Civic Intelligence

John F Grundhofer Charitable Fdn Tr

EIN 27-2440735 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$50,921

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

98th percentile

245%

Faster asset growth than 98% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

11939%

Faster revenue growth than 100% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,482,371

Up $6,025,989 (+245%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,482,371

Up $6,025,989 (+245%) from 2023

Revenue

Up

$6,380,050

Up $6,327,057 (+11939%) from 2023

Expenses

Up

$354,050

Up $10,400 (+3.0%) from 2023

Net Income

Up

$6,026,000

Up $6,316,657 (+2173%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2019: $3,365,631Liabilities 2019: $0Net Assets 2019: $3,365,6312019Assets 2020: $2,708,828Liabilities 2020: $0Net Assets 2020: $2,708,8282020Assets 2021: $3,101,124Liabilities 2021: $0Net Assets 2021: $3,101,1242021Assets 2022: $2,747,034Liabilities 2022: $0Net Assets 2022: $2,747,0342022Assets 2023: $2,456,382Liabilities 2023: $0Net Assets 2023: $2,456,3822023Assets 2024: $8,482,371Liabilities 2024: $0Net Assets 2024: $8,482,3712024

Highlighted filing

2024

Assets$8,482,371
Liabilities$0
Net Assets$8,482,371

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $1,176,642Expenses 2019: $923,667Net Income 2019: $252,9752019Revenue 2020: $65,987Expenses 2020: $722,788Net Income 2020: -$656,8012020Revenue 2021: $787,867Expenses 2021: $493,908Net Income 2021: $293,9592021Revenue 2022: $3,688Expenses 2022: $407,509Net Income 2022: -$403,8212022Revenue 2023: $52,993Expenses 2023: $343,650Net Income 2023: -$290,6572023Revenue 2024: $6,380,050Expenses 2024: $354,050Net Income 2024: $6,026,0002024

Highlighted filing

2024

Revenue$6,380,050
Expenses$354,050
Net Income$6,026,000

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S BANK N ACo-Trustee-$50,921-$50,921
PATRICIA GRUNDHOFERCo-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
John F Grundhofer Charitable Fdn Tr
EIN
27-2440735
Phone
6514668710
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Corp. Trustee
Phone
6514668710
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11131272
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13149558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14158098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1568780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0464287440 ISHARES 7 10 YEAR TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1921937819 VANGUARD INTERMEDIAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt246432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt378462F103 SPDR S P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt446434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5024524217 AMERICAN BEACON STEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt603463K406 ANGEL OAK MULTI STRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt704314H568 ARTISAN HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287200 ISHARES CORE S P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9464287473 ISHARES RUSSELL MIDC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464287499 ISHARES RUSSELL MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12464288877 ISHARES MSCI EAFE VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1372369L107 PIONEER ILS INTERVAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1474925K367 ABBEY CAPITAL FUTURE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15808524847 SCHWAB US REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1692647K309 VICTORY TRIVALENT IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0153282
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1588798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2338890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3253894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt484109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt585089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6127361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71664787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8127271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9211630
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10127273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11127292
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12101941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13148668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14150579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1564001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0158461
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0654899
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01443
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0814803
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0814803
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0654899
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05092
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt045829
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt050921
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0300000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0300000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05565247
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0158300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0158461
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06026000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01608474
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0654899
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0767614
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01443
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01443
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01199
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01629
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0306592
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt047028
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0354050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0814642
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06380050
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06592
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt047028
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt054050
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt251911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt351911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392022-12-07

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