Civic Intelligence

Robert E & Bernice F Seefeld Charitable Trust

990PF • Fiscal year 2017 • EIN 39-6592789

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 18, 2018

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(920) 424-4283

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

4th percentile

-111%

Higher net margin than 4% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$35,139

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 50.7% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

27th percentile

-2.5%

Faster asset growth than 27% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-14%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,499,515

Down $64,700 (-2.5%) from 2016

Net Assets

Down

$2,499,515

Down $64,700 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin4th percentile

Revenue

Down

$69,343

Down $10,838 (-14%) from 2016

Expenses

Down

$146,241

Down $10,610 (-6.8%) from 2016

Net Income

Down

-$76,898

Down $228 (-0.3%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,440,008Liabilities 2010: $0Net Assets 2010: $2,440,0082010Assets 2011: $2,491,976Liabilities 2011: $0Net Assets 2011: $2,491,9762011Assets 2012: $2,381,447Liabilities 2012: $0Net Assets 2012: $2,381,4472012Assets 2013: $2,433,364Liabilities 2013: $0Net Assets 2013: $2,433,3642013Assets 2014: $2,694,565Liabilities 2014: $0Net Assets 2014: $2,694,5652014Assets 2015: $2,640,995Liabilities 2015: $0Net Assets 2015: $2,640,9952015Assets 2016: $2,564,215Liabilities 2016: $0Net Assets 2016: $2,564,2152016Assets 2017: $2,499,515Liabilities 2017: $0Net Assets 2017: $2,499,5152017Assets 2018: $2,465,745Liabilities 2018: $0Net Assets 2018: $2,465,7452018Assets 2019: $2,355,082Liabilities 2019: $0Net Assets 2019: $2,355,0822019Assets 2020: $2,244,249Liabilities 2020: $0Net Assets 2020: $2,244,2492020Assets 2021: $2,258,358Liabilities 2021: $0Net Assets 2021: $2,258,3582021Assets 2022: $2,373,633Liabilities 2022: $0Net Assets 2022: $2,373,6332022Assets 2023: $2,295,202Liabilities 2023: $0Net Assets 2023: $2,295,2022023Assets 2024: $2,249,453Liabilities 2024: $0Net Assets 2024: $2,249,4532024

Highlighted filing

2017

Assets$2,499,515
Liabilities$0
Net Assets$2,499,515
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $120,2912010Expenses 2011: $123,8462011Expenses 2012: $176,7822012Revenue 2013: $203,445Expenses 2013: $151,528Net Income 2013: $51,9172013Revenue 2014: $425,524Expenses 2014: $162,570Net Income 2014: $262,9542014Revenue 2015: $119,446Expenses 2015: $173,559Net Income 2015: -$54,1132015Revenue 2016: $80,181Expenses 2016: $156,851Net Income 2016: -$76,6702016Revenue 2017: $69,343Expenses 2017: $146,241Net Income 2017: -$76,8982017Revenue 2018: $107,829Expenses 2018: $141,325Net Income 2018: -$33,4962018Revenue 2019: $66,062Expenses 2019: $176,653Net Income 2019: -$110,5912019Revenue 2020: $29,840Expenses 2020: $139,961Net Income 2020: -$110,1212020Revenue 2021: $160,165Expenses 2021: $145,403Net Income 2021: $14,7622021Revenue 2022: $267,962Expenses 2022: $152,674Net Income 2022: $115,2882022Revenue 2023: $72,954Expenses 2023: $151,381Net Income 2023: -$78,4272023Revenue 2024: $100,061Expenses 2024: $145,806Net Income 2024: -$45,7452024

Highlighted filing

2017

Revenue$69,343
Expenses$146,241
Net Income-$76,898
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 18, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$35,139-$35,139
Filing and Contact Details

Filer

Filer Name
Robert and Bernice Seefeld Chart
EIN
39-6592789
Phone
9204244283
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
9204244283
Signed
2018-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 587 raw XML fields

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-23165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-10991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt93
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-67
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt262123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2180637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt320607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4208954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1131118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1214751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1419365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt153474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1719907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt182913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt203993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt217705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt242402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt258551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2615708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0303.552 PARAMETRIC EMERGING MARKETS INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11305.769 HEARTLAND SELECT VALUE INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26351.502 HEARTLAND SELECT VALUE INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc396.815 LEGG MASON CLEARBRIDGE AGR GRW I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4981.698 LEGG MASON CLEARBRIDGE AGR GRW I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52.665 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6120.75062 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7.30038 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc83.698 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc97.348 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10.854 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11148.443 VANGUARD 500 IDX ADML
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12591.444 CAMBIAR INTL EQUITY FUND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13467.951 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141382.209 PARAMETRIC EMERGING MARKETS INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15349.53 FEDERATED INST HI YLD BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1683.719 JPMORGAN TR I US SMALL CO FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc171482.243 COHO REL VALUE EQUITY INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18293.915 LOOMIS SAYLES STRATEGIC ALPHA FUND Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19.305 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20359.724 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21480.676 ROBECO BOSTON PARTNERS L S RSRCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22304.43955 ROWE T PRICE INTL FDS INC INTL BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2324.37245 ROWE T PRICE INTL FDS INC INTL BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24288.316 TCW EMERGING MARKETS INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2549.269 VANGUARD MID CAP INDEX-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2671.172 VANGUARD 500 IDX ADML
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04700
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-76898
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0171
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt012369
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02499686
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02564215
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02499515
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0126762
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0126762
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0126762
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0127546
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0784
IRS990PF/DistributableAmountGrp/TotalTaxAmt0784
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0894
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0784
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0784
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0784
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0894
IRS990PF/FMVAssetsEOYAmt02705897
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02564215
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02499515
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01842
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt014666
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt014666
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0870894
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0876307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01554176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01755145
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt027321
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01805
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01805
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02480563
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt054489
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt057974
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt057974
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02564215
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02499515
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02705897
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02564215
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02499515
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02564215
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02499515
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02589756
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt029494
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02560262
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038846
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0127546
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02550910
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02589756
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt035139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2448
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OSHKOSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd054903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0131471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0131863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0128180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0133555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0130719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0129559
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0150128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047413
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.058651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02550910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02461841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02595601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02757028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02692870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02559702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0115666

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,499,515
Liabilities
$0
Net assets
$2,499,515
Revenue
$69,343
Expenses
$146,241
Net income
-$76,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.10$0.15$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.07$0.15$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.27$0.15$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.16$0.15$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.03$0.14$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.07$0.18$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.11$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.07$0.15$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.08$0.16$0.08
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.64$0.00$2.64$0.12$0.17$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.43$0.16$0.26
2013Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.20$0.15$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.12
2010Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.12