Civic Intelligence

Web Maddox Trust

990PF • Fiscal year 2012 • EIN 75-6347669

Apr 01, 2011 to Mar 31, 2012 • Filed on Aug 09, 2012

C/O Jpmorgan Chase Banknapobox 303853201
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

96th percentile

$47,041

Higher top officer pay than 96% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

46th percentile

-0.1%

Faster asset growth than 46% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$3,740,145

Down $2,767 (-0.1%) from 2011

Net Assets

Down

$3,740,145

Down $2,767 (-0.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$280,967

Up $11,294 (+4.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,742,912Liabilities 2011: $0Net Assets 2011: $3,742,9122011Assets 2012: $3,740,145Liabilities 2012: $0Net Assets 2012: $3,740,1452012Assets 2013: $3,781,406Liabilities 2013: $02013Assets 2014: $3,906,900Liabilities 2014: $02014Assets 2015: $3,992,196Liabilities 2015: $02015Assets 2016: $3,841,547Liabilities 2016: $02016Assets 2018: $4,628,802Liabilities 2018: $0Net Assets 2018: $4,628,8022018Assets 2019: $4,544,856Liabilities 2019: $1Net Assets 2019: $4,544,8562019Assets 2020: $4,433,556Liabilities 2020: $1Net Assets 2020: $4,433,5562020Assets 2021: $4,674,383Liabilities 2021: $1Net Assets 2021: $4,674,3832021Assets 2022: $4,801,818Liabilities 2022: $1Net Assets 2022: $4,801,8182022Assets 2023: $4,827,390Liabilities 2023: $1Net Assets 2023: $4,827,3902023Assets 2024: $5,314,155Liabilities 2024: $0Net Assets 2024: $5,314,1552024Assets 2025: $4,780,702Liabilities 2025: $0Net Assets 2025: $4,780,7022025

Highlighted filing

2012

Assets$3,740,145
Liabilities$0
Net Assets$3,740,145

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $269,6732011Expenses 2012: $280,9672012Revenue 2013: $321,614Expenses 2013: $280,478Net Income 2013: $41,1362013Revenue 2014: $398,624Expenses 2014: $280,766Net Income 2014: $117,8582014Revenue 2015: $399,145Expenses 2015: $311,803Net Income 2015: $87,3422015Revenue 2016: $159,086Expenses 2016: $323,506Net Income 2016: -$164,4202016Revenue 2018: $1,057,832Expenses 2018: $241,678Net Income 2018: $816,1542018Revenue 2019: $207,135Expenses 2019: $290,976Net Income 2019: -$83,8412019Revenue 2020: $192,188Expenses 2020: $303,270Net Income 2020: -$111,0822020Revenue 2021: $552,499Expenses 2021: $311,665Net Income 2021: $240,8342021Revenue 2022: $455,973Expenses 2022: $328,301Net Income 2022: $127,6722022Revenue 2023: $383,054Expenses 2023: $357,494Net Income 2023: $25,5602023Revenue 2024: $241,544Expenses 2024: $308,701Net Income 2024: -$67,1572024Revenue 2025: $321,311Expenses 2025: $300,823Net Income 2025: $20,4882025

Highlighted filing

2012

Revenue-
Expenses$280,967
Net Income-
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Aug 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$47,041-$47,041
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFORT WORTH OPERA ASSOCIATION INCPROGRAM SUPPORTPUBLIC CHARITYFORT WORTH, TX, US$50,000
Paid GrantFORT WORTH SYMPHONY ORCHESTRA ASSOCIATION INCPROGRAM SUPPORTPUBLIC CHARITYFORT WORTH, TX, US$50,000
Paid GrantSTREAMS AND VALLEYS INCPROGRAM SUPPORTPUBLIC CHARITYFORT WORTH, TX, US$50,000
Paid GrantIMAGINATION CELEBRATIONPROGRAM SUPPORTPUBLIC CHARITYFORT WORTH, TX, US$10,000
Paid GrantJUNIOR ACHIEVEMENT OF THE CHISHOLM TRAIL INCPROGRAM SUPPORTPUBLIC CHARITYFORT WORTH, TX, US$10,000
Paid GrantTEXAS CHRISTIAN UNIVERSITYPROGRAM SUPPORTPUBLIC CHARITYFORT WORTH, TX, US$10,000
Paid GrantYMCA OF METROPOLITAN FORT WORTHPROGRAM SUPPORTPUBLIC CHARITYFORT WORTH, TX, US$10,000
Paid GrantTEXAS WIND MUSICAL OUTREACH INCPROGRAM SUPPORTPUBLIC CHARITYDALLAS, TX, US$2,319
Filing and Contact Details

Filer

EIN
75-6347669
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31PACCAR INC - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32PFIZER INC - 756 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33PIONEER NATURAL RESOURCES CO - 40 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34PROCTER & GAMBLE CO - 260 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35QUALCOMM INC - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36SPDR S&P 500 ETF TRUST - 338 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37SCHLUMBERGER LTD - 209 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38TEXAS INSTRUMENTS INC - 205 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39UNITED TECHNOLOGIES CORP - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40VERTEX PHARMACEUTICALS INC - 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41WALTER ENERGY INC - 70 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42WILLIAMS COMPANIES INC - 295 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43XILINX CORP - 220 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44MARRIOTT INTERNATIONAL INC CL A - 165 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A - 129 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46WELLS FARGO & CO - 762 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47BANK OF AMERICA CORP - 709 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48GOLDMAN SACHS GROUP INC - 105 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49DEVON ENERGY CORP - 45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50EOG RESOURCES INC - 60 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51HONEYWELL INTERNATIONAL INC - 158 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52UNITEDHEALTH GROUP INC - 180 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53ISHARES S&P MIDCAP 400 INDEX FUND - 970 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54VERIZON COMMUNICATIONS INC - 272 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55US BANCORP DEL - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56DODGE & COX INTERNATIONAL STOCK - 4375.37 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57ISHARES RUSSELL MIDCAP INDEX FUND - 573 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58YUM BRANDS INC - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59ARTISAN INTL VALUE FUND - INV - 4513.03 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60CENTERPOINT ENERGY INC - 437 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61COMCAST CORP CL A - 255 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62ARBITRAGE FUNDS - I CL I - 11482.92 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63ASTON OPTIMUM MID CAP FUND I - 3779.17 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 3934.29 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65JPM US REAL ESTATE FD - SEL FUND 3037 - 5170.43 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66JPM MID CAP GROWTH - SEL FUND 3120 - 2522.93 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67JPM ASIA 3 FD - SEL FUND 1134 - 3851.51 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68AMERIPRISE FINANCIAL INC - 80 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69AT&T INC - 285 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70CBS CORP CLASS B W/I - 308 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71EDGEWOOD GROWTH FUND - 7236.22 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72CAMERON INTERNATIONAL CORPORATION - 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73CME GROUP INC CLASS A COMMON STOCK - 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74EATON VANCE MUT FDS TR GLOBAL MACRO - I - 11647.09 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75INVESCO LTD - 280 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76PHILIP MORRIS INTERNATIONAL - 98 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77GATEWAY FUND - Y - 1582.77 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78NETAPP INC - 121 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79SPDR GOLD TRUST - 725 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80ACE LTD NEW - 140 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81EQT CORPORATION - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82TYCO INTERNATIONAL LTD - 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83TIME WARNER INC NEW - 533 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84MERCK AND CO INC - 603 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85OMEGA ALPHA INC *** WORTHLESS SECURITY *** - 21 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 2659.5 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87COVIDIEN PLC NEW - 156 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88JOHN HANCOCK II-EMG MKTS-I - 3821.96 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89DB REN SPX 04/25/12 INITIAL LEVEL-04/08/11- 65000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90CS BREN EAFE 05/02/12 INITIAL LEVEL-04/21/11:- 40000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91CITIGROUP INC NEW - 322 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92BNP CONT BUFF EQ SPX 05/23/12 INITIAL LEVEL-05/06/11- 65000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93SG CONT BUFF EQ SPX 08/22/12 LEVEL-08/05/11- 65000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94BARC BREN EAFE 10/11/12 INITIAL LEVEL-09/23/11:- 40000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95HSBC MARKET PLUS GOLD NOTE 10/29/12 , 25.75% MAXRTN 10/14/11- 35000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96CS BREN ASIA BASKET 11/15/12 INITIAL LEVEL-10/28/11- 40000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97BARC BREN COMMODITY BSKT 12/16/14 , 29.25%MAXRTN 01/13/12- 40000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98CS QARN SPX 02/06/13 INITIAL LEVEL-01/20/12- 65000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99HSBC BREN EAFE 03/06/13 INITIAL LEVEL-02/17/12:- 40000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100HSBC BREN EAFE 0 04/04/13 INITIAL LEVEL-03/16/12- 45000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101JUNIPER NETWORKS INC - 370 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102EXXON MOBIL CORP - 342 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103METLIFE INC - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104KRAFT FOODS INC CLASS A - 295 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105PRUDENTIAL FINANCIAL INC - 136 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock106BIOGEN IDEC INC - 82 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107BAIDU INC SPONS ADR - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108INTERCONTINENTAL EXCHANGE INC - 29 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109TD AMERITRADE HOLDING CORPORATION - 193 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock110MASTERCARD INC - CLASS A - 13 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111GENERAL MOTORS CO - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112GS BREN EEM 11/05/12 INITIAL LEVEL-10/19/11- 40000 SHS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0COPYRIGHT #A723157 ON A BOOK "THE BLACK SHEEP" - 1 SHS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount069714
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount075025
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount083
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0132953
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0277775
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0277775
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm075025
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps011760
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm035281
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss047041
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0192319
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0192319
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm069708
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss069714
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-3192
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01906536
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm083
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss083
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss075025

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.32$0.30$0.02
2024Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.24$0.31$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.38$0.36$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.46$0.33$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.55$0.31$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.19$0.30$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.21$0.29$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$1.06$0.24$0.82
2016Summary only. Only limited summary data is available for this year.$3.84$0.00$0.16$0.32$0.16
2015Summary only. Only limited summary data is available for this year.$3.99$0.00$0.40$0.31$0.09
2014Summary only. Only limited summary data is available for this year.$3.91$0.00$0.40$0.28$0.12
2013Summary only. Only limited summary data is available for this year.$3.78$0.00$0.32$0.28$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.28
2011Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.27