Clarence S Hean Trust Tr Dept 1 St Wisconsin Natl Ttee

990PF • Fiscal year 2016 • EIN 39-6132333

Mar 01, 2015 to Feb 29, 2016 • Filed on Jun 17, 2016

Organization Profile

U S Bank N A PO Box 7900Madison, WI 53707-7900

(608) 252-4486

Siviq Scores

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

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

-14%

Higher net margin than 22% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

$7,212

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 30.7% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

-0.9%

Faster asset growth than 45% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

-41%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$370,395

Down $3,380 (-0.9%) from 2015

Net Assets

Down

$370,395

Down $3,380 (-0.9%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin22nd percentile

Revenue

Down

$23,522

Down $16,155 (-41%) from 2015

Expenses

Down

$26,902

Down $6,301 (-19%) from 2015

Net Income

Down

-$3,380

Down $9,854 (-152%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

Highlighted filing

2016

Assets$370,395

Liabilities$1

Net Assets$370,395

Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

Highlighted filing

2016

Revenue$23,522

Expenses$26,902

Net Income-$3,380

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Mar 1, 2015 to Feb 29, 2016
Signed: Jun 17, 2016
Return Version: 2015v2.0

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
US BANK NA	Trustee	-	$7,212	-	$7,212

Filing and Contact Details

Filer

Filer Name: Clarence S Hean Test Tr 000011363600
EIN: 39-6132333
Phone: 6082524486
Address: U S BANK N A PO BOX 7900, MADISON, WI 53707-7900

Signing Officer

Name: U S Bank N a
Title: Trustee
Phone: 6082524486
Signed: 2016-06-17

Raw XML Appendix362 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/Amt	0	1000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	US BANK, NA TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	14689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	30000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	13500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	25303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	38810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	33091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	14605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	39069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	16643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	9	31221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	10	13721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	11	70000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	12	8000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	13	17000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	NUVEEN SMALL CAP SELECT FD CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	NUVEEN MID CAP GROWTH OPP FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	NUVEEN LARGE CAP GROWTH OPP FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	ROWE T PRICE MID CAP VALUE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	NUVEEN CORE PLUS BD FD CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	AMER CENT DIVERSIFI BOND INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	I SHRS MSCI EAFE INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	SPDR S&P 500 ETF TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	NUVEEN ST BOND FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	FEDERATED INST HI YLD BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	10	CREDIT SUISSE COMM RET ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	11	NUVEEN DIVIDEND VALUE FUND CLA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	12	NUVEEN REAL ESTATE SECURIT CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	13	LAUDUS INTL MARKETMASTERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	14	DOUBLELINE TOTAL RET BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	15	VANGUARD SMALL CAP INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	16	CAMBIAR INTL EQTY FD INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	13240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	31056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	13462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	29762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	37861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	38667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	32712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	38020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	8	14652
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	9	33175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	10	16213
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	11	69553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	12	6733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	13	15783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	8	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	9	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	10	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	11	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	12	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	13	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	11202
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	12320
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	23522
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	23522
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	1000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	12330
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	721
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	6491
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	7212
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	18134
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	18134
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	11153
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	11202
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-3380
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	51592
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	12320
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	16903
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	89
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	19855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	6580
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	26902
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	23483
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	23522
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1721
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	6580
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	8768
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2008-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2015-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	3	2013-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	8234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	2074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	5000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	4	5357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	5	18092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	2911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	-755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	-362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	5	-847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	6	11719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	-331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	2911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	-755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	4	-362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	5	-847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	7903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	4985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	4245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	4995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	5	17245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	50.251 NUVEEN SHORT TERM BOND FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	580.686 NUVEEN SMALL CAP SELECT FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	24. STANDARD & POORS DEPOSITARY RECEIPTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	838.926 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	525.21 FEDERATED INST HI YLD BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	766.445 LAUDUS INTERNATIONAL MARKETMASTERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	6	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	4	2015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	5	2015-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	12330
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-3380
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	370395
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	373775
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	370395
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	20424
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	20424
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	20424
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	20762
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt	0	0
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	338
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	328
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	10
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	328
IRS990PF/FMVAssetsEOYAmt	0	395632
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	373775
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	370395
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	369914
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	365652
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	390889
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	3861
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	4743
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	4743
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	373775
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	370395
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	395632
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	373775
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	370395
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	373775
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	370395
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	421570
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	5811
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	415759
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	6324
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	20762
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	415246
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	421570
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	7212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	US BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	PO BOX 7900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	537077900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	19855
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	19855
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	19855
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr	0	2013
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	1 S PINCKNEY STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MADISON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	53703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	US BANK N A
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6082524486
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	18134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	PRESBYTERIAN CHURCH-USA FOUNDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	0	ATTN OUTSIDE TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	200 E 12TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	JEFFERSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	471303854
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	18134
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1721
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	18134
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	20424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	19855
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	18703
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	18134
TaxesSchedule/TaxesDetail/Amt	0	89
TaxesSchedule/TaxesDetail/Amt	1	467
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	89
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	U S BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6082524486
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CLARENCE S HEAN TEST TR 000011363600
ReturnHeader/Filer/BusinessNameControlTxt	0	HEAN
ReturnHeader/Filer/EIN	0	396132333
ReturnHeader/Filer/PhoneNum	0	6082524486
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	U S BANK N A PO BOX 7900
ReturnHeader/Filer/USAddress/CityNm	0	MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	537077900
ReturnHeader/ReturnTs	0	2016-06-17T13:00:15-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-03-01
ReturnHeader/TaxPeriodEndDt	0	2016-02-29
ReturnHeader/TaxYr	0	2015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $370,395
Liabilities: $1
Net assets: $370,395
Revenue: $23,522
Expenses: $26,902
Net income: -$3,380

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$3.58	$0.00	$3.58	$0.11	$0.32	$0.20
2024Detailed filing. Detailed filing data is available for this year.	$3.78	$0.00	$3.78	$0.10	$0.32	$0.21
2023Detailed filing. Detailed filing data is available for this year.	$4.00	$0.00	$4.00	$0.03	$0.36	$0.32
2022Detailed filing. Detailed filing data is available for this year.	$4.32	$0.00	$4.32	$1.56	$0.32	$1.24
2021Detailed filing. Detailed filing data is available for this year.	$3.08	$0.00	$3.08	$0.03	$0.32	$0.34
2020Detailed filing. Detailed filing data is available for this year.	$3.43	$0.00	$3.43	$0.15	$0.28	$0.12
2017Detailed filing. Detailed filing data is available for this year.	$3.65	$0.00	$3.65	$0.21	$0.27	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$3.70	$0.00	$3.70	$0.24	$0.27	$0.03
2015Detailed filing. Detailed filing data is available for this year.	$3.74	$0.00	$3.74	$0.40	$0.33	$0.06
2014Summary only. Only limited summary data is available for this year.	$3.67	$0.00		$0.25	$0.24	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$3.67	$0.00	$3.67	$0.19	$0.25	$0.06
2012Detailed filing. Detailed filing data is available for this year.	$3.73	$0.00	$3.73		$0.30
2011Detailed filing. Detailed filing data is available for this year.	$3.72	$0.00	$3.72		$0.16