Civic Intelligence

Fitzsimonds Charitable Trust

990PF • Fiscal year 2011 • EIN 31-1723311

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 20, 2012

C/O Jpmorgan Chase Banknapobox 303853201
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

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$3,000,263

No earlier filing loaded for comparison.

Net Assets

$3,000,263

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$166,865

No earlier filing loaded for comparison.

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,000,263Liabilities 2011: $0Net Assets 2011: $3,000,2632011Assets 2017: $2,851,139Liabilities 2017: $0Net Assets 2017: $2,851,1392017Assets 2018: $2,883,407Liabilities 2018: $0Net Assets 2018: $2,883,4072018Assets 2019: $3,385,039Liabilities 2019: $0Net Assets 2019: $3,385,0392019Assets 2020: $3,284,091Liabilities 2020: $0Net Assets 2020: $3,284,0912020Assets 2021: $3,344,712Liabilities 2021: $0Net Assets 2021: $3,344,7122021Assets 2022: $3,205,615Liabilities 2022: $0Net Assets 2022: $3,205,6152022Assets 2023: $3,375,628Liabilities 2023: $0Net Assets 2023: $3,375,6282023Assets 2024: $3,056,568Liabilities 2024: $0Net Assets 2024: $3,056,5682024

Highlighted filing

2011

Assets$3,000,263
Liabilities$0
Net Assets$3,000,263

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $166,8652011Revenue 2017: $261,713Expenses 2017: $212,789Net Income 2017: $48,9242017Revenue 2018: $263,042Expenses 2018: $230,774Net Income 2018: $32,2682018Revenue 2019: $711,500Expenses 2019: $209,868Net Income 2019: $501,6322019Revenue 2020: $108,471Expenses 2020: $210,057Net Income 2020: -$101,5862020Revenue 2021: $291,898Expenses 2021: $231,220Net Income 2021: $60,6782021Revenue 2022: $100,879Expenses 2022: $239,972Net Income 2022: -$139,0932022Revenue 2023: $413,211Expenses 2023: $243,202Net Income 2023: $170,0092023Revenue 2024: $160,563Expenses 2024: $479,621Net Income 2024: -$319,0582024

Highlighted filing

2011

Revenue-
Expenses$166,865
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 20, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONA I FITZSIMONDSTrustee-$0--
MICHAEL HEDRICKTrustee-$0--
SUSAN L HEDRICKTrustee-$0--
STEPHEN FITZSIMONDSTrustee-$0--
MARY ELLEN FITZSIMONDSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED WAY OF GREATER MILWAUKEE INCPROGRAM SUPPORTPUBLIC CHARITYMILWAUKEE, WI, US$20,000
Paid GrantWINGS PROGRAM INCPROGRAM SUPPORTPUBLIC CHARITYPALATINE, IL, US$15,500
Paid GrantROGERS MEMORIAL HOSPITAL FOUNDATION INCPROGRAM SUPPORTPUBLIC CHARITYOCONOMOWOC, WI, US$10,000
Paid GrantLAST CHANCE HOUSE INCPROGRAM SUPPORTPUBLIC CHARITYCRYSTAL LAKE, IL, US$6,000
Paid GrantBOYS AND GIRLS CLUB OF GREATER CHICAGOPROGRAM SUPPORTPUBLIC CHARITYCHICAGO, IL, US$5,000
Paid GrantCOLUMBIA ST MARY'S FOUNDATION INCPROGRAM SUPPORTPUBLIC CHARITYGLENDALE, WI, US$5,000
Paid GrantEVANSTON TOWNSHIP HIGH SCHOOLGRANT : $2,000 BOYS GOLF, $2,000 BOYS WRESTLING, $1,000 GENERAL SUPPORTPUBLIC CHARITYEVANSTON, IL, US$5,000
Paid GrantMEDICAL COLLEGE OF WISCONSIN - EYE INSTITUTEPROGRAM SUPPORTPUBLIC CHARITYMILWAUKEE, WI, US$5,000
Paid GrantMIWAUKEE SYMPHONY ORCHESTRAPROGRAM SUPPORTPUBLIC CHARITYMILWAUKEE, WI, US$5,000
Paid GrantUNITED PERFORMING ARTS FUND INCPROGRAM SUPPORTPUBLIC CHARITYMILWAUKEE, WI, US$5,000
Paid GrantEVANSTON TOWNSHIP HIGH SCHOOL BOOSTERSGRANT: $3,000 GIRLS GOLF, $1000 GENERAL SUPPORTPUBLIC CHARITYEVANSTON, IL, US$4,000
Paid GrantALPHA CHI OMEGA FOUNDATION INCPROGRAM SUPPORTPUBLIC CHARITYINDIANAPOLIS, IN, US$3,000
Paid GrantBARRINGTON HIGH SCHOOLPROGRAM SUPPORTPUBLIC CHARITYBARRINGTON, IL, US$3,000
Paid GrantGIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANAPROGRAM SUPPORTPUBLIC CHARITYCHICAGO, IL, US$2,500
Paid GrantMETRO CHICAGO YOUTH FOR CHRISTOPERATING FUNDSPUBLIC CHARITYWHEATON, IL, US$2,500
Paid GrantADVOCATE LUTHERAN GENERAL HOSPGRANT:ADULT DOWN SYNDROME CENTERPUBLIC CHARITYPARK RIDGE, IL, US$2,000
Paid GrantCASA OF COOK COUNTYPROGRAM SUPPORTPUBLIC CHARITYCHICAGO, IL, US$2,000
Paid GrantETHS HEALTH CENTER FOUNDATIONPROGRAM SUPPORTPUBLIC CHARITYEVANSTON, IL, US$2,000
Paid GrantEVANSTON SCHOOL CHILDREN CLOTHING ASSOCIATIONPROGRAM SUPPORTPUBLIC CHARITYEVANSTON, IL, US$2,000
Paid GrantILLINOIS PROJECT FOR SPECIAL NEEDS CHILDRENPROGRAM SUPPORTPUBLIC CHARITYMUNDELEIN, IL, US$2,000
Paid GrantKAPPA ALPHA THETA FOUNDATIONPROGRAM SUPPORTPUBLIC CHARITYINDIANAPOLIS, IN, US$2,000
Paid GrantMEALS AT HOMEPROGRAM SUPPORTPUBLIC CHARITYWILMETTE, IL, US$2,000
Paid GrantSPECIAL OLYMPICS ILLINOISPROGRAM SUPPORTPUBLIC CHARITYNORMAL, IL, US$2,000
Paid GrantUNITED WAY OF EVANSTONPROGRAM SUPPORTPUBLIC CHARITYLAKE FOREST, IL, US$2,000
Paid GrantYOUTH JOB CENTER OF EVANSTON INCPROGRAM SUPPORTPUBLIC CHARITYEVANSTON, IL, US$2,000
Paid GrantBOY SCOUTS NORTHEAST ILLINOIS COUNCILPROGRAM SUPPORTPUBLIC CHARITYHIGHLAND PARK, IL, US$1,500
Paid GrantCARE POINT ADULT CHILD & FAMILY ASSOCPROGRAM SUPPORTPUBLIC CHARITYEVANSTON, IL, US$1,000
Paid GrantSIGMA ALPHA EPSILON FOUNDATIONPROGRAM SUPPORTPUBLIC CHARITYEVANSTON, IL, US$1,000
Filing and Contact Details

Filer

EIN
31-1723311
Raw XML AppendixShowing 400 of 767 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
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AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01145
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue061097
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1115000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue2110936
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue388194
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue462771
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue561631
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue625135
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue720117
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV068038
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1129057
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV2113627
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV387868
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV623785
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV718810
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0EATON VANCE MUT FDS TR FLT RT CL I - 7722.856 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1JPM HIGH YIELD FD - SEL - 16936.672 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM SHORT DURATION BOND FD - SEL - 10376.883 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM STR INC OPP FD - 7755.344 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 4281.225 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM INTL CURRENCY INCOME FD - 5590.915 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6BARC 95% PPN FX BASKET 12/27/12 - 25000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7BARC 93% PPN BRIC BASKET 9/19/13 - 20000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue062974
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1141226
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue246433
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue392880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue498962
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue591990
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2145000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2230000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2350000
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2630000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2760000
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3055000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3130000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3263637
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3330000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV048266
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1142317
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV256070
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2929835
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3257330
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3330777
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DELAWARE EMERGING MARKETS FUND - 3870.594 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1SPDR S&P 500 ETF TRUST - 1134 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ISHARES S&P MIDCAP 400 INDEX FD - 640 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3DODGE & COX INTL STOCK - 2914.421 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES MSCI EAFE INDEX FD - 1576 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ASTON OPTIMUM MID CAP FUND I - 2823.812 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6JPM LARGE CAP GROWTH FD - SEL - 7251.22 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JPM US REAL ESTATE FD - SEL - 3540.081 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM MARKET EXPANSION INDEX FD - SEL - 5500.382 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM ASIA EQU FD - SEL - 2794.386 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM US LRGE CAP CORE PLUS FD - SEL - 4593.875 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11EDGEWOOD GROWTH FD - 5471.329 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12HARTFORD CAPITAL APPRECIATION FUND - 3596.56 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13MANNING & NAPIER FUND INC WORLD OPPS SERIES FUND - 12568.558 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14MANNING & NAPIER FUND INC EQU SERIES - 7462.118 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15EATON VANCE MUT FDS TR GLOBAL MACRO - I - 6332.733 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16BARC BREN DJUBSF3 1/24/12 - 25000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 4457.516 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18DB BREN EAFE 01/06/12 - 25000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19DB BREN ASIA BASKET 01/06/12 - 25000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20SG CONT BUFF EQ SPX 06/29/12 - 35000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21JPM CALLABLE REN SPX 2/1/12 - 45000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22CS BREN EAFE 2/15/12 - 30000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23BARC REN SPX 3/21/12 - 50000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24COLUMBIA FDS SER TR II MASS ASIA PC JP R5 - 7007.798 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25JOHN HANCOCK II-EMG MKTS-I - 2931.586 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JPM BREN EAFE 04/25/12 - 30000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27BNP CONT BUFF EQ SPX 05/02/12 - 60000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28JPM MARKET PLUS GOLD NOTE 10/29/12 - 30000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29DB BREN EEM 11/07/12 - 30000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30GS CONT BUFF EQ SPX 12/05/12 - 55000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31HSBC BREN EAFE 12/24/12 - 30000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32ARTISAN INTL VALUE FUND - INV - 2284.988 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33JPM GSCI BRENT CRUDE CPN NOTE 6/7/12 30000 SHS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-03-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-09-14
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CLASS ACTIONS PROCEEDS UNITED HEALTH CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CLASS ACTIONS PROCEEDS MAXIM INTEGRATED PROD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4CLASS ACTIONS PROCEEDS PMI GROUP
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