Civic Intelligence

Alvin R Amundson Charitable Tr

990PF • Fiscal year 2013 • EIN 39-6274739

Apr 01, 2012 to Mar 31, 2013 • Filed on Jul 22, 2013

Organization Profile
Bmo Harris Bank Na PO Box 2980Chicago, IL 53201
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

83rd percentile

18%

Faster asset growth than 83% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

94th percentile

211%

Faster revenue growth than 94% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,943,143

Up $296,295 (+18%) from 2012

Net Assets

$1,943,143

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin92nd percentile

Revenue

Up

$420,186

Up $285,031 (+211%) from 2012

Expenses

Up

$141,689

Up $38,260 (+37%) from 2012

Net Income

Up

$278,497

Up $246,771 (+778%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,646,848Liabilities 2012: $02012Assets 2013: $1,943,143Liabilities 2013: $1Net Assets 2013: $1,943,1432013Assets 2014: $2,036,089Liabilities 2014: $02014Assets 2015: $1,850,321Liabilities 2015: $02015Assets 2016: $1,842,292Liabilities 2016: $02016Assets 2019: $1,962,086Liabilities 2019: $0Net Assets 2019: $1,962,0862019Assets 2020: $1,873,237Liabilities 2020: $1Net Assets 2020: $1,873,2372020Assets 2021: $1,876,861Liabilities 2021: $1Net Assets 2021: $1,876,8612021Assets 2022: $1,904,075Liabilities 2022: $1Net Assets 2022: $1,904,0752022Assets 2023: $1,789,531Liabilities 2023: $1Net Assets 2023: $1,789,5312023Assets 2024: $1,836,298Liabilities 2024: $1Net Assets 2024: $1,836,2982024Assets 2025: $1,863,642Liabilities 2025: $0Net Assets 2025: $1,863,6422025

Highlighted filing

2013

Assets$1,943,143
Liabilities$1
Net Assets$1,943,143
Open 2013 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $135,155Expenses 2012: $103,429Net Income 2012: $31,7262012Revenue 2013: $420,186Expenses 2013: $141,689Net Income 2013: $278,4972013Revenue 2014: $244,747Expenses 2014: $153,816Net Income 2014: $90,9312014Revenue 2015: $268,879Expenses 2015: $454,258Net Income 2015: -$185,3792015Revenue 2016: $107,018Expenses 2016: $114,509Net Income 2016: -$7,4912016Revenue 2019: $147,092Expenses 2019: $141,511Net Income 2019: $5,5812019Revenue 2020: $79,560Expenses 2020: $163,970Net Income 2020: -$84,4102020Revenue 2021: $207,256Expenses 2021: $208,288Net Income 2021: -$1,0322021Revenue 2022: $173,953Expenses 2022: $146,727Net Income 2022: $27,2262022Revenue 2023: $20,231Expenses 2023: $135,848Net Income 2023: -$115,6172023Revenue 2024: $176,251Expenses 2024: $137,211Net Income 2024: $39,0402024Revenue 2025: $180,427Expenses 2025: $157,663Net Income 2025: $22,7642025

Highlighted filing

2013

Revenue$420,186
Expenses$141,689
Net Income$278,497
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Jul 22, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCAMBRIDGE COMMUNITY LIBRARYCOMMUNITY SUPPORTN/ACAMBRIDGE, WI, US$100,000
Filing and Contact Details

Filer

EIN
39-6274739
Raw XML Appendix286 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/AccountingFees/Amount019440
AccountingFeesSchedule/AccountingFees/Category0M&I TRUST CO TAX PREP FEE
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0NONE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis01321406
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/BasisMethod0Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02013-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12013-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice019883
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice11665428
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0Capital Gains Dividend
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1Sales see attached schedule
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet019883
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1344022
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount056281
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0363905
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0CAPITAL GAIN DIVS
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0420186
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0420186
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss019440
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0363905
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0363905
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm019440
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss019440
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm056281
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss056281
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0278497
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01685311
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0363905
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0400185
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm0363905
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0561
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0363905
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0100000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm020001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0141689
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0420186
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0420186
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm020001
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss041689
IRS990PF/BalanceSheets/CapitalStockBOY01646848
IRS990PF/BalanceSheets/CapitalStockEOY01943143
IRS990PF/BalanceSheets/CashBOY093402
IRS990PF/BalanceSheets/CashEOY046711
IRS990PF/BalanceSheets/CashEOYFMV046711
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0375270
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0517332
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0544755
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01175748
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01376541
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01605188
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY02428
IRS990PF/BalanceSheets/OtherAssetsEOY02559
IRS990PF/BalanceSheets/OtherAssetsEOYFMV02559
IRS990PF/BalanceSheets/TotalAssetsBOY01646848
IRS990PF/BalanceSheets/TotalAssetsEOY01943143
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02199213
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01646848
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01943143
IRS990PF/BalanceSheets/TotalNetAssetsBOY01646848
IRS990PF/BalanceSheets/TotalNetAssetsEOY01943143
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0363905
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01321406
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12012-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-03-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-03-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0See attached schedule
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Long-term capital gain dividend
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0344022
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss119883
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0344022
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses119883
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01665428
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice119883
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0363905
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0278497
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases01774
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases019572
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01944917
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01646848
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01943143
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted091636
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj091636
IRS990PF/DistributableAmount/DistributableAmountBeforeDed091636
IRS990PF/DistributableAmount/MinimumInvestmentReturn095638
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome04002
IRS990PF/DistributableAmount/TotalTax04002
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02406
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax04002
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal04002
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome04002
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01596
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn02406
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02406
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02199213
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01941879
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01941879
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable029128
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn095638
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01912751
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01941879
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 2980
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct073785
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets069783
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.036483
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.049970
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.035697
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.036771
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.023495
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01912751
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101623425
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201926233
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301772042
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401702503
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome04002
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0100000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1081123
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2068760
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3065159
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4040000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.145933
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions095998
IRS990PF/QualifyingDistributions/ExpensesAndContributions0100000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm04002
IRS990PF/QualifyingDistributions/QualifyingDistributions0100000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MARSHALL & ILSLEY TRUST CO NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06082322003
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10401 NORTH SEGOE RD2N
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MADISON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053705
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
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/ContributingManager0NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0COMMUNITY SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CAMBRIDGE COMMUNITY LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CAMBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053223
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NA
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0100000
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/AppliedToCurrentYear010817
IRS990PF/UndistributedIncome/AppliedToPriorYears09214
IRS990PF/UndistributedIncome/AppliedToYear1079969
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted091636
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax09214
IRS990PF/UndistributedIncome/QualifyingDistributions0100000
IRS990PF/UndistributedIncome/TotalForPriorYears09214
IRS990PF/UndistributedIncome/UndistributedIncomeCY080819
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear079969
OtherDecreasesSchedule/OtherDecreases/Amount01774
OtherDecreasesSchedule/OtherDecreases/Description0ADJUSTMENT DUE TO ACCRUALS/POSTING DATES
OtherIncreasesSchedule/OtherIncreases/Amount019472
OtherIncreasesSchedule/OtherIncreases/Amount111
OtherIncreasesSchedule/OtherIncreases/Amount289
OtherIncreasesSchedule/OtherIncreases/Description0Prior years sales
OtherIncreasesSchedule/OtherIncreases/Description1Prior year wash sale
OtherIncreasesSchedule/OtherIncreases/Description2ROC
TaxesSchedule/Taxes/Amount0561
TaxesSchedule/Taxes/Amount12248
TaxesSchedule/Taxes/Category0FRGN TAXES
TaxesSchedule/Taxes/Category1ESTIMATE PAID
TaxesSchedule/Taxes/NetInvestmentIncome0561
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0396274739
ReturnHeader/Filer/Name/BusinessNameLine10AMUNDSON ALVIN R CHAR TR
ReturnHeader/Filer/NameControl0AMUN
ReturnHeader/Filer/Phone04148153791
ReturnHeader/Filer/USAddress/AddressLine10BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02013-07-22
ReturnHeader/Officer/Name0LAURA VOGEL
ReturnHeader/Officer/Phone04148153791
ReturnHeader/Officer/Title0ASST VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-07-22
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BMO HARRIS BANK NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10111 E KILBOURN AVE STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053202
ReturnHeader/Preparer/Name0LAURA VOGEL CPA
ReturnHeader/Preparer/Phone04142877134
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-04-01
ReturnHeader/TaxPeriodEndDate02013-03-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-22T04:55:56-07:00

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
$1,943,143
Liabilities
$1
Net assets
$1,943,143
Revenue
$420,186
Expenses
$141,689
Net income
$278,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.18$0.16$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.18$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.02$0.14$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.17$0.15$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.21$0.21$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.08$0.16$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.15$0.14$0.01
2016Summary only. Only limited summary data is available for this year.$1.84$0.00$0.11$0.11$0.01
2015Summary only. Only limited summary data is available for this year.$1.85$0.00$0.27$0.45$0.19
2014Summary only. Only limited summary data is available for this year.$2.04$0.00$0.24$0.15$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.42$0.14$0.28
2012Summary only. Only limited summary data is available for this year.$1.65$0.00$0.14$0.10$0.03