Civic Intelligence

Ta William D Shely XXXXX9007

990PF • Fiscal year 2011 • EIN 61-6117380

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

Organization Profile
Jpmorgan Chase Bank Na PO Box 303853201-3038
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M 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

68th percentile

$3

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

60th percentile

2.5%

Faster asset growth than 60% of similar nonprofits.

2011 filings • $500k-$1M 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 / Assets35th percentile

Assets

Up

$556,310

Up $13,784 (+2.5%) from 2010

Net Assets

Up

$556,310

Up $13,784 (+2.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$25,660

Down $3,919 (-13%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2010: $542,526Liabilities 2010: $0Net Assets 2010: $542,5262010Assets 2011: $556,310Liabilities 2011: $0Net Assets 2011: $556,3102011Assets 2012: $542,182Liabilities 2012: $02012Assets 2013: $549,281Liabilities 2013: $02013Assets 2014: $546,543Liabilities 2014: $02014Assets 2015: $533,441Liabilities 2015: $02015Assets 2017: $526,357Liabilities 2017: $0Net Assets 2017: $526,3572017Assets 2018: $539,472Liabilities 2018: $0Net Assets 2018: $539,4722018Assets 2019: $542,479Liabilities 2019: $0Net Assets 2019: $542,4792019Assets 2020: $547,123Liabilities 2020: $0Net Assets 2020: $547,1232020Assets 2021: $557,798Liabilities 2021: $0Net Assets 2021: $557,7982021Assets 2022: $534,996Liabilities 2022: $0Net Assets 2022: $534,9962022Assets 2023: $515,199Liabilities 2023: $0Net Assets 2023: $515,1992023Assets 2024: $526,040Liabilities 2024: $0Net Assets 2024: $526,0402024

Highlighted filing

2011

Assets$556,310
Liabilities$0
Net Assets$556,310
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $29,5792010Expenses 2011: $25,6602011Revenue 2012: $15,905Expenses 2012: $30,033Net Income 2012: -$14,1282012Revenue 2013: $39,809Expenses 2013: $32,708Net Income 2013: $7,1012013Revenue 2014: $24,936Expenses 2014: $27,395Net Income 2014: -$2,4592014Revenue 2015: $18,431Expenses 2015: $31,531Net Income 2015: -$13,1002015Revenue 2017: $37,296Expenses 2017: $29,077Net Income 2017: $8,2192017Revenue 2018: $45,096Expenses 2018: $31,973Net Income 2018: $13,1232018Revenue 2019: $35,230Expenses 2019: $32,204Net Income 2019: $3,0262019Revenue 2020: $35,954Expenses 2020: $31,228Net Income 2020: $4,7262020Revenue 2021: $42,518Expenses 2021: $31,859Net Income 2021: $10,6592021Revenue 2022: $14,211Expenses 2022: $36,859Net Income 2022: -$22,6482022Revenue 2023: $19,329Expenses 2023: $38,030Net Income 2023: -$18,7012023Revenue 2024: $38,696Expenses 2024: $26,588Net Income 2024: $12,1082024

Highlighted filing

2011

Revenue-
Expenses$25,660
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 Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$3-$3
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCARDINAL HILL REHABILITATION HOSPITALPROGRAM SUPPORTPUBLIC CHARITYLEXINGTON, KY, US$24,528
Filing and Contact Details

Filer

EIN
61-6117380
Raw XML Appendix384 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/DisbursementsCharitablePrps0825
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue05760
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue118334
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue222876
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue390899
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue425042
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue511149
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue614941
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue716723
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue812441
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue912521
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV05760
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV118183
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV222683
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV392920
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV423988
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV510765
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV616477
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV716199
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV812312
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV912335
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BLACKROCK HIGH YIELD BOND - 779.432 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE MUT FDS TR FLT RT CL I - 2063.926 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL FUND 3580 6.04% - 2976.824 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL FUND 3133 0.86% - 8485.878 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4RIDGEWORTH FDS SEIX FLRT HI I - 2773.2 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 817.975 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM STR INC OPP FD FUND 3844 3.23% - 1454.239 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JPM INTL CURRENCY INCOME FD 1.21% - 1495.796 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8JPM TR I INFL MANAGED BD - SEL 2.19% - 1174.788 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9JPM TR I MLT SC INC - SEL 3.91% - 1238.477 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue011758
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue15943
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue25168
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35565
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue412279
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue69906
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue76315
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue82816
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue915423
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1014779
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1112398
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue128491
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1314594
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1426317
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue157070
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1621039
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue176725
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1821124
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1926049
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue206337
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue214853
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue224708
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2311520
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue245574
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue253990
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2612488
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV011167
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16742
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV26658
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV35685
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV410451
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV512640
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV613872
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV76325
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV83083
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV915392
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1014288
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1111311
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1212690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1316971
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1421215
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV155964
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1618939
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV175732
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1822495
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV205994
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV214922
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV227903
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2311251
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV245145
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV255320
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2611587
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0THORNBURG VALUE FUND FD CL I - 373.614 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1JPM REALTY INCOME FD - INSTL FUND 1372 - 660.306 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ISHARES S&P MIDCAP 400 INDEX FUND - 76 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3MFS INTL VALUE-I - 230.054 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES MSCI EAFE INDEX FUND - 211 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARTISAN INTL VALUE FUND - INV - 503.774 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6FMI FDS INC LARGE CAP FD - 909.666 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ARBITRAGE FUNDS - I CL I - 482.806 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM 3 INCOME FD - SEL FUND 3128 - 329.357 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 717.232 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM INTREPID AMERICA FD - SEL FUND 1206 - 629.154 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTREPID VALUE FD - SEL FUND 1136 - 505.422 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 1312.311 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM TAX AWARE 3 - INSTL FUND 1236 - 990.149 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM INTL VALUE FD - SEL FUND 1296 - 1892.532 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPM EM MKTS 3 FD - SEL FUND 1235 - 294.974 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM ASIA 3 FD - SEL FUND 1134 - 658.509 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17VANGUARD MSCI EMERGING MARKETS ETF - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 1139.577 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19MANNING & NAPIER FUND INC 3 SERIES - 1269.449 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20EATON VANCE MUT FDS TR GLOBAL MACRO - I - 610.381 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21GATEWAY FUND - Y - 186.51 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22SPDR GOLD TRUST - 52 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23PRUDENTIAL JENNISON NATURAL RESOURCES FUND INC - Z - 236.017 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24PIMCO COMMODITIES PLUS STRATEGY - 493.274 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25MATTHEWS PACIFIC TIGER INSTL FUND - 261.793 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JPM TR I MIDCAP CORE - SEL - 721.016 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount012825
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount026567
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JPMORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02149652901
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ROSS AVE FL 5
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/StatesFiledWith0KY
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/Amount024528
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CARDINAL HILL REHABILITATION HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102050 VERSAILLES ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode040504
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear024528
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/AppliedToCurrentYear0826
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1024528
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted029077
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions025354
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY028251
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear024528
OtherIncreasesSchedule/OtherIncreases/Amount052
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF CAPITAL ADJUSTMENTS
TaxesSchedule/Taxes/Amount0140
TaxesSchedule/Taxes/Amount1164
TaxesSchedule/Taxes/Category0EXCISE TAX PAID - PRIOR YEAR
TaxesSchedule/Taxes/Category1FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome1164
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0616117380
ReturnHeader/Filer/Name/BusinessNameLine10TA WILLIAM D SHELY R73989007
ReturnHeader/Filer/NameControl0SHEL
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANK NA PO BOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532013038
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-10T13:28:40-05:00

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
$556,310
Liabilities
$0
Net assets
$556,310
Revenue
-
Expenses
$25,660
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.39$0.27$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.19$0.38$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.14$0.37$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.43$0.32$0.11
2020Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.36$0.31$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.35$0.32$0.03
2018Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.45$0.32$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.37$0.29$0.08
2015Summary only. Only limited summary data is available for this year.$5.33$0.00$0.18$0.32$0.13
2014Summary only. Only limited summary data is available for this year.$5.47$0.00$0.25$0.27$0.02
2013Summary only. Only limited summary data is available for this year.$5.49$0.00$0.40$0.33$0.07
2012Summary only. Only limited summary data is available for this year.$5.42$0.00$0.16$0.30$0.14
2011Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.26
2010Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.30