Civic Intelligence

Forward Emdowment Tr

990 • Fiscal year 2022 • EIN 39-6570412

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

Organization ProfileN/A
PO Box 12800Green Bay, WI 54307-2800

(920) 327-5610

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

78th percentile

28%

Higher net margin than 78% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

55th percentile

$7,347

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 47.9% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

47th percentile

0.6%

Faster asset growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$655,110

Up $3,932 (+0.6%) from 2021

Net Assets

Up

$655,110

Up $3,932 (+0.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin78th percentile

Revenue

Down

$15,349

Down $90,117 (-85%) from 2021

Expenses

Down

$11,085

Down $23 (-0.2%) from 2021

Net Income

Down

$4,264

Down $90,094 (-95%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$800K$600K$400K$200K$0Assets 2011: $397,447Liabilities 2011: $02011Assets 2012: $406,381Liabilities 2012: $02012Assets 2013: $421,372Liabilities 2013: $02013Assets 2014: $444,455Liabilities 2014: $02014Assets 2015: $462,130Liabilities 2015: $02015Assets 2016: $479,044Liabilities 2016: $02016Assets 2017: $501,908Liabilities 2017: $0Net Assets 2017: $501,9082017Assets 2018: $529,686Liabilities 2018: $0Net Assets 2018: $529,6862018Assets 2019: $548,292Liabilities 2019: $0Net Assets 2019: $548,2922019Assets 2020: $556,779Liabilities 2020: $0Net Assets 2020: $556,7792020Assets 2021: $651,178Liabilities 2021: $0Net Assets 2021: $651,1782021Assets 2022: $655,110Liabilities 2022: $0Net Assets 2022: $655,1102022Assets 2023: $678,484Liabilities 2023: $0Net Assets 2023: $678,4842023Assets 2024: $721,372Liabilities 2024: $0Net Assets 2024: $721,3722024

Highlighted filing

2022

Assets$655,110
Liabilities$0
Net Assets$655,110
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

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

$150K$100K$50K$0Revenue 2011: $14,579Expenses 2011: $7,849Net Income 2011: $6,7302011Revenue 2012: $19,282Expenses 2012: $10,347Net Income 2012: $8,9352012Revenue 2013: $25,121Expenses 2013: $10,217Net Income 2013: $14,9042013Revenue 2014: $31,350Expenses 2014: $8,261Net Income 2014: $23,0892014Revenue 2015: $30,979Expenses 2015: $13,304Net Income 2015: $17,6752015Revenue 2016: $23,736Expenses 2016: $6,821Net Income 2016: $16,9152016Revenue 2017: $34,427Expenses 2017: $11,378Net Income 2017: $23,0492017Revenue 2018: $39,525Expenses 2018: $13,136Net Income 2018: $26,3892018Revenue 2019: $30,986Expenses 2019: $13,264Net Income 2019: $17,7222019Revenue 2020: $20,921Expenses 2020: $12,371Net Income 2020: $8,5502020Revenue 2021: $105,466Expenses 2021: $11,108Net Income 2021: $94,3582021Revenue 2022: $15,349Expenses 2022: $11,085Net Income 2022: $4,2642022Revenue 2023: $37,046Expenses 2023: $12,552Net Income 2023: $24,4942023Revenue 2024: $56,862Expenses 2024: $15,057Net Income 2024: $41,8052024

Highlighted filing

2022

Revenue$15,349
Expenses$11,085
Net Income$4,264
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Gross Receipts
$125,025
Mission and Program Overview

Mission

To fund projects relating to conservation and related education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$651,178$655,110▲ $3,932
Investments in Publicly Traded Securities$621,040$628,243▲ $7,203
Savings and Temporary Cash Investments$30,138$26,867▼ $3,271
Total Assets$651,178$655,110▲ $3,932
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$651,178$655,110▲ $3,932
Total Liabilities and Net Assets / Fund Balance$651,178$655,110▲ $3,932
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
-Trustee$7,347$7,347
Revenue and Support

Revenue Composition

Contributions and Grants
$50
Program Service Revenue
$0
Investment Income
$15,299
Other Revenue
$0
All Other Contributions
$50
Change in Net Assets
$4,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,347
Grants and Similar Amounts Paid$3,627
Other Expenses$111
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$7,347-$7,347
Grants to Domestic Orgs$3,627--$3,627
All Other Expenses-$111-$111
Total Functional Expenses$3,627$7,458$0$11,085
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Endowment doesn't have members just a grant committee. The trustee is responsible for all duties.”

FORM 990, PAGE 6, PART VI, LINE 15A

“N/A”

FORM 990, PAGE 6, PART VI, LINE 15B

“N/A”

Form 990, Page 6, Part VI, Line 18

“If a request is made the documents are provided.”

Form 990, Page 6, Part VI, Line 19

“If a request is made the documents are provided.”

Form 990, Page 7, Part VII, Section A

“2”

Filing and Contact Details

Filer

Filer Name
Forward Endowment Trust
EIN
39-6570412
Phone
9203275610
Address
PO BOX 12800, GREEN BAY, WI 54307-2800

Signing Officer

Name
Associated Trust Company Na
Title
Trustee
Phone
9203275610
Signed
2023-05-02
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Sandra Murphy
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Timing of income adjustment: $211, adjustment for roc: $119”

Raw XML Appendix271 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO FUND PROJECTS RELATING TO CONSERVATION AND RELATED EDUCATION
IRS990/AllOtherContributionsAmt050
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0111
IRS990/AllOtherExpensesGrp/TotalAmt0111
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ASSOCIATED WEALTH MANAGEMENT
IRS990/BooksInCareOfDetail/PhoneNum09206832428
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 FRANKLIN ST PO BOX 787
IRS990/BooksInCareOfDetail/USAddress/CityNm0MANITOWOC
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0542210787
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt07347
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt07347
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt050
IRS990/CYGrantsAndSimilarPaidAmt03627
IRS990/CYInvestmentIncomeAmt015299
IRS990/CYOtherExpensesAmt0111
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt04264
IRS990/CYSalariesCompEmpBnftPaidAmt07347
IRS990/CYTotalExpensesAmt011085
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015349
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MANITOWOC COUNTY PARK & PLANNING
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt03627
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0ASSOCIATED WEALTH MANAGEMENT
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt07347
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01400
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt03627
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03627
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03627
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0111076
IRS990/GrossReceiptsAmt0125025
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt013899
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013899
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0621040
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0628243
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0109676
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO FUND PROJECTS RELATING TO CONSERVATION AND RELATED EDUCATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0651178
IRS990/NetAssetsOrFundBalancesEOYAmt0655110
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01400
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01400
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-332
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt057097
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03311
IRS990/PYInvestmentIncomeAmt048369
IRS990/PYOtherExpensesAmt077
IRS990/PYRevenuesLessExpensesAmt094358
IRS990/PYSalariesCompEmpBnftPaidAmt07720
IRS990/PYTotalExpensesAmt011108
IRS990/PYTotalRevenueAmt0105466
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt04264
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0651178
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0655110
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030138
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026867
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt057097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt070625
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013899
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011584
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010811
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014094
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012715
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt063103
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52810
IRS990ScheduleA/PublicSupportPY170Pct00.54800
IRS990ScheduleA/PublicSupportTotal170Amt070625
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt057097
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04403
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt070625
IRS990ScheduleA/TotalSupportAmt0133728
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Endowment doesn't have members just a grant committee. The trustee is responsible for all duties.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3If a request is made the documents are provided.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4If a request is made the documents are provided.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TIMING OF INCOME ADJUSTMENT: $211, ADJUSTMENT FOR ROC: $119
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0651178
IRS990/TotalAssetsEOYAmt0655110
IRS990/TotalAssetsGrp/BOYAmt0651178
IRS990/TotalAssetsGrp/EOYAmt0655110
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt050
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07458
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03627
IRS990/TotalFunctionalExpensesGrp/TotalAmt011085
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0651178
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0655110
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03627
IRS990/TotalReportableCompFromOrgAmt07347
IRS990/TotalRevenueGrp/ExclusionAmt013899
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01400
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015349
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0651178
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0655110
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASSOCIATED TRUST COMPANY NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09203275610
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORWARD ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FORW
ReturnHeader/Filer/EIN0396570412
ReturnHeader/Filer/PhoneNum09203275610
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 12800
ReturnHeader/Filer/USAddress/CityNm0GREEN BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0543072800
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 NORTH WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606061787
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02023-05-02T18:00:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$655,110
Liabilities
$0
Net assets
$655,110
Revenue
$15,349
Expenses
$11,085
Net income
$4,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.57$0.15$0.42
2023Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.37$0.13$0.24
2022Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.15$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$1.05$0.11$0.94
2020Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.21$0.12$0.09
2019Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.31$0.13$0.18
2018Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.40$0.13$0.26
2017Summary only. Only limited summary data is available for this year.$5.02$0.00$5.02$0.34$0.11$0.23
2016Summary only. Only limited summary data is available for this year.$4.79$0.00$0.24$0.07$0.17
2015Summary only. Only limited summary data is available for this year.$4.62$0.00$0.31$0.13$0.18
2014Summary only. Only limited summary data is available for this year.$4.44$0.00$0.31$0.08$0.23
2013Summary only. Only limited summary data is available for this year.$4.21$0.00$0.25$0.10$0.15
2012Summary only. Only limited summary data is available for this year.$4.06$0.00$0.19$0.10$0.09
2011Summary only. Only limited summary data is available for this year.$3.97$0.00$0.15$0.08$0.07