Mary F Sorrell Charitable Foundation Tr R76596007

EIN 74-6371275

Jpmorgan Chase Banknapo Box 303853201

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

<$500k nonprofits • Source year 2013

0.00x

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

<$500k nonprofits • Source year 2013

43%

Higher net margin than 87% of similar nonprofits.

<$500k nonprofits • Source year 2013

$4,059

Higher top officer pay than 85% of similar nonprofits.

<$500k nonprofits • Source year 2010

4.0%

Faster asset growth than 64% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

309%

Faster revenue growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets63rd percentile

Assets

$271,535

Up $10,406 (+4.0%) from 2012

Liabilities

Flat

Flat from 2012

Net Assets

No earlier filing loaded for comparison.

Operations

Liabilities / Revenue66th percentile Net Margin87th percentile

Revenue

$31,613

Up $23,893 (+309%) from 2012

Expenses

$17,987

Up $1,294 (+7.8%) from 2012

Net Income

$13,626

Up $22,599 (+252%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2013

Assets$271,535

Liabilities$0

Net Assets-

Open 2013 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2013

Revenue$31,613

Expenses$17,987

Net Income$13,626

Open 2013 Filing

Filings

Most recent year

2013 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing

Assets: $271,535
Liabilities: $0
Net assets: -
Revenue: $31,613
Expenses: $17,987
Net income: $13,626

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2013Summary only. Only limited summary data is available for this year.	$2.72	$0.00		$0.32	$0.18	$0.14
2012Summary only. Only limited summary data is available for this year.	$2.61	$0.00		$0.08	$0.17	$0.09
2011Summary only. Only limited summary data is available for this year.	$2.68	$0.00		$0.20	$0.18	$0.02
2010Detailed filing. Detailed filing data is available for this year.	$2.66	$0.00	$2.66		$0.17

Latest Detailed Filing

The latest 2013 filing currently has summary financial data only. Showing the latest detailed filing from 2010 below.

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 Pay85th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JPMORGAN CHASE BANK NA	Trustee	-	$4,059	-	$4,059

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	TEXAS TECH UNIVERSITY	GRANT : SCHOLARSHIP SUPPORT	PUBLIC CHARITY	LUBBOCK, TX, US	$11,484

Filing and Contact Details

Filer

EIN: 74-6371275

Raw XML Appendix388 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.

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	1	SPDR S&P 500 ETF TRUST - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	2	THORNBURG VALUE FUND FD CL I - 89.175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	3	JPM REALTY INCOME FD - INSTL - 326.708 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	4	ISHARES S&P MIDCAP 400 INDEX FUND - 36 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	5	ARTISAN INTL VALUE FUND - INV - 246.252 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	6	ARBITRAGE FUNDS - I CL I - 436.277 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	7	JPM US EQU FD - SEL - 926.329 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	8	JPM EQU INCOME FD - SEL - 1101.459 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	9	JPM US REAL ESTATE FD - SEL - 189.071 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	10	JPM MARKET EXPANSION INDEX FD - SEL- 646.169 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	11	JPM TAX AWARE EQU - INSTL - 549.05 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	12	JPM INTL VALUE FD - SEL - 667.609 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	13	JPM ASIA EQU FD - SEL- 330.925 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	14	VANGUARD MSCI EMERGING MKTS ETF - 193 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	15	JPM US LRGE CAP CORE PLUS FD - SEL - 629.558 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	16	LEGG MASON PARTNERS APPRECIATION CL I - 462.643 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	17	EATON VANCE MUT FDS TR GLOBAL MACRO - I - 542.994 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	18	GATEWAY FUND - Y - 96.195 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	19	SPDR GOLD TRUST - 26 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	20	HARTFORD MID CAP FD I - 293.868 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	21	JPM RESEARCH MARKET NEUTRAL FD - SEL- 332.357 SHS
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	75201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NECTFilingInLieuOFForm1041	0	X
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	TX
IRS990PF/StatementsRegardingActivities/TaxExemptInterestReceived	0	6
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	0
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	1
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	11484
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	GRANT : SCHOLARSHIP SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	TEXAS TECH UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	P O BOX 43106
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	LUBBOCK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	79409
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	11484
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	1840
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	11484
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	14164
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	13324
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	12324
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	11484
OtherAssetsSchedule/OtherAssets/BOYBookValue	0	3
OtherAssetsSchedule/OtherAssets/Description	0	MINERAL ASSETS
OtherAssetsSchedule/OtherAssets/EOYBookValue	0	3
OtherAssetsSchedule/OtherAssets/EOYFMV	0	0
OtherDecreasesSchedule/OtherDecreases/Amount	0	102
OtherDecreasesSchedule/OtherDecreases/Amount	1	73
OtherDecreasesSchedule/OtherDecreases/Description	0	MUTUAL FUND INCOME TIMING DIFFERENCE
OtherDecreasesSchedule/OtherDecreases/Description	1	RETURN OF CAPITAL ADJUSTMENTS
OtherExpensesSchedule/OtherExpenses/Description	0	MINERAL ASSET FEE
OtherExpensesSchedule/OtherExpenses/Description	1	INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	500
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	12
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	500
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	12
OtherIncreasesSchedule/OtherIncreases/Amount	0	144
OtherIncreasesSchedule/OtherIncreases/Description	0	NONTAXABLE DIVIDENDS DISTIBUTIONS
TaxesSchedule/Taxes/Amount	0	35
TaxesSchedule/Taxes/Amount	1	54
TaxesSchedule/Taxes/Category	0	FEDERAL EXCISE TAX- BALANCE-PRIOR YEAR
TaxesSchedule/Taxes/Category	1	FOREIGN INCOME TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	54
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	746371275
ReturnHeader/Filer/Name/BusinessNameLine1	0	MARY F SORRELL CHARITABLE FOUNDATION TR R76596007
ReturnHeader/Filer/NameControl	0	SORR
ReturnHeader/Filer/Phone	0	4149771210
ReturnHeader/Filer/USAddress/AddressLine1	0	JPMORGAN CHASE BANKNAPO BOX 3038
ReturnHeader/Filer/USAddress/City	0	MILWAUKEE
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53201
ReturnHeader/Officer/DateSigned	0	2011-05-09
ReturnHeader/Officer/Name	0	JACK L UDOVICH
ReturnHeader/Officer/Phone	0	4149771210
ReturnHeader/Officer/Title	0	AUTH OFFICER
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2010-01-01
ReturnHeader/TaxPeriodEndDate	0	2010-12-31
ReturnHeader/TaxYear	0	2010
ReturnHeader/Timestamp	0	2011-04-29T16:15:11-05:00

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