Civic Intelligence

Breckenridge Charitable Tr

990PF • Fiscal year 2011 • EIN 39-6770958

Jan 01, 2011 to Dec 31, 2011 • Filed on May 03, 2012

Organization Profile
C/O MI Trust CO Na PO Box 297753201-2977
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.

2011 filings • <$500k nonprofits • 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

98th percentile

$9,600

Higher top officer pay than 98% of similar nonprofits.

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

Asset Growth

39th percentile

-4.5%

Faster asset growth than 39% 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 / Assets58th percentile

Assets

Down

$393,157

Down $18,354 (-4.5%) from 2010

Net Assets

Down

$393,157

Down $18,354 (-4.5%) 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

$38,576

Up $1,417 (+3.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2011

Assets$393,157
Liabilities$0
Net Assets$393,157
Open 2011 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

2011

Revenue-
Expenses$38,576
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 3, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FLOYD WILSONCo-Trustee-$9,600-$9,600
-Co-Trustee-$6,091-$6,091
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMAKE-A-WISH FOUNDATIONCHARITYN/AMINNEAPOLIS, MN, US$14,584
Paid Grant-SCHOLARSHIPN/ACOOK, MN, US$7,292
Filing and Contact Details

Filer

EIN
39-6770958
Raw XML Appendix272 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/DateAcquired01990-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice063304
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0SEE ATTACHED SALES SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet07460
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount012762
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount020222
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-18354
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice063304
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss07460
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome04429
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss025
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss016700
IRS990PF/BalanceSheets/CapitalStockBOY0411511
IRS990PF/BalanceSheets/CapitalStockEOY0393157
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0242324
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0247109
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0256076
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0164064
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0141154
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0174279
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0585
IRS990PF/BalanceSheets/OtherAssetsEOY0985
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0985
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY04538
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY03909
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV03909
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV0435249
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0411511
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IRS990PF/BalanceSheets/TotalNetAssetsEOY0393157
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome07460
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis055844
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired01990-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SEE ATTACHED SALES SCHEDULE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss07460
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice063304
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-18354
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0393157
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0411511
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0393157
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted022047
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj022047
IRS990PF/DistributableAmount/DistributableAmountBeforeDed022047
IRS990PF/DistributableAmount/MinimumInvestmentReturn022136
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome089
IRS990PF/DistributableAmount/TotalTax089
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment081
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax089
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal089
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome089
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue08
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn081
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments081
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0435249
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0449468
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0449468
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable06742
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn022136
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0442726
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0449468
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10MARSHALL & ILSLEY TR CO NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation09600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation16091
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0FLOYD WILSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine105424 SW 20TH ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1111270 WEST PARK PLACE STE 400
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0DES MOINES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode050315
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode153224
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct022798
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets022754
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051395
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.046663
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.056228
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.056459
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.048240
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.049386
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0442726
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10439149
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20411376
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50521752
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5025767
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.256976
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions022676
IRS990PF/QualifyingDistributions/ExpensesAndContributions022676
IRS990PF/QualifyingDistributions/QualifyingDistributions022676
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MARSHALL & ILSLEY TRUST CO NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04142878474
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10111 EAST KILBOURN AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MILWAUKEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053202
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MN
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
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
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RelyingCurrNoticeDisasterAsst20X
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07292
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount114584
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MAKE-A-WISH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0EMILY YOUNGSTROM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101633 RIDDELL RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11615 1ST AVE NE STE 415
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0COOK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode055723
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode155413
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear021876
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/AppliedToCurrentYear0800
IRS990PF/UndistributedIncome/AppliedToYear1021876
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted022047
IRS990PF/UndistributedIncome/QualifyingDistributions022676
IRS990PF/UndistributedIncome/UndistributedIncomeCY021247
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear021876
OtherExpensesSchedule/OtherExpenses/Description0ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
TaxesSchedule/Taxes/Amount01
TaxesSchedule/Taxes/Amount1102
TaxesSchedule/Taxes/Amount281
TaxesSchedule/Taxes/Category0FED EXCISE TAX
TaxesSchedule/Taxes/Category1FOREIGN TAX
TaxesSchedule/Taxes/Category2FED ESTIMATED EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome0102
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396770958
ReturnHeader/Filer/Name/BusinessNameLine10BRECKENRIDGE CHARITABLE TRUST
ReturnHeader/Filer/NameControl0BREC
ReturnHeader/Filer/Phone04148153500
ReturnHeader/Filer/USAddress/AddressLine10C/O MI TRUST CO NA PO BOX 2977
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532012977
ReturnHeader/Officer/DateSigned02012-05-03
ReturnHeader/Officer/Name0RICHARD STENDLER
ReturnHeader/Officer/Phone04148153500
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/Preparer/DatePrepared02012-05-11
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/Timestamp02012-05-11T13:53:08-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$393,157
Liabilities
$0
Net assets
$393,157
Revenue
-
Expenses
$38,576
Net income
-
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