Civic Intelligence

Breckenridge Charitable Tr

990PF • Fiscal year 2014 • EIN 39-6770958

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
C/O Bmo Harris Bank Na PO Box 2980Milwaukee, WI 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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

19th percentile

-18%

Higher net margin than 19% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$9,600

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 29.9% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

55th percentile

3.8%

Faster revenue growth than 55% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$369,997

Down $5,885 (-1.6%) from 2013

Net Assets

Down

$369,997

Down $5,885 (-1.6%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin19th percentile

Revenue

Up

$32,121

Up $1,165 (+3.8%) from 2013

Expenses

Up

$38,046

Up $385 (+1.0%) from 2013

Net Income

Up

-$5,925

Up $780 (+12%) from 2013

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

2014

Assets$369,997
Liabilities$1
Net Assets$369,997
Open 2014 Filing

Operations Trend

Revenue Growth55th percentile

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

2014

Revenue$32,121
Expenses$38,046
Net Income-$5,925
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FLOYD WILSONCo-Trustee-$9,600-$9,600
-Co-Trustee-$6,135-$6,135
Filing and Contact Details

Filer

Filer Name
Breckenridge Charitable Trust
EIN
39-6770958
Phone
4142878700
Address
C/O BMO HARRIS BANK NA PO BOX 2980, Milwaukee, WI 53201-2980

Signing Officer

Name
Richard Stendler
Title
Officer
Phone
4142878700
Signed
2015-05-12

Preparer

Firm
BMO Harris Bank NA
Address
111 E Kilbourn Ave Ste 200, Milwaukee, WI 53202
Preparer
Richard Stendler
Phone
4142877134
Raw XML Appendix294 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/GainLossSaleOtherAssetGrp/AcquiredDt11990-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SEE ATTACHED SALES SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1LONG TERM CAPITAL GAIN DIVIDENDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt036766
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt046418
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt110860
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt09652
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt110860
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt020512
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt032121
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0800
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015735
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011609
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5925
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt057278
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt020512
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt016312
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt021834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt038046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt032121
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015809
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017012
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt036766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110860
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SALES SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt020512
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5925
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0178
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0218
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0370175
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0375882
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0369997
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022041
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt022041
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt022041
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt022367
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0326
IRS990PF/DistributableAmountGrp/TotalTaxAmt0326
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0305
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0305
IRS990PF/FMVAssetsEOYAmt0451776
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0369997
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0205783
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0220480
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0506
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0671
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012570
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0375882
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0369997
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0454142
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06812
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022367
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0447330
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0454142
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16135
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/AddressLine1Txt05424 SW 20TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1111 E KILBOURN AVE STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DES MOINES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050315
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.056228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0447330
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt021834
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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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/AddressLine1Txt0111 East Kilbourn Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Milwaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142878474
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt114023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAKE-A-WISH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LAURA SALMELA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010248 OLSON RD EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1615 1ST AVE NE STE 415
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155413
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021034
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/AppliedToYear1Amt021034
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022041
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021834
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021241
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021034
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0178
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02014 COST ADJ FOR 2013 RETURN OF CAPITAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0218
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02014 RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt073
TaxesSchedule/TaxesDetail/Amt174
TaxesSchedule/TaxesDetail/Amt2305
TaxesSchedule/TaxesDetail/CategoryTxt0FED EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FED ESTIMATED EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt074
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD STENDLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04142878700
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRECKENRIDGE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BREC
ReturnHeader/Filer/EIN0396770958
ReturnHeader/Filer/PhoneNum04142878700
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532012980
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E Kilbourn Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142877134
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD STENDLER
ReturnHeader/ReturnTs02015-05-12T08:29:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$369,997
Liabilities
$1
Net assets
$369,997
Revenue
$32,121
Expenses
$38,046
Net income
-$5,925
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
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits