Civic Intelligence

Muriel Whiteside Charitable Tr 14905500

990PF • Fiscal year 2020 • EIN 41-6370669

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

PO Box 0634Milwaukee, WI 53201-0634

(218) 723-2870

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$17,702,651

Flat from 2020

Net Assets

Flat

$17,702,651

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Flat

$1,174,485

Flat from 2020

Expenses

Flat

$1,216,784

Flat from 2020

Net Income

Flat

-$42,299

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $12,797,714Liabilities 2010: $0Net Assets 2010: $12,797,7142010Assets 2011: $13,254,763Liabilities 2011: $0Net Assets 2011: $13,254,7632011Assets 2012: $13,838,178Liabilities 2012: $6222012Assets 2013: $14,569,851Liabilities 2013: $3,610Net Assets 2013: $14,566,2412013Assets 2014: $15,207,547Liabilities 2014: $3,088Net Assets 2014: $15,204,4592014Assets 2015: $15,946,197Liabilities 2015: $0Net Assets 2015: $15,946,1972015Assets 2016: $16,263,525Liabilities 2016: $0Net Assets 2016: $16,263,5252016Assets 2018: $17,505,994Liabilities 2018: $0Net Assets 2018: $17,505,9942018Assets 2019: $17,751,450Liabilities 2019: $0Net Assets 2019: $17,751,4502019Assets 2020: $17,702,651Liabilities 2020: $0Net Assets 2020: $17,702,6512020Assets 2020: $17,702,651Liabilities 2020: $0Net Assets 2020: $17,702,6512020Assets 2021: $18,037,116Liabilities 2021: $0Net Assets 2021: $18,037,1162021Assets 2022: $18,239,011Liabilities 2022: $0Net Assets 2022: $18,239,0112022Assets 2023: $15,472,289Liabilities 2023: $12023

Highlighted filing

2020

Assets$17,702,651
Liabilities$0
Net Assets$17,702,651

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,660,4452010Expenses 2011: $1,977,4052011Revenue 2012: $2,395,027Expenses 2012: $1,812,233Net Income 2012: $582,7942012Revenue 2013: $2,697,659Expenses 2013: $1,968,988Net Income 2013: $728,6712013Revenue 2014: $2,810,656Expenses 2014: $2,172,288Net Income 2014: $638,3682014Revenue 2015: $2,241,092Expenses 2015: $1,501,147Net Income 2015: $739,9452015Revenue 2016: $1,358,635Expenses 2016: $1,032,792Net Income 2016: $325,8432016Revenue 2018: $1,808,086Expenses 2018: $1,447,728Net Income 2018: $360,3582018Revenue 2019: $1,767,540Expenses 2019: $1,523,340Net Income 2019: $244,2002019Revenue 2020: $1,174,485Expenses 2020: $1,216,784Net Income 2020: -$42,2992020Revenue 2020: $1,174,485Expenses 2020: $1,216,784Net Income 2020: -$42,2992020Revenue 2021: $1,834,466Expenses 2021: $1,495,054Net Income 2021: $339,4122021Revenue 2022: $2,109,933Expenses 2022: $1,943,172Net Income 2022: $166,7612022Revenue 2023: $2,143,405Expenses 2023: $2,086,314Net Income 2023: $57,0912023

Highlighted filing

2020

Revenue$1,174,485
Expenses$1,216,784
Net Income-$42,299
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$178,896-$178,896
JAMES H STEWARTCo-Trustee-$34,923-$34,923
Filing and Contact Details

Filer

Filer Name
Muriel Whiteside Charitable Tr
EIN
41-6370669
Phone
2187232870
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
2187232870
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1072159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10819823
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111233691
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121110136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1226994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1232197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1242903173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm030231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1983919101 XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm268389X105 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3125896100 C M S ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4464287465 ISHARES MSCI EAFE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5949746101 WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9760759100 REPUBLIC SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1017275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1165339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14233331107 D T E ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1798956P102 ZIMMER BIOMET HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18695156109 PACKAGING CORP AMERI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19641233200 NEUBERGER BERMAN GEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2022160K105 COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2138141W398 GOLDMAN SACHS M C VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2331620M106 FIDELITY NATL INFORM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2440434L105 HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25493267108 KEYCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26571748102 MARSH MCLENNAN COS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2720030N101 COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32166764100 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33020002101 ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34718172109 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3591324P102 UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3620825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3700287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39126408103 CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40G47791101 INGERSOLL RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4122822V101 CROWN CASTLE INTL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42779556109 ROWE T PRICE MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4346625H100 J P MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44478160104 JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46718546104 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47G1151C101 ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48464287234 ISHARES MSCI EMERGIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5100206R102 ATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5409247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55742718109 PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56922908553 VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57025537101 AMERICAN ELECTRIC PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58494368103 KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59532457108 ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62464288778 ISHARES DOW JONES US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63922908645 VANGUARD MID-CAP IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64464288448 ISHARES INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6512572Q105 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66835495102 SONOCO PRODS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67693475105 P N C FINANCIAL SERV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68867224107 SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70922908686 VANGUARD SMALL CAP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7109253F408 ISHARES MSCI EAFE IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73482480100 KLA TENCOR CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7474144T108 T ROWE PRICE GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7530040W108 EVERSOURCE ENERGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7825746U109 DOMINION RESOURCES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7958933Y105 MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80253868103 DIGITAL REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81701094104 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8291913Y100 VALERO ENERGY CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84023608102 AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8511135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86427866108 THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87922038203 VANGUARD GLOBAL EQUI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88071813109 BAXTER INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90921910501 VANGUARD INTL GRWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91459200101 INTERNATIONAL BUSINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9274251V102 PRINCIPAL FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9498389B100 X CEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95244199105 DEERE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9655261F104 M T BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99464287200 ISHARES S P 500 E T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10046434G103 ISHARES CORE MSCI EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10146432F842 ISHARES CORE MSCI EA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102665859104 NORTHERN TR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10389832Q109 TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10587612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107053484101 AVALONBAY CMNTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10930225T102 EXTRA SPACE STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11092343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111H84989104 TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112086516101 BEST BUY CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113177376100 CITRIX SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114G8994E103 TRANE TECHNOLOGIES P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11545687V106 INGERSOLL RAND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117723484101 PINNACLE WEST CAP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120053611109 AVERY DENNISON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121670678507 NUVEEN REAL ESTATE S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122278642103 EBAY INC.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$15.5$0.00$2.14$2.09$0.06
2022Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$2.11$1.94$0.17
2021Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$1.83$1.50$0.34
2020Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.17$1.22$0.04
2020Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.17$1.22$0.04
2019Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$1.77$1.52$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$17.5$1.81$1.45$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.00$16.3$1.36$1.03$0.33
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.00$15.9$2.24$1.50$0.74
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.00$15.2$2.81$2.17$0.64
2013Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$2.70$1.97$0.73
2012Summary only. Only limited summary data is available for this year.$13.8$0.00$2.40$1.81$0.58
2011Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$1.98
2010Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$1.66