Civic Intelligence

Jameson Trust Fund

990PF • Fiscal year 2010 • EIN 43-6842400

Jan 01, 2010 to Dec 31, 2010 • Filed on Apr 26, 2011

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

88th percentile

$1,769

Higher top officer pay than 88% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$219,171

No earlier filing loaded for comparison.

Net Assets

$219,171

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

$11,143

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.

$300K$200K$100K$0Assets 2010: $219,171Liabilities 2010: $0Net Assets 2010: $219,1712010Assets 2011: $213,313Liabilities 2011: $0Net Assets 2011: $213,3132011Assets 2012: $209,739Liabilities 2012: $02012Assets 2013: $215,346Liabilities 2013: $02013Assets 2014: $222,554Liabilities 2014: $02014Assets 2015: $215,544Liabilities 2015: $02015Assets 2018: $212,411Liabilities 2018: $0Net Assets 2018: $212,4112018Assets 2019: $220,043Liabilities 2019: $1Net Assets 2019: $220,0432019Assets 2020: $224,357Liabilities 2020: $1Net Assets 2020: $224,3572020Assets 2021: $235,632Liabilities 2021: $1Net Assets 2021: $235,6322021Assets 2022: $225,486Liabilities 2022: $0Net Assets 2022: $225,4862022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2010

Assets$219,171
Liabilities$0
Net Assets$219,171
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2010: $11,1432010Expenses 2011: $14,5362011Revenue 2012: $7,741Expenses 2012: $11,993Net Income 2012: -$4,2522012Revenue 2013: $18,764Expenses 2013: $13,303Net Income 2013: $5,4612013Revenue 2014: $20,934Expenses 2014: $13,822Net Income 2014: $7,1122014Revenue 2015: $7,462Expenses 2015: $14,548Net Income 2015: -$7,0862015Revenue 2018: $17,121Expenses 2018: $15,226Net Income 2018: $1,8952018Revenue 2019: $21,611Expenses 2019: $13,895Net Income 2019: $7,7162019Revenue 2020: $16,934Expenses 2020: $12,634Net Income 2020: $4,3002020Revenue 2021: $25,548Expenses 2021: $14,287Net Income 2021: $11,2612021Revenue 2022: $10,072Expenses 2022: $20,186Net Income 2022: -$10,1142022Revenue 2023: $4,556Expenses 2023: $32,796Net Income 2023: -$28,2402023

Highlighted filing

2010

Revenue-
Expenses$11,143
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Apr 26, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGOTrusteeFT$1,769-$1,769
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEW ATHENS HOME FORGENERAL OPERATING BUDGETPUBLIC CHARITYNEW ATHENS, IL, US$2,936
Paid GrantHOYLETON CHILDREN'S HOMEGENERAL OPERATING BUDGETPUBLIC CHARITYHOYLETON, IL, US$2,936
Paid GrantST PETER UNITED CHURCH OF CHRISTGENERAL OPERATING BUDGETPUBLIC CHARITYRED BUD, IL, US$2,936
Filing and Contact Details

Filer

EIN
43-6842400
Raw XML AppendixShowing 400 of 887 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2542.805 AMERICAN CENTURY CENTURY VISTA FD IS CL
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41069.238 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5131.638 BLACKROCK INTL CP EQ INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6101.249 BLACKROCK LARGE CAP VALUE FUND INSTITUTI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7528.394 BLACKROCK LARGE CAP VALUE FUND INSTITUTI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset816.53 DIAMOND HILL SMALL CAP FD-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9444.939 DIAMOND HILL SMALL CAP FD-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10729.082 JOHN HANCOCK CLASSIC VALUE I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11173.224 HARBOR FD INTL FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1238.278 HARTFORD INTL GROWTH-I #1315
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset131476.757 HARTFORD INTL GROWTH-I #1315
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14532.596 HOTCHKIS AND WILEY MID-CAP VALUE FUND CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset157.538 KINETICS SM CAP OPPORT-INST 327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16203.476 KINETICS SM CAP OPPORT-INST 327
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20900.281 TIMESSQUARE MID CAP GROWTH PREM
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24285.105 TRADEWINDS INTERNATIONL VALUE R
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2950.603 TOUCHSTONE LARGE CAP GRTH-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30620.103 TOUCHSTONE LARGE CAP GRTH-I
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32160.703 WF ADV ENDEAVOR SELECT-I #3124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset332119.772 WF ADV ENDEAVOR SELECT-I #3124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34106. ARTISAN FDS INC INTL FD INVESTOR CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3559. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3669. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3784. GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3819. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset39573. HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4012. ISHARES S&P 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41512. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4242. MAINSTAY EP US EQUITY-INS #1204

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$219,171
Liabilities
$0
Net assets
$219,171
Revenue
-
Expenses
$11,143
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$0.33$0.28
2022Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.10$0.20$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.26$0.14$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.17$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.22$0.14$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.17$0.15$0.02
2015Summary only. Only limited summary data is available for this year.$2.16$0.00$0.07$0.15$0.07
2014Summary only. Only limited summary data is available for this year.$2.23$0.00$0.21$0.14$0.07
2013Summary only. Only limited summary data is available for this year.$2.15$0.00$0.19$0.13$0.05
2012Summary only. Only limited summary data is available for this year.$2.10$0.00$0.08$0.12$0.04
2011Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.11