Civic Intelligence

Margaret B Barry Foundation C/O Wells Fargo Private Bank

990PF • Fiscal year 2017 • EIN 42-6562404

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 24, 2018

Organization Profile
C/O Wells Fargo Private BankDes Moines, IA 50309-3907

(515) 245-3326

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

7th percentile

-69%

Higher net margin than 7% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

17th percentile

-5.5%

Faster asset growth than 17% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-8.7%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,271,862

Down $73,777 (-5.5%) from 2016

Net Assets

Down

$1,271,862

Down $73,777 (-5.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Down

$107,006

Down $10,223 (-8.7%) from 2016

Expenses

Down

$181,039

Down $4,071 (-2.2%) from 2016

Net Income

Down

-$74,033

Down $6,152 (-9.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2007: $1,476,863Liabilities 2007: $02007Assets 2008: $1,304,718Liabilities 2008: $02008Assets 2009: $1,428,336Liabilities 2009: $02009Assets 2010: $1,376,370Liabilities 2010: $02010Assets 2011: $1,302,711Liabilities 2011: $02011Assets 2012: $1,286,657Liabilities 2012: $02012Assets 2013: $1,275,279Liabilities 2013: $02013Assets 2014: $1,335,767Liabilities 2014: $0Net Assets 2014: $1,335,7672014Assets 2015: $1,413,589Liabilities 2015: $0Net Assets 2015: $1,413,5892015Assets 2016: $1,345,639Liabilities 2016: $0Net Assets 2016: $1,345,6392016Assets 2017: $1,271,862Liabilities 2017: $0Net Assets 2017: $1,271,8622017Assets 2018: $3,357,490Liabilities 2018: $0Net Assets 2018: $3,357,4902018Assets 2019: $3,504,612Liabilities 2019: $0Net Assets 2019: $3,504,6122019Assets 2020: $3,627,276Liabilities 2020: $0Net Assets 2020: $3,627,2762020Assets 2021: $3,381,642Liabilities 2021: $0Net Assets 2021: $3,381,6422021Assets 2022: $1,693,116Liabilities 2022: $0Net Assets 2022: $1,693,1162022Assets 2023: $1,880,348Liabilities 2023: $0Net Assets 2023: $1,880,3482023Assets 2024: $1,785,314Liabilities 2024: $0Net Assets 2024: $1,785,3142024

Highlighted filing

2017

Assets$1,271,862
Liabilities$0
Net Assets$1,271,862
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

$400K$200K$0-$200KRevenue 2007: $154,244Expenses 2007: $101,223Net Income 2007: $53,0212007Revenue 2008: $48,532Expenses 2008: $221,766Net Income 2008: -$173,2342008Revenue 2009: $219,063Expenses 2009: $95,533Net Income 2009: $123,5302009Revenue 2010: $96,618Expenses 2010: $148,554Net Income 2010: -$51,9362010Revenue 2011: $94,181Expenses 2011: $168,322Net Income 2011: -$74,1412011Revenue 2012: $134,575Expenses 2012: $163,311Net Income 2012: -$28,7362012Revenue 2013: $152,945Expenses 2013: $164,342Net Income 2013: -$11,3972013Revenue 2014: $153,578Expenses 2014: $92,986Net Income 2014: $60,5922014Revenue 2015: $152,137Expenses 2015: $74,794Net Income 2015: $77,3432015Revenue 2016: $117,229Expenses 2016: $185,110Net Income 2016: -$67,8812016Revenue 2017: $107,006Expenses 2017: $181,039Net Income 2017: -$74,0332017Revenue 2018: $79,787Expenses 2018: $237,696Net Income 2018: -$157,9092018Revenue 2019: $116,098Expenses 2019: $174,084Net Income 2019: -$57,9862019Revenue 2020: $83,057Expenses 2020: $5,060Net Income 2020: $77,9972020Revenue 2021: $188,209Expenses 2021: $215,674Net Income 2021: -$27,4652021Revenue 2022: $103,447Expenses 2022: $221,873Net Income 2022: -$118,4262022Revenue 2023: $399,906Expenses 2023: $287,541Net Income 2023: $112,3652023Revenue 2024: $122,129Expenses 2024: $286,453Net Income 2024: -$164,3242024

Highlighted filing

2017

Revenue$107,006
Expenses$181,039
Net Income-$74,033
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 24, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG SCHRADERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Margaret B Barry Foundation
EIN
42-6562404
Phone
5152453326
Address
C/O WELLS FARGO PRIVATE BANK, DES MOINES, IA 50309-3907

Signing Officer

Name
Craig Schrader
Title
President
Phone
5152453326
Signed
2018-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Butler Burke Llp
Address
100 CLUB OAKS COURT, WINSTONSALEM, NC 27104
Preparer
Jane R Potter
Phone
3367682310
Raw XML Appendix364 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
CashDeemedCharitableExplnStmt/ShortExplanationTxt0BASED ON PART V, APPROXIMATELY $160,000 ARE NEEDED TO QUALIFY FOR SECTION 4940(E)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0WELLS FARGO - MUTUAL FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt012331
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt012661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0WELLS FARGO - MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02404
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03647
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt088791
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt094856
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt094856
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03647
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0160000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0160000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02393
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02404
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-74033
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0100941
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0100941
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt072926
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03647
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt088092
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt088791
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01980
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01980
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02132
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06397
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08529
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010526
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010530
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0162132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018903
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0181039
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0106995
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0107006
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02132
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018903
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt018124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt150654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt153262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO- PROVIDED UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO- PROVIDED UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WELLS FARGO- PROVIDED UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03647
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-74033
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0256
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01271862
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01345639
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01271862
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0170310
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0170310
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0170310
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0171191
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0881
IRS990PF/DistributableAmountGrp/TotalTaxAmt0881
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0774
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01655
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0881
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0774
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0881
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0881
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01655
IRS990PF/FMVAssetsEOYAmt03462430
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt033
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt044
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt044
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt046360
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt012331
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt012661
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012811
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02479
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03113
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01251800
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01251800
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01251800
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03441000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012578
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04287
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04691
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01345639
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01271862
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt022057
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0921
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0921
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01345639
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01271862
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03462430
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01345639
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01271862
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01345639
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01271862
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03583812
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt086134
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt055634
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0160000
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03442044
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0171191
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03423812
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03583812
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CRAIG SCHRADER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0500 EAST COURT AVE STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DES MOINES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0143882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0144763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0161502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt052671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt052826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0145567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0142230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.014505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.023573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.063675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.062116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03423812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03491889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03631301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02240918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02286111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02289743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0162132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.210120
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0161251
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0162132
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0881
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0162132
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WELLS FARGO PRIVATE BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0666 WALNUT ST FL 2
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DES MOINES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050309
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05152453247
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt080000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt180000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CANCER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1LURIE CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0IOWA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NORTHWESTERN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02505 ELWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12020 RIDGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0160000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0162132
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0170310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08178
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02322
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02322
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0162132
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02322
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010500
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt012578
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0WELLS FARGO - ALTERNATE FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04287
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04691
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER FARM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0197
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11783
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0197
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11783
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt014
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WELLS FARGO
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt014
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt014
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0256
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER CHANGES DUE TO TIMING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08529
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02132
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06397
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/Amt1356
TaxesSchedule/TaxesDetail/Amt210170
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt2PROPERTY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1356
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt210170
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG SCHRADER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05152453326
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET B BARRY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/0 WELLS FARGO PRIVATE BANK
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0426562404
ReturnHeader/Filer/PhoneNum05152453326
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O WELLS FARGO PRIVATE BANK
ReturnHeader/Filer/USAddress/CityNm0DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0503093907
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C69949445AFF7967C37FF4FA3E179E6153D10E9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.101.54.50
ReturnHeader/FilingSecurityInformation/IPDt02018-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:17:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561138530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUTLER BURKE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CLUB OAKS COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTONSALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027104
ReturnHeader/PreparerPersonGrp/PhoneNum03367682310
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE R POTTER
ReturnHeader/ReturnTs02018-11-06T08:15:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,271,862
Liabilities
$0
Net assets
$1,271,862
Revenue
$107,006
Expenses
$181,039
Net income
-$74,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.12$0.29$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.40$0.29$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.10$0.22$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.19$0.22$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.08$0.01$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.12$0.17$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.08$0.24$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11$0.18$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.12$0.19$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.15$0.07$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.15$0.09$0.06
2013Summary only. Only limited summary data is available for this year.$1.28$0.00$0.15$0.16$0.01
2012Summary only. Only limited summary data is available for this year.$1.29$0.00$0.13$0.16$0.03
2011Summary only. Only limited summary data is available for this year.$1.30$0.00$0.09$0.17$0.07
2010Summary only. Only limited summary data is available for this year.$1.38$0.00$0.10$0.15$0.05
2009Summary only. Only limited summary data is available for this year.$1.43$0.00$0.22$0.10$0.12
2008Summary only. Only limited summary data is available for this year.$1.30$0.00$0.05$0.22$0.17
2007Summary only. Only limited summary data is available for this year.$1.48$0.00$0.15$0.10$0.05