Civic Intelligence

Em Foundation XXXXX5005

990PF • Fiscal year 2010 • EIN 20-2028307

Jan 01, 2010 to Dec 31, 2010 • Filed on May 09, 2011

Jpmorgan Chase Bank Na 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

77th percentile

$5,978

Higher top officer pay than 77% 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.

Assets

$599,338

No earlier filing loaded for comparison.

Net Assets

$599,338

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$16,251

No earlier filing loaded for comparison.

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.

$800K$600K$400K$200K$0Assets 2010: $599,338Liabilities 2010: $0Net Assets 2010: $599,3382010Assets 2011: $560,744Liabilities 2011: $0Net Assets 2011: $560,7442011Assets 2012: $548,600Liabilities 2012: $02012Assets 2013: $659,304Liabilities 2013: $02013Assets 2014: $657,484Liabilities 2014: $02014Assets 2015: $663,784Liabilities 2015: $02015Assets 2017: $666,430Liabilities 2017: $0Net Assets 2017: $666,4302017Assets 2018: $657,506Liabilities 2018: $0Net Assets 2018: $657,5062018Assets 2019: $627,497Liabilities 2019: $0Net Assets 2019: $627,4972019Assets 2020: $642,665Liabilities 2020: $0Net Assets 2020: $642,6652020Assets 2021: $671,915Liabilities 2021: $0Net Assets 2021: $671,9152021Assets 2022: $697,320Liabilities 2022: $0Net Assets 2022: $697,3202022Assets 2023: $648,749Liabilities 2023: $0Net Assets 2023: $648,7492023Assets 2024: $667,782Liabilities 2024: $0Net Assets 2024: $667,7822024

Highlighted filing

2010

Assets$599,338
Liabilities$0
Net Assets$599,338

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $16,2512010Expenses 2011: $54,9332011Revenue 2012: $35,639Expenses 2012: $47,811Net Income 2012: -$12,1722012Revenue 2013: $145,712Expenses 2013: $35,005Net Income 2013: $110,7072013Revenue 2014: $60,318Expenses 2014: $61,821Net Income 2014: -$1,5032014Revenue 2015: $168,183Expenses 2015: $120,793Net Income 2015: $47,3902015Revenue 2017: $94,137Expenses 2017: $102,716Net Income 2017: -$8,5792017Revenue 2018: $120,658Expenses 2018: $109,924Net Income 2018: $10,7342018Revenue 2019: $121,478Expenses 2019: $120,391Net Income 2019: $1,0872019Revenue 2020: $209,544Expenses 2020: $116,099Net Income 2020: $93,4452020Revenue 2021: $233,749Expenses 2021: $121,070Net Income 2021: $112,6792021Revenue 2022: $240,431Expenses 2022: $128,220Net Income 2022: $112,2112022Revenue 2023: $150,963Expenses 2023: $156,234Net Income 2023: -$5,2712023Revenue 2024: $289,126Expenses 2024: $177,049Net Income 2024: $112,0772024

Highlighted filing

2010

Revenue-
Expenses$16,251
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 9, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NACo-Trustee-$5,978-$5,978
EDWARD GUILIANOCo-Trustee-$0--
MIREILLE GUILIANOCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAINT VINCENT'S CATHOLIC MEDICAL CENTERS OF NEW YORKPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantDANTE FOUNDATION OF NASSAU COUNTY INCSCHOLARSHIP SUPPORTEDUCATIONALMINEOLA, NY, US$5,000
Filing and Contact Details

Filer

EIN
20-2028307
Raw XML AppendixShowing 400 of 444 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
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue021500
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue111500
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue211669
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue335000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue423979
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue56000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue620190
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue713000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue813500
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue96750
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV026591
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV111709
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV212256
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV336100
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV423737
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV56000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV620690
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV712527
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV815812
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV96771
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0GOLDMAN SACHS TRUST HIGH YIELD FUND INST SHS - 3642.57 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE MUT FDS TR FLT RT CL I - 1306.82 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL FUND 3580 6.12% - 1503.75 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - 3290.81 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM TREAS & AGENCY FD - 2424.6 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM TR I TAX AWARE REAL RTRN FD - 0 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM TOTAL RETURN FD - SEL FUND 3218 3.36% - 2000.95 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 762.599 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8JPM STR INC OPP FD FUND 3844 2.16% - 1336.63 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9JPM INTL CURRENCY INCOME FD INCOME FUND 1.45% - 512.935 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue029500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue142011
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue240000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue311500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue411749
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue54582
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue66531
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue712694
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue811769
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue95671
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1013500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1114579
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1215000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue136467
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1413600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1510239
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1661772
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1717200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1818000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue195763
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue208370
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2115500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue225465
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2315000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV028282
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV143384
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV241220
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV312012
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV412250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV54988
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV66871
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV713503
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV813020
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV95822
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1013216
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1112122
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1217914
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1314550
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1418789
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1510496
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1665612
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1719011
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1817895
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV198878
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2011731
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2115963
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV225433
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2317295
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0T ROWE PRICE INTL FUNDS INC NEW ASIA FUND - 1474.54 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1SPDR S&P 500 ETF TRUST - 295 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2THORNBURG VALUE FUND FD CL I - 1196.53 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3JPM REALTY INCOME FD - INSTL FUND 1372 - 1277.83 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4JPM MID CAP VALUE FD - INSTL FUND 758 - 521.941 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ISHARES S&P MIDCAP 400 INDEX FUND - 55 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ISHARES RUSSELL 1000 GROWTH INDEX FUND - 120 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ISHARES RUSSELL MIDCAP VALUE INDEX FUND - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ISHARES RUSSELL MIDCAP GROWTH INDEX FUND - 230 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9ISHARES MSCI EAFE INDEX FUND - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10ARBITRAGE FUNDS - I CL I - 916.031 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM US REAL ESTATE FD - SEL FUND 3037 - 778.079 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM INTL VALUE FD - 1336.9 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM EM MKTS 3 FD - 596.083 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM ASIA 3 FD - SEL FUND 1134 - 364.02 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15VANGUARD MSCI EMERGING MARKETS ETF - 192 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM US LRGE CAP CORE PLUS FD- 3174.27 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17JPM TR I GROWTH ADVANTAGE FD - 2155.39 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EATON VANCE MUT FDS TR GLOBAL MACRO - I - 1742.5 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19SPDR GOLD TRUST - 64 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20ARTIO INTERNATIONAL 3 II - I - 941.461 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21THREADNEEDLE ASIA PACIFIC FUND - R5 - 1128.09 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22JPM RESEARCH MARKET NEUTRAL FD - SEL FUND - SEL - 351.897 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23HIGHBRIDGE DYNAMIC COMM STRG FD - 892.857 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount012777
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-2668
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount021
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0FEDERAL EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0704
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount010834
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA010834
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps01495
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm04483
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss05978
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss025000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm012585
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss012777
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses019583
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0154910
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm021
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss021
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-2668
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome07950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0704
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0173
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps011595
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm04656
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss016251
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome012606
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses035834
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01595
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm04656
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss06251
IRS990PF/BalanceSheets/CapitalStockBOY0574669
IRS990PF/BalanceSheets/CapitalStockEOY0599338
IRS990PF/BalanceSheets/CashBOY010046
IRS990PF/BalanceSheets/CashEOY018436
IRS990PF/BalanceSheets/CashEOYFMV018436
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0138786
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0163088
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0172193
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0368161
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0396462
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0430257
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY07000
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY050676
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY021352
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV021352
IRS990PF/BalanceSheets/TotalAssetsBOY0574669
IRS990PF/BalanceSheets/TotalAssetsEOY0599338
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0642238
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0574669
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0599338
IRS990PF/BalanceSheets/TotalNetAssetsBOY0574669
IRS990PF/BalanceSheets/TotalNetAssetsEOY0599338
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-2668
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0157578
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SALES OF PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-3359
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1691
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-3359
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1691
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0154219
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1691
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses019583
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases074
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases05160
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0599412
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0574669
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0599338
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted033334
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj028334
IRS990PF/DistributableAmount/DistributableAmountBeforeDed033334
IRS990PF/DistributableAmount/MinimumInvestmentReturn028493
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions05000
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0159
IRS990PF/DistributableAmount/TotalTax0159
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0120
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0159
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0159
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0159
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue039
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0120
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0642238
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0578544
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances055427
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0523117
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08678
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn028493
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0569866
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0578544
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation05978
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JPMORGAN CHASE BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1EDWARD GUILIANO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MIREILLE GUILIANO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3038
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O JPMORGAN CHASE BANK 122 MAIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12C/O JPMORGAN CHASE BANK 122 MAIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine21STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1NEW CANAAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2NEW CANAAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode106840
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode206840
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct039693
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets039613
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.069512
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.063370
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.021233
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.073523
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.001584
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.187852
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0569866
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10491009
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20558009
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30617062
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40381431
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50173520
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome080
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions011595
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1031115
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2011848
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3045368
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40604
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5032596
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.347562
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions011595
IRS990PF/QualifyingDistributions/ExpensesAndContributions011595
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions011595
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JPMORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02036293193
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10122 MAIN STREET FLOOR 01
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NEW CANAAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode006840
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
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SAINT VINCENT'S CATHOLIC MEDICAL CENTERS OF NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11DANTE FOUNDATION OF NASSAU COUNTY INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10170 W 12TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11235 E JERICHO TPKE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MINEOLA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010011
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode111501
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear010000
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/AppliedToCurrentYear011595
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted033334
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear106757
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3015353
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear408837
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5011355
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus021739
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY021739
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear020563
IRS990PF/UndistributedIncome/ExcessFromYear106757
IRS990PF/UndistributedIncome/ExcessFromYear3013806
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions011595
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus020563
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover042302
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions015000

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.$6.68$0.00$6.68$2.89$1.77$1.12
2023Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$1.51$1.56$0.05
2022Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$2.40$1.28$1.12
2021Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$2.34$1.21$1.13
2020Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$2.10$1.16$0.93
2019Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$1.21$1.20$0.01
2018Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$1.21$1.10$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.94$1.03$0.09
2015Summary only. Only limited summary data is available for this year.$6.64$0.00$1.68$1.21$0.47
2014Summary only. Only limited summary data is available for this year.$6.57$0.00$0.60$0.62$0.02
2013Summary only. Only limited summary data is available for this year.$6.59$0.00$1.46$0.35$1.11
2012Summary only. Only limited summary data is available for this year.$5.49$0.00$0.36$0.48$0.12
2011Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.55
2010Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.16