Civic Intelligence

Phillips Russell Trust

990PF • Fiscal year 2013 • EIN 39-6276572

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 14, 2014

Bmo Harris Bank Na PO Box 2980Milwaukee, WI 53201-2980

(715) 342-3250

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

78th percentile

$3,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 33.7% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

52nd percentile

1.3%

Faster asset growth than 52% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Assets

Up

$86,440

Up $1,108 (+1.3%) from 2012

Net Assets

Up

$86,440

Up $1,108 (+1.3%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue

$8,911

No earlier filing loaded for comparison.

Expenses

Down

$7,803

Down $964 (-11%) from 2012

Net Income

$1,108

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.

$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

2013

Assets$86,440
Liabilities$1
Net Assets$86,440

Operations Trend

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

2013

Revenue$8,911
Expenses$7,803
Net Income$1,108
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 14, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,000-$3,000
Filing and Contact Details

Filer

EIN
39-6276572
Phone
7153423250

Signing Officer

Name
Richard L Stendler
Title
Trust Officer
Phone
7153423250
Signed
2014-04-14

Preparer

Preparer
Richard Stendler
Phone
4142877134
Raw XML Appendix376 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/GainLossSaleOtherAssetGrp/AcquiredDt12008-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32010-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42008-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52008-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt61990-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc088.810 SHS BMO TCH CORE PLUS BOND FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1102.444 DAVIS NY VENTURE FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2221.975 SHS FEDERATED INSTL HIGH YIELD BOND FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc395.877 SHS PIMCO INVESTMENT GRADE CORP BOND FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc468.313 SHS VANGUARD 500 INDEX FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc521.178 SHS WESTPORT FDS SMALL CAP FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6LONG TERM CAPITAL GAIN DIVIDENDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0985
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt12714
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt22246
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt31101
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt5367
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt61832
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt015
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11282
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-24
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-101
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt43156
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5128
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt61832
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02623
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06288
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08911
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08911
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06288
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03950
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02623
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02623
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01108
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt019980
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06288
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05893
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07803
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08911
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08911
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03018
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42008-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52008-11-03
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt46279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt50
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-24
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-24
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt49435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc088.810 SHS BMO TCH CORE PLUS BOND FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1102.444 SHS DAVIS NY VENTURE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2221.975 SHS FEDERATED INSTL HIGH YIELD BOND FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc395.877 SHS PIMCO INVESTMENT GRADE CORP BOND FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc468.313 SHS VANGUARD 500 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc521.178 SHS WESTPORT FDS SMALL CAP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6LONG TERM CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-08-20
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06288
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01108
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt086440
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt085332
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt086440
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04742
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04742
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04742
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04860
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0118
IRS990PF/DistributableAmountGrp/TotalTaxAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt030
IRS990PF/FMVAssetsEOYAmt099904
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt085332
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt086440
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt047561
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt047664
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt035750
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt049111
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0131
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0110
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0110
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt085201
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03019
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03019
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt085332
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt086440
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt099904
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt085332
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt086440
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt085332
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt086440
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt098672
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt098672
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01480
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04860
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt097192
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt098672
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 2980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt06007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.058860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.056933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt097192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt096347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt098404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt097762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt092092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0105510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.269874
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04750
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04750
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04750
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10500 THIRD ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0WAUSAU
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode054402
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07153423250
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER WITH AMOUNT OF TUITION NEEDED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BMO HARRIS BANK NA ATTN KIM HILGERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07153423254
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10500 THIRD ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0WAUSAU
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode054402
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FIELD OF STUDY MUST BE AGRICULTURE, FORESTRY OR CONSERVATION. MUST BE PORTAGE COUNTY RESIDENT AND MUST ATTEND A WISCONSIN SCHOOL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 1ST OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10University of Wisconsin - Stevens Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11University of Wisconsin - River Falls
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine102100 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11410 South Third Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0STEVENS POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1River Falls
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode054481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode154022
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03950
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0797
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03953
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04742
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04750
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03945
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03953
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt118
TaxesSchedule/TaxesDetail/CategoryTxt0FED EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD L STENDLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07153423250
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10PHILLIPS RUSSELL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0396276572
ReturnHeader/Filer/PhoneNum07153423250
ReturnHeader/Filer/USAddress/AddressLine10BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532012980
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10111 E Kilbourn Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142877134
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD STENDLER
ReturnHeader/ReturnTs02014-04-21T10:01:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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