Civic Intelligence

Howard G & Daisy Jackson Charitable Scholarship Tr

990PF • Fiscal year 2015 • EIN 39-6510942

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 18, 2015

345 East Grand AvenueBeloit, WI 53511

(608) 363-8115

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

78th percentile

$2,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 36.0% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

58th percentile

3.6%

Faster asset growth than 58% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

57%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$65,999

Up $2,287 (+3.6%) from 2014

Net Assets

Up

$65,999

Up $2,287 (+3.6%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue

Up

$5,561

Up $2,019 (+57%) from 2014

Expenses

Down

$3,275

Down $969 (-23%) from 2014

Net Income

Up

$2,286

Up $2,988 (+426%) from 2014

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $62,961Liabilities 2012: $02012Assets 2013: $64,414Liabilities 2013: $1Net Assets 2013: $64,4142013Assets 2014: $63,712Liabilities 2014: $1Net Assets 2014: $63,7122014Assets 2015: $65,999Liabilities 2015: $1Net Assets 2015: $65,9992015Assets 2016: $65,923Liabilities 2016: $1Net Assets 2016: $65,9232016Assets 2017: $70,399Liabilities 2017: $0Net Assets 2017: $70,3992017Assets 2018: $71,102Liabilities 2018: $0Net Assets 2018: $71,1022018Assets 2019: $67,854Liabilities 2019: $0Net Assets 2019: $67,8542019Assets 2020: $68,070Liabilities 2020: $1Net Assets 2020: $68,0702020Assets 2021: $68,110Liabilities 2021: $1Net Assets 2021: $68,1102021Assets 2022: $71,007Liabilities 2022: $1Net Assets 2022: $71,0072022Assets 2023: $68,417Liabilities 2023: $1Net Assets 2023: $68,4172023Assets 2024: $69,287Liabilities 2024: $12024Assets 2025: $70,076Liabilities 2025: $0Net Assets 2025: $70,0762025

Highlighted filing

2015

Assets$65,999
Liabilities$1
Net Assets$65,999

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2012: $1,758Expenses 2012: $3,135Net Income 2012: -$1,3772012Revenue 2013: $5,276Expenses 2013: $3,820Net Income 2013: $1,4562013Revenue 2014: $3,542Expenses 2014: $4,244Net Income 2014: -$7022014Revenue 2015: $5,561Expenses 2015: $3,275Net Income 2015: $2,2862015Revenue 2016: $2,525Expenses 2016: $2,602Net Income 2016: -$772016Revenue 2017: $9,518Expenses 2017: $5,042Net Income 2017: $4,4762017Revenue 2018: $4,508Expenses 2018: $3,806Net Income 2018: $7022018Revenue 2019: $2,718Expenses 2019: $5,963Net Income 2019: -$3,2452019Revenue 2020: $3,812Expenses 2020: $3,597Net Income 2020: $2152020Revenue 2021: $4,640Expenses 2021: $4,606Net Income 2021: $342021Revenue 2022: $9,501Expenses 2022: $6,605Net Income 2022: $2,8962022Revenue 2023: $326Expenses 2023: $4,014Net Income 2023: -$3,6882023Revenue 2024: $4,813Expenses 2024: $3,943Net Income 2024: $8702024Revenue 2025: $5,905Expenses 2025: $5,115Net Income 2025: $7902025

Highlighted filing

2015

Revenue$5,561
Expenses$3,275
Net Income$2,286
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 18, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Howard G & Daisy Jackson Charitable
EIN
39-6510942
Address
345 EAST GRAND AVENUE, BELOIT, WI 53511

Signing Officer

Name
Fran D Sorenson
Title
Trustee
Signed
2015-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Siepert & Company Llp
Address
1920 WEST HART RD, BELOIT, WI 53511
Preparer
Brian Barnhardt
Phone
6083652266
Raw XML Appendix385 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc242.882 T ROWE PRICE CAPITAL OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31252.553 PIMCO TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc435.208 PIMCO TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc541.448 PARAMETRIC TAX MGD EMERGING MKTS INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6.88 PARAMETRIC TAX MGD EMERGING MKTS INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc736.667 NEUBERGER BERMAN GENESIS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc83.415 NEUBERGER BERMAN GENESIS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc965.934 T ROWE PRICE CAPITAL OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1089.324 SCOUT INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc118.35 SCOUT INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12189.415 WESTERN ASSET TOTAL RETURN UNCONSTRAINED I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc136.57 WESTERN ASSET TOTAL RETURN UNCONSTRAINED I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-07-02
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IRS990PF/FMVAssetsEOYAmt076280
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt063712
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt063398
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt063410
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt073691
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0314
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02589
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02589
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt063712
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt065999
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt076280
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt063712
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt065999
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt063712
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt065999
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt076670
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02114
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt074556
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01150
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03776
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt075520
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt076670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0First National Bank and Trust Compa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0ny
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0345 E Grand Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Beloit
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053511
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.081195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt075520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt076552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt069946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt064924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt068189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt064179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.274296
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01983
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01983
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01983
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0345 EAST GRAND AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BELOIT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053511
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0First National Bank and Trust Company
IRS990PF/StatementsRegardingActyGrp/PhoneNum06083638115
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application provided by Shullsburg High School Guidance Couselor
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Shullsburg HS Guidance Counselor
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06089654420
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0444 N Jundgement St
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Shullsburg
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053586
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Graduating Seniors of Shullsburg High School. Emphasis is given to financial need and scholastic record.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION BEYOND HIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Ellen Hernandez
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010561 PLEASANT VIEW ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Shullsburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053586
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0750
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/AppliedToCurrentYearAmt01983
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0209
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02030
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01708
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0322
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0271
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0209
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01983
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0593
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02301
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0WASH SALE ADJUSTMENTS
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRAN D SORENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOWARD G & DAISY JACKSON CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0396510942
ReturnHeader/Filer/USAddress/AddressLine1Txt0345 EAST GRAND AVENUE
ReturnHeader/Filer/USAddress/CityNm0BELOIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053511
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391224176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIEPERT & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01920 WEST HART RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELOIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053511
ReturnHeader/PreparerPersonGrp/PhoneNum06083652266
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN BARNHARDT
ReturnHeader/ReturnTs02015-11-18T15:00:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$70.1$0.00$70.1$5.91$5.12$0.79
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.3$0.00$4.81$3.94$0.87
2023Detailed filing. Detailed filing data is available for this year.$68.4$0.00$68.4$0.33$4.01$3.69
2022Detailed filing. Detailed filing data is available for this year.$71.0$0.00$71.0$9.50$6.61$2.90
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.1$0.00$68.1$4.64$4.61$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.1$0.00$68.1$3.81$3.60$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.9$0.00$67.9$2.72$5.96$3.25
2018Detailed filing. Detailed filing data is available for this year.$71.1$0.00$71.1$4.51$3.81$0.70
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.4$0.00$70.4$9.52$5.04$4.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.9$0.00$65.9$2.53$2.60$0.08
2015Detailed filing. Detailed filing data is available for this year.$66.0$0.00$66.0$5.56$3.28$2.29
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.7$0.00$63.7$3.54$4.24$0.70
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$64.4$0.00$64.4$5.28$3.82$1.46
2012Summary only. Only limited summary data is available for this year.$63.0$0.00$1.76$3.14$1.38