Walter W Oakley Tr R52649002

EIN 16-6015436

Jpmorgan Chase Bankpo Box 303814603

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

<$500k nonprofits • Source year 2011

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2011

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2011

$329

Higher top officer pay than 82% of similar nonprofits.

<$500k nonprofits • Source year 2011

-1.1%

Faster asset growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets63rd percentile

Assets

Down

$28,643

Down $313 (-1.1%) from 2010

Liabilities

Flat

Flat from 2010

Net Assets

Down

$28,643

Down $313 (-1.1%) from 2010

Operations

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$1,842

Down $2 (-0.1%) from 2010

Net Income

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2011

Assets$28,643

Liabilities$0

Net Assets$28,643

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2011

Revenue-

Expenses$1,842

Net Income-

Open 2011 Filing

Filings

Most recent year

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

Open filing

Assets: $28,643
Liabilities: $0
Net assets: $28,643
Revenue: -
Expenses: $1,842
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2011Detailed filing. Detailed filing data is available for this year.	$28.6	$0.00	$28.6		$1.84
2010Detailed filing. Detailed filing data is available for this year.	$29.0	$0.00	$29.0		$1.84

Latest Filing Detail

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 Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JPMORGAN CHASE BANK NA	Trustee	-	$329	-	$329

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	BIG FLATS UNITED METHODIST CHURCH	CONTRIBUTION	PUBLIC CHARITY	BIG FLATS, NY, US	$242
Paid Grant	FIRST UNITED METHODIST CHURCH	CONTRIBUTION	PUBLIC CHARITY	CORNING, NY, US	$242
Paid Grant	GRACE UNITED METHODIST CORNING	CONTRIBUTION	PUBLIC CHARITY	CORNING, NY, US	$242
Paid Grant	SOUTH CORNING UNITED METHODIST CHURCH	CONTRIBUTION	PUBLIC CHARITY	CORNING, NY, US	$242
Paid Grant	UNITED METHODIST CHURCHPAINTED POST	CONTRIBUTION	PUBLIC CHARITY	PAINTED POST, NY, US	$242

Filing and Contact Details

Filer

EIN: 16-6015436

Raw XML Appendix305 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/UndistributedIncome/DistributableAmountAsAdjusted	0	1766
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	1317
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	1656
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	1207
OtherExpensesSchedule/OtherExpenses/Description	0	NY STATE ATTY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	25
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	25
OtherIncreasesSchedule/OtherIncreases/Amount	0	311
OtherIncreasesSchedule/OtherIncreases/Description	0	RETURNED CHARITABLE CONTRIBUTION- PRIOR YEARS
TaxesSchedule/Taxes/Amount	0	278
TaxesSchedule/Taxes/Category	0	FEDERAL EXCISE TAX- BALANCE PRIOR YEAR
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	166015436
ReturnHeader/Filer/Name/BusinessNameLine1	0	WALTER W OAKLEY TR R52649002
ReturnHeader/Filer/NameControl	0	OAKL
ReturnHeader/Filer/Phone	0	4149771210
ReturnHeader/Filer/USAddress/AddressLine1	0	JPMORGAN CHASE BANKPO BOX 3038
ReturnHeader/Filer/USAddress/City	0	MILWAUKEE WI
ReturnHeader/Filer/USAddress/State	0	NY
ReturnHeader/Filer/USAddress/ZIPCode	0	14603
ReturnHeader/Officer/DateSigned	0	2012-05-09
ReturnHeader/Officer/Name	0	JACK L UDOVICH
ReturnHeader/Officer/Phone	0	4149771210
ReturnHeader/Officer/Title	0	AUTH OFFICER
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2011-01-01
ReturnHeader/TaxPeriodEndDate	0	2011-12-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-05-09T14:24:32-05:00

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