Civic Intelligence

Jez Charitable Trust

990PF • Fiscal year 2012 • EIN 26-3536659

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 10, 2013

Organization Profile
20 Church Street06103
Siviq Scores

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

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

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

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

Asset Growth

72nd percentile

8.6%

Faster asset growth than 72% 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 / Assets60th percentile

Assets

Down

$921,762

Down $311,099 (-25%) from 2010

Net Assets

Down

$871,388

Down $304,843 (-26%) from 2010

Liabilities

Down

$50,374

Down $6,256 (-11%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$79,878

Down $167,574 (-68%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,232,861Liabilities 2010: $56,630Net Assets 2010: $1,176,2312010Assets 2012: $921,762Liabilities 2012: $50,374Net Assets 2012: $871,3882012

Highlighted filing

2012

Assets$921,762
Liabilities$50,374
Net Assets$871,388
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Expenses 2010: $247,4522010Expenses 2012: $79,8782012

Highlighted filing

2012

Revenue-
Expenses$79,878
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 10, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD P HOFFMANTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Approved Future GrantPAUL SMITH'S COLLEGESCHOLARSHIPS-PAUL SMITH, NY, US$26,970
Approved Future GrantUNIV OF MA AMHERST FDNSCHOLARSHIPS-AMHERST, MA, US$26,970
Paid GrantPAUL SMITH'S COLLEGESCHOLARSHIPS-PAUL SMITH, NY, US$25,026
Paid GrantUNIV OF MA AMHERST FDNSCHOLARSHIPS-AMHERST, MA, US$25,026
Filing and Contact Details

Filer

EIN
26-3536659
Raw XML Appendix392 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0ABB LTD (1000S)
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1BEST BUY (1500S)
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0US EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1INTERNATIONAL EQUITIES
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THE ACTIVITY PROVIDES FUNDING TO THE UNIVERSITY OF MASSACHUSETTS AMHERST AND TO PAUL SMITH'S COLLEGE FOR SCHOLARSHIPS TO BE AWARDED FOR QUALIFYING APPLICANTS WHO ARE ENROLLED IN THE STUDY OF FORESTRY OR OTHER ENVIRONMENTAL SUBJECTS.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1050052
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0JEZ CHARITABLE TRUST IS NOT USING ANY SELECTION PROCESS AS THE TRUST PROVIDES FUNDS ONLY TO TWO ORGANIZATIONS. THE UNIVERSITY OF MASSACHUSETTS AMHERST AND PAUL SMITH'S COLLEGE WILL AWARD SCHOLARSHIPS TO QUALIFIED APPLICANTS BASED ON THE "COURT JUDGEMENT".
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THE ACTIVITY PROVIDES FUNDING ONLY TO THE UNIVERSITY OF MASSACHUSETTS AMHERST AND TO PAUL SMITH'S COLLEGE FOR SCHOLARSHIPS TO BE AWARDED FOR QUALIFYING APPLICANTS WHO ARE ENROLLED IN THE STUDY OF FORESTRY OR OTHER ENVIRONMENTAL SUBJECTS.
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount026970
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount126970
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution0SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution1SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine10PAUL SMITH'S COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine11UNIV OF MA AMHERST FDN
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine10ROUTE 86 30
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine11300 MASSACHUSETTS AVE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City0PAUL SMITH
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City1AMHERST
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/ZIPCode012970
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/ZIPCode101003
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount025026
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount125026
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10PAUL SMITH'S COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11UNIV OF MA AMHERST FDN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ROUTE 86 30
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11300 MASSACHUSETTS AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PAUL SMITH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1AMHERST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode012970
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode101003
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture053940
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear050052
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear043272
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted043272
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1058773
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20113718
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear309408
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0201790
IRS990PF/UndistributedIncome/ExcessFromCurrentYear019891
IRS990PF/UndistributedIncome/ExcessFromYear1058773
IRS990PF/UndistributedIncome/ExcessFromYear20113718
IRS990PF/UndistributedIncome/ExcessFromYear309408
IRS990PF/UndistributedIncome/QualifyingDistributions063163
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus019891
IRS990PF/UndistributedIncome/TotalCorpus0201790
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0181899
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount09198
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps09198
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1INSURANCE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps03913
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks03913
OtherIncreasesSchedule/OtherIncreases/Amount0246058
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue0115
OtherLiabilitiesSchedule/OtherLiabilities/Description0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue0322
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount08774
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome08774
TaxesSchedule/Taxes/Amount0323
TaxesSchedule/Taxes/Amount1322
TaxesSchedule/Taxes/Category0FOREIGN TAX EXPENSE
TaxesSchedule/Taxes/Category1EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome0323
TaxesSchedule/Taxes/NetInvestmentIncome1322
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0263536659
ReturnHeader/Filer/Name/BusinessNameLine10JEZ CHARITABLE TRUST
ReturnHeader/Filer/NameControl0JEZC
ReturnHeader/Filer/Phone08602418676
ReturnHeader/Filer/USAddress/AddressLine1020 CHURCH STREET
ReturnHeader/Filer/USAddress/City0HARTFORD
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006103
ReturnHeader/Officer/DateSigned02013-04-10
ReturnHeader/Officer/Name0DONALD P HOFFMAN
ReturnHeader/Officer/Phone08602418676
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-04-10
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BUDWITZ & MEYERJACK PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10322 MAIN STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FARMINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode006032
ReturnHeader/Preparer/Name0MICHAEL A ZIEBKA CPA
ReturnHeader/Preparer/Phone08606778303
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-10T17:09:00-05:00

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
$921,762
Liabilities
$50,374
Net assets
$871,388
Revenue
-
Expenses
$79,878
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$0.92$0.05$0.87$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.23$0.06$1.18$0.25