Unknown Organization

990PF • Fiscal year 2013 • EIN 51-0163995

Apr 01, 2012 to Mar 31, 2013 • Filed on May 29, 2013

Organization Profile

C/O US Bank Na P O Box 204353201-9668

Siviq Scores

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

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

-55%

Higher net margin than 10% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

$2,533

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 34.6% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

-2.6%

Faster asset growth than 39% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$151,426

Down $4,039 (-2.6%) from 2012

Net Assets

Down

$151,426

Down $4,039 (-2.6%) from 2012

Liabilities

Up $1 from 2012

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin10th percentile

Revenue

$7,322

No earlier filing loaded for comparison.

Expenses

$11,361

Up $446 (+4.1%) from 2012

Net Income

-$4,039

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

Highlighted filing

2013

Assets$151,426

Liabilities$1

Net Assets$151,426

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue$7,322

Expenses$11,361

Net Income-$4,039

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2012 to Mar 31, 2013
Signed: May 29, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	FT	$2,533	-	$2,533

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	TEMPLE B'NAI ISRAEL	SUPPORT OPERATIONS	EXEMPT	OSHKOSH, WI, US	$7,928

Filing and Contact Details

Filer

EIN: 51-0163995

Raw XML Appendix366 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/AccountingFees/Amount	0	750
AccountingFeesSchedule/AccountingFees/Category	0	U.S. BANK, TAX PREP FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps	0	750
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	0	1654
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	1	40251
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	2	6327
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	3	3308
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	4	3460
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	5	15160
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	6	7561
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	7	15821
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	8	25339
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	9	7918
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	10	4751
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	11	7706
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	12	7918
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	NUVEEN GLOBAL INFRASTR FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	1	NUVEEN CORE BOND FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	2	NUVEEN REAL ESTATE SECURITIES
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	3	SCOUT INTERNATIONAL FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	4	NUVEEN LARGE CAP GRWTH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	5	NUVEEN INFLATION PRO SEC CL Y
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	6	NUVEEN HIGH INCOME BD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	7	NUVEEN SHORT TERM BD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	8	NUVEEN INTERMEDIATE TERM BD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	9	T ROWE PRICE INTL BOND FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	10	ABERDEEN FDS EMRGN MKT INSTL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	11	AMERICAN CENT EQUITY INCOME CL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	12	BLACKROCK CAPITAL APPREC BR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	13	NEUBERGER BERMAN GENESIS INSTL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	14	NUVEEN TRADEWINDS INTL VAL
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	0	1865
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	1	44445
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	2	7565
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	3	3708
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	4	5302
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	5	16457
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	6	8754
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	7	16175
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	8	25437
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	9	7943
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	10	5801
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	11	8890
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	12	9125
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	5	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	6	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	7	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	8	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	9	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	10	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	11	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	12	AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	4792
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount	0	2530
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode	0	18
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	7322
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	7322
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps	0	750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm	0	2546
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps	0	253
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm	0	2279
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss	0	2533
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	7928
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	7928
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	4722
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	4792
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	-4039
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	13975
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	2530
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	4970
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	19
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	8931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	2298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	11361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	7268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	7322
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	1003
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	2298
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	3433
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm	0	0
IRS990PF/BalanceSheets/AccountsReceivableEOY	0	0
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV	0	0
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl	0	0
IRS990PF/BalanceSheets/CapitalStockBOY	0	155465
IRS990PF/BalanceSheets/CapitalStockEOY	0	151426
IRS990PF/BalanceSheets/InvestmentsOtherBOY	0	153643
IRS990PF/BalanceSheets/InvestmentsOtherEOY	0	147174
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV	0	161467
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	1822
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY	0	4252
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV	0	4252
IRS990PF/BalanceSheets/TotalAssetsBOY	0	155465
IRS990PF/BalanceSheets/TotalAssetsEOY	0	151426
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	165719
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	155465
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	151426
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	155465
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	151426
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	2546
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	0	4751
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	1	1225
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	2	1797
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	3	3656
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2012-01-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2010-03-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	2	2012-01-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	3	2012-01-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2012-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	2	2013-01-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	3	2013-01-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	218.143 NUVEEN TRADEWINDS INTL VAL - CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	44.05 NUVEEN LARGE CAP GRWTH OPP CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	244.444 AMERICAN CENT EQUITY INCOME CL INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	165.28 BLACKROCK CAPITAL APPREC BR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	-211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	431
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	2	205
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	3	603
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	4	12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	-211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	1	431
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	2	205
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	3	603
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	4540
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	1	1656
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	2	2002
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	3	4259
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	0	P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-4039
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	151426
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	155465
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	151426
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	8124
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	8124
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	8124
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	8223
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	99
IRS990PF/DistributableAmount/TotalTax	0	99
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	99
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	99
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	99
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue	0	99
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	0
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	165719
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	166971
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	2485
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	164486
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	2505
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	8223
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	164466
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	166971
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine1	0	US BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	2533
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	111 MAIN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	OSHKOSH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	549012448
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	10497
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	10447
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.063518
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.054281
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.055973
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.059414
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.064123
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.083797
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	164466
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	165768
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	168974
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	161427
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	157354
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	182309
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	50
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	8931
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	8998
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	9458
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	9591
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	10090
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	15277
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.317588
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	8931
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest	0	0
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	8931
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	0
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	8931
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1	0	US BANK NA-OSHKOSH
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	9209292283
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	111 MAIN STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	OSHKOSH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	549012448
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	WI
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	n/a
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied	0	false
IRS990PF/SupplementaryInformation/ContributingManager	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	7928
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	SUPPORT OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	TEMPLE B'NAI ISRAEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	PO BOX 904
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	OSHKOSH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	549030904
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/ShareholderManager	0	NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	7928
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	8124
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	8124
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	860
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	1114
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	1632
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	2372
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	6366
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	6366
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	6785
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	807
IRS990PF/UndistributedIncome/ExcessFromYear1	0	860
IRS990PF/UndistributedIncome/ExcessFromYear2	0	1114
IRS990PF/UndistributedIncome/ExcessFromYear3	0	1632
IRS990PF/UndistributedIncome/ExcessFromYear4	0	2372
IRS990PF/UndistributedIncome/PriorYear1	0	2010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	8931
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	807
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	13151
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	12344
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
TaxesSchedule/Taxes/Amount	0	150
TaxesSchedule/Taxes/Category	0	BALANCE DUE PRIOR YR 990-PF
TaxesSchedule/Taxes/Category	1	FOREIGN TAXES PD ON DIVIDENDS
TaxesSchedule/Taxes/Category	2	FOREIGN TAXES PD ON DIVIDENDS
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	2	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	18
TaxesSchedule/Taxes/NetInvestmentIncome	2	1
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/Filer/EIN	0	510163995
ReturnHeader/Filer/Name/BusinessNameLine1	0	BELLE & EDWARD H RUDOY FUND 000014452000
ReturnHeader/Filer/NameControl	0	BELL
ReturnHeader/Filer/Phone	0	9209292283
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O US BANK NA P O BOX 2043
ReturnHeader/Filer/USAddress/City	0	MILWAUKEE
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	532019668
ReturnHeader/Officer/DateSigned	0	2013-05-29
ReturnHeader/Officer/Name	0	US BANK NA - R PASSOW
ReturnHeader/Officer/Phone	0	9209292283
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-04-01
ReturnHeader/TaxPeriodEndDate	0	2013-03-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-07-01T14:08:41-06:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $151,426
Liabilities: $1
Net assets: $151,426
Revenue: $7,322
Expenses: $11,361
Net income: -$4,039

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2013Detailed filing. Detailed filing data is available for this year.	$1.51	$0.00	$1.51	$0.07	$0.11	$0.04
2012Detailed filing. Detailed filing data is available for this year.	$1.55	$0.00	$1.55		$0.11
2011Detailed filing. Detailed filing data is available for this year.	$1.57	$0.00	$1.57		$0.11