Civic Intelligence

Wanda a Hopp Trust UW Wisconsin Valley Trust Co Ttee

990PF • Fiscal year 2012 • EIN 39-6326397

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 29, 2013

Organization Profile
C/O Bmo Harris Bank Na PO Box 298053201
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

93rd percentile

$3,459

Higher top officer pay than 93% of similar nonprofits.

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

Asset Growth

44th percentile

-1.7%

Faster asset growth than 44% 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

$430,931

Down $7,268 (-1.7%) from 2011

Net Assets

$430,931

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

Down

$27,146

Down $1,225 (-4.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2010: $432,900Liabilities 2010: $0Net Assets 2010: $432,9002010Assets 2011: $438,199Liabilities 2011: $02011Assets 2012: $430,931Liabilities 2012: $0Net Assets 2012: $430,9312012Assets 2013: $431,219Liabilities 2013: $1Net Assets 2013: $431,2192013Assets 2014: $431,485Liabilities 2014: $1Net Assets 2014: $431,4852014Assets 2015: $424,776Liabilities 2015: $1Net Assets 2015: $424,7762015Assets 2019: $463,333Liabilities 2019: $02019Assets 2020: $455,204Liabilities 2020: $1Net Assets 2020: $455,2042020Assets 2021: $467,836Liabilities 2021: $1Net Assets 2021: $467,8362021Assets 2022: $428,027Liabilities 2022: $1Net Assets 2022: $428,0272022Assets 2023: $415,925Liabilities 2023: $1Net Assets 2023: $415,9252023Assets 2024: $418,479Liabilities 2024: $0Net Assets 2024: $418,4792024

Highlighted filing

2012

Assets$430,931
Liabilities$0
Net Assets$430,931
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $28,4042010Revenue 2011: $33,936Expenses 2011: $28,371Net Income 2011: $5,5652011Expenses 2012: $27,1462012Revenue 2013: $27,906Expenses 2013: $27,622Net Income 2013: $2842013Revenue 2014: $29,249Expenses 2014: $28,981Net Income 2014: $2682014Revenue 2015: $22,335Expenses 2015: $29,046Net Income 2015: -$6,7112015Revenue 2019: $33,968Expenses 2019: $28,395Net Income 2019: $5,5732019Revenue 2020: $24,909Expenses 2020: $32,938Net Income 2020: -$8,0292020Revenue 2021: $62,039Expenses 2021: $47,688Net Income 2021: $14,3512021Revenue 2022: $14,221Expenses 2022: $52,015Net Income 2022: -$37,7942022Revenue 2023: $13,457Expenses 2023: $25,549Net Income 2023: -$12,0922023Revenue 2024: $34,407Expenses 2024: $31,947Net Income 2024: $2,4602024

Highlighted filing

2012

Revenue-
Expenses$27,146
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 29, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,459-$3,459
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST PRESBYTERIAN CHURCHRELIGIOUS509(A)WAUSAU, WI, US$22,500
Filing and Contact Details

Filer

EIN
39-6326397
Raw XML AppendixShowing 400 of 558 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/Amount0800
AccountingFeesSchedule/AccountingFees/Category0BMO HARRIS BANK NA TAX PREP
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0800
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis012960
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis112708
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis21712
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis34674
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis42212
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis53367
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis610658
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis717800
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis839234
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis912802
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1012802
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1115270
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12010-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22010-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42006-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52010-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired62011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired72011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired82011-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired92011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired102011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired112011-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired122010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold62012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold72012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold82012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold92012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold102012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold112012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold122012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice010050
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice114080
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice22000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice34558
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice42098
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice54366
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice611490
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice718937
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice839161
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice913746
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1013225
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1115241
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice123150
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired6Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired7Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired8Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired9Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired10Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired11Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired12Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name01334.726 SHS CREDIT SUISSE COMMODITY FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1133.651 SHS DODGE & COX STOCK FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2120.919 SHS FMI LARGE CAP FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name380 SHS ISHARES RUSSELL MIDCAP GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name430 SHS ISHARES RUSSELL 2000 VALUE FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name550 SHS ISHARES RUSSELL 2000 GROWTH FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name6934.931 SHS BMO MID CAP VALUE FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name71495.798 SHS BMO LARGE CAP GROWTH FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name84192.838 SHS SHORT TERM INCOME FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name9100 SHS SPDR S&P 500 ETF TR UNIT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name10100 SHS SPDR S&P 500 ETF TR UNIT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name111429.743 SHS VANGUARD SHORT TERM BOND FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name12LONG TERM CAP GAIN DIV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0-2910
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet11372
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2288
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet3-116
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet4-114
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet5999
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet6832
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet71137
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet8-73
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet9944
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet10423
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet11-29
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet123150
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue065000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV067374
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond05978.158 SHS BAIRD CORE PLUS BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue024098
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue164419
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue218216
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue320000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue411000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue516486
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue628662
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue745816
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue89378
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue912000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1023223
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue118111
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1214080
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1333792
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1411500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV025396
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV166122
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV219043
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV322481
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV49097
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV516206
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV635063
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV755900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV815775
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV912654
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1024613
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV118306
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1214388
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1341299
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1412475
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock01947.582 SHS BMO TCH CORPORATE INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15882.712 SHS PIMCO TOTAL RETURN FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2795.111 SHS ASTON MONTAG & CALDWELL GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31531.394 SHS BROWN ADVISORY GROWTH EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41132.896 SHS CREDIT SUISSE COMMODITY FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5467.834 SHS DODGE & COX INTERNATIONAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6287.638 SHS DODGE & COX STOCK FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73268.988 SHS FMI LARGE CAP FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8253.946 HARBOR INTERNATIONAL FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9909.734 SHS INVESCO SMALL CAP EQUITY FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10430 SHS ISHARES TR DOW JONES SELECT FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11110 SHS ISHARES TR RUSSELL 2000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12530.727 SHS NATIXIS GATEWAY FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13290 SHS SPDR S&P 500 ETF TR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14594.623 SHS VANGUARD SELECTED VALUE FD
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount012522
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount05903
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount018425
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA018425
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome01751
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm05903
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm03459
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss03459
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps022500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss022500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm012522
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss012522
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-8514
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0152102
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss05903
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome014895
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm01751
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0207
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm071
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome01751
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps023300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03530
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss027146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome018425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses018632
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03530
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss04646
IRS990PF/BalanceSheets/CapitalStockBOY0439444
IRS990PF/BalanceSheets/CapitalStockEOY0430931
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY065000
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV067374
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0438199
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0340781
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0378818
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY01245
IRS990PF/BalanceSheets/OtherAssetsEOY0799
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0799
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY024351
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV024351
IRS990PF/BalanceSheets/TotalAssetsBOY0439444
IRS990PF/BalanceSheets/TotalAssetsEOY0430931
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0471342
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0439444
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0430931
IRS990PF/BalanceSheets/TotalNetAssetsBOY0439444
IRS990PF/BalanceSheets/TotalNetAssetsEOY0430931
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome05903
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316930
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316960
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316970
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316990
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf123169100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf123169110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf123169120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis012960
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis112708
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis21712
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis34674
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis42212
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis53367
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis610658
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis717800
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis839234
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis912802
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1012802
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1115270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-02-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-02-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42006-09-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52010-02-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-08-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-09-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92011-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102011-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112011-11-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-05-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-05-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-04-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-04-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01334.726 SHS CREDIT SUISSE COMMODITY FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1133.651 SHS DODGE & COX STK FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2120.919 SHS FMI LARGE CAP FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset380 SHS ISHARES RUSSELL MID CAP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset430 SHS ISHARES RUSSELL 2000 VALUE FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset550 SHS ISHARES RUSSELL 2000 GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6934.931 SHS BMO MID CAP VALUE FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71495.798 SHS BMO LARGE CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset84192.838 SHS BMO SHORT TERM INCOME FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9100 SHS SPDR S&P 500 ETF TR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10100 SHS SPDR S&P 500 ETF TR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset111429.743 SHS VANGUARD SHORT TERM BOND FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12LONG TERM CAP GAIN DIV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316930
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316960
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316970
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316990
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-2910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11372
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2288
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-116
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-114
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5999
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6832
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss71137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-73
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9944
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10423
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss123150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-2910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11372
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2288
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-116
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-114
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5999
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6832
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses71137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-73
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9944
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10423
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses123150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice010050
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice114080
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice22000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice34558
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice42098
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice54366
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice611490
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice718937
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice839161
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice913746
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1013225
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1115241
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice123150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss01751
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-8514
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0430931
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0439444
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0430931
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted022547
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj022547
IRS990PF/DistributableAmount/DistributableAmountBeforeDed022547
IRS990PF/DistributableAmount/MinimumInvestmentReturn022845
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0298
IRS990PF/DistributableAmount/TotalTax0298
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear018
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0316
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0298
IRS990PF/ExciseTaxBasedOnInvestmentIncm/OriginalReturnOverpayment0-316
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment018
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0298
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0298
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0316
IRS990PF/FMVAssetsEOY0471342
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0463863
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0463863
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable06958
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn022845
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0456905
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0463863
IRS990PF/NECT0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation03459
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

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
$430,931
Liabilities
$0
Net assets
$430,931
Revenue
-
Expenses
$27,146
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.34$0.32$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.13$0.26$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.14$0.52$0.38
2021Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.62$0.48$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.25$0.33$0.08
2019Summary only. Only limited summary data is available for this year.$4.63$0.00$0.34$0.28$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.22$0.29$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.29$0.29$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.28$0.28$0.00
2012Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.27
2011Summary only. Only limited summary data is available for this year.$4.38$0.00$0.34$0.28$0.06
2010Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.28