Civic Intelligence

Fanny Pung Charitable Foundation

990PF • Fiscal year 2011 • EIN 20-7158943

Jul 01, 2010 to Jun 30, 2011 • Filed on Oct 24, 2011

Organization Profile
C/O Marshall Ilsley Trust CO PO Box53201
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$14,550

Higher top officer pay than 80% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,561,641

No earlier filing loaded for comparison.

Net Assets

$1,561,641

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$91,496

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2011

Assets$1,561,641
Liabilities$0
Net Assets$1,561,641
Open 2011 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

2011

Revenue-
Expenses$91,496
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Oct 24, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$14,550-$14,550
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSALVATION ARMYCHARITABLEN/AMILWAUKEE, WI, US$15,313
Paid GrantMILWAUKEE RESCUE MISSIONCHARITABLEN/AMILWAUKEE, WI, US$15,313
Paid GrantCAUSE OF BISHOP BARAGACHARITABLEN/AMARQUETTE, MI, US$15,313
Paid GrantAMERICAN RED CROSSCHARITABLEN/AMILWAUKEE, WI, US$15,312
Paid GrantST VINCENT DEPAUL SOCIETY OF MILWAUKEECHARITABLEN/AWEST ALLIS, WI, US$15,312
Filing and Contact Details

Filer

EIN
20-7158943
Raw XML Appendix324 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.

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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01726425
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn085026
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode153202
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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
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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/TotGrantOrContriPaidDuringYear076563
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/AppliedToYear1076563
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted084762
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01
IRS990PF/UndistributedIncome/ExcessFromYear101
IRS990PF/UndistributedIncome/QualifyingDistributions076563
IRS990PF/UndistributedIncome/TotalCorpus01
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01
IRS990PF/UndistributedIncome/UndistributedIncomeCY084762
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear076563
OtherDecreasesSchedule/OtherDecreases/Amount086
OtherDecreasesSchedule/OtherDecreases/Description0DIFFERENCE IN ACCRUALS
OtherIncomeSchedule2/OtherIncome/Description0EXCISE TAX REFUND
OtherIncreasesSchedule/OtherIncreases/Amount03917
OtherIncreasesSchedule/OtherIncreases/Description0ADJUSTMENT FOR SALES POSTED PRIOR YEAR
TaxesSchedule/Taxes/Amount0338
TaxesSchedule/Taxes/Amount145
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category1ESTIMATED TAX PMT
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0207158943
ReturnHeader/Filer/Name/BusinessNameLine10FANNY PUNG CHARITABLE TRUST
ReturnHeader/Filer/NameControl0FANN
ReturnHeader/Filer/Phone04148153632
ReturnHeader/Filer/USAddress/AddressLine10C/O MARSHALL ILSLEY TRUST CO PO BOX
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-10-24
ReturnHeader/Officer/Name0MICHELLE M WILLMS
ReturnHeader/Officer/Phone04148153632
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02011-10-24
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/Name0MICHELLE WILLMS EA
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-10-24T08:51:45-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,561,641
Liabilities
$0
Net assets
$1,561,641
Revenue
-
Expenses
$91,496
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