Civic Intelligence

A & J Rewald Scholorship Tr

990PF • Fiscal year 2014 • EIN 39-6591984

Jan 01, 2014 to Dec 31, 2014 • Filed on May 04, 2015

Organization Profile
BMO Harris Bank NA PO Box 2980Milwaukee, WI 53201

(414) 287-7142

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$54,178

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

50th percentile

2.3%

Faster asset growth than 50% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$7,765,097

Up $174,530 (+2.3%) from 2013

Net Assets

Up

$7,765,097

Up $174,530 (+2.3%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin81st percentile

Revenue

Down

$628,999

Down $211,754 (-25%) from 2013

Expenses

Up

$432,690

Up $11,999 (+2.9%) from 2013

Net Income

Down

$196,309

Down $223,753 (-53%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$10M$5.0M$0Assets 2010: $6,851,159Liabilities 2010: $0Net Assets 2010: $6,851,1592010Assets 2011: $6,871,933Liabilities 2011: $0Net Assets 2011: $6,871,9332011Assets 2012: $7,173,827Liabilities 2012: $0Net Assets 2012: $7,173,8272012Assets 2013: $7,590,567Liabilities 2013: $1Net Assets 2013: $7,590,5672013Assets 2014: $7,765,097Liabilities 2014: $1Net Assets 2014: $7,765,0972014Assets 2015: $7,838,272Liabilities 2015: $1Net Assets 2015: $7,838,2722015Assets 2016: $7,729,680Liabilities 2016: $0Net Assets 2016: $7,729,6802016Assets 2017: $7,850,306Liabilities 2017: $0Net Assets 2017: $7,850,3062017Assets 2018: $7,927,127Liabilities 2018: $0Net Assets 2018: $7,927,1272018Assets 2019: $7,841,801Liabilities 2019: $1Net Assets 2019: $7,841,8012019Assets 2020: $7,906,007Liabilities 2020: $1Net Assets 2020: $7,906,0072020Assets 2021: $8,502,553Liabilities 2021: $1Net Assets 2021: $8,502,5532021Assets 2022: $8,308,770Liabilities 2022: $1Net Assets 2022: $8,308,7702022Assets 2023: $8,307,020Liabilities 2023: $1Net Assets 2023: $8,307,0202023Assets 2024: $8,516,522Liabilities 2024: $0Net Assets 2024: $8,516,5222024

Highlighted filing

2014

Assets$7,765,097
Liabilities$1
Net Assets$7,765,097
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $405,1462010Expenses 2011: $380,8042011Expenses 2012: $403,7842012Revenue 2013: $840,753Expenses 2013: $420,691Net Income 2013: $420,0622013Revenue 2014: $628,999Expenses 2014: $432,690Net Income 2014: $196,3092014Revenue 2015: $516,539Expenses 2015: $443,364Net Income 2015: $73,1752015Revenue 2016: $364,725Expenses 2016: $471,938Net Income 2016: -$107,2132016Revenue 2017: $576,114Expenses 2017: $455,486Net Income 2017: $120,6282017Revenue 2018: $550,659Expenses 2018: $473,764Net Income 2018: $76,8952018Revenue 2019: $387,514Expenses 2019: $472,913Net Income 2019: -$85,3992019Revenue 2020: $549,567Expenses 2020: $486,375Net Income 2020: $63,1922020Revenue 2021: $1,103,444Expenses 2021: $506,514Net Income 2021: $596,9302021Revenue 2022: $368,159Expenses 2022: $562,972Net Income 2022: -$194,8132022Revenue 2023: $513,513Expenses 2023: $513,664Net Income 2023: -$1512023Revenue 2024: $749,596Expenses 2024: $539,970Net Income 2024: $209,6262024

Highlighted filing

2014

Revenue$628,999
Expenses$432,690
Net Income$196,309
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 4, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$54,178-$54,178
STEVEN VONDERHEIDEBoard-$1,500-$1,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSt Mary's Grade SchoolSchool AwardN/ABurlington, WI, US$108,769
Paid GrantSt John's Grade SchoolSchool Awardn/aBurlington, WI, US$88,679
Paid GrantSt Charles Grade SchoolSchool AwardN/ABurlington, WI, US$85,706
Paid GrantCatholic Centeral High SchoolSchool AwardN/ABurlington, WI, US$74,232
Filing and Contact Details

Filer

Filer Name
AB Rewald & Jeanette Rewald Rewald Scholarship Trust
EIN
39-6591984
Phone
4142877142
Address
BMO Harris Bank NA PO Box 2980, Milwaukee, WI 53201

Signing Officer

Name
Laura Vogel
Title
Assistant Vice President
Phone
4142877142
Signed
2015-05-04

Preparer

Firm
BMO Harris Bank NA
Address
111 E Kilbourn Ave Ste 200, Milwaukee, WI 53202
Preparer
Laura Vogel CPA
Phone
4142877134
Raw XML AppendixShowing 400 of 422 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/GainLossSaleOtherAssetGrp/AcquiredDt02012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Long-Term Capital Gains see attached detail
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Short-term capital gains - see attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2Capital Gain Dividends - see attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3Section 1250 Sales
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt05223829
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt114435
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt1Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt05441089
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1196383
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt225
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0217260
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-14435
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2196383
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt325
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm035015.142 Baird Core Plus Bond Fd #71
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1148743.798 BMO TCH Core Plus Bond Fd
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm212443.473 Federated Institutional High Yield
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm312553.753 Fidelity Advisor Floating Rate High Income
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4898. Gnma II GTD Pass Thru CTF Pool #2659
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5282.470 GNMA GTD Pass Thru CTF Pool #511734
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm626441.636 Pimco Unconstrained Bond Fd
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm728039.781 Vanguard Sht Term Invt Grade
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0390419
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11722110
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2128666
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3125161
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt42588
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt51839
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6296146
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7301147
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0390069
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11744765
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2122942
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3120642
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt41050
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5293
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6295617
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7298904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0135045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1219851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2396677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3360888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4168474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5453910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6316618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7300452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt872481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9289861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101479210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1137653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12110252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1343012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14141266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0225890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1220003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2497850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3364674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4200666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5430948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6427475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7425683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8114082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9389439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101680208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1197731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12283358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1338135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14184516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm09167.596 Artisan Mid Cap Value Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111696.074 BMO Small-Cap Growth FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211822.619 Dodge & Cox International
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32015.459 Dodge & Cox Stock Fd #145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43605.853 Goldman Sachs Small Cap Value FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56652.491 Harbor International Fd #2011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67304.765 Harbor Capital Appreciation Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78194.082 T Rowe Growth Stock Fund #40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81512.227 T Rowe Price Mid-Cap Growth Fund #64
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95953.773 Vanguard Institutional Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108905.539 Vanguard Institutional Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111749.249 Vanguard Small Cap Indes Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128385.857 Vanguard Mid Cap Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131840.481 Wells Fargo Advantage Emerging Markets Equity Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145601.568 Wells Fargo Advantage Discovery
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0229766
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0399233
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1CONTRIBUTIONS REFUNDED
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0628999
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0628999
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0399234
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt054178
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt054178
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0357386
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0357386
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0229766
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0229766
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0196309
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05637497
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0399233
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0573347
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01475
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019726
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0358786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt055653
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0432690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0629000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0628999
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt055653
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt075304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05223829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0217260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-14435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2196384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0217260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-14435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2196384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05441089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2196384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Long-term sales - see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Short-term sales - see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gains dividends - see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Section 1250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0399234
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-14435
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0196309
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt021800
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt021
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07786897
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07590567
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07765097
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0422010
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0422010
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0422010
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0433477
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011467
IRS990PF/DistributableAmountGrp/TotalTaxAmt011467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-15648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015648
IRS990PF/FMVAssetsEOYAmt08826311
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07590567
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07765097
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04589225
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02968076
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02974282
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02708323
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04525650
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05580658
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt021973
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt08272
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt08272
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0271046
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0263099
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0263099
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07590567
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07765097
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08826311
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07590567
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07765097
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07590567
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07765097
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08801562
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08801562
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0132023
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0433477
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08669539
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08801562
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BMO Harris NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt054178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEVEN VONDERHEIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Board
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 2980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O MI BANK 200 S PINE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0405812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0411545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0342512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0336619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0334291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0347557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0351799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08669539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08115832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07562522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07432417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07164996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06533400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0358786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.234045
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0358786
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0358786
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0358786
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0111 E Kilbourn
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Milwaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO Harris Bank NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142878845
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt085706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt174232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2108769
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt388679
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0School Award
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1School Award
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2School Award
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3School Award
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0St Charles Grade School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Catholic Centeral High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2St Mary's Grade School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3St John's Grade School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0449 Conkey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1233 W State St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2225 West State Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3198 Westridge Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Burlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Burlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Burlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Burlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0357386
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/AppliedToCurrentYearAmt0358786
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0422010
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt028966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028266
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt028966
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0358786
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028966
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034258
OtherDecreasesSchedule/OtherDecreasesDetail/Amt021800
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Previous Change in accruals -2013
OtherIncreasesSchedule/OtherIncreasesDetail/Amt014
OtherIncreasesSchedule/OtherIncreasesDetail/Amt17
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Interest Paid on Purchase
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Current Accruals - 2014
TaxesSchedule/TaxesDetail/Amt015648
TaxesSchedule/TaxesDetail/Amt12603
TaxesSchedule/TaxesDetail/Amt21475
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Estimated Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Tax Payment
TaxesSchedule/TaxesDetail/CategoryTxt2Foriegn taxes paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01475
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA VOGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE PRESIDENT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,765,097
Liabilities
$1
Net assets
$7,765,097
Revenue
$628,999
Expenses
$432,690
Net income
$196,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$0.75$0.54$0.21
2023Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.51$0.51$0.00
2022Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.37$0.56$0.19
2021Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$1.10$0.51$0.60
2020Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.55$0.49$0.06
2019Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.39$0.47$0.09
2018Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.55$0.47$0.08
2017Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.58$0.46$0.12
2016Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.36$0.47$0.11
2015Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.52$0.44$0.07
2014Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.63$0.43$0.20
2013Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.84$0.42$0.42
2012Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.40
2011Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.38
2010Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.41