Civic Intelligence

Freeman Grace M Para 4Th XXXXX0002

990 • Fiscal year 2011 • EIN 22-6092592

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

Jpmorgan Chase Banknapo Box 303853201
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

60th percentile

3.5%

Faster asset growth than 60% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$218,723

Up $7,345 (+3.5%) from 2010

Net Assets

Up

$218,723

Up $7,345 (+3.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$7,820

Down $38 (-0.5%) from 2010

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.

$300K$200K$100K$0Assets 2010: $211,378Liabilities 2010: $0Net Assets 2010: $211,3782010Assets 2011: $218,723Liabilities 2011: $0Net Assets 2011: $218,7232011Assets 2013: $226,671Liabilities 2013: $02013Assets 2014: $225,730Liabilities 2014: $02014Assets 2015: $217,871Liabilities 2015: $02015Assets 2019: $208,102Liabilities 2019: $0Net Assets 2019: $208,1022019Assets 2020: $205,627Liabilities 2020: $0Net Assets 2020: $205,6272020Assets 2021: $208,042Liabilities 2021: $0Net Assets 2021: $208,0422021Assets 2022: $195,813Liabilities 2022: $0Net Assets 2022: $195,8132022Assets 2023: $191,037Liabilities 2023: $0Net Assets 2023: $191,0372023Assets 2024: $189,041Liabilities 2024: $0Net Assets 2024: $189,0412024

Highlighted filing

2011

Assets$218,723
Liabilities$0
Net Assets$218,723

Operations Trend

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

$20K$10K$0-$10K-$20KExpenses 2010: $7,8582010Expenses 2011: $7,8202011Revenue 2013: $16,341Expenses 2013: $7,577Net Income 2013: $8,7642013Revenue 2014: $9,889Expenses 2014: $10,719Net Income 2014: -$8302014Revenue 2015: $7,487Expenses 2015: $15,342Net Income 2015: -$7,8552015Revenue 2019: $11,727Expenses 2019: $15,502Net Income 2019: -$3,7752019Revenue 2020: $12,915Expenses 2020: $15,352Net Income 2020: -$2,4372020Revenue 2021: $18,444Expenses 2021: $16,046Net Income 2021: $2,3982021Revenue 2022: $4,830Expenses 2022: $16,999Net Income 2022: -$12,1692022Revenue 2023: $11,035Expenses 2023: $15,426Net Income 2023: -$4,3912023Revenue 2024: $13,780Expenses 2024: $15,298Net Income 2024: -$1,5182024

Highlighted filing

2011

Revenue-
Expenses$7,820
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Gross Receipts
$123,819
Filing and Contact Details

Filer

EIN
22-6092592
Raw XML Appendix286 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
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0PROVIDES SUPPORT FOR THE GRACE M FREEMAN HALL AT MONTCLAIR STATE UNIVERSITY
IRS990/AddressPrincipalOfficerUS/AddressLine10JPMORGAN CHASE BANKNAPO BOX 3038
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053201
IRS990/AmountOfTaxExemptInterest00
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY0211378
IRS990/CapStckTrstPrinCurrentFunds/EOY0218723
IRS990/CashNonInterestBearing/BOY0131
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral03181
IRS990/CompCurrentOfficersDirectors/Total03181
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0MONTCLAIR STATE UNIVERSITY, 1 NORMAL AVE.,MONTCLAIR, NJ 07043
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense04578
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FiledLieu104101
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek02.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0JPMORGAN CHASE BANK NA
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities010450
IRS990/Gaming00
IRS990/Grants04578
IRS990/GrantsAndSimilarAmntsCY04578
IRS990/GrantsAndSimilarAmntsPriorYear04965
IRS990/GrantsToDomesticOrgs/ProgramServices04578
IRS990/GrantsToDomesticOrgs/Total04578
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities0118815
IRS990/GrossReceipts0123819
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InvestmentIncomeCurrentYear015454
IRS990/InvestmentIncome/ExclusionAmount05004
IRS990/InvestmentIncomePriorYear07584
IRS990/InvestmentIncome/TotalRevenueColumn05004
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY0192210
IRS990/InvestmentsPubTradedSecurities/EOY0201823
IRS990/LessCostOthBasisSalesExpenses/Securities0108365
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0ENDOWMENT FUND FOR THE GRACE FREEMAN HALL AT MONTCLAIR STATE UNIVERSITY
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0KEVIN L REINDL
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0211378
IRS990/NetAssetsOrFundBalancesEOY0218723
IRS990/NetGainOrLossInvestments/ExclusionAmount010450
IRS990/NetGainOrLossInvestments/TotalRevenueColumn010450
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization4947a10X
IRS990/OtherExpensePriorYear054
IRS990/OtherExpensesCurrentYear061
IRS990/OtherExpenses/Description0FOREIGN INCOME TAX WITH
IRS990/OtherExpenses/Description1MISC INV EXP
IRS990/OtherExpenses/ManagementAndGeneral049
IRS990/OtherExpenses/ManagementAndGeneral112
IRS990/OtherExpenses/Total049
IRS990/OtherExpenses/Total112
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0-289
IRS990/ReconcilationRevenueExpenses07634
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY07634
IRS990/RevenuesLessExpensesPriorYear0-274
IRS990/SalariesEtcCurrentYear03181
IRS990/SalariesEtcPriorYear02839
IRS990/SavingsAndTempCashInvestments/BOY019037
IRS990/SavingsAndTempCashInvestments/EOY016900
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts04578
IRS990ScheduleA/SupportedOrgInformation/Amount04578
IRS990ScheduleA/SupportedOrgInformation/EIN0222912682
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10MONTCLAIR STATE UNIVERSITY MONTCLAIR NJ 07043
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization02
IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired00
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses02919
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance0211676
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance0211378
IRS990ScheduleD/CurrentYearMinus1Year/GrantsOrScholarships04965
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses07584
IRS990ScheduleD/CurrentYearMinus2Years/AdministrativeExpenses02769
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance0223381
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance0211662
IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships04266
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0-4684
IRS990ScheduleD/CurrentYearMinus3Years/AdministrativeExpenses03120
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance0247259
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance0223381
IRS990ScheduleD/CurrentYearMinus3Years/GrantsOrScholarships06241
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses0-14517
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs01
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE TRUST WAS FORMED TO PROVIDE SUPPORT FOR THE GRACE FREEMAN HALL AT MONTCLAIR STATE UNIVERSITY.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. JPMORGAN CHASE BANK, N.A. HAS A DEDICATED ADMINISTRATIVE SERVICES GROUP DESIGNATED AS THE NATIONAL CHARITABLE ACCOUNT ADMINISTRATION GROUP (NCAA). ADMINISTRATORS IN THIS GROUP FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. NCAA DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, PROVIDING EXPENDITURE RESPONSIBILITY REPORTS AS NEEDED AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST. THIS TRUST IS SUPPORTED BY NCAA AS WELL AS AN INDIVIDUAL TRUST ADMINISTRATOR.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation1COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES.
IRS990ScheduleO/GeneralExplanation/Explanation2AS TRUSTEE, JPMORGAN CHASE BANK, N.A., MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATIONS. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JPMORGAN CHASE BANK, N.A., DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY, HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JPMORGAN CHASE BANK, N.A., STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT.
IRS990ScheduleO/GeneralExplanation/Explanation3JPMORGAN CHASE BANK, NA - P.O. BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation4NONDIVIDEND DISTRIBUTIONS/RETURN OF CAPITAL 20. ADJUSTMENTS TO CARRYING VALUE/BASIS -70. MUTUAL FUND TIMING DIFFERENCE -239. TOTAL TO FORM 990, PART XI, LINE 5: -289.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0NJ
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102200 ROSS AVENUE
IRS990/TheBooksAreInCareOf/AddressUS/City0DALLAS
IRS990/TheBooksAreInCareOf/AddressUS/State0TX
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode075201
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber02149652909
IRS990/TotalAssets/BOY0211378
IRS990/TotalAssetsBOY0211378
IRS990/TotalAssets/EOY0218723
IRS990/TotalAssetsEOY0218723
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear07820
IRS990/TotalExpensesPriorYear07858
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral03242
IRS990/TotalFunctionalExpenses/ProgramServices04578
IRS990/TotalFunctionalExpenses/Total07820
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0211378
IRS990/TotalLiabNetAssetsFundBalances/EOY0218723
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0211378
IRS990/TotalNetAssetsFundBalances/EOY0218723
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense04578
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear015454
IRS990/TotalRevenue/ExclusionAmount015454
IRS990/TotalRevenuePriorYear07584
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn015454
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01967
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0226092592
ReturnHeader/Filer/Name/BusinessNameLine10GRACE M FREEMAN TRUST R55110002
ReturnHeader/Filer/NameControl0FREE
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNAPO BOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-19T14:51:11-05:00

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