Civic Intelligence

Alliss Educational Foundation Equity

990T • Fiscal year 2024 • EIN 41-6011054

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 12, 2025

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(651) 466-8710

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2011: $84,394,374Liabilities 2011: $02011Assets 2012: $87,853,796Liabilities 2012: $16,7652012Assets 2013: $88,861,520Liabilities 2013: $14,9992013Assets 2014: $89,817,926Liabilities 2014: $12,8522014Assets 2015: $88,108,263Liabilities 2015: $02015Assets 2018: $87,862,754Liabilities 2018: $02018Assets 2019: $87,466,834Liabilities 2019: $0Net Assets 2019: $87,466,8342019Assets 2020: $84,703,061Liabilities 2020: $0Net Assets 2020: $84,703,0612020Assets 2021: $87,576,345Liabilities 2021: $0Net Assets 2021: $87,576,3452021Assets 2022: $87,459,082Liabilities 2022: $0Net Assets 2022: $87,459,0822022Assets 2023: $95,261,906Liabilities 2023: $0Net Assets 2023: $95,261,9062023Assets 2024: $98,707,093Liabilities 2024: $0Net Assets 2024: $98,707,0932024

Latest loaded filing

2024

Assets$98,707,093
Liabilities$0
Net Assets$98,707,093
Open 2024 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,733,212Expenses 2011: $5,133,521Net Income 2011: $3,599,6912011Revenue 2012: $8,826,857Expenses 2012: $5,384,218Net Income 2012: $3,442,6392012Revenue 2013: $6,600,924Expenses 2013: $5,591,451Net Income 2013: $1,009,4732013Revenue 2014: $7,168,245Expenses 2014: $6,209,692Net Income 2014: $958,5532014Revenue 2015: $3,875,990Expenses 2015: $5,836,401Net Income 2015: -$1,960,4112015Revenue 2018: $4,692,500Expenses 2018: $6,343,404Net Income 2018: -$1,650,9042018Revenue 2019: $3,061,705Expenses 2019: $6,257,428Net Income 2019: -$3,195,7232019Revenue 2020: $4,038,021Expenses 2020: $6,153,704Net Income 2020: -$2,115,6832020Revenue 2021: $9,781,011Expenses 2021: $6,983,313Net Income 2021: $2,797,6982021Revenue 2022: $6,931,265Expenses 2022: $7,204,327Net Income 2022: -$273,0622022Revenue 2023: $14,488,845Expenses 2023: $7,136,857Net Income 2023: $7,351,9882023Revenue 2024: $9,905,164Expenses 2024: $7,061,647Net Income 2024: $2,843,5172024

Latest loaded filing

2024

Revenue$9,905,164
Expenses$7,061,647
Net Income$2,843,517
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
Alliss Educational Foundation-equity
EIN
41-6011054
Phone
6514668710
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514668710
Signed
2025-11-12
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 Appendix160 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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IRS1041ScheduleD/GainLessIncludedAmt01494818
IRS1041ScheduleD/GainPlusDividendsAmt01494818
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IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0230246
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc01. ABC BLOCKED SELLER PARTNERSHIP LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc11. CB OFFSHORE EQUITY FUND X LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc21. CB OFFSHORE EQUITY OVERAGE FD X LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc31. WHITE OAK FIXED INCOME FUND C LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt02024-12-31
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt12024-12-31
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt22024-12-31
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IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0230246
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0230246
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt022221
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990T/BooksInCareOfDetail/PhoneNum08554524094
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 E 5TH STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ST PAUL
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd055101
IRS990T/BookValueAssetsEOYAmt098707093
IRS990T/CharitableContributionsDedAmt0119355
IRS990T/EstimatedTaxPaymentsAmt0185
IRS990T/ExtsnRequestIncomeTaxPaidAmt020
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt04
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CapitalGainNetIncomeAmt098944
IRS990TScheduleA/CapitalGainNetIncomeAmt114983
IRS990TScheduleA/CapitalGainNetIncomeAmt29690
IRS990TScheduleA/CapitalGainNetIncomeAmt3106629
IRS990TScheduleA/NetOperatingLossDeductionAmt0885
IRS990TScheduleA/NetOperatingLossDeductionAmt19629
IRS990TScheduleA/OtherDeductionsAmt054
IRS990TScheduleA/OtherDeductionsAmt12669
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
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IRS990TScheduleA/SequenceReferenceNum01
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IRS990TScheduleA/SequenceTotalNum04
IRS990TScheduleA/SequenceTotalNum14
IRS990TScheduleA/SequenceTotalNum24
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IRS990TScheduleA/TotalDeductionsAmt054
IRS990TScheduleA/TotalDeductionsAmt12669
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt03300
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1525
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt217876
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0102244
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt115508
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt227566
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt3106629
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0102244
IRS990TScheduleA/TotUnrltTrdBusIncmAmt115508
IRS990TScheduleA/TotUnrltTrdBusIncmAmt227566
IRS990TScheduleA/TotUnrltTrdBusIncmAmt3106629
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt30
IRS990TScheduleA/TradeOrBusinessDesc0CB OFFSHORE EQUITY OVERAGE FUND X, LP
IRS990TScheduleA/TradeOrBusinessDesc1CB OFFSHORE EQUITY FUND X, LP
IRS990TScheduleA/TradeOrBusinessDesc2WHITE OAK FIXED INCOME FUND C, LP
IRS990TScheduleA/TradeOrBusinessDesc3ABC BLOCKED SELLER PARTNERSHIP LP
IRS990TScheduleA/UBIBeforeNOLDedAmt0102190
IRS990TScheduleA/UBIBeforeNOLDedAmt112839
IRS990TScheduleA/UBIBeforeNOLDedAmt227566
IRS990TScheduleA/UBIBeforeNOLDedAmt3106629
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IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt022426
IRS990T/TaxLessCreditsAmt022426
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0205
IRS990T/TotalTaxAmt022426
IRS990T/TotalTaxComputationAmt022426
IRS990T/TotalUBTIAmt0118355
IRS990T/TotalUBTIBeforeNOLSpecificAmt0119355
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IRS990T/TotalUBTIComputedAmt0238710
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
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ReturnHeader/BusinessOfficerGrp/PhoneNum06514668710
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
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ReturnHeader/Filer/PhoneNum06514668710
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T11:01:36-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.7$0.00$98.7$9.91$7.06$2.84
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$95.3$0.00$95.3$14.5$7.14$7.35
2022Detailed filing. Detailed filing data is available for this year.$87.5$0.00$87.5$6.93$7.20$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.6$0.00$87.6$9.78$6.98$2.80
2020Detailed filing. Detailed filing data is available for this year.$84.7$0.00$84.7$4.04$6.15$2.12
2019Detailed filing. Detailed filing data is available for this year.$87.5$0.00$87.5$3.06$6.26$3.20
2018Summary only. Only limited summary data is available for this year.$87.9$0.00$4.69$6.34$1.65
2015Summary only. Only limited summary data is available for this year.$88.1$0.00$3.88$5.84$1.96
2014Summary only. Only limited summary data is available for this year.$89.8$0.01$7.17$6.21$0.96
2013Summary only. Only limited summary data is available for this year.$88.9$0.01$6.60$5.59$1.01
2012Summary only. Only limited summary data is available for this year.$87.9$0.02$8.83$5.38$3.44
2011Summary only. Only limited summary data is available for this year.$84.4$0.00$8.73$5.13$3.60