Civic Intelligence

Johnson Roy W Charitable Trust

990PF • Fiscal year 2011 • EIN 39-6769699

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 09, 2012

Organization Profile
PO Box 297753201
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

97th percentile

$7,088

Higher top officer pay than 97% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,401,257 (-100%) from 2010

Net Assets

Down

$0

Down $3,401,257 (-100%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$3,841,995

Up $3,742,404 (+3758%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,401,257Liabilities 2010: $0Net Assets 2010: $3,401,2572010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011

Highlighted filing

2011

Assets$0
Liabilities$0
Net Assets$0
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $99,5912010Expenses 2011: $3,841,9952011

Highlighted filing

2011

Revenue-
Expenses$3,841,995
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,088-$7,088
JD WATTSTrustee-$4,000-$4,000
ROY C LABUDDETrustee-$4,000-$4,000
F WILLIAM HABERMANTrustee-$4,000-$4,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED SCHEDULEGENERAL FUND OF EACHORGANIZATIONN/AMILWAUKEE, WI, US$3,807,320
Filing and Contact Details

Filer

EIN
39-6769699
Raw XML Appendix287 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice03675510
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0SEE ATTACHED SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0435237
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount023775
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0435237
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0459012
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0459012
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02000
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0435237
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm019088
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss019088
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm019090
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss034675
IRS990PF/BalanceSheets/CapitalStockBOY03401257
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01209893
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY02057143
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY013630
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0120591
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IRS990PF/BalanceSheets/TotalAssetsEOY00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0435237
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0435237
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice03675510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0112886
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0112886
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0112886
IRS990PF/DistributableAmount/MinimumInvestmentReturn0117285
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome04399
IRS990PF/DistributableAmount/TotalTax04399
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded04537
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment08936
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax04399
IRS990PF/ExciseTaxBasedOnInvestmentIncm/OriginalReturnOverpayment0-8936
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment04537
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal04399
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome04399
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments08936
IRS990PF/ExemptPF0X
IRS990PF/FinalReturn0X
IRS990PF/FMVAssetsEOY00
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02381419
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02381419
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable035721
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0117285
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02345698
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02381419
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition32.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10MARSHALL & ILSLEY TRUST CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation04000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation14000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation24000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation37088
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JD WATTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROY C LABUDDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2F WILLIAM HABERMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10500 W BRADLEY ROAD STE B213
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11100 E WISCONSIN AVE 33RD FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12100 E WISCONSIN AVE 33RD FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13111 E KILBOURN AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0FOX POINT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2MILWAUKEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053217
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode153202
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode253202
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode353202
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct059589
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets055190
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.023528
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.019100
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.041638
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.028723
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.014574
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.013605
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02345698
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear203261542
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear304138269
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear405430305
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1067702
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20135804
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30118863
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4079139
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5059063
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.117640
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions03808375
IRS990PF/QualifyingDistributions/ExpensesAndContributions03812774
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm04399
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MARSHALL & ILSLEY TRUST CO NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04142878481
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MILWAUKEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0true
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0DEIRDRE SNYDER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04142878481
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10C/O MARSHALL ILSLEY TRUST CO NA 111
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode053202
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards090% RESTRICTED TO NAMED ORGANIZATIONS, 10% UNRESTRICTED, ALL MUST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0FOUNDATION TERMINATED AS OF 12/31/2011
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03807320
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL FUND OF EACHORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10VARIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053202
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear03807320
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0112886
IRS990PF/UndistributedIncome/AppliedToYear10175425
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0112886
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear03524463
IRS990PF/UndistributedIncome/ExcessFromCurrentYear03524463
IRS990PF/UndistributedIncome/QualifyingDistributions03812774
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus03524463
IRS990PF/UndistributedIncome/TotalCorpus03524463
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0175425
OtherDecreasesSchedule/OtherDecreases/Amount08108
OtherDecreasesSchedule/OtherDecreases/Amount110166
OtherDecreasesSchedule/OtherDecreases/Description0GAIN ON 12/31/10 MEDTRONIC SALE (TIMING DIFFERENCE)
OtherDecreasesSchedule/OtherDecreases/Description1CHANGE IN ACCRUAL
TaxesSchedule/Taxes/Amount02
TaxesSchedule/Taxes/Amount18936
TaxesSchedule/Taxes/Amount21195
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1ESTIMATES
TaxesSchedule/Taxes/Category2EXCISE
TaxesSchedule/Taxes/NetInvestmentIncome02
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396769699
ReturnHeader/Filer/Name/BusinessNameLine10JOHNSON ROY W CHARITABLE TRUST
ReturnHeader/Filer/NameControl0JOHN
ReturnHeader/Filer/Phone04142877178
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2977
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-08-09
ReturnHeader/Officer/Name0RICHARD STENDLER
ReturnHeader/Officer/Phone04142877178
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/Preparer/DatePrepared02012-08-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10M & I TRUST CO NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053224
ReturnHeader/Preparer/Name0RICHARD STENDLER
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-09T07:24:21-07:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-
Expenses
$3,841,995
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.84
2010Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.10