Civic Intelligence

Tw George S Weeks XXXXX7008

990PF • Fiscal year 2011 • EIN 61-6208193

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

Organization Profile
C/O Jpmorgan Chase Banknapobox 303853201
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

72nd percentile

$2,200

Higher top officer pay than 72% of similar nonprofits.

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

Asset Growth

62nd percentile

3.4%

Faster asset growth than 62% 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

$575,243

Up $19,159 (+3.4%) from 2010

Net Assets

Up

$575,243

Up $19,159 (+3.4%) 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

$30,921

Down $989 (-3.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$600K$400K$200K$0Assets 2010: $556,084Liabilities 2010: $0Net Assets 2010: $556,0842010Assets 2011: $575,243Liabilities 2011: $0Net Assets 2011: $575,2432011Assets 2012: $563,327Liabilities 2012: $02012Assets 2013: $568,599Liabilities 2013: $02013Assets 2014: $591,191Liabilities 2014: $02014Assets 2015: $562,594Liabilities 2015: $02015Assets 2017: $541,486Liabilities 2017: $0Net Assets 2017: $541,4862017Assets 2018: $540,161Liabilities 2018: $0Net Assets 2018: $540,1612018Assets 2019: $542,053Liabilities 2019: $0Net Assets 2019: $542,0532019Assets 2020: $538,251Liabilities 2020: $0Net Assets 2020: $538,2512020Assets 2021: $537,612Liabilities 2021: $0Net Assets 2021: $537,6122021Assets 2022: $503,016Liabilities 2022: $0Net Assets 2022: $503,0162022Assets 2023: $500,099Liabilities 2023: $0Net Assets 2023: $500,0992023Assets 2024: $495,006Liabilities 2024: $0Net Assets 2024: $495,0062024

Highlighted filing

2011

Assets$575,243
Liabilities$0
Net Assets$575,243
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $31,9102010Expenses 2011: $30,9212011Revenue 2012: $18,734Expenses 2012: $30,693Net Income 2012: -$11,9592012Revenue 2013: $39,471Expenses 2013: $33,267Net Income 2013: $6,2042013Revenue 2014: $54,555Expenses 2014: $31,675Net Income 2014: $22,8802014Revenue 2015: $15,729Expenses 2015: $44,326Net Income 2015: -$28,5972015Revenue 2017: $40,947Expenses 2017: $37,830Net Income 2017: $3,1172017Revenue 2018: $43,190Expenses 2018: $44,472Net Income 2018: -$1,2822018Revenue 2019: $44,057Expenses 2019: $42,146Net Income 2019: $1,9112019Revenue 2020: $34,709Expenses 2020: $42,725Net Income 2020: -$8,0162020Revenue 2021: $47,436Expenses 2021: $48,071Net Income 2021: -$6352021Revenue 2022: $13,179Expenses 2022: $47,743Net Income 2022: -$34,5642022Revenue 2023: $40,688Expenses 2023: $43,666Net Income 2023: -$2,9782023Revenue 2024: $40,957Expenses 2024: $45,245Net Income 2024: -$4,2882024

Highlighted filing

2011

Revenue-
Expenses$30,921
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 Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$2,200-$2,200
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLOW VISION SERVICES OF KENTUCKY - FOR THOSE VISION IMPAIRED PERSONSPROGRAM SUPPORTPUBLIC CHARITYLEXINGTON, KY, US$26,665
Filing and Contact Details

Filer

EIN
61-6208193
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
AccountingFeesSchedule/AccountingFees/Amount0825
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0825
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
ExplnOfNonFilingWithAGStmt/Statement0NO REQUIRED FILING WITH KENTUCKY ATTORNEY GENERAL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue05690
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue112177
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue217788
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue318607
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue412442
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue515957
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue618332
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue76399
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV05682
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV112232
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV217443
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV319173
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV411308
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV517793
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV617257
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV76292
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BLACKROCK HIGH YIELD BOND - 768.919 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE FLOATING RATE I - 1388.43 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL FUND 3580 5.81% - 2289.122 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL FUND 3133 0.84% - 1750.976 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 859.254 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM STR INC OPP FD FUND 3844 3.12% - 1570.414 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM INTL CURRENCY INCOME FD 1.35% - 1593.464 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JPM TR I MLT SC INC - SEL 4.08% - 631.688 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue012442
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue18819
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue220995
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue315011
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue48772
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue511381
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue630273
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue719316
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue88481
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue924994
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1010869
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1112799
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue128601
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1314083
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1425866
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue156232
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1617229
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1712442
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1817245
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1918654
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2024884
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2112440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2231105
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2312878
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2412658
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue254809
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2612442
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue277171
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV09484
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV19924
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV224096
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV315425
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV411302
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV510858
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV624765
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV715404
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV811876
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV922648
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1011880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1111725
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1212267
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV139905
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1424115
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV155311
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1617361
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1712442
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1820701
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1917929
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2019920
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV219392
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2227360
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2312219
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2411403
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV258055
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2611313
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV275572
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DELAWARE EMERGING MARKETS FUND - 760.513 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1T ROWE PRICE INTERNATIONAL FUNDS INC NEW ASIA FUND - 713.475 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SPDR S&P 500 ETF TRUST - 192 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3THORNBURG VALUE FUND FD CL I - 516.049 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES S&P MIDCAP 400 INDEX FUND - 129 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5MFS INTL VALUE-I - 439.421 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6DODGE & COX INTERNATIONAL STOCK - 846.971 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ISHARES MSCI EAFE INDEX FUND - 311 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8FMI FDS INC LARGE CAP FD - 778.78 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9ASTON OPTIMUM MID CAP FUND I - 755.686 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM US REAL ESTATE FD - SEL FUND 3037 - 733.794 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTREPID AMERICA FD - SEL FUND 1206 - 516.297 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 1268.542 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM INTL VALUE FD - SEL FUND 1296 - 883.571 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM ASIA 3 FD - SEL FUND 1134 - 838.486 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15VANGUARD MSCI EMERGING MARKETS ETF - 139 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 879.48 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17EDGEWOOD GROWTH FUND - 1065.24 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18JPM TR I GROWTH ADVANTAGE FD - SEL FUND 1567 - 2382.18 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19POWERSHARES DB COMMODITY INDEX TRACKING FUND - 668 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20HARTFORD CAPITAL APPRECIATION FUND - 691.414 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21MANNING & NAPIER FUND INC WORLD OPPORTUNITIES SERIES FUND - 1416.613 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22MANNING & NAPIER FUND INC 3 SERIES - 1573.343 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23EATON VANCE MUT FDS TR GLOBAL MACRO - I - 1244.315 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24VICTORY PORTFOLIOS DIVRS STK CL I - 789.125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25SPDR GOLD TRUST - 53 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 660.403 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27JOHN HANCOCK II-EMG MKTS-I - 614.995 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount011851
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount038157
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount050008
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome047774
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4CAPITAL GAINS DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JPMORGAN CHASE BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets030509
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.041534
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.047223
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0597912
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10596002
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20537628
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30662594
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40775436
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50731662
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0478
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions028040
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1029532
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2031298
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3038834
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4032207
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5034551
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.255131
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions028040
IRS990PF/QualifyingDistributions/ExpensesAndContributions028040
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions028040
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JPMORGAN CHASE BNAK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02149652908
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ROSS AVE FLOOR 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/Form990PFFiledWithAG00
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
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/Amount026665
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10LOW VISION SERVICES OF KENTUCKY - FOR THOSE VISION IMPAIRED PERSONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10120 N EAGLE CREEK DR STE 500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode040509
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear026665
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/AppliedToCurrentYear03647
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1024393
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted028941
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions028040
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY025294
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear024393
OtherIncreasesSchedule/OtherIncreases/Amount069
OtherIncreasesSchedule/OtherIncreases/Amount13
OtherIncreasesSchedule/OtherIncreases/Description0NONDIVIDEND DISTRIBUTIONS / RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreases/Description1ROUNDING ADJUSTMENT
TaxesSchedule/Taxes/Amount0500
TaxesSchedule/Taxes/Amount1372
TaxesSchedule/Taxes/Amount2359
TaxesSchedule/Taxes/Category0ESTIMATED EXCISE TAX - CURRENT YEAR
TaxesSchedule/Taxes/Category1EXCISE TAX - PRIOR YEAR
TaxesSchedule/Taxes/Category2FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome2359
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0616208193
ReturnHeader/Filer/Name/BusinessNameLine10TW GEORGE S WEEKS R74337008
ReturnHeader/Filer/NameControl0WEEK
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10C/O JPMORGAN CHASE BANKNAPOBOX 3038
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
$575,243
Liabilities
$0
Net assets
$575,243
Revenue
-
Expenses
$30,921
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.41$0.45$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.41$0.44$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.13$0.48$0.35
2021Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.47$0.48$0.01
2020Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.35$0.43$0.08
2019Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.44$0.42$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.43$0.44$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.41$0.38$0.03
2015Summary only. Only limited summary data is available for this year.$5.63$0.00$0.16$0.44$0.29
2014Summary only. Only limited summary data is available for this year.$5.91$0.00$0.55$0.32$0.23
2013Summary only. Only limited summary data is available for this year.$5.69$0.00$0.39$0.33$0.06
2012Summary only. Only limited summary data is available for this year.$5.63$0.00$0.19$0.31$0.12
2011Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.31
2010Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.32