Civic Intelligence

Paul Schultz & Ruth Schultz Foundation Inc.

990PF • Fiscal year 2010 • EIN 39-1890044

Sep 01, 2009 to Aug 31, 2010 • Filed on Jan 05, 2011

C/O Marshall Ilsley Trust CO PO Box53201
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

90th percentile

$2,377

Higher top officer pay than 90% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$265,742

No earlier filing loaded for comparison.

Net Assets

$265,742

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$17,896

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $265,742Liabilities 2010: $0Net Assets 2010: $265,7422010Assets 2011: $261,972Liabilities 2011: $02011Assets 2012: $251,563Liabilities 2012: $02012Assets 2013: $276,851Liabilities 2013: $02013Assets 2014: $315,105Liabilities 2014: $02014Assets 2015: $315,797Liabilities 2015: $02015Assets 2019: $322,149Liabilities 2019: $02019Assets 2020: $211,451Liabilities 2020: $1Net Assets 2020: $211,4512020Assets 2021: $5,262,988Liabilities 2021: $1Net Assets 2021: $5,262,9882021Assets 2022: $5,242,288Liabilities 2022: $1Net Assets 2022: $5,242,2882022Assets 2023: $5,131,701Liabilities 2023: $1Net Assets 2023: $5,131,7012023Assets 2024: $5,288,494Liabilities 2024: $0Net Assets 2024: $5,288,4942024Assets 2025: $5,448,677Liabilities 2025: $0Net Assets 2025: $5,448,6772025

Highlighted filing

2010

Assets$265,742
Liabilities$0
Net Assets$265,742

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $17,8962010Revenue 2011: $14,840Expenses 2011: $18,645Net Income 2011: -$3,8052011Revenue 2012: $866Expenses 2012: $10,922Net Income 2012: -$10,0562012Revenue 2013: $43,678Expenses 2013: $18,390Net Income 2013: $25,2882013Revenue 2014: $58,843Expenses 2014: $20,586Net Income 2014: $38,2572014Revenue 2015: $22,764Expenses 2015: $21,924Net Income 2015: $8402015Revenue 2019: $18,129Expenses 2019: $21,645Net Income 2019: -$3,5162019Revenue 2020: $28,343Expenses 2020: $139,237Net Income 2020: -$110,8942020Revenue 2021: $5,893,624Expenses 2021: $33,011Net Income 2021: $5,860,6132021Revenue 2022: $164,628Expenses 2022: $184,225Net Income 2022: -$19,5972022Revenue 2023: $235,411Expenses 2023: $339,777Net Income 2023: -$104,3662023Revenue 2024: $443,141Expenses 2024: $324,500Net Income 2024: $118,6412024Revenue 2025: $554,642Expenses 2025: $359,382Net Income 2025: $195,2602025

Highlighted filing

2010

Revenue-
Expenses$17,896
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2009 to Aug 31, 2010
Signed
Jan 5, 2011
Return Version
2009v1.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Asrq-$2,377-$2,377
CAROLIE KUEHNAsrq-$0--
RUTH SCHULTZAsrq-$0--
JOHN MICHLERAsrq-$0--
KARLA KIEFFERAsrq-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST MICHAEL CONGREGATIONRELIGIOUSN/AWAUSAU, WI, US$5,200
Paid GrantNEWMAN HIGH SCHOOLEDUCATIONALN/AWAUSAU, WI, US$5,000
Paid GrantWAUSAU SCHOOL DISTRICTEDUCATIONALN/AWAUSAU, WI, US$1,000
Paid GrantTOTAL MINISTRIESRELIGIOUSN/AWAUSAU, WI, US$900
Paid GrantUNITED WAY OF MARATHON COUNTYCHARITABLEN/AWAUSAU, WI, US$600
Paid GrantPERFORMING ARTS FOUNDATIONCHARITABLEN/AWAUSAU, WI, US$440
Paid GrantGOOD NEWS PROJECT INCCHARITABLEN/AWAUSAU, WI, US$0
Filing and Contact Details

Filer

EIN
39-1890044
Raw XML Appendix376 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/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount06448
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-10900
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0-4452
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-4452
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm02377
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss02377
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps013140
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss013140
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm06448
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss06448
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-22348
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0110646
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm0416
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0416
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-10900
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome02721
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0900
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm034
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01063
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps013140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03727
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss017896
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome06448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-4452
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03727
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss04756
IRS990PF/BalanceSheets/CapitalStockBOY0288096
IRS990PF/BalanceSheets/CapitalStockEOY0265742
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0148283
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0130954
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0106298
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0130231
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0129735
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0183108
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY02
IRS990PF/BalanceSheets/OtherAssetsEOY042
IRS990PF/BalanceSheets/OtherAssetsEOYFMV042
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY09580
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY05011
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV05011
IRS990PF/BalanceSheets/TotalAssetsBOY0288096
IRS990PF/BalanceSheets/TotalAssetsEOY0265742
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0294459
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0288096
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0265742
IRS990PF/BalanceSheets/TotalNetAssetsBOY0288096
IRS990PF/BalanceSheets/TotalNetAssetsEOY0265742
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-10900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis092737
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis128809
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SEE ATTACHED SCHEDULE-LT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1SEE ATTACHED SCHEDULE-ST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2SEE ATTACHED SCHEDULE-CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-12289
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11369
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss220
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-12289
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11369
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses220
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice080448
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice130178
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice220
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-22348
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases06
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0265748
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0288096
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0265742
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted018259
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj018259
IRS990PF/DistributableAmount/DistributableAmountBeforeDed018259
IRS990PF/DistributableAmount/MinimumInvestmentReturn018313
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome054
IRS990PF/DistributableAmount/TotalTax054
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded0471
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0525
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax054
IRS990PF/ExciseTaxBasedOnInvestmentIncm/OriginalReturnOverpayment0-525
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0471
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal054
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome054
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0525
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0294459
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0371843
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0371843
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05578
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn018313
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0366265
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0371843
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition41.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10MARSHALL & ILSLEY TRUST CO NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation42377
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CAROLIE KUEHN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RUTH SCHULTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JOHN MICHLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3KARLA KIEFFER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0ASRQ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1ASRQ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2ASRQ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3ASRQ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4ASRQ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10C/O MI TRUST CO NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111102 SPRING ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 8050
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13803 MCINDOE ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14PO BOX 2977
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WAUSAU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WAUSAU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2WAUSAU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3WAUSAU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode054402
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode154403
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode254402
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode354403
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode453201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct018716
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets018689
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051025
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.036067
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.052037
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.051098
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.064898
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0366265
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10383551
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20388165
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30395872
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40348740
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50355095
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome027
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions013140
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2014000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3020600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4017820
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5023045
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.204100
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions013140
IRS990PF/QualifyingDistributions/ExpensesAndContributions013140
IRS990PF/QualifyingDistributions/QualifyingDistributions013140
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MARSHALL & ILSLEY TRUST COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07158456332
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10500 THIRD STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WAUSAU
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0544020209
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
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/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0true
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0MARSHALL ILSLEY TRUST COMPANY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07158456332
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10500 THIRD STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WAUSAU
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0544020209
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NO RESTRICTIONS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NO DEADLINES
IRS990PF/SupplementaryInformation/ContributingManager0NOT APPLICABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount20
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3900
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4440
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount65000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST MICHAEL CONGREGATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11UNITED WAY OF MARATHON COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12GOOD NEWS PROJECT INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13TOTAL MINISTRIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14PERFORMING ARTS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15WAUSAU SCHOOL DISTRICT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16NEWMAN HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10611 STARK ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11137 RIVER DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121106 FIFTH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13700 W BRIDGE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14401 N 4TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15415 SEYMOUR ST P O BOX 359
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161130 W BRIDGE ST SUITE 1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WAUSAU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WAUSAU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WAUSAU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3WAUSAU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4WAUSAU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5WAUSAU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6WAUSAU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode054403
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode154403
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode254403
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode354401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode454403
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode5544020359
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode654401
IRS990PF/SupplementaryInformation/ShareholderManager0NOT APPLICABLE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013140
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/AppliedToCurrentYear013140
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted018259
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30835
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0835
IRS990PF/UndistributedIncome/ExcessFromYear30835
IRS990PF/UndistributedIncome/QualifyingDistributions013140
IRS990PF/UndistributedIncome/TotalCorpus0835
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0835
IRS990PF/UndistributedIncome/UndistributedIncomeCY05119
OtherDecreasesSchedule/OtherDecreases/Amount06
OtherDecreasesSchedule/OtherDecreases/Description0ACCRUALS
OtherExpensesSchedule/OtherExpenses/Description0PUBLICATION
OtherIncomeSchedule2/OtherIncome/Description0EXCISE TAX REFUND
TaxesSchedule/Taxes/Amount0504
TaxesSchedule/Taxes/Amount1525
TaxesSchedule/Taxes/Amount234
TaxesSchedule/Taxes/Category0EXCISE TAX
TaxesSchedule/Taxes/Category1ESTIMATED EXCISE TAX
TaxesSchedule/Taxes/Category2EXCISE TAX APPLD
TaxesSchedule/Taxes/Category3FTP
TaxesSchedule/Taxes/NetInvestmentIncome034
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0391890044
ReturnHeader/Filer/Name/BusinessNameLine10PAUL AND RUTH SCHULTZ FOUNDATION
ReturnHeader/Filer/NameControl0PAUL
ReturnHeader/Filer/Phone04148153602
ReturnHeader/Filer/USAddress/AddressLine10C/O MARSHALL ILSLEY TRUST CO PO BOX
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-01-05
ReturnHeader/Officer/Name0CAROLIE KUEHN
ReturnHeader/Officer/Phone04148153602
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02011-01-10
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10M & I TRUST CO NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053224
ReturnHeader/Preparer/Name0MICHAEL FECISKONIN EA
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02009-09-01
ReturnHeader/TaxPeriodEndDate02010-08-31
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-01-10T05:35:58-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings