Civic Intelligence

Robert V Davidson Trust XXXXX3009

990 • Fiscal year 2011 • EIN 74-6065195

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 06, 2012

Organization Profile
Jpmorgan Chase Banknabox 303853201
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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

50th percentile

0.0%

Faster asset growth than 50% 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

Up

$3,487,438

Up $1,676 (+0.0%) from 2010

Net Assets

Up

$3,487,438

Up $1,676 (+0.0%) 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

$209,468

Up $38,068 (+22%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,485,762Liabilities 2010: $0Net Assets 2010: $3,485,7622010Assets 2011: $3,487,438Liabilities 2011: $0Net Assets 2011: $3,487,4382011Assets 2013: $3,757,339Liabilities 2013: $02013Assets 2014: $4,024,226Liabilities 2014: $02014Assets 2015: $3,921,973Liabilities 2015: $02015Assets 2017: $3,833,185Liabilities 2017: $0Net Assets 2017: $3,833,1852017Assets 2018: $3,848,037Liabilities 2018: $0Net Assets 2018: $3,848,0372018Assets 2019: $3,883,873Liabilities 2019: $0Net Assets 2019: $3,883,8732019Assets 2020: $3,979,563Liabilities 2020: $0Net Assets 2020: $3,979,5632020Assets 2021: $4,192,242Liabilities 2021: $0Net Assets 2021: $4,192,2422021Assets 2022: $4,012,879Liabilities 2022: $0Net Assets 2022: $4,012,8792022Assets 2023: $4,033,735Liabilities 2023: $0Net Assets 2023: $4,033,7352023Assets 2024: $4,131,796Liabilities 2024: $0Net Assets 2024: $4,131,7962024

Highlighted filing

2011

Assets$3,487,438
Liabilities$0
Net Assets$3,487,438
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $171,4002010Expenses 2011: $209,4682011Revenue 2013: $383,138Expenses 2013: $173,156Net Income 2013: $209,9822013Revenue 2014: $431,012Expenses 2014: $161,863Net Income 2014: $269,1492014Revenue 2015: $177,834Expenses 2015: $289,066Net Income 2015: -$111,2322015Revenue 2017: $292,099Expenses 2017: $224,884Net Income 2017: $67,2152017Revenue 2018: $274,329Expenses 2018: $259,501Net Income 2018: $14,8282018Revenue 2019: $304,744Expenses 2019: $269,422Net Income 2019: $35,3222019Revenue 2020: $369,559Expenses 2020: $273,204Net Income 2020: $96,3552020Revenue 2021: $502,437Expenses 2021: $343,673Net Income 2021: $158,7642021Revenue 2022: $129,531Expenses 2022: $308,186Net Income 2022: -$178,6552022Revenue 2023: $304,573Expenses 2023: $283,578Net Income 2023: $20,9952023Revenue 2024: $403,818Expenses 2024: $286,783Net Income 2024: $117,0352024

Highlighted filing

2011

Revenue-
Expenses$209,468
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 6, 2012
Return Version
2011v1.2
Gross Receipts
$2,087,338
Mission and Program Overview

Major Activities

Activity 2
Support baylor college of medicine
Activity 3
Support the university of texas, md anderson hospital
Filing and Contact Details

Filer

EIN
74-6065195
Raw XML Appendix327 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
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0SUPPORT BAYLOR COLLEGE OF MEDICINE
IRS990/Activity2/Expense039392
IRS990/Activity2/Grants039392
IRS990/Activity3/Description0SUPPORT THE UNIVERSITY OF TEXAS, MD ANDERSON HOSPITAL
IRS990/Activity3/Expense039392
IRS990/Activity3/Grants039392
IRS990/ActivityOrMissionDescription0SUPPORT THE NAMED ORGANIZATIONS IN THE RESEARCH AND TREATMENT OF CANCER AND HEART DISEASE.
IRS990/AddressPrincipalOfficerUS/AddressLine10JPMORGAN CHASE BANKNABOX 3038
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053201
IRS990/AllOtherExpenses/ManagementAndGeneral01
IRS990/AllOtherExpenses/Total01
IRS990/AmountOfTaxExemptInterest00
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY03485762
IRS990/CapStckTrstPrinCurrentFunds/EOY03487438
IRS990/CashNonInterestBearing/BOY051
IRS990/CashNonInterestBearing/EOY07
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral050522
IRS990/CompCurrentOfficersDirectors/Total050522
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0SUPPORT THE AMERICAN HEART ASSOCIATION
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense078784
IRS990/FamilyOrBusinessRelationship00
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IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek02.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0JPMORGAN CHASE BANK NA
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities0-878
IRS990/Gaming00
IRS990/Grants078784
IRS990/GrantsAndSimilarAmntsCY0157568
IRS990/GrantsAndSimilarAmntsPriorYear0120348
IRS990/GrantsToDomesticOrgs/ProgramServices0157568
IRS990/GrantsToDomesticOrgs/Total0157568
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities01875177
IRS990/GrossReceipts02087338
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InvestmentIncomeCurrentYear099443
IRS990/InvestmentIncome/ExclusionAmount0100321
IRS990/InvestmentIncomePriorYear0159209
IRS990/InvestmentIncome/TotalRevenueColumn0100321
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY03097254
IRS990/InvestmentsPubTradedSecurities/EOY03304884
IRS990/LessCostOthBasisSalesExpenses/Securities01876055
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0SUPPORT THE NAMED ORGANIZATIONS IN THE RESEARCH AND TREATMENT OF CANCER AND HEART DISEASE.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY03485762
IRS990/NetAssetsOrFundBalancesEOY03487438
IRS990/NetGainOrLossInvestments/ExclusionAmount0-878
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-878
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization4947a10X
IRS990/OtherAssetsTotal/BOY024
IRS990/OtherAssetsTotal/EOY024
IRS990/OtherExpensePriorYear08446
IRS990/OtherExpensesCurrentYear01378
IRS990/OtherExpenses/Description0AD VALOREM TAX
IRS990/OtherExpenses/Description1FOREIGN DIVIDEND TAX PA
IRS990/OtherExpenses/Description2PRODUCTION TAX
IRS990/OtherExpenses/Description3MINERAL EXPENSE
IRS990/OtherExpenses/ManagementAndGeneral0742
IRS990/OtherExpenses/ManagementAndGeneral1492
IRS990/OtherExpenses/ManagementAndGeneral2133
IRS990/OtherExpenses/ManagementAndGeneral310
IRS990/OtherExpenses/Total0742
IRS990/OtherExpenses/Total1492
IRS990/OtherExpenses/Total2133
IRS990/OtherExpenses/Total310
IRS990/OtherRevenueCurrentYear0111840
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0FEDERAL TAX REFUND
IRS990/OtherRevenueMisc/ExclusionAmount011600
IRS990/OtherRevenueMisc/TotalRevenueColumn011600
IRS990/OtherRevenuePriorYear087404
IRS990/OtherWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0-139
IRS990/ReconcilationRevenueExpenses01815
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY01815
IRS990/RevenuesLessExpensesPriorYear075213
IRS990/RoyaltiesRevenue/ExclusionAmount0100240
IRS990/RoyaltiesRevenue/TotalRevenueColumn0100240
IRS990/SalariesEtcCurrentYear050522
IRS990/SalariesEtcPriorYear042606
IRS990/SavingsAndTempCashInvestments/BOY0388433
IRS990/SavingsAndTempCashInvestments/EOY0182523
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts0157568
IRS990ScheduleA/SupportedOrgInformation/Amount078784
IRS990ScheduleA/SupportedOrgInformation/Amount139392
IRS990ScheduleA/SupportedOrgInformation/Amount239392
IRS990ScheduleA/SupportedOrgInformation/EIN0741222132
IRS990ScheduleA/SupportedOrgInformation/EIN1741613878
IRS990ScheduleA/SupportedOrgInformation/EIN2746001118
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc11
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc21
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10AMERICAN HEART ASSOCIATION AUSTIN TEXAS
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine11BAYLOR COLLEGE OF MEDICINE HOUSTON TEXAS
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine12UNIVERSITY OF TEXAS MD ANDERSON HOSPITAL HOUSTON TEXAS
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS11
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS21
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified11
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified21
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501(C)(3)
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization1501(C)(3)
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization2501(C)(3)
IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs03
IRS990/ScheduleBRequired00
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. JPMORGAN CHASE BANK, N.A. HAS A DEDICATED ADMINISTRATIVE SERVICES GROUP DESIGNATED AS THE NATIONAL CHARITABLE ACCOUNT ADMINISTRATION GROUP (NCAA). ADMINISTRATORS IN THIS GROUP FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. NCAA DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, PROVIDING EXPENDITURE RESPONSIBILITY REPORTS AS NEEDED AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST. THIS TRUST IS SUPPORTED BY NCAA AS WELL AS AN INDIVIDUAL TRUST ADMINISTRATOR.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10PO BOX 15186
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11ONE BAYLOR PLAZA T-128
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine121515 HOLCOMBE BLVD
IRS990ScheduleI/RecipientTable/AddressUS/City0AUSTIN
IRS990ScheduleI/RecipientTable/AddressUS/City1HOUSTON
IRS990ScheduleI/RecipientTable/AddressUS/City2HOUSTON
IRS990ScheduleI/RecipientTable/AddressUS/State0TX
IRS990ScheduleI/RecipientTable/AddressUS/State1TX
IRS990ScheduleI/RecipientTable/AddressUS/State2TX
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode078761
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode177030
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode277030
IRS990ScheduleI/RecipientTable/AmountOfCashGrant078784
IRS990ScheduleI/RecipientTable/AmountOfCashGrant139392
IRS990ScheduleI/RecipientTable/AmountOfCashGrant239392
IRS990ScheduleI/RecipientTable/EINOfRecipient0741222132
IRS990ScheduleI/RecipientTable/EINOfRecipient1741613878
IRS990ScheduleI/RecipientTable/EINOfRecipient2746001118
IRS990ScheduleI/RecipientTable/PurposeOfGrant0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrant1PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrant2PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10AMERICAN HEART ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11BAYLOR COLLEGE OF MEDICINE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine12UNIV OF TEXAS MD ANDERSON HOSPITAL
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants03
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation1COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES.
IRS990ScheduleO/GeneralExplanation/Explanation2AS TRUSTEE, JPMORGAN CHASE BANK, N.A., MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATIONS. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JPMORGAN CHASE BANK, N.A., DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY, HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JPMORGAN CHASE BANK, N.A., STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT. COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES.
IRS990ScheduleO/GeneralExplanation/Explanation3JPMORGAN CHASE BANK, N.A. - P O BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation4BASIS ADJUSTMENT - RETURN OF CAPITAL 252. BASIS ADJUSTMENT - AOL/TIME WARNER BASIS ADJUSTMENT - MUTUAL FUND TIMING DIFFERENCES -391. BASIS ADJUSTMENT TOTAL TO FORM 990, PART XI, LINE 5: -139.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0TX
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10712 MAIN STREET FLOOR 10
IRS990/TheBooksAreInCareOf/AddressUS/City0HOUSTON
IRS990/TheBooksAreInCareOf/AddressUS/State0TX
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode077002
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber07132164321
IRS990/TotalAssets/BOY03485762
IRS990/TotalAssetsBOY03485762
IRS990/TotalAssets/EOY03487438
IRS990/TotalAssetsEOY03487438
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear0209468
IRS990/TotalExpensesPriorYear0171400
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral051900
IRS990/TotalFunctionalExpenses/ProgramServices0157568
IRS990/TotalFunctionalExpenses/Total0209468
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY03485762
IRS990/TotalLiabNetAssetsFundBalances/EOY03487438
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY03485762
IRS990/TotalNetAssetsFundBalances/EOY03487438
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue011600
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0157568
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0211283
IRS990/TotalRevenue/ExclusionAmount0211283
IRS990/TotalRevenuePriorYear0246613
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0211283
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01966
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0746065195
ReturnHeader/Filer/Name/BusinessNameLine10ROBERT V DAVIDSON TRUST R76133009
ReturnHeader/Filer/NameControl0DAVI
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNABOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-06-06
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-13T16:23:39-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,487,438
Liabilities
$0
Net assets
$3,487,438
Revenue
-
Expenses
$209,468
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.40$0.29$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.30$0.28$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.13$0.31$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.50$0.34$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.37$0.27$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.30$0.27$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.27$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.29$0.22$0.07
2015Summary only. Only limited summary data is available for this year.$3.92$0.00$0.18$0.29$0.11
2014Summary only. Only limited summary data is available for this year.$4.02$0.00$0.43$0.16$0.27
2013Summary only. Only limited summary data is available for this year.$3.76$0.00$0.38$0.17$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.00$3.49$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.00$3.49$0.17