Muriel Whiteside Charitable Tr 14905500
990PF • Fiscal year 2024 • EIN 41-6370669
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Up$15,678,291
Up $206,002 (+1.3%) from 2023
Net Assets
$15,678,291
No earlier filing loaded for comparison.
Liabilities
Down$0
Down $1 (-100%) from 2023
Revenue And Expenses
Revenue
Up$2,209,737
Up $66,332 (+3.1%) from 2023
Expenses
Down$2,000,601
Down $85,713 (-4.1%) from 2023
Net Income
Up$209,136
Up $152,045 (+266%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Apr 30, 2025
- Return Version
- 2024v5.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| US BANK NA | Trustee | - | $177,656 | - | $177,656 |
| JAMES H STEWART | Co-Trustee | - | $44,712 | - | $44,712 |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | NATIONAL COUNCIL OF YOUNG MENS CHRISTIAN | GENERAL OPERATING | PC | CHICAGO, IL, US | $215,228 |
| Paid Grant | YOUNG WOMENS CHRISTIAN ASSOCIATION | GENERAL OPERATING | PC | SAN ANTONIO, TX, US | $215,228 |
| Paid Grant | UMD MEDICAL SCHOOL | GENERAL OPERATING | PC | DULUTH, MN, US | $214,806 |
| Paid Grant | ST LUKES HOSPITAL | GENERAL OPERATING | PC | DULUTH, MN, US | $214,806 |
| Paid Grant | BOYS & GIRLS CLUBS OF THE NORTHLAND | GENERAL OPERATING | PC | DULUTH, MN, US | $185,994 |
| Paid Grant | ANIMAL ALLIES HUMANE SOCIETY INC | GENERAL OPERATNG | PC | DULUTH, MN, US | $111,004 |
| Paid Grant | THE DEPOT FOUNDATION | GENERAL OPERATING | PC | DULUTH, MN, US | $111,004 |
| Paid Grant | HEAD OF THE LAKES UNITED WAY | GENERAL OPERATING | PC | DULUTH, MN, US | $96,176 |
| Paid Grant | AMERICAN CANCER SOCIETY INC | GENERAL OPERATING | PC | HAGERSTOWN, MD, US | $29,658 |
| Paid Grant | PILGRIM CONGREGATIONAL CHURCH | GENERAL OPERATING | PC | DULUTH, MN, US | $29,658 |
| Paid Grant | DULUTH SUPERIOR SYMPHONY ASSOCIATION | GENERAL OPERATING | PC | DULUTH, MN, US | $29,658 |
| Paid Grant | WDSE-WRPT | GENERAL OPERATING | PC | DULUTH, MN, US | $29,658 |
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
- 2025-04-30
- 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
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| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 24 | 654106103 NIKE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 25 | 458140100 INTEL CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 26 | 166764100 CHEVRON CORP COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 27 | 020002101 ALLSTATE CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 28 | 718172109 PHILIP MORRIS INTL |
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| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 31 | 00287Y109 ABBVIE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 32 | G5960L103 MEDTRONIC PLC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 33 | 126408103 CSX CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 34 | 46625H100 J P MORGAN CHASE CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 35 | 478160104 JOHNSON JOHNSON |
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| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 37 | 718546104 PHILLIPS 66 |
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| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 40 | 931142103 WAL MART STORES INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 41 | 00206R102 ATT INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 42 | 609207105 MONDELEZ INTL INC CL |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 43 | G29183103 EATON CORP PLC SHS |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 44 | 09247X101 BLACKROCK INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 45 | 742718109 PROCTER GAMBLE CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 46 | 025537101 AMERICAN ELEC PWR CO |
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| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 50 | 002824100 ABBOTT LABORATORIES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 51 | 110122108 BRISTOL MYERS SQUIBB |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 52 | 482480100 KLA CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 53 | 30040W108 EVERSOURCE ENERGY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 54 | 231021106 CUMMINS INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 55 | 437076102 HOME DEPOT INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 56 | 58933Y105 MERCK AND CO INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 57 | 701094104 PARKER HANNIFIN CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 58 | 94106L109 WASTE MGMT INC DEL C |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 59 | 023608102 AMEREN CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 60 | 11135F101 BROADCOM INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 61 | 459200101 INTL BUSINESS MCHN C |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 62 | 512807108 LAM RESEARCH CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 63 | 911312106 UNITED PARCEL SERVIC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 64 | 666807102 NORTHROP GRUMMAN COR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 65 | 580135101 MCDONALDS CORP COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 66 | 053484101 AVALONBAY COMMUNITIE |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 67 | 747525103 QUALCOMM INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 68 | 92343V104 VERIZON COMMUNICATIO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 69 | 086516101 BEST BUY CO INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 70 | G8994E103 TRANE TECHNOLOGIES P |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 71 | 45687V106 INGERSOLL RAND INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 72 | 713448108 PEPSICO INC CAP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 73 | 060505104 BANK OF AMERICA CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 74 | 032654105 ANALOG DEVICES INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 75 | 053611109 AVERY DENNISON CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 76 | 26875P101 E O G RES INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 77 | 548661107 LOWES CO INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 78 | 75513E101 RTX CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 79 | 31428X106 FED EX CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 80 | 369550108 GENERAL DYNAMICS COR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 81 | 88579Y101 3M CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 82 | 681919106 OMNICOM GROUP INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 83 | 717081103 PFIZER INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 84 | 92939U106 WEC ENERGY GROUP INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 85 | 617446448 MORGAN STANLEY COM N |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 86 | 29364G103 ENTERGY CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 87 | 191216100 COCA COLA COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 88 | 693506107 P P G INDS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 89 | 075887109 BECTON DICKINSON AND |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 90 | 036752103 ELEVANCE HEALTH INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 91 | 09260D107 BLACKSTONE GROUP INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 92 | 595017104 MICROCHIP TECHNOLOGY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 93 | 007903107 ADVANCED MICRO DEVIC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 94 | 099502106 BOOZ ALLEN HAMILTON |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 95 | 91913Y100 VALERO ENERGY CORP C |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 96 | 064058100 BANK OF NEW YORK MEL |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 97 | 370334104 GENERAL MILLS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 98 | 372460105 GENUINE PARTS COMPAN |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 99 | 452308109 ILLINOIS TOOL WORKSI |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 100 | 74340W103 PROLOGIS INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 101 | 74460D109 PUBLIC STORAGE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 102 | 842587107 SOUTHERN CO THE |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 103 | 92826C839 VISA INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 104 | G54950103 LINDE PLC SHS |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 105 | 09290D101 BLACKROCK INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 106 | 254687106 WALT DISNEY CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 107 | 278642103 EBAY INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 108 | 512807306 LAM RESEARCH CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 109 | 744573106 PUBLIC SVC ENTERPRIS |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 110 | 83444M101 SOLVENTUM CORP COM S |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 111 | 872540109 TJX COMPANIES INC |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 0 | 334 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 1 | 1 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 2 | 1 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 3 | 200498 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 4 | 199712 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 5 | 1570480 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 6 | 750000 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 7 | 971150 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 8 | 960000 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 9 | 1913518 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 10 | 94584 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 11 | 420839 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 12 | 100000 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 13 | 351 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 14 | 1347692 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 15 | 2174010 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 16 | 130000 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 17 | 430480 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 18 | 635790 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 19 | 1 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 20 | 1000000 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 21 | 50000 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 22 | 223708 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 0 | 265991109 DU NORD LAND CO LLC |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 1 | 97MSCPEJ7 WAYLAND LAND, LLC |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 2 | 87245P668 TIAA CREF INFLATION |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 3 | 997006AV3 LAND VACANT LAND PEC |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 4 | 997006AU5 LAND VACANT LAND PEC |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 5 | 464287499 ISHARES RUSSELL MID |
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| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 10 | 04314H568 ARTISAN HIGH INCOME |
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| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 12 | 922908645 VANGUARD MID-CAP IND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 13 | 46432F842 ISHARES CORE MSCI EA |
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| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 15 | 524686524 CLEARBRIDGE INTERNAT |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 16 | 922908553 VANGUARD REAL ESTATE |
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| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 26 | 997006CG4 LAND N1083 SILVERTON |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 27 | 52471E258 CLEARBRIDGE INTERNAT |
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| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 29 | 922908769 VANGUARD TOTAL STOCK |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 0 | 1066 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 1 | 17020 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 2 | 528 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 3 | 491 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 4 | 292339 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 5 | 405601 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 6 | 1566600 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 7 | 790363 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 8 | 938062 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 9 | 1870055 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 10 | 2073260 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 11 | 171695 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 12 | 472926 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 13 | 116928 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 14 | 4141238 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 15 | 3638143 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 16 | 2131800 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 17 | 252165 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 18 | 355940 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 19 | 633669 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 20 | 1748 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 21 | 1198694 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 22 | 97795 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 23 | 217358 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 0 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 1 | AT COST |
Document Assets
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Filings
Displayed year
2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $15,678,291
- Liabilities
- $0
- Net assets
- $15,678,291
- Revenue
- $2,209,737
- Expenses
- $2,000,601
- Net income
- $209,136