Civic Intelligence

Puelicher Foundation Inc

990PF • Fiscal year 2020 • EIN 39-6055461

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization Profile
C/O TMI Trust Co 115 S 84th StMilwaukee, WI 53214

(414) 875-3244

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

19th percentile

-24%

Higher net margin than 19% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

21st percentile

-3.7%

Faster asset growth than 21% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

127%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,197,138

Down $83,900 (-3.7%) from 2019

Net Assets

Down

$2,197,138

Down $83,900 (-3.7%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin19th percentile

Revenue

Up

$202,636

Up $113,510 (+127%) from 2019

Expenses

Down

$252,004

Down $69,043 (-22%) from 2019

Net Income

Up

-$49,368

Up $182,553 (+79%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,184,477Liabilities 2010: $0Net Assets 2010: $2,184,4772010Assets 2011: $1,968,662Liabilities 2011: $0Net Assets 2011: $1,968,6622011Assets 2012: $1,839,020Liabilities 2012: $12012Assets 2013: $1,843,865Liabilities 2013: $1Net Assets 2013: $1,843,8652013Assets 2014: $2,073,524Liabilities 2014: $1Net Assets 2014: $2,073,5242014Assets 2015: $2,310,933Liabilities 2015: $1Net Assets 2015: $2,310,9332015Assets 2016: $2,418,910Liabilities 2016: $0Net Assets 2016: $2,418,9102016Assets 2017: $2,475,422Liabilities 2017: $0Net Assets 2017: $2,475,4222017Assets 2018: $2,535,802Liabilities 2018: $0Net Assets 2018: $2,535,8022018Assets 2019: $2,281,038Liabilities 2019: $1Net Assets 2019: $2,281,0382019Assets 2020: $2,197,138Liabilities 2020: $1Net Assets 2020: $2,197,1382020Assets 2021: $2,265,554Liabilities 2021: $1Net Assets 2021: $2,265,5542021Assets 2022: $2,209,900Liabilities 2022: $1Net Assets 2022: $2,209,9002022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$2,197,138
Liabilities$1
Net Assets$2,197,138
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $360,9102010Expenses 2011: $378,2432011Revenue 2012: $326,728Expenses 2012: $458,656Net Income 2012: -$131,9282012Revenue 2013: $239,494Expenses 2013: $234,856Net Income 2013: $4,6382013Revenue 2014: $463,381Expenses 2014: $229,704Net Income 2014: $233,6772014Revenue 2015: $346,019Expenses 2015: $290,085Net Income 2015: $55,9342015Revenue 2016: $393,495Expenses 2016: $203,767Net Income 2016: $189,7282016Revenue 2017: $330,211Expenses 2017: $329,466Net Income 2017: $7452017Revenue 2018: $318,487Expenses 2018: $242,828Net Income 2018: $75,6592018Revenue 2019: $89,126Expenses 2019: $321,047Net Income 2019: -$231,9212019Revenue 2020: $202,636Expenses 2020: $252,004Net Income 2020: -$49,3682020Revenue 2021: $354,955Expenses 2021: $310,039Net Income 2021: $44,9162021Revenue 2022: $73,141Expenses 2022: $238,330Net Income 2022: -$165,1892022Revenue 2023: $241,974Expenses 2023: $2,248,573Net Income 2023: -$2,006,5992023

Highlighted filing

2020

Revenue$202,636
Expenses$252,004
Net Income-$49,368
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES B WIGDALEPresident-$0--
DIANE L SEBIONSec/Treas-$0--
JUDITH C MURPHYDirector/CFO-$0--
NANCY GERFINAsst Treas-$0--
MELISSA D SMIDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Puelicher Foundation Inc
EIN
39-6055461
Phone
4148753244
Address
C/O TMI Trust Co 115 S 84th St, Milwaukee, WI 53214

Signing Officer

Name
Judith C Murphy
Title
Director/CFO
Phone
4148753244
Signed
2021-05-13
Discuss with paid preparer
Yes

Preparer

Firm
TMI Trust Company
Address
115 S 84th St Ste 325, Milwaukee, WI 53214
Preparer
Laura Vogel CPA
Phone
4148753244
Raw XML AppendixShowing 400 of 436 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Short-term sales see attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Long-term sales See attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2Long-term capital gain dividens
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt015844
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt192796
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt254117
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt015844
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt192796
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt254117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0111980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1168827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2125254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3177940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4144703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5107589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt675506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt799677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8111228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt975546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10331450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11119531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1297246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13127657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1465771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15135160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0169439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1171917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2176641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3185496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4183849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5183982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6110056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7107561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8102921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt997830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10430603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11139541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12153309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13152219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1485205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15150914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm07996.194 BMO SMALL-CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12710.339 DELAWARE SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21894.855 VANGUARD SMLL CAP INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37954.384 JOHN HANCOCK FUNDS III DISCIPLINED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41624.395 T ROWE PRICE MID-CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53248.276 VANGUARD MID CAP INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64913.196 BMO LARGE-CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77002.654 BMO LARGE-CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8534.489 DODGE & COX STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9938.688 HARBOR CAPTIAL APRRECIATION FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101299.071 VANGUARD INSTITUTIONAL INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118079.958 BMO LGM EMERGING MARKETS EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123508.210 DODGE & COX INTERNATIONAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132789.424 MFS INTERNATIONAL INTRINSIC VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14937.035 T ROWE PRICE INTERNATIONAL DISCOVERY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm159908.969 VANGUARD DEVELOPED MARKETS INDEX
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt034297
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0162757
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0197054
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0197054
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt015844
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0162757
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0242500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0242500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034297
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034297
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-49368
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0162757
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0162757
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0190720
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt015844
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05582
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05653
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05653
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02045
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0681
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03726
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt015844
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0244670
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0252004
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0197054
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0202636
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02170
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06334
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt192796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt254117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt192796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt254117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt192796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt254117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Short-term capital gains
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Long-term capital gains
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Long-term capital gain dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0162757
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt015844
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-49368
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0101357
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt066825
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02298495
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02281038
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02197138
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0113544
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0113544
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0113544
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0116195
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02651
IRS990PF/DistributableAmountGrp/TotalTaxAmt02651
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02651
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02651
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02651
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01651
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01000
IRS990PF/FMVAssetsEOYAmt02723556
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0105840
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt069294
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt069294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02126794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02075065
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02601483
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt039
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02281038
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02197138
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt048365
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt052779
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt052779
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02281038
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02197138
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02723556
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02281038
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02197138
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02281038
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02197138
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02359283
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02359283
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035389
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0116195
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02323894
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02359283
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES B WIGDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIANE L SEBION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JUDITH C MURPHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NANCY GERFIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MELISSA D SMID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR/CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ASST TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0790 N WATER 11th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1790 N WATER 11th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2790 N WATER 11th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3790 N WATER 11th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4790 N WATER 11th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd453202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0244670
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0244670
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0244670
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0790 N Water St Floor 11
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142877197
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0INFORMATION ABOUT EXPECTED COMMUNITY BENEFITS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAMES B WIGDALE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04147657707
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0790 NORTH WATER STREET 11th Floor
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0242500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0OF CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0242500
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/AppliedToCurrentYearAmt0113544
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0113544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0239366
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0105954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0175039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt071203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0131147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0131147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0722688
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0131126
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0239366
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0105954
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0175039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt071203
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0244670
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0131126
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0853835
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0722709
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0355
OtherDecreasesSchedule/OtherDecreasesDetail/Amt199500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt21500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt32
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02020 DISALLOWED LOSS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12019 GRANTS CLEARED IN 2020
OtherDecreasesSchedule/OtherDecreasesDetail/Desc22019 Admin Fee Paid not Cleared
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3Rounding
OtherIncomeSchedule2/OtherIncomeDetail/Desc02019 Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05582
OtherIncreasesSchedule/OtherIncreasesDetail/Amt063500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt21825
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02020 GRANTS NOT CLEARED
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ADMIN FEE PAID NOT CLEARED
OtherIncreasesSchedule/OtherIncreasesDetail/Desc22019 WASH SALE ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05653
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BMO HARRIS BANK, NA AGENT/INVT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05653
TaxesSchedule/TaxesDetail/Amt0681
TaxesSchedule/TaxesDetail/Amt12045
TaxesSchedule/TaxesDetail/Amt21000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1Misc Expense

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
$2,197,138
Liabilities
$1
Net assets
$2,197,138
Revenue
$202,636
Expenses
$252,004
Net income
-$49,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.24$2.25$2.01
2022Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.07$0.24$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.35$0.31$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.20$0.25$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.09$0.32$0.23
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.32$0.24$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.33$0.33$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.39$0.20$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.35$0.29$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.46$0.23$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.24$0.23$0.00
2012Summary only. Only limited summary data is available for this year.$1.84$0.00$0.33$0.46$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.38
2010Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.36