Civic Intelligence

Phillips Russell Trust

990PF • Fiscal year 2012 • EIN 39-6276572

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 19, 2013

Organization Profile
Bmo Harris Bank Na PO Box 298053201-2980
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

92nd percentile

$3,000

Higher top officer pay than 92% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

40th percentile

-3.0%

Faster asset growth than 40% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$85,332

Down $2,619 (-3.0%) from 2011

Net Assets

$85,332

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$8,767

Up $827 (+10%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$100K$50K$0Assets 2010: $91,889Liabilities 2010: $0Net Assets 2010: $91,8892010Assets 2011: $87,951Liabilities 2011: $02011Assets 2012: $85,332Liabilities 2012: $0Net Assets 2012: $85,3322012Assets 2013: $86,440Liabilities 2013: $1Net Assets 2013: $86,4402013Assets 2014: $85,298Liabilities 2014: $1Net Assets 2014: $85,2982014Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2012

Assets$85,332
Liabilities$0
Net Assets$85,332
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2010: $8,2052010Revenue 2011: $4,136Expenses 2011: $7,940Net Income 2011: -$3,8042011Expenses 2012: $8,7672012Revenue 2013: $8,911Expenses 2013: $7,803Net Income 2013: $1,1082013Revenue 2014: $6,880Expenses 2014: $7,988Net Income 2014: -$1,1082014Revenue 2016: $10,426Expenses 2016: $93,318Net Income 2016: -$82,8922016

Highlighted filing

2012

Revenue-
Expenses$8,767
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 19, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,000-$3,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF WISCONSIN - STEVENS POINTEDUCATIONALN/ASTEVENS POINT, WI, US$2,100
Paid GrantUNIVERSITY OF WISCONSIN - RIVER FALLSEDUCATIONALN/ARIVER FALLS, WI, US$2,100
Paid GrantNORTHCENTRAL TECHNICAL COLLEGEEDUCATIONALN/AWAUSAU, WI, US$700
Paid GrantUNIVERSITY OF WISCONSIN - OSHKOSHEDUCATIONALN/AOSHKOSH, WI, US$0
Paid GrantFOX VALLEY TECHNICAL COLLEGEEDUCATIONALN/AAPPLETON, WI, US$0
Paid GrantGLOBE UNIVERSITYEDUCATIONALN/AAPPLETON, WI, US$0
Paid GrantMID-STATE TECHNICAL COLLEGEEDUCATIONALN/ASTEVENS POINT, WI, US$0
Filing and Contact Details

Filer

EIN
39-6276572
Raw XML Appendix320 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired11990-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice011655
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice11270
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0SEE ATTACHED SALES SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1LONG TERM CAPITAL GAIN DIVIDENDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet01551
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet11270
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount03113
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount02821
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount05934
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA05934
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0800
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm02821
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm03000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps04900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss04900
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm03113
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss03113
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2833
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice012925
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss02821
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome02915
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm019
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps05700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03019
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss08767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome05934
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses05934
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03019
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03867
IRS990PF/BalanceSheets/AccountsReceivable0131
IRS990PF/BalanceSheets/AccountsReceivableBOY0214
IRS990PF/BalanceSheets/AccountsReceivableEOY0131
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV0131
IRS990PF/BalanceSheets/CapitalStockBOY088165
IRS990PF/BalanceSheets/CapitalStockEOY085332
IRS990PF/BalanceSheets/InvestmentsOtherBOY087951
IRS990PF/BalanceSheets/InvestmentsOtherEOY085201
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV096569
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY088165
IRS990PF/BalanceSheets/TotalAssetsEOY085332
IRS990PF/BalanceSheets/TotalAssetsEOYFMV096700
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY088165
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY085332
IRS990PF/BalanceSheets/TotalNetAssetsBOY088165
IRS990PF/BalanceSheets/TotalNetAssetsEOY085332
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome02821
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis010104
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired01990-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired11990-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SEE ATTACHED SALES SCHEDULE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1LONG TERM CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01551
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01551
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice011655
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-2833
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal085332
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY088165
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY085332
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted04788
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj04788
IRS990PF/DistributableAmount/DistributableAmountBeforeDed04788
IRS990PF/DistributableAmount/MinimumInvestmentReturn04817
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome029
IRS990PF/DistributableAmount/TotalTax029
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment024
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax029
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal029
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome029
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue05
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn024
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments024
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY096700
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets097814
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities097814
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01467
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn04817
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets096347
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets097814
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation03000
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/AdjNonchrtblAssetsAndOnePct05007
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets04978
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051665
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.049795
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.047104
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.057182
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.056933
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.047312
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets096347
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1098404
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2097762
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3092092
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40105510
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50122274
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome029
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions05700
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear104900
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear204605
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear305266
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear406007
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear505785
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.258326
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions05671
IRS990PF/QualifyingDistributions/ExpensesAndContributions05700
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm029
IRS990PF/QualifyingDistributions/QualifyingDistributions05700
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07153423250
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10500 THIRD ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WAUSAU
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode054402
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
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/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER WITH AMOUNT OF TUITION NEEDED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0BMO HARRIS BANK NA ATTN KIM HILGERS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07153423254
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10500 THIRD ST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WAUSAU
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode054402
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0FIELD OF STUDY MUST BE AGRICULTURE, FORESTRY OR CONSERVATION. MUST BE PORTAGE COUNTY RESIDENT AND MUST ATTEND A WISCONSIN SCHOOL.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0MARCH 1ST OF EACH YEAR
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount20
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount40
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount50
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount60
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF WISCONSIN - STEVENS POINT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11UNIVERSITY OF WISCONSIN - RIVER FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12UNIVERSITY OF WISCONSIN - OSHKOSH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13NORTHCENTRAL TECHNICAL COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14FOX VALLEY TECHNICAL COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15GLOBE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16MID-STATE TECHNICAL COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102100 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11410 SOUTH THIRD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12800 ALGOMA BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131000 W CAMPUS DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 2277
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine155045 WEST GRANDE MARKET DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16933 MICHIGAN AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0STEVENS POINT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1RIVER FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2OSHKOSH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3WAUSAU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4APPLETON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5APPLETON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6STEVENS POINT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode054481
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode154022
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode254901
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode354401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode454912
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode554913
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode654481
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear04900
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/AppliedToCurrentYear0835
IRS990PF/UndistributedIncome/AppliedToYear104865
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04788
IRS990PF/UndistributedIncome/QualifyingDistributions05700
IRS990PF/UndistributedIncome/UndistributedIncomeCY03953
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear04865
TaxesSchedule/Taxes/Amount048
TaxesSchedule/Taxes/Amount119
TaxesSchedule/Taxes/Category0FED EXCISE TAX
TaxesSchedule/Taxes/Category1foreign tax
TaxesSchedule/Taxes/NetInvestmentIncome019
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396276572
ReturnHeader/Filer/Name/BusinessNameLine10PHILLIPS RUSSELL TRUST
ReturnHeader/Filer/NameControl0PHIL
ReturnHeader/Filer/Phone07153423250
ReturnHeader/Filer/USAddress/AddressLine10BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532012980
ReturnHeader/Officer/DateSigned02013-04-19
ReturnHeader/Officer/Name0RICHARD L STENDLER
ReturnHeader/Officer/Phone07153423250
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/Preparer/DatePrepared02013-04-21
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/Name0RICHARD STENDLER
ReturnHeader/Preparer/Phone04142877134
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-21T04:26:52-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,332
Liabilities
$0
Net assets
$85,332
Revenue
-
Expenses
$8,767
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$10.4$93.3$82.9
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.3$0.00$85.3$6.88$7.99$1.11
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$86.4$0.00$86.4$8.91$7.80$1.11
2012Detailed filing. Detailed filing data is available for this year.$85.3$0.00$85.3$8.77
2011Summary only. Only limited summary data is available for this year.$88.0$0.00$4.14$7.94$3.80
2010Detailed filing. Detailed filing data is available for this year.$91.9$0.00$91.9$8.21