Civic Intelligence

Francis F Carnes Education Charitable Tr

990PF • Fiscal year 2012 • EIN 39-1968680

Feb 01, 2011 to Jan 31, 2012 • Filed on Jun 12, 2012

Organization Profile
316 North Main St53551
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M 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

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

49th percentile

0.4%

Faster asset growth than 49% of similar nonprofits.

2012 filings • $1M-$5M 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 / Assets27th percentile

Assets

Up

$1,041,751

Up $4,405 (+0.4%) from 2011

Net Assets

Up

$1,041,751

Up $4,405 (+0.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$39,010

Up $4,322 (+12%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,037,346Liabilities 2011: $0Net Assets 2011: $1,037,3462011Assets 2012: $1,041,751Liabilities 2012: $0Net Assets 2012: $1,041,7512012Assets 2013: $1,038,436Liabilities 2013: $0Net Assets 2013: $1,038,4362013Assets 2014: $1,034,398Liabilities 2014: $0Net Assets 2014: $1,034,3982014Assets 2015: $1,019,747Liabilities 2015: $0Net Assets 2015: $1,019,7472015Assets 2016: $1,028,145Liabilities 2016: $0Net Assets 2016: $1,028,1452016Assets 2017: $1,026,477Liabilities 2017: $0Net Assets 2017: $1,026,4772017Assets 2018: $1,033,894Liabilities 2018: $0Net Assets 2018: $1,033,8942018Assets 2019: $1,039,464Liabilities 2019: $0Net Assets 2019: $1,039,4642019Assets 2020: $1,041,882Liabilities 2020: $0Net Assets 2020: $1,041,8822020Assets 2021: $1,049,698Liabilities 2021: $0Net Assets 2021: $1,049,6982021Assets 2023: $1,036,022Liabilities 2023: $0Net Assets 2023: $1,036,0222023Assets 2024: $1,013,891Liabilities 2024: $0Net Assets 2024: $1,013,8912024Assets 2025: $1,023,894Liabilities 2025: $0Net Assets 2025: $1,023,8942025

Highlighted filing

2012

Assets$1,041,751
Liabilities$0
Net Assets$1,041,751
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KExpenses 2011: $34,6882011Expenses 2012: $39,0102012Revenue 2013: $34,896Expenses 2013: $37,995Net Income 2013: -$3,0992013Revenue 2014: $34,312Expenses 2014: $37,775Net Income 2014: -$3,4632014Revenue 2015: $28,042Expenses 2015: $42,115Net Income 2015: -$14,0732015Revenue 2016: $44,859Expenses 2016: $36,049Net Income 2016: $8,8102016Revenue 2017: $44,404Expenses 2017: $45,859Net Income 2017: -$1,4552017Revenue 2018: $47,174Expenses 2018: $39,312Net Income 2018: $7,8622018Revenue 2019: $47,232Expenses 2019: $41,190Net Income 2019: $6,0422019Revenue 2020: $46,804Expenses 2020: $43,914Net Income 2020: $2,8902020Revenue 2021: $48,085Expenses 2021: $39,801Net Income 2021: $8,2842021Revenue 2023: $44,543Expenses 2023: $60,125Net Income 2023: -$15,5822023Revenue 2024: $45,082Expenses 2024: $47,202Net Income 2024: -$2,1202024Revenue 2025: $48,889Expenses 2025: $38,221Net Income 2025: $10,6682025

Highlighted filing

2012

Revenue-
Expenses$39,010
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2011 to Jan 31, 2012
Signed
Jun 12, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERIE L MILLERTrustee-$0--
DAVID WESTRICKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-scholarshipcollegeRIVER FALLS, WI, US$6,000
Paid Grant-scholarshipcollegeMILWAUKEE, WI, US$4,000
Paid Grant-scholarshipcollegeRIVER FALLS, WI, US$4,000
Paid Grant-scholarshipcollegeOSHKOSH, WI, US$4,000
Paid Grant-scholarshipcollegeLACROSSE, WI, US$3,000
Paid Grant-scholarshipcollegeOSHKOSH, WI, US$3,000
Paid Grant-scholarshipcollegeLACROSSE, WI, US$2,000
Paid Grant-scholarshipcollegePLATTEVILLE, MN, US$2,000
Paid Grant-scholarshipcollegeMILWAUKEE, WI, US$2,000
Paid Grant-scholarshipcollegeRIPON, WI, US$1,250
Paid Grant-scholarshipcollegeWINONA, MN, US$1,000
Filing and Contact Details

Filer

EIN
39-1968680
Raw XML Appendix365 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
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AccountingFeesSchedule/AccountingFees/Category0C L Miller CPA acctg/tax
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome04500
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/BusinessCode0525920
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode025
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/UnrelatedBusinessIncomeAmount043966
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/BusinessCode0525920
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode025
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/UnrelatedBusinessIncomeAmount0249
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount044215
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA044215
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm04500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss04500
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss032250
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss043966
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses05205
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0249
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0249
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm01500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome037455
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss039010
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses044215
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm0600
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss0600
IRS990PF/BalanceSheets/CashBOY01191
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY01005000
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0650000
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0650000
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PrepaidExpensesBOY0800
IRS990PF/BalanceSheets/RetainedEarningsBOY01037346
IRS990PF/BalanceSheets/RetainedEarningsEOY01041751
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY030355
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IRS990PF/BalanceSheets/TotalAssetsEOY01041751
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsEOY01041751
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses05205
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0800
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01042551
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01037346
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01041751
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted049014
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj049014
IRS990PF/DistributableAmount/DistributableAmountBeforeDed049014
IRS990PF/DistributableAmount/MinimumInvestmentReturn049389
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0375
IRS990PF/DistributableAmount/TotalTax0375
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0159
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0375
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0375
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0375
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0216
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn0159
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0159
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01041751
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01002830
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0830
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01002000
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable015042
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn049389
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0987788
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01002830
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
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/PersonName0CHERIE L MILLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DAVID WESTRICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10316 N MAIN ST LAKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1193 N MAIN ST FORT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILLS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1ATKINSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053551
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode153538
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct034503
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets034128
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.034550
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.034937
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.028343
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.035318
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.034123
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.040031
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0987788
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10992865
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20983039
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30968565
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40922403
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50920614
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0375
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions039010
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1034688
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2027862
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4031475
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5036853
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.172752
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions038635
IRS990PF/QualifyingDistributions/ExpensesAndContributions039010
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0375
IRS990PF/QualifyingDistributions/QualifyingDistributions039010
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CHERIE L MILLER TRUSTEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09206484456
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10316 N MAIN ST LAKE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MILLS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053551
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/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/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICANTS MUST COMPLETE THE FRANCIS F CARNES EDUCATION CHARITABLE TRUST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials1SCHOLARSHIP APPLICATION FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0CHERIE L MILLER TRUSTEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName1FRANCIS F CARNES EDUCATION CHARITAB
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09206484456
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber19206484456
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10316 NORTH MAIN STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine11316 NORTH MAIN ST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0LAKE MILLS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City1LAKE MILLS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode053551
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode153551
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0ATTEND 1 OF 5 JEFF CO HIGH SCHOOLS:JEFFERSON,FORT ATKINSON,WATERLOO,LAKE MILLS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards1& JOHNSON CREEK. GPA 2.75 OR HIGHER. JEFF CO RESIDENT ALL 4 YRS OF HIGH SCHOOL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0MARCH 31 EACH YEAR
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount24000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount64000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount106000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0UW LACROSSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1MILWAUKEE SCHOOL OF ENGINEERING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2UW RIVER FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3UW LACROSSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4UW PLATTEVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5WINONA STATE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6UW OSHKOSH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7UW OSHKOSH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8CARDINAL STITCH UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9RIPON COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10UW RIVER FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10FOR LOGAN HENNESSY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11FOR JEREMIAH PRIMMER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12FOR LAUREN MCCANN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13FOR LEWIS WETHALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14FOR CONNIE KASUBE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15FOR CIARA CURRAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16FOR EMILY JUNG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17FOR SAMANTHA BECKER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18FOR ASHLEY SINGERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19FOR EMILY KIESLING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110FOR LYDIA MUELLER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LACROSSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2RIVER FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3LACROSSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4PLATTEVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5WINONA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6OSHKOSH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7OSHKOSH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9RIPON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10RIVER FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode054601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode254022
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode354601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode453818
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode555987
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode654901
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode754901
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode853217
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode954971
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1053818
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear032250
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/DistributableAmountAsAdjusted049014
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1034688
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2027862
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3034208
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4031475
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5036853
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus049014
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY049014
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0155082
IRS990PF/UndistributedIncome/ExcessFromCurrentYear039010
IRS990PF/UndistributedIncome/ExcessFromYear1034688
IRS990PF/UndistributedIncome/ExcessFromYear2027862
IRS990PF/UndistributedIncome/ExcessFromYear3034208
IRS990PF/UndistributedIncome/ExcessFromYear4019314
IRS990PF/UndistributedIncome/QualifyingDistributions039010
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus039010
IRS990PF/UndistributedIncome/TotalCorpus0155082
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0165086
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount01500
LegalFeesSchedule/LegalFees/Category0Rogers & Westrick SC legal consulting
LegalFeesSchedule/LegalFees/NetInvestmentIncome01500
OtherDecreasesSchedule/OtherDecreases/Amount0800
OtherDecreasesSchedule/OtherDecreases/Description0Excise tax paid
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0391968680
ReturnHeader/Filer/Name/BusinessNameLine10FRANCIS F CARNES EDUCATION CHARITABLE TRUST
ReturnHeader/Filer/NameControl0FRAN
ReturnHeader/Filer/Phone09206484456
ReturnHeader/Filer/USAddress/AddressLine10316 NORTH MAIN ST
ReturnHeader/Filer/USAddress/City0LAKE MILLS
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053551
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-06-12
ReturnHeader/Officer/Name0CHERIE L MILLER
ReturnHeader/Officer/Phone09206484456
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CHERIE L MILLER CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10316 N MAIN ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LAKE MILLS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053551
ReturnHeader/Preparer/Name0CHERIE L MILLER
ReturnHeader/Preparer/Phone09206484456
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-02-01
ReturnHeader/TaxPeriodEndDate02012-01-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-15T06:58:19-07:00

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
$1,041,751
Liabilities
$0
Net assets
$1,041,751
Revenue
-
Expenses
$39,010
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.04$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.05$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.06$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.05$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.04$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.05$0.04$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.05$0.04$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.04$0.05$0.00
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.03$0.00$1.03$0.04$0.04$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.03$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.03$0.04$0.00
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.03$0.04$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.03