Civic Intelligence

The Ralph and Dorothy Reese Foundation

EIN 23-7931814 • Milwaukee, WI

Refreshing map…

700 West Virginia Street Suite 500Milwaukee, WI 53204
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

13th percentile

-80%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$3,500

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 112.4% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-5.5%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

87%

Faster revenue growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$43,323

Down $2,532 (-5.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$43,323

Down $2,532 (-5.5%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin13th percentile

Revenue

Up

$3,114

Up $1,445 (+87%) from 2023

Expenses

Up

$5,593

Up $1,074 (+24%) from 2023

Net Income

Up

-$2,479

Up $371 (+13%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$150K$100K$50K$0Assets 2010: $102,595Liabilities 2010: $0Net Assets 2010: $102,5952010Assets 2018: $67,603Liabilities 2018: $0Net Assets 2018: $67,6032018Assets 2019: $68,209Liabilities 2019: $0Net Assets 2019: $68,2092019Assets 2020: $66,023Liabilities 2020: $0Net Assets 2020: $66,0232020Assets 2021: $56,320Liabilities 2021: $0Net Assets 2021: $56,3202021Assets 2022: $45,201Liabilities 2022: $0Net Assets 2022: $45,2012022Assets 2023: $45,855Liabilities 2023: $0Net Assets 2023: $45,8552023Assets 2024: $43,323Liabilities 2024: $0Net Assets 2024: $43,3232024

Highlighted filing

2024

Assets$43,323
Liabilities$0
Net Assets$43,323
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$40K$20K$0-$20KExpenses 2010: $17,6732010Revenue 2018: $7,010Expenses 2018: $24,745Net Income 2018: -$17,7352018Revenue 2019: $4,225Expenses 2019: $3,929Net Income 2019: $2962019Revenue 2020: $1,998Expenses 2020: $4,022Net Income 2020: -$2,0242020Revenue 2021: $9,414Expenses 2021: $19,843Net Income 2021: -$10,4292021Revenue 2022: $2,788Expenses 2022: $13,590Net Income 2022: -$10,8022022Revenue 2023: $1,669Expenses 2023: $4,519Net Income 2023: -$2,8502023Revenue 2024: $3,114Expenses 2024: $5,593Net Income 2024: -$2,4792024

Highlighted filing

2024

Revenue$3,114
Expenses$5,593
Net Income-$2,479
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,323
Liabilities
$0
Net assets
$43,323
Revenue
$3,114
Expenses
$5,593
Net income
-$2,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.03$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.02$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.03$0.14$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.09$0.20$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.02$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.04$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.07$0.25$0.18
2010Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAPITAL FIRST TRUST COMPANYTrustee-$3,500-$3,500
Filing and Contact Details

Filer

Filer Name
The Ralph and Dorothy Reese Foundation
EIN
23-7931814
Phone
8005212359
Address
700 WEST VIRGINIA STREET SUITE 500, MILWAUKEE, WI 53204

Signing Officer

Name
Chris Foregger
Title
President
Phone
8005212359
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVENUE SOUTH, ISELIN, NJ 08830
Preparer
Heather G Hawes
Phone
7327679100
Raw XML Appendix363 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/Amt01239
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt142324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt155106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt161414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt83421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt92484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt102950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt122141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt132209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt142439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt155096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt161484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PIMCO INTL BOND FUND US DOLLAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1PRINCIPAL FDS INC GB REST SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2LAUDUS GROWTH INVEST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MFS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4PRUDENTIAL INVT PTFLOS INC 1PR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5UNDISCOVERED MANAGERS BEHAVIOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ISHARES RUS 1000 VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7WESTERN ASSET CORE PLUS FND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ROWE T PRICE NEW HORIZONS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9TCW EMERGING MARKETS INCOME FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JP MORGAN GOVERNMET BD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CARILLON SER TR EAGLE MID GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ROWE T PRICE INTL FDS EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COHEN STEER REAL ESTATE SEC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COLUMBIA DIVIDEND INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FLEMING CAP MUT FD GROUP JP MO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CEF ISHARES RUSSELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MORGAN STANLEY MSIF INT'L OPPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PIMCO INT'L BOND FUND US DOLLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BLACKROCK EMERGING MARKETS FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FIDELITY SECS FD BLUE CHIP GWT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MFS SER TR IX MIDCAP VALUE I (
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MF SERS TR X INITL VALUE I (MI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DIAMOND HILL FUNDS ALL CAP SEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JANUS INVT FD HENDERSON ENTR I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25AMERICAN FDS INCOME SER US GOV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PUTNAM FDS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27TRUST FOR PROFESSION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PRUDENTIAL INVT PORT
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01419
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01695
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03114
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03114
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01239
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01239
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01695
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01396
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01419
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2479
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011059
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01695
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02249
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0822
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0822
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04739
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0842
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05593
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03091
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03114
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04739
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0842
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05593
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01. PERSHING 1099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11. PERSHING 1099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01695
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2479
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt053
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt043376
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt045855
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt043323
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02423
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02423
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02423
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02454
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt031
IRS990PF/DistributableAmountGrp/TotalTaxAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt047287
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt045855
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt043323
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-1260
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-1240
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt039759
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt040461
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt045665
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07356
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02862
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02862
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt045855
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt043323
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt047287
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt045855
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt043323
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt045855
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt043323
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt049818
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02868
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt046950
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0747
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02454
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt049071
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt049818
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CAPITAL FIRST TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0234 WEST FLORIDA ST STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04739
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04739
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0234 WEST FLORIDA ST STE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CAPITAL FIRST TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum08005212359
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER REQUEST DESCRIBING FUNCTION, TAX STATUS, ADDRESS, PHONE NUMBER AND CONTACT INFORMATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CFTC ATTNKATHLEEN NAVARRE TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08005212359
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0234 West Florida St Ste 400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CONTRIBUTIONS GENERALLY PROVIDED TO ORGANIZATIONS WITH CHARITABLE OR EDUCATIONAL PURPOSES IN THE LOCAL REGION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEPTEMBER 30TH
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/AppliedToCurrentYearAmt02423
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02423
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09986
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028966
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02316
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09986
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04739
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02316
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028966
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026650
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt053
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT OF SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0822
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0822
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/Amt112
TaxesSchedule/TaxesDetail/Amt23
TaxesSchedule/TaxesDetail/Amt31
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt23
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS FOREGGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08005212359
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RALPH AND DOROTHY REESE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0REES
ReturnHeader/Filer/EIN0237931814
ReturnHeader/Filer/PhoneNum08005212359
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 WEST VIRGINIA STREET SUITE 500
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVENUE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER G HAWES
ReturnHeader/ReturnTs02025-10-29T11:01:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.