Civic Intelligence

Florence M Trow Trust

990PF • Fiscal year 2013 • EIN 39-6081296

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profile
345 East Grand AveBeloit, WI 53511

(608) 363-8000

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

87th percentile

0.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

78th percentile

$3,061

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

58th percentile

4.1%

Faster asset growth than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

88th percentile

60%

Faster revenue growth than 88% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$230,706

Up $9,003 (+4.1%) from 2012

Net Assets

Up

$226,156

Up $9,303 (+4.3%) from 2012

Liabilities

Down

$4,550

Down $300 (-6.2%) from 2012

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin88th percentile

Revenue

$21,068

No earlier filing loaded for comparison.

Expenses

Down

$12,798

Down $495 (-3.7%) from 2012

Net Income

$8,270

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2011: $230,518Liabilities 2011: $11,7002011Assets 2012: $221,703Liabilities 2012: $4,850Net Assets 2012: $216,8532012Assets 2013: $230,706Liabilities 2013: $4,550Net Assets 2013: $226,1562013Assets 2014: $222,075Liabilities 2014: $1Net Assets 2014: $222,0752014Assets 2015: $216,762Liabilities 2015: $1Net Assets 2015: $216,7622015Assets 2016: $215,346Liabilities 2016: $0Net Assets 2016: $215,3462016Assets 2017: $223,469Liabilities 2017: $0Net Assets 2017: $223,4692017Assets 2018: $236,688Liabilities 2018: $0Net Assets 2018: $236,6882018Assets 2019: $241,886Liabilities 2019: $1Net Assets 2019: $241,8862019Assets 2020: $235,645Liabilities 2020: $1Net Assets 2020: $235,6452020Assets 2021: $238,827Liabilities 2021: $1Net Assets 2021: $238,8272021Assets 2022: $229,380Liabilities 2022: $1Net Assets 2022: $229,3802022Assets 2023: $227,620Liabilities 2023: $1Net Assets 2023: $227,6202023Assets 2024: $232,491Liabilities 2024: $0Net Assets 2024: $232,4912024

Highlighted filing

2013

Assets$230,706
Liabilities$4,550
Net Assets$226,156
Open 2013 Filing

Operations Trend

Revenue Growth88th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $8,194Expenses 2011: $10,030Net Income 2011: -$1,8362011Expenses 2012: $13,2932012Revenue 2013: $21,068Expenses 2013: $12,798Net Income 2013: $8,2702013Revenue 2014: $9,056Expenses 2014: $13,159Net Income 2014: -$4,1032014Revenue 2015: $8,513Expenses 2015: $13,893Net Income 2015: -$5,3802015Revenue 2016: $14,252Expenses 2016: $15,673Net Income 2016: -$1,4212016Revenue 2017: $21,215Expenses 2017: $13,051Net Income 2017: $8,1642017Revenue 2018: $26,724Expenses 2018: $13,424Net Income 2018: $13,3002018Revenue 2019: $18,697Expenses 2019: $13,554Net Income 2019: $5,1432019Revenue 2020: $7,252Expenses 2020: $13,205Net Income 2020: -$5,9532020Revenue 2021: $15,533Expenses 2021: $12,931Net Income 2021: $2,6022021Revenue 2022: $5,194Expenses 2022: $14,537Net Income 2022: -$9,3432022Revenue 2023: $11,112Expenses 2023: $12,874Net Income 2023: -$1,7622023Revenue 2024: $18,933Expenses 2024: $13,927Net Income 2024: $5,0062024

Highlighted filing

2013

Revenue$21,068
Expenses$12,798
Net Income$8,270
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST NATIONAL BANK TRUSTTrustee-$3,061-$3,061
Filing and Contact Details

Filer

EIN
39-6081296
Phone
6083638000

Signing Officer

Name
Janice Neufeld
Title
Trust Officer
Phone
6083638000
Signed
2014-05-13

Preparer

Preparer
Brian B Barnhardt
Phone
6083652266
Raw XML Appendix310 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/Amt0480
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0240
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0240
CompensationExplanation/CompensationExplanationGrp/PersonNm0FIRST NATIONAL BANK TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02008-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12006-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22006-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32009-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42008-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52011-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62006-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72006-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt82006-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0324.45 FEDERATED TOTAL RETURN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1534.250 HARBOR CAPITAL APPREC. FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc248 HARBOR CAPITAL APPREC. FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31.570 HARBOR CAPITAL APPREC. FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4388.130 PIMCO TOTAL RETURN FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5360.850 THORNBURG INTERNATIONAL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6137.130 VANGUARD EQUITY INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc733.250 VANGUARD EQUITY INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc872.970 VANGUARD MID CAP INDEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt03485
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt117721
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt21432
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt351
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt44250
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt59007
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt67265
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt71761
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt81289
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt03540
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt126312
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt22364
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt377
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt44149
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt510623
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt68000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt72000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt82000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72013-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82013-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt055
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18591
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2932
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt326
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-101
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt51616
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6735
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7239
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0215938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0238907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05531
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt015536
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt021068
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt021068
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02732
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01530
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01531
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03061
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt09100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt09100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05531
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05531
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt08270
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt061797
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt015536
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06361
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010895
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01903
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt021068
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01795
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01903
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02732
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08270
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0321
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01354
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0226477
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0216853
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0226156
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012024
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012024
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012024
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012088
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt064
IRS990PF/DistributableAmountGrp/TotalTaxAmt064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt064
IRS990PF/FMVAssetsEOYAmt0253675
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0216853
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0230706
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06283
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt014768
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt014768
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0215420
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0215938
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0238907
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt04850
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt04550
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-4550
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0221703
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0230706
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0253675
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04850
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04550
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0221703
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0230706
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0216853
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0226156
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0245432
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08078
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0237354
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03681
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012088
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0241751
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0245432
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FIRST NATIONAL BANK TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10345 EAST GRAND AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0BELOIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode053511
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt09979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt010043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt011368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt08230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt09517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt010196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.036189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.022658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0241751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0237028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0227417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0208696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0188850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0211846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt010895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.206400
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010831
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010895
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt064
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010895
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
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/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0FIRST NATIONAL BANK TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10345 EAST GRAND AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0BELOIT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode053511
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06083638120
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LILLIAN HORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101025 NORTH BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0532023109
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09100
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/AppliedToCurrentYearAmt01871
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09024
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012024
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010895
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010153
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09024
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0COURT FILING FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt025
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt050
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt025
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0321
OtherDecreasesSchedule/OtherDecreasesDetail/Description02013 ACCRUALS
OtherIncreasesSchedule/OtherIncreasesDetail/Amount01354
OtherIncreasesSchedule/OtherIncreasesDetail/Description02012 ACCRUAL
TaxesSchedule/TaxesDetail/Amt067
TaxesSchedule/TaxesDetail/Amt140
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt067
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt140
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JANICE NEUFELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06083638000
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10FLORENCE TROW TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2020203M
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0396081296
ReturnHeader/Filer/PhoneNum06083638000
ReturnHeader/Filer/USAddress/AddressLine10345 EAST GRAND AVE
ReturnHeader/Filer/USAddress/City0BELOIT
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SIEPERT & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101920 WEST HART ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BELOIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053511
ReturnHeader/PreparerPersonGrp/PhoneNum06083652266
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN B BARNHARDT
ReturnHeader/ReturnTs02014-05-14T08:24:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,706
Liabilities
$4,550
Net assets
$226,156
Revenue
$21,068
Expenses
$12,798
Net income
$8,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.19$0.14$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.11$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.05$0.15$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.16$0.13$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.07$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.19$0.14$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.27$0.13$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.21$0.13$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.14$0.16$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.09$0.14$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.09$0.13$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.05$2.26$0.21$0.13$0.08
2012Detailed filing. Detailed filing data is available for this year.$2.22$0.05$2.17$0.13
2011Summary only. Only limited summary data is available for this year.$2.31$0.12$0.08$0.10$0.02