Civic Intelligence

Co-Tr UW Bernard Dailey XXXXX5005

990PF • Fiscal year 2011 • EIN 16-6550142

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Jpmorgan Chase Banknapobox303853201
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,230,613

Flat from 2011

Net Assets

$1,230,613

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$68,580

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,228,619Liabilities 2010: $0Net Assets 2010: $1,228,6192010Assets 2011: $1,230,613Liabilities 2011: $0Net Assets 2011: $1,230,6132011Assets 2011: $1,230,613Liabilities 2011: $12011Assets 2012: $1,233,513Liabilities 2012: $02012Assets 2013: $1,246,542Liabilities 2013: $02013Assets 2014: $1,008,516Liabilities 2014: $02014Assets 2015: $978,712Liabilities 2015: $02015Assets 2017: $969,600Liabilities 2017: $0Net Assets 2017: $969,6002017Assets 2018: $1,064,758Liabilities 2018: $0Net Assets 2018: $1,064,7582018Assets 2019: $1,036,834Liabilities 2019: $0Net Assets 2019: $1,036,8342019Assets 2020: $980,615Liabilities 2020: $0Net Assets 2020: $980,6152020Assets 2021: $989,678Liabilities 2021: $0Net Assets 2021: $989,6782021Assets 2022: $917,490Liabilities 2022: $0Net Assets 2022: $917,4902022Assets 2023: $902,230Liabilities 2023: $0Net Assets 2023: $902,2302023Assets 2024: $875,908Liabilities 2024: $0Net Assets 2024: $875,9082024

Highlighted filing

2011

Assets$1,230,613
Liabilities$0
Net Assets$1,230,613

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $405,0452010Expenses 2011: $68,5802011Revenue 2011: $70,538Expenses 2011: $68,580Net Income 2011: $1,9582011Revenue 2012: $63,773Expenses 2012: $60,877Net Income 2012: $2,8962012Revenue 2013: $72,142Expenses 2013: $59,110Net Income 2013: $13,0322013Revenue 2014: $135,406Expenses 2014: $371,793Net Income 2014: -$236,3872014Revenue 2015: $39,227Expenses 2015: $55,497Net Income 2015: -$16,2702015Revenue 2017: $96,884Expenses 2017: $58,873Net Income 2017: $38,0112017Revenue 2018: $185,289Expenses 2018: $89,783Net Income 2018: $95,5062018Revenue 2019: $50,318Expenses 2019: $78,618Net Income 2019: -$28,3002019Revenue 2020: $44,305Expenses 2020: $100,277Net Income 2020: -$55,9722020Revenue 2021: $88,389Expenses 2021: $79,382Net Income 2021: $9,0072021Revenue 2022: $24,276Expenses 2022: $96,514Net Income 2022: -$72,2382022Revenue 2023: $56,079Expenses 2023: $71,193Net Income 2023: -$15,1142023Revenue 2024: $63,066Expenses 2024: $87,966Net Income 2024: -$24,9002024

Highlighted filing

2011

Revenue-
Expenses$68,580
Net Income-
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C DEMOTTCo-Trustee-$1,568-$1,568
JPMORGAN CHASE BANK NACo-Trustee-$50-$50
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST MONICA'S CHURCH DIOCESE OF ROCHESTERGRANT: FOR BUILDING IMPROVEMENTPUBLIC CHARITYROCHESTER, NY, US$65,900
Filing and Contact Details

Filer

EIN
16-6550142
Raw XML AppendixShowing 400 of 409 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/NameOfBond0EATON VANCE FLOATING RATE I - 5255.906 SHS
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM SHORT DURATION BOND FD - SEL FUND 3133 0.84% - 5795.424 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DELAWARE EMERGING MARKETS FUND - 1915.26 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1T ROWE PRICE INTERNATIONAL FUNDS INC NEW ASIA FUND - 2800.749 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SPDR S&P 500 ETF TRUST - 498 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3THORNBURG VALUE FUND FD CL I - 850.809 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4BLACKROCK U.S. OPPORTUNITIES PORTFOLIO - 374.413 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5DODGE & COX INTERNATIONAL STOCK - 1094.386 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ISHARES RUSSELL MIDCAP INDEX FUND - 243 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ISHARES MSCI EAFE INDEX FUND - 681 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM US REAL ESTATE FD - SEL FUND 3037 - 1691.107 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 4510.309 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM INTL VALUE FD - SEL FUND 1296 - 3617.774 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM EM MKTS 3 FD - SEL FUND 1235 - 1080.579 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM ASIA 3 FD - SEL FUND 1134 - 876.806 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 2036.901 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14EDGEWOOD GROWTH FUND - 590.582 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPM TR I GROWTH ADVANTAGE FD - SEL FUND 1567 - 7616.338 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16POWERSHARES DB COMMODITY INDEX TRACKING FUND - 2143 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17HARTFORD CAPITAL APPRECIATION FUND - 1748.656 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18MANNING & NAPIER FUND INC WORLD OPPORTUNITIES SERIES FUND - 9388.801 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19MANNING & NAPIER FUND INC 3 SERIES - 3013.816 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20EATON VANCE MUT FDS TR GLOBAL MACRO - I - 2577.723 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21VICTORY PORTFOLIOS DIVRS STK CL I - 2827.09 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22SPDR GOLD TRUST - 166 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23JPMORGAN TAX AWARE 3 FUND - 2402.33 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24JOHN HANCOCK II-EMG MKTS-I - 2498.485 SHS
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301657279
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401875869
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501708154
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0617
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions066555
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10400377
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2070439
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3051921
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40121747
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5079819
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.508141
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions066555
IRS990PF/QualifyingDistributions/ExpensesAndContributions066555
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions066555
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02149652098
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ROSS AVENUE FL 5
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DALLAS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode075201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
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
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GRANT: FOR BUILDING IMPROVEMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST MONICA'S CHURCH DIOCESE OF ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1034 MONICA STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode014619
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear065900
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear063825
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted063825
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10253832
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0256562
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02730
IRS990PF/UndistributedIncome/ExcessFromYear10253832
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions066555
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02730
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0256562
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0253832
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount03
OtherDecreasesSchedule/OtherDecreases/Description0ROUNDING ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/Description0NY ATTORNEY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpenses/Description1POWERSHARES DB - SCH K-1
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0250
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1167
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks10
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome03007
OtherIncomeSchedule2/OtherIncome/Description0FEDERAL EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks03007
OtherIncreasesSchedule/OtherIncreases/Amount039
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF CAPITAL ADJUSTMENT
TaxesSchedule/Taxes/Amount0812
TaxesSchedule/Taxes/Category0FOREIGN INCOME TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0812
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0166550142
ReturnHeader/Filer/Name/BusinessNameLine10CO-TR UW BERNARD DAILEY R54955005
ReturnHeader/Filer/NameControl0CO-T
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNAPOBOX3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.06$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.09$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.10$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.19$0.09$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.10$0.06$0.04
2015Summary only. Only limited summary data is available for this year.$0.98$0.00$0.04$0.06$0.02
2014Summary only. Only limited summary data is available for this year.$1.01$0.00$0.14$0.37$0.24
2013Summary only. Only limited summary data is available for this year.$1.25$0.00$0.07$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$0.06$0.06$0.00
2011Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.07
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.07$0.07$0.00
2010Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.41