Civic Intelligence

Muriel Whiteside Charitable Tr 14905500

990PF • Fiscal year 2024 • EIN 41-6370669

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 30, 2025

PO Box 0634Milwaukee, WI 53201-0634

(218) 723-2870

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

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 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: $12023Assets 2024: $15,678,291Liabilities 2024: $0Net Assets 2024: $15,678,2912024

Highlighted filing

2024

Assets$15,678,291
Liabilities$0
Net Assets$15,678,291

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 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: $57,0912023Revenue 2024: $2,209,737Expenses 2024: $2,000,601Net Income 2024: $209,1362024

Highlighted filing

2024

Revenue$2,209,737
Expenses$2,000,601
Net Income$209,136
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

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$177,656-$177,656
JAMES H STEWARTCo-Trustee-$44,712-$44,712
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNATIONAL COUNCIL OF YOUNG MENS CHRISTIANGENERAL OPERATINGPCCHICAGO, IL, US$215,228
Paid GrantYOUNG WOMENS CHRISTIAN ASSOCIATIONGENERAL OPERATINGPCSAN ANTONIO, TX, US$215,228
Paid GrantUMD MEDICAL SCHOOLGENERAL OPERATINGPCDULUTH, MN, US$214,806
Paid GrantST LUKES HOSPITALGENERAL OPERATINGPCDULUTH, MN, US$214,806
Paid GrantBOYS & GIRLS CLUBS OF THE NORTHLANDGENERAL OPERATINGPCDULUTH, MN, US$185,994
Paid GrantANIMAL ALLIES HUMANE SOCIETY INCGENERAL OPERATNGPCDULUTH, MN, US$111,004
Paid GrantTHE DEPOT FOUNDATIONGENERAL OPERATINGPCDULUTH, MN, US$111,004
Paid GrantHEAD OF THE LAKES UNITED WAYGENERAL OPERATINGPCDULUTH, MN, US$96,176
Paid GrantAMERICAN CANCER SOCIETY INCGENERAL OPERATINGPCHAGERSTOWN, MD, US$29,658
Paid GrantPILGRIM CONGREGATIONAL CHURCHGENERAL OPERATINGPCDULUTH, MN, US$29,658
Paid GrantDULUTH SUPERIOR SYMPHONY ASSOCIATIONGENERAL OPERATINGPCDULUTH, MN, US$29,658
Paid GrantWDSE-WRPTGENERAL OPERATINGPCDULUTH, 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/StockNm28718172109 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2991324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3020825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3100287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33126408103 CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3446625H100 J P MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35478160104 JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36H1467J104 CHUBB LIMITED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37718546104 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38G1151C101 ACCENTURE PLC IRELAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40931142103 WAL MART STORES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4409247X101 BLACKROCK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46025537101 AMERICAN ELEC PWR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47053015103 AUTOMATIC DATA PROCE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49693475105 PNC FINANCIAL SVCS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52482480100 KLA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5330040W108 EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54231021106 CUMMINS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5658933Y105 MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57701094104 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5894106L109 WASTE MGMT INC DEL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59023608102 AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6011135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61459200101 INTL BUSINESS MCHN C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65580135101 MCDONALDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66053484101 AVALONBAY COMMUNITIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67747525103 QUALCOMM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6892343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69086516101 BEST BUY CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70G8994E103 TRANE TECHNOLOGIES P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7145687V106 INGERSOLL RAND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72713448108 PEPSICO INC CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75053611109 AVERY DENNISON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7626875P101 E O G RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77548661107 LOWES CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7875513E101 RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7931428X106 FED EX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80369550108 GENERAL DYNAMICS COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8188579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82681919106 OMNICOM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8492939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85617446448 MORGAN STANLEY COM N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8629364G103 ENTERGY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87191216100 COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88693506107 P P G INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89075887109 BECTON DICKINSON AND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90036752103 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9109260D107 BLACKSTONE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92595017104 MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94099502106 BOOZ ALLEN HAMILTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9591913Y100 VALERO ENERGY CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96064058100 BANK OF NEW YORK MEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97370334104 GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98372460105 GENUINE PARTS COMPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99452308109 ILLINOIS TOOL WORKSI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10074340W103 PROLOGIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10174460D109 PUBLIC STORAGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102842587107 SOUTHERN CO THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10392826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104G54950103 LINDE PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10509290D101 BLACKROCK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106254687106 WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107278642103 EBAY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108512807306 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109744573106 PUBLIC SVC ENTERPRIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11083444M101 SOLVENTUM CORP COM S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111872540109 TJX COMPANIES INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt152174010
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0265991109 DU NORD LAND CO LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt197MSCPEJ7 WAYLAND LAND, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt287245P668 TIAA CREF INFLATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3997006AV3 LAND VACANT LAND PEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4997006AU5 LAND VACANT LAND PEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287499 ISHARES RUSSELL MID
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464287234 ISHARES MSCI EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287200 ISHARES CORE S P 500
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1174440B884 PGIM TOTAL RETURN BO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12922908645 VANGUARD MID-CAP IND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14922908686 VANGUARD SMALL CAP I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16922908553 VANGUARD REAL ESTATE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22641233200 NEUBERGER BERMAN GEN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26997006CG4 LAND N1083 SILVERTON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2752471E258 CLEARBRIDGE INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28779556406 ROWE T PRICE MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29922908769 VANGUARD TOTAL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt117020
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$2.21$2.00$0.21
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
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