Civic Intelligence

Lee W Metzner Memorial Fund Tr 31L014011

990PF • Fiscal year 2012 • EIN 39-6428655

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 26, 2013

Organization Profile
MI Trust CO 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

92nd percentile

$3,000

Higher top officer pay than 92% of similar nonprofits.

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

Asset Growth

41st percentile

-2.6%

Faster asset growth than 41% 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

$95,591

Down $2,596 (-2.6%) from 2011

Net Assets

$95,591

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

$8,948

Up $648 (+7.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$150K$100K$50K$0-$50KAssets 2010: $102,150Liabilities 2010: $0Net Assets 2010: $102,1502010Assets 2011: $98,187Liabilities 2011: $02011Assets 2012: $95,591Liabilities 2012: $0Net Assets 2012: $95,5912012Assets 2013: $103,687Liabilities 2013: $1Net Assets 2013: $103,6872013Assets 2014: $105,528Liabilities 2014: $1Net Assets 2014: $105,5282014Assets 2015: $106,645Liabilities 2015: -$1252015Assets 2018: $99,474Liabilities 2018: $0Net Assets 2018: $99,4742018Assets 2019: $98,335Liabilities 2019: $1Net Assets 2019: $98,3352019Assets 2020: $99,282Liabilities 2020: $1Net Assets 2020: $99,2822020Assets 2021: $106,441Liabilities 2021: $1Net Assets 2021: $106,4412021Assets 2022: $100,993Liabilities 2022: $1Net Assets 2022: $100,9932022Assets 2023: $99,232Liabilities 2023: $1Net Assets 2023: $99,2322023Assets 2024: $101,244Liabilities 2024: $0Net Assets 2024: $101,2442024

Highlighted filing

2012

Assets$95,591
Liabilities$0
Net Assets$95,591
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KExpenses 2010: $8,2332010Revenue 2011: $4,425Expenses 2011: $8,300Net Income 2011: -$3,8752011Expenses 2012: $8,9482012Revenue 2013: $16,691Expenses 2013: $8,595Net Income 2013: $8,0962013Revenue 2014: $11,026Expenses 2014: $9,166Net Income 2014: $1,8602014Revenue 2015: $10,204Expenses 2015: $8,962Net Income 2015: $1,2422015Revenue 2018: $6,932Expenses 2018: $8,199Net Income 2018: -$1,2672018Revenue 2019: $6,968Expenses 2019: $8,182Net Income 2019: -$1,2142019Revenue 2020: $8,159Expenses 2020: $7,236Net Income 2020: $9232020Revenue 2021: $15,104Expenses 2021: $7,955Net Income 2021: $7,1492021Revenue 2022: $3,167Expenses 2022: $8,560Net Income 2022: -$5,3932022Revenue 2023: $5,815Expenses 2023: $7,577Net Income 2023: -$1,7622023Revenue 2024: $9,458Expenses 2024: $7,407Net Income 2024: $2,0512024

Highlighted filing

2012

Revenue-
Expenses$8,948
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 26, 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 Grant-SCHOLARSHIPN/AKEWAUNEE, WI, US$1,000
Paid Grant-SCHOLARSHIPN/AKEWAUNEE, WI, US$683
Paid Grant-SCHOLARSHIPN/ANEW FRANKEN, WI, US$421
Paid Grant-SCHOLARSHIPN/ALUXEMBURG, WI, US$421
Paid Grant-SCHOLARSHIPN/ACASCO, WI, US$421
Paid Grant-SCHOLARSHIPN/ALUXEMBURG, WI, US$421
Paid Grant-SCHOLARSHIPN/AALGOMA, WI, US$337
Paid Grant-SCHOLARSHIPN/AALGOMA, WI, US$337
Paid Grant-SCHOLARSHIPN/AALGOMA, WI, US$337
Paid Grant-SCHOLARSHIPN/AALGOMA, WI, US$337
Paid Grant-SCHOLARSHIPN/AALGOMA, WI, US$336
Filing and Contact Details

Filer

EIN
39-6428655
Raw XML Appendix374 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis08736
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired01990-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired11990-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice010132
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice11994
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0SEE ATTACHED SALES SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1LONG TERM CAPITAL GAIN DIVIDENDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet01396
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet11994
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount02758
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount03390
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount06148
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA06148
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0800
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm03390
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm03000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps05051
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss05051
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm02758
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss02758
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2800
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice012126
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss03390
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome03113
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm035
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss097
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps05851
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss08948
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome06148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses06148
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03035
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03897
IRS990PF/BalanceSheets/CapitalStockBOY098362
IRS990PF/BalanceSheets/CapitalStockEOY095591
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY037558
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV039554
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY054263
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV070537
IRS990PF/BalanceSheets/InvestmentsOtherBOY098187
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0175
IRS990PF/BalanceSheets/OtherAssetsEOY098
IRS990PF/BalanceSheets/OtherAssetsEOYFMV098
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY03672
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV03672
IRS990PF/BalanceSheets/TotalAssetsBOY098362
IRS990PF/BalanceSheets/TotalAssetsEOY095591
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0113861
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY098362
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY095591
IRS990PF/BalanceSheets/TotalNetAssetsBOY098362
IRS990PF/BalanceSheets/TotalNetAssetsEOY095591
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome03390
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis08736
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 GAIND DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01396
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11994
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01396
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11994
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice010132
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11994
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-2800
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases029
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal095591
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY098362
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY095591
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted05540
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj05540
IRS990PF/DistributableAmount/DistributableAmountBeforeDed05540
IRS990PF/DistributableAmount/MinimumInvestmentReturn05571
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome031
IRS990PF/DistributableAmount/TotalTax031
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax031
IRS990PF/ExciseTaxBasedOnInvestmentIncm/OriginalReturnOverpayment0-32
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment01
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal031
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome031
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments032
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0113861
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0113125
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0113125
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01697
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn05571
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0111428
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0113125
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/AdjNonchrtblAssetsAndOnePct05780
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets05749
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051596
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.046294
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.047674
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.060252
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.057125
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.046636
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0111428
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10113665
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20109199
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30100129
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40120857
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50142465
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome031
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions05851
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear105262
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear205206
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear306033
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear406904
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear506644
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.257981
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions05820
IRS990PF/QualifyingDistributions/ExpensesAndContributions05851
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm031
IRS990PF/QualifyingDistributions/QualifyingDistributions05851
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04142878460
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10111 E KILBOURN AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MILWAUKEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053202
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/StatesFiledWith0WI
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/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0OBTAIN APPLICATIONS FROM HIGH SCHOOLS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0CONTACT GUIDANCE DEPARTMENTS OF ALG
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09204877001
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101715 DIVISION STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0ALGOMA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode054201
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0337
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1337
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2337
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3337
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4336
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5421
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6421
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7421
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8421
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount10683
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10SCHOLARSHIP
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/RecipientFoundationStatus7N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0JOHN CRANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1TAYLOR DEMMIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2ZACHARY PROCHNOW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3BRITTANY REINHART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4DANIEL SHEEHY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5TIFFANY DUFEK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6KIMBERLY LACKEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7HEATHER PAVLAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8SHANE SAMPO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9CODY DIENER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10MIKAYLA GALLENBERGER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101106 6TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11E6441 WOLF RIVER CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12100 VILLA HEIGHTS CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131112 7TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14305 E GREENFIELD AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine155420 GAUTHIER RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine166426 STURGEON BAY RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17606 CHURCH AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18E481 TOWNHALL RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19N3737 HICKORY LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110N2808 APPLE LN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ALGOMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ALGOMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ALGOMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3ALGOMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ALGOMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5NEW FRANKEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6LUXEMBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7CASCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8LUXEMBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9KEWAUNEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10KEWAUNEE
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/State7WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode054201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode154201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode254201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode354201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode454201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode554229
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode654217
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode754205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode854217
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode954216
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1054216
IRS990PF/SupplementaryInformation/ShareholderManager0NA
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05051
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/AppliedToCurrentYear0800
IRS990PF/UndistributedIncome/AppliedToYear105051
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted05540
IRS990PF/UndistributedIncome/QualifyingDistributions05851
IRS990PF/UndistributedIncome/UndistributedIncomeCY04740
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear05051
OtherIncreasesSchedule/OtherIncreases/Amount029
OtherIncreasesSchedule/OtherIncreases/Description0PRIOR YEAR ACCRUAL ADJUSTMENT
TaxesSchedule/Taxes/Amount035
TaxesSchedule/Taxes/Amount130
TaxesSchedule/Taxes/Amount232
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category1PRIOR YEAR EXCISE TAX
TaxesSchedule/Taxes/Category2ESTIMATED EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome035
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396428655
ReturnHeader/Filer/Name/BusinessNameLine10METZNER LEE W MEMORIAL FUND
ReturnHeader/Filer/NameControl0METZ
ReturnHeader/Filer/Phone04142877138
ReturnHeader/Filer/USAddress/AddressLine10MI TRUST CO PO BOX 2980
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02013-04-26
ReturnHeader/Officer/Name0RICHARD STENDLER
ReturnHeader/Officer/Phone04142877138
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/Preparer/DatePrepared02013-04-29
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/Timestamp02013-04-29T08:47:44-07:00

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
$95,591
Liabilities
$0
Net assets
$95,591
Revenue
-
Expenses
$8,948
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.09$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.08$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.03$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.08$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.08$0.01
2015Summary only. Only limited summary data is available for this year.$1.07$0.00$0.10$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.11$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.17$0.09$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.09
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.04$0.08$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.08