Civic Intelligence

Andrew F Bell & Edith M Bell Charitable Tr

EIN 39-6788987 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$25,779

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

968%

Faster revenue growth than 98% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,469,202

Up $227,334 (+18%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

Up

$1,469,202

Up $227,334 (+18%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin93rd percentile

Revenue

Up

$325,214

Up $294,768 (+968%) from 2024

Expenses

Up

$97,884

Up $4,117 (+4.4%) from 2024

Net Income

Up

$227,330

Up $290,651 (+459%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,711,536Liabilities 2010: $0Net Assets 2010: $1,711,5362010Assets 2011: $1,537,604Liabilities 2011: $0Net Assets 2011: $1,537,6042011Assets 2012: $1,497,383Liabilities 2012: $0Net Assets 2012: $1,497,3832012Assets 2013: $1,458,316Liabilities 2013: $1Net Assets 2013: $1,458,3162013Assets 2014: $1,657,831Liabilities 2014: $1Net Assets 2014: $1,657,8312014Assets 2015: $1,608,212Liabilities 2015: $1Net Assets 2015: $1,608,2122015Assets 2016: $1,497,576Liabilities 2016: $1Net Assets 2016: $1,497,5762016Assets 2017: $1,423,263Liabilities 2017: $0Net Assets 2017: $1,423,2632017Assets 2018: $1,444,218Liabilities 2018: $0Net Assets 2018: $1,444,2182018Assets 2019: $1,397,488Liabilities 2019: $0Net Assets 2019: $1,397,4882019Assets 2020: $1,331,252Liabilities 2020: $1Net Assets 2020: $1,331,2522020Assets 2021: $1,369,924Liabilities 2021: $1Net Assets 2021: $1,369,9242021Assets 2022: $1,336,540Liabilities 2022: $1Net Assets 2022: $1,336,5402022Assets 2023: $1,305,186Liabilities 2023: $1Net Assets 2023: $1,305,1862023Assets 2024: $1,241,868Liabilities 2024: $1Net Assets 2024: $1,241,8682024Assets 2025: $1,469,202Liabilities 2025: $0Net Assets 2025: $1,469,2022025

Highlighted filing

2025

Assets$1,469,202
Liabilities$0
Net Assets$1,469,202
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2010: $77,5052010Expenses 2011: $97,0872011Expenses 2012: $103,8802012Revenue 2013: $65,462Expenses 2013: $104,526Net Income 2013: -$39,0642013Revenue 2014: $307,117Expenses 2014: $106,915Net Income 2014: $200,2022014Revenue 2015: $65,896Expenses 2015: $115,515Net Income 2015: -$49,6192015Revenue 2016: -$4,820Expenses 2016: $105,703Net Income 2016: -$110,5232016Revenue 2017: $20,622Expenses 2017: $94,938Net Income 2017: -$74,3162017Revenue 2018: $121,623Expenses 2018: $100,669Net Income 2018: $20,9542018Revenue 2019: $62,711Expenses 2019: $102,296Net Income 2019: -$39,5852019Revenue 2020: $28,082Expenses 2020: $100,911Net Income 2020: -$72,8292020Revenue 2021: $135,418Expenses 2021: $96,745Net Income 2021: $38,6732021Revenue 2022: $76,379Expenses 2022: $109,758Net Income 2022: -$33,3792022Revenue 2023: $74,153Expenses 2023: $105,506Net Income 2023: -$31,3532023Revenue 2024: $30,446Expenses 2024: $93,767Net Income 2024: -$63,3212024Revenue 2025: $325,214Expenses 2025: $97,884Net Income 2025: $227,3302025

Highlighted filing

2025

Revenue$325,214
Expenses$97,884
Net Income$227,330
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,469,202
Liabilities
$0
Net assets
$1,469,202
Revenue
$325,214
Expenses
$97,884
Net income
$227,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.33$0.10$0.23
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.03$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.07$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08$0.11$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.03$0.10$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.12$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.02$0.09$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.00$0.11$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.07$0.12$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.31$0.11$0.20
2013Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.07$0.10$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 1, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$25,779-$25,779
Filing and Contact Details

Filer

Filer Name
Andrew F Bell & Edith M Bell Charitable Tr
EIN
39-6788987
Phone
4147656446
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a Trustee
Title
Trustee
Phone
4147656446
Signed
2025-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML AppendixShowing 400 of 547 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm068389XCJ2 ORACLE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1902494BK8 TYSON FOODS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm291282CHY0 U S TREASURY NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm392344GAM8 VERIZON GLOBAL FDG
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm494974BGP9 WELLS FARGO CO MTN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm591282CKZ3 U S TREASURY BD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025882
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt123480
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt228419
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt323920
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt425092
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt027054
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt124848
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt228777
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt324930
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt425312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt027983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt148364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt261161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3127951
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt415425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5236998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt692852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt728570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8164632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt948083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10117622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11131351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12230997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0464287499 ISHARES RUSSELL MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1808524870 SCHWAB U S TIPS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt263873P817 LOOMIS SAYLES STRATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt346434VAX8 ISHARES IBONDS DEC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4921910501 VANGUARD INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5101156602 BOSTON TRUST WALDEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6922908744 VANGUARD VALUE INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt713161Y301 CALVERT US MID CAP C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464288448 ISHARES INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9316146182 FIDELITY SMALL CAP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1019765N245 COLUMBIA DIVIDEND IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11741479109 PRICE T ROWE GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1246434VBG4 ISHARES IBONDS DEC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13779556109 T ROWE PRICE MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1446429B697 ISHARES MSCI USA MIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1556064L298 MAINSTAY CBRE GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16CASH CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17922908710 VANGUARD 500 INDEX A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1877957Y106 T ROWE PRICE MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19670700400 NUVEEN PREFERRED SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2019765N518 COLUMBIA CORPORATE I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2146432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2204314H568 ARTISAN HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2346434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2400162Q452 ALERIAN MLP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2522544R305 CREDIT SUISSE COMMOD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2636381Y108 MONDRIAN INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27412295107 HARDING LOEVNER INTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2892647K309 VICTORY TRIVALENT IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2946137V357 INVESCO S P 500 EQUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30464287804 ISHARES CORE S P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31779556406 ROWE T PRICE MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3281369Y803 TECHNOLOGY SELECT SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33921921300 VANGUARD EQUITY INCO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt045985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt149226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2170197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3136165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt416075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5291874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6107102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt739167
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8164656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt946011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10133922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11143835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12235184
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt048816
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0276047
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0210
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1141
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0325214
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0325214
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0276047
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05156
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020623
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025779
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt069835
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt069835
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt048784
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt048816
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0227330
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0793912
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0276047
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0303648
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0210
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0351
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0770
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0770
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt076491
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt097884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0325041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0325214
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06656
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021393
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028049
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt236451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt319934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt449799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt520384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6126859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt79928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt833495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt914964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1032463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1163710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1235000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1312505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1437188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt020363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt214759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt693345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt919364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1164742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-3283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1415868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1547175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1647175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1747175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1847175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1947175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2047175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2147175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2247175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2347175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2447175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2547175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2647175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2747175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2847175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2947175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt020363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt214759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt693345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt919364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1164742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-3283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1415868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt030594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt251210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt318098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt450260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt520477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6220204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt79222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt837033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt934328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1031751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11128452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1231717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1313618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1453056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc061.065 VANGUARD 500 IDX ADML
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1908.53 BOSTON TRUST WALDEN SMALL CAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22783.126 BOSTON TRUST WALDEN SMALL CAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3819.291 CREDIT SUISSE COMMODITY RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc450000. U S TREASURY NT 4.625% 9/15/26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5585.882 COLUMBIA DIVIDEND INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc66300.53 COLUMBIA DIVIDEND INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7325.287 FIDELITY SMALL CAP INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81306.292 FIDELITY SMALL CAP INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9374. ISHARES MSCI USA MIN VOL FACTOR ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10291.484 PRICE T ROWE GROWTH STK FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111179.218 PRICE T ROWE GROWTH STK FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12959.956 ROWE T PRICE MID-CAP VALUE FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1377. VANGUARD VALUE INDEX FUND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14300. VANGUARD VALUE INDEX FUND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112025-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0276047
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0227330
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01469202
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01241868
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01469202
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt079025
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt079025
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt079025
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt083246
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04221
IRS990PF/DistributableAmountGrp/TotalTaxAmt04221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03909
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0312
IRS990PF/FMVAssetsEOYAmt01720740
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01241868
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01469202
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0151500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0126793
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0130921
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01011486
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01331989
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01579399
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt078882
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010420
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010420
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01241868
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01469202
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01720740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01241868
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01469202
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01241868
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01469202
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01690278
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt082289
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01607989
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025354
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt083246
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01664924
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01690278
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025779
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 0634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt076491
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt076491
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.