Civic Intelligence

Breckenridge Charitable Tr

990PF • Fiscal year 2013 • EIN 39-6770958

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 22, 2014

Organization Profile
C/O Bmo Harris Bank Na PO Box 2980Chicago, IL 53201-2980

(414) 287-8700

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

82nd percentile

$9,600

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 31.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

42nd percentile

-1.8%

Faster asset growth than 42% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$375,882

Down $6,705 (-1.8%) from 2012

Net Assets

Down

$375,882

Down $6,705 (-1.8%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin18th percentile

Revenue

$30,956

No earlier filing loaded for comparison.

Expenses

Down

$37,661

Down $153 (-0.4%) from 2012

Net Income

-$6,705

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$600K$400K$200K$0Assets 2010: $411,511Liabilities 2010: $0Net Assets 2010: $411,5112010Assets 2011: $393,157Liabilities 2011: $0Net Assets 2011: $393,1572011Assets 2012: $382,587Liabilities 2012: $0Net Assets 2012: $382,5872012Assets 2013: $375,882Liabilities 2013: $1Net Assets 2013: $375,8822013Assets 2014: $369,997Liabilities 2014: $1Net Assets 2014: $369,9972014Assets 2015: $367,000Liabilities 2015: $02015Assets 2018: $347,360Liabilities 2018: $0Net Assets 2018: $347,3602018Assets 2019: $335,965Liabilities 2019: $1Net Assets 2019: $335,9652019Assets 2020: $345,383Liabilities 2020: $1Net Assets 2020: $345,3832020Assets 2021: $371,840Liabilities 2021: $1Net Assets 2021: $371,8402021Assets 2022: $355,815Liabilities 2022: $1Net Assets 2022: $355,8152022Assets 2023: $353,245Liabilities 2023: $12023

Highlighted filing

2013

Assets$375,882
Liabilities$1
Net Assets$375,882
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KExpenses 2010: $37,1592010Expenses 2011: $38,5762011Expenses 2012: $37,8142012Revenue 2013: $30,956Expenses 2013: $37,661Net Income 2013: -$6,7052013Revenue 2014: $32,121Expenses 2014: $38,046Net Income 2014: -$5,9252014Revenue 2015: $35,317Expenses 2015: $37,836Net Income 2015: -$2,5192015Revenue 2018: $13,851Expenses 2018: $22,710Net Income 2018: -$8,8592018Revenue 2019: $14,000Expenses 2019: $25,468Net Income 2019: -$11,4682019Revenue 2020: $33,392Expenses 2020: $24,158Net Income 2020: $9,2342020Revenue 2021: $52,447Expenses 2021: $26,036Net Income 2021: $26,4112021Revenue 2022: $12,399Expenses 2022: $28,185Net Income 2022: -$15,7862022Revenue 2023: $21,715Expenses 2023: $24,278Net Income 2023: -$2,5632023

Highlighted filing

2013

Revenue$30,956
Expenses$37,661
Net Income-$6,705
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 22, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FLOYD WILSONCo-Trustee-$9,600-$9,600
-Co-Trustee-$6,043-$6,043
Filing and Contact Details

Filer

EIN
39-6770958
Phone
4142878700

Signing Officer

Name
Richard Stendler
Title
Officer
Phone
4142878700
Signed
2014-04-22

Preparer

Preparer
Richard Stendler
Phone
4142877134
Raw XML AppendixShowing 400 of 404 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.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt71990-01
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc179.260 SHS DODGE & COX INTERNATIONAL STOCK FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc21282.767 FEDERATED INSTL HIGH YIELD BOND FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3455.373 SHS BMO AGGREGATE BOND FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4938.087 SHS PIMCO INVESTMENT GRADE BOND FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc584.436 SHS SCOUT INTERNATIONAL FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6109.977 SHS WESTPORT FDS SMALL CAP FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7LONG TERM CAPITAL GAIN DIVIDENDS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22013-05
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt09667
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-142
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2567
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt77301
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0800
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015643
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015643
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011773
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011773
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6705
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt065233
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt019183
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015244
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0443
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-04-21
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc179.260 SHS DODGE & COX INTERNATIONAL STOCK FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21282.767 SHS FEDERATED INSTL HIGH YIELD BOND FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3455.373 SHS BMO AGGREGATE BOND FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4938.087 SHS PIMCO INVESTMENT GRADE BOND FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc584.436 SHS SCOUT INTERNATIONAL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61093.977 SHS WESTPORT FDS SMALL CAP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7LONG TERM CAPITAL GAIN DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-05-03
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019183
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6705
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0375882
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0382587
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0375882
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt021834
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt021834
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt021834
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt022139
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0305
IRS990PF/DistributableAmountGrp/TotalTaxAmt0305
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0305
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0305
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0305
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0232
IRS990PF/FMVAssetsEOYAmt0461255
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0382587
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0375882
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0233962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0205783
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0206664
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0141945
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0157023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0241515
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0589
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0506
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0506
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06091
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012570
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012570
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0382587
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0375882
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0461255
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0382587
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0375882
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0382587
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0375882
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0449525
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0449525
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06743
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022139
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0442782
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0449525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FLOYD WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine105424 SW 20TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11111 E KILBOURN AVE STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0DES MOINES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode050315
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode153202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt023129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt023281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt022047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt022676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt020492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt023131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt026304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.056459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0442782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0435630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0442726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0439149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0411376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0465899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt021550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.261178
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt021550
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt021550
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt021550
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
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/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10111 East Kilbourn Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Milwaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142878474
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06848
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10MAKE-A-WISH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BRYAN JEFFERY LINN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1010248 OLSON RD EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11615 1ST AVE NE STE 415
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0COOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode055723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode155413
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020750
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/AppliedToCurrentYearAmt0800
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020750
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021834
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021550
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021034
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020750
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt0142
TaxesSchedule/TaxesDetail/Amt169
TaxesSchedule/TaxesDetail/Amt2232
TaxesSchedule/TaxesDetail/CategoryTxt0FED EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FED ESTIMATED EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt069
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD STENDLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04142878700
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10BRECKENRIDGE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BREC
ReturnHeader/Filer/EIN0396770958
ReturnHeader/Filer/PhoneNum04142878700
ReturnHeader/Filer/USAddress/AddressLine10C/O BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/City0Milwaukee
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532012980
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10111 E Kilbourn Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142877134
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD STENDLER
ReturnHeader/ReturnTs02014-04-28T13:17:36-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$375,882
Liabilities
$1
Net assets
$375,882
Revenue
$30,956
Expenses
$37,661
Net income
-$6,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$0.22$0.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.12$0.28$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.52$0.26$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.33$0.24$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.14$0.25$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$0.14$0.23$0.09
2015Summary only. Only limited summary data is available for this year.$3.67$0.00$0.35$0.38$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.32$0.38$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.31$0.38$0.07
2012Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.38
2011Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.39
2010Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.37