Civic Intelligence

The Jerome a Schiff Charitable Trust

990PF • Fiscal year 2012 • EIN 31-1472444

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization Profile
Locke Fullerton Lundwall8 GROVE STREET Suite 40002482-7709
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

88th percentile

$23,161

Higher top officer pay than 88% of similar nonprofits.

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

Asset Growth

39th percentile

-1.3%

Faster asset growth than 39% 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

$1,193,285

Down $15,778 (-1.3%) from 2011

Net Assets

Down

$1,193,285

Down $15,778 (-1.3%) 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

$98,480

Up $3,469 (+3.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

2012

Assets$1,193,285
Liabilities$0
Net Assets$1,193,285
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$98,480
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A LOCKETrustee-$23,161-$23,161
A ARNOLD LUNDWALLTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBRANDEIS UNIVERSITYTO ESTABLISH UNDERGRADUATE RESEARCH FELLOWSHIPSPUBLIC CHARITY-SCHOOWALTHAM, MA, US$32,500
Paid GrantWELLESLEY COLLEGETO ESTABLISH UNDERGRADUATE RESEARCH FELLOWSHIPSPUBLIC CHARITY-SCHOOWELLESLEY, MA, US$32,500
Filing and Contact Details

Filer

EIN
31-1472444
Raw XML AppendixShowing 400 of 506 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/NameOfStock21,500 BANK OF AMERICA PFD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3700 CISCO SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4600 CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5250 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62,325 EATON VANCE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7375 EMERSON ELECTRIC CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10775 FOREST LABORATORIES INC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13750 GILEAD SCIENCES INC
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-07-21
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82010-10-14
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102008-08-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112009-11-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122012-01-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132008-08-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142012-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152010-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-04-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-08-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-09-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-03-02
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-1360
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10-1573
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11-3516
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-741
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-3142
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14-5046
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss154
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JOHN A LOCKE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07812357000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine108 GROVE STREET STE 400
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,193,285
Liabilities
$0
Net assets
$1,193,285
Revenue
-
Expenses
$98,480
Net income
-
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