Civic Intelligence

Dr Fred W Upson Grant in Aid Trust Fund

990PF • Fiscal year 2018 • EIN 47-6057294

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 26, 2019

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(402) 434-1582

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$348,917

Flat from 2018

Net Assets

Flat

$348,917

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$12,360

Flat from 2018

Expenses

Flat

$25,769

Flat from 2018

Net Income

Flat

-$13,409

Flat from 2018

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: $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 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

2018

Assets$348,917
Liabilities$0
Net Assets$348,917
Open 2018 Filing

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2011: $19,9652011Revenue 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 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

2018

Revenue$12,360
Expenses$25,769
Net Income-$13,409
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 26, 2019
Return Version
2018v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NACorporate Trustee-$6,067-$6,067
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF NEBRASKASCHOLARHSIPSILINCOLN, NE, US$18,425
Filing and Contact Details

Filer

Filer Name
Upsonf Grant in Aid Trust
EIN
47-6057294
Phone
4024341582
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
4024341582
Signed
2019-03-26
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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0388768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0407817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0397640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt020032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24022
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt019969
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020032
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt063
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020032
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/AddressLine1Txt0233 SO 13TH ST 10TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LINCOLN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068508
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NATIONAL ASSOCIATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum04024341582
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARHSIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF NEBRASKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O KEITH LAUBER DIR OF ACCTG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0685830742
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018425
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/AppliedToCurrentYearAmt08092
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011940
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019051
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/QualifyingDistributionsAmt020032
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010959
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011940
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt084
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0103
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0103
TaxesSchedule/TaxesDetail/Amt0164
TaxesSchedule/TaxesDetail/Amt18
TaxesSchedule/TaxesDetail/Amt240
TaxesSchedule/TaxesDetail/Amt365
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/NetInvestmentIncomeAmt0164
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt365
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04024341582
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSONF GRANT IN AID TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UPSO
ReturnHeader/Filer/EIN0476057294
ReturnHeader/Filer/PhoneNum04024341582
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B6ADDBCE7D9586FA99668646C7B1D4CAA2401068
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057623ED0AE1821D5CE0A508C54E4C9AF0C12734B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.7
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/PreparationDt02019-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-02T09:00:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$348,917
Liabilities
$0
Net assets
$348,917
Revenue
$12,360
Expenses
$25,769
Net income
-$13,409
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
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
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