Civic Intelligence

Winnifred C Howard Charitable Remainder Unitrust

990PF • Fiscal year 2012 • EIN 25-6910655

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 30, 2013

Organization Profile
1 West 4th Street D4000-04127101
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M 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

95th percentile

$39,720

Higher top officer pay than 95% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

41st percentile

-1.0%

Faster asset growth than 41% of similar nonprofits.

2012 filings • $1M-$5M 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 / Assets27th percentile

Assets

Down

$3,307,224

Down $31,962 (-1.0%) from 2011

Net Assets

Down

$3,307,224

Down $31,962 (-1.0%) 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

$181,741

Up $40,526 (+29%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,339,186Liabilities 2011: $0Net Assets 2011: $3,339,1862011Assets 2012: $3,307,224Liabilities 2012: $0Net Assets 2012: $3,307,2242012Assets 2018: $3,109,513Liabilities 2018: $0Net Assets 2018: $3,109,5132018Assets 2019: $3,275,087Liabilities 2019: $0Net Assets 2019: $3,275,0872019Assets 2020: $3,213,596Liabilities 2020: $0Net Assets 2020: $3,213,5962020Assets 2021: $3,380,677Liabilities 2021: $0Net Assets 2021: $3,380,6772021Assets 2022: $3,285,514Liabilities 2022: $0Net Assets 2022: $3,285,5142022Assets 2023: $3,157,787Liabilities 2023: $0Net Assets 2023: $3,157,7872023Assets 2024: $3,112,414Liabilities 2024: $0Net Assets 2024: $3,112,4142024

Highlighted filing

2012

Assets$3,307,224
Liabilities$0
Net Assets$3,307,224
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $141,2152011Expenses 2012: $181,7412012Revenue 2018: $193,866Expenses 2018: $205,511Net Income 2018: -$11,6452018Revenue 2019: $377,079Expenses 2019: $211,800Net Income 2019: $165,2792019Revenue 2020: $151,092Expenses 2020: $211,711Net Income 2020: -$60,6192020Revenue 2021: $380,658Expenses 2021: $214,071Net Income 2021: $166,5872021Revenue 2022: $143,852Expenses 2022: $238,378Net Income 2022: -$94,5262022Revenue 2023: $94,077Expenses 2023: $218,190Net Income 2023: -$124,1132023Revenue 2024: $171,640Expenses 2024: $220,061Net Income 2024: -$48,4212024

Highlighted filing

2012

Revenue-
Expenses$181,741
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 30, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$39,720-$39,720
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAVE THE CHILDREN FEDERATION INCGENERALPUBLIC CHARITYWESTPORT, CT, US$17,638
Paid GrantAMERICARESGENERALPUBLIC CHARITYSTAMFORD, CT, US$17,638
Paid GrantCAREGENERALPUBLIC CHARITYATLANTA, GA, US$17,638
Paid GrantU S COMMITTEE FOR UNICEFGENERALPUBLIC CHARITYNEW YORK, NY, US$17,638
Paid GrantCOVENANT HOUSEGENERALPUBLIC CHARITYNEW YORK, NY, US$17,638
Paid GrantMEDFORD LEASGENERALPUBLIC CHARITYMEDFORD, NJ, US$17,638
Paid GrantTHE PRESBYTERIAN HOMES OF NEWGENERALPUBLIC CHARITYPRINCETON, NJ, US$17,638
Paid GrantTHE PHILADELPHIA ORCHESTRAGENERALPUBLIC CHARITYPHILADELPHIA, PA, US$17,638
Filing and Contact Details

Filer

EIN
25-6910655
Raw XML AppendixShowing 400 of 847 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ExplnOfNonFilingWithAGStmt/Statement0New Jersey does not require a copy of the 990PF if contributions are less than $10,000.
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32008-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42008-03-26
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-08-26
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82007-09-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102012-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132010-12-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202010-12-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222010-12-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262011-10-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292011-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired312011-05-25
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired352011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired362011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired372011-08-26
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired402012-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired412012-02-14
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired502010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired512010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired522010-12-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-02-10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312012-02-10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372012-11-19
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392012-05-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4251. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset54019.302 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset62132.799 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset72539.899 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset83908.468 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset94982.215 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset102959.317 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11192. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13177. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14147. GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset153562.713 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16160. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset175492. HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1846. ISHARES S&P 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19358. ISHARES S&P 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20551. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21152. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22157. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset232810. LAUDUS MONDRIAN INTL FI-INST #2940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24262. MFS VALUE FUND-CLASS I #893
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset253959. MAINSTAY EP US EQ YLD-IS #1204
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset263947.352 MAINSTAY EP US EQ YLD-IS #1204
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset271110.6 MERGER FD SH BEN INT
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset296376.816 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset302609.841 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset311799.343 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset321075.041 PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33789.028 PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset341553.931 PIMCO FOREIGN BOND FUND-INST
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset371981. RIDGEWORTH SEIX HY BD-I #5855
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset388997.996 ROWE T PRICE SHORT TERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset398409.004 ROWE T PRICE SHORT TERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4025994. ROWE T PRICE SHORT TERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4110269. ROWE T PRICE SHORT TERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42209. SPDR DJ WILSHIRE INTERNATIONAL REAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset43146. SPDR DJ WILSHIRE INTERNATIONAL REAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset44184. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset45272.242 TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset461339.758 TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset471608.193 TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4893.699 TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4985. VANGARD MSCI EMERGING MARKETS EFT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset50225. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5163. VANGUARD REIT VIPER

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,307,224
Liabilities
$0
Net assets
$3,307,224
Revenue
-
Expenses
$181,741
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.17$0.22$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.09$0.22$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.14$0.24$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.38$0.21$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.15$0.21$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.38$0.21$0.17
2018Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.19$0.21$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.14