Mae E Demmer Charitable Trust

990PF • Fiscal year 2016 • EIN 31-1576907

Jan 01, 2016 to Dec 31, 2016 • Filed on May 13, 2017

Organization Profile

FOLEY 777 E WISCONSIN AVE Suite 350Milwaukee, WI 53202-5306

(414) 297-5786

Siviq Scores

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

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

-285%

Higher net margin than 3% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

$50,000

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

-12%

Faster asset growth than 7% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

-41%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets17th percentile

Assets

Down

$6,146,387

Down $872,922 (-12%) from 2015

Net Assets

Down

$6,146,387

Down $872,922 (-12%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue16th percentile Net Margin3rd percentile

Revenue

Down

$305,433

Down $209,498 (-41%) from 2015

Expenses

Down

$1,176,148

Down $234,808 (-17%) from 2015

Net Income

-$870,715

Up $25,310 (+2.8%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

Highlighted filing

2016

Assets$6,146,387

Liabilities$0

Net Assets$6,146,387

Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

Highlighted filing

2016

Revenue$305,433

Expenses$1,176,148

Net Income-$870,715

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: May 13, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay34th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WAYNE R LUEDERS	Trustee	-	$50,000	-	$50,000
RICHARD GOISMAN	Trustee	-	$50,000	-	$50,000
ROBERT L HANLEY	Trustee	-	$50,000	-	$50,000

Filing and Contact Details

Filer

Filer Name: Mae E Demmer Charitable Trust
EIN: 31-1576907
In Care Of: % WAYNE R LUEDERS
Phone: 4142975786
Address: FOLEY 777 E WISCONSIN AVE Suite 350, MILWAUKEE, WI 53202-5306

Signing Officer

Name: Wayne R Lueders
Title: Trustee
Phone: 4142975786
Signed: 2017-05-13
Discuss with paid preparer: Yes

Preparer

Firm: Foley & Lardner Llp
Address: 777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer: Wayne R Lueders
Phone: 4142712400

Raw XML Appendix343 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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	130635
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	173424
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	545
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt	0	829
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	304604
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	829
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	305433
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	173424
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	105000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	45000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	150000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	907566
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	907566
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	130635
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	130635
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-870715
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	2300611
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	545
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	545
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	60914
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	60914
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	173424
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	205936
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	22
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	22
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	829
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	50626
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	50626
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	3020
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	7020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	1073480
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	98668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	1176148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	304604
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	305433
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	165914
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	98668
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	268582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	149886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	1977301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-41651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	170619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	44456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-41651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	170619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	108235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	2147920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	SEE ATTACHED SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	SEE ATTACHED SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	173424
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-41651
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-870715
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	2207
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	6148594
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	7019309
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	6146387
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	350038
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	350038
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	350038
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	352097
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	2059
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	2059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	1941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	4000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	2059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	1941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	2059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	2059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	4000
IRS990PF/FMVAssetsEOYAmt	0	6826473
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt	0	2642
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt	0	1337
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	2642
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	2642
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	7019309
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	6146387
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	1247
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	894
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	894
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	1380642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	708042
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	706822
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	5438315
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	5269244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	5950550
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	197768
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	165565
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	165565
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	7019309
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	6146387
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	6826473
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	7019309
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	6146387
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	7019309
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	6146387
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	7149171
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	486460
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	6662711
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	107238
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	352097
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	7041933
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	7149171
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	50000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	50000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	50000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	WAYNE R LUEDERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	RICHARD GOISMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	ROBERT L HANLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	FOLEY 777 E WISCONSIN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	2715 E NEWBERRY BOULEVARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	4515 N FREDERICK AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	WHITEFISH BAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	532025306
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	53211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	53211
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	505456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	507515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	1293687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	114546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	222737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	448657
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	553135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.071778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.151638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.015826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.033642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.071835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.085949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	2059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	7041933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	8531407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	7238048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	6620876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	6245622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	6435590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	1073480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.35889
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	1071421
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	1073480
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	2059
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	1073480
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	11a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	EXCISE TAX REFUND.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	777 E WISCONSIN AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	532025306
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	WAYNE R LUEDERS
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4142975786
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	DONATIONS TO TAX EXEMPT CHARITABLE ORGANIZATIONS AS REPORTED IN PART XV.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	907566
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	CHARITY MUST SUBMIT PROPOSAL TO TRUSTEES FOR APPROVAL. COMPLETION OF WISCONSIN COMMON GRANT APPLICATION; PURPOSE, GOALS, AND ACHIEVEMENTS OF APPLICANTS, BUDGET INFORMATION, EVIDENCE OF EXEMPT STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	FOLEY LARDNER LLP - WAYNE LUEDERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	4142712400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	777 E WISCONSIN AVE SUITE 3500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	532025306
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	THE RECIPIENT MUST BE A PUBLIC CHARITY AS DESCRIBED IN SECTION 509(A)(1), (2) OR (3) OF THE INTERNAL REVENUE CODE OF 1986 AS AMENDED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	VARIES. DEADLINES SET BY TRUSTEES AT EACH TRUSTEE MEETING.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	907566
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	53202
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	907566
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	350038
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	350038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	875047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	852664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	584693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	254657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	180195
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	180195
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	3290503
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	723442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	875047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	852664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	584693
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	254657
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1073480
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	723442
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	3470698
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2747256
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	FOLEY & LARDNER LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	60914
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	60914
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	2207
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	BOOK TO TAX COST ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	22
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	22
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	829
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	50626
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	50626
TaxesSchedule/TaxesDetail/Amt	0	3020
TaxesSchedule/TaxesDetail/Amt	1	4000
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	3020
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	WAYNE R LUEDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4142975786
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MAE E DEMMER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	MAEE
ReturnHeader/Filer/EIN	0	311576907
ReturnHeader/Filer/InCareOfNm	0	% WAYNE R LUEDERS
ReturnHeader/Filer/PhoneNum	0	4142975786
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	FOLEY 777 E WISCONSIN AVE Suite 350
ReturnHeader/Filer/USAddress/CityNm	0	MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	532025306
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	96AC9681D068BB5EA74B03085E9CF43663CCFE08
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	96AC9681D068BB5EA74B03085E9CF43663CCFE08
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	39556220171355000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2017-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	151.153.1.1
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	532025306
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4142712400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WAYNE R LUEDERS
ReturnHeader/ReturnTs	0	2017-05-15T10:14:07-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $6,146,387
Liabilities: $0
Net assets: $6,146,387
Revenue: $305,433
Expenses: $1,176,148
Net income: -$870,715

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.06	$0.35	$0.29
2021Detailed filing. Detailed filing data is available for this year.	$3.88	$0.00	$3.88	$0.12	$0.90	$0.78
2020Detailed filing. Detailed filing data is available for this year.	$4.66	$0.00	$4.66	$0.15	$0.62	$0.47
2019Detailed filing. Detailed filing data is available for this year.	$5.13	$0.00	$5.13	$0.15	$0.61	$0.46
2018Detailed filing. Detailed filing data is available for this year.	$5.59	$0.00	$5.59	$0.15	$0.78	$0.64
2017Detailed filing. Detailed filing data is available for this year.	$6.23	$0.00	$6.23	$0.87	$0.79	$0.08
2016Detailed filing. Detailed filing data is available for this year.	$6.15	$0.00	$6.15	$0.31	$1.18	$0.87
2015Detailed filing. Detailed filing data is available for this year.	$7.02	$0.00	$7.02	$0.51	$1.41	$0.90
2010Detailed filing. Detailed filing data is available for this year.	$6.25	$0.00	$6.25		$0.54