Civic Intelligence

Allan V B Clark Residual Trust 301428600 First Wisc Tr Co Ttee

990PF • Fiscal year 2019 • EIN 39-6221589

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 19, 2020

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(414) 765-5870

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-78%

Higher net margin than 8% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$5,071

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 44.3% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-3.0%

Faster asset growth than 38% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$285,548

Down $8,936 (-3.0%) from 2018

Net Assets

Down

$285,548

Down $8,936 (-3.0%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin8th percentile

Revenue

Down

$11,455

Down $3,188 (-22%) from 2018

Expenses

Down

$20,339

Down $504 (-2.4%) from 2018

Net Income

Down

-$8,884

Down $2,684 (-43%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$400K$300K$200K$100K$0Assets 2010: $297,772Liabilities 2010: $0Net Assets 2010: $297,7722010Assets 2011: $291,944Liabilities 2011: $12011Assets 2012: $292,446Liabilities 2012: $0Net Assets 2012: $292,4462012Assets 2013: $337,538Liabilities 2013: $0Net Assets 2013: $337,5382013Assets 2014: $332,490Liabilities 2014: $0Net Assets 2014: $332,4902014Assets 2015: $324,140Liabilities 2015: $0Net Assets 2015: $324,1402015Assets 2016: $307,963Liabilities 2016: $0Net Assets 2016: $307,9632016Assets 2017: $300,703Liabilities 2017: $0Net Assets 2017: $300,7032017Assets 2018: $294,484Liabilities 2018: $0Net Assets 2018: $294,4842018Assets 2019: $285,548Liabilities 2019: $1Net Assets 2019: $285,5482019Assets 2020: $284,997Liabilities 2020: $0Net Assets 2020: $284,9972020Assets 2021: $326,114Liabilities 2021: $0Net Assets 2021: $326,1142021Assets 2022: $312,718Liabilities 2022: $0Net Assets 2022: $312,7182022Assets 2023: $300,107Liabilities 2023: $0Net Assets 2023: $300,1072023Assets 2024: $290,852Liabilities 2024: $0Net Assets 2024: $290,8522024

Highlighted filing

2019

Assets$285,548
Liabilities$1
Net Assets$285,548
Open 2019 Filing

Operations Trend

Revenue Growth23rd percentile

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

$100K$50K$0-$50KExpenses 2010: $15,9672010Revenue 2011: $12,775Expenses 2011: $18,604Net Income 2011: -$5,8292011Expenses 2012: $20,0072012Revenue 2013: $65,889Expenses 2013: $20,795Net Income 2013: $45,0942013Revenue 2014: $18,491Expenses 2014: $23,269Net Income 2014: -$4,7782014Revenue 2015: $13,399Expenses 2015: $21,765Net Income 2015: -$8,3662015Revenue 2016: $4,207Expenses 2016: $20,611Net Income 2016: -$16,4042016Revenue 2017: $12,216Expenses 2017: $19,477Net Income 2017: -$7,2612017Revenue 2018: $14,643Expenses 2018: $20,843Net Income 2018: -$6,2002018Revenue 2019: $11,455Expenses 2019: $20,339Net Income 2019: -$8,8842019Revenue 2020: $20,271Expenses 2020: $20,818Net Income 2020: -$5472020Revenue 2021: $62,220Expenses 2021: $20,928Net Income 2021: $41,2922021Revenue 2022: $9,661Expenses 2022: $23,056Net Income 2022: -$13,3952022Revenue 2023: $8,827Expenses 2023: $21,437Net Income 2023: -$12,6102023Revenue 2024: $10,863Expenses 2024: $20,112Net Income 2024: -$9,2492024

Highlighted filing

2019

Revenue$11,455
Expenses$20,339
Net Income-$8,884
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 19, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$5,071-$5,071
Filing and Contact Details

Filer

Filer Name
Allan V B Clark Residual
EIN
39-6221589
Phone
4147655870
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
US Bank N a
Title
Trustee
Phone
4147655870
Signed
2020-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 504 raw XML fields

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt618750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt711651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt99292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1010675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt128292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt153367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt169786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt172377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0585.226 CAMBIAR INTL EQUITY FUND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc135.512 CAMBIAR INTL EQUITY FUND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2489.87 INV BALANCE RISK COMM STR Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31583.661 FEDERATED INST HI YLD BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4236.998 LOOMIS SAYLES STRATEGIC ALPHA FUND Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5667.232 LOOMIS SAYLES STRATEGIC ALPHA FUND Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61683.116 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7779.358 ROBECO BOSTON PARTNERS L S RSRCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8351.926 SALIENT MLP ENERGY INFRASTRUCTURE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91144.295 TCW EMERGING MARKETS INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10754.972 BARON EMERGING MARKETS INSTITUTIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1176. VANGUARD REIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12163. ISHARES FLOATING RATE BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13279.017 BAIRD AGGREGATE BOND FD INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14323.028 JOHN HANCOCK FDS III DISCPLN V I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1546.351 VANGUARD SMALL CAP INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16199. VANGUARD SHORT-TERM T I P S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17170.267 BLACK ROCK INTERNAYIONAL INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03578
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8884
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt052
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0285600
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0294484
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0285548
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015910
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015910
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015910
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015981
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt071
IRS990PF/DistributableAmountGrp/TotalTaxAmt071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0100
IRS990PF/FMVAssetsEOYAmt0331404
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0294484
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0285548
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0109546
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0107702
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0110321
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0177456
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0167379
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0210616
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0213
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0127
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0127
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07133
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010340
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010340
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0294484
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0285548
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0331404
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0294484
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0285548
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0294484
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0285548
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0324485
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08116
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0316369
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04867
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015981
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0319618
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0324485
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 0634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0532010634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt015890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt015961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt016046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt015270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt016669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt016980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt015801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046956
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0319618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0324570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0325197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0304773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0326792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0347046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.248577
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016021
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016092
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt071
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016092
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
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/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04147655870
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$285,548
Liabilities
$1
Net assets
$285,548
Revenue
$11,455
Expenses
$20,339
Net income
-$8,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.11$0.20$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.09$0.21$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.10$0.23$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.62$0.21$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.20$0.21$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.11$0.20$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$0.15$0.21$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.12$0.19$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.00$3.08$0.04$0.21$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.13$0.22$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.18$0.23$0.05
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.38$0.00$3.38$0.66$0.21$0.45
2012Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.20
2011Summary only. Only limited summary data is available for this year.$2.92$0.00$0.13$0.19$0.06
2010Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.16