Civic Intelligence

The Jdj Charitable Trust

990PF • Fiscal year 2019 • EIN 13-7239304

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 25, 2019

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

6th percentile

-96%

Higher net margin than 6% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

29th percentile

-2.9%

Faster asset growth than 29% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-46%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$967,279

Down $28,829 (-2.9%) from 2018

Net Assets

Down

$967,279

Down $28,829 (-2.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin6th percentile

Revenue

Down

$29,952

Down $25,432 (-46%) from 2018

Expenses

Up

$58,781

Up $3,884 (+7.1%) from 2018

Net Income

Down

-$28,829

Down $29,316 (-6020%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2019

Assets$967,279
Liabilities$0
Net Assets$967,279
Open 2019 Filing

Operations Trend

Revenue Growth7th 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

2019

Revenue$29,952
Expenses$58,781
Net Income-$28,829
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 25, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E YACOBUCCITrustee-$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 E Yacobucci
Title
Trustee
Phone
2126790380
Signed
2019-10-25

Preparer

Firm
Schain Leifer Guralnick
Address
10 EAST 40TH STREET SUITE 2710, NEW YORK, NY 10016-0348
Preparer
Richard Guralnick
Phone
2126790380
Raw XML Appendix326 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01125
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt053064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt129872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt339710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt474312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt550086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt645988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt734105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt849120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt943606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1025737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1145980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1223248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1325279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1424209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt094700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt242920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt345704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt463700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt512400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt76824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt842856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt953249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1026808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1141370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1213920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1321230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1426544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALTRIA GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BRISTOL MYERS SQUIBB CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CAMECO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4STONE HBR EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DENBURY RES INC DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ARBUTUS BIOPHARMA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ENSCO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11INTERNATIONAL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12HIMAX TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13GASLOG PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14SCHWEITZER MAUDUIT INT'L INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt029952
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt029952
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt029952
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01125
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt057580
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt057580
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt029952
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt029952
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-28829
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt028751
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt057580
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt058781
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt029952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt029952
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01201
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01201
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-28829
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0967279
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0996108
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0967279
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt047696
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt047696
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt047696
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt047984
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0288
IRS990PF/DistributableAmountGrp/TotalTaxAmt0288
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02384
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0288
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0288
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0288
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02384
IRS990PF/FMVAssetsEOYAmt0908955
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0550363
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0599851
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0541527
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0996108
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0967279
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0445745
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0367428
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0367428
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0996108
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0967279
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0908955
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0996108
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0967279
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0996108
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0967279
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0974304
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0410760
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0563544
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014615
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt047984
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0959689
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0974304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES E YACOBUCCI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0522 RIVERSVILLE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006831
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt045317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt045605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt053101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt058372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt066587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt051000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt028100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.062511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.024580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0959689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01044625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01075306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01065203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01161952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01143195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt057580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.236100
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt057292
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt057580
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0288
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt057580
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5380
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FULFILLMENT OF CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FULFILLMENT OF CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FULFILLMENT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FULFILLMENT OF CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FULFILLMENT OF CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FULFILLMENT OF CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE BRUNSWICK SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VILLANOVA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CITY SQUASH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4YALE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MUSCULAR DYSTROPHY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 MAHER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1800 LANCASTER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23101 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 629
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 208322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt511 EAST 44TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0FORDHAM STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt117TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VILLANOVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BRONX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057580
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/AppliedToCurrentYearAmt047696
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013953
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030936
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09884
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01952
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05147
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013953
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt057580
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09884
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030936
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021052
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
TaxesSchedule/TaxesDetail/Amt036
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E YACOBUCCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126790380
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-25
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0EA8C59E0F5CD8E53C64CDB7B427FEF3F77777614
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EA8C59E0F5CD8E53C64CDB7B427FEF3F77777614
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.254.136.251
ReturnHeader/FilingSecurityInformation/IPDt02019-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:59:33
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/PreparationDt02019-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD GURALNICK
ReturnHeader/ReturnTs02019-10-31T15:59:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$967,279
Liabilities
$0
Net assets
$967,279
Revenue
$29,952
Expenses
$58,781
Net income
-$28,829
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
2019Detailed filing. Detailed filing data is available for this year.$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