Civic Intelligence

Roger & Violet Noreen Char Trust

990PF • Fiscal year 2019 • EIN 41-6309355

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 30, 2020

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(651) 466-8722

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

8th percentile

-72%

Higher net margin than 8% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

23rd percentile

-3.6%

Faster asset growth than 23% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

50%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$4,656,534

Down $171,920 (-3.6%) from 2018

Net Assets

Down

$4,656,534

Down $171,920 (-3.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin8th percentile

Revenue

Up

$235,227

Up $78,538 (+50%) from 2018

Expenses

Up

$403,458

Up $131,256 (+48%) from 2018

Net Income

Down

-$168,231

Down $52,718 (-46%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,908,805Liabilities 2010: $47Net Assets 2010: $4,908,7582010Assets 2011: $4,877,013Liabilities 2011: $65Net Assets 2011: $4,876,9482011Assets 2012: $4,667,557Liabilities 2012: $982012Assets 2013: $4,764,330Liabilities 2013: $725Net Assets 2013: $4,763,6052013Assets 2014: $4,792,706Liabilities 2014: $410Net Assets 2014: $4,792,2962014Assets 2015: $5,345,710Liabilities 2015: $0Net Assets 2015: $5,345,7102015Assets 2016: $5,052,399Liabilities 2016: $0Net Assets 2016: $5,052,3992016Assets 2017: $4,951,893Liabilities 2017: $0Net Assets 2017: $4,951,8932017Assets 2018: $4,828,454Liabilities 2018: $0Net Assets 2018: $4,828,4542018Assets 2019: $4,656,534Liabilities 2019: $0Net Assets 2019: $4,656,5342019Assets 2020: $4,578,878Liabilities 2020: $0Net Assets 2020: $4,578,8782020Assets 2021: $4,865,284Liabilities 2021: $0Net Assets 2021: $4,865,2842021Assets 2022: $5,051,077Liabilities 2022: $0Net Assets 2022: $5,051,0772022Assets 2023: $4,976,352Liabilities 2023: $0Net Assets 2023: $4,976,3522023Assets 2024: $5,209,327Liabilities 2024: $0Net Assets 2024: $5,209,3272024

Highlighted filing

2019

Assets$4,656,534
Liabilities$0
Net Assets$4,656,534
Open 2019 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $379,7042010Expenses 2011: $380,8902011Revenue 2012: $232,197Expenses 2012: $441,675Net Income 2012: -$209,4782012Revenue 2013: $446,117Expenses 2013: $349,969Net Income 2013: $96,1482013Revenue 2014: $396,810Expenses 2014: $368,112Net Income 2014: $28,6982014Revenue 2015: $968,921Expenses 2015: $416,061Net Income 2015: $552,8602015Revenue 2016: $29,981Expenses 2016: $323,515Net Income 2016: -$293,5342016Revenue 2017: $234,424Expenses 2017: $334,926Net Income 2017: -$100,5022017Revenue 2018: $156,689Expenses 2018: $272,202Net Income 2018: -$115,5132018Revenue 2019: $235,227Expenses 2019: $403,458Net Income 2019: -$168,2312019Revenue 2020: $117,156Expenses 2020: $254,295Net Income 2020: -$137,1392020Revenue 2021: $276,935Expenses 2021: $322,126Net Income 2021: -$45,1912021Revenue 2022: $432,921Expenses 2022: $315,788Net Income 2022: $117,1332022Revenue 2023: $243,123Expenses 2023: $379,045Net Income 2023: -$135,9222023Revenue 2024: $516,607Expenses 2024: $411,387Net Income 2024: $105,2202024

Highlighted filing

2019

Revenue$235,227
Expenses$403,458
Net Income-$168,231
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roger & Violet Noreen Char Trust
EIN
41-6309355
Phone
6514668722
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514668722
Signed
2020-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 576 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1313722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1420365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1511325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt169078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1725717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc04500. VANGUARD REIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc159070. SUMMIT PARTNERS SUB DEBT FD V B LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100000. JPM 24M MXWO LBR 3/15/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100000. BMO 24M EEM LBR 3/15/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41. AMERICAN INTL GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5500. ISHARES 20 YEAR TREASURY BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6118. ISHARES 20 YEAR TREASURY BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc776. SCHWAB US REIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8101. HEALTH CARE SELECT SECTOR S P D R
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9221. SECTOR SPDR TR-CONSUMER STAPLES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10248. UTILITIES SELECT SECTOR S P D R
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc114639.862 PRINCIPAL PREFERRED SEC INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12312. ISHARES 20 YEAR TREASURY BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13277. ISHARES CORE MSCI EMERGING MKTS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14336. SECTOR SPDR TR-CONSUMER STAPLES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1593. CONSUMER DISCRETIONARY SELT S P D R
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16114. TECHNOLOGY SELECT SECTOR S P D R
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17413. UTILITIES SELECT SECTOR S P D R
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt061130
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-168231
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03818
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0129
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04660352
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04828454
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04656534
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0259190
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0259190
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0259190
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0261499
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02309
IRS990PF/DistributableAmountGrp/TotalTaxAmt02309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0863
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0863
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03172
IRS990PF/FMVAssetsEOYAmt05537347
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04828454
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04656534
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02186241
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02073016
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02185686
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02357105
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02339491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03108216
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0107
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02402
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02402
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0113896
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0115185
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0114603
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0171105
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0126440
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0126440
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04828454
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04656534
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05537347
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04828454
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04656534
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04828454
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04656534
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05309623
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0139892
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05169731
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt079644
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0261499
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05229979
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05309623
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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/ZIPCd0532010634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0311022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0313331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0267525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0331776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0285135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0349514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0291550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.059469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.063993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.071752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05229979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05127996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05184528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05069041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04871168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05482411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0395075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.297344
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0392766
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0395075
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02309
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0395075
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/PayCompDisqualifiedPrsnInd0false
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
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 E FIFTH ST
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 NATIONAL ASSOCIATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum06514668722
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORMAT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LISA HINIKER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06514668722
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0101 E FIFTH ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ST PAUL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd055101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE TRUST PRIMARILY MAKES GRANTS FOR CHARITABLE, EDUCATIONAL, AND RELIGIOUS OR SCIENTIFIC PURPOSES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ACCEPTED AT ANY TIME
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt330000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4170550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt558000

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,656,534
Liabilities
$0
Net assets
$4,656,534
Revenue
$235,227
Expenses
$403,458
Net income
-$168,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.52$0.41$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.24$0.38$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.43$0.32$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.28$0.32$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.12$0.25$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.24$0.40$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.16$0.27$0.12
2017Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.23$0.33$0.10
2016Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.03$0.32$0.29
2015Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.97$0.42$0.55
2014Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.40$0.37$0.03
2013Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.45$0.35$0.10
2012Summary only. Only limited summary data is available for this year.$4.67$0.00$0.23$0.44$0.21
2011Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.38
2010Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.38