Civic Intelligence

Ralph Parsons Trust UW 70005000

990PF • Fiscal year 2018 • EIN 46-6019080

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 16, 2019

PO Box 0634Milwaukee, WI 53201-0634

(605) 339-8661

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$269,997

Flat from 2018

Net Assets

Flat

$269,997

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$13,253

Flat from 2018

Expenses

Flat

$19,540

Flat from 2018

Net Income

Flat

-$6,287

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $285,013Liabilities 2010: $0Net Assets 2010: $285,0132010Assets 2011: $272,588Liabilities 2011: $12011Assets 2012: $262,892Liabilities 2012: $0Net Assets 2012: $262,8922012Assets 2013: $265,419Liabilities 2013: $48Net Assets 2013: $265,3712013Assets 2014: $297,518Liabilities 2014: $0Net Assets 2014: $297,5182014Assets 2015: $288,365Liabilities 2015: $0Net Assets 2015: $288,3652015Assets 2016: $276,163Liabilities 2016: $0Net Assets 2016: $276,1632016Assets 2017: $276,284Liabilities 2017: $0Net Assets 2017: $276,2842017Assets 2018: $269,997Liabilities 2018: $0Net Assets 2018: $269,9972018Assets 2018: $269,997Liabilities 2018: $0Net Assets 2018: $269,9972018Assets 2019: $258,711Liabilities 2019: $0Net Assets 2019: $258,7112019Assets 2020: $248,915Liabilities 2020: $0Net Assets 2020: $248,9152020Assets 2021: $325,667Liabilities 2021: $0Net Assets 2021: $325,6672021Assets 2022: $307,020Liabilities 2022: $0Net Assets 2022: $307,0202022Assets 2023: $297,602Liabilities 2023: $0Net Assets 2023: $297,6022023Assets 2024: $289,854Liabilities 2024: $0Net Assets 2024: $289,8542024

Highlighted filing

2018

Assets$269,997
Liabilities$0
Net Assets$269,997

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $15,5052010Revenue 2011: $5,401Expenses 2011: $17,826Net Income 2011: -$12,4252011Expenses 2012: $18,2142012Revenue 2013: $20,883Expenses 2013: $18,405Net Income 2013: $2,4782013Revenue 2014: $51,758Expenses 2014: $19,608Net Income 2014: $32,1502014Revenue 2015: $12,560Expenses 2015: $21,388Net Income 2015: -$8,8282015Revenue 2016: $4,544Expenses 2016: $16,997Net Income 2016: -$12,4532016Revenue 2017: $18,142Expenses 2017: $18,019Net Income 2017: $1232017Revenue 2018: $13,253Expenses 2018: $19,540Net Income 2018: -$6,2872018Revenue 2018: $13,253Expenses 2018: $19,540Net Income 2018: -$6,2872018Revenue 2019: $7,542Expenses 2019: $18,825Net Income 2019: -$11,2832019Revenue 2020: $8,532Expenses 2020: $18,270Net Income 2020: -$9,7382020Revenue 2021: $97,162Expenses 2021: $20,405Net Income 2021: $76,7572021Revenue 2022: $2,043Expenses 2022: $20,692Net Income 2022: -$18,6492022Revenue 2023: $8,983Expenses 2023: $18,401Net Income 2023: -$9,4182023Revenue 2024: $10,810Expenses 2024: $18,554Net Income 2024: -$7,7442024

Highlighted filing

2018

Revenue$13,253
Expenses$19,540
Net Income-$6,287
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 16, 2019
Return Version
2018v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S BANK NATIONAL ASSOCIATIONCorp TrusteePT$4,604-$4,604
Filing and Contact Details

Filer

Filer Name
Ralph Parsons Trust Uw
EIN
46-6019080
Phone
6053398661
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
Anne Marie Feiock
Title
Corp. Trustee
Phone
6053398661
Signed
2019-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix394 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/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0024932600 AMER CENT DIVERSIFI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1057071854 BAIRD AGGREGATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2024932154 AMERICAN CENTURY HIG
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm363872T620 LOOMIS SAYLES STRATE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4670690387 NUVEEN INFLATION PRO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm531420B300 FEDERATED INST HI YL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm687234N765 TCW EMERGING MARKETS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt020378
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16280
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt29447
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt38912
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt417991
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt513793
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt69037
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt019419
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28647
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt38581
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt417517
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt513413
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt68483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt79963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt815861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1020579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1110854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1225584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1321680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt718144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt813624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt92461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1026072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1110712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1220551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1320667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm038143H381 GOLDMAN SACHS COMM S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106828M876 BARON EMERGING MARKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm274925K581 ROBECO BOSTON PARTNE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm347803U640 JOHN HANCOCK FDS III
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm477957Y106 T ROWE PRICE MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5378690606 GLENMEDE SC EQUITY P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6779556109 ROWE T PRICE MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7741479109 PRICE T ROWE GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8670678507 NUVEEN REAL ESTATE S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm900769G543 CAMBIAR INTL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10922908710 VANGUARD 500 INDEX A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11149498107 CAUSEWAY EMERGING MA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1277956H849 T ROWE PRICE INTL GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13315910620 FIDELITY INVT TR AD
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06517
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06736
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt013253
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt013253
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06736
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0460
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04144
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04604
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt012752
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt012752
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06517
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06517
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6287
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06736
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06736
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08938
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0171
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0684
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014712
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04315
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019540
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013253
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01960
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04315
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06788
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06736
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6287
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0269997
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0276284
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0269997
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014894
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014894
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014894
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014983
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt089
IRS990PF/DistributableAmountGrp/TotalTaxAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0276
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0276
IRS990PF/FMVAssetsEOYAmt0269114
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0276284
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0269997
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0639
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0139
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0139
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt085838
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt085838
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt082116
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0169904
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0169904
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0172743
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0195
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0189
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0189
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt019708
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013927
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0276284
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0269997
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0269114
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0276284
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0269997
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0276284
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0269997
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0304230
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017706
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0286524
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04563
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014983
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0299667
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0304230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0U S BANK NATIONAL ASSOCIATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CORP TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0141 N MAIN AVE STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SIOUX FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd057104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt014528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt014617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt013737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt013021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt016340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt014415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt013707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.056142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0299667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0299759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0274979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0291047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0309939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0294269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.242411
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014623
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014712
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt089
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014712
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/AddressLine1Txt0141 N MAIN AVE STE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SIOUX FALLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0SD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd057104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0SD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06053398661
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012652
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SANFORD SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MCKENNAN HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01400 W 22ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 5045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SIOUX FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SIOUX FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd057105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd157117
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012752
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/AppliedToCurrentYearAmt02060
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012652
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014894
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/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014712
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012834
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012652
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0195
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0189
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0189
TaxesSchedule/TaxesDetail/Amt0166
TaxesSchedule/TaxesDetail/Amt1237
TaxesSchedule/TaxesDetail/Amt2276
TaxesSchedule/TaxesDetail/Amt35
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0166
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt35
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE MARIE FEIOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CORP. TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06053398661
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RALPH PARSONS TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0PARS
ReturnHeader/Filer/EIN0466019080
ReturnHeader/Filer/PhoneNum06053398661
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0363F2DBD44D477866D236835B9D5214004C062F6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057623ED0AE1821D5CE0A508C54E4C9AF0C12734B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.32
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/PreparationDt02019-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-02T09:01:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.11$0.19$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.09$0.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.02$0.21$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.97$0.20$0.77
2020Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.09$0.18$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.08$0.19$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.13$0.20$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.13$0.20$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.18$0.18$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.05$0.17$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.13$0.21$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.52$0.20$0.32
2013Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.21$0.18$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.18
2011Summary only. Only limited summary data is available for this year.$2.73$0.00$0.05$0.18$0.12
2010Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.16