Civic Intelligence

Nellie Van Schaick Tw

990PF • Fiscal year 2011 • EIN 86-6090500

Jun 01, 2010 to May 31, 2011 • Filed on Jan 10, 2012

Organization Profile
Jpmorgan Chase Bankna PO Box 303853201-3038
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

98th percentile

$61,451

Higher top officer pay than 98% 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

$4,210,740

No earlier filing loaded for comparison.

Net Assets

$4,210,740

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

$224,465

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.

$6.0M$4.0M$2.0M$0Assets 2011: $4,210,740Liabilities 2011: $0Net Assets 2011: $4,210,7402011Assets 2012: $4,318,431Liabilities 2012: $12012Assets 2013: $4,281,869Liabilities 2013: $02013Assets 2014: $4,359,641Liabilities 2014: $02014Assets 2015: $4,158,290Liabilities 2015: $0Net Assets 2015: $4,158,2902015Assets 2020: $3,610,753Liabilities 2020: $02020Assets 2021: $3,388,993Liabilities 2021: $0Net Assets 2021: $3,388,9932021Assets 2022: $3,154,367Liabilities 2022: $2,450Net Assets 2022: $3,151,9172022Assets 2023: $2,833,521Liabilities 2023: $3,692Net Assets 2023: $2,829,8292023Assets 2024: $2,562,673Liabilities 2024: $3,692Net Assets 2024: $2,558,9812024Assets 2025: $2,374,056Liabilities 2025: $3,692Net Assets 2025: $2,370,3642025

Highlighted filing

2011

Assets$4,210,740
Liabilities$0
Net Assets$4,210,740
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $224,4652011Revenue 2012: $321,535Expenses 2012: $214,092Net Income 2012: $107,4432012Revenue 2013: $210,375Expenses 2013: $246,939Net Income 2013: -$36,5642013Revenue 2014: $163,731Expenses 2014: $85,959Net Income 2014: $77,7722014Revenue 2015: $119,930Expenses 2015: $321,281Net Income 2015: -$201,3512015Revenue 2020: $211,366Expenses 2020: $368,597Net Income 2020: -$157,2312020Revenue 2021: $162,896Expenses 2021: $380,225Net Income 2021: -$217,3292021Revenue 2022: $194,886Expenses 2022: $431,962Net Income 2022: -$237,0762022Revenue 2023: $127,445Expenses 2023: $449,533Net Income 2023: -$322,0882023Revenue 2024: $79,875Expenses 2024: $342,973Net Income 2024: -$263,0982024Revenue 2025: $206,980Expenses 2025: $395,597Net Income 2025: -$188,6172025

Highlighted filing

2011

Revenue-
Expenses$224,465
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2010 to May 31, 2011
Signed
Jan 10, 2012
Return Version
2010v3.4
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANKNATrusteePT$61,451-$61,451
BARASSI CURL PLCTrustee-$11,800-$11,800
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDAVAO MEDICAL SCHOOL FOUNDATIONSCHOLARSHIPS STUDY OF MEDICINEFOREIGN UNIVERSITYDAVAO CITY, RP$64,260
Paid GrantXAVIER UNIVERSITY DR JOSE P RIZAL SCHOOL OF MEDICINESCHOLARSHIPS STUDY OF MEDICINEFOREIGN UNIVERSITYCAGAYANDE DE ORO CITY, RP$35,420
Paid GrantATENEO DE ZAMBOANGA UNIVERSITY SCHOOL OF MEDICINESCHOLARSHIPS STUDY OF MEDICINEFOREIGN UNIVERSITYZAMBOANGA CITY, RP$25,900
Paid GrantSAINT LOUIS UNIVERSITYSCHOLARSHIPS STUDY OF MEDICINEFOREIGN UNIVERSITYBAGUIO CITY, RP$14,400
Filing and Contact Details

Filer

EIN
86-6090500
Raw XML AppendixShowing 400 of 561 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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AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0985
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AmountExpendedByGrantee025900
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AmountExpendedByGrantee164260
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AmountExpendedByGrantee214400
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AmountExpendedByGrantee335420
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee0NO
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee1NO
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee2NO
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee3NO
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine10ATENEO DE ZAMBOANGA UNIVERSITY
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine11DAVAO MEDICAL SCHOOL FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine12ST LOUIS UNIVERSITY
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine13XAVIER UNIVERSITY DR JOSE RIZAL SCH MEDICINE
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DateOfVerification02011-06-02
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DateOfVerification12011-05-13
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DateOfVerification22011-03-22
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DateOfVerification32011-05-31
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DatesOfReportsByGrantee012/07/2011
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ExpenditureResponsibilityStmt/ExpenditureResponsibility/ForeignAddress/City1DAVAO CITY
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ExpenditureResponsibilityStmt/ExpenditureResponsibility/ForeignAddress/Country0RP
ExpenditureResponsibilityStmt/ExpenditureResponsibility/ForeignAddress/Country1RP
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ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantAmount335420
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantDate02010-10-18
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantDate12010-10-18
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ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantPurpose0PROVIDE GRADUATE AND UNDERGRADUATE SCHOLARSHIPS TO LOW INCOME STUDENTS OFPHILLIPINE ORIGIN FOR THE STUDY OF MEDICINE
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ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantPurpose2PROVIDE GRADUATE AND UNDERGRADUATE SCHOLARSHIPS TO LOW INCOME STUDENTS OFPHILLIPINE ORIGINPROVIDE GRADUATE AND UNDERGRADUATE SCHOLARSHIPS TO LOW INCOME STUDENTS OFPHILLIPINE ORIGIN FOR THE STUDY OF MEDICINE.N FOR THE STUDY OF MEDICINE
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantPurpose3PROVIDE GRADUATE AND UNDERGRADUATE SCHOLARSHIPS TO LOW INCOME STUDENTS OF PHILLIPINE ORIGIN FOR THE STUDY OF MEDICINE.
ExpenditureResponsibilityStmt/ExpenditureResponsibility/ResultsOfVerification0NO DIVERSION OF FUNDS
ExpenditureResponsibilityStmt/ExpenditureResponsibility/ResultsOfVerification1NO DIVERSION OF FUNDS
ExpenditureResponsibilityStmt/ExpenditureResponsibility/ResultsOfVerification2NO DIVERSION OF FUNDS
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue00
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1350000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue14156234
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1182145
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV2166843
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV5158450
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV15174233
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS & FIXED INCOME FUNDS-SEE SCHEDULE ATTACHED
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1FIDELITY ADVISOR HIGH INCOME ADVANTAGE FUND - 18324.496 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2GOLDMAN SACHS TRUST HIGH YIELD FUND INST SHS - 22395 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3VANGUARD FI SECS F INTR TRM CP PT - 15202 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4CITIGROUP INC 6% FEB 21 2012 - 150000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5GENERAL ELECTRIC CAP CORP MED TERM NOTES 6% JUN 15 2012 - 150000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6FHLMC NOTES 5 1/8% JUL 15 2012 - 150000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7U S A NOTES 4 3/8% AUG 15 2012 - 100000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8ISHARES BARCLAYS TIPS BOND FUND - 2000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9FREDDIE MAC NOTES 4 1/2% JAN 15 2014 - 100000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10EATON VANCE MUT FDS TR FLT RT CL I - 17205.55 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond11JPM SHORT DURATION BOND FD - SEL - 14445.795 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12JPM STR INC OPP FD - 4340.278 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond13JPM INTL CURRENCY INCOME FD - 4347.826 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond14FEDERAL HOME LOAN BANK CONS SER RY11 4 7/8% NOV 15 2011 - 150000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond15FANNIE MAE NOTES 5 1/4% SEP 15 2016 - 150000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue15829
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue274230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue359910
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue450001
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue546940
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue643510
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue714217
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue82760
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue941300
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue111913
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1142635
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2105800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV350400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV448274
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCK & EQUITY FUNDS-SEE SCHEDULE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AIR PRODUCTS & CHEMICALS INC - 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2CATERPILLAR INC - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3CISCO SYSTEMS INC - 3000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4DELAWARE EMERGING MARKETS FUND - 2925.688 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5WALT DISNEY CO - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6HEWLETT-PACKARD CO - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7INTERNATIONAL BUSINESS MACHINES CORP - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JOHNSON & JOHNSON - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JOHNSON CONTROLS INC - 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10KELLOGG CO - 1928 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11MC DONALDS CORP - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12MICROSOFT CORP - 3000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13NOVARTIS A G ADR - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14ORACLE CORP - 2500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15PACCAR INC - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16PRAXAIR INC - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17PROCTER & GAMBLE CO - 750 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18UNITED TECHNOLOGIES CORP - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19WALMART STORES INC - 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20WELLS FARGO & CO - 3000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21ISHARES RUSSELL 2000 VALUE INDEX FUND - 771 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22ISHARES COHEN & STEERS REALTY MAJORS INDEX FUND - 882 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23ISHARES RUSSELL MIDCAP GROWTH INDEX FUND - 814 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24ISHARES RUSSELL MIDCAP INDEX FUND - 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25AT&T INC - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26MANNING & NAPIER FUND INC WORLD OPP SER FUND - 13020.833 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27IVY GLOBAL NATURAL RESOURCE-I - 2929.115 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28EATON VANCE MUT FDS TR GLOBAL MACRO - I - 9744 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND - 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30ARTIO INTERNATIONAL EQU II - I - 18713 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 2365.184 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32MATTHEWS PACIFIC TIGER INSTL FUND - 5443.369 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33EXXON MOBIL CORP - 1750 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34METLIFE INC - 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35THE TRAVELERS COMPANIES INC. - 1000 SHS
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0430507
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss096621
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14287
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice14287
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01342
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04210740
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY04164757
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04210740
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0267192
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IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome04259
IRS990PF/DistributableAmount/TotalTax04259
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear02213
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment05240
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment02213
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension01232
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments06472
IRS990PF/FMVAssetsEOY05760357
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets05511692
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0353693
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities05157999
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable082675
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0271451
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets05429017
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets05511692
IRS990PF/NECT0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation061451
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation111800
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JPMORGAN CHASE BANKNA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BARASSI CURL PLC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3038
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11485 SOUTH MAIN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053201
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.060636
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.082894
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.069663
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.055436
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear204914080
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear306086273
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear406091080
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear505909992
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome02129
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10154326
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20407348
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30423988
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40396376
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50327626
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.303181
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0159278
IRS990PF/QualifyingDistributions/ExpensesAndContributions0159278
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0159278
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JPMORGAN CHASE BANK NA

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,210,740
Liabilities
$0
Net assets
$4,210,740
Revenue
-
Expenses
$224,465
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.21$0.40$0.19
2024Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.08$0.34$0.26
2023Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.13$0.45$0.32
2022Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.19$0.43$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.16$0.38$0.22
2020Summary only. Only limited summary data is available for this year.$3.61$0.00$0.21$0.37$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.12$0.32$0.20
2014Summary only. Only limited summary data is available for this year.$4.36$0.00$0.16$0.09$0.08
2013Summary only. Only limited summary data is available for this year.$4.28$0.00$0.21$0.25$0.04
2012Summary only. Only limited summary data is available for this year.$4.32$0.00$0.32$0.21$0.11
2011Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.22