Civic Intelligence

Charles Lee Powell Foundation

EIN 23-7064397 • LA Jolla, CA

View Organization Page

7742 Herschel Avenue Ste ALA Jolla, CA 92037
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.07x

Higher debt load relative to assets than 40% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.59x

Higher debt load relative to revenue than 67% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

24th percentile

$129,000

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

41st percentile

3.2%

Faster asset growth than 41% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$59,106,886

Up $1,823,160 (+3.2%) from 2023

Liabilities

Up

$4,356,864

Up $96,570 (+2.3%) from 2023

Net Assets

Up

$54,750,022

Up $1,726,590 (+3.3%) from 2023

Operations
Liabilities / Revenue67th percentileNet Margin87th percentile

Revenue

Up

$7,397,400

Up $7,738,872 (+2266%) from 2023

Expenses

Down

$3,653,286

Down $46,838 (-1.3%) from 2023

Net Income

Up

$3,744,114

Up $7,785,710 (+193%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2014: $53,855,666Liabilities 2014: $2,922,230Net Assets 2014: $50,933,4362014Assets 2015: $49,857,581Liabilities 2015: $3,126,509Net Assets 2015: $46,731,0722015Assets 2016: $50,783,965Liabilities 2016: $4,150,520Net Assets 2016: $46,633,4452016Assets 2017: $57,503,940Liabilities 2017: $4,382,835Net Assets 2017: $53,121,1052017Assets 2018: $50,252,838Liabilities 2018: $4,214,090Net Assets 2018: $46,038,7482018Assets 2019: $58,456,574Liabilities 2019: $4,324,535Net Assets 2019: $54,132,0392019Assets 2020: $64,879,450Liabilities 2020: $4,422,871Net Assets 2020: $60,456,5792020Assets 2021: $69,039,834Liabilities 2021: $4,509,651Net Assets 2021: $64,530,1832021Assets 2022: $52,581,116Liabilities 2022: $4,264,010Net Assets 2022: $48,317,1062022Assets 2023: $57,283,726Liabilities 2023: $4,260,294Net Assets 2023: $53,023,4322023Assets 2024: $59,106,886Liabilities 2024: $4,356,864Net Assets 2024: $54,750,0222024

Highlighted filing

2024

Assets$59,106,886
Liabilities$4,356,864
Net Assets$54,750,022
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2014: $5,440,559Expenses 2014: $3,204,952Net Income 2014: $2,235,6072014Revenue 2015: $5,760,628Expenses 2015: $3,400,444Net Income 2015: $2,360,1842015Revenue 2016: $529,937Expenses 2016: $3,708,703Net Income 2016: -$3,178,7662016Revenue 2017: $3,433,661Expenses 2017: $3,854,137Net Income 2017: -$420,4762017Revenue 2018: $4,171,842Expenses 2018: $3,584,548Net Income 2018: $587,2942018Revenue 2019: $3,585,790Expenses 2019: $3,802,447Net Income 2019: -$216,6572019Revenue 2020: $3,681,557Expenses 2020: $3,806,263Net Income 2020: -$124,7062020Revenue 2021: $9,169,668Expenses 2021: $3,958,527Net Income 2021: $5,211,1412021Revenue 2022: $968,257Expenses 2022: $3,459,426Net Income 2022: -$2,491,1692022Revenue 2023: -$341,472Expenses 2023: $3,700,124Net Income 2023: -$4,041,5962023Revenue 2024: $7,397,400Expenses 2024: $3,653,286Net Income 2024: $3,744,1142024

Highlighted filing

2024

Revenue$7,397,400
Expenses$3,653,286
Net Income$3,744,114
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$59,106,886
Liabilities
$4,356,864
Net assets
$54,750,022
Revenue
$7,397,400
Expenses
$3,653,286
Net income
$3,744,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.1$4.36$54.8$7.40$3.65$3.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.3$4.26$53.0$0.34$3.70$4.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.6$4.26$48.3$0.97$3.46$2.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.0$4.51$64.5$9.17$3.96$5.21
2020Detailed filing. Detailed filing data is available for this year.$64.9$4.42$60.5$3.68$3.81$0.12
2019Detailed filing. Detailed filing data is available for this year.$58.5$4.32$54.1$3.59$3.80$0.22
2018Detailed filing. Detailed filing data is available for this year.$50.3$4.21$46.0$4.17$3.58$0.59
2017Detailed filing. Detailed filing data is available for this year.$57.5$4.38$53.1$3.43$3.85$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.8$4.15$46.6$0.53$3.71$3.18
2015Detailed filing. Detailed filing data is available for this year.$49.9$3.13$46.7$5.76$3.40$2.36
2014Detailed filing. Detailed filing data is available for this year.$53.9$2.92$50.9$5.44$3.20$2.24
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joel O HollidayPresident / CEOPT$136,000-$136,000
Mary F BerglundDirector-$27,500$8,550$36,050
Charles W Rees JrDirector-$25,800-$25,800
William J HollidayDirector-$25,250-$25,250
William M LowDirector-$24,750-$24,750
Filing and Contact Details

Filer

Filer Name
Charles Lee Powell Foundation
EIN
23-7064397
Phone
8584593699
Address
7742 HERSCHEL AVENUE STE A, LA JOLLA, CA 92037

Signing Officer

Name
Joel O Holliday
Title
President
Signed
2021-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Jenkins Bowler Llp
Address
626 S LAKE AVE, PASADENA, CA 91106
Preparer
Patrick J Bowler
Phone
6267922179
Raw XML AppendixShowing 400 of 454 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt031000
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt012400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt018600
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01075259
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02600955
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt037
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt05306
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03681557
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03681557
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt012400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt018600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt031000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02600955
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0143580
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt095720
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0239300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02775000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02775000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0987
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt02469
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01075259
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01075259
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-124706
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021269114
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01816
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01210
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03026
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02600955
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03019305
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt015322
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt010215
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt025537
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt024127
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt016085
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt040211
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt013278
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08852
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022131
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01140
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0485019
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0486159
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt017455
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt010409
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt026023
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt08499
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt015062
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0155174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03012757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0662252
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03806263
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03681557
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03681557
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0237757
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0662252
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01031263
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt093
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016821608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11846551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02610006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-9051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02610006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-9051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019431614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11837500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02600955
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-9051
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-124706
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06449246
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt060456579
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt054132039
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt060456579
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02754451
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02754451
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02754451
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02796419
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt041968
IRS990PF/DistributableAmountGrp/TotalTaxAmt041968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt027500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt024200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt041968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt041968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt041968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt051700
IRS990PF/FMVAssetsEOYAmt064879450
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt046854
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt048034
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt015286984
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt015974220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt015974220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt042541539
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt048611678
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt048611678
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt04033503
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt04033503
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt035010
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt043718
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt011177
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt08708
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt08708
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt054132039
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt038279
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt046900
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt046900
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0244178
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0341334
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0440
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0442
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0442
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0578155
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0237502
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0237502
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt058456574
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt064879450
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04324535
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt058456574
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt054132039
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LA JOLLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0HS Management Partners LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1WCM Investment Managers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt070575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt155748
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Invest. Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Invest. Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0598 Madison Ave 14th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1803 West Michigan Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010022
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt329.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt125800
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William J Holliday
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Charles W Rees Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2William M Low
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Joel O Holliday
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Mary F Berglund
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3President / CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt063085
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt038959
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1445300

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