Civic Intelligence

Bell B Neel Tr W XXXXX5009

990PF • Fiscal year 2011 • EIN 61-6074004

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
C/O Jpmorgan Chase Bank Napo Box303853201
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

83rd percentile

$16,909

Higher top officer pay than 83% of similar nonprofits.

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

Asset Growth

38th percentile

-2.0%

Faster asset growth than 38% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$3,765,521

Down $78,673 (-2.0%) from 2010

Net Assets

Down

$3,765,521

Down $78,673 (-2.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$225,631

Up $26,276 (+13%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,844,194Liabilities 2010: $0Net Assets 2010: $3,844,1942010Assets 2011: $3,765,521Liabilities 2011: $0Net Assets 2011: $3,765,5212011Assets 2012: $3,803,450Liabilities 2012: $02012Assets 2013: $3,972,082Liabilities 2013: $02013Assets 2014: $4,145,289Liabilities 2014: $02014Assets 2015: $4,056,126Liabilities 2015: $02015Assets 2017: $3,935,880Liabilities 2017: $0Net Assets 2017: $3,935,8802017Assets 2018: $4,000,184Liabilities 2018: $0Net Assets 2018: $4,000,1842018Assets 2019: $4,179,732Liabilities 2019: $0Net Assets 2019: $4,179,7322019Assets 2020: $4,189,632Liabilities 2020: $0Net Assets 2020: $4,189,6322020Assets 2021: $4,239,392Liabilities 2021: $0Net Assets 2021: $4,239,3922021Assets 2022: $4,008,070Liabilities 2022: $0Net Assets 2022: $4,008,0702022Assets 2023: $3,965,703Liabilities 2023: $0Net Assets 2023: $3,965,7032023Assets 2024: $3,925,808Liabilities 2024: $0Net Assets 2024: $3,925,8082024

Highlighted filing

2011

Assets$3,765,521
Liabilities$0
Net Assets$3,765,521
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $199,3552010Expenses 2011: $225,6312011Revenue 2012: $250,562Expenses 2012: $213,426Net Income 2012: $37,1362012Revenue 2013: $405,549Expenses 2013: $244,598Net Income 2013: $160,9512013Revenue 2014: $423,811Expenses 2014: $249,189Net Income 2014: $174,6222014Revenue 2015: $190,686Expenses 2015: $279,830Net Income 2015: -$89,1442015Revenue 2017: $307,983Expenses 2017: $247,742Net Income 2017: $60,2412017Revenue 2018: $350,856Expenses 2018: $286,154Net Income 2018: $64,7022018Revenue 2019: $457,169Expenses 2019: $277,768Net Income 2019: $179,4012019Revenue 2020: $288,484Expenses 2020: $277,584Net Income 2020: $10,9002020Revenue 2021: $343,277Expenses 2021: $293,447Net Income 2021: $49,8302021Revenue 2022: $102,239Expenses 2022: $333,324Net Income 2022: -$231,0852022Revenue 2023: $262,741Expenses 2023: $303,946Net Income 2023: -$41,2052023Revenue 2024: $273,857Expenses 2024: $307,202Net Income 2024: -$33,3452024

Highlighted filing

2011

Revenue-
Expenses$225,631
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$16,909-$16,909
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKOSAIR CHARITIESPROGRAM SUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$101,360
Paid GrantKENTUCKY EASTER SEAL SOCIETYPROGRAM SUPPORTPUBLIC CHARITYLEXINGTON, KY, US$100,818
Filing and Contact Details

Filer

EIN
61-6074004
Raw XML AppendixShowing 400 of 407 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 FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0825
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
ExplnOfNonFilingWithAGStmt/Statement0NO FILING REQUIRED WITH KENTUCKY ATTORNEY GENERAL; 2011 FINAL FILING WITH INDIANA ATTORNEY GENERAL AS ADMINISTRATION OF THIS TRUST WITH KENTUCKY SITUS MOVED FROM INDIANA TO KENTUCKY
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0166188
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue287601
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue3110126
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue4131339
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0168871
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV5113914
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0EATON VANCE FLOATING RATE I - 19168.16 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1JPM SHORT DURATION BOND FD - SEL FUND 3133 0.84% - 10845.408 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 6000.739 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM STR INC OPP FD FUND 3844 3.12% - 10783.154 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM INTL CURRENCY INCOME FD 1.35% - 11423.227 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPMORGAN TR I FLOAT RATE INC 4.24% 4.25% - 11829.064 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue092822
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue193873
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2122689
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1590891
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue17159762
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1889753
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1983094
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2168436
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2247891
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2648460
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2647465
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0PROFESSIONALLY MANAGED PORTFOLIOS THE OSTERWEIS FUND - 3756.452 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1T ROWE PRICE INTERNATIONAL FUNDS INC NEW ASIA FUND - 7316.658 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SPDR S&P 500 ETF TRUST - 1125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES S&P MIDCAP 400 INDEX FUND - 952 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4MFS INTL VALUE-I - 6690.336 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5DODGE & COX INTERNATIONAL STOCK - 5441.033 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ARBITRAGE FUNDS - I CL I - 6275.98 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ASTON OPTIMUM MID CAP FUND I - 1446.465 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM US REAL ESTATE FD - SEL FUND 3037 - 5123.696 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 10508.982 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM MID CAP GROWTH - SEL FUND 3120 - 3263.703 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTL VALUE FD - SEL FUND 1296 - 6883.762 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM EM MKTS 3 FD - SEL FUND 1235 - 5491.118 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM ASIA 3 FD - SEL FUND 1134 - 2275.855 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 32105.863 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15EDGEWOOD GROWTH FUND - 7889.844 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM TR I GROWTH ADVANTAGE FD - SEL FUND 1567 - 18461.219 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17POWERSHARES DB COMMODITY INDEX TRACKING FUND - 5919 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18HARTFORD CAPITAL APPRECIATION FUND - 3706.953 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19T. ROWE PRICE OVERSEAS STOCK FUND - 11005.824 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20SPDR GOLD TRUST - 327 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21ARTIO INTERNATIONAL 3 II - I - 8128.994 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 2526.319 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23PIMCO COMMODITIES PLUS STRATEGY - 2186.839 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24COLUMBIA FDS SER TR II MASS ASIA PC JP R5 - 6515.424 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25JPMORGAN TAX AWARE 3 FUND - 6321.818 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JOHN HANCOCK II-EMG MKTS-I - 5238.959 SHS
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JPMORGAN CHASE BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3038
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.032443
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.043694
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.027819
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.025816
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets03926179
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear104184794
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear203692043
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear304172830
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01294
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0207230
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10182851
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20102709
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30107725
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.097329
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0205936
IRS990PF/QualifyingDistributions/ExpensesAndContributions0207230
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01294
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0207230
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JPMORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05025663943
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10416 WEST JEFFERSON FLOOR 03
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LOUISVILLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0KY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode040202
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG00
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/StatesFiledWith0KY
IRS990PF/StatementsRegardingActivities/StatesFiledWith1IN
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/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0100818
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1101360
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10KENTUCKY EASTER SEAL SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11KOSAIR CHARITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102050 VERSAILLES RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 36010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode040504
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1402326010
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0202178
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/AppliedToCurrentYear05052
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10202178
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0195015
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0207230
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0189963
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0202178
OtherIncreasesSchedule/OtherIncreases/Amount0358
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF CAPITAL ADJUSTMENT
TaxesSchedule/Taxes/Amount01840
TaxesSchedule/Taxes/Amount11101
TaxesSchedule/Taxes/Amount22778
TaxesSchedule/Taxes/Category0ESTIMATED EXCISE TAX - CURRENT YEAR
TaxesSchedule/Taxes/Category1EXCISE TAXES - PRIOR YEAR
TaxesSchedule/Taxes/Category2FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome22778
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0616074004
ReturnHeader/Filer/Name/BusinessNameLine10BELL B NEEL TR W R73865009
ReturnHeader/Filer/NameControl0NEEL
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10C/O JPMORGAN CHASE BANK NAPO BOX
ReturnHeader/Filer/USAddress/AddressLine203038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0JACK L UDOVICH

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
$3,765,521
Liabilities
$0
Net assets
$3,765,521
Revenue
-
Expenses
$225,631
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.27$0.31$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.26$0.30$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.10$0.33$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.34$0.29$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.29$0.28$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.46$0.28$0.18
2018Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.35$0.29$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.31$0.25$0.06
2015Summary only. Only limited summary data is available for this year.$4.06$0.00$0.19$0.28$0.09
2014Summary only. Only limited summary data is available for this year.$4.15$0.00$0.42$0.25$0.17
2013Summary only. Only limited summary data is available for this year.$3.97$0.00$0.41$0.24$0.16
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$0.25$0.21$0.04
2011Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.23
2010Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.20