Civic Intelligence

Frederick B Wells Jr Trust Fund 35060960

990PF • Fiscal year 2017 • EIN 41-6015486

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 22, 2018

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(651) 466-8731

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$145,409

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

46th percentile

3.2%

Faster asset growth than 46% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

221%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$12,427,348

Up $379,783 (+3.2%) from 2016

Net Assets

Up

$12,427,348

Up $379,783 (+3.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin79th percentile

Revenue

Up

$1,502,794

Up $1,035,016 (+221%) from 2016

Expenses

Up

$1,123,136

Up $3,300 (+0.3%) from 2016

Net Income

Up

$379,658

Up $1,031,716 (+158%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $1,682,303Liabilities 2010: $0Net Assets 2010: $1,682,3032010Assets 2011: $1,588,623Liabilities 2011: $0Net Assets 2011: $1,588,6232011Assets 2012: $1,519,562Liabilities 2012: $0Net Assets 2012: $1,519,5622012Assets 2013: $1,641,914Liabilities 2013: $446Net Assets 2013: $1,641,4682013Assets 2014: $1,648,684Liabilities 2014: $0Net Assets 2014: $1,648,6842014Assets 2015: $12,699,344Liabilities 2015: $0Net Assets 2015: $12,699,3442015Assets 2016: $12,047,565Liabilities 2016: $0Net Assets 2016: $12,047,5652016Assets 2017: $12,427,348Liabilities 2017: $0Net Assets 2017: $12,427,3482017Assets 2018: $19,091,560Liabilities 2018: $0Net Assets 2018: $19,091,5602018Assets 2019: $18,348,643Liabilities 2019: $0Net Assets 2019: $18,348,6432019Assets 2020: $17,938,880Liabilities 2020: $0Net Assets 2020: $17,938,8802020Assets 2021: $18,647,298Liabilities 2021: $0Net Assets 2021: $18,647,2982021Assets 2022: $18,139,621Liabilities 2022: $0Net Assets 2022: $18,139,6212022Assets 2023: $17,799,453Liabilities 2023: $0Net Assets 2023: $17,799,4532023Assets 2024: $18,820,765Liabilities 2024: $0Net Assets 2024: $18,820,7652024

Highlighted filing

2017

Assets$12,427,348
Liabilities$0
Net Assets$12,427,348
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $117,4022010Expenses 2011: $114,5242011Expenses 2012: $118,7702012Revenue 2013: $247,589Expenses 2013: $125,681Net Income 2013: $121,9082013Revenue 2014: $143,145Expenses 2014: $135,928Net Income 2014: $7,2172014Revenue 2015: $19,308,341Expenses 2015: $1,059,938Net Income 2015: $18,248,4032015Revenue 2016: $467,778Expenses 2016: $1,119,836Net Income 2016: -$652,0582016Revenue 2017: $1,502,794Expenses 2017: $1,123,136Net Income 2017: $379,6582017Revenue 2018: $7,726,226Expenses 2018: $1,157,101Net Income 2018: $6,569,1252018Revenue 2019: $691,807Expenses 2019: $1,267,137Net Income 2019: -$575,3302019Revenue 2020: $666,989Expenses 2020: $1,104,340Net Income 2020: -$437,3512020Revenue 2021: $1,792,779Expenses 2021: $1,068,655Net Income 2021: $724,1242021Revenue 2022: $550,830Expenses 2022: $1,043,129Net Income 2022: -$492,2992022Revenue 2023: $712,805Expenses 2023: $1,039,935Net Income 2023: -$327,1302023Revenue 2024: $2,089,042Expenses 2024: $1,054,005Net Income 2024: $1,035,0372024

Highlighted filing

2017

Revenue$1,502,794
Expenses$1,123,136
Net Income$379,658
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 22, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK TRUST NATIONAL ASSOCIATIONCorp Trustee-$145,409-$145,409
Filing and Contact Details

Filer

Filer Name
Frederick B Wells Jr Trust Fund
EIN
41-6015486
Phone
6514668731
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514668731
Signed
2018-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2101086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt399976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4100230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5100215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6100284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt799916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8140437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02540.162 GOLDMAN SACHS COMM STRAT INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11208. PHILLIPS 66
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2904. CHEVRONTEXACO CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32160. COCA COLA COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41270. EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5870. PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61270. WAL MART STORES INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72159. COCA COLA COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc89107.427 MORGAN DEMPSEY SMALL MICRO CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0899166
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0379658
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0125
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012427348
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012047565
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012427348
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0937075
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0937075
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0937075
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0963614
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt026539
IRS990PF/DistributableAmountGrp/TotalTaxAmt026539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010793
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt018000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt026539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt026539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt026539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt028793
IRS990PF/FMVAssetsEOYAmt020560968
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011711918
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011712043
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029420
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt032507
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt032507
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02266184
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02226151
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02246445
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09053215
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09385732
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017472153
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt017781
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt08701
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt08701
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0248395
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0248395
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0275300
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0335647
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0715305
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0432570
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0525862
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0525862
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012047565
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012427348
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020560968
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012047565
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012427348
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012047565
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012427348
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019565766
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0237426
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019328340
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0293486
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0963614
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019272280
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt019565766
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0145409
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK TRUST NATIONAL ASSOCIATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CORP TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0101 E 5TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST PAUL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01113784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01127054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0951610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0955923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0100455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt098154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt093582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.082277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt013270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt019272280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt018517656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt011618400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01955421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01894165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01796152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0965526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.288959
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0965526
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0965526
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0965526
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 E 5TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST PAUL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK TRUST NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06514668731
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0950852
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF MINNESOTA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTN JANE F GODFREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MINNEAPOLIS

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,427,348
Liabilities
$0
Net assets
$12,427,348
Revenue
$1,502,794
Expenses
$1,123,136
Net income
$379,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$2.09$1.05$1.04
2023Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.71$1.04$0.33
2022Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$0.55$1.04$0.49
2021Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.79$1.07$0.72
2020Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.67$1.10$0.44
2019Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.69$1.27$0.58
2018Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$7.73$1.16$6.57
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.50$1.12$0.38
2016Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.47$1.12$0.65
2015Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$19.3$1.06$18.2
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.14$0.14$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.25$0.13$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.12