Civic Intelligence

Fanny Pung Charitable Foundation

990PF • Fiscal year 2013 • EIN 20-7158943

Jul 01, 2012 to Jun 30, 2013 • Filed on Jul 22, 2013

Organization Profile
C/O Bmo Harris Bank Na PO Box 298053201
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

53rd percentile

$15,206

Higher top officer pay than 53% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

27th percentile

-2.6%

Faster asset growth than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,517,852

Down $41,171 (-2.6%) from 2012

Net Assets

$1,517,852

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$99,155

Down $2,641 (-2.6%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,561,641Liabilities 2011: $0Net Assets 2011: $1,561,6412011Assets 2012: $1,559,023Liabilities 2012: $02012Assets 2013: $1,517,852Liabilities 2013: $0Net Assets 2013: $1,517,8522013Assets 2014: $1,799,821Liabilities 2014: $02014Assets 2015: $1,773,872Liabilities 2015: $02015Assets 2016: $1,648,432Liabilities 2016: $02016Assets 2019: $1,672,672Liabilities 2019: $0Net Assets 2019: $1,672,6722019Assets 2020: $1,628,790Liabilities 2020: $0Net Assets 2020: $1,628,7902020Assets 2021: $1,796,015Liabilities 2021: $0Net Assets 2021: $1,796,0152021Assets 2022: $1,827,856Liabilities 2022: $0Net Assets 2022: $1,827,8562022Assets 2023: $1,724,255Liabilities 2023: $0Net Assets 2023: $1,724,2552023Assets 2024: $1,725,578Liabilities 2024: $0Net Assets 2024: $1,725,5782024Assets 2025: $1,781,728Liabilities 2025: $0Net Assets 2025: $1,781,7282025

Highlighted filing

2013

Assets$1,517,852
Liabilities$0
Net Assets$1,517,852
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $91,4962011Revenue 2012: $99,006Expenses 2012: $101,796Net Income 2012: -$2,7902012Expenses 2013: $99,1552013Revenue 2014: $391,027Expenses 2014: $102,654Net Income 2014: $288,3732014Revenue 2015: $87,882Expenses 2015: $113,694Net Income 2015: -$25,8122015Revenue 2016: -$18,864Expenses 2016: $106,131Net Income 2016: -$124,9952016Revenue 2019: $118,108Expenses 2019: $109,652Net Income 2019: $8,4562019Revenue 2020: $60,208Expenses 2020: $105,674Net Income 2020: -$45,4662020Revenue 2021: $275,035Expenses 2021: $107,440Net Income 2021: $167,5952021Revenue 2022: $158,017Expenses 2022: $125,750Net Income 2022: $32,2672022Revenue 2023: $16,806Expenses 2023: $119,107Net Income 2023: -$102,3012023Revenue 2024: $108,145Expenses 2024: $106,190Net Income 2024: $1,9552024Revenue 2025: $167,137Expenses 2025: $110,866Net Income 2025: $56,2712025

Highlighted filing

2013

Revenue-
Expenses$99,155
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jul 22, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$15,206-$15,206
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSALVATION ARMYCHARITABLEN/AMILWAUKEE, WI, US$16,250
Paid GrantMILWAUKEE RESCUE MISSIONCHARITABLEN/AMILWAUKEE, WI, US$16,250
Paid GrantCAUSE OF BISHOP BARAGACHARITABLEN/AMARQUETTE, MI, US$16,250
Paid GrantAMERICAN RED CROSSCHARITABLEN/AMILWAUKEE, WI, US$16,250
Paid GrantST VINCENT DEPAUL SOCIETY OF MILWAUKEECHARITABLEN/AWEST ALLIS, WI, US$16,250
Filing and Contact Details

Filer

EIN
20-7158943
Raw XML Appendix339 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/Amount0800
AccountingFeesSchedule/AccountingFees/Category0BMO Harris Bank NA Tax prep
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0800
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis07290
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02007-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02013-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice09395
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice118274
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0166 SHS TIME WARNER INC COM NEW
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1LONG TERM CAP GAIN DIV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet02105
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet118274
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01504378
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01806728
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SEE ATTACHED SCHEDULE
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount037456
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount020379
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount057835
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA057835
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0800
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm020379
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm015206
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss015206
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss081250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm037456
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss037456
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-41320
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice027669
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss020379
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome042144
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0485
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps082050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm015691
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss099155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome057835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses057835
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm015691
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss017905
IRS990PF/BalanceSheets/CapitalStockBOY01559023
IRS990PF/BalanceSheets/CapitalStockEOY01517852
IRS990PF/BalanceSheets/CashBOY054070
IRS990PF/BalanceSheets/CashEOY07069
IRS990PF/BalanceSheets/CashEOYFMV07069
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01503574
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01504378
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01806728
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY01379
IRS990PF/BalanceSheets/OtherAssetsEOY06405
IRS990PF/BalanceSheets/OtherAssetsEOYFMV06405
IRS990PF/BalanceSheets/TotalAssetsBOY01559023
IRS990PF/BalanceSheets/TotalAssetsEOY01517852
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01820202
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01559023
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01517852
IRS990PF/BalanceSheets/TotalNetAssetsBOY01559023
IRS990PF/BalanceSheets/TotalNetAssetsEOY01517852
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome020379
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis07290
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02007-04-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-03-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0166 SHS TIME WARNER INC COM NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1LONG TERM CAP GAIN DIV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss02105
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss118274
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses02105
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice09395
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice118274
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-41320
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0149
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01517852
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01559023
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01517852
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted087387
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj087387
IRS990PF/DistributableAmount/DistributableAmountBeforeDed087387
IRS990PF/DistributableAmount/MinimumInvestmentReturn087808
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0421
IRS990PF/DistributableAmount/TotalTax0421
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0419
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0840
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0421
IRS990PF/ExciseTaxBasedOnInvestmentIncm/OriginalReturnOverpayment0-840
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0419
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0421
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0421
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0840
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01820202
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01782913
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01782913
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable026744
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn087808
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01756169
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01782913
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation015206
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10111 E KILBOURN AVE STE 200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053202
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct079363
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets078942
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.044951
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.051096
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.044868
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.050423
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.059138
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.019228
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01756169
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101673722
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201700529
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2076299
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions081629
IRS990PF/QualifyingDistributions/ExpensesAndContributions082050
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0421
IRS990PF/QualifyingDistributions/QualifyingDistributions082050
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04142878845
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053202
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NOT APPLICABLE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0BMO HARRIS BANK NA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName1BMO HARRIS BANK NA
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine11111 E KILBOURN AVE
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City1MILWAUKEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode053202
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode153202
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0ALL NET INCOME IS PAID TO SIX DIFFERENT CHARITABLE ORGANIZATIONS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards1LISTED IN THE FANNY PUNG CHARITABLE TRUST DOCUMENT.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NOT APPLICABLE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount016250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount116250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount216250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount316250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount416250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MILWAUKEE RESCUE MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CAUSE OF BISHOP BARAGA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13AMERICAN RED CROSS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14ST VINCENT DEPAUL SOCIETY OF MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1011315 W WATERTOWN PLANK RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11830 N 19TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12347 ROCK ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine132600 W WISCONSIN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141322 S 117TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MARQUETTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4WEST ALLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053226
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153233
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode249855
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode453227
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear081250
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/AppliedToCurrentYear0801
IRS990PF/UndistributedIncome/AppliedToYear1081249
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted087387
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01
IRS990PF/UndistributedIncome/ExcessFromYear301
IRS990PF/UndistributedIncome/QualifyingDistributions082050
IRS990PF/UndistributedIncome/TotalCorpus01
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01
IRS990PF/UndistributedIncome/UndistributedIncomeCY086586
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear081249
OtherAssetsSchedule/OtherAssets/BOYBookValue01379
OtherAssetsSchedule/OtherAssets/BOYBookValue11379
OtherAssetsSchedule/OtherAssets/BOYBookValue21379
OtherAssetsSchedule/OtherAssets/Description0ACCRUED INCOME
OtherAssetsSchedule/OtherAssets/Description1ACCRUED INCOME
OtherAssetsSchedule/OtherAssets/Description2ACCRUED INCOME
OtherAssetsSchedule/OtherAssets/EOYBookValue06405
OtherAssetsSchedule/OtherAssets/EOYBookValue16405
OtherAssetsSchedule/OtherAssets/EOYBookValue26405
OtherAssetsSchedule/OtherAssets/EOYFMV06405
OtherAssetsSchedule/OtherAssets/EOYFMV16405
OtherAssetsSchedule/OtherAssets/EOYFMV26405
OtherIncreasesSchedule/OtherIncreases/Amount0148
OtherIncreasesSchedule/OtherIncreases/Amount11
OtherIncreasesSchedule/OtherIncreases/Description0CHANGE IN ACCRUALS
OtherIncreasesSchedule/OtherIncreases/Description1ROUNDING
TaxesSchedule/Taxes/Amount0485
TaxesSchedule/Taxes/Amount1840
TaxesSchedule/Taxes/Amount2574
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category1ESTIMATED TAX PMT
TaxesSchedule/Taxes/Category2EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome0485
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0207158943
ReturnHeader/Filer/Name/BusinessNameLine10FANNY PUNG CHARITABLE TRUST
ReturnHeader/Filer/NameControl0FANN
ReturnHeader/Filer/Phone04142877137
ReturnHeader/Filer/USAddress/AddressLine10C/O BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02013-07-22
ReturnHeader/Officer/Name0MICHELLE M WILLMS
ReturnHeader/Officer/Phone04142877137
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-07-22
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BMO HARRIS BANK NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10111 E KILBOURN AVE STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053202
ReturnHeader/Preparer/Name0MICHELLE WILLMS EA
ReturnHeader/Preparer/Phone04142877134
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-22T13:21:47-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,517,852
Liabilities
$0
Net assets
$1,517,852
Revenue
-
Expenses
$99,155
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.17$0.11$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.11$0.11$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.02$0.12$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.16$0.13$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.28$0.11$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.06$0.11$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.12$0.11$0.01
2016Summary only. Only limited summary data is available for this year.$1.65$0.00$0.02$0.11$0.12
2015Summary only. Only limited summary data is available for this year.$1.77$0.00$0.09$0.11$0.03
2014Summary only. Only limited summary data is available for this year.$1.80$0.00$0.39$0.10$0.29
2013Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10
2012Summary only. Only limited summary data is available for this year.$1.56$0.00$0.10$0.10$0.00
2011Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.09