Civic Intelligence

The Jdj Charitable Trust

990PF • Fiscal year 2015 • EIN 13-7239304

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 03, 2015

Organization Profile
522 Riversville RoadGreenwich, CT 06831

(212) 679-0380

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

10th percentile

-59%

Higher net margin than 10% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.8%

Faster asset growth than 38% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

1.1%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,064,295

Down $19,456 (-1.8%) from 2014

Net Assets

Down

$1,064,295

Down $19,456 (-1.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin10th percentile

Revenue

Up

$32,732

Up $346 (+1.1%) from 2014

Expenses

Up

$52,188

Up $15,917 (+44%) from 2014

Net Income

Down

-$19,456

Down $15,571 (-401%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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: $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

2015

Assets$1,064,295
Liabilities$0
Net Assets$1,064,295
Open 2015 Filing

Operations Trend

Revenue Growth47th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $62,8902011Revenue 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

2015

Revenue$32,732
Expenses$52,188
Net Income-$19,456
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 3, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E YACOBUCCITrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Jdj Charitable Trust
EIN
13-7239304
Phone
2126790380
Address
522 RIVERSVILLE ROAD, GREENWICH, CT 06831

Signing Officer

Name
James Yacobucci
Title
Trustee
Phone
2126790380
Signed
2015-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Schain Leifer Guralnick
Address
10 EAST 40TH STREET SUITE 2710, NEW YORK, NY 10016-0348
Preparer
Richard Guralnick
Phone
2126790380
Raw XML Appendix327 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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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SCHAIN LEIFER GURALNICK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 EAST 40TH STREET STE 2710
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010016
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02126790380
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FULFILLMENT OF CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FULFILLMENT OF CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FULFILLMENT OF CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FULFILLMENT OF CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE BRUNSWICK SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GREENWICH ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VILLANOVA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GEORGETOWN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 MAHER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 NORTH MAPLE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2800 LANCASTER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33700 O STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0GEORGETOWN UNIVERSITY NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VILLANOVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320057
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt051000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02700
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06444
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029534
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013396
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029534
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035978
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEE REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt063
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES YACOBUCCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126790380
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JDJ CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JDJC
ReturnHeader/Filer/EIN0137239304
ReturnHeader/Filer/PhoneNum02126790380
ReturnHeader/Filer/USAddress/AddressLine1Txt0522 RIVERSVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006831
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131924252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHAIN LEIFER GURALNICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 EAST 40TH STREET SUITE 2710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100160348
ReturnHeader/PreparerPersonGrp/PhoneNum02126790380
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD GURALNICK
ReturnHeader/ReturnTs02015-11-03T15:32:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,064,295
Liabilities
$0
Net assets
$1,064,295
Revenue
$32,732
Expenses
$52,188
Net income
-$19,456
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
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