Civic Intelligence

John C and Ann Leone Koester Charitable Trust

990PF • Fiscal year 2012 • EIN 38-3150475

Jan 01, 2012 to Dec 31, 2012 • Filed on May 08, 2013

Organization Profile
PO Box 18048734-0180
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

28th percentile

-9.2%

Faster asset growth than 28% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$71,588

Down $7,226 (-9.2%) from 2011

Net Assets

Down

$71,588

Down $7,226 (-9.2%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$17,168

Down $4,319 (-20%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$150K$100K$50K$0Assets 2010: $95,165Liabilities 2010: $0Net Assets 2010: $95,1652010Assets 2011: $78,814Liabilities 2011: $0Net Assets 2011: $78,8142011Assets 2012: $71,588Liabilities 2012: $0Net Assets 2012: $71,5882012Assets 2013: $63,581Liabilities 2013: $0Net Assets 2013: $63,5812013Assets 2014: $109,146Liabilities 2014: $0Net Assets 2014: $109,1462014Assets 2015: $89,146Liabilities 2015: $0Net Assets 2015: $89,1462015Assets 2016: $78,482Liabilities 2016: $0Net Assets 2016: $78,4822016Assets 2017: $79,527Liabilities 2017: $0Net Assets 2017: $79,5272017Assets 2018: $62,854Liabilities 2018: $0Net Assets 2018: $65,5152018Assets 2019: $42,581Liabilities 2019: $0Net Assets 2019: $42,5812019Assets 2020: $31,125Liabilities 2020: $0Net Assets 2020: $31,1252020Assets 2021: $34,821Liabilities 2021: $13Net Assets 2021: $34,8082021Assets 2022: $43,886Liabilities 2022: $0Net Assets 2022: $43,8862022Assets 2023: $35,845Liabilities 2023: $0Net Assets 2023: $35,8452023Assets 2024: $31,720Liabilities 2024: $0Net Assets 2024: $31,7202024

Highlighted filing

2012

Assets$71,588
Liabilities$0
Net Assets$71,588
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $23,5952010Expenses 2011: $21,4872011Expenses 2012: $17,1682012Revenue 2013: $4,771Expenses 2013: $12,765Net Income 2013: -$7,9942013Revenue 2014: $53,657Expenses 2014: $8,044Net Income 2014: $45,6132014Revenue 2015: $4,441Expenses 2015: $24,449Net Income 2015: -$20,0082015Revenue 2016: $8,612Expenses 2016: $19,281Net Income 2016: -$10,6692016Revenue 2017: $7,604Expenses 2017: $6,613Net Income 2017: $9912017Revenue 2018: $23,309Expenses 2018: $37,321Net Income 2018: -$14,0122018Revenue 2019: $2,692Expenses 2019: $25,626Net Income 2019: -$22,9342019Revenue 2020: $11,928Expenses 2020: $23,322Net Income 2020: -$11,3942020Revenue 2021: $6,564Expenses 2021: $2,881Net Income 2021: $3,6832021Revenue 2022: $26,118Expenses 2022: $17,033Net Income 2022: $9,0852022Revenue 2023: $0Expenses 2023: $8,041Net Income 2023: -$8,0412023Revenue 2024: $0Expenses 2024: $4,125Net Income 2024: -$4,1252024

Highlighted filing

2012

Revenue-
Expenses$17,168
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 8, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C KOESTERTrustee-$0--
ANN LEONE KOESTERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST LUKES CH & SCHGEN'L FD & IMPROVEMENTSPAIDVASSAR, MI, US$5,000
Paid GrantST LUKES CH & SCHSPEC. GIFTS-WELS STUDENTSPAIDVASSAR, MI, US$2,000
Paid GrantWISCONSIN LUTH SEMINARYGEN'L FD & IMPROVEMENTSPAIDMEQUON, WI, US$2,000
Paid GrantMI LUTH SEMINARY FOUNDGEN'L FD & IMPROVEMENTSPAIDSAGINAW, MI, US$2,000
Paid GrantST LUKES CH & SCHDAILY DEVOTION-MEDITATIONPAIDVASSAR, MI, US$1,360
Paid GrantRISEN SAVIOR CHURCHGEN'L FD & IMPROVEMENTSPAIDNAVARRE, FL, US$1,000
Filing and Contact Details

Filer

EIN
38-3150475
Raw XML Appendix395 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/AccountingFees/Amount0390
AccountingFeesSchedule/AccountingFees/Category0ALLEN M. BIERLEIN, CPA
CompensationExplanation/Compensation/PersonName0JOHN C KOESTER
CompensationExplanation/Compensation/PersonName1ANN LEONE KOESTER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis034
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1189
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis210000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis329
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis4311
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis515
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis6103
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis761
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis851
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis928
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis10957
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22007-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32008-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42008-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired62009-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired72010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired82011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired92009-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired102006-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold62012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold72012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold82012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold92012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold102012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice036
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1210
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice210028
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice330
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice4422
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice518
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice6113
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice762
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice850
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice943
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice101000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired8PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired9PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired10PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name01.955 BLACKROCK GLOBAL ALLOCATION FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name111.464 BLACKROCK GLOBAL ALLOCATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2547.658 BLACKROCK GLOBAL ALLOCATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name31.629 BLACKROCK GLOBAL ALLOCATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name423.042 BLACKROCK GLOBAL ALLOCATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name51.004 BLACKROCK GLOBAL ALLOCATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name66.175 BLACKROCK GLOBAL ALLOCATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name73.411 BLACKROCK GLOBAL ALLOCATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name82.708 BLACKROCK GLOBAL ALLOCATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name9.6245 DUKE ENERGY CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1064.274 LOOMIS SAYLES STRATEGIC INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet121
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet228
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet31
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet4111
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet53
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet610
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet71
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet8-1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet915
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1043
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue071018
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV089831
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0UBS FINANCIAL SERVICES INC
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount04124
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount093
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0234
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount08
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount04225
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0234
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA04459
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0390
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome04132
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm093
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps015610
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss015610
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm04124
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm04124
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss04124
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-12709
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice012105
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss01
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0180
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0327
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome03237
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0941
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0941
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm046
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome04132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps015610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0988
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss017168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome04225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses04459
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0988
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01558
IRS990PF/BalanceSheets/CapitalStockBOY078814
IRS990PF/BalanceSheets/CapitalStockEOY071588
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY075828
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY071018
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV089831
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY02986
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0570
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0570
IRS990PF/BalanceSheets/TotalAssetsBOY078814
IRS990PF/BalanceSheets/TotalAssetsEOY071588
IRS990PF/BalanceSheets/TotalAssetsEOYFMV090401
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY078814
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY071588
IRS990PF/BalanceSheets/TotalNetAssetsBOY078814
IRS990PF/BalanceSheets/TotalNetAssetsEOY071588
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome093
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-12709
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases05483
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal071588
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY078814
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY071588
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted04561
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj04561
IRS990PF/DistributableAmount/DistributableAmountBeforeDed04561
IRS990PF/DistributableAmount/MinimumInvestmentReturn04593
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome032
IRS990PF/DistributableAmount/TotalTax032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue032
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY090401
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets093250
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01778
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities091472
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01399
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn04593
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets091851
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets093250
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN C KOESTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ANN LEONE KOESTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 180
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 180
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0FRANKENMUTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1FRANKENMUTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode048734
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode148734
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct014937
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets014905
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.162278
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.199319
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.194438
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.178215
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.031817
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.207601
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets091851
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1099890
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20112648
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30127879
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40152432
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50182562
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome032
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions015610
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1019910
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2021903
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3022790
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear404850
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5037900
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.811390
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions015578
IRS990PF/QualifyingDistributions/ExpensesAndContributions015610
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm032
IRS990PF/QualifyingDistributions/QualifyingDistributions015610
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ANN LEONE KOESTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09896526207
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10151 S MAIN STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine20151 S MAIN STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0FRANKENMUTH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode048734
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0ALL APPLICATIONS MUST BE IN WRITING.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JOHN C ANN LEONE KOESTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09896526207
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 180
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0FRANKENMUTH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0487340180
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21360
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GEN'L FD & IMPROVEMENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SPEC. GIFTS-WELS STUDENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2DAILY DEVOTION-MEDITATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GEN'L FD & IMPROVEMENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GEN'L FD & IMPROVEMENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GEN'L FD & IMPROVEMENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST LUKES CH & SCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ST LUKES CH & SCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ST LUKES CH & SCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13WISCONSIN LUTH SEMINARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14MI LUTH SEMINARY FOUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15RISEN SAVIOR CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PAID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PAID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PAID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PAID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PAID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PAID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10916 W HURON AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11916 W HURON AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12916 W HURON AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1311831 N SEMINARY DR 65W
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142777 HARDIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine159664 NAVARRE PARKWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0VASSAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1VASSAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2VASSAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MEQUON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SAGINAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5NAVARRE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode048768
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode148768
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode248768
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353092
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode448602
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode532566
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013360
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear04561
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04561
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1014995
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2016345
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3016416
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5028840
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5028840
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear058805
IRS990PF/UndistributedIncome/ExcessFromCurrentYear011049
IRS990PF/UndistributedIncome/ExcessFromYear1014995
IRS990PF/UndistributedIncome/ExcessFromYear2016345
IRS990PF/UndistributedIncome/ExcessFromYear3016416
IRS990PF/UndistributedIncome/QualifyingDistributions015610
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus011049
IRS990PF/UndistributedIncome/TotalCorpus087645
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover076596
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount0180
LegalFeesSchedule/LegalFees/Category0THOMAS A. JAFFKE, ATTORNEY
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0941
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0941
OtherIncreasesSchedule/OtherIncreases/Amount05483
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN IN ASSETS
TaxesSchedule/Taxes/Amount040
TaxesSchedule/Taxes/Amount16
TaxesSchedule/Taxes/Category02011 EX TAX ON INV. INCOME
TaxesSchedule/Taxes/Category1FOREIGN TAXES
TaxesSchedule/Taxes/NetInvestmentIncome040
TaxesSchedule/Taxes/NetInvestmentIncome16
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0383150475
ReturnHeader/Filer/Name/BusinessNameLine10JOHN & ANN L KOESTER CHARITABLE TR
ReturnHeader/Filer/NameControl0JOHN
ReturnHeader/Filer/Phone09896526207
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 180
ReturnHeader/Filer/USAddress/City0FRANKENMUTH
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0487340180
ReturnHeader/Officer/DateSigned02013-05-08
ReturnHeader/Officer/Name0ANN LEONE KOESTER
ReturnHeader/Officer/Phone09896526207
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-05-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ALLEN M BIERLEIN CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10721 WASHINGTON AVE STE 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BAY CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0487085728
ReturnHeader/Preparer/Name0ALLEN M BIERLEIN CPA
ReturnHeader/Preparer/Phone09898930300
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-11T10:28:12-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,588
Liabilities
$0
Net assets
$71,588
Revenue
-
Expenses
$17,168
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.00$0.04$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.00$0.08$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$0.26$0.17$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.07$0.03$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.12$0.23$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.03$0.26$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.66$0.23$0.37$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.08$0.07$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.09$0.19$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.04$0.24$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.54$0.08$0.46
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.05$0.13$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.17
2011Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.21
2010Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.24