Civic Intelligence

Edward M Bronner Trust for Rochester Comm Chest 3011074100

990PF • Fiscal year 2010 • EIN 16-6015882

Sep 01, 2009 to Aug 31, 2010 • Filed on Jan 10, 2011

Organization Profile
Jpmorgan Chase Bank PO Box 303853201
Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2010 filings • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

91st percentile

$10,163

Higher top officer pay than 91% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets31st percentile

Assets

$859,997

No earlier filing loaded for comparison.

Net Assets

$859,997

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$42,238

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2010: $859,997Liabilities 2010: $0Net Assets 2010: $859,9972010Assets 2011: $925,104Liabilities 2011: $0Net Assets 2011: $925,1042011Assets 2012: $914,829Liabilities 2012: $02012Assets 2013: $898,378Liabilities 2013: $02013Assets 2014: $930,285Liabilities 2014: $02014Assets 2015: $934,638Liabilities 2015: $02015Assets 2019: $898,319Liabilities 2019: $0Net Assets 2019: $898,3192019Assets 2020: $914,348Liabilities 2020: $0Net Assets 2020: $914,3482020Assets 2021: $910,053Liabilities 2021: $0Net Assets 2021: $910,0532021Assets 2022: $887,910Liabilities 2022: $0Net Assets 2022: $887,9102022Assets 2023: $882,030Liabilities 2023: $0Net Assets 2023: $882,0302023Assets 2024: $855,543Liabilities 2024: $0Net Assets 2024: $855,5432024Assets 2025: $831,430Liabilities 2025: $0Net Assets 2025: $831,4302025

Highlighted filing

2010

Assets$859,997
Liabilities$0
Net Assets$859,997
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $42,2382010Expenses 2011: $41,7422011Revenue 2012: $44,312Expenses 2012: $54,535Net Income 2012: -$10,2232012Revenue 2013: $44,950Expenses 2013: $61,399Net Income 2013: -$16,4492013Revenue 2014: $97,854Expenses 2014: $65,477Net Income 2014: $32,3772014Revenue 2015: $76,764Expenses 2015: $72,400Net Income 2015: $4,3642015Revenue 2019: $68,910Expenses 2019: $74,447Net Income 2019: -$5,5372019Revenue 2020: $75,737Expenses 2020: $59,708Net Income 2020: $16,0292020Revenue 2021: $91,417Expenses 2021: $95,716Net Income 2021: -$4,2992021Revenue 2022: $48,695Expenses 2022: $70,836Net Income 2022: -$22,1412022Revenue 2023: $53,810Expenses 2023: $59,690Net Income 2023: -$5,8802023Revenue 2024: $45,848Expenses 2024: $71,833Net Income 2024: -$25,9852024Revenue 2025: $53,147Expenses 2025: $77,261Net Income 2025: -$24,1142025

Highlighted filing

2010

Revenue-
Expenses$42,238
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2009 to Aug 31, 2010
Signed
Jan 10, 2011
Return Version
2009v1.4
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$10,163-$10,163
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED WAY OF GREATER ROCHESTER INCPROGRAM SUPPORTPUBLIC CHARITYROCHESTER, NY, US$15,757
Paid GrantJEWISH CHILDRENS HOME OF ROCHESTER NY INC FUNDPROGRAM SUPPORTPUBLIC CHARITYROCHESTER, NY, US$7,879
Paid GrantJEWISH HOME FOUNDATIONPROGRAM SUPPORTPUBLIC CHARITYROCHESTER, NY, US$7,879
Filing and Contact Details

Filer

EIN
16-6015882
Raw XML Appendix394 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND 3844 2.95% - 2468.518 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MATTHEWS PACIFIC TIGER FD - 1480.609 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1SPDR S&P 500 ETF TRUST - 445 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2THORNBURG VALUE FUND FD CL I - 932.723 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES S&P MIDCAP 400 INDEX FUND - 260 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES RUSSELL MIDCAP INDEX FUND - 118 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARTISAN INTL VALUE FUND - INV - 860.533 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6FMI FDS INC LARGE CAP FD - 1513.361 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ASTON FDS TAMRO S CAP I - 587.241 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPMORGAN US REAL ESTATE FUND SELECT SHARE CLASS FUND 3037 - 822.492 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPMORGAN INTREPID AMERICA FUND SELECT SHARE CLASS FUND 1206 - 980.867 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM MARKET EXPANSION INDEX FD SEL SH CL FD 3708 - 2171.141 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM TAX AWARE DISCIPLINED 3 FD INST SH CL FD 1236 - 1893.647 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM INTERNATIONAL FD SEL SH CL FD 1296 - 801.218 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPMORGAN ASIA 3 FUND SELECT SHARE CLASS FUND 1134 - 1315.153 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14EATON VANCE SPL INVT TR VALUE FD CL I - 1773.048 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPMORGAN US LARGE CAP CORE PLUS FUND SELECT FUND 1002 - 2188.051 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM SHORT DURATION BD FD SEL CL FD # 1011 - 809.914 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17LEGG MASON PARTNERS APPRECIATION CL I - 1611.129 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18JPM TR I GROWTH ADV FD SEL SH CL FD 1567 - 2653.393 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19MANNING & NAPIER FUND INC WORLD OPPORTUNITIES SERIES FUND - 2548.293 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20EATON VANCE MUT FDS TR GLOBAL MACRO - I - 1873.894 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21SPDR GOLD TRUST - 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22HARTFORD MID CAP FD I - 1171 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23JPMORGAN RESEARCH MARKET NEUTRAL FUND - SEL - 825.412 SHS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue00
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0IRS RULING - IS NOT A PRIVATE FOUNDATION - 1 SHS
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IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07879
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount17879
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount215757
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10JEWISH CHILDRENS HOME OF ROCHESTER NY INC FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11JEWISH HOME FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12UNITED WAY OF GREATER ROCHESTER INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101600 BAUSCH AND LOMB PL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112021 WINTON RD SOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1275 COLLEGE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode014604
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode114618
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode214607
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear031515
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear028194
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear105962
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted046616
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions034156
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY018422
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear05962
OtherDecreasesSchedule/OtherDecreases/Amount0269
OtherDecreasesSchedule/OtherDecreases/Description0CARRYING VALUE/BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/Description0NY ATTORNEY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0100
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0100
OtherIncreasesSchedule/OtherIncreases/Amount0112
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF CAPITAL ADJUSTMENT
TaxesSchedule/Taxes/Amount0304
TaxesSchedule/Taxes/Amount1156
TaxesSchedule/Taxes/Category0ESTIMATED EXCISE TAX - CURRENT YEAR
TaxesSchedule/Taxes/Category1FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome1156
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0166015882
ReturnHeader/Filer/Name/BusinessNameLine10EDWARD M BRONNER TRUST FOR ROCHESTER
ReturnHeader/Filer/Name/BusinessNameLine20COMM CHEST R52675007301107410
ReturnHeader/Filer/NameControl0BRON
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANK PO BOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-01-10
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTH OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02009-09-01
ReturnHeader/TaxPeriodEndDate02010-08-31
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-01-13T14:00:20-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$859,997
Liabilities
$0
Net assets
$859,997
Revenue
-
Expenses
$42,238
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.53$0.77$0.24
2024Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$0.46$0.72$0.26
2023Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.54$0.60$0.06
2022Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.49$0.71$0.22
2021Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.91$0.96$0.04
2020Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.76$0.60$0.16
2019Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.69$0.74$0.06
2015Summary only. Only limited summary data is available for this year.$9.35$0.00$0.77$0.72$0.04
2014Summary only. Only limited summary data is available for this year.$9.30$0.00$0.98$0.65$0.32
2013Summary only. Only limited summary data is available for this year.$8.98$0.00$0.45$0.61$0.16
2012Summary only. Only limited summary data is available for this year.$9.15$0.00$0.44$0.55$0.10
2011Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$0.42
2010Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$0.42