Civic Intelligence

Vivian Shafer Trust Fund XXXXX9004

EIN 16-6232131 • 501(c)13 • Chicago, IL

Pub. 78 Eligible

Profile

To care for, maintain, and improve cemeteries in rushville, east clarkson & lakeview in brockport, ny

10 S Dearborn Il1-0111Chicago, IL 60603

n/A

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

501(c)13 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.00x

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

501(c)13 • <$500k nonprofits • Source year 2024

Net Margin

16th percentile

-43%

Higher net margin than 16% of similar nonprofits.

501(c)13 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$8,346

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 50.0% of source-year revenue.

501(c)13 • <$500k nonprofits • Source year 2024

Asset Growth

27th percentile

-2.5%

Faster asset growth than 27% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-14%

Faster revenue growth than 31% of similar nonprofits.

501(c)13 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$347,654

Down $8,892 (-2.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$347,654

Down $8,892 (-2.5%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin16th percentile

Revenue

Down

$16,680

Down $2,655 (-14%) from 2023

Expenses

Up

$23,797

Up $471 (+2.0%) from 2023

Net Income

Down

-$7,117

Down $3,126 (-78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$400K$300K$200K$100K$0Assets 2010: $285,875Liabilities 2010: $0Net Assets 2010: $285,8752010Assets 2011: $307,566Liabilities 2011: $0Net Assets 2011: $307,5662011Assets 2012: $306,424Liabilities 2012: $0Net Assets 2012: $306,4242012Assets 2014: $326,936Liabilities 2014: $0Net Assets 2014: $326,9362014Assets 2015: $328,156Liabilities 2015: $0Net Assets 2015: $328,1562015Assets 2016: $327,772Liabilities 2016: $0Net Assets 2016: $327,7722016Assets 2017: $340,674Liabilities 2017: $0Net Assets 2017: $340,6742017Assets 2018: $354,947Liabilities 2018: $0Net Assets 2018: $354,9472018Assets 2019: $358,750Liabilities 2019: $0Net Assets 2019: $358,7502019Assets 2020: $360,788Liabilities 2020: $0Net Assets 2020: $360,7882020Assets 2021: $369,668Liabilities 2021: $0Net Assets 2021: $369,6682021Assets 2022: $360,497Liabilities 2022: $0Net Assets 2022: $360,4972022Assets 2023: $356,546Liabilities 2023: $0Net Assets 2023: $356,5462023Assets 2024: $347,654Liabilities 2024: $0Net Assets 2024: $347,6542024

Highlighted filing

2024

Assets$347,654
Liabilities$0
Net Assets$347,654
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$40K$20K$0-$20KExpenses 2010: $8,0142010Expenses 2011: $8,4322011Revenue 2012: $7,443Expenses 2012: $8,058Net Income 2012: -$6152012Revenue 2014: $20,596Expenses 2014: $13,523Net Income 2014: $7,0732014Revenue 2015: $12,716Expenses 2015: $11,493Net Income 2015: $1,2232015Revenue 2016: $8,524Expenses 2016: $8,913Net Income 2016: -$3892016Revenue 2017: $22,712Expenses 2017: $9,739Net Income 2017: $12,9732017Revenue 2018: $25,357Expenses 2018: $10,973Net Income 2018: $14,3842018Revenue 2019: $22,129Expenses 2019: $18,349Net Income 2019: $3,7802019Revenue 2020: $18,623Expenses 2020: $16,504Net Income 2020: $2,1192020Revenue 2021: $31,356Expenses 2021: $22,531Net Income 2021: $8,8252021Revenue 2022: $7,957Expenses 2022: $17,024Net Income 2022: -$9,0672022Revenue 2023: $19,335Expenses 2023: $23,326Net Income 2023: -$3,9912023Revenue 2024: $16,680Expenses 2024: $23,797Net Income 2024: -$7,1172024

Highlighted filing

2024

Revenue$16,680
Expenses$23,797
Net Income-$7,117
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$347,654
Liabilities
$0
Net assets
$347,654
Revenue
$16,680
Expenses
$23,797
Net income
-$7,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.17$0.24$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.19$0.23$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.08$0.17$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.31$0.23$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.19$0.17$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.22$0.18$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.25$0.11$0.14
2017Summary only. Only limited summary data is available for this year.$3.41$0.00$3.41$0.23$0.10$0.13
2016Summary only. Only limited summary data is available for this year.$3.28$0.00$3.28$0.09$0.09$0.00
2015Summary only. Only limited summary data is available for this year.$3.28$0.00$3.28$0.13$0.11$0.01
2014Summary only. Only limited summary data is available for this year.$3.27$0.00$3.27$0.21$0.14$0.07
2012Summary only. Only limited summary data is available for this year.$3.06$0.00$3.06$0.07$0.08$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.00$3.08$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.00$2.86$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 11, 2025
Return Version
2024v5.1
Gross Receipts
$209,788
Mission and Program Overview

Mission

To care for, maintain, and improve cemeteries in rushville, east clarkson & lakeview in brockport, ny

To care for, maintain, and improve cemeteries in rushville, eastclarkson & lakeview in brockport, ny.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$356,546$347,654▼ $8,892
Investments in Publicly Traded Securities$351,728$340,809▼ $10,919
Savings and Temporary Cash Investments$4,627$6,449▲ $1,822
Cash and Non-Interest-Bearing Accounts$191$396▲ $205
Total Assets$356,546$347,654▼ $8,892
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$356,546$347,654▼ $8,892
Total Liabilities and Net Assets / Fund Balance$356,546$347,654▼ $8,892
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleBaseTotal
-Trustee$8,346$8,346
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$16,680
Other Revenue
$0
Change in Net Assets
$-7,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,108
Salaries, Compensation, and Employee Benefits$8,346
Other Expenses$343
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,108--$15,108
Current Officers, Directors, Trustees, and Key Employees$2,504$5,842-$8,346
Other Expenses$100$42-$100
Total Functional Expenses$17,712$6,085$0$23,797
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Garland Cemetery AssociationBrockport, NY501(c)(13)Cemetery Maintenance and Improvement$5,036
Rushville CemeteryRushville, NY501(c)(13)Cemetary Maintenance and Improvement$5,036
Sweden-lakeview CemeteryBrockport, NY501(c)(13)Cemetery Maintenance and Improvement$5,036
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Trustee reviews all underlying financial and factual information prior to filing irs form 990”

Form 990, Page 6, Part VI, Line 19

“As trustee, jp morgan chase bank, n.a., maintains a close and continuous working relationship with the officers of the supported organizations. The governing documents are not available to the general public but have been given and are available to all interested parties such as beneficiaries, trustees, executors, etc, however, the governing documents and state law impose limitations of trustee powers that jp morgan chase bank, n.a. Strictly follows. Financial statements are sent to each charitable beneficiary for review and comment.”

Filing and Contact Details

Filer

Filer Name
Vivian Shafer Trust Fund Xxxxx9004
EIN
16-6232131
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2025-04-11
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 transaction posted in 2024 $607.10; 2024 transaction posted in 2025 $(562.62); return of capital adjustment $(1,845.13); rounding $26”

Raw XML Appendix302 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
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990/BooksInCareOfDetail/PhoneNum08004962583
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010 S DEARBORN ST MC IL 1-0111
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
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IRS990/CollectionsOfArtInd0false
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IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt02504
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt08346
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt015108
IRS990/CYInvestmentIncomeAmt016680
IRS990/CYOtherExpensesAmt0343
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-7117
IRS990/CYSalariesCompEmpBnftPaidAmt08346
IRS990/CYTotalExpensesAmt023797
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016680
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO MAINTAIN AND IMPROVE THE RUSHVILLE CEMETERY, RUSHVILLE, NY
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt08346
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0404
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt015108
IRS990/GrantsToDomesticOrgsGrp/TotalAmt015108
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0193512
IRS990/GrossReceiptsAmt0209788
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt016276
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016276
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0351728
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0340809
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0193108
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO CARE FOR, MAINTAIN, AND IMPROVE CEMETERIES IN RUSHVILLE, EASTCLARKSON & LAKEVIEW IN BROCKPORT, NY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0356546
IRS990/NetAssetsOrFundBalancesEOYAmt0347654
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0404
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0404
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1775
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES ON Q DIVS
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES ON NQ DIVS
IRS990/OtherExpensesGrp/Desc2ATTORNEY GENERAL FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0201
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt142
IRS990/OtherExpensesGrp/ProgramServicesAmt0100
IRS990/OtherExpensesGrp/TotalAmt0201
IRS990/OtherExpensesGrp/TotalAmt142
IRS990/OtherExpensesGrp/TotalAmt2100
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0DEFERRED INCOME
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt015148
IRS990/PYInvestmentIncomeAmt019335
IRS990/PYOtherExpensesAmt0327
IRS990/PYRevenuesLessExpensesAmt0-3991
IRS990/PYSalariesCompEmpBnftPaidAmt07851
IRS990/PYTotalExpensesAmt023326
IRS990/PYTotalRevenueAmt019335
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-7117
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04627
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06449
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05036
IRS990ScheduleI/RecipientTable/CashGrantAmt15036
IRS990ScheduleI/RecipientTable/CashGrantAmt25036
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(13)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(13)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(13)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CEMETARY MAINTENANCE AND IMPROVEMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CEMETERY MAINTENANCE AND IMPROVEMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CEMETERY MAINTENANCE AND IMPROVEMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RUSHVILLE CEMETERY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GARLAND CEMETERY ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SWEDEN-LAKEVIEW CEMETERY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0VILLAGE OF RUSHVILLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1TOWN OF SWEDEN
IRS990ScheduleI/RecipientTable/RecipientEIN0166002509
IRS990ScheduleI/RecipientTable/RecipientEIN1160443330
IRS990ScheduleI/RecipientTable/RecipientEIN2166002383
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0RUSHVILLE VILLAGE OFFICE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16991 EAST CANAL RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt218 STATE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RUSHVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BROCKPORT
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BROCKPORT
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd114420
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. JPMORGAN CHASE BANK, NA HAS A DEDICATED ADMINISTRATIVE SERVICES GROUP DESIGNATED AS THE NATIONAL CHARITABLE ACCOUNT ADMINISTRATION GROUP (NCAA). ADMINISTRATORS IN THIS GROUP FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. NCAA DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, PROVIDING EXPENDITURE RESPONSIBILITY REPORTS AS NEEDED AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST. THIS TRUST IS SUPPORTED BY NCAA AS WELL AS AN INDIVIDUAL TRUST ADMINISTRATOR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE REVIEWS ALL UNDERLYING FINANCIAL AND FACTUAL INFORMATION PRIOR TO FILING IRS FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS TRUSTEE, JP MORGAN CHASE BANK, N.A., MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATIONS. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC, HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JP MORGAN CHASE BANK, N.A. STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22023 TRANSACTION POSTED IN 2024 $607.10; 2024 TRANSACTION POSTED IN 2025 $(562.62); RETURN OF CAPITAL ADJUSTMENT $(1,845.13); ROUNDING $26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt05036
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
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ReturnHeader/ReturnTs02025-05-07T13:01:26-04:00
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ReturnHeader/TaxPeriodEndDt02024-12-31
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