Civic Intelligence

Ta William D Shely XXXXX9007

990PF • Fiscal year 2010 • EIN 61-6117380

Jan 01, 2010 to Dec 31, 2010 • Filed on May 09, 2011

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

31st percentile

0.00x

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

2010 filings • $500k-$1M 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

68th percentile

$366

Higher top officer pay than 68% of similar nonprofits.

2010 filings • $500k-$1M 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 / Assets31st percentile

Assets

$542,526

No earlier filing loaded for comparison.

Net Assets

$542,526

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

$29,579

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.

$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

2010

Assets$542,526
Liabilities$0
Net Assets$542,526
Open 2010 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

2010

Revenue-
Expenses$29,579
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 9, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$366-$366
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCARDINAL HILL REHABILITATION HOSPITALPROGRAM SUPPORTPUBLIC CHARITYLEXINGTON, KY, US$28,162
Filing and Contact Details

Filer

EIN
61-6117380
Raw XML Appendix374 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 FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0825
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue011814
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue114641
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue220900
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue311885
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue428886
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue5127642
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue614941
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV012198
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV116807
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV223224
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV312143
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV430453
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV5129905
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV617204
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0GOLDMAN SACHS TRUST HIGH YIELD FUND INSTITUTIONAL SHS - 1671 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1VANGUARD FIXED INCOME SECS F INTR TRM CP PT (FUND 71) - 1694.27 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2ISHARES BARCLAYS TIPS BOND FUND - 216 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3EATON VANCE MUT FDS TR FLT RT CL I - 1355.25 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM HIGH YIELD FD - SEL FUND 3580 5.91% - 3736.59 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM SHORT DURATION BOND FD - SEL FUND 3133 1.36% - 11841.85 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM STR INC OPP FD FUND 3844 2.33% - 1454.24 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue010671
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue128594
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue217184
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35943
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue45168
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue511456
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue69906
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue711885
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue87692
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue914779
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue108491
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1110067
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue127316
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1317953
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1418025
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1523889
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue169649
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue179294
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1811525
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue194853
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue204708
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2113378
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2210046
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV016174
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV133198
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV218811
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV36207
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV46892
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV513657
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV614200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV711622
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV87493
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV914427
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1014120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1113333
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV126396
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1326165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1419355
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1526498
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1612857
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1712990
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1811392
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV194860
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV207213
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2115173
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV229957
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MATTHEWS PACIFIC TIGER FD - 690 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1SPDR S&P 500 ETF TRUST - 264 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2THORNBURG VALUE FUND FD CL I - 546.035 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3JPM REALTY INCOME FD - INSTL FUND 1372 - 660.306 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES S&P MIDCAP 400 INDEX FUND - 76 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 - 908.677 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM US REAL ESTATE FD - SEL FUND 3037 - 480.943 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM INTREPID AMERICA FD - SEL FUND 1206 - 629.154 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 1312.31 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM TAX AWARE 3 - INSTL FUND 1236 - 749.862 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM INTL VALUE FD - SEL FUND 1296 - 477.298 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM ASIA 3 FD - SEL FUND 1134 - 690.729 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14VANGUARD MSCI EMERGING MARKETS ETF - 402 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 1281.96 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16LEGG MASON PARTNERS APPRECIATION CL I - 943.25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17MANNING & NAPIER FUND INC WORLD OPPORTUNITIES SERIES FUND - 1508.74 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EATON VANCE MUT FDS TR GLOBAL MACRO - I - 1109.21 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19GATEWAY FUND - Y - 186.51 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20SPDR GOLD TRUST - 52 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21HARTFORD MID CAP FD I - 685 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22JPM RESEARCH MARKET NEUTRAL FD - SEL FUND - SEL - 644.889 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount011606
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount013565
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount025
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0FEDERAL EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0847
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount026043
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
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IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm013565
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps092
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm0274
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss0366
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps028162
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss028162
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0736
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-3536
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0245381
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm025
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss025
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss013565
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome013955
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0847
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss029579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome014326
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0371
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01417
IRS990PF/BalanceSheets/CapitalStockBOY0545905
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IRS990PF/BalanceSheets/CashBOY0-1628
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0194209
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IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0322990
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV0604269
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAINS DIVIDENDS
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JPMORGAN CHASE BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/QualifyingDistributions/ExpensesAndContributions029079
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions029079
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JPMORGAN CHASE BANK NA
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
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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/Amount028162
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/TotGrantOrContriPaidDuringYear028162
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/AppliedToCurrentYear04135
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1024944
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted028663
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions029079
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY024528
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear024944
OtherDecreasesSchedule/OtherDecreases/Amount0144
OtherDecreasesSchedule/OtherDecreases/Description0ADJUSTMENTS OF CARRYING VALUE / TAX BASIS
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0847
OtherIncomeSchedule2/OtherIncome/Description0FEDERAL EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0847
OtherIncreasesSchedule/OtherIncreases/Amount0301
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF CAPITAL BASIS ADJUSTMENTS
TaxesSchedule/Taxes/Amount0129
TaxesSchedule/Taxes/Amount197
TaxesSchedule/Taxes/Category0EXCISE TAX PAID - PRIOR YEAR
TaxesSchedule/Taxes/Category1FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome197
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0616117380
ReturnHeader/Filer/Name/BusinessNameLine10TA WILLIAM D SHELY R73989007 3401023800
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/DateSigned02011-05-09
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-04-18T14:18:01-05:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$542,526
Liabilities
$0
Net assets
$542,526
Revenue
-
Expenses
$29,579
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