Civic Intelligence

William Van Law Plankey Charitable Endowment Trust

990PF • Fiscal year 2011 • EIN 75-2672935

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 09, 2011

Organization Profile
Jpmorgan Chase Bank PO Box 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

78th percentile

$12,360

Higher top officer pay than 78% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,198,194

No earlier filing loaded for comparison.

Net Assets

$1,198,194

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

$69,422

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.

$1.5M$1.0M$500K$0Assets 2011: $1,198,194Liabilities 2011: $0Net Assets 2011: $1,198,1942011Assets 2012: $1,150,716Liabilities 2012: $02012Assets 2013: $1,177,495Liabilities 2013: $02013Assets 2014: $1,167,061Liabilities 2014: $02014Assets 2015: $1,184,838Liabilities 2015: $02015Assets 2016: $1,121,737Liabilities 2016: $02016Assets 2018: $1,109,438Liabilities 2018: $0Net Assets 2018: $1,109,4382018Assets 2019: $1,108,134Liabilities 2019: $0Net Assets 2019: $1,108,1342019Assets 2020: $1,096,519Liabilities 2020: $0Net Assets 2020: $1,096,5192020Assets 2021: $1,105,800Liabilities 2021: $0Net Assets 2021: $1,105,8002021Assets 2022: $1,072,438Liabilities 2022: $0Net Assets 2022: $1,072,4382022Assets 2023: $1,061,920Liabilities 2023: $0Net Assets 2023: $1,061,9202023Assets 2024: $1,023,803Liabilities 2024: $0Net Assets 2024: $1,023,8032024Assets 2025: $1,028,781Liabilities 2025: $0Net Assets 2025: $1,028,7812025

Highlighted filing

2011

Assets$1,198,194
Liabilities$0
Net Assets$1,198,194
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2011: $69,4222011Revenue 2012: $27,997Expenses 2012: $75,475Net Income 2012: -$47,4782012Revenue 2013: $98,870Expenses 2013: $72,091Net Income 2013: $26,7792013Revenue 2014: $63,476Expenses 2014: $73,316Net Income 2014: -$9,8402014Revenue 2015: $93,648Expenses 2015: $75,851Net Income 2015: $17,7972015Revenue 2016: $10,641Expenses 2016: $73,748Net Income 2016: -$63,1072016Revenue 2018: $58,405Expenses 2018: $69,520Net Income 2018: -$11,1152018Revenue 2019: $77,235Expenses 2019: $78,504Net Income 2019: -$1,2692019Revenue 2020: $64,032Expenses 2020: $75,611Net Income 2020: -$11,5792020Revenue 2021: $87,810Expenses 2021: $78,348Net Income 2021: $9,4622021Revenue 2022: $50,508Expenses 2022: $83,745Net Income 2022: -$33,2372022Revenue 2023: $71,673Expenses 2023: $82,196Net Income 2023: -$10,5232023Revenue 2024: $43,126Expenses 2024: $75,877Net Income 2024: -$32,7512024Revenue 2025: $81,517Expenses 2025: $79,106Net Income 2025: $2,4112025

Highlighted filing

2011

Revenue-
Expenses$69,422
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 9, 2011
Return Version
2010v3.4
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$12,360-$12,360
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMARIETTA COLLEGEGRANT: WILLIAM VAN LAW PLANKEY PROFESSORSHIPPUBLIC CHARITYMARIETTA, OH, US$56,854
Filing and Contact Details

Filer

EIN
75-2672935
Raw XML AppendixShowing 400 of 436 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1STRUCTURED INVESTMENTS
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3EATON VANCE MUT FDS TR FLT RT CL I - 7451.385 SHS
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM CORE PLUS BOND FD - SEL - 3562.965 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EQUITY MUTUAL FUNDS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2JPM REALTY INCOME FD - INSTL - 2784.142 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3BLACKROCK U.S. OPPORTUNITIES PORTFOLIO - 174.378 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES RUSSELL MIDCAP INDEX FUND - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARTISAN INTL VALUE FUND - INV - 827.934 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ARBITRAGE FUNDS - I CL I - 1043.431 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JPM LARGE CAP GROWTH FD - SEL - 1252.9 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM INTREPID AMERICA FD - SEL - 1090.909 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM INTREPID VALUE FD - SEL - 1120.797 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM MARKET EXPANSION INDEX FD - SEL- 3799.392 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTL VALUE FD - SEL - 2681.864 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM ASIA EQU FD - SEL - 953.942 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13VANGUARD MSCI EMERGING MARKETS ETF - 1150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14VANGUARD MSCI EUROPE ETF - 490 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17HARTFORD CAPITAL APPRECIATION FUND - 1179.796 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18IVY GLOBAL NATURAL RESOURCE-I - 1071.463 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19EATON VANCE MUT FDS TR GLOBAL MACRO - I - 1324.608 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20GATEWAY FUND - Y - 499.616 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21SPDR GOLD TRUST - 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 854.768 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23GS BREN SPX 07/08/11 - 23000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24HSBC GOLD CPN NOTE 10/21/11 5%CPN, - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25MS BREN EAFE 10/26/11 - 20000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26SG BREN SPX 10/26/11 - 20000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27BNP CONT BUFF EQ SPX 5/4/12 - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28MATTHEWS PACIFIC TIGER INSTL FUND - 502.766 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29BARC REN SPX 01/25/12 - 20000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30COLUMBIA FDS SER TR II MASS ASIA PC JP R5 - 1452.433 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31CS BREN EAFE 05/02/12 - 13000 SHS
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3038
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets032223
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02149653457
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ROSS AVE FL 7
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DALLAS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode075201
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
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IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
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
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount056854
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GRANT: WILLIAM VAN LAW PLANKEY PROFESSORSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MARIETTA COLLEGE
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear03090
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1056854
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted064268
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions059944
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,198,194
Liabilities
$0
Net assets
$1,198,194
Revenue
-
Expenses
$69,422
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.08$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.05$0.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.08$0.08$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.06$0.07$0.01
2016Summary only. Only limited summary data is available for this year.$1.12$0.00$0.01$0.07$0.06
2015Summary only. Only limited summary data is available for this year.$1.18$0.00$0.09$0.08$0.02
2014Summary only. Only limited summary data is available for this year.$1.17$0.00$0.06$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$1.18$0.00$0.10$0.07$0.03
2012Summary only. Only limited summary data is available for this year.$1.15$0.00$0.03$0.08$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07