Civic Intelligence

Harding Educational and Charitable Foundation

990PF • Fiscal year 2011 • EIN 13-6083440

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
Jpmorgan Chase Bank PO Box 303853201
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M 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

98th percentile

$61,477

Higher top officer pay than 98% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

19th percentile

-6.7%

Faster asset growth than 19% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,520,825

Down $323,524 (-6.7%) from 2010

Net Assets

Down

$4,520,825

Down $323,524 (-6.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$322,130

Up $6,736 (+2.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,844,349Liabilities 2010: $0Net Assets 2010: $4,844,3492010Assets 2011: $4,520,825Liabilities 2011: $0Net Assets 2011: $4,520,8252011Assets 2012: $4,400,155Liabilities 2012: $02012Assets 2013: $4,383,376Liabilities 2013: $02013Assets 2014: $4,607,209Liabilities 2014: $02014Assets 2015: $4,575,283Liabilities 2015: $02015Assets 2018: $4,639,782Liabilities 2018: $0Net Assets 2018: $4,639,7822018Assets 2019: $4,726,099Liabilities 2019: $0Net Assets 2019: $4,726,0992019Assets 2020: $4,554,775Liabilities 2020: $0Net Assets 2020: $4,554,7752020Assets 2021: $4,572,048Liabilities 2021: $0Net Assets 2021: $4,572,0482021Assets 2022: $4,273,877Liabilities 2022: $0Net Assets 2022: $4,273,8772022Assets 2023: $4,222,325Liabilities 2023: $0Net Assets 2023: $4,222,3252023Assets 2024: $4,303,287Liabilities 2024: $0Net Assets 2024: $4,303,2872024

Highlighted filing

2011

Assets$4,520,825
Liabilities$0
Net Assets$4,520,825
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $315,3942010Expenses 2011: $322,1302011Revenue 2012: $228,960Expenses 2012: $346,006Net Income 2012: -$117,0462012Revenue 2013: $312,746Expenses 2013: $349,523Net Income 2013: -$36,7772013Revenue 2014: $585,497Expenses 2014: $361,662Net Income 2014: $223,8352014Revenue 2015: $364,982Expenses 2015: $396,906Net Income 2015: -$31,9242015Revenue 2018: $518,891Expenses 2018: $378,979Net Income 2018: $139,9122018Revenue 2019: $457,618Expenses 2019: $371,430Net Income 2019: $86,1882019Revenue 2020: $200,910Expenses 2020: $371,645Net Income 2020: -$170,7352020Revenue 2021: $412,007Expenses 2021: $394,679Net Income 2021: $17,3282021Revenue 2022: $153,006Expenses 2022: $451,445Net Income 2022: -$298,4392022Revenue 2023: $374,683Expenses 2023: $426,046Net Income 2023: -$51,3632023Revenue 2024: $533,026Expenses 2024: $452,435Net Income 2024: $80,5912024

Highlighted filing

2011

Revenue-
Expenses$322,130
Net Income-
Open 2011 Filing
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 Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NACo-Trustee-$61,477-$61,477
TIMOTHY L THOMPSON ESQCo-Trustee-$9,955-$9,955
FAITH HARDING MORICo-Trustee-$0--
ROBERT L HARDING JRCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDANA-FARBER CANCER INSTITUTEPROGRAM SUPPORTPUBLIC CHARITYBOSTON, MA, US$15,000
Paid GrantFEEDING AMERICAPROGRAM SUPPORTPUBLIC CHARITYCHICAGO, IL, US$15,000
Paid GrantLANDMARK ON MAIN STREETPROGRAM SUPPORTPUBLIC CHARITYPORT WASHINGTON, NY, US$13,000
Paid GrantNORTH SHORE UNIVERSITY HOSPITALPROGRAM SUPPORTPUBLIC CHARITYWESTBURY, NY, US$12,000
Paid GrantCHILDRENS HOSPITAL OF BOSTONPROGRAM SUPPORTPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantGETTING THE WORD OUT INCPROGRAM SUPPORTPUBLIC CHARITYSARANAC LAKE, NY, US$10,000
Paid GrantMASSACHUSETTS AUDUBON SOCIETYPROGRAM SUPPORTPUBLIC CHARITYLINCOLN, MA, US$10,000
Paid GrantMASSACHUSETTS CITIZENS FOR CHILDRENPROGRAM SUPPORTPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantMASSACHUSETTS SOCIETY FOR THE PREVENTION OF CAPROGRAM SUPPORTPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantMUSEUM OF FINE ARTS - BOSTONPROGRAM SUPPORTPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantPINE STREET INN INCPROGRAM SUPPORTPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantROSIE'S PLACEPROGRAM SUPPORTPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantTHE HYDE COLLECTIONPROGRAM SUPPORTPUBLIC CHARITYGLENS FALLS, NY, US$10,000
Paid GrantPORT WASHINGTON CHILDRENS CENTERPROGRAM SUPPORTPUBLIC CHARITYPORT WASHINGTON, NY, US$8,000
Paid GrantUNITED METHODIST CHURCH OF PORT WASHINGTONPROGRAM SUPPORTPUBLIC CHARITYPORT WASHINGTON, NY, US$8,000
Paid GrantYOUTH SERVICE OPPORTUNITIES PROJECT INCPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$7,500
Paid GrantHEMPSTEAD BOYS & GIRLS CLUBPROGRAM SUPPORTPUBLIC CHARITYHEMPSTEAD, NY, US$7,000
Paid GrantBIG BROTHERS BIG SISTERS OF THE MA BAYPROGRAM SUPPORTPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantDEFENDERS OF WILDLIFEPROGRAM SUPPORTPUBLIC CHARITYWASHINGTON, DC, US$5,000
Paid GrantMADD OF MASSACHUSETTSPROGRAM SUPPORTPUBLIC CHARITYATTLEBORO, MA, US$5,000
Paid GrantMOUNT UNION COLLEGEPROGRAM SUPPORTPUBLIC CHARITYALLIANCE, OH, US$5,000
Paid GrantNAT'L WILDLIFE FEDERATIONPROGRAM SUPPORTPUBLIC CHARITYRESTON, VA, US$5,000
Paid GrantPORT WASHINGTON YOUTH COUNCILPROGRAM SUPPORTPUBLIC CHARITYPORT WASHINGTON, NY, US$5,000
Paid GrantSANCTUARY FOR FAMILIESPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantSIERRA CLUB FOUNDATIONPROGRAM SUPPORTPUBLIC CHARITYSAN FRANCISCO, CA, US$5,000
Paid GrantTHE FAY SCHOOLPROGRAM SUPPORTPUBLIC CHARITYSOUTHBOROUGH, MA, US$5,000
Paid GrantWILDERNESS SOCIETYPROGRAM SUPPORTPUBLIC CHARITYWASHINGTON, DC, US$5,000
Paid GrantWITTENBERG UNIVERSITYPROGRAM SUPPORTPUBLIC CHARITYSPRINGFIELD, OH, US$5,000
Paid GrantISLAND SCHOOLPROGRAM SUPPORTPUBLIC CHARITYBAINRIDGE ISLAND, WA, US$3,000
Paid GrantPORT WASHINGTON LIBRARY FOUNDATIONPROGRAM SUPPORTPUBLIC CHARITYPORT WASHINGTON, NY, US$3,000
Paid GrantBOSTON COLLEGE HIGH SCHOOLPROGRAM SUPPORTPUBLIC CHARITYDORCHESTER, MA, US$2,000
Paid GrantNASSAU COUNTY COALITION AGAINST DOMPROGRAM SUPPORTPUBLIC CHARITYBETHPAGE, NY, US$1,000
Paid GrantFRIENDS OF MONTAUK DOWNS INCPROGRAM SUPPORTPUBLIC CHARITYMONTAUK, NY, US$500
Paid GrantKENYON COLLEGEPROGRAM SUPPORTPUBLIC CHARITYGAMBIER, OH, US$500
Paid GrantLAKE GEORGE LAND CONSERVANCYPROGRAM SUPPORTPUBLIC CHARITYBOLTON LANDING, NY, US$500
Paid GrantSILVER BAY ASSOCIATION FOR CHRISTIAN CONFERENCESPROGRAM SUPPORTPUBLIC CHARITYSILVER BAY, NY, US$500
Paid GrantTRUSTEES OF PHILLIPS ACADEMYPROGRAM SUPPORTPUBLIC CHARITYANDOVER, MA, US$500
Filing and Contact Details

Filer

EIN
13-6083440
Raw XML AppendixShowing 400 of 867 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/EOYFMV6335502
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AFLAC INC - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ABBOTT LABORATORIES - 700 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2APACHE CORP - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3APPLE INC. - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4BAXTER INTERNATIONAL INC - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5BRISTOL MYERS SQUIBB CO - 900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6CVS CAREMARK CORP - 900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7CARDINAL HEALTH INC - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8CELGENE CORPORATION - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9CISCO SYSTEMS INC - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10COCA-COLA CO - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11COLGATE PALMOLIVE CO - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CORNING INC - 1800 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13DEERE & CO - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14WALT DISNEY CO - 1200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15DOW CHEMICAL CO - 700 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16EDISON INTERNATIONAL - 600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17FREEPORT-MCMORAN COPPER & GOLD INC CL B - 600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18HEWLETT-PACKARD CO - 1100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19INTERNATIONAL BUSINESS MACHINES CORP - 800 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20INTERNATIONAL GAME TECHNOLOGY - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21JOHNSON & JOHNSON - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22JOHNSON CONTROLS INC - 2900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23MICROSOFT CORP - 1200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24OCCIDENTAL PETROLEUM CORP - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25PARKER-HANNIFIN CORP - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26PEPSICO INC - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27PFIZER INC - 1700 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28PRAXAIR INC - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29PROCTER & GAMBLE CO - 1540 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30QUALCOMM INC - 600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31SOUTHERN CO - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32UNITED TECHNOLOGIES CORP - 1200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33WALMART STORES INC - 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34WILLIAMS COMPANIES INC - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35XILINX CORP - 1400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36WELLS FARGO & CO - 1419 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37BANK OF AMERICA CORP - 1700 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38GOLDMAN SACHS GROUP INC - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39TARGET CORP - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40VERIZON COMMUNICATIONS INC - 900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41DODGE & COX INTL STOCK - 6549.815 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42CHEVRON CORP - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43YUM BRANDS INC - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44GOOGLE INC CL A - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45JPM SMALL CAP CORE FD - SEL - 7648.115 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46MANAGERS AMG FDS-TIMESSQUARE MID CAP GROWTH FD - 18489.583 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47AT&T INC - 1175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48EDGEWOOD GROWTH FD - 8481.764 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49STARWOOD HOTELS & RESORTS - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50JPM TR I GROWTH ADVANTAGE FD - SEL - 28799.865 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51MANNING & NAPIER FUND INC EQU SERIES - 10416.667 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52BANK OF NEW YORK MELLON CORP - 900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53ACE LTD NEW - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54VIRTUS INSIGHT TR VIRTUS EMRG FD I - 11160.714 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55TIME WARNER INC NEW - 900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56RS INTL GROWTH FUND - 6842.436 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57MERCK AND CO INC - 1568 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58MATTHEWS PACIFIC TIGER INSTL FUND - 11126.745 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59COVIDIEN PLC NEW - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60CITIGROUP INC NEW - 330 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61EXXON MOBIL CORP - 1700 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62CONOCOPHILLIPS - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63THE TRAVELERS COMPANIES INC. - 600 SHS
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases010080
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04520825
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY04844349
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04520825
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0283076
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0273076
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IRS990PF/DistributableAmount/RecoveriesQlfyDistributions010000
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02083
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02480
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY05211946
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets05586988
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances079584
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities05507404
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable083805
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IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets05503183
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets05586988
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation061477
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JPMORGAN CHASE BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1TIMOTHY L THOMPSON ESQ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2FAITH HARDING MORI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ROBERT L HARDING JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CO-TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3038
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12C/O 270 PARK AVE FL 16
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13C/O 270 PARK AVE FL 16
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2NEW YORK
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode110017
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode210017
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode310017
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.050335
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.059312
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.046140
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.046971
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.050367
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets05503183
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear105271363
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear204717824
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear305708973
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear406727332
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear506258291
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01042
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0260210
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10257685
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20279823
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30263414
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40315990
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50315211
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.251674
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0260210
IRS990PF/QualifyingDistributions/ExpensesAndContributions0260210
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,520,825
Liabilities
$0
Net assets
$4,520,825
Revenue
-
Expenses
$322,130
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.53$0.45$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.37$0.43$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.15$0.45$0.30
2021Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.41$0.39$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.20$0.37$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.46$0.37$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.52$0.38$0.14
2015Summary only. Only limited summary data is available for this year.$4.58$0.00$0.36$0.40$0.03
2014Summary only. Only limited summary data is available for this year.$4.61$0.00$0.59$0.36$0.22
2013Summary only. Only limited summary data is available for this year.$4.38$0.00$0.31$0.35$0.04
2012Summary only. Only limited summary data is available for this year.$4.40$0.00$0.23$0.35$0.12
2011Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.32
2010Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.32