Civic Intelligence

Jane E Zipperer Revocable C/O Linda Sanborn

990PF • Fiscal year 2011 • EIN 20-2931798

Jun 01, 2010 to May 31, 2011 • Filed on Nov 15, 2011

Organization Profile
C/O MI Tr CO Na PO Box 297753201
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$444,833

Flat from 2011

Net Assets

Flat

$444,833

Flat from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$28,670

Flat 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.

$600K$400K$200K$0Assets 2011: $444,833Liabilities 2011: $0Net Assets 2011: $444,8332011Assets 2011: $444,833Liabilities 2011: $0Net Assets 2011: $444,8332011Assets 2012: $430,271Liabilities 2012: $02012Assets 2013: $434,382Liabilities 2013: $02013Assets 2014: $448,131Liabilities 2014: $02014Assets 2015: $441,434Liabilities 2015: $0Net Assets 2015: $441,4342015Assets 2016: $456,556Liabilities 2016: $0Net Assets 2016: $456,5562016Assets 2017: $457,329Liabilities 2017: $0Net Assets 2017: $457,3292017Assets 2019: $449,500Liabilities 2019: $0Net Assets 2019: $449,5002019Assets 2020: $438,296Liabilities 2020: $0Net Assets 2020: $438,2962020Assets 2021: $457,329Liabilities 2021: $0Net Assets 2021: $457,3292021Assets 2022: $494,328Liabilities 2022: $0Net Assets 2022: $494,3282022Assets 2023: $471,553Liabilities 2023: $0Net Assets 2023: $471,5532023Assets 2024: $442,402Liabilities 2024: $0Net Assets 2024: $442,4022024Assets 2025: $433,328Liabilities 2025: $0Net Assets 2025: $433,3282025

Highlighted filing

2011

Assets$444,833
Liabilities$0
Net Assets$444,833
Open 2011 Filing

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $28,6702011Expenses 2011: $28,6702011Revenue 2012: $16,764Expenses 2012: $30,746Net Income 2012: -$13,9822012Revenue 2013: $32,695Expenses 2013: $28,582Net Income 2013: $4,1132013Revenue 2014: $45,288Expenses 2014: $31,538Net Income 2014: $13,7502014Revenue 2015: $26,179Expenses 2015: $32,876Net Income 2015: -$6,6972015Revenue 2016: $51,308Expenses 2016: $36,186Net Income 2016: $15,1222016Revenue 2017: $30,483Expenses 2017: $29,710Net Income 2017: $7732017Revenue 2019: $34,572Expenses 2019: $38,701Net Income 2019: -$4,1292019Revenue 2020: $21,985Expenses 2020: $33,189Net Income 2020: -$11,2042020Revenue 2021: $52,554Expenses 2021: $33,521Net Income 2021: $19,0332021Revenue 2022: $71,634Expenses 2022: $34,635Net Income 2022: $36,9992022Revenue 2023: $11,223Expenses 2023: $34,100Net Income 2023: -$22,8772023Revenue 2024: $780Expenses 2024: $29,933Net Income 2024: -$29,1532024Revenue 2025: $25,270Expenses 2025: $34,343Net Income 2025: -$9,0732025

Highlighted filing

2011

Revenue-
Expenses$28,670
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2010 to May 31, 2011
Signed
Nov 15, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Agent-$5,629-$5,629
LILLIAN BRENTTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHEDRELIGIOUS/SCHOLARSHIPN/ANA, WI, US$22,109
Filing and Contact Details

Filer

EIN
20-2931798
Raw XML Appendix288 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
GeneralExplanationAttachment/GeneralExplanation/Explanation0THE JANE E ZIPPERER FOUNDATION PROVIDES FOR 1/2 OF THE TRUST INCOME TO BE USED TO PROVIDE COLLEGE SCHOLARSHIPS FOR DESERVING YOUTH WHO ARE MEMBERS OF THE FIRST CONGREGATIONAL CHURCH. APPLICATIONS SHOULD BE SENT TO : MARSHALL & ILSLEY TRUST CO N.A. 500 THIRD ST WAUSAU WI 54402 ATTN: COLLEEN GOSTISHA THIS IS AN AMENDED RETURN. THERE WAS NO TAX CHANGE. THE TAX DUE OF $227 WAS PAID WITH THE ORIGINAL RETURN, TIMELY E-FILED 10/13/11.
GeneralExplanationAttachment/GeneralExplanation/Identifier0PART XV, LINE 2 (A, B, C, D)
IRS990PF/AmendedReturn0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount014704
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount017879
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA017879
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm03175
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm05629
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss05629
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps022109
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss022109
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice066025
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss03175
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome011359
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0800
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome017879
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses017879
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss06561
IRS990PF/BalanceSheets/CapitalStockBOY0455625
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IRS990PF/BalanceSheets/CashBOY0597
IRS990PF/BalanceSheets/CashEOY03446
IRS990PF/BalanceSheets/CashEOYFMV03446
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0441385
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/BalanceSheets/TotalAssetsEOY0444833
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0455625
IRS990PF/BalanceSheets/TotalNetAssetsEOY0444833
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome03175
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis062850
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-05-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-05-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SEE ATTACHED SCHEDULE-LT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1SEE ATTACHED SCHEDULE-LT CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss02150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11025
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses02150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11025
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice065000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11025
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-10791
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0444834
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0455625
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0444833
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted023806
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj023806
IRS990PF/DistributableAmount/DistributableAmountBeforeDed023806
IRS990PF/DistributableAmount/MinimumInvestmentReturn024033
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0227
IRS990PF/DistributableAmount/TotalTax0227
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0227
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0227
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0227
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0227
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0501020
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0487986
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0487986
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable07320
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn024033
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0480666
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0487986
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10MARSHALL & ILSLEY TRUST CO NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation15629
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LILLIAN BRENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1AGENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104237 CHICAGO AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 2977
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CONOVER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MILW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode054519
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode153201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct024906
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets024792
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051579
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.047136
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.074221
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.042339
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.046810
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.047391
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0480666
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10443820
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20425017
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30638233
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40549388
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50523386
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0114
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1020920
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2031545
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3027022
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4025717
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5024804
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.257897
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions022109
IRS990PF/QualifyingDistributions/ExpensesAndContributions022109
IRS990PF/QualifyingDistributions/QualifyingDistributions022109
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10M&I TRUST CO NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04148153602
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10500 THIRD ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WAUSAU
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0544020209
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RelyingCurrNoticeDisasterAsst20X
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SEE ATTACHED ADDITIONAL INFORMATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0SEE ATTACHED ADDITIONAL INFORMATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName1NA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07158474606
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber17158474606
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0SEE ATTACHED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City1NA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode054402
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode154402
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0SEE ATTACHED ADDITIONAL INFORMATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards1SEE ATTACHED ADDITIONAL INFORMATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0SEE ATTACHED ADDITIONAL INFORMATION
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount022109
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0RELIGIOUS/SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053201
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear022109
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear06
IRS990PF/UndistributedIncome/AppliedToYear1022103
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted023806
IRS990PF/UndistributedIncome/QualifyingDistributions022109
IRS990PF/UndistributedIncome/UndistributedIncomeCY023800
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear022103
OtherDecreasesSchedule/OtherDecreases/Amount01
OtherDecreasesSchedule/OtherDecreases/Description0TIMING DIFFERENCES
OtherIncomeSchedule2/OtherIncome/Description0EXCISE TAX REFUND
TaxesSchedule/Taxes/Amount091
TaxesSchedule/Taxes/Amount141
TaxesSchedule/Taxes/Category0FTP
TaxesSchedule/Taxes/Category1FED EXCISE TAX
TaxesSchedule/Taxes/Category2FED EST'S PAID
TaxesSchedule/Taxes/NetInvestmentIncome091
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0202931798
ReturnHeader/Filer/Name/BusinessNameLine10ZIPPERER JANE E REVOCABLE TRUST
ReturnHeader/Filer/NameControl0ZIPP
ReturnHeader/Filer/Phone04148153602
ReturnHeader/Filer/USAddress/AddressLine10C/O MI TR CO NA PO BOX 2977
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-11-15
ReturnHeader/Officer/Name0BETH SCHROEDER VP
ReturnHeader/Officer/Phone04148153602
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02011-11-16
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10M & I TRUST CO NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053224
ReturnHeader/Preparer/Name0BETH SCHROEDER EA
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-06-01
ReturnHeader/TaxPeriodEndDate02011-05-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-11-16T09:59:02-08:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$444,833
Liabilities
$0
Net assets
$444,833
Revenue
-
Expenses
$28,670
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.25$0.34$0.09
2024Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.01$0.30$0.29
2023Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.11$0.34$0.23
2022Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.72$0.35$0.37
2021Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.53$0.34$0.19
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.22$0.33$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.35$0.39$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.30$0.30$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.51$0.36$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.26$0.33$0.07
2014Summary only. Only limited summary data is available for this year.$4.48$0.00$0.45$0.32$0.14
2013Summary only. Only limited summary data is available for this year.$4.34$0.00$0.33$0.29$0.04
2012Summary only. Only limited summary data is available for this year.$4.30$0.00$0.17$0.31$0.14
2011Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.29
2011Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.29