Siviq Scores
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Balance Sheet
Assets
Flat$866,786
Flat from 2011
Net Assets
$866,786
No earlier filing loaded for comparison.
Liabilities
Down$0
Down $1 (-100%) from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$64,781
Flat from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2011 to Dec 31, 2011
- Signed
- May 9, 2012
- Return Version
- 2011v1.2
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| - | Trustee | FT | $12,982 | - | $12,982 |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | CORNELL COLLEGE | SCHOLARSHIPS & BOOKS | PUBLIC | MT VERNON, IA, US | $49,802 |
Filing and Contact Details
Filer
- EIN
- 42-6362821
Raw XML Appendix363 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.
| Path | # | Value |
|---|---|---|
| AccountingFeesSchedule/AccountingFees/Amount | 0 | 750 |
| AccountingFeesSchedule/AccountingFees/Category | 0 | U.S. BANK, N.A., TAX PREP FEE |
| AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps | 0 | 750 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 0 | 4406 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 1 | 4051 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 0 | 35820 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 1 | 55120 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | GENERAL ELEC CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 1 | WELLS FARGO & CO |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 0 | 200000 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 1 | 112727 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 2 | 166888 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 3 | 90447 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 4 | 73500 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 5 | 42002 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 6 | 25000 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 7 | 50400 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 8 | 10000 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 9 | 45000 |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 0 | NUVEEN EQ INC FD |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 1 | NUVEEN ST BD FD |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 2 | NUVEEN EQ INDEX FD |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 3 | AMERN EUROPACIFIC |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 4 | T ROWE PRICE BLUE CHIP |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 5 | NUVEEN INTERMED GOVT BD |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 6 | CREDIT SUISSE COM |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 7 | T ROWE PRICE MID CAP GRWTH |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 8 | NEUBERGER BERMAN GENESIS |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 9 | NUVEEN REAL ESTATE SECURIT |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 0 | 208383 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 1 | 111130 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 2 | 152353 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 3 | 111073 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 4 | 129306 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 5 | 44472 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 6 | 22748 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 7 | 83076 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 8 | 12801 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 9 | 48120 |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 0 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 1 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 2 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 3 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 4 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 5 | AT COST |
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| IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV | 0 | 923462 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 0 | 1256.983 AMERICAN EUROPACIFIC GRTH F2 |
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| IRS990PF/DistributableAmount/MinimumInvestmentReturn | 0 | 55689 |
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| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE | 0 | NONE |
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| IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber | 0 | 3193569046 |
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| IRS990PF/StatementsRegardingActy4720/JeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson | 0 | true |
| IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn | 0 | false |
| IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied | 0 | false |
| IRS990PF/SupplementaryInformation/ContributingManager | 0 | NONE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 0 | 49802 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 0 | SCHOLARSHIPS & BOOKS |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 0 | CORNELL COLLEGE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine2 | 0 | ATTN GELNN W DODD |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus | 0 | PUBLIC |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship | 0 | NONE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 0 | 600 1ST ST NW |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 0 | MT VERNON |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 0 | IA |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 0 | 52314 |
| IRS990PF/SupplementaryInformation/OnlyContributesToPreselected | 0 | X |
| IRS990PF/SupplementaryInformation/ShareholderManager | 0 | NONE |
| IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear | 0 | 49802 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO | 0 | false |
| IRS990PF/UndistributedIncome/AppliedToCurrentYear | 0 | 2048 |
| IRS990PF/UndistributedIncome/AppliedToPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/AppliedToYear1 | 0 | 49802 |
| IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted | 0 | 55263 |
| IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromCurrentYear | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear1 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear2 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear4 | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYear1 | 0 | 2009 |
| IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYearUndistributedIncome | 0 | 0 |
| IRS990PF/UndistributedIncome/QualifyingDistributions | 0 | 51850 |
| IRS990PF/UndistributedIncome/RemainingDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount1 | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount2 | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalExcessDistriCarryover | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalForPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/UndistributedIncomeCY | 0 | 53215 |
| IRS990PF/UndistributedIncome/UndistributedIncomePriorYear | 0 | 49802 |
| OtherIncreasesSchedule/OtherIncreases/Amount | 0 | 60 |
| OtherIncreasesSchedule/OtherIncreases/Description | 0 | EXCISE TAX REFUND |
| TaxesSchedule/Taxes/Amount | 0 | 341 |
| TaxesSchedule/Taxes/Amount | 1 | 906 |
| TaxesSchedule/Taxes/Category | 0 | FOREIGN TAXES PAID |
| TaxesSchedule/Taxes/Category | 1 | EXCISE TAXES PAID |
| TaxesSchedule/Taxes/DisbursementsCharitablePrps | 0 | 0 |
| TaxesSchedule/Taxes/DisbursementsCharitablePrps | 1 | 0 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 0 | 341 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 1 | 0 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 426362821 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | WINIFRED EMERSON TRUST 03705210 |
| ReturnHeader/Filer/NameControl | 0 | EMER |
| ReturnHeader/Filer/Phone | 0 | 3193569046 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | P O BOX 7900 |
| ReturnHeader/Filer/USAddress/City | 0 | MADISON |
| ReturnHeader/Filer/USAddress/State | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 537077900 |
| ReturnHeader/Officer/DateSigned | 0 | 2012-05-09 |
| ReturnHeader/Officer/Name | 0 | US BANK NA |
| ReturnHeader/Officer/Phone | 0 | 3193569046 |
| ReturnHeader/Officer/Title | 0 | TRUSTEE |
| ReturnHeader/ReturnType | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2011-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2011-12-31 |
| ReturnHeader/TaxYear | 0 | 2011 |
| ReturnHeader/Timestamp | 0 | 2012-05-09T09:17:12-06:00 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $866,786
- Liabilities
- $0
- Net assets
- $866,786
- Revenue
- -
- Expenses
- $64,781
- Net income
- -