Civic Intelligence

The Jerome a Schiff Charitable Trust

990PF • Fiscal year 2011 • EIN 31-1472444

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 15, 2012

Locke Fullerton Lundwall8 Grove Street02482-7709
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M 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

84th percentile

$17,975

Higher top officer pay than 84% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

23rd percentile

-5.0%

Faster asset growth than 23% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,209,063

Down $63,932 (-5.0%) from 2010

Net Assets

Down

$1,209,063

Down $63,932 (-5.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$95,011

Up $10,781 (+13%) 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.

$1.5M$1.0M$500K$0Assets 2010: $1,272,995Liabilities 2010: $0Net Assets 2010: $1,272,9952010Assets 2011: $1,209,063Liabilities 2011: $0Net Assets 2011: $1,209,0632011Assets 2012: $1,193,285Liabilities 2012: $0Net Assets 2012: $1,193,2852012Assets 2013: $1,144,004Liabilities 2013: $0Net Assets 2013: $1,144,0042013Assets 2014: $1,113,976Liabilities 2014: $0Net Assets 2014: $1,113,9762014Assets 2015: $1,127,673Liabilities 2015: $0Net Assets 2015: $1,127,6732015Assets 2016: $1,076,698Liabilities 2016: $0Net Assets 2016: $1,076,6982016Assets 2017: $1,039,191Liabilities 2017: $0Net Assets 2017: $1,039,1912017Assets 2018: $998,972Liabilities 2018: $0Net Assets 2018: $998,9722018Assets 2019: $944,945Liabilities 2019: $0Net Assets 2019: $944,9452019Assets 2020: $878,505Liabilities 2020: $0Net Assets 2020: $878,5052020Assets 2021: $934,894Liabilities 2021: $0Net Assets 2021: $934,8942021Assets 2022: $930,619Liabilities 2022: $0Net Assets 2022: $930,6192022Assets 2023: $972,205Liabilities 2023: $0Net Assets 2023: $972,2052023Assets 2024: $994,260Liabilities 2024: $0Net Assets 2024: $994,2602024

Highlighted filing

2011

Assets$1,209,063
Liabilities$0
Net Assets$1,209,063

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $84,2302010Expenses 2011: $95,0112011Expenses 2012: $98,4802012Revenue 2013: $58,888Expenses 2013: $108,169Net Income 2013: -$49,2812013Revenue 2014: $70,725Expenses 2014: $100,228Net Income 2014: -$29,5032014Revenue 2015: $103,472Expenses 2015: $89,775Net Income 2015: $13,6972015Revenue 2016: $34,141Expenses 2016: $85,116Net Income 2016: -$50,9752016Revenue 2017: $49,926Expenses 2017: $87,295Net Income 2017: -$37,3692017Revenue 2018: $28,833Expenses 2018: $69,052Net Income 2018: -$40,2192018Revenue 2019: $28,309Expenses 2019: $88,151Net Income 2019: -$59,8422019Revenue 2020: $20,641Expenses 2020: $87,173Net Income 2020: -$66,5322020Revenue 2021: $154,936Expenses 2021: $98,498Net Income 2021: $56,4382021Revenue 2022: $76,021Expenses 2022: $80,296Net Income 2022: -$4,2752022Revenue 2023: $126,394Expenses 2023: $87,264Net Income 2023: $39,1302023Revenue 2024: $108,631Expenses 2024: $86,482Net Income 2024: $22,1492024

Highlighted filing

2011

Revenue-
Expenses$95,011
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A LOCKETrustee-$17,975-$17,975
A ARNOLD LUNDWALLTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBRANDEIS UNIVERSITYTO ESTABLISH UNDERGRADUATE RESEARCH FELLOWSHIPSPUBLIC CHARITY-SCHOOWALTHAM, MA, US$31,000
Paid GrantWELLESLEY COLLEGETO ESTABLISH UNDERGRADUATE RESEARCH FELLOWSHIPSPUBLIC CHARITY-SCHOOWELLESLEY, MA, US$31,000
Filing and Contact Details

Filer

EIN
31-1472444
Raw XML AppendixShowing 400 of 474 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2700 CISCO SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3600 CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4350 DISNEY WALT COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5250 EXXON MOBIL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61,702 FIDELITY NAT'L FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7775 FOREST LABORATORIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81,080 GENERAL ELECTRIC CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9800 GENERAL MOTORS PFD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10750 GILEAD SCIENCES INC
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-63932
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01209063
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01272995
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01209063
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted064942
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj064942
IRS990PF/DistributableAmount/DistributableAmountBeforeDed064942
IRS990PF/DistributableAmount/MinimumInvestmentReturn065224
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0282
IRS990PF/DistributableAmount/TotalTax0282
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0678
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0960
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0282
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0282
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0282
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0960
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01218919
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01324347
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01324347
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable019865
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn065224
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01304482
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01324347
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation017975
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN A LOCKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1A ARNOLD LUNDWALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10LOCKE FULLERTON LUNDWALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11LOCKE FULLERTON LUNDWALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WELLESLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WELLESLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0024827709
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1024827709
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct056700
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets056418
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.043249
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.041247
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.047707
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.063635
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.063658
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01304482
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101333417
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201257690
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301282001
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401395260
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501406949
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0282
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions062000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1055000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2060000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear300
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4088788
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5089564
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.216247
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions061718
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions062000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0282
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions062000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JOHN A LOCKE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07812357000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine108 GROVE STREET STE 400
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WELLESLEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0024827709
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTERHEAD FORM INDICATING CHARITABLE NATURE OF APPLICATION AND A COPY OF INTERNAL REVENUE SERVICE LETTER STATING ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A).
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0john a locke TRUSTEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07812357000
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine108 GROVE STREET SUITE 400
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WELLESLEY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0024827709
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount031000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount131000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO ESTABLISH UNDERGRADUATE RESEARCH FELLOWSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO ESTABLISH UNDERGRADUATE RESEARCH FELLOWSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BRANDEIS UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11WELLESLEY COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY-SCHOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY-SCHOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.11$0.09$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.13$0.09$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.08$0.08$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.15$0.10$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.02$0.09$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.03$0.09$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.03$0.07$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.05$0.09$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.03$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.10$0.09$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.07$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.11$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.08