Civic Intelligence

Edith Arnstein Charitable Tr XXXXX2002

990PF • Fiscal year 2012 • EIN 20-6017545

May 01, 2011 to Apr 30, 2012 • Filed on Sep 08, 2012

Organization Profile
Jpmorgan Chase Bankna10 S DearbornNo FL 2160603
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

83rd percentile

$7,613

Higher top officer pay than 83% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

38th percentile

-1.7%

Faster asset growth than 38% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$558,644

Down $9,429 (-1.7%) from 2011

Net Assets

Down

$558,644

Down $9,429 (-1.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$35,063

Up $5,330 (+18%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2011: $568,073Liabilities 2011: $0Net Assets 2011: $568,0732011Assets 2012: $558,644Liabilities 2012: $0Net Assets 2012: $558,6442012Assets 2013: $546,162Liabilities 2013: $02013Assets 2014: $543,123Liabilities 2014: $02014Assets 2015: $532,036Liabilities 2015: $02015Assets 2016: $516,722Liabilities 2016: $02016Assets 2018: $509,285Liabilities 2018: $0Net Assets 2018: $509,2852018Assets 2019: $506,988Liabilities 2019: $0Net Assets 2019: $506,9882019Assets 2020: $501,583Liabilities 2020: $0Net Assets 2020: $501,5832020Assets 2021: $513,185Liabilities 2021: $0Net Assets 2021: $513,1852021Assets 2022: $513,340Liabilities 2022: $0Net Assets 2022: $513,3402022Assets 2023: $504,462Liabilities 2023: $0Net Assets 2023: $504,4622023Assets 2024: $483,380Liabilities 2024: $0Net Assets 2024: $483,3802024Assets 2025: $484,127Liabilities 2025: $0Net Assets 2025: $484,1272025

Highlighted filing

2012

Assets$558,644
Liabilities$0
Net Assets$558,644
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KExpenses 2011: $29,7332011Expenses 2012: $35,0632012Revenue 2013: $21,314Expenses 2013: $33,796Net Income 2013: -$12,4822013Revenue 2014: $34,564Expenses 2014: $35,355Net Income 2014: -$7912014Revenue 2015: $25,170Expenses 2015: $36,253Net Income 2015: -$11,0832015Revenue 2016: $20,564Expenses 2016: $35,878Net Income 2016: -$15,3142016Revenue 2018: $40,538Expenses 2018: $32,351Net Income 2018: $8,1872018Revenue 2019: $34,011Expenses 2019: $36,293Net Income 2019: -$2,2822019Revenue 2020: $29,551Expenses 2020: $34,939Net Income 2020: -$5,3882020Revenue 2021: $47,936Expenses 2021: $36,250Net Income 2021: $11,6862021Revenue 2022: $38,680Expenses 2022: $38,469Net Income 2022: $2112022Revenue 2023: $29,824Expenses 2023: $38,700Net Income 2023: -$8,8762023Revenue 2024: $14,068Expenses 2024: $34,707Net Income 2024: -$20,6392024Revenue 2025: $37,071Expenses 2025: $36,324Net Income 2025: $7472025

Highlighted filing

2012

Revenue-
Expenses$35,063
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Sep 8, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$7,613-$7,613
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONAPROGRAM SUPPORTPUBLIC CHARITYTUCSON, AZ, US$13,534
Paid GrantTUCSON HEBREW ACADEMYPROGRAM SUPPORTPUBLIC CHARITYTUCSON, AZ, US$2,553
Paid GrantCHILDREN'S OUTING ASSOCIATIONPROGRAM SUPPORTPUBLIC CHARITYMILWAUKEE, WI, US$1,277
Paid GrantCONGREGATION ANSHE SFARD-KEHILLAT TORAHPROGRAM SUPPORTRELIGION/TEMPLEMILWAUKEE, WI, US$1,277
Paid GrantHADASSAH WOMEN'S ZIONIST ORGANIZATION - YOUTH ALIYAH FUNDOPERATIONSPUBLIC CHARITYNEW YORK, NY, US$1,277
Paid GrantHADDASSAH WOMEN'S ZIONIST ORGANIZATION- RAMAH GROUP TUCSONOPERATIONSPUBLIC CHARITYTUCSON, AZ, US$1,277
Paid GrantHANDMAKER JEWISH SERVICES FOR THE AGING INCPROGRAM SUPPORTPUBLIC CHARITYTUCSON, AZ, US$1,277
Paid GrantMILWAUKEE JEWISH HOMEOPERATIONSPUBLIC CHARITYMILWAUKEE, WI, US$1,277
Paid GrantTEMPLE EMANU-EL - ENDOWMENT FUNDPROGRAM SUPPORTRELIGION/TEMPLETUCSON, AZ, US$1,277
Paid GrantJEWISH NATIONAL FUNDPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$510
Filing and Contact Details

Filer

EIN
20-6017545
Raw XML AppendixShowing 400 of 497 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
AccountingFeesSchedule/AccountingFees/Amount0825
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0825
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue05731
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue118359
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue222866
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue390430
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue425070
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue512263
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue615736
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue717579
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue818647
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue912535
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV06018
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV118657
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV223602
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV391691
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV424626
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV511988
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV617722
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV716982
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV818911
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV912510
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BLACKROCK HIGH YIELD BOND - 775.507 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE FLOATING RATE I - 2066.15 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL FUND 3580 5.91% - 2980.104 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL FUND 3133 0.70% - 8343.167 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4RIDGEWORTH FDS SEIX FLRT HI I - 2776.301 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5DREYFUS LAUREL EMG MKT DEBT LOC C-1 - 827.309 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM STR INC OPP FD FUND 3844 3.25% - 1531.704 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JPM INTL CURRENCY INCOME FD 1.11% - 1524.38 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8JPM TR I INFL MANAGED BD - SEL 2.19% - 1760.812 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9JPM TR I MLT SC INCM SL 2.35% - 1239.862 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue012416
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue15885
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue25100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35530
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue412279
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue59612
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue67699
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue76322
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue82817
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue912936
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1011287
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1112416
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue128460
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1327724
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue147029
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1520877
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue167025
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1720604
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1812151
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1925914
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue206341
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue216074
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue224708
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue235731
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue245060
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2514449
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2615437
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV012381
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV17559
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV27415
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV36138
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV411341
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV511578
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV611941
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV76346
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV83367
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV915178
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1011873
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1214174
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV146624
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1520749
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV166341
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1924032
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV206071
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV216314
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV228418
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV235418
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV245824
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2514991
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2619310
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0THORNBURG VALUE FUND FD CL I - 371.68 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1JPM REALTY INCOME FD - INSTL FUND 1372 - 653.893 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ISHARES S&P MIDCAP 400 INDEX FUND - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3MFS INTL VALUE-I - 228.607 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES MSCI EAFE INDEX FUND - 211 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARTISAN INTL VALUE FUND - INV - 422.705 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6FMI FDS INC LARGE CAP FD - 706.986 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ARBITRAGE FUNDS - I CL I - 483.354 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM 3 INCOME FD - SEL FUND 3128 - 329.474 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 603.014 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM INTREPID AMERICA FD - SEL FUND 1206 - 464.691 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTREPID VALUE FD - SEL FUND 1136 - 506.156 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 1307.602 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM INTL VALUE FD - SEL FUND 1296 - 1893.592 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM EM MKTS 3 FD - SEL FUND 1235 - 293.228 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPM ASIA 3 FD - SEL FUND 1134 - 658.893 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16VANGUARD MSCI EMERGING MARKETS ETF - 149 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 1059.556 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18POWERSHARES DB COMMODITY INDEX TRACKING FUND - 422 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19MANNING & NAPIER FUND INC 3 SERIES - 1262.87 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20EATON VANCE MUT FDS TR GB MACRO ABSOLUTE RTN I - 610.735 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21GATEWAY FUND - Y - 232.653 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22SPDR GOLD TRUST - 52 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 300.84 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24MATTHEWS PACIFIC TIGER INSTL FUND - 258.708 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25JPM TR I MIDCAP CORE - SEL - 834.238 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JPMORGAN TAX AWARE 3 FUND - 991.803 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount012281
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount013308
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount011
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount025600
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0231350
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV0584847
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0568073
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-04-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-04-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-04-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SALES IN ACCOUNT OF PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1STCG FROM POWERSHARES DB
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2LTCG FROM POWERSHARES DB
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3OTHER CAP GAINS FR POWERSHARES DB
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4CAPITAL GAINS DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-9
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases034
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0558644
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0568073
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0558644
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj028578
IRS990PF/DistributableAmount/DistributableAmountBeforeDed028578
IRS990PF/DistributableAmount/MinimumInvestmentReturn028956
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
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IRS990PF/DistributableAmount/TotalTax0378
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0378
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0500
IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0587932
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0564527
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08819
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn028956
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0579113
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0587932
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation07613
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JPMORGAN CHASE BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1010 S DEARBORN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHICAGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode060603
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct030181
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets029992
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051790
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.039802
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.062300
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.061013
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.046939
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.048895
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0579113
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10592107
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20575630
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30596449
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40738346
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50734530
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0189
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions028264
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1023567
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2035862
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3036391
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4034657
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5035915
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.258949
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions028264
IRS990PF/QualifyingDistributions/ExpensesAndContributions028264
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions028264
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JPMORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02149652903
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ROSS AVE 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/StatesFiledWith0AZ
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NA
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/Amount01277
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11277
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21277
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31277
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41277
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount513534
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6510
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71277
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81277
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount92553
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHILDREN'S OUTING ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CONGREGATION ANSHE SFARD-KEHILLAT TORAH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12HADASSAH WOMEN'S ZIONIST ORGANIZATION - YOUTH ALIYAH FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13HADDASSAH WOMEN'S ZIONIST ORGANIZATION- RAMAH GROUP TUCSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14HANDMAKER JEWISH SERVICES FOR THE AGING INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16JEWISH NATIONAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17MILWAUKEE JEWISH HOME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18TEMPLE EMANU-EL - ENDOWMENT FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19TUCSON HEBREW ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1RELIGION/TEMPLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8RELIGION/TEMPLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10909 E NORTH AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine116717 N GREEN BAY AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1250 WEST 58TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133748 N SCHINO RIDGE PL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142221 NORTH ROSEMONT BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine153822 EAST RIVER ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1642 EAST 69TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine171414 N PROSPECT AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18225 N COUNTRY CLUB ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine193888 EAST RIVER ROAD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$558,644
Liabilities
$0
Net assets
$558,644
Revenue
-
Expenses
$35,063
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.37$0.36$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$0.14$0.35$0.21
2023Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.30$0.39$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.00$5.13$0.39$0.38$0.00
2021Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.48$0.36$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$0.30$0.35$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.00$5.07$0.34$0.36$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.00$5.09$0.41$0.32$0.08
2016Summary only. Only limited summary data is available for this year.$5.17$0.00$0.21$0.36$0.15
2015Summary only. Only limited summary data is available for this year.$5.32$0.00$0.25$0.36$0.11
2014Summary only. Only limited summary data is available for this year.$5.43$0.00$0.35$0.35$0.01
2013Summary only. Only limited summary data is available for this year.$5.46$0.00$0.21$0.34$0.12
2012Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.35
2011Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.30