Sister Irmgard Delfing Charitable Tr

990PF • Fiscal year 2013 • EIN 39-6781271

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 15, 2014

Organization Profile

Bmo Harris Bank Na PO Box 2980Milwaukee, WI 53201

(414) 287-8700

Siviq Scores

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

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

14%

Higher net margin than 67% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

$105,665

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2013 filings • $10M-$25M nonprofits • Source year 2013

1.1%

Faster asset growth than 40% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

-6.4%

Faster revenue growth than 25% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2011 to 2013

Balance Sheet

Liabilities / Assets15th percentile

Assets

$12,428,326

Up $134,168 (+1.1%) from 2012

Net Assets

$12,428,326

Up $134,168 (+1.1%) from 2012

Liabilities

Up $1 from 2012

Revenue And Expenses

Liabilities / Revenue19th percentile Net Margin67th percentile

Revenue

$996,105

No earlier filing loaded for comparison.

Expenses

Down

$858,433

Down $21,510 (-2.4%) from 2012

Net Income

$137,672

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

Highlighted filing

2013

Assets$12,428,326

Liabilities$1

Net Assets$12,428,326

Open 2013 Filing

Operations Trend

Revenue Growth25th percentile

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

Highlighted filing

2013

Revenue$996,105

Expenses$858,433

Net Income$137,672

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Apr 15, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay45th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	PT	$105,665	-	$105,665

Filing and Contact Details

Filer

EIN: 39-6781271
Phone: 4142878700

Signing Officer

Name: Richard Stendler
Title: Trust Officer
Phone: 4142878700
Signed: 2014-04-15

Preparer

Preparer: Richard Stendler
Phone: 4142877134

Raw XML Appendix297 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	1990-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	1990-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	SEE ATTACHED SALES SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	LONG TERM CAPITAL GAIN DIVIDENDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	1788178
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	2226022
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	203044
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	437844
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	203044
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	345360
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	640888
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	986248
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	986248
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	640888
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	105665
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	105665
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	738144
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	738144
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	345360
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	345360
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	137672
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	2429066
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	640888
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	879016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	630
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	9857
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	2197
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	13824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	738944
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	107862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	858433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	986878
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	996105
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	107862
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	120289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	1990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	1990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	1788178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	437844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	203044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	437844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	203044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	2226022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	203044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	SEE ATTACHED SALES SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	LONG TERM CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	640888
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	137672
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	3861
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	357
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	12432187
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	12294158
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	12428326
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	730488
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	730488
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	730488
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	748068
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	17580
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	17580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	11627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	17580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt	0	11627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	17580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	17580
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	5953
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	11627
IRS990PF/FMVAssetsEOYAmt	0	15985305
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	12294158
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	12428326
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	4763035
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	4865919
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	4991850
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	7147068
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	7086082
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	10517130
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	43704
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	37695
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	37695
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	340351
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	438630
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	438630
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	12294158
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	12428326
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	15985305
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	12294158
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	12428326
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	12294158
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	12428326
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	15189189
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	15189189
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	227838
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	748068
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	14961351
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	15189189
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	8.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1	0	BMO HARRIS BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	105665
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	111 E KILBOURN AVE STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	53202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	838225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	847015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	738944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	738144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	674109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	632854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	875681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.056026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.052837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.052687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.060556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.052710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.061340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	8790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	14961351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	13985433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	14009935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	11131935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	12006437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	14275807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	738944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.280130
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	738944
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	738944
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	738944
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind	0	X
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsstInd	0	X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	111 EAST KILBOURN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	53202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1	0	BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4142877181
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	BMO HARRIS BANK NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1	0	111 E KILBOURN AVE STE 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City	0	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State	0	WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode	0	53202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	PURSUANT TO TRUST AGREEMENT ALL NET INCOME PAYABLE TO SCHOENSTATT SISTERS OF MARY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	738144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	SCHOENSTATT SISTERS OF MARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	W284 N404 CHERRY LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	WAUKESHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	531889416
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	738144
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	730488
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	730488
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	51277
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	58478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	122985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	37389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	167233
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	167233
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	278585
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	8456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	51277
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	58478
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	122985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	37389
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	738944
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	8456
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	445818
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	437362
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amount	0	3861
OtherDecreasesSchedule/OtherDecreasesDetail/Description	0	CHANGE IN ACCRUAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	630
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	630
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	9227
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	0	357
OtherIncreasesSchedule/OtherIncreasesDetail/Description	0	INTEREST PAID ON PURCHASE DURING PRIOR YEAR
TaxesSchedule/TaxesDetail/Amt	0	11627
TaxesSchedule/TaxesDetail/Amt	1	2197
TaxesSchedule/TaxesDetail/CategoryTxt	0	ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	2197
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RICHARD STENDLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4142878700
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	DELFING CHAR TR SISTER IRMGARD
ReturnHeader/Filer/BusinessNameControlTxt	0	DELF
ReturnHeader/Filer/EIN	0	396781271
ReturnHeader/Filer/PhoneNum	0	4142878700
ReturnHeader/Filer/USAddress/AddressLine1	0	BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/City	0	MILWAUKEE
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	111 E Kilbourn Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	53202
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4142877134
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RICHARD STENDLER
ReturnHeader/ReturnTs	0	2014-04-24T09:41:41-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $12,428,326
Liabilities: $1
Net assets: $12,428,326
Revenue: $996,105
Expenses: $858,433
Net income: $137,672

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$13.9	$0.00	$13.9	$0.93	$0.97	$0.04
2023Detailed filing. Detailed filing data is available for this year.	$13.9	$0.00	$13.9	$1.04	$0.90	$0.14
2022Detailed filing. Detailed filing data is available for this year.	$13.8	$0.00	$13.8	$0.33	$1.01	$0.68
2021Detailed filing. Detailed filing data is available for this year.	$14.5	$0.00	$14.5	$2.00	$1.04	$0.96
2020Detailed filing. Detailed filing data is available for this year.	$13.5	$0.00	$13.5	$1.17	$0.90	$0.27
2019Detailed filing. Detailed filing data is available for this year.	$13.3	$0.00	$13.3	$0.97	$0.93	$0.03
2018Detailed filing. Detailed filing data is available for this year.	$13.2	$0.00	$13.2	$1.13	$0.99	$0.13
2017Detailed filing. Detailed filing data is available for this year.	$13.1	$0.00	$13.1	$1.32	$0.91	$0.41
2016Detailed filing. Detailed filing data is available for this year.	$12.7	$0.00	$12.7	$0.60	$0.88	$0.27
2015Detailed filing. Detailed filing data is available for this year.	$13.0	$0.00	$13.0	$1.35	$0.94	$0.40
2014Detailed filing. Detailed filing data is available for this year.	$12.6	$0.00	$12.6	$1.07	$0.93	$0.13
2013Detailed filing. Detailed filing data is available for this year.	$12.4	$0.00	$12.4	$1.00	$0.86	$0.14
2012Detailed filing. Detailed filing data is available for this year.	$12.3	$0.00	$12.3		$0.88
2011Summary only. Only limited summary data is available for this year.	$12.4	$0.00		$1.14	$0.84	$0.29
2010Detailed filing. Detailed filing data is available for this year.	$12.2	$0.00	$12.2		$0.78