Civic Intelligence

Dr Fred W Upson Grant in Aid Trust Fund

990PF • Fiscal year 2012 • EIN 47-6057294

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 15, 2013

P O Box 64713 Trust Tax Services55164-0713
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$376,299

Flat from 2012

Net Assets

$376,299

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$23,392

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $376,270Liabilities 2011: $0Net Assets 2011: $376,2702011Assets 2012: $376,299Liabilities 2012: $0Net Assets 2012: $376,2992012Assets 2012: $376,299Liabilities 2012: $12012Assets 2013: $393,731Liabilities 2013: $93Net Assets 2013: $393,6382013Assets 2014: $403,614Liabilities 2014: $7Net Assets 2014: $403,6072014Assets 2015: $393,412Liabilities 2015: $0Net Assets 2015: $393,4122015Assets 2016: $376,945Liabilities 2016: $0Net Assets 2016: $376,9452016Assets 2017: $362,326Liabilities 2017: $0Net Assets 2017: $362,3262017Assets 2018: $348,917Liabilities 2018: $0Net Assets 2018: $348,9172018Assets 2019: $349,385Liabilities 2019: $0Net Assets 2019: $349,3852019Assets 2020: $337,749Liabilities 2020: $0Net Assets 2020: $337,7492020Assets 2021: $357,263Liabilities 2021: $0Net Assets 2021: $357,2632021Assets 2022: $373,655Liabilities 2022: $0Net Assets 2022: $373,6552022Assets 2023: $359,842Liabilities 2023: $12023

Highlighted filing

2012

Assets$376,299
Liabilities$0
Net Assets$376,299

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2011: $19,9652011Expenses 2012: $23,3922012Revenue 2012: $23,420Expenses 2012: $23,392Net Income 2012: $282012Revenue 2013: $40,670Expenses 2013: $23,331Net Income 2013: $17,3392013Revenue 2014: $43,547Expenses 2014: $33,578Net Income 2014: $9,9692014Revenue 2015: $9,069Expenses 2015: $18,906Net Income 2015: -$9,8372015Revenue 2016: $7,744Expenses 2016: $24,204Net Income 2016: -$16,4602016Revenue 2017: $9,797Expenses 2017: $24,702Net Income 2017: -$14,9052017Revenue 2018: $12,360Expenses 2018: $25,769Net Income 2018: -$13,4092018Revenue 2019: $25,881Expenses 2019: $25,000Net Income 2019: $8812019Revenue 2020: $13,076Expenses 2020: $24,680Net Income 2020: -$11,6042020Revenue 2021: $42,743Expenses 2021: $23,210Net Income 2021: $19,5332021Revenue 2022: $44,948Expenses 2022: $28,358Net Income 2022: $16,5902022Revenue 2023: $10,395Expenses 2023: $24,202Net Income 2023: -$13,8072023

Highlighted filing

2012

Revenue-
Expenses$23,392
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S BANK NATIONAL ASSOCIATIONCorporate TrusteePT$6,573-$6,573
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF NEBRASKAPROVIDES GRANTS TO STUDENTSUNIVERSITYLINCOLN, NE, US$16,529
Filing and Contact Details

Filer

EIN
47-6057294
Raw XML Appendix361 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
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0151900
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue14663
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0166548
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV14262
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0NUVEEN CORE BD FD CL Y
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1INV BALANCE RISK COMM STR Y
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue083532
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue146428
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue243598
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue329987
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue412436
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV085862
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV145016
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV244877
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV326351
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV412291
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0NUVEEN DIVIDEND VALUE FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1NUVEEN INTL SELECT FD CL Y
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2NUVEEN MID CAP GRWTH OPP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3NUVEEN SMALL CAP SELECT FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4NUVEEN REAL ESTATE SECS I
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount011281
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount012139
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount023420
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA023420
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm012139
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps01615
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm04958
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss06573
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps016529
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss016529
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm011281
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss011281
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses028
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice069936
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss012139
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome018348
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0114
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0290
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps018144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm05072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss023392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome023420
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses023420
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01615
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm05072
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss06863
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0297795
IRS990PF/BalanceSheets/CapitalStockEOY0297795
IRS990PF/BalanceSheets/CashBOY0921
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0196130
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0156563
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0170810
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0178101
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0215981
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0214397
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0672
IRS990PF/BalanceSheets/OtherAssetsEOY01787
IRS990PF/BalanceSheets/OtherAssetsEOYFMV01787
IRS990PF/BalanceSheets/RetainedEarningsBOY078475
IRS990PF/BalanceSheets/RetainedEarningsEOY078504
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0446
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01968
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01968
IRS990PF/BalanceSheets/TotalAssetsBOY0376270
IRS990PF/BalanceSheets/TotalAssetsEOY0376299
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0388962
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0376270
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0376299
IRS990PF/BalanceSheets/TotalNetAssetsBOY0376270
IRS990PF/BalanceSheets/TotalNetAssetsEOY0376299
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome012139
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis18577
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2955
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis332602
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis413566
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5653
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis61108
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired01999-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired11999-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired21999-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired31999-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42007-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired51998-04-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62005-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-05-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-10-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-10-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-11-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-11-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0129.534 NUVEEN CORE PLUS BOND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1769.231 NUVEEN CORE PLUS BOND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset285.616 NUVEEN CORE PLUS BOND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32926.421 NUVEEN CORE PLUS BOND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4906.649 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset558.577 NUVEEN CORE PLUS BOND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset668.074 NUVEEN SMALL CAP SELECT FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss056
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1423
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss245
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss32398
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-66
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss548
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss720
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses056
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1423
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses245
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses32398
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-66
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses548
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice19000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice335000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice413500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice5701
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice6998
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses028
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0376299
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0376270
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0376299
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted018654
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj018654
IRS990PF/DistributableAmount/DistributableAmountBeforeDed018654
IRS990PF/DistributableAmount/MinimumInvestmentReturn018837
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0183
IRS990PF/DistributableAmount/TotalTax0183
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0172
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0183
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0183
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0183
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue011
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0172
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0388962
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0382476
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01037
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0381439
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05737
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn018837
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0376739
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0382476
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition08
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation06573
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0U S BANK NATIONAL ASSOCIATION
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CORPORATE TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10233 SO 13TH STREET 10TH FLOOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LINCOLN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode068508
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct016369
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets016186
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.042964
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.041424
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.036798
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.055501
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.038133
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0376739
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10373068
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20354907
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30311202
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40347624
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0183
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions018144
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1015454
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2013060
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3017272
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4013256
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.171856
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions017961
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions018144
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0183
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions018144
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK NATIONAL ASSOCIATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04024341582
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10233 SO 13TH ST 10TH FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LINCOLN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode068508
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0true
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NE
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount016529
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROVIDES GRANTS TO STUDENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF NEBRASKA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ATTN KEITH LAUBER DIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LINCOLN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode068503
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear016529
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear08636
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear109508
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted018654
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions018144
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY010018
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear09508
OtherAssetsSchedule/OtherAssets/BOYBookValue0672
OtherAssetsSchedule/OtherAssets/Description0ACCRUED INTEREST
OtherAssetsSchedule/OtherAssets/EOYBookValue01787
OtherAssetsSchedule/OtherAssets/EOYFMV01787
OtherIncreasesSchedule/OtherIncreases/Amount01
OtherIncreasesSchedule/OtherIncreases/Description0ROUNDING
TaxesSchedule/Taxes/Amount04
TaxesSchedule/Taxes/Amount1172
TaxesSchedule/Taxes/Amount2114
TaxesSchedule/Taxes/Category0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/Taxes/Category1FEDERAL TAX
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome2114
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0476057294
ReturnHeader/Filer/Name/BusinessNameLine10UPSONF GRANT IN AID TRUST 58045050
ReturnHeader/Filer/NameControl0UPSO
ReturnHeader/Filer/Phone04024341582
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 64713 TRUST TAX SERVICES
ReturnHeader/Filer/USAddress/City0ST PAUL
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode0551640713
ReturnHeader/Officer/DateSigned02013-04-15
ReturnHeader/Officer/Name0KAREN BASSETT
ReturnHeader/Officer/Phone04024341582
ReturnHeader/Officer/Title0CORP. TRUSTEE
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-19T16:15:26-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.60$0.00$0.10$0.24$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$0.45$0.28$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.43$0.23$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.13$0.25$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.26$0.25$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.12$0.26$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.10$0.25$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.00$3.77$0.08$0.24$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.09$0.19$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.44$0.34$0.10
2013Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.41$0.23$0.17
2012Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.23
2012Summary only. Only limited summary data is available for this year.$3.76$0.00$0.23$0.23$0.00
2011Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.20