Civic Intelligence

Gregory-Johnstone Char Trust XXXXX1003

990PF • Fiscal year 2011 • EIN 76-6080218

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Jpmorgan Chase Bank PO Box 303853201
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k 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

95th percentile

$5,321

Higher top officer pay than 95% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

40th percentile

-4.2%

Faster asset growth than 40% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$382,769

Down $16,645 (-4.2%) from 2010

Net Assets

Down

$382,769

Down $16,645 (-4.2%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$32,349

Up $588 (+1.9%) from 2010

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.

$600K$400K$200K$0Assets 2010: $399,414Liabilities 2010: $0Net Assets 2010: $399,4142010Assets 2011: $382,769Liabilities 2011: $0Net Assets 2011: $382,7692011Assets 2012: $387,816Liabilities 2012: $02012Assets 2013: $393,961Liabilities 2013: $02013Assets 2014: $405,375Liabilities 2014: $02014Assets 2015: $409,823Liabilities 2015: $02015Assets 2018: $399,264Liabilities 2018: $0Net Assets 2018: $399,2642018Assets 2019: $397,616Liabilities 2019: $0Net Assets 2019: $397,6162019Assets 2020: $393,243Liabilities 2020: $0Net Assets 2020: $393,2432020Assets 2021: $411,278Liabilities 2021: $0Net Assets 2021: $411,2782021Assets 2022: $386,124Liabilities 2022: $0Net Assets 2022: $386,1242022Assets 2023: $377,739Liabilities 2023: $0Net Assets 2023: $377,7392023Assets 2024: $372,835Liabilities 2024: $0Net Assets 2024: $372,8352024

Highlighted filing

2011

Assets$382,769
Liabilities$0
Net Assets$382,769

Operations Trend

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $31,7612010Expenses 2011: $32,3492011Revenue 2012: $10,935Expenses 2012: $5,678Net Income 2012: $5,2572012Revenue 2013: $29,852Expenses 2013: $23,707Net Income 2013: $6,1452013Revenue 2014: $31,180Expenses 2014: $19,765Net Income 2014: $11,4152014Revenue 2015: $11,142Expenses 2015: $6,695Net Income 2015: $4,4472015Revenue 2018: $24,758Expenses 2018: $27,346Net Income 2018: -$2,5882018Revenue 2019: $29,219Expenses 2019: $30,797Net Income 2019: -$1,5782019Revenue 2020: $25,672Expenses 2020: $30,142Net Income 2020: -$4,4702020Revenue 2021: $48,654Expenses 2021: $30,807Net Income 2021: $17,8472021Revenue 2022: $7,596Expenses 2022: $32,652Net Income 2022: -$25,0562022Revenue 2023: $21,069Expenses 2023: $29,509Net Income 2023: -$8,4402023Revenue 2024: $26,278Expenses 2024: $29,253Net Income 2024: -$2,9752024

Highlighted filing

2011

Revenue-
Expenses$32,349
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$5,321-$5,321
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLUTHERAN WORLD RELIEFPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$6,779
Paid GrantHEIFER PROJECTPROGRAM SUPPORTPUBLIC CHARITYLITTLE ROCK, AR, US$4,000
Paid GrantMADDPROGRAM SUPPORTPUBLIC CHARITYIRVING, TX, US$4,000
Paid GrantSALVATION ARMYPROGRAM SUPPORTPUBLIC CHARITYBILLINGS, MT, US$4,000
Paid GrantTHE SMILE TRAINPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$4,000
Paid GrantVH1 SAVE THE MUSICPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$4,000
Filing and Contact Details

Filer

EIN
76-6080218
Raw XML AppendixShowing 400 of 421 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/NameOfBond0BLACKROCK HIGH YIELD BOND - 486.081 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE MUT FDS TR FLT RT CL I - 1729.769 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL - 1847.024 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL - 2618.059 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM STR INC OPP FD - 663.196 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM TR I MLT SC INC - SEL - 795.459 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DELAWARE EMERGING MARKETS FUND - 526.295 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1T ROWE PRICE INTL FUNDS INC NEW ASIA FUND - 875.504 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SPDR S&P 500 ETF TRUST - 121 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3THORNBURG VALUE FUND FD CL I - 338.001 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES S&P MIDCAP 400 INDEX FD - 121 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ISHARES MSCI EAFE INDEX FUND - 196 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ARTISAN INTL VALUE FUND - INV - 716.542 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ASTON OPTIMUM MID CAP FUND I - 598.639 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8PRIMECAP ODYSSEY FUNDS ODYSSEY STK FD - 1255.796 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM US EQU FD - SEL - 1868.161 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM LARGE CAP GROWTH FD - SEL - 726.001 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTREPID AMERICA FD - SEL - 333.111 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM MARKET EXPANSION INDEX FUND- 707.231 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM INTL VALUE FD - SEL 1157.391 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM ASIA EQU FD - SEL - 336.794 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15VANGUARD MSCI EMERGING MARKETS ETF - 88 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16EDGEWOOD GROWTH FUND - 1330.493 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17HARTFORD CAPITAL APPRECIATION FUND - 548.203 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18MANNING & NAPIER FUND INC WORLD OPPS SERIES FUND - 890.444 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19MANNING & NAPIER FUND INC EQU SERIES - 391.31 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20IVY GLOBAL NATURAL RESOURCE-I - 407.336 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21VICTORY PORTFOLIOS DIVRS STK CL I - 747.176 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22JOHN HANCOCK II-EMG MKTS-I - 389.986 SHS
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THE TRUST HAS NO PROVISION FOR MAKING LOANS OR DISTRIBUTIONS TO INDIVIDUALS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11LUTHERAN WORLD RELIEF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12MADD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE SMILE TRAIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15VH1 SAVE THE MUSIC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
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TaxesSchedule/Taxes/Amount0209
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TaxesSchedule/Taxes/Category1EXCISE TAXES -PRIOR YEAR
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