Civic Intelligence

Gertrude a Bodwell Trust UW

990PF • Fiscal year 2019 • EIN 42-6235454

Oct 01, 2018 to Sep 30, 2019 • Filed on Dec 27, 2019

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(319) 235-3255

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

39th percentile

-1.5%

Higher net margin than 39% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$5,728

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

-0.1%

Faster asset growth than 46% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$348,086

Down $395 (-0.1%) from 2018

Net Assets

Down

$348,086

Down $395 (-0.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin39th percentile

Revenue

Down

$27,003

Down $8,978 (-25%) from 2018

Expenses

Up

$27,396

Up $2,095 (+8.3%) from 2018

Net Income

Down

-$393

Down $11,073 (-104%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$400K$300K$200K$100K$0Assets 2011: $346,680Liabilities 2011: $02011Assets 2012: $333,994Liabilities 2012: $0Net Assets 2012: $333,9942012Assets 2013: $342,568Liabilities 2013: $0Net Assets 2013: $342,5682013Assets 2014: $343,128Liabilities 2014: $0Net Assets 2014: $343,1282014Assets 2015: $352,880Liabilities 2015: $0Net Assets 2015: $352,8802015Assets 2016: $347,636Liabilities 2016: $0Net Assets 2016: $347,6362016Assets 2017: $337,800Liabilities 2017: $0Net Assets 2017: $337,8002017Assets 2018: $348,481Liabilities 2018: $0Net Assets 2018: $348,4812018Assets 2019: $348,086Liabilities 2019: $0Net Assets 2019: $348,0862019Assets 2020: $338,457Liabilities 2020: $0Net Assets 2020: $338,4572020Assets 2021: $359,532Liabilities 2021: $0Net Assets 2021: $359,5322021Assets 2022: $372,943Liabilities 2022: $0Net Assets 2022: $372,9432022Assets 2023: $355,129Liabilities 2023: $0Net Assets 2023: $355,1292023Assets 2024: $341,293Liabilities 2024: $0Net Assets 2024: $341,2932024Assets 2025: $344,234Liabilities 2025: $0Net Assets 2025: $344,2342025

Highlighted filing

2019

Assets$348,086
Liabilities$0
Net Assets$348,086
Open 2019 Filing

Operations Trend

Revenue Growth21st percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: -$1,716Expenses 2011: $20,975Net Income 2011: -$22,6912011Expenses 2012: $22,9842012Expenses 2013: $23,2112013Revenue 2014: $25,554Expenses 2014: $24,992Net Income 2014: $5622014Revenue 2015: $34,685Expenses 2015: $24,932Net Income 2015: $9,7532015Revenue 2016: $21,638Expenses 2016: $26,883Net Income 2016: -$5,2452016Revenue 2017: $12,546Expenses 2017: $22,381Net Income 2017: -$9,8352017Revenue 2018: $35,981Expenses 2018: $25,301Net Income 2018: $10,6802018Revenue 2019: $27,003Expenses 2019: $27,396Net Income 2019: -$3932019Revenue 2020: $15,264Expenses 2020: $24,893Net Income 2020: -$9,6292020Revenue 2021: $48,027Expenses 2021: $26,952Net Income 2021: $21,0752021Revenue 2022: $40,975Expenses 2022: $27,563Net Income 2022: $13,4122022Revenue 2023: $7,865Expenses 2023: $25,679Net Income 2023: -$17,8142023Revenue 2024: $9,995Expenses 2024: $23,831Net Income 2024: -$13,8362024Revenue 2025: $27,911Expenses 2025: $24,967Net Income 2025: $2,9442025

Highlighted filing

2019

Revenue$27,003
Expenses$27,396
Net Income-$393
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Dec 27, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S BANKTrustee-$5,728-$5,728
Filing and Contact Details

Filer

Filer Name
Gertrude a Bodwell Trust
EIN
42-6235454
Phone
3192353255
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a
Title
Trustee
Phone
3192353255
Signed
2019-12-27
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4147655322
Raw XML AppendixShowing 400 of 508 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/GrossSalesPriceAmt017371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt223976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt335259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt442836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt513113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt819095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt95001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1015440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1224375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt149056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1522464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1630961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt175989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1838291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt198152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02187.819 AMERICAN CENTURY SMALL CAP VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1308.25 AMERICAN CENTURY SMALL CAP VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22572.506 DRIEHAUS ACTIVE INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31985.314 JOHN HANCOCK FDS III DISCPLN V I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc44087.387 NUVEEN CORE PLUS BOND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51143.235 TIAA CREF INFLATION LINKED BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6880.088 AMERICAN CENT EQUITY INCOME CL INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71027.232 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81640.422 HIGHLAND LONG SHORT EQUITY Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc950. ISHARES DOW JONES SELECT DIV ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10361. ISHARES MSCI EMERGING MARKETS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11106. ISHARES DJ US REAL ESTATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc122502.607 LOOMIS SAYLES STRATEGIC ALPHA FUND Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13338.066 PGIM TOTAL RETURN BOND CL R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1494.251 ROWE T PRICE MID CAP GROWTH FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15998.847 LAUDUS INTERNATIONAL MARKETMASTERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc162991.39 TIAA CREF SHORT TERM BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17541.028 BAIRD AGGREGATE BOND FD INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc183458.972 BAIRD AGGREGATE BOND FD INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19553.019 PGIM TOTAL RETURN BOND CL R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20139.535 FIDELITY INTERMEDIATE MUNI INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt016731
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-393
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0348088
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0348481
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0348086
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019368
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019368
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019368
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019581
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0213
IRS990PF/DistributableAmountGrp/TotalTaxAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0216
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0395
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0179
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0608
IRS990PF/FMVAssetsEOYAmt0399151
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0348481
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0348086
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0117158
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0125517
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0126309
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0220666
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0215959
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0266232
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010657
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06610
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06610
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0348481
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0348086
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0399151
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0348481
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0348086
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0348481
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0348086
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0397583
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016823
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0380760
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05964
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019581
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0391619
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0397583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05728
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0U S BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0532010634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt018779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt018992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt019614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt017197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt021198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt019130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.056252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0391619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0417948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0394416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0376837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0403566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0411821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt021017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.239767
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt020804
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt021017
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0213
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt021017
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/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/AddressLine1Txt0PO BOX 2043
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0532010634
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$348,086
Liabilities
$0
Net assets
$348,086
Revenue
$27,003
Expenses
$27,396
Net income
-$393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.28$0.25$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.10$0.24$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.08$0.26$0.18
2022Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.41$0.28$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.48$0.27$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.15$0.25$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.27$0.27$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.36$0.25$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.13$0.22$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.22$0.27$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.35$0.25$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.26$0.25$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.23
2012Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.23
2011Summary only. Only limited summary data is available for this year.$3.47$0.00$0.02$0.21$0.23