Civic Intelligence

Lona Atkinson Charitable Trust XXXXX0000

990PF • Fiscal year 2012 • EIN 86-6214733

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

Organization Profile
Jpmorgan Chase Banknapo 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.

2012 filings • <$500k 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

92nd percentile

$2,908

Higher top officer pay than 92% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

57th percentile

2.8%

Faster asset growth than 57% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$289,948

Up $7,818 (+2.8%) from 2011

Net Assets

Up

$289,948

Up $7,818 (+2.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$8,995

Down $23,461 (-72%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2011: $282,130Liabilities 2011: $0Net Assets 2011: $282,1302011Assets 2012: $289,948Liabilities 2012: $0Net Assets 2012: $289,9482012Assets 2013: $281,412Liabilities 2013: $02013Assets 2014: $279,785Liabilities 2014: $02014Assets 2015: $282,000Liabilities 2015: $02015Assets 2016: $275,281Liabilities 2016: $02016Assets 2018: $270,781Liabilities 2018: $0Net Assets 2018: $270,7812018Assets 2019: $264,611Liabilities 2019: $0Net Assets 2019: $264,6112019Assets 2020: $262,276Liabilities 2020: $0Net Assets 2020: $262,2762020Assets 2021: $262,504Liabilities 2021: $0Net Assets 2021: $262,5042021Assets 2022: $260,226Liabilities 2022: $0Net Assets 2022: $260,2262022Assets 2023: $254,591Liabilities 2023: $0Net Assets 2023: $254,5912023Assets 2024: $239,422Liabilities 2024: $0Net Assets 2024: $239,4222024Assets 2025: $239,055Liabilities 2025: $0Net Assets 2025: $239,0552025

Highlighted filing

2012

Assets$289,948
Liabilities$0
Net Assets$289,948
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KExpenses 2011: $32,4562011Expenses 2012: $8,9952012Revenue 2013: $9,094Expenses 2013: $17,632Net Income 2013: -$8,5382013Revenue 2014: $17,345Expenses 2014: $17,778Net Income 2014: -$4332014Revenue 2015: $20,592Expenses 2015: $18,377Net Income 2015: $2,2152015Revenue 2016: $11,692Expenses 2016: $18,411Net Income 2016: -$6,7192016Revenue 2018: $22,099Expenses 2018: $16,803Net Income 2018: $5,2962018Revenue 2019: $13,268Expenses 2019: $19,434Net Income 2019: -$6,1662019Revenue 2020: $16,953Expenses 2020: $19,280Net Income 2020: -$2,3272020Revenue 2021: $19,955Expenses 2021: $19,686Net Income 2021: $2692021Revenue 2022: $18,262Expenses 2022: $20,510Net Income 2022: -$2,2482022Revenue 2023: $15,455Expenses 2023: $21,091Net Income 2023: -$5,6362023Revenue 2024: $4,066Expenses 2024: $18,891Net Income 2024: -$14,8252024Revenue 2025: $19,070Expenses 2025: $19,440Net Income 2025: -$3702025

Highlighted filing

2012

Revenue-
Expenses$8,995
Net Income-
Open 2012 Filing
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
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$2,908-$2,908
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPARTNERS HEALTHCARE MASSACHUSETTS GENERAL HOSPITAL - DEPT OF NEUROSURGERYGRANT: SUPPORT OF MASSACHUSETTS GENERAL HOSPITAL NEUROSURGERY DEPTPUBLIC CHARITYBOSTON, MA, US$5,902
Filing and Contact Details

Filer

EIN
86-6214733
Raw XML Appendix391 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.

Path#Value
AppliedToPriorYearElection/Election0PURSUANT TO IRC SECTION 4942(H)(2) AND REG 52.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT-YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 03/31/2010
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue02941
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue19366
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue211894
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue341891
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue416011
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue55780
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue65172
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue78671
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue89447
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue96405
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV03076
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV19501
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV212036
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV343060
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV415656
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV55574
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV65897
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV78262
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV89465
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV96449
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BLACKROCK HIGH YIELD BOND - 397.97 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE FLOATING RATE I - 1055.664 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL - 1525.45 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL - 3925.233 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4RIDGEWORTH FDS SEIX FLRT HI I - 1773.089 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 387.919 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM STR INC OPP FD - 510.595 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JPM INTL CURRENCY INCOME FD - 743.654 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8JPM TR I INFL MANAGED BD - SEL 2.19% - 885.38 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9JPM TR I MLT SC INC - SEL - 632.905 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue05872
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue110065
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue23096
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue32176
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue46285
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue58381
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue63230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue75805
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue88151
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue96405
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue103847
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue112999
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue123606
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1310544
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue143359
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1510370
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue166216
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue177015
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue189784
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue193253
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue202621
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue212535
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue222941
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue232251
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue246325
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue259676
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV06618
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV19947
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV23967
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV33175
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV45928
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV59761
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV63257
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV79505
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV89601
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV96629
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV106481
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV113520
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV123442
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1310628
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV143304
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1512691
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV166221
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV176567
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV189095
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV193120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV202724
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV214539
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV222780
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV233332
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV246687
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2511497
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SPDR S&P 500 ETF TRUST - 47 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1THORNBURG VALUE FUND FD CL I - 286.328 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2JPM REALTY INCOME FD - INSTL - 354.19 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES S&P MIDCAP 400 INDEX FUND - 32 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES MSCI EAFE INDEX FUND - 108 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARTISAN INTL VALUE FUND - INV - 349.605 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ARBITRAGE FUNDS - I CL I - 246.737 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JPM EQU INCOME FD - SEL- 931.844 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM LARGE CAP GROWTH FD - SEL - 383.276 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM INTREPID AMERICA FD - SEL - 257.126 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM MARKET EXPANSION INDEX FD - SEL - 594.576 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTL VALUE FD - SEL - 281.797 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM EM MKTS EQU FD - SEL - 150.456 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM ASIA EQU FD - SEL- 337.705 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14VANGUARD MSCI EMERGING MARKETS ETF - 76 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPM US LRGE CAP CORE PLUS FD - SEL - 561.796 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16POWERSHARES DB COMMODITY INDEX TRACKING FUND - 216 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17HARTFORD CAPITAL APPRECIATION FUND - 195.449 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18T. ROWE PRICE OVERSEAS STOCK FUND - 1111.818 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19EATON VANCE MUT FDS TR GLOBAL MACRO - I - 313.298 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20GATEWAY FUND - Y - 100.73 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21SPDR GOLD TRUST - 28 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 154.383 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23MATTHEWS PACIFIC TIGER INSTL FUND - 147.676 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24JPM TR I MIDCAP CORE - SEL - 369.451 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25JPMORGAN TAX AWARE EQU FUND - 585.694 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount06555
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount010231
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount07
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount016793
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA016793
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm09868
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0727
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm02181
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss02908
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps05902
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses07798
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0160177
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss07
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss010231
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome014163
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm021
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome016430
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses016793
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0727
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03093
IRS990PF/BalanceSheets/CapitalStockBOY0282130
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IRS990PF/BalanceSheets/CashBOY037
IRS990PF/BalanceSheets/CashEOY08
IRS990PF/BalanceSheets/CashEOYFMV08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1POWERSHARES DB COMMODITY TRACKING INDEX FD- ST CAP LOSS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2POWERSHARES DB COMMODITY TRACKING INDEX FD- LT CAP LOSS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3POWERSHARES DB COMMODITY TRACKING INDEX FD- SEC 1256 CAP LOSS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4POWERSHARES BASIS ADJUSTMENT ON 92 SOLD SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5CAPITAL GAINS DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-7
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-5
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss432
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1835
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases020
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0282130
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0289948
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj014733
IRS990PF/DistributableAmount/DistributableAmountBeforeDed014733
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IRS990PF/DistributableAmount/TotalTax0283
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0304888
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances015300
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0289588
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04573
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn015016
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0300315
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0304888
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation02908
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JPMORGAN CHASE BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3038
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets012688
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.042248
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.090670
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.013059
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.023014
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0300315
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10312009
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20299402
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30294215
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0142
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions06629
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1028290
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear203910
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear306771
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.126743
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions06629
IRS990PF/QualifyingDistributions/ExpensesAndContributions06629
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions06629
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02149652903
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ROSS AVE FL 5
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DALLAS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode075201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0AZ
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
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05902
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GRANT: SUPPORT OF MASSACHUSETTS GENERAL HOSPITAL NEUROSURGERY DEPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10PARTNERS HEALTHCARE MASSACHUSETTS GENERAL HOSPITAL - DEPT OF NEUROSURGERY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10800 BOYLSTON STREET STE 1150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002199
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05902
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0727
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear105902
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted014733
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions06629
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY014006
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear05902
OtherIncreasesSchedule/OtherIncreases/Amount020
OtherIncreasesSchedule/OtherIncreases/Description0NONDIVIDEND DISTRIBUTIONS/RETURN OF CAPITAL
TaxesSchedule/Taxes/Amount065
TaxesSchedule/Taxes/Amount1120
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category1EXCISE TAX PAID - PRIOR YEAR
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome065
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0866214733
ReturnHeader/Filer/Name/BusinessNameLine10LONA ATKINSON CHARITABLE TRUST R80200000
ReturnHeader/Filer/NameControl0ATKI
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNAPO BOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-08-09
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-04-01
ReturnHeader/TaxPeriodEndDate02012-03-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-14T10:00:34-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$289,948
Liabilities
$0
Net assets
$289,948
Revenue
-
Expenses
$8,995
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.19$0.19$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.04$0.19$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.15$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.18$0.21$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.20$0.20$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.17$0.19$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.13$0.19$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.22$0.17$0.05
2016Summary only. Only limited summary data is available for this year.$2.75$0.00$0.12$0.18$0.07
2015Summary only. Only limited summary data is available for this year.$2.82$0.00$0.21$0.18$0.02
2014Summary only. Only limited summary data is available for this year.$2.80$0.00$0.17$0.18$0.00
2013Summary only. Only limited summary data is available for this year.$2.81$0.00$0.09$0.18$0.09
2012Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.09
2011Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.32