Civic Intelligence

Madison Trust & the Brittingham Fund Inc-Trustees

990PF • Fiscal year 2012 • EIN 51-6017953

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 26, 2013

Organization Profile
5809 Kennett Pike19807
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

38th percentile

-3.7%

Faster asset growth than 38% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$426,118

Down $16,593 (-3.7%) from 2011

Net Assets

$426,118

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$31,730

Up $4,243 (+15%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2011: $442,711Liabilities 2011: $02011Assets 2012: $426,118Liabilities 2012: $0Net Assets 2012: $426,1182012Assets 2013: $414,428Liabilities 2013: $0Net Assets 2013: $414,4282013Assets 2014: $390,342Liabilities 2014: $0Net Assets 2014: $390,3422014Assets 2015: $476,712Liabilities 2015: $0Net Assets 2015: $476,7122015Assets 2016: $451,789Liabilities 2016: $0Net Assets 2016: $451,7892016Assets 2017: $445,194Liabilities 2017: $0Net Assets 2017: $445,1942017Assets 2018: $474,636Liabilities 2018: $0Net Assets 2018: $474,6362018Assets 2019: $497,214Liabilities 2019: $0Net Assets 2019: $497,2142019Assets 2020: $433,947Liabilities 2020: $0Net Assets 2020: $433,9472020Assets 2021: $480,988Liabilities 2021: $0Net Assets 2021: $480,9882021Assets 2022: $462,175Liabilities 2022: $0Net Assets 2022: $462,1752022Assets 2023: $445,186Liabilities 2023: $0Net Assets 2023: $445,1862023Assets 2024: $428,524Liabilities 2024: $0Net Assets 2024: $428,5242024

Highlighted filing

2012

Assets$426,118
Liabilities$0
Net Assets$426,118
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $57,823Expenses 2011: $27,487Net Income 2011: $30,3362011Expenses 2012: $31,7302012Revenue 2013: $20,371Expenses 2013: $32,061Net Income 2013: -$11,6902013Revenue 2014: $11,209Expenses 2014: $35,295Net Income 2014: -$24,0862014Revenue 2015: $122,689Expenses 2015: $36,319Net Income 2015: $86,3702015Revenue 2016: $11,888Expenses 2016: $36,812Net Income 2016: -$24,9242016Revenue 2017: $24,945Expenses 2017: $31,541Net Income 2017: -$6,5962017Revenue 2018: $65,157Expenses 2018: $35,714Net Income 2018: $29,4432018Revenue 2019: $53,268Expenses 2019: $30,689Net Income 2019: $22,5792019Revenue 2020: -$33,411Expenses 2020: $29,856Net Income 2020: -$63,2672020Revenue 2021: $73,700Expenses 2021: $26,659Net Income 2021: $47,0412021Revenue 2022: $8,572Expenses 2022: $27,386Net Income 2022: -$18,8142022Revenue 2023: $14,097Expenses 2023: $31,086Net Income 2023: -$16,9892023Revenue 2024: $14,020Expenses 2024: $30,681Net Income 2024: -$16,6612024

Highlighted filing

2012

Revenue-
Expenses$31,730
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 26, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCITY OF MADISONPROGRAM EXPENSES0MADISON, WI, US$12,000
Paid GrantVSA ARTS OF WISCONSINPROGRAM EXPENSES0MADISON, WI, US$7,000
Paid GrantCOMMUNITY GROUNDWORKS AT TROY GARDENSPROGRAM EXPENSES0MADISON, WI, US$4,000
Paid GrantWISCONSIN YOUTH SYMPHONY ORCHESTRASPROGRAM EXPENSES0MADISON, WI, US$2,000
Paid GrantMADISON YOUTH CHOIRSPROGRAM EXPENSES0MADISON, WI, US$2,000
Filing and Contact Details

Filer

EIN
51-6017953
Raw XML Appendix356 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0SEE ATTACHED SUMMARY
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount08545
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis312291
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-05-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-05-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-01-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-01-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-12-26
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CONTINENTAL RESOURCE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1SEAGATE TECHNOLOGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2SPIRIT AEROSYSTEMS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3ISHARES DOW JONES REGIONAL BANKING
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0426118
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0442711
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted024688
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj024688
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0325
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0325
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0277
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0479222
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable07618
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets028382
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn025013
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0500263
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10THE BRITTINGHAM FUND INC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine105809 KENNETT PIKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WILMINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0DE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode019807
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct033846
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets033684
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.067332
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.052935
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.071479
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.077076
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions027000
IRS990PF/QualifyingDistributions/ExpensesAndContributions027000
IRS990PF/QualifyingDistributions/QualifyingDistributions027000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0STEPHEN P SWEENY CPA TREASURER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03026559651
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine105809 KENNETT PIKE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WILMINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0DE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode019807
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
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IRS990PF/SummaryOfDirectCharitableActy/Description10Managing investment activities for distribution of funds toCharitable organizations located within the city limits of Madison,Wisconsin
IRS990PF/SummaryOfDirectCharitableActy/Expenses103514
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN REQUESTS WITH DETAILS ATTACHED ( SEE ATTACHED FORMAT)
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0GEORGE D HERRMANN JR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName1MATTHEW C MATHENY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03026559651
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber13026559651
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine105809 KENNETT PIKE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine115809 KENNETT PIKE
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City1WILMINGTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0DE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State1DE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode019807
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode119807
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0RECIPIENTS OF FUNDS (GRANTS) ARE OBLIGATED TO EXPEND FUNDS FOR "CIVIC OR PHILANTHROPIC"
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards1WORK WITHIN THE LIMITS OF THE CITY OF MADISON, DANE COUNTY, WISCONSIN.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0AUGUST 15 OF EACH YEAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount27000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount312000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROGRAM EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PROGRAM EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3PROGRAM EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4PROGRAM EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10WISCONSIN YOUTH SYMPHONY ORCHESTRAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11COMMUNITY GROUNDWORKS AT TROY GARDENS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12VSA ARTS OF WISCONSIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CITY OF MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14MADISON YOUTH CHOIRS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus20
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus30
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus40
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10455 N PARK STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113601 MEMORIAL DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine124785 HAYES ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13210 MLK JR BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14517 N SEGOE RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053706
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153704
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode253704
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353703
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode453705
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear027000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/DescriptionOfRelationship0Funds administered by a common Trustee, The Brittingham Fund, Inc.
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine10UNIVERSITY OF WISCONSIN TRUST
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/TypeOfOrganization0501(c)(3)
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0true
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted024688
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1026000
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2031000
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3026000
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4024800
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5040000
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5040000
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0134800
IRS990PF/UndistributedIncome/ExcessFromCurrentYear027000
IRS990PF/UndistributedIncome/ExcessFromYear1026000
IRS990PF/UndistributedIncome/ExcessFromYear2031000
IRS990PF/UndistributedIncome/ExcessFromYear3026000
IRS990PF/UndistributedIncome/ExcessFromYear4024800
IRS990PF/UndistributedIncome/QualifyingDistributions027000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus027000
IRS990PF/UndistributedIncome/TaxableAmount2023342
IRS990PF/UndistributedIncome/TotalCorpus0174800
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0147800
IRS990PF/UndistributedIncome/UndistributedIncomeCY024688
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear023342
OtherExpensesSchedule/OtherExpenses/Description0Trustee meeting expense
OtherExpensesSchedule/OtherExpenses/Description1Federal excise tax
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome03514
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome11216
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks03514
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11216
OtherIncomeSchedule2/OtherIncome/Description0VANGUARD NAT RES K-1
OtherIncomeSchedule2/OtherIncome/Description1LINN ENERGY K-1
OtherIncomeSchedule2/OtherIncome/Description2ECA MARCELLUS K-1
OtherIncomeSchedule2/OtherIncome/Description3OTHER INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome02
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome117
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome226
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome336
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-346
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1-5439
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks2-7
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks336
OtherIncreasesSchedule/OtherIncreases/Amount01
OtherIncreasesSchedule/OtherIncreases/Description0Rounding
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0516017953
ReturnHeader/Filer/Name/BusinessNameLine10MADISON TRUST
ReturnHeader/Filer/NameControl0MADI
ReturnHeader/Filer/Phone03026559651
ReturnHeader/Filer/USAddress/AddressLine105809 KENNETT PIKE
ReturnHeader/Filer/USAddress/City0WILMINGTON
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode019807
ReturnHeader/Officer/DateSigned02013-04-26
ReturnHeader/Officer/Name0STEPHEN P SWEENY
ReturnHeader/Officer/Phone03026559651
ReturnHeader/Officer/Title0SECRETARY
ReturnHeader/Preparer/DatePrepared02013-04-26
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LI HOLDINGS INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105809 KENNETT PIKE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WILMINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0DE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0198071115
ReturnHeader/Preparer/Name0MATTHEW MATHENY
ReturnHeader/Preparer/Phone03026559651
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-26T11:46:19-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$426,118
Liabilities
$0
Net assets
$426,118
Revenue
-
Expenses
$31,730
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.14$0.31$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.14$0.31$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.09$0.27$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.74$0.27$0.47
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.33$0.30$0.63
2019Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.53$0.31$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.65$0.36$0.29
2017Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.25$0.32$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.12$0.37$0.25
2015Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$1.23$0.36$0.86
2014Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.11$0.35$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.20$0.32$0.12
2012Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.32
2011Summary only. Only limited summary data is available for this year.$4.43$0.00$0.58$0.27$0.30