Civic Intelligence

John W Varrell Trust Estate

990PF • Fiscal year 2020 • EIN 39-6052813

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 08, 2022

Organization Profile
1208 Elm StBoscobel, WI 53805

(608) 375-2727

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

8.9%

Faster asset growth than 62% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-42%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$54,427

Up $4,438 (+8.9%) from 2019

Net Assets

$54,427

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Down

$5,273

Down $3,774 (-42%) from 2019

Expenses

Down

$835

Down $2,499 (-75%) from 2019

Net Income

Down

$4,438

Down $1,275 (-22%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$80K$60K$40K$20K$0Assets 2011: $41,289Liabilities 2011: $02011Assets 2012: $40,522Liabilities 2012: $02012Assets 2013: $40,794Liabilities 2013: $02013Assets 2014: $43,389Liabilities 2014: $02014Assets 2015: $42,151Liabilities 2015: $02015Assets 2019: $49,989Liabilities 2019: $02019Assets 2020: $54,427Liabilities 2020: $1Net Assets 2020: $54,4272020Assets 2021: $61,979Liabilities 2021: $1Net Assets 2021: $61,9792021Assets 2022: $52,552Liabilities 2022: $1Net Assets 2022: $52,5522022Assets 2023: $60,627Liabilities 2023: $1Net Assets 2023: $60,6272023Assets 2024: $69,928Liabilities 2024: $0Net Assets 2024: $69,9282024

Highlighted filing

2020

Assets$54,427
Liabilities$1
Net Assets$54,427
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $1,091Expenses 2011: $1,843Net Income 2011: -$7522011Revenue 2012: $546Expenses 2012: $1,313Net Income 2012: -$7672012Revenue 2013: $1,604Expenses 2013: $1,332Net Income 2013: $2722013Revenue 2014: $3,321Expenses 2014: $726Net Income 2014: $2,5952014Revenue 2015: $0Expenses 2015: $1,238Net Income 2015: -$1,2382015Revenue 2019: $9,047Expenses 2019: $3,334Net Income 2019: $5,7132019Revenue 2020: $5,273Expenses 2020: $835Net Income 2020: $4,4382020Revenue 2021: $10,535Expenses 2021: $2,983Net Income 2021: $7,5522021Revenue 2022: $1Expenses 2022: $2,575Net Income 2022: -$2,5742022Revenue 2023: $9,932Expenses 2023: $1,857Net Income 2023: $8,0752023Revenue 2024: $11,350Expenses 2024: $2,049Net Income 2024: $9,3012024

Highlighted filing

2020

Revenue$5,273
Expenses$835
Net Income$4,438
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 8, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA UPDIKETrustee-$0--
NANCY WAGNERDirector-$0--
JERRY STASKALDirector-$0--
Filing and Contact Details

Filer

Filer Name
John W Varrell Trust Estate
EIN
39-6052813
Address
1208 ELM ST, BOSCOBEL, WI 53805

Signing Officer

Name
Patricia Updike
Title
Trustee
Phone
6084853068
Signed
2022-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Associates Inc
Address
840 Wisconsin Avenue, Boscobel, WI 53805
Preparer
Jody Mayne
Phone
6083752727
Raw XML Appendix283 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/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0275
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0275
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt052753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt052753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/BusinessCd0525920
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0INVESTMENT INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/UnrelatedBusinessTaxblIncmAmt05273
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt05273
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05273
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt05273
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt05273
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05273
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05273
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04438
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0245
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0245
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05273
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0835
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0835
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04438
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt054427
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt049989
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt054427
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02260
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02260
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02260
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02333
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt073
IRS990PF/DistributableAmountGrp/TotalTaxAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt054427
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt047480
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt052752
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt047480
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt052753
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt052753
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02509
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01675
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02509
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01674
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01674
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt049989
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt054427
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt054427
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt049989
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt054427
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt049989
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt054427
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt047373
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01254
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt046119
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0711
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02333
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt046662
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt047373
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PATRICIA UPDIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY WAGNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JERRY STASKAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01208 ELM STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1102 ARIZONA CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21103 DELLWOOD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSCOBEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSCOBEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSCOBEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053805
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153805
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253805
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/CurrentYearAmt05273
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt013181
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/Year1Amt0214
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/Year2Amt01021
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/Year3Amt06673
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt02333
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt02333
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt01983
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt01983
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0835
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt012350
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt03334
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt06582
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt01599
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0835
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt012350
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt03334
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt06582
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt01599
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt054426
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt0198526
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt049988
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt044276
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt049836
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt054426
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt0198526
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt049988
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt044276
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt049836
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt01555
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt01555
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0835
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0835
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0835
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt003
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INTEREST USED TO HELP NEEDY THE PRIMARY EXEMPT PURPOSE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAT UPDIKE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01208 ELM STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSCOBEL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053805
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06084853068
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION DONATES MONEY TO FIRE VICTIMS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0835
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01425
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01830
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01425
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011920
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03334
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06582
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01599
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0405
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0835
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011920
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013345
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SAFE DEPOSIT BOX RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0230
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA UPDIKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06084853068
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN W VARRELL TRUST ESTATE
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0396052813
ReturnHeader/Filer/USAddress/AddressLine1Txt01208 ELM ST
ReturnHeader/Filer/USAddress/CityNm0BOSCOBEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053805
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391819170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0840 Wisconsin Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boscobel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053805
ReturnHeader/PreparerPersonGrp/PhoneNum06083752727
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody Mayne
ReturnHeader/ReturnTs02022-04-08T18:26:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0UPDIKE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,427
Liabilities
$1
Net assets
$54,427
Revenue
$5,273
Expenses
$835
Net income
$4,438
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$69.9$0.00$69.9$11.4$2.05$9.30
2023Detailed filing. Detailed filing data is available for this year.$60.6$0.00$60.6$9.93$1.86$8.08
2022Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$0.00$2.58$2.57
2021Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$10.5$2.98$7.55
2020Detailed filing. Detailed filing data is available for this year.$54.4$0.00$54.4$5.27$0.84$4.44
2019Summary only. Only limited summary data is available for this year.$50.0$0.00$9.05$3.33$5.71
2015Summary only. Only limited summary data is available for this year.$42.2$0.00$0.00$1.24$1.24
2014Summary only. Only limited summary data is available for this year.$43.4$0.00$3.32$0.73$2.60
2013Summary only. Only limited summary data is available for this year.$40.8$0.00$1.60$1.33$0.27
2012Summary only. Only limited summary data is available for this year.$40.5$0.00$0.55$1.31$0.77
2011Summary only. Only limited summary data is available for this year.$41.3$0.00$1.09$1.84$0.75