Civic Intelligence

Estelle & William Murphy Educational Trust

990PF • Fiscal year 2020 • EIN 22-6851612

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 24, 2021

Organization Profile
255 Clinton TerraceLyndhurst, NJ 07071

(201) 420-2742

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2020 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

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

2020 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2020

Net Margin

47th percentile

6.5%

Higher net margin than 47% of similar nonprofits.

2020 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2020

Asset Growth

34th percentile

1.5%

Faster asset growth than 34% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

2.2%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$1,272,683

Up $19,168 (+1.5%) from 2019

Net Assets

Up

$1,272,683

Up $19,168 (+1.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin47th percentile

Revenue

Up

$37,322

Up $791 (+2.2%) from 2019

Expenses

Up

$34,885

Up $280 (+0.8%) from 2019

Net Income

Up

$2,437

Up $511 (+27%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $944,568Liabilities 2011: $02011Assets 2012: $1,002,323Liabilities 2012: $02012Assets 2013: $1,064,999Liabilities 2013: $0Net Assets 2013: $1,064,9992013Assets 2014: $1,092,067Liabilities 2014: $0Net Assets 2014: $1,092,0672014Assets 2015: $1,041,210Liabilities 2015: $0Net Assets 2015: $1,041,2102015Assets 2016: $1,102,458Liabilities 2016: $0Net Assets 2016: $1,102,4582016Assets 2017: $1,173,957Liabilities 2017: $0Net Assets 2017: $1,173,9572017Assets 2018: $1,070,429Liabilities 2018: $0Net Assets 2018: $1,070,4292018Assets 2019: $1,253,515Liabilities 2019: $0Net Assets 2019: $1,253,5152019Assets 2020: $1,272,683Liabilities 2020: $0Net Assets 2020: $1,272,6832020Assets 2021: $1,446,511Liabilities 2021: $0Net Assets 2021: $1,446,5112021Assets 2022: $1,469,587Liabilities 2022: $0Net Assets 2022: $1,469,5872022Assets 2023: $1,396,466Liabilities 2023: $0Net Assets 2023: $1,396,4662023Assets 2024: $1,584,775Liabilities 2024: $0Net Assets 2024: $1,584,7752024

Highlighted filing

2020

Assets$1,272,683
Liabilities$0
Net Assets$1,272,683
Open 2020 Filing

Operations Trend

Revenue Growth57th percentile

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

$100K$50K$0-$50KRevenue 2011: -$14,696Expenses 2011: $23,831Net Income 2011: -$38,5272011Revenue 2012: $34,014Expenses 2012: $22,371Net Income 2012: $11,6432012Revenue 2013: $24,532Expenses 2013: $6,027Net Income 2013: $18,5052013Revenue 2014: $32,316Expenses 2014: $27,310Net Income 2014: $5,0062014Revenue 2015: $37,706Expenses 2015: $26,591Net Income 2015: $11,1152015Revenue 2016: $26,612Expenses 2016: $27,864Net Income 2016: -$1,2522016Revenue 2017: $59,100Expenses 2017: $25,998Net Income 2017: $33,1022017Revenue 2018: $41,247Expenses 2018: $29,882Net Income 2018: $11,3652018Revenue 2019: $36,531Expenses 2019: $34,605Net Income 2019: $1,9262019Revenue 2020: $37,322Expenses 2020: $34,885Net Income 2020: $2,4372020Revenue 2021: $25,025Expenses 2021: $34,250Net Income 2021: -$9,2252021Revenue 2022: $46,697Expenses 2022: $40,484Net Income 2022: $6,2132022Revenue 2023: $47,984Expenses 2023: $40,980Net Income 2023: $7,0042023Revenue 2024: $47,057Expenses 2024: $46,405Net Income 2024: $6522024

Highlighted filing

2020

Revenue$37,322
Expenses$34,885
Net Income$2,437
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 24, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCIS M BIANCHITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Estelle & William Murphy
EIN
22-6851612
Phone
2014202742
Address
255 CLINTON TERRACE, LYNDHURST, NJ 07071

Signing Officer

Name
Francis M Bianchi
Title
Trustee
Phone
2014202742
Signed
2021-04-24

Preparer

Firm
Jwr Financial Services LLC
Address
1010 SUMMIT AVENUE, UNION CITY, NJ 07087-5512
Preparer
Frank Santomauro
Phone
2018641653
Raw XML Appendix236 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/AccountingFeesDetail/AdjustedNetIncomeAmt02100
AccountingFeesSchedule/AccountingFeesDetail/Amt02100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0JWR FINANCIAL SERVICES LLC
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02100
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02009-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SOLD SHARES THROUGH MERRILL LYNCH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt016
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt066
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01086119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01086119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRILL LYNCH
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt034550
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt02772
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt037322
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt037322
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt027432
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02722
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt027767
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt027767
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt034550
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034550
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034550
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02437
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02788
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02772
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt05018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05018
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt034550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt07118
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt027767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07118
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt034885
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt037272
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt037322
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt07118
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07118
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02722
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02437
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt016731
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01272683
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01253515
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01272683
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt062261
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt062261
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt062261
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt062680
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0419
IRS990PF/DistributableAmountGrp/TotalTaxAmt0419
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0419
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0419
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0419
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0492
IRS990PF/FMVAssetsEOYAmt01272683
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01129015
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01086119
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01129015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01086119
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01086119
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0124500
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0186564
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0124500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0186564
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0186564
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01253515
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01272683
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01272683
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01253515
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01272683
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01253515
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01272683
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01272683
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0186564
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01086119
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019090
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt062680
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01253593
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01272683
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANCIS M BIANCHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0255 CLINTON TERR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LYNDHURST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007071
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt027767
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt027767
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt027767
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INTEREST AND DIVIDENDS PROVIDE FUNDS FOR AWARDING SCHOLARSHIPS TO NEEDY STUDENTS IN THE NORTH ARLINGTON AND LYNDHURST, NJ AREA.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FRANCIS M BIANCHI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0255 CLINTON TERRACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LYNDHURST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007071
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02019350029
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0LYNDHURST HIGH SCHOOL JOHN MACLEAN AWARDS FOR JEREMY PIOS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt027767
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FRANCIS M BIANCHI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02014202742
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt055 CLINTON TERRACE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LYNDHURST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd007070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt027767
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JEREMY PIOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 WEART AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0400 WEART AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LYNDHURST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007071
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027767
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027767
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062261
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt034494
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023821
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt034494
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032594
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032594
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027767
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt032594
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt067088
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt05018
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FIDUCIARY ADMIN. FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05018
OtherIncreasesSchedule/OtherIncreasesDetail/Amt016731
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN MARKET VALUE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCIS M BIANCHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02014202742
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESTELLE & WILLIAM MURPHY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ESTE
ReturnHeader/Filer/EIN0226851612
ReturnHeader/Filer/PhoneNum02014202742
ReturnHeader/Filer/USAddress/AddressLine1Txt0255 CLINTON TERRACE
ReturnHeader/Filer/USAddress/CityNm0LYNDHURST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007071
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223321725
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JWR FINANCIAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01010 SUMMIT AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UNION CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070875512
ReturnHeader/PreparerPersonGrp/PhoneNum02018641653
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK SANTOMAURO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-24T13:51:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANCIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BIANCHI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,272,683
Liabilities
$0
Net assets
$1,272,683
Revenue
$37,322
Expenses
$34,885
Net income
$2,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.05$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.05$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.05$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.03$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.04$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.04$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.01$0.02
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$0.03$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$0.94$0.00$0.01$0.02$0.04