Civic Intelligence

Albert and Ernest Frederickson Charitable Foundation

990PF • Fiscal year 2021 • EIN 20-0349489

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 20, 2022

Organization Profile
C/O Carl Axness Trustee PO Box 43Blair, WI 54616

(608) 989-2277

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

85th percentile

55%

Higher net margin than 85% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$5,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

48th percentile

6.4%

Faster asset growth than 48% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

132%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,197,956

Up $131,843 (+6.4%) from 2020

Net Assets

Up

$2,197,956

Up $131,843 (+6.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin85th percentile

Revenue

Up

$208,580

Up $118,524 (+132%) from 2020

Expenses

Down

$93,828

Down $5,558 (-5.6%) from 2020

Net Income

Up

$114,752

Up $124,082 (+1330%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $3,825Liabilities 2011: $02011Assets 2012: $3,646Liabilities 2012: $02012Assets 2013: $3,710Liabilities 2013: $0Net Assets 2013: $3,7102013Assets 2014: $6,689Liabilities 2014: $02014Assets 2015: $1,751,037Liabilities 2015: $02015Assets 2019: $1,994,416Liabilities 2019: $02019Assets 2020: $2,066,113Liabilities 2020: $0Net Assets 2020: $2,066,1132020Assets 2021: $2,197,956Liabilities 2021: $0Net Assets 2021: $2,197,9562021Assets 2022: $1,868,470Liabilities 2022: $12022Assets 2023: $2,005,508Liabilities 2023: $12023

Highlighted filing

2021

Assets$2,197,956
Liabilities$0
Net Assets$2,197,956
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $3,286Expenses 2011: $3,165Net Income 2011: $1212011Revenue 2012: $2,986Expenses 2012: $3,165Net Income 2012: -$1792012Revenue 2013: $3,239Expenses 2013: $3,175Net Income 2013: $642013Revenue 2014: $5,979Expenses 2014: $3,000Net Income 2014: $2,9792014Revenue 2015: $1,831,197Expenses 2015: $20,934Net Income 2015: $1,810,2632015Revenue 2019: $106,179Expenses 2019: $87,800Net Income 2019: $18,3792019Revenue 2020: $90,056Expenses 2020: $99,386Net Income 2020: -$9,3302020Revenue 2021: $208,580Expenses 2021: $93,828Net Income 2021: $114,7522021Revenue 2022: $77,849Expenses 2022: $96,982Net Income 2022: -$19,1332022Revenue 2023: $157,354Expenses 2023: $20,316Net Income 2023: $137,0382023

Highlighted filing

2021

Revenue$208,580
Expenses$93,828
Net Income$114,752
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 20, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL AXNESSTrustee-$5,000-$5,000
TRAVIS ARMITAGETrustee-$500-$500
JEFF AXNESSTrustee-$500-$500
LUCY AXNESSTrustee-$500-$500
Filing and Contact Details

Filer

Filer Name
The Albert and Ernest Frederickson
EIN
20-0349489
Phone
6089892277
Address
C/O CARL AXNESS TRUSTEE PO BOX 43, BLAIR, WI 54616

Signing Officer

Name
Carl Axness
Title
Trustee
Phone
6089892471
Signed
2022-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Kostner Koslo & Brovold LLC
Address
108 W MAIN ST, ARCADIA, WI 54612
Preparer
Carol a Wineski
Phone
6083233351
Raw XML Appendix353 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/AccountingFeesDetail/Amt0500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02020-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22018-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32021-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt82021-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt92019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt102019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt112020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0STIFEL ANCHOR MODEL-ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1STIFEL ANCHOR MODEL LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2STIFEL ATALANTA SUMMARY LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3STIFEL CONFLUENCE MODEL ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4STIFEL CONFLUENCE MODEL LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5STIFEL CROSSMARK MANAGED ACCOUNT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6STIFEL EATON MODEL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7STIFEL EATON MODEL ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8MADISON MANAGED ACCOUNT ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9STIFEL MADISON MANAGED ACCOUNT LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10STIFEL MADISON MANAGED ACCOUNT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11STIFEL-ATALANTA SUMMARY ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt05776
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt127143
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt268649
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt32479
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt411656
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt540000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt6115102
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt787608
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt877568
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt9111839
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt10107616
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt06096
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt138715
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2124824
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt32506
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt421719
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt540000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt6162163
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt7101382
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt878359
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt9117815
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1012094
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt11118363
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt9PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt10PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt11PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt12PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt13PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt14PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt15PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt16PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt17PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt18PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt19PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt20PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt21PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt22PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02021-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12021-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22021-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32021-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42021-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52021-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62021-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72021-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82021-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92021-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102021-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112021-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0320
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt111572
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt256175
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt327
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt410063
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt547061
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt613774
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7791
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt85976
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt912094
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1010747
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0STIFEL-MADISON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0591466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01242367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STIFEL
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0324382
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt018547
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0775
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt099
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0168600
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt020559
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt039205
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0169375
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0208580
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt099
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt068750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt068750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018547
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019322
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0114752
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0824135
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020559
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020559
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0525
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0168699
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt039205
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017553
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt068750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt093828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt039205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0208580
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt099
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0114752
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt017091
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02197956
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02066113
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02197956
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0545
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0545
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0545
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0551
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt048520
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt039741
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0479111
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0591466
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01070153
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01242367
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02066113
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02197956
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02066113
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02197956
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02066113
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02197956
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02066113
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02197956
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0468329
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0324382
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CARL AXNESS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TRAVIS ARMITAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEFF AXNESS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LUCY AXNESS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0815 OLSON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1106 BIRCH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2W5688 STONEHILL ROAD N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3815 OLSON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LACROSSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd054616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd154616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd254601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd354616
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt068750
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt068750
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02021-11-30
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt068750
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0275500
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt076750
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt065000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt065000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt068750
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0275500
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt076750
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt065000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt065000
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CARL AXNESS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0815 OLSON ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BLAIR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054616
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06089892277
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0BLAIR TAYLOR SCHOOL DISTRICT SCHOLARSHIPS FOR THE CHILDREN IN THE BLAIR TAYLOR SCHOOL DISTRICT
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt068750
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt068750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BLAIR TAYLOR SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0N31024 ELLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BLAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054616
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt068750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt068750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt068750
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt068750
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0525
OtherIncreasesSchedule/OtherIncreasesDetail/Amt017091
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN FMV
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04179
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12009
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21329
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt34327
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt43155
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt52554
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ACCOUNT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ACCOUNT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3ACCOUNT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4ACCOUNT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt5ACCOUNT MANAGEMENT FEES
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL AXNESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06089892471
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALBERT AND ERNEST FREDERICKSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0200349489
ReturnHeader/Filer/PhoneNum06089892277
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O CARL AXNESS TRUSTEE PO BOX 43
ReturnHeader/Filer/USAddress/CityNm0BLAIR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054616
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201290320
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOSTNER KOSLO & BROVOLD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0108 W MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARCADIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054612
ReturnHeader/PreparerPersonGrp/PhoneNum06083233351
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL A WINESKI
ReturnHeader/ReturnTs02023-02-13T08:57:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AXNESS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,197,956
Liabilities
$0
Net assets
$2,197,956
Revenue
$208,580
Expenses
$93,828
Net income
$114,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.01$0.00$0.16$0.02$0.14
2022Summary only. Only limited summary data is available for this year.$1.87$0.00$0.08$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.21$0.09$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.09$0.10$0.01
2019Summary only. Only limited summary data is available for this year.$1.99$0.00$0.11$0.09$0.02
2015Summary only. Only limited summary data is available for this year.$1.75$0.00$1.83$0.02$1.81
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00