Civic Intelligence

The Joseph & Sally Handleman Charitable Foundation Trust A

990PF • Fiscal year 2010 • EIN 65-6263326

Jan 01, 2010 to Dec 31, 2010 • Filed on Jun 20, 2011

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

11th percentile

0.00x

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

2010 filings • $5M-$10M 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

76th percentile

$34,229

Higher top officer pay than 76% of similar nonprofits.

2010 filings • $5M-$10M 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 / Assets11th percentile

Assets

$5,730,618

No earlier filing loaded for comparison.

Net Assets

$5,730,618

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

$711,403

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.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,730,618Liabilities 2010: $0Net Assets 2010: $5,730,6182010Assets 2011: $5,797,717Liabilities 2011: $02011Assets 2012: $5,221,802Liabilities 2012: $02012Assets 2013: $5,517,355Liabilities 2013: $02013Assets 2014: $5,800,025Liabilities 2014: $02014Assets 2015: $5,833,594Liabilities 2015: $02015Assets 2019: $6,158,700Liabilities 2019: $0Net Assets 2019: $6,158,7002019Assets 2020: $6,964,345Liabilities 2020: $124Net Assets 2020: $6,964,2212020Assets 2021: $6,953,244Liabilities 2021: $195Net Assets 2021: $6,953,0492021Assets 2022: $6,597,456Liabilities 2022: $195Net Assets 2022: $6,597,2612022Assets 2023: $6,298,687Liabilities 2023: $195Net Assets 2023: $6,298,4922023Assets 2024: $6,483,466Liabilities 2024: $5,769Net Assets 2024: $6,477,6972024

Highlighted filing

2010

Assets$5,730,618
Liabilities$0
Net Assets$5,730,618
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $711,4032010Revenue 2011: $748,981Expenses 2011: $681,240Net Income 2011: $67,7412011Revenue 2012: $156,903Expenses 2012: $735,599Net Income 2012: -$578,6962012Revenue 2013: $381,974Expenses 2013: $86,421Net Income 2013: $295,5532013Revenue 2014: $417,146Expenses 2014: $138,297Net Income 2014: $278,8492014Revenue 2015: $175,319Expenses 2015: $141,151Net Income 2015: $34,1682015Revenue 2019: $244,972Expenses 2019: $409,380Net Income 2019: -$164,4082019Revenue 2020: $1,206,278Expenses 2020: $400,757Net Income 2020: $805,5212020Revenue 2021: $432,541Expenses 2021: $443,713Net Income 2021: -$11,1722021Revenue 2022: $73,515Expenses 2022: $429,303Net Income 2022: -$355,7882022Revenue 2023: $54,343Expenses 2023: $353,112Net Income 2023: -$298,7692023Revenue 2024: $582,257Expenses 2024: $403,052Net Income 2024: $179,2052024

Highlighted filing

2010

Revenue-
Expenses$711,403
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Jun 20, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NAAgent-$34,229-$34,229
JOAN ARA SADOFFTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF MICHIGAN (STEPHEN M ROSS SCHOOL OF BUSINESS)PROGRAM SUPPORTPUBLIC CHARITYANN ARBOR, MI, US$600,000
Paid GrantAMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INCPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$20,000
Paid GrantINSTITUTE OF SOUTHERN JEWISH LIFEPROGRAM SUPPORTPUBLIC CHARITYJACKSON, MS, US$6,000
Paid GrantLA SALLE UNIVERSITYSOCIAL WORK PROGRAM SUPPORTPUBLIC CHARITYPHILADELPHIA, PA, US$5,000
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITALPROGRAM SUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantTHEATRE FOR A NEW AUDIENCE INCPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantUNIVERSITY OF MINNESOTA FOUNDATION - COLLEGE OF PHARMACYPROGRAM SUPPORTPUBLIC CHARITYMINNEAPOLIS, MN, US$5,000
Paid GrantJEWISH RELIEF AGENCYPROGRAM SUPPORTPUBLIC CHARITYBALA CYNWYD, PA, US$2,500
Paid GrantWHYY INCPROGRAM SUPPORTPUBLIC CHARITYPHILADELPHIA, PA, US$2,000
Paid GrantCAMPHILL VILLAGE KIMBERTON HILLSPROGRAM SUPPORTPUBLIC CHARITYKIMBERTON, PA, US$1,000
Paid GrantISRAEL GUIDE DOG CENTER FOR THE BLINDHOWARD KERSCH MEMORIAL PROGRAM SUPPORTPUBLIC CHARITYWARRINGTON, PA, US$1,000
Paid GrantSOUTHERN POVERTY LAW CENTERPROGRAM SUPPORTPUBLIC CHARITYMONTGOMERY, AL, US$1,000
Paid GrantMULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INCPROGRAM SUPPORTPUBLIC CHARITYMERRIFIELD, VA, US$500
Filing and Contact Details

Filer

EIN
65-6263326
Raw XML AppendixShowing 400 of 990 raw XML fields

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16711651
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MATTHEWS PACIFIC TIGER FD - 6997.176 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ISHARES S&P MIDCAP 400 INDEX FUND - 920 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ARTISAN INTL VALUE FUND - INV - 1279 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3FMI FDS INC LARGE CAP FD - 4634.079 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4JPM US REAL ESTATE FD - SEL FUND 3037 - 4334.043 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 6737.892 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6JPM ASIA 3 FD - SEL FUND 1134 - 3048.369 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7VANGUARD MSCI EMERGING MARKETS ETF - 2272 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8MANNING & NAPIER FUND INC WORLD OPPORTUNITIES SERIES FUND - 8112.875 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9MANNING & NAPIER FUND INC 3 SERIES - 4145.937 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10EATON VANCE MUT FDS TR GLOBAL MACRO - I - 3260 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11SPDR GOLD TRUST - 363 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12ARTIO INTERNATIONAL 3 II - I - 5099.778 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM RESEARCH MARKET NEUTRAL FD - SEL FUND - SEL - 3186.084 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14ADOBE SYSTEMS INC - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15ANSYS INC - 76 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16BAKER HUGHES INC - 192 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17BEST BUY INC - 209 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18CORNING INC - 390 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19FISERV INC - 232 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20GENERAL ELECTRIC CO - 877 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21GILEAD SCIENCES INC - 422 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22HARTFORD FINANCIAL SERVICES GROUP INC - 298 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23ING GROUP N V SPONS ADR - 1016 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24ELI LILLY & CO - 275 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25LOCKHEED MARTIN CORP - 89 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26MEMC ELECTRONIC MATERIALS INC - 559 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27MICROSOFT CORP - 234 SHS

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Filings

Displayed year

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

Open filing
Assets
$5,730,618
Liabilities
$0
Net assets
$5,730,618
Revenue
-
Expenses
$711,403
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.48$0.01$6.48$0.58$0.40$0.18
2023Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.05$0.35$0.30
2022Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.07$0.43$0.36
2021Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.43$0.44$0.01
2020Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$1.21$0.40$0.81
2019Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.24$0.41$0.16
2015Summary only. Only limited summary data is available for this year.$5.83$0.00$0.18$0.14$0.03
2014Summary only. Only limited summary data is available for this year.$5.80$0.00$0.42$0.14$0.28
2013Summary only. Only limited summary data is available for this year.$5.52$0.00$0.38$0.09$0.30
2012Summary only. Only limited summary data is available for this year.$5.22$0.00$0.16$0.74$0.58
2011Summary only. Only limited summary data is available for this year.$5.80$0.00$0.75$0.68$0.07
2010Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.71