Civic Intelligence

Owen G Duncan Charitable Remainder Unitrust

990PF • Fiscal year 2012 • EIN 39-6235682

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

US Bank Na PO Box 790053707-7900
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$257,026

Flat from 2012

Net Assets

$257,026

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$21,208

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $276,720Liabilities 2010: $0Net Assets 2010: $276,7202010Assets 2011: $270,833Liabilities 2011: $0Net Assets 2011: $270,8332011Assets 2012: $257,026Liabilities 2012: $0Net Assets 2012: $257,0262012Assets 2012: $257,026Liabilities 2012: $12012Assets 2013: $243,149Liabilities 2013: $1Net Assets 2013: $243,1492013Assets 2014: $235,156Liabilities 2014: $1Net Assets 2014: $235,1562014Assets 2015: $226,343Liabilities 2015: $1Net Assets 2015: $226,3432015Assets 2016: $224,012Liabilities 2016: $0Net Assets 2016: $224,0122016Assets 2017: $227,540Liabilities 2017: $0Net Assets 2017: $227,5402017Assets 2018: $264,512Liabilities 2018: $0Net Assets 2018: $264,5122018Assets 2019: $291,569Liabilities 2019: $1Net Assets 2019: $291,5692019Assets 2020: $291,734Liabilities 2020: $1Net Assets 2020: $291,7342020Assets 2021: $323,797Liabilities 2021: $1Net Assets 2021: $323,7972021Assets 2022: $319,915Liabilities 2022: $1Net Assets 2022: $319,9152022Assets 2023: $310,414Liabilities 2023: $1Net Assets 2023: $310,4142023Assets 2024: $303,319Liabilities 2024: $0Net Assets 2024: $303,3192024

Highlighted filing

2012

Assets$257,026
Liabilities$0
Net Assets$257,026

Operations Trend

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $17,6682010Expenses 2011: $19,5892011Expenses 2012: $21,2082012Revenue 2012: $7,401Expenses 2012: $21,208Net Income 2012: -$13,8072012Revenue 2013: $7,277Expenses 2013: $21,210Net Income 2013: -$13,9332013Revenue 2014: $15,128Expenses 2014: $23,044Net Income 2014: -$7,9162014Revenue 2015: $16,176Expenses 2015: $24,990Net Income 2015: -$8,8142015Revenue 2016: $22,321Expenses 2016: $24,856Net Income 2016: -$2,5352016Revenue 2017: $46,565Expenses 2017: $24,803Net Income 2017: $21,7622017Revenue 2018: $46,074Expenses 2018: $27,337Net Income 2018: $18,7372018Revenue 2019: $54,680Expenses 2019: $27,624Net Income 2019: $27,0562019Revenue 2020: $27,249Expenses 2020: $27,038Net Income 2020: $2112020Revenue 2021: $61,054Expenses 2021: $28,529Net Income 2021: $32,5252021Revenue 2022: $28,246Expenses 2022: $31,807Net Income 2022: -$3,5612022Revenue 2023: $18,555Expenses 2023: $27,837Net Income 2023: -$9,2822023Revenue 2024: $20,760Expenses 2024: $27,641Net Income 2024: -$6,8812024

Highlighted filing

2012

Revenue-
Expenses$21,208
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrusteeFT$4,538-$4,538
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTHLAND COLLEGESUPPORT OF OPERATIONSPUBLIC CHARITYASHLAND, WI, US$15,448
Filing and Contact Details

Filer

EIN
39-6235682
Raw XML Appendix326 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
InvestmentsOtherSchedule2/InvestmentsOther/BookValue041306
InvestmentsOtherSchedule2/InvestmentsOther/BookValue128638
InvestmentsOtherSchedule2/InvestmentsOther/BookValue224203
InvestmentsOtherSchedule2/InvestmentsOther/BookValue317654
InvestmentsOtherSchedule2/InvestmentsOther/BookValue413763
InvestmentsOtherSchedule2/InvestmentsOther/BookValue510000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue613991
InvestmentsOtherSchedule2/InvestmentsOther/BookValue743069
InvestmentsOtherSchedule2/InvestmentsOther/BookValue88390
InvestmentsOtherSchedule2/InvestmentsOther/BookValue925999
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1025615
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0ISHARES DJ SELECT DIVIDEND ETF
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1NUVEEN SHORT TERM BOND FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2I SHARES RUSSELL 1000 INDEX
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3ISHARES MSCI EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4ISHARES DJ US REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5NUVEEN REAL ESTATE SECURIT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6MIDCAP SPDR TRUST SERIES
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7POWERSHARES QQQ NASDAQ 100
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8I SHARES MSCI EAFE INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9IPATH DOW JONES UBS COMMODITY
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10ISHARES CORE S&P SMALL-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV045792
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV128960
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV239575
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV333263
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV416168
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV512018
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV627857
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV765130
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV85686
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV924810
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1031240
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount07158
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0243
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount07401
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA07401
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0243
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0454
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm04084
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss04538
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps015448
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss015448
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm07237
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss07158
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-13807
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice014987
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0243
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome03284
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps0750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0750
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0112
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0472
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps016652
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm04196
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss021208
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome07480
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses07401
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01204
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm04196
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss05760
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0270833
IRS990PF/BalanceSheets/CapitalStockEOY0257920
IRS990PF/BalanceSheets/CashBOY068
IRS990PF/BalanceSheets/InvestmentsOtherBOY0266370
IRS990PF/BalanceSheets/InvestmentsOtherEOY0252628
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0330499
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsEOY0-894
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY04395
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY04398
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV04398
IRS990PF/BalanceSheets/TotalAssetsBOY0270833
IRS990PF/BalanceSheets/TotalAssetsEOY0257026
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0334897
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0270833
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0257026
IRS990PF/BalanceSheets/TotalNetAssetsBOY0270833
IRS990PF/BalanceSheets/TotalNetAssetsEOY0257026
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0243
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis03304
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1157
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis211440
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0331.36 NUVEEN SHORT TERM BOND FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset115.53875 NUVEEN SHORT TERM BOND FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21142.67425 NUVEEN SHORT TERM BOND FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss029
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss255
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss320
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses029
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses255
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice03333
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice211495
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-13807
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0257026
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0270833
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0257026
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted016632
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj016632
IRS990PF/DistributableAmount/DistributableAmountBeforeDed016632
IRS990PF/DistributableAmount/MinimumInvestmentReturn016698
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome066
IRS990PF/DistributableAmount/TotalTax066
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear068
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded056
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0190
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax066
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0124
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal066
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome066
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0190
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0334897
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0339049
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances02462
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0336587
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05086
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn016698
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0333963
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0339049
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation04538
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0US BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 7
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0EAU CLAIRE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0547020007
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions016652
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions016652
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions016652
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07158396478
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10131 S BARSTOW STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0EAU CLAIRE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode054701
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0true
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount015448
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT OF OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10NORTHLAND COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20ATTN BUSINESS OFFICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101411 ELLIS AVE S
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ASHLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0548063925
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear015448
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01204
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1015448
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted016632
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions016652
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY015428
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear015448
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0750
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps0750
TaxesSchedule/Taxes/Amount0112
TaxesSchedule/Taxes/Amount1360
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category1EXCISE TAX PAYMENTS
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome0112
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0396235682
ReturnHeader/Filer/Name/BusinessNameLine10O G DUNCAN CHARIT REM UNITRUST 000011594800
ReturnHeader/Filer/NameControl0DUNC
ReturnHeader/Filer/Phone07158396478
ReturnHeader/Filer/USAddress/AddressLine10US BANK NA PO BOX 7900
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0537077900
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0US BANK NA
ReturnHeader/Officer/Phone07158396478
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T14:55:40-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.21$0.28$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.19$0.28$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.28$0.32$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.61$0.29$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.27$0.27$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.55$0.28$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.46$0.27$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.47$0.25$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.22$0.25$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.16$0.25$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.15$0.23$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.07$0.21$0.14
2012Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.21
2012Summary only. Only limited summary data is available for this year.$2.57$0.00$0.07$0.21$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.20
2010Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.18