Civic Intelligence

John J Conroy Charitable Trust XXXXX3009

990PF • Fiscal year 2012 • EIN 86-6230188

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

35th percentile

0.00x

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

2012 filings • $500k-$1M 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

87th percentile

$8,926

Higher top officer pay than 87% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

38th percentile

-1.7%

Faster asset growth than 38% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$756,254

Down $13,254 (-1.7%) from 2011

Net Assets

Down

$756,254

Down $13,254 (-1.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$54,998

Up $9,147 (+20%) 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.

$800K$600K$400K$200K$0Assets 2011: $769,508Liabilities 2011: $0Net Assets 2011: $769,5082011Assets 2012: $756,254Liabilities 2012: $0Net Assets 2012: $756,2542012Assets 2013: $745,429Liabilities 2013: $02013Assets 2014: $733,743Liabilities 2014: $02014Assets 2015: $731,743Liabilities 2015: $02015Assets 2016: $710,138Liabilities 2016: $02016Assets 2018: $702,134Liabilities 2018: $0Net Assets 2018: $702,1342018Assets 2019: $689,016Liabilities 2019: $0Net Assets 2019: $689,0162019Assets 2020: $698,326Liabilities 2020: $0Net Assets 2020: $698,3262020Assets 2021: $713,691Liabilities 2021: $0Net Assets 2021: $713,6912021Assets 2022: $706,574Liabilities 2022: $0Net Assets 2022: $706,5742022Assets 2023: $689,416Liabilities 2023: $0Net Assets 2023: $689,4162023Assets 2024: $668,343Liabilities 2024: $0Net Assets 2024: $668,3432024Assets 2025: $661,889Liabilities 2025: $0Net Assets 2025: $661,8892025

Highlighted filing

2012

Assets$756,254
Liabilities$0
Net Assets$756,254

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $45,8512011Expenses 2012: $54,9982012Revenue 2013: $28,724Expenses 2013: $39,551Net Income 2013: -$10,8272013Revenue 2014: $35,834Expenses 2014: $47,149Net Income 2014: -$11,3152014Revenue 2015: $47,422Expenses 2015: $49,415Net Income 2015: -$1,9932015Revenue 2016: $27,882Expenses 2016: $49,485Net Income 2016: -$21,6032016Revenue 2018: $56,458Expenses 2018: $45,159Net Income 2018: $11,2992018Revenue 2019: $38,319Expenses 2019: $51,414Net Income 2019: -$13,0952019Revenue 2020: $59,564Expenses 2020: $50,230Net Income 2020: $9,3342020Revenue 2021: $67,286Expenses 2021: $51,802Net Income 2021: $15,4842021Revenue 2022: $46,738Expenses 2022: $53,776Net Income 2022: -$7,0382022Revenue 2023: $38,584Expenses 2023: $55,743Net Income 2023: -$17,1592023Revenue 2024: $32,508Expenses 2024: $50,060Net Income 2024: -$17,5522024Revenue 2025: $44,028Expenses 2025: $51,253Net Income 2025: -$7,2252025

Highlighted filing

2012

Revenue-
Expenses$54,998
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-$8,926-$8,926
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN HEART ASSOCIATION- PHOENIXPROGRAM SUPPORTPUBLICTEMPE, AZ, US$43,548
Filing and Contact Details

Filer

EIN
86-6230188
Raw XML Appendix392 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
AccountingFeesSchedule/AccountingFees/Amount0825
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0825
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue07868
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue124359
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue231153
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue3115644
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue443642
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue515065
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue614496
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue722598
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue822622
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue917457
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV08230
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV125315
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV232803
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV3119898
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV442675
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV516095
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV615885
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV722497
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV822836
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV917578
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BLACKROCK HIGH YIELD BOND - 1064.68 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE FLOATING RATE I - 2812.79 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL FUND 3580 6.18% - 4157.59 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL FUND 3133 0.79% - 10929.62 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4RIDGEWORTH FDS SEIX FLRT HI I - 4833 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 1120.07 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM STR INC OPP FD FUND 3844 3.39% - 1375.3 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JPM INTL CURRENCY INCOME FD 1.02% - 2024.91 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8JPM TR I INFL MANAGED BD - SEL 2.19% - 2136.18 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9JPM TR I MLT SC INC - SEL 3.91% - 1725 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue023811
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue18267
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue25916
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue316992
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue421089
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue58798
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue624110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue77782
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue821629
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue916684
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1016017
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue119354
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue129555
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1327808
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue148967
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1515092
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1626091
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue178845
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1826047
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue197078
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue204165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2122598
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue226161
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2317107
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2422891
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV026599
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV110288
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV28632
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV316028
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV426134
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV58879
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV625226
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV79284
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV825466
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV917913
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1020497
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV119080
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV129121
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1328884
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV148694
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1525041
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1624253
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV178478
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1826293
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV197355
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV207458
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2123140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV228857
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2318086
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2436523
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0THORNBURG VALUE FUND FD CL I - 765.65 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1JPM REALTY INCOME FD - INSTL FUND 1372 - 918.584 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ISHARES S&P MIDCAP 400 INDEX FUND - 87 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES MSCI EAFE INDEX FUND - 292 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ARTISAN INTL VALUE FUND - INV - 936.026 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARBITRAGE FUNDS - I CL I - 672.622 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6JPM US 3 FD - SEL FUND 1224 - 2232.38 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JPM 3 INCOME FD - SEL FUND 3128 - 910.175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 1016.59 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM INTREPID VALUE FD - SEL FUND 1136 - 715.362 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 1880.44 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTL VALUE FD - SEL FUND 1296 - 727.003 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM EM MKTS 3 FD - SEL FUND 1235 - 398.632 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM ASIA 3 FD - SEL FUND 1134 - 917.811 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14VANGUARD MSCI EMERGING MARKETS ETF - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15HARTFORD CAPITAL APPRECIATION FUND - 745.267 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16T. ROWE PRICE OVERSEAS STOCK FUND - 2964.89 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17EATON VANCE MUT FDS TR GLOBAL MACRO - I - 851.228 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18VICTORY PORTFOLIOS DIVRS STK CL I - 1607.16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19GATEWAY FUND - Y - 272.022 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20SPDR GOLD TRUST - 46 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21PIMCO COMMODITIES PLUS STRATEGY - 2082.77 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22MATTHEWS PACIFIC TIGER INSTL FUND - 392.604 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23JPM TR I MIDCAP CORE - SEL - 999.241 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24JPMORGAN TAX AWARE 3 FUND - 1860.55 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount018618
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount023049
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount041685
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA041685
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0825
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0825
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm023049
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps02232
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm06694
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss08926
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps043548
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss043548
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm018618
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss018618
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-13313
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0375607
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss018
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss023049
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome034817
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0174
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01699
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps046605
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm06868
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss054998
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome041685
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses041685
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps03057
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm06868
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss011450
IRS990PF/BalanceSheets/CapitalStockBOY0769508
IRS990PF/BalanceSheets/CapitalStockEOY0756254
IRS990PF/BalanceSheets/CashBOY0246
IRS990PF/BalanceSheets/CashEOY099
IRS990PF/BalanceSheets/CashEOYFMV099
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0329898
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0314904
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0323812
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0371280
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0382854
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0436209
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY068084
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY058397
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV058397
IRS990PF/BalanceSheets/TotalAssetsBOY0769508
IRS990PF/BalanceSheets/TotalAssetsEOY0756254
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0818517
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0769508
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0756254
IRS990PF/BalanceSheets/TotalNetAssetsBOY0769508
IRS990PF/BalanceSheets/TotalNetAssetsEOY0756254
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome023049
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0352558
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss020554
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12495
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses020554
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12495
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0373112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12495
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-13313
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases059
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0756254
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0769508
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0756254
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted039970
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj039970
IRS990PF/DistributableAmount/DistributableAmountBeforeDed039970
IRS990PF/DistributableAmount/MinimumInvestmentReturn040318
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0348
IRS990PF/DistributableAmount/TotalTax0348
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0412
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0760
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0348
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0412
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0348
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0348
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0760
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0818517
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0818645
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances036708
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0781937
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable012280
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn040318
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0806365
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0818645
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation08926
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
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct039678
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets039330
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.048775
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.047261
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.049667
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.055156
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.047002
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.044787
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0806365
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10822538
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20785632
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30790122
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40960220
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50921828
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0348
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions046605
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1038874
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2039020
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3043580
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4045132
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5041286
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.243873
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions046257
IRS990PF/QualifyingDistributions/ExpensesAndContributions046605
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0348
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions046605
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JPMORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02149652903
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ROSS AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DALLAS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0752012787
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/Amount043548
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AMERICAN HEART ASSOCIATION- PHOENIX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102929 SOUTH 48TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0TEMPE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode085282
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear043548
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/AppliedToCurrentYear09268
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1037337
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted039970
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions046605
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY030702
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear037337
OtherIncreasesSchedule/OtherIncreases/Amount058
OtherIncreasesSchedule/OtherIncreases/Amount11
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF CAPITAL ADJUSTMENT
OtherIncreasesSchedule/OtherIncreases/Description1ADJUSTMENT - MISC
TaxesSchedule/Taxes/Amount0760
TaxesSchedule/Taxes/Amount1765
TaxesSchedule/Taxes/Amount2174
TaxesSchedule/Taxes/Category0EST EXCISE TAX - CURRENT YEAR
TaxesSchedule/Taxes/Category1EXCISE TAX - PRIOR YEAR
TaxesSchedule/Taxes/Category2FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome2174
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0866230188
ReturnHeader/Filer/Name/BusinessNameLine10JOHN J CONROY CHARITABLE TRUST R80253009
ReturnHeader/Filer/NameControl0CONR
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10C/O JPMORGAN CHASE BANKNAPOBOX 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/Timestamp02012-07-16T13:15:28-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.44$0.51$0.07
2024Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.33$0.50$0.18
2023Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.39$0.56$0.17
2022Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.47$0.54$0.07
2021Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.67$0.52$0.15
2020Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.60$0.50$0.09
2019Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.38$0.51$0.13
2018Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.56$0.45$0.11
2016Summary only. Only limited summary data is available for this year.$7.10$0.00$0.28$0.49$0.22
2015Summary only. Only limited summary data is available for this year.$7.32$0.00$0.47$0.49$0.02
2014Summary only. Only limited summary data is available for this year.$7.34$0.00$0.36$0.47$0.11
2013Summary only. Only limited summary data is available for this year.$7.45$0.00$0.29$0.40$0.11
2012Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.55
2011Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.46
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $500k-$1M nonprofits