Civic Intelligence

Jlm Benevolent Fund

990PF • Fiscal year 2017 • EIN 13-6272298

Nov 01, 2016 to Oct 31, 2017 • Filed on Mar 15, 2018

Kelley Drye Warren Llp 101 Park AveNew York, NY 10178

(212) 808-7933

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-29%

Higher net margin than 14% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-21%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$0

Down $4,765,354 (-100%) from 2016

Net Assets

Down

$0

Down $4,765,354 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$291,689

Down $76,759 (-21%) from 2016

Expenses

Down

$377,391

Down $466,098 (-55%) from 2016

Net Income

Up

-$85,702

Up $389,339 (+82%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,277Liabilities 2010: $0Net Assets 2010: $3,2772010Assets 2011: $3,152Liabilities 2011: $0Net Assets 2011: $3,1522011Assets 2012: $3,052Liabilities 2012: $0Net Assets 2012: $3,0522012Assets 2013: $4,845,039Liabilities 2013: $0Net Assets 2013: $4,845,0392013Assets 2014: $5,079,493Liabilities 2014: $0Net Assets 2014: $5,079,4932014Assets 2015: $5,108,253Liabilities 2015: $0Net Assets 2015: $5,108,2532015Assets 2016: $4,765,354Liabilities 2016: $0Net Assets 2016: $4,765,3542016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $1202010Expenses 2011: $1252011Expenses 2012: $1002012Expenses 2013: $39,3342013Revenue 2014: $627,949Expenses 2014: $379,866Net Income 2014: $248,0832014Revenue 2015: $111,886Expenses 2015: $89,406Net Income 2015: $22,4802015Revenue 2016: $368,448Expenses 2016: $843,489Net Income 2016: -$475,0412016Revenue 2017: $291,689Expenses 2017: $377,391Net Income 2017: -$85,7022017

Highlighted filing

2017

Revenue$291,689
Expenses$377,391
Net Income-$85,702
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Mar 15, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL S INSELTrustee-$0--
RACHEL D LEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jlm Benevolent Fund
EIN
13-6272298
Phone
2128087933
Address
KELLEY DRYE WARREN LLP 101 PARK AVE, NEW YORK, NY 10178

Signing Officer

Name
Michael S Insel
Title
Trustee
Phone
2128087933
Signed
2018-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Kelley Drye & Warren Llp
Address
101 PARK AVENUE, NEW YORK, NY 10178
Preparer
Christina Mason
Phone
2128087800
Raw XML AppendixShowing 400 of 413 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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DissolutionStmt/DissolutionInformationGrp/DissolutionAmt06691398
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0CASH AND PUBLICLY TRADED CORPORATE STOCK
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt0101 PARK AVENUE 30TH FL
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0NEW YORK
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF PAGE 9, PART XIII, LINE 9 EXCESS DISTRIBUTIONS CARRYOVER
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0JLM BENEVOLENT FUND EXCESS DISTRIBUTION CARRYOVER OF $175,759 WILL BE USED BY DECANTING FUND: THE FRANCOIS WALLANCE MONAHAN FUNDEIN:82-6166454
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.122261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.006373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.001400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.033025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05188447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06470183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07043903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06628864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0275809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0305719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.208554
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0303448
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0305719
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02271
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0305719
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL S INSEL CO KELLEY DRYE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0WARREN LLP 101 PARK AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010178
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02128087933
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ROCKEFELLER UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01230 YORK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010065
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0257151
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0257151
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0127191
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0175759
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt048568
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0127191
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0305719
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt048568
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0175759
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0127191
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0KELLEY DRYE & WARREN LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05314
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt021257
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt015943
LiquidationExplanationStmt/ExplanationTxt0TRUSTEES OF JLM BENEVOLENT FUND EXERCISED THEIR DISCRETIONARY POWER TO INVADE PRINCIPAL OF THE FUND AND TO PAY OVER THE SAME TO THE FRANCOIS WALLACE MONAHAN FUND.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04679652
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TOTAL DISSOLUTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CUSTODY & TRANSACTION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NY STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt045852
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1293
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045852
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1293
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2250
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt07036
TaxesSchedule/TaxesDetail/Amt12548
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12548
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL S INSEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02128087933
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JLM BENEVOLENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0JLMB
ReturnHeader/Filer/EIN0136272298
ReturnHeader/Filer/PhoneNum02128087933
ReturnHeader/Filer/USAddress/AddressLine1Txt0KELLEY DRYE WARREN LLP 101 PARK AVE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010178
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0296F307DCE71F5EBA461683D054F7358304753ED
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CAB6E0AFEFD494DE8C62315544763DD5AAF74382
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.240.34
ReturnHeader/FilingSecurityInformation/IPDt02018-03-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:37:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135335107

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