Civic Intelligence

Blanche Bordley Trust 051330C

990PF • Fiscal year 2016 • EIN 43-6018209

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 14, 2017

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-50%

Higher net margin than 12% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

58th percentile

$59,348

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 30.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

33rd percentile

-2.4%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-21%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,984,947

Down $98,357 (-2.4%) from 2015

Net Assets

$3,984,947

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin12th percentile

Revenue

Down

$197,742

Down $51,346 (-21%) from 2015

Expenses

Up

$296,299

Up $70,468 (+31%) from 2015

Net Income

Down

-$98,557

Down $121,814 (-524%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,657,861Liabilities 2011: $02011Assets 2012: $3,614,453Liabilities 2012: $02012Assets 2013: $3,553,891Liabilities 2013: $02013Assets 2014: $3,766,321Liabilities 2014: $0Net Assets 2014: $3,766,3212014Assets 2015: $4,083,304Liabilities 2015: $02015Assets 2016: $3,984,947Liabilities 2016: $0Net Assets 2016: $3,984,9472016Assets 2017: $4,083,719Liabilities 2017: $0Net Assets 2017: $4,083,7192017Assets 2018: $4,067,691Liabilities 2018: $0Net Assets 2018: $4,067,6912018Assets 2019: $4,041,578Liabilities 2019: $0Net Assets 2019: $4,041,5782019Assets 2020: $3,791,820Liabilities 2020: $0Net Assets 2020: $3,791,8202020Assets 2021: $4,089,343Liabilities 2021: $0Net Assets 2021: $4,089,3432021Assets 2022: $4,145,619Liabilities 2022: $0Net Assets 2022: $4,145,6192022Assets 2023: $4,100,449Liabilities 2023: $0Net Assets 2023: $4,100,4492023Assets 2024: $4,272,656Liabilities 2024: $0Net Assets 2024: $4,272,6562024Assets 2025: $4,819,182Liabilities 2025: $0Net Assets 2025: $4,819,1822025

Highlighted filing

2016

Assets$3,984,947
Liabilities$0
Net Assets$3,984,947
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $161,108Expenses 2011: $268,568Net Income 2011: -$107,4602011Revenue 2012: $133,491Expenses 2012: $176,380Net Income 2012: -$42,8892012Revenue 2013: $245,742Expenses 2013: $306,826Net Income 2013: -$61,0842013Revenue 2014: $779,628Expenses 2014: $268,704Net Income 2014: $510,9242014Revenue 2015: $249,088Expenses 2015: $225,831Net Income 2015: $23,2572015Revenue 2016: $197,742Expenses 2016: $296,299Net Income 2016: -$98,5572016Revenue 2017: $272,464Expenses 2017: $173,695Net Income 2017: $98,7692017Revenue 2018: $362,044Expenses 2018: $378,071Net Income 2018: -$16,0272018Revenue 2019: $229,582Expenses 2019: $270,898Net Income 2019: -$41,3162019Revenue 2020: $262,511Expenses 2020: $497,091Net Income 2020: -$234,5802020Revenue 2021: $632,031Expenses 2021: $238,026Net Income 2021: $394,0052021Revenue 2022: $170,538Expenses 2022: $394,517Net Income 2022: -$223,9792022Revenue 2023: $363,190Expenses 2023: $224,567Net Income 2023: $138,6232023Revenue 2024: $751,390Expenses 2024: $579,177Net Income 2024: $172,2132024Revenue 2025: $629,883Expenses 2025: $83,343Net Income 2025: $546,5402025

Highlighted filing

2016

Revenue$197,742
Expenses$296,299
Net Income-$98,557
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 14, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$59,348-$59,348
Filing and Contact Details

Filer

Filer Name
Blanche Bordley Trust 051330c
EIN
43-6018209
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2017-01-14
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix374 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/AccountingFeesDetail/Amt02500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0464410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1145129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2140660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4456326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5264138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt672133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7350000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8482113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt996423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10337479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11168739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12243739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13192845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1448211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1548211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16144634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1748211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0848359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1265947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2244900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3121033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4533491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5313148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6123179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7352992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8500135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt996819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10331776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11171183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12220677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13185413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1445242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1547950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16150524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1748694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0T ROWE PRICE GROWTH STK #40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1T ROWE PRICE MID CAP GWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2T ROWE PRICE MID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3T ROWE PRICE SM CAP VAL ADV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4NUVEEN INTL SELECT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5NUVEEN REAL ESTATE SECURIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6NUVEEN SMALL CAP GRWTH OPP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7DODGE & COX STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BAIRD AGGREGATE BOND FD INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CAMBIAR INTL EQUITY FUND INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FEDERATED INST HI YLD BD FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11FIDELITY INVT TR AD INTL DISCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CAUSEWAY EMERGING MARKETS INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13GOLDMAN SACHS COMM STRAT INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14LOOMIS SAYLES STRATEGIC ALPHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15LS OPPORTUNITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16NEUBERGER BERMAN LONG SH INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17NUVEEN INFLATION PRO SEC CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ROBECO BOSTON PARTNERS L S RSR
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt073272
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0124034
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0436
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0197742
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0197742
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0124034
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05935
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt053413
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt059348
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0231116
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0231116
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt073272
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt073272
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-98557
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0220457
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0124034
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0142470
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0436
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01423
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03335
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0239551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt054836
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0296299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0197306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0197742
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08435
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt054836
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt065183
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt096423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-47797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1171831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-47797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt048626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc04609.106 GOLDMAN SACHS COMM STRAT INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0124034
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-98557
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0200
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03984947
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04083304
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03984947
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0231568
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0231568
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0231568
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0232993
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01425
IRS990PF/DistributableAmountGrp/TotalTaxAmt01425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01428
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02403
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0975
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03828
IRS990PF/FMVAssetsEOYAmt04811326
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04083304
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03984947
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01042
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01022
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01022
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03871506
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03775083
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04601462
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0210756
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0208842
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0208842
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04083304
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03984947
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04811326
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04083304
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03984947
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04083304
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03984947
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04730816
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0267237
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04463579
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt070962
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0232993
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04659854
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04730816
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt059348
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 0634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0532010634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0196748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0198173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0155672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0200213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0249853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0122018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0220171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.031416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.040709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.029535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.054477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04659854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04955166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04918181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04545154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04131244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04041505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0239551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.211108
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0238126
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0239551
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01425
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0239551
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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 0634
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0532010634
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03144182643
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0231116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST LOUIS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03545 LAFAYETTE AVE 6TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0231116
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt082954
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0156597
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0231568
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0239551
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0148614
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0156597
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0436
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt01423
TaxesSchedule/TaxesDetail/Amt11912
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01423
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03144182643
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLANCHE BORDLEY TRUST 051330C
ReturnHeader/Filer/BusinessNameControlTxt0BORD
ReturnHeader/Filer/EIN0436018209
ReturnHeader/Filer/PhoneNum03144182643
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-01T19:00:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,984,947
Liabilities
$0
Net assets
$3,984,947
Revenue
$197,742
Expenses
$296,299
Net income
-$98,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.63$0.08$0.55
2024Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.75$0.58$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.36$0.22$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.17$0.39$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.63$0.24$0.39
2020Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.26$0.50$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.23$0.27$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.36$0.38$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.27$0.17$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.20$0.30$0.10
2015Summary only. Only limited summary data is available for this year.$4.08$0.00$0.25$0.23$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.78$0.27$0.51
2013Summary only. Only limited summary data is available for this year.$3.55$0.00$0.25$0.31$0.06
2012Summary only. Only limited summary data is available for this year.$3.61$0.00$0.13$0.18$0.04
2011Summary only. Only limited summary data is available for this year.$3.66$0.00$0.16$0.27$0.11