Civic Intelligence

Robert E Lee Testamentary Tr XXXXX2001

990PF • Fiscal year 2012 • EIN 39-6642632

Mar 01, 2011 to Feb 29, 2012 • Filed on Jul 09, 2012

Organization Profile
C/O Jpmorgan Chase Banknapobox 303853201
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

91st percentile

$2,847

Higher top officer pay than 91% of similar nonprofits.

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

Asset Growth

44th percentile

-1.4%

Faster asset growth than 44% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$204,199

Down $2,928 (-1.4%) from 2011

Net Assets

Down

$204,199

Down $2,928 (-1.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$12,892

Up $965 (+8.1%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$300K$200K$100K$0Assets 2011: $207,127Liabilities 2011: $0Net Assets 2011: $207,1272011Assets 2012: $204,199Liabilities 2012: $0Net Assets 2012: $204,1992012Assets 2013: $195,563Liabilities 2013: $02013Assets 2014: $194,141Liabilities 2014: $02014Assets 2015: $195,115Liabilities 2015: $02015Assets 2016: $192,052Liabilities 2016: $02016Assets 2018: $185,985Liabilities 2018: $0Net Assets 2018: $185,9852018Assets 2020: $185,015Liabilities 2020: $1Net Assets 2020: $185,0152020Assets 2021: $189,187Liabilities 2021: $1Net Assets 2021: $189,1872021Assets 2022: $200,880Liabilities 2022: $0Net Assets 2022: $200,8802022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2012

Assets$204,199
Liabilities$0
Net Assets$204,199
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2011: $11,9272011Expenses 2012: $12,8922012Revenue 2013: $3,239Expenses 2013: $11,876Net Income 2013: -$8,6372013Revenue 2014: $11,051Expenses 2014: $12,471Net Income 2014: -$1,4202014Revenue 2015: $13,890Expenses 2015: $12,916Net Income 2015: $9742015Revenue 2016: $9,782Expenses 2016: $12,845Net Income 2016: -$3,0632016Revenue 2018: $13,616Expenses 2018: $11,265Net Income 2018: $2,3512018Revenue 2020: $8,351Expenses 2020: $9,959Net Income 2020: -$1,6082020Revenue 2021: $14,073Expenses 2021: $9,901Net Income 2021: $4,1722021Revenue 2022: $21,963Expenses 2022: $10,271Net Income 2022: $11,6922022Revenue 2023: -$412Expenses 2023: $200,466Net Income 2023: -$200,8782023

Highlighted filing

2012

Revenue-
Expenses$12,892
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2011 to Feb 29, 2012
Signed
Jul 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$2,847-$2,847
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEW HORIZONS UNITED METHODIST CHURCHPROGRAM SUPPORTPUBLIC CHARITYWITTENBERG, WI, US$9,213
Filing and Contact Details

Filer

EIN
39-6642632
Raw XML Appendix265 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
AccountingFeesSchedule/AccountingFees/Amount0825
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0825
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0202823
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0207456
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0JPMORGAN ACCESS BALANACED FUND - 13,239.08 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount06086
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount03876
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount02
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount09964
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA09964
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0825
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0825
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm03876
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0712
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm02135
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss02847
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps09213
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss09213
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm06086
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss06086
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2928
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice03876
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss03876
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome07829
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss07
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps010750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm02135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss012892
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome09964
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses09964
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01537
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02135
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03679
IRS990PF/BalanceSheets/CapitalStockBOY0207127
IRS990PF/BalanceSheets/CapitalStockEOY0204199
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0202823
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0202823
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0207456
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY04304
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01376
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01376
IRS990PF/BalanceSheets/TotalAssetsBOY0207127
IRS990PF/BalanceSheets/TotalAssetsEOY0204199
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0208832
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0207127
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0204199
IRS990PF/BalanceSheets/TotalNetAssetsBOY0207127
IRS990PF/BalanceSheets/TotalNetAssetsEOY0204199
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome03876
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss03876
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses03876
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice03876
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-2928
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0204199
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0207127
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0204199
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted010480
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj010480
IRS990PF/DistributableAmount/DistributableAmountBeforeDed010480
IRS990PF/DistributableAmount/MinimumInvestmentReturn010558
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome078
IRS990PF/DistributableAmount/TotalTax078
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax078
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal078
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome078
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue078
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0208832
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0214370
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances03935
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0210435
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03216
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn010558
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0211154
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0214370
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation02847
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JPMORGAN CHASE BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3038
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct07548
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets07470
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.035376
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.045364
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.035700
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.025065
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0211154
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10215169
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20204143
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30216678
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome078
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions010750
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear109761
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear207288
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear305431
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.106129
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions010672
IRS990PF/QualifyingDistributions/ExpensesAndContributions010750
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm078
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions010750
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JPMORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02149652901
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ROSS AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DALLAS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode075201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount09213
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10NEW HORIZONS UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10400 E FRONT ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WITTENBERG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode054499
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear09213
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear01537
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear109213
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010480
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions010750
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY08943
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear09213
TaxesSchedule/Taxes/Amount07
TaxesSchedule/Taxes/Category0EXCISE TAXES - PRIOR YEAR
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396642632
ReturnHeader/Filer/Name/BusinessNameLine10ROBERT E LEE TESTAMENTARY TR 9559079410R71752001
ReturnHeader/Filer/NameControl0LEE
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10C/O JPMORGAN CHASE BANKNAPOBOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-07-09
ReturnHeader/Officer/Name0JACK UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-03-01
ReturnHeader/TaxPeriodEndDate02012-02-29
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-28T10:35:56-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$204,199
Liabilities
$0
Net assets
$204,199
Revenue
-
Expenses
$12,892
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$2.00$2.01
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.22$0.10$0.12
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.89$0.00$1.89$0.14$0.10$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.08$0.10$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.14$0.11$0.02
2016Summary only. Only limited summary data is available for this year.$1.92$0.00$0.10$0.13$0.03
2015Summary only. Only limited summary data is available for this year.$1.95$0.00$0.14$0.13$0.01
2014Summary only. Only limited summary data is available for this year.$1.94$0.00$0.11$0.12$0.01
2013Summary only. Only limited summary data is available for this year.$1.96$0.00$0.03$0.12$0.09
2012Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.12