Civic Intelligence

S J Martin Endowment Fund

990PF • Fiscal year 2011 • EIN 61-6031132

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 13, 2012

PO Box 5228 - Trust Tax Dept24115-5228
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$208,459

Flat from 2011

Net Assets

$208,459

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$14,304

Flat from 2011

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.

$300K$200K$100K$0Assets 2010: $213,438Liabilities 2010: $0Net Assets 2010: $213,4382010Assets 2011: $208,459Liabilities 2011: $0Net Assets 2011: $208,4592011Assets 2011: $208,459Liabilities 2011: $12011Assets 2012: $207,563Liabilities 2012: $12012Assets 2013: $216,671Liabilities 2013: $0Net Assets 2013: $216,6712013Assets 2014: $233,533Liabilities 2014: $12014Assets 2015: $227,468Liabilities 2015: $0Net Assets 2015: $227,4682015Assets 2016: $213,423Liabilities 2016: $0Net Assets 2016: $213,4232016Assets 2017: $211,192Liabilities 2017: $0Net Assets 2017: $211,1922017Assets 2018: $211,068Liabilities 2018: $0Net Assets 2018: $211,0682018Assets 2019: $205,616Liabilities 2019: $0Net Assets 2019: $205,6162019Assets 2020: $215,065Liabilities 2020: $12020Assets 2021: $233,032Liabilities 2021: $12021Assets 2022: $228,519Liabilities 2022: $0Net Assets 2022: $228,5192022Assets 2023: $217,245Liabilities 2023: $12023

Highlighted filing

2011

Assets$208,459
Liabilities$0
Net Assets$208,459

Operations Trend

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

$40K$20K$0-$20KExpenses 2010: $14,4502010Expenses 2011: $14,3042011Revenue 2011: $9,295Expenses 2011: $14,304Net Income 2011: -$5,0092011Revenue 2012: $13,906Expenses 2012: $14,729Net Income 2012: -$8232012Revenue 2013: $25,020Expenses 2013: $15,972Net Income 2013: $9,0482013Revenue 2014: $33,319Expenses 2014: $16,382Net Income 2014: $16,9372014Revenue 2015: $11,362Expenses 2015: $17,453Net Income 2015: -$6,0912015Revenue 2016: $5,266Expenses 2016: $19,322Net Income 2016: -$14,0562016Revenue 2017: $12,700Expenses 2017: $14,930Net Income 2017: -$2,2302017Revenue 2018: $15,349Expenses 2018: $15,701Net Income 2018: -$3522018Revenue 2019: $10,346Expenses 2019: $15,795Net Income 2019: -$5,4492019Revenue 2020: $23,074Expenses 2020: $13,545Net Income 2020: $9,5292020Revenue 2021: $28,022Expenses 2021: $10,090Net Income 2021: $17,9322021Revenue 2022: $14,672Expenses 2022: $19,120Net Income 2022: -$4,4482022Revenue 2023: $4,700Expenses 2023: $16,330Net Income 2023: -$11,6302023

Highlighted filing

2011

Revenue-
Expenses$14,304
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 13, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$996-$996
JOHN FOEChairman-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWESTERN KENTUCKY UNIVERSITYEDUCATIONAL GRANTPUBLICBOWLING GREEN, KY, US$7,425
Paid GrantMURRAY STATE UNIVERSITYEDUCATIONAL GRANTEXEMPTMURARY, KY, US$2,450
Paid GrantUNIVERSITY OF KENTUCKYEDUCATIONAL GRANTPUBLICLEXINGTON, KY, US$1,250
Paid GrantBOWLING GREEN TECHNICAL COLLEGEEDUCATIONAL GRANTPUBLICBOWLING GREEN, KY, US$1,250
Filing and Contact Details

Filer

EIN
61-6031132
Raw XML Appendix373 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/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JOHN FOE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08668204149
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101431 WOODHURST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0BOWLING GREEN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode042104
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0CHILDREN OF INDIVIDUAL'S THAT ARE MEMBERS OF I.O.O.F. AEOLIAN LODGE #51 AND MAINTAIN AT LEAST A "C" AVERAGE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0JANUARY 1 FOR SPRING SEMESTER AND JUNE 30 FOR FALL SEMESTER
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07425
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATIONAL GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10WESTERN KENTUCKY UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11UNIVERSITY OF KENTUCKY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12BOWLING GREEN TECHNICAL COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MURRAY STATE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101906 COLLEGE HEIGHTS BLVD 41016
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11725 ROSE STREET SUITE 40536
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121845 LOOP DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13102 CURRIS CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOWLING GREEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BOWLING GREEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MURARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0421011016
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode140536
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode242101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode342071
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear012375
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear011726
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted011726
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102107
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear203101
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301513
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear07885
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01164
IRS990PF/UndistributedIncome/ExcessFromYear102107
IRS990PF/UndistributedIncome/ExcessFromYear203101
IRS990PF/UndistributedIncome/ExcessFromYear301513
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions012890
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01164
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus07885
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover06721
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherIncreasesSchedule/OtherIncreases/Amount030
OtherIncreasesSchedule/OtherIncreases/Amount10
OtherIncreasesSchedule/OtherIncreases/Description0DIFF IN MUTUAL FDS REC/REPORTED
OtherIncreasesSchedule/OtherIncreases/Description1ADJUSTMENT FOR ROUNDING
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0616031132
ReturnHeader/Filer/Name/BusinessNameLine10S J MARTIN ENDOWMENT FUND
ReturnHeader/Filer/NameControl0MART
ReturnHeader/Filer/Phone08004485473
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 5228 - TRUST TAX DEPT
ReturnHeader/Filer/USAddress/City0MARTINSVILLE
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode0241155228
ReturnHeader/Officer/DateSigned02012-03-13
ReturnHeader/Officer/Name0BRANCH BANKING TRUST CO TRUSTEE
ReturnHeader/Officer/Phone08004485473
ReturnHeader/Officer/Title0Vice President
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-16T08:50:53-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.17$0.00$0.05$0.16$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.15$0.19$0.04
2021Summary only. Only limited summary data is available for this year.$2.33$0.00$0.28$0.10$0.18
2020Summary only. Only limited summary data is available for this year.$2.15$0.00$0.23$0.14$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.10$0.16$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.15$0.16$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.13$0.15$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.05$0.19$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.11$0.17$0.06
2014Summary only. Only limited summary data is available for this year.$2.34$0.00$0.33$0.16$0.17
2013Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.25$0.16$0.09
2012Summary only. Only limited summary data is available for this year.$2.08$0.00$0.14$0.15$0.01
2011Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.14
2011Summary only. Only limited summary data is available for this year.$2.08$0.00$0.09$0.14$0.05
2010Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.14