Elizabeth Consler Stenner Tr R53976008

EIN 16-6419973

Jpmorgan Chase Bank PO Box 303853201

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 2013

No value available

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

Source year 2013

1358%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2013

$18,393

Higher top officer pay than 90% of similar nonprofits.

<$500k nonprofits • Source year 2011

-82%

Faster asset growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets63rd percentile

Assets

Down

$103,047

Down $455,244 (-82%) from 2012

Liabilities

Down

Down $1 (-100%) from 2012

Net Assets

No earlier filing loaded for comparison.

Operations

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

Down

-$33,536

Down $51,702 (-285%) from 2012

Expenses

$421,826

Up $378,180 (+866%) from 2012

Net Income

Down

-$455,362

Down $429,882 (-1687%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

Highlighted filing

2013

Assets$103,047

Liabilities$0

Net Assets-

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue-$33,536

Expenses$421,826

Net Income-$455,362

Open 2013 Filing

Filings

Most recent year

2013 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing

Assets: $103,047
Liabilities: $0
Net assets: -
Revenue: -$33,536
Expenses: $421,826
Net income: -$455,362

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2013Summary only. Only limited summary data is available for this year.	$1.03	$0.00		$0.34	$4.22	$4.55
2012Summary only. Only limited summary data is available for this year.	$5.58	$0.00		$0.18	$0.44	$0.25
2011Detailed filing. Detailed filing data is available for this year.	$5.84	$0.00	$5.84		$0.43

Latest Detailed Filing

The latest 2013 filing currently has summary financial data only. Showing the latest detailed filing from 2011 below.

Jump To

Filing Snapshot

Filing Period: Apr 1, 2010 to Mar 31, 2011
Signed: Aug 9, 2011
Return Version: 2010v3.2

Compensation and Service Providers

Top Officer Pay90th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JPMORGAN CHASE BANK NA	Co-Trustee	-	$18,393	-	$18,393
JOHN RANIEWICZ	Co-Trustee	-	$445	-	$445
PAUL SHERIDAN	Co-Trustee	-	$445	-	$445

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	HOPE HALL	OPERATIONS	RELIGIOUS- PUBLIC	ROCHESTER, NY, US	$6,670
Paid Grant	MCQUAID JESUIT HIGH SCHOOL	OPERATIONS	RELIGIOUS- PUBLIC	ROCHESTER, NY, US	$6,440
Paid Grant	BLESSED SACRAMENT CHURCH- DIOCESE OF ROCHESTER	OPERATIONS	RELIGIOUS- PUBLIC	ROCHESTER, NY, US	$4,000
Paid Grant	OUR LADY OF MERCY HIGH SCHOOL- SISTERS OF MERCY IN THE AMERICAS	OPERATIONS	RELIGIOUS- PUBLIC	ROCHESTER, NY, US	$3,520
Paid Grant	ROCHESTER SCHOOL OF THE HOLY CHILDHOOD	OPERATIONS	RELIGIOUS- PUBLIC	ROCHESTER, NY, US	$2,210

Filing and Contact Details

Filer

EIN: 16-6419973

Raw XML AppendixShowing 400 of 406 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	EQUITY MUTUAL FUNDS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	2	ISHARES RUSSELL 2000 INDEX FUND - 185 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	3	ISHARES RUSSELL MIDCAP INDEX FUND - 260 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	4	VANGUARD MSCI EMERGING MARKETS ETF - 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	5	HARTFORD CAPITAL APPRECIATION FUND - 888.626 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	6	MANNING & NAPIER FUND INC EQU SERIES - 1636.813 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	7	EATON VANCE MUT FDS TR GLOBAL MACRO - I - 1214.772 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	8	SPDR GOLD TRUST - 45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	9	ARTIO INTERNATIONAL EQU II - I - 2758.077 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	10	COLUMBIA FDS SER TR II MASS ASIA PC JP R5 - 1239.377 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	11	JPM US REAL ESTATE FD - SEL - 817.266 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	12	JPM INTREPID AMERICA FD - SEL - 1007.747 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	13	JPM MID CAP EQU FD - SEL - 723.38 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	14	JPM ASIA EQU FD - SEL - 972.183 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	15	JPMORGAN TAX AWARE EQU FUND - 2498.223 SHS
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IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	2210
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	BLESSED SACRAMENT CHURCH- DIOCESE OF ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	HOPE HALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	MCQUAID JESUIT HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	OUR LADY OF MERCY HIGH SCHOOL- SISTERS OF MERCY IN THE AMERICAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	ROCHESTER SCHOOL OF THE HOLY CHILDHOOD
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	RELIGIOUS- PUBLIC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	RELIGIOUS- PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	RELIGIOUS- PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	1800 CLINTON AVENUE SOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	1437 BLOSSOM ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	100 GROTON PARKWAY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	ROCHESTER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	NY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	14618
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	14610
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	14623
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	4920
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IRS990PF/UndistributedIncome/AppliedToYear1	0	22840
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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
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IRS990PF/UndistributedIncome/QualifyingDistributions	0	27760
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IRS990PF/UndistributedIncome/TaxableAmount1	0	0
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OtherExpensesSchedule/OtherExpenses/Description	0	NY STATE ATTORNEY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	100
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	100
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	0	713
OtherIncomeSchedule2/OtherIncome/Description	0	FEDERAL EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	0
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	713
OtherIncreasesSchedule/OtherIncreases/Amount	0	2007
OtherIncreasesSchedule/OtherIncreases/Amount	1	138
OtherIncreasesSchedule/OtherIncreases/Description	0	INCREASE IN BOOK VALUE- MORGAN STANLEY INTL FUND
OtherIncreasesSchedule/OtherIncreases/Description	1	NONTAXABLE DIVIDEND DISTRIBUTIONS
TaxesSchedule/Taxes/Amount	0	54
TaxesSchedule/Taxes/Amount	1	286
TaxesSchedule/Taxes/Category	0	EXCISE TAX - PRIOR YEAR
TaxesSchedule/Taxes/Category	1	FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	286
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/Filer/EIN	0	166419973
ReturnHeader/Filer/Name/BusinessNameLine1	0	ELIZABETH CONSLER STENNER TR R53976008 321001810
ReturnHeader/Filer/NameControl	0	STEN
ReturnHeader/Filer/Phone	0	4149771210
ReturnHeader/Filer/USAddress/AddressLine1	0	JPMORGAN CHASE BANK PO BOX 3038
ReturnHeader/Filer/USAddress/City	0	MILWAUKEE
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53201
ReturnHeader/Officer/DateSigned	0	2011-08-09
ReturnHeader/Officer/Name	0	JACK L UDOVICH
ReturnHeader/Officer/Phone	0	4149771210

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