Civic Intelligence

The Jdj Charitable Trust

990PF • Fiscal year 2012 • EIN 13-7239304

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 14, 2012

Organization Profile
522 Riversville Road06831
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$878,295

Flat from 2012

Net Assets

$878,295

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$59,011

Flat from 2012

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.

$1.5M$1.0M$500K$0Assets 2011: $809,777Liabilities 2011: $305Net Assets 2011: $809,4722011Assets 2012: $878,295Liabilities 2012: $0Net Assets 2012: $878,2952012Assets 2012: $878,295Liabilities 2012: $12012Assets 2013: $1,087,636Liabilities 2013: $0Net Assets 2013: $1,087,6362013Assets 2014: $1,083,751Liabilities 2014: $0Net Assets 2014: $1,083,7512014Assets 2015: $1,064,295Liabilities 2015: $0Net Assets 2015: $1,064,2952015Assets 2016: $1,027,281Liabilities 2016: $0Net Assets 2016: $1,027,2812016Assets 2017: $995,621Liabilities 2017: $0Net Assets 2017: $995,6212017Assets 2018: $996,108Liabilities 2018: $0Net Assets 2018: $996,1082018Assets 2019: $967,279Liabilities 2019: $0Net Assets 2019: $967,2792019Assets 2020: $932,076Liabilities 2020: $0Net Assets 2020: $932,0762020Assets 2021: $910,533Liabilities 2021: $0Net Assets 2021: $910,5332021Assets 2022: $914,629Liabilities 2022: $0Net Assets 2022: $914,6292022Assets 2023: $917,106Liabilities 2023: $0Net Assets 2023: $917,1062023Assets 2024: $946,216Liabilities 2024: $0Net Assets 2024: $946,2162024Assets 2025: $962,708Liabilities 2025: $0Net Assets 2025: $962,7082025

Highlighted filing

2012

Assets$878,295
Liabilities$0
Net Assets$878,295
Open 2012 Filing

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $62,8902011Expenses 2012: $59,0112012Revenue 2012: $127,834Expenses 2012: $59,011Net Income 2012: $68,8232012Expenses 2013: $39,8892013Revenue 2014: $32,386Expenses 2014: $36,271Net Income 2014: -$3,8852014Revenue 2015: $32,732Expenses 2015: $52,188Net Income 2015: -$19,4562015Revenue 2016: $31,096Expenses 2016: $68,110Net Income 2016: -$37,0142016Revenue 2017: $28,431Expenses 2017: $60,091Net Income 2017: -$31,6602017Revenue 2018: $55,384Expenses 2018: $54,897Net Income 2018: $4872018Revenue 2019: $29,952Expenses 2019: $58,781Net Income 2019: -$28,8292019Revenue 2020: -$3,525Expenses 2020: $31,678Net Income 2020: -$35,2032020Revenue 2021: $18,127Expenses 2021: $39,670Net Income 2021: -$21,5432021Revenue 2022: $17,721Expenses 2022: $13,625Net Income 2022: $4,0962022Revenue 2023: $38,347Expenses 2023: $32,703Net Income 2023: $5,6442023Revenue 2024: $75,148Expenses 2024: $41,204Net Income 2024: $33,9442024Revenue 2025: $65,011Expenses 2025: $46,981Net Income 2025: $18,0302025

Highlighted filing

2012

Revenue-
Expenses$59,011
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E YACOBUCCITrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF PENNSYLVANIFULFILLMENT OF CHARITABLE PURPOSEPUBLICPHILADELPHIA, PA, US$25,000
Paid GrantVILLANOVA UNIVERSITYFULFILLMENT OF CHARITABLE PURPOSEPUBLICVILLANOVA, PA, US$16,000
Paid GrantGREENWICH ACADEMYFULFILLMENT OF CHARITABLE PURPOSEPUBLICGREENWICH, CT, US$7,500
Paid GrantFORDHAM UNIVERSITYFULFILLMENT OF CHARITABLE PURPOSEPUBLICBRONX, NY, US$5,000
Paid GrantTHE BRUNSWICK SCHOOLFULFILLMENT OF CHARITABLE PURPOSEPUBLICGREENWICH, CT, US$2,500
Paid GrantMT SINAI HOSPITALFULFILLMENT OF CHARITABLE PURPOSEPUBLICNEW YORK, NY, US$1,600
Filing and Contact Details

Filer

EIN
13-7239304
Raw XML Appendix339 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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AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
CompensationExplanation/Compensation/PersonName0JAMES E YACOBUCCI
GeneralExplanationAttachment/GeneralExplanation/Explanation0THE JDJ CHARITABLE TRUST IS NOT A P DOES NOT MEET THE ASSETS TEST, THE COLUMN(C)OF PART 1 THEREFORE IS NOT
GeneralExplanationAttachment/GeneralExplanation/Identifier0GENERAL RETURN INFORMATION
GeneralExplanationAttachment/GeneralExplanation/Identifier1GENERAL ELECTIONS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue050254
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue299596
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue399304
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0ALCOA INC NOTE 6.0% 1/15/12
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1ALLIANT TECHSYSTEMS INC 6.75% 4/1/16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2RADIAN GROUP INC SR NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3SUNOCO INC NT 5.75% 1/15/17
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4VULCAN MATLS CO 6.50% 12/1/16
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue153064
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV035950
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV169100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0BRISTOL MYERS SQUIBB CO.
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-11-23
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-01-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-05-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0ALCOA INC SR NT 6.00% 1/15/12
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2U S AIRWAYS GROUP INC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES E YACOBUCCI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3FULFILLMENT OF CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4FULFILLMENT OF CHARITABLE PURPOSE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13UNIVERSITY OF PENNSYLVANI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14FORDHAM UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15MT SINAI HOSPITAL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10100 MAHER AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11200 NORTH MAPLE AVE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151176 FIFTH AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0GREENWICH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1GREENWICH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2VILLANOVA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BRONX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006830
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode106830
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode219085
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode319104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode410458
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode510029
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear057600
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear041462
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted041462
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1017140
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2020860
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3010252
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4018941
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5024714
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5024714
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear083331
IRS990PF/UndistributedIncome/ExcessFromCurrentYear016138
IRS990PF/UndistributedIncome/ExcessFromYear1017140
IRS990PF/UndistributedIncome/ExcessFromYear2020860
IRS990PF/UndistributedIncome/ExcessFromYear3010252
IRS990PF/UndistributedIncome/ExcessFromYear4018941
IRS990PF/UndistributedIncome/QualifyingDistributions057600
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus016138
IRS990PF/UndistributedIncome/TotalCorpus0108045
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover091907
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BANK FEES
OtherExpensesSchedule/OtherExpenses/Description2PENALTY
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue0305
OtherLiabilitiesSchedule/OtherLiabilities/Description0EXCISE TAX PAYABLE
TaxesSchedule/Taxes/Amount0235
TaxesSchedule/Taxes/Category0FEDERAL TAX
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0137239304
ReturnHeader/Filer/Name/BusinessNameLine10THE JDJ CHARITABLE TRUST
ReturnHeader/Filer/NameControl0JDJC
ReturnHeader/Filer/Phone02126790380
ReturnHeader/Filer/USAddress/AddressLine10522 RIVERSVILLE ROAD
ReturnHeader/Filer/USAddress/City0GREENWICH
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006831
ReturnHeader/Officer/DateSigned02012-11-14
ReturnHeader/Officer/Name0JAMES YACOBUCCI
ReturnHeader/Officer/Phone02126790380
ReturnHeader/Officer/Title0PRES
ReturnHeader/Preparer/DatePrepared02012-11-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SCHAIN LEIFER GURALNICK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1010 EAST 40TH STREET SUITE 2710
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0100160348
ReturnHeader/Preparer/Name0RICHARD GURALNICK
ReturnHeader/Preparer/Phone02126790380
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T15:05:14-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$878,295
Liabilities
$0
Net assets
$878,295
Revenue
-
Expenses
$59,011
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.07$0.05$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.08$0.04$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.03$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.02$0.01$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.02$0.04$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.00$0.03$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.03$0.06$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.06$0.05$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.03$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.03$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.03$0.04$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.13$0.06$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.06