Civic Intelligence

Kaap Charitable Tr 11232570200

990PF • Fiscal year 2011 • EIN 39-1440159

Jun 01, 2010 to May 31, 2011 • Filed on Oct 11, 2011

Organization Profile
Jpmorgan Chase Banknapobox 303853201
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k 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

97th percentile

$7,459

Higher top officer pay than 97% of similar nonprofits.

2011 filings • <$500k 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.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$309,823

No earlier filing loaded for comparison.

Net Assets

$309,823

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$8,390

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $309,823Liabilities 2011: $0Net Assets 2011: $309,8232011Assets 2012: $291,727Liabilities 2012: $0Net Assets 2012: $291,7272012Assets 2013: $290,245Liabilities 2013: $02013Assets 2014: $292,944Liabilities 2014: $02014Assets 2015: $293,938Liabilities 2015: $02015Assets 2016: $280,092Liabilities 2016: $02016Assets 2018: $273,083Liabilities 2018: $0Net Assets 2018: $273,0832018Assets 2019: $273,463Liabilities 2019: $0Net Assets 2019: $273,4632019Assets 2020: $269,804Liabilities 2020: $1Net Assets 2020: $269,8042020Assets 2021: $268,981Liabilities 2021: $1Net Assets 2021: $268,9812021Assets 2022: $260,211Liabilities 2022: $1Net Assets 2022: $260,2112022Assets 2023: $253,064Liabilities 2023: $1Net Assets 2023: $253,0642023Assets 2024: $243,558Liabilities 2024: $1Net Assets 2024: $243,5582024Assets 2025: $237,979Liabilities 2025: $0Net Assets 2025: $237,9792025

Highlighted filing

2011

Assets$309,823
Liabilities$0
Net Assets$309,823
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10K-$20KExpenses 2011: $8,3902011Expenses 2012: $23,6202012Revenue 2013: $15,991Expenses 2013: $17,479Net Income 2013: -$1,4882013Revenue 2014: $24,555Expenses 2014: $21,133Net Income 2014: $3,4222014Revenue 2015: $23,656Expenses 2015: $22,658Net Income 2015: $9982015Revenue 2016: $8,630Expenses 2016: $22,477Net Income 2016: -$13,8472016Revenue 2018: $25,322Expenses 2018: $20,113Net Income 2018: $5,2092018Revenue 2019: $22,348Expenses 2019: $21,965Net Income 2019: $3832019Revenue 2020: $17,496Expenses 2020: $21,155Net Income 2020: -$3,6592020Revenue 2021: $21,172Expenses 2021: $21,994Net Income 2021: -$8222021Revenue 2022: $15,178Expenses 2022: $23,944Net Income 2022: -$8,7662022Revenue 2023: $17,155Expenses 2023: $24,303Net Income 2023: -$7,1482023Revenue 2024: $13,254Expenses 2024: $22,342Net Income 2024: -$9,0882024Revenue 2025: $18,137Expenses 2025: $23,873Net Income 2025: -$5,7362025

Highlighted filing

2011

Revenue-
Expenses$8,390
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2010 to May 31, 2011
Signed
Oct 11, 2011
Return Version
2010v3.4
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$7,459-$7,459
Filing and Contact Details

Filer

EIN
39-1440159
Raw XML Appendix396 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
AccountingFeesSchedule/AccountingFees/Amount0825
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0825
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue16303
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue29707
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue310142
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue46791
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue58002
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue66846
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue73482
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV16525
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV210387
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV310489
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV47152
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV59464
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV66970
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV73461
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0FIXED INCOME MUTUAL FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE MUT FDS TR FLT RT CL I - 718.656 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL - 1245.41 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL - 952.652 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 468.992 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM STR INC OPP FD FUND 3844 2.64% - 789.281 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM INTL CURRENCY INCOME FD - 598.272 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JPM TR I MLT SC INC - SEL - 343.731 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue16791
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue24808
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue311447
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue48027
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue58236
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue617052
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue710496
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue86791
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue97644
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1012551
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue116963
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue124701
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue136985
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1413220
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1512817
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue167035
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue178986
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue186791
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue197591
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2010192
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue217576
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2216978
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue237008
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2410187
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue252546
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2613582
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue276791
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16849
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV27710
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV314165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV410450
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV511408
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV617357
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV710488
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV87150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV97680
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1015424
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV117039
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV128445
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV136896
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1417576
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1514045
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV167052
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1710407
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV187041
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1911951
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2011041
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2111141
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2217545
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV236920
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2410320
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV254190
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2613929
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV277407
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EQUITY MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1DELAWARE EMERGING MARKETS FUND - 415.098 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2T ROWE PRICE INTL FUNDS INC NEW ASIA FUND - 388.987 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3SPDR S&P 500 ETF TRUST - 105 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4THORNBURG VALUE FUND FD CL I - 280.755 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ISHARES S&P MIDCAP 400 INDEX FUND - 114 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6DODGE & COX INTL STOCK - 461.874 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ISHARES MSCI EAFE INDEX FUND - 169 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8FMI FDS INC LARGE CAP FD - 422.063 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9ASTON OPTIMUM MID CAP FUND I - 225.155 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM US REAL ESTATE FD - SEL - 878.877 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTREPID AMERICA FD - SEL - 280.879 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM MARKET EXPANSION INDEX FD - SEL - 714.434 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM INTL VALUE FD - SEL 481.923 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM ASIA EQU FD - SEL - 456.285 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15VANGUARD MSCI EMERGING MKTS ETF - 286 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16VANGUARD MSCI EUROPE ETF - 129 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17JPM US LRGE CAP CORE PLUS FD - SEL - 480.047 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EDGEWOOD GROWTH FD - 581.421 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19JPM TR I GROWTH ADVANTAGE FD - SEL - 1258.019 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20POWERSHARES DB COMMODITY INDEX TRACKING FUND - 365 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21HARTFORD CAPITAL APPRECIATION FUND - 313.206 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22MANNING & NAPIER FUND INC EQU SERIES - 858.776 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23EATON VANCE MUT FDS TR GLOBAL MACRO - I - 677.149 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24VICTORY PORTFS DIVRS STK CL I - 635.1 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25SPDR GOLD TRUST - 28 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26ARTIO INTL EQU II - I - 1084.824 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 360.456 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount05900
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount03
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount034750
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0825
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JPMORGAN CHASE BANK NA
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.048162
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IRS990PF/QualifyingDistributions/QualifyingDistributions02690
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02149652908
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ROSS AVENUE 5TH FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DALLAS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode075201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0A LETTER DETAILING THE AMOUNT REQUESTED AND THE PURPOSE. THE APPLICATION SHOULD INCLUDE THE ORGANIZATION'S IRC SECTION 501 (C)(3) STATUS LETTER.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JPMORGAN CHASE BANK NA NCAA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02149652908
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine102200 ROSS AVENUE 5TH FL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0DALLAS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode075201
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0AWARDS ARE LIMITED TO ORGANIZATIONS THAT BENEFIT CHILDREN IN BROWN COUNTY, WI FOR OPERATING OR PROGRAM NEEDS. THE AWARDS ARE NOT MADE TO CAPITAL OR ENDOWMENT FUNDS OR RELATED PURPOSES.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0N/A
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear02690
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted020158
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear103916
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus03916
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY03916
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions02690
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover03916
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY013552
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0732
OtherIncomeSchedule2/OtherIncome/Description0FEDERAL EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0732
OtherIncreasesSchedule/OtherIncreases/Amount0193
OtherIncreasesSchedule/OtherIncreases/Amount16
OtherIncreasesSchedule/OtherIncreases/Amount24500
OtherIncreasesSchedule/OtherIncreases/Description0NON TAXABLE DIVIDEND DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreases/Description1MUTUAL FUND INCOME TIMING DIFFERENCES
OtherIncreasesSchedule/OtherIncreases/Description2RETURN OF 05/31/10 DISTRIBUTION
TaxesSchedule/Taxes/Amount08
TaxesSchedule/Taxes/Amount198
TaxesSchedule/Taxes/Category0EXCISE TAX - PRIOR YEAR
TaxesSchedule/Taxes/Category1FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome198
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0391440159
ReturnHeader/Filer/Name/BusinessNameLine10KAAP CHARITABLE TR R70778007
ReturnHeader/Filer/NameControl0KAAP
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNAPOBOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-10-11
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTH OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-06-01
ReturnHeader/TaxPeriodEndDate02011-05-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-10-03T11:19:29-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,823
Liabilities
$0
Net assets
$309,823
Revenue
-
Expenses
$8,390
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.18$0.24$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.13$0.22$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.17$0.24$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.15$0.24$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.21$0.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.17$0.21$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.22$0.22$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.25$0.20$0.05
2016Summary only. Only limited summary data is available for this year.$2.80$0.00$0.09$0.22$0.14
2015Summary only. Only limited summary data is available for this year.$2.94$0.00$0.24$0.23$0.01
2014Summary only. Only limited summary data is available for this year.$2.93$0.00$0.25$0.21$0.03
2013Summary only. Only limited summary data is available for this year.$2.90$0.00$0.16$0.17$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.24
2011Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.08