Civic Intelligence

Castlen Harry W Trust Ua 079950F

990PF • Fiscal year 2019 • EIN 43-6029856

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 06, 2020

PO Box 0634Milwaukee, WI 53201-0634

(866) 949-4420

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

13th percentile

-34%

Higher net margin than 13% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

66th percentile

$21,349

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

29th percentile

-2.9%

Faster asset growth than 29% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$822,524

Down $24,222 (-2.9%) from 2018

Net Assets

Down

$822,524

Down $24,222 (-2.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$70,534

Up $6,655 (+10%) from 2018

Expenses

Up

$94,473

Up $1,343 (+1.4%) from 2018

Net Income

Up

-$23,939

Up $5,312 (+18%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $822,462Liabilities 2010: $0Net Assets 2010: $822,4622010Assets 2011: $796,121Liabilities 2011: $0Net Assets 2011: $796,1212011Assets 2012: $877,879Liabilities 2012: $0Net Assets 2012: $877,8792012Assets 2013: $919,452Liabilities 2013: $1,414Net Assets 2013: $918,0382013Assets 2014: $985,661Liabilities 2014: $0Net Assets 2014: $985,6612014Assets 2015: $957,578Liabilities 2015: $0Net Assets 2015: $957,5782015Assets 2016: $915,388Liabilities 2016: $0Net Assets 2016: $915,3882016Assets 2017: $875,959Liabilities 2017: $0Net Assets 2017: $875,9592017Assets 2018: $846,746Liabilities 2018: $0Net Assets 2018: $846,7462018Assets 2019: $822,524Liabilities 2019: $0Net Assets 2019: $822,5242019Assets 2020: $841,718Liabilities 2020: $0Net Assets 2020: $841,7182020Assets 2021: $911,853Liabilities 2021: $0Net Assets 2021: $911,8532021Assets 2022: $1,016,012Liabilities 2022: $0Net Assets 2022: $1,016,0122022Assets 2023: $1,016,969Liabilities 2023: $0Net Assets 2023: $1,016,9692023Assets 2024: $1,072,977Liabilities 2024: $0Net Assets 2024: $1,072,9772024

Highlighted filing

2019

Assets$822,524
Liabilities$0
Net Assets$822,524

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $79,5192010Expenses 2011: $78,3582011Expenses 2012: $92,8992012Revenue 2013: $123,522Expenses 2013: $83,362Net Income 2013: $40,1602013Revenue 2014: $159,778Expenses 2014: $92,149Net Income 2014: $67,6292014Revenue 2015: $68,996Expenses 2015: $97,167Net Income 2015: -$28,1712015Revenue 2016: $45,399Expenses 2016: $87,494Net Income 2016: -$42,0952016Revenue 2017: $43,233Expenses 2017: $82,680Net Income 2017: -$39,4472017Revenue 2018: $63,879Expenses 2018: $93,130Net Income 2018: -$29,2512018Revenue 2019: $70,534Expenses 2019: $94,473Net Income 2019: -$23,9392019Revenue 2020: $42,615Expenses 2020: $23,388Net Income 2020: $19,2272020Revenue 2021: $161,913Expenses 2021: $91,774Net Income 2021: $70,1392021Revenue 2022: $210,574Expenses 2022: $106,413Net Income 2022: $104,1612022Revenue 2023: $99,934Expenses 2023: $98,978Net Income 2023: $9562023Revenue 2024: $148,523Expenses 2024: $92,513Net Income 2024: $56,0102024

Highlighted filing

2019

Revenue$70,534
Expenses$94,473
Net Income-$23,939
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 6, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$21,349-$21,349
Filing and Contact Details

Filer

Filer Name
Castlen Harry W Trust Ua
EIN
43-6029856
Phone
8669494420
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
8669494420
Signed
2020-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21422.073 LOOMIS SAYLES STRATEGIC ALPHA FUND Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32237.383 LOOMIS SAYLES STRATEGIC ALPHA FUND Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43869.905 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53528.581 ROBECO BOSTON PARTNERS L S RSRCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61831.119 SALIENT MLP ENERGY INFRASTRUCTURE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc75114.483 TCW EMERGING MARKETS INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc87587.674 VOYA INTERNATIONAL REAL ESTATE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9422. ABBVIE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10654.602 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11144. OCCIDENTAL PETE CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1281. SCHLUMBERGER LTD ORD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt026786
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-23939
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0290
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0822814
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0846746
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0822524
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt070341
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt070341
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt070341
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt070845
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0504
IRS990PF/DistributableAmountGrp/TotalTaxAmt0504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0432
IRS990PF/FMVAssetsEOYAmt01475990
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0846746
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0822524
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0583
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0248
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0248
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0277044
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0262679
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0269415
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0540618
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0524558
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01171288
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02379
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01416
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01416
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt026122
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt033623
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt033623
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0846746
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0822524
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01475990
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0846746
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0822524
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0846746
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0822524
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01438467
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt026155
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01412312
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021577
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt070845
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01416890
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01438467
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt021349
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK N A
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/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt068705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt069209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt071202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt064665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt070860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt075196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt070546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01416890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01430155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01442958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01378668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01472710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01554132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt074215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24245
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt073711
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt074215
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0504
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt074215
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
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/TransactionsFailToQlfyAsExcInd0false
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/AddressLine1Txt0200 SOUTH SIXTH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MINNEAPOLIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055402
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08669494420
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt069580
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WASHINGTON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTN PLANNED GIVING OFFICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAINT LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt069580
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.15$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.10$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.21$0.11$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.16$0.09$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.06$0.09$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.04$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.16$0.09$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.12$0.08$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.09
2011Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.08
2010Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.08