: $8,785,713Liabilities 2018: $0Net Assets 2018: $8,785,7132018Assets 2019: $9,357,885Liabilities 2019: $0Net Assets 2019: $9,357,8852019Assets 2020: $9,402,865Liabilities 2020: $0Net Assets 2020: $9,402,8652020Assets 2021: $9,503,298Liabilities 2021: $0Net Assets 2021: $9,503,2982021Assets 2022: $9,505,864Liabilities 2022: $0Net Assets 2022: $9,505,8642022Assets 2023: $9,262,674Liabilities 2023: $0Net Assets 2023: $9,262,6742023Assets 2024: $8,836,994Liabilities 2024: $0Net Assets 2024: $8,836,9942024Assets 2025: $8,833,714Liabilities 2025: $0Net Assets 2025: $8,833,7142025

Highlighted filing

2011

Assets$9,319,805
Liabilities$0
Net Assets$9,319,805

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $587,5672011Revenue 2012: $284,236Expenses 2012: $567,956Net Income 2012: -$283,7202012Revenue 2013: $560,936Expenses 2013: $544,767Net Income 2013: $16,1692013Revenue 2014: $874,427Expenses 2014: $549,201Net Income 2014: $325,2262014Revenue 2015: $338,855Expenses 2015: $637,875Net Income 2015: -$299,0202015Revenue 2016: $369,509Expenses 2016: $607,997Net Income 2016: -$238,4882016Revenue 2018: $714,191Expenses 2018: $616,380Net Income 2018: $97,8112018Revenue 2019: $1,169,610Expenses 2019: $597,441Net Income 2019: $572,1692019Revenue 2020: $670,463Expenses 2020: $625,480Net Income 2020: $44,9832020Revenue 2021: $713,423Expenses 2021: $612,995Net Income 2021: $100,4282021Revenue 2022: $627,206Expenses 2022: $624,352Net Income 2022: $2,8542022Revenue 2023: $373,653Expenses 2023: $678,092Net Income 2023: -$304,4392023Revenue 2024: $140,484Expenses 2024: $627,412Net Income 2024: -$486,9282024Revenue 2025: $560,281Expenses 2025: $563,561Net Income 2025: -$3,2802025

Highlighted filing

2011

Revenue-
Expenses$587,567
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 9, 2011
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$13,822-$13,822
WINTHROP RUTHERFORD ESQCo-Trustee-$12,598-$12,598
DR LEE GOLDMANCo-Trustee-$12,598-$12,598
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOLUMBIA UNIVERSITYPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$199,063
Paid GrantYALE UNIVERSITY SCHOOL OF MEDICINEPROGRAM SUPPORTPUBLIC CHARITYNEW HAVEN, CT, US$172,813
Paid GrantCORNELL UNIVERSITYPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$100,625
Paid GrantSALVATION ARMYPROGRAM SUPPORTPUBLIC CHARITYALEXANDRIA, VA, US$52,500
Filing and Contact Details

Filer

EIN
13-3501941
Raw XML AppendixShowing 400 of 425 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES S&P MIDCAP 400 INDEX FUND - 8585 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4DODGE & COX INTERNATIONAL STOCK - 12392.5 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARBITRAGE FUNDS - I CL I - 16760.85 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM US REAL ESTATE FD - SEL FUND 3037 - 27773.15 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16RS INTERNATIONAL GROWTH FUND - 13404.83 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19MS WHITE METALS QRN 02/06/12 1/28/11 - 110000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20COLUMBIA FDS SER TR II MASS ASIA PC JP R5 - 23665.06 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21DB CALLABLE PALLDIUM CP NT 04/18/12 04/08/2011 - 110000 SHS
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0532805
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IRS990PF/QualifyingDistributions/QualifyingDistributions0532805
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JPMORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02126481489
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10270 PARK AVENUE FLOOR 16
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NEW YORK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0101670001
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
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IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
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IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
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IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0199063
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1100625
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount252500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3172813
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10COLUMBIA UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CORNELL UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13YALE UNIVERSITY SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10630 WEST 168TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111300 YORK AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12615 SLATERS LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13333 CEDAR STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ALEXANDRIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NEW HAVEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010032
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110065
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode222314
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode306510
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0525001
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/AppliedToCurrentYear0503824
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear104163
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0503824
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear024818
IRS990PF/UndistributedIncome/ExcessFromCurrentYear024818
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0532805
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus024818
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus024818
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear04163
OtherIncreasesSchedule/OtherIncreases/Amount06093
OtherIncreasesSchedule/OtherIncreases/Description0ADJUSTMENT - RETURN OF CAPITAL
TaxesSchedule/Taxes/Amount013760
TaxesSchedule/Taxes/Amount16381
TaxesSchedule/Taxes/Amount23407
TaxesSchedule/Taxes/Category0EST EXCISE TAX PAID - 6/30/2011
TaxesSchedule/Taxes/Category1EXCIST TAX PAID - 6/30/2010
TaxesSchedule/Taxes/Category2FOREIGN TAXES WITHHELD

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$0.56$0.56$0.00
2024Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.14$0.63$0.49
2023Detailed filing. Detailed filing data is available for this year.$9.26$0.00$9.26$0.37$0.68$0.30
2022Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$0.63$0.62$0.00
2021Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$0.71$0.61$0.10
2020Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$0.67$0.63$0.04
2019Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$1.17$0.60$0.57
2018Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.71$0.62$0.10
2016Summary only. Only limited summary data is available for this year.$8.85$0.00$0.37$0.61$0.24
2015Summary only. Only limited summary data is available for this year.$9.09$0.00$0.34$0.64$0.30
2014Summary only. Only limited summary data is available for this year.$9.39$0.00$0.87$0.55$0.33
2013Summary only. Only limited summary data is available for this year.$9.05$0.00$0.56$0.54$0.02
2012Summary only. Only limited summary data is available for this year.$9.03$0.00$0.28$0.57$0.28
2011Detailed filing. Detailed filing data is available for this year.$9.32$0.00$9.32$0.59