Civic Intelligence

Sister Irmgard Delfing Charitable Tr

990PF • Fiscal year 2014 • EIN 39-6781271

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

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.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

36th percentile

$111,515

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

41st percentile

1.0%

Faster asset growth than 41% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

6.9%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$12,557,600

Up $129,274 (+1.0%) from 2013

Net Assets

Up

$12,557,600

Up $129,274 (+1.0%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin66th percentile

Revenue

Up

$1,065,041

Up $68,936 (+6.9%) from 2013

Expenses

Up

$933,844

Up $75,411 (+8.8%) from 2013

Net Income

Down

$131,197

Down $6,475 (-4.7%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$15M$10M$5.0M$0Assets 2010: $12,205,216Liabilities 2010: $0Net Assets 2010: $12,205,2162010Assets 2011: $12,434,337Liabilities 2011: $02011Assets 2012: $12,294,158Liabilities 2012: $0Net Assets 2012: $12,294,1582012Assets 2013: $12,428,326Liabilities 2013: $1Net Assets 2013: $12,428,3262013Assets 2014: $12,557,600Liabilities 2014: $1Net Assets 2014: $12,557,6002014Assets 2015: $12,958,416Liabilities 2015: $1Net Assets 2015: $12,958,4162015Assets 2016: $12,687,007Liabilities 2016: $0Net Assets 2016: $12,687,0072016Assets 2017: $13,103,522Liabilities 2017: $0Net Assets 2017: $13,103,5222017Assets 2018: $13,239,236Liabilities 2018: $0Net Assets 2018: $13,239,2362018Assets 2019: $13,273,461Liabilities 2019: $1Net Assets 2019: $13,273,4612019Assets 2020: $13,510,300Liabilities 2020: $1Net Assets 2020: $13,510,3002020Assets 2021: $14,474,074Liabilities 2021: $1Net Assets 2021: $14,474,0742021Assets 2022: $13,793,887Liabilities 2022: $1Net Assets 2022: $13,793,8872022Assets 2023: $13,915,176Liabilities 2023: $1Net Assets 2023: $13,915,1762023Assets 2024: $13,877,125Liabilities 2024: $0Net Assets 2024: $13,877,1252024

Highlighted filing

2014

Assets$12,557,600
Liabilities$1
Net Assets$12,557,600
Open 2014 Filing

Operations Trend

Revenue Growth57th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $778,5652010Revenue 2011: $1,136,189Expenses 2011: $844,713Net Income 2011: $291,4762011Expenses 2012: $879,9432012Revenue 2013: $996,105Expenses 2013: $858,433Net Income 2013: $137,6722013Revenue 2014: $1,065,041Expenses 2014: $933,844Net Income 2014: $131,1972014Revenue 2015: $1,345,350Expenses 2015: $940,755Net Income 2015: $404,5952015Revenue 2016: $604,836Expenses 2016: $877,650Net Income 2016: -$272,8142016Revenue 2017: $1,324,341Expenses 2017: $912,918Net Income 2017: $411,4232017Revenue 2018: $1,125,890Expenses 2018: $991,680Net Income 2018: $134,2102018Revenue 2019: $965,714Expenses 2019: $933,292Net Income 2019: $32,4222019Revenue 2020: $1,167,856Expenses 2020: $897,357Net Income 2020: $270,4992020Revenue 2021: $2,003,640Expenses 2021: $1,040,089Net Income 2021: $963,5512021Revenue 2022: $329,473Expenses 2022: $1,009,508Net Income 2022: -$680,0352022Revenue 2023: $1,041,274Expenses 2023: $903,811Net Income 2023: $137,4632023Revenue 2024: $928,360Expenses 2024: $971,376Net Income 2024: -$43,0162024

Highlighted filing

2014

Revenue$1,065,041
Expenses$933,844
Net Income$131,197
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 Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$111,515-$111,515
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSCHOENSTATT SISTERS OF MARYOPERATING EXPENSESRELIGIOUSWAUKESHA, WI, US$794,502
Filing and Contact Details

Filer

Filer Name
Delfing Char Tr Sister Irmgard
EIN
39-6781271
Phone
4142878700
Address
BMO HARRIS BANK NA PO BOX 2980, MILWAUKEE, WI 53201

Signing Officer

Name
Richard Stendler
Title
Trust 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 Appendix290 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/BasisAmt02212149
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt02522425
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1396230
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0310276
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1396230
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0358535
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0706506
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01065041
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0800
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0111515
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0358535
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0358535
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0131197
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02918655
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0706506
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0950052
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03474
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt027027
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0114989
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0933844
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01065041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01065041
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0800
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0139342
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02212149
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0310276
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SALE SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0706506
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0131197
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01923
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012559523
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012428326
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012557600
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0770034
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0770034
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0770034
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0789035
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019001
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019001
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017600
IRS990PF/FMVAssetsEOYAmt015995559
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt012428326
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt012557600
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04865919
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07086082
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt037695
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt036701
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt036701
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0438630
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0499831
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012428326
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012428326
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012428326
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016021024
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016021024
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0240315
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0789035
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015780709
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016021024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0111515
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0111 E KILBOURN AVE STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052837
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0795302
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0795302
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0795302
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsstInd0X
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142877181
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BMO HARRIS BANK NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0111 E KILBOURN AVE STE 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PURSUANT TO TRUST AGREEMENT ALL NET INCOME PAYABLE TO SCHOENSTATT SISTERS OF MARY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0794502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHOENSTATT SISTERS OF MARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0W284 N404 CHERRY LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WAUKESHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0531889416
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0794502
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/AppliedToCurrentYearAmt0770034
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0770034
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt051277
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt058478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0122985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037389
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt037389
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0266464
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025268
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt051277
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt058478
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0122985
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0795302
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025268
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0303853
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0278585
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0267
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11656
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INTEREST PAID ON PURCHASE DEFERRED TO 2015
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CHANGE IN ACCRUAL
TaxesSchedule/TaxesDetail/Amt017600
TaxesSchedule/TaxesDetail/Amt15953
TaxesSchedule/TaxesDetail/Amt23474
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03474
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD STENDLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04142878700
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELFING CHAR TR SISTER IRMGARD
ReturnHeader/Filer/BusinessNameControlTxt0DELF
ReturnHeader/Filer/EIN0396781271
ReturnHeader/Filer/PhoneNum04142878700
ReturnHeader/Filer/USAddress/AddressLine1Txt0BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
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/ReturnTs02015-05-12T11:07:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$12,557,600
Liabilities
$1
Net assets
$12,557,600
Revenue
$1,065,041
Expenses
$933,844
Net income
$131,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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