Civic Intelligence

Madison Trust & the Brittingham Fund Inc-Trustees

990PF • Fiscal year 2014 • EIN 51-6017953

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

Organization Profile
5809 Kennett PikeWilmington, DE 19807

(302) 655-9651

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

4th percentile

-215%

Higher net margin than 4% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

32nd percentile

-5.8%

Faster asset growth than 32% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-45%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$390,342

Down $24,086 (-5.8%) from 2013

Net Assets

Down

$390,342

Down $24,086 (-5.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$11,209

Down $9,162 (-45%) from 2013

Expenses

Up

$35,295

Up $3,234 (+10%) from 2013

Net Income

Down

-$24,086

Down $12,396 (-106%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2014

Assets$390,342
Liabilities$0
Net Assets$390,342
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

2014

Revenue$11,209
Expenses$35,295
Net Income-$24,086
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Madison Trust
EIN
51-6017953
Phone
3026559651
Address
5809 Kennett Pike, Wilmington, DE 19807

Signing Officer

Name
Stephen P Sweeny
Title
Secretary
Phone
3026559651
Signed
2015-05-05

Preparer

Firm
Li Holdings Inc
Address
5809 KENNETT PIKE, WILMINGTON, DE 19807-1115
Preparer
Matthew Matheny
Phone
3026559651
Raw XML Appendix301 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0THROUGH LUMBER INDUSTRIES, INC.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt082339
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt081769
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-570
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt011892
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-570
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0145
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt011467
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011467
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt032000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt032000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011892
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011892
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-24086
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt081769
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-570
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08742
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0358
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0358
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0145
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-113
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012037
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt011209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03295
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03295
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt02937
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02937
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-24086
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0390342
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0414428
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0390342
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt031636
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt031636
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt031636
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt031811
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0175
IRS990PF/DistributableAmountGrp/TotalTaxAmt0175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0577143
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt044308
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt044308
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0303
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0358
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0358
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0401022
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0337294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0524095
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0370120
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0346034
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013103
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt052690
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt052690
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0414428
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0390342
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0577143
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0414428
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0390342
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0414428
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0390342
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0645914
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0403
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0629352
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09689
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt016159
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt031811
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0636225
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0645914
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0The Brittingham Fund Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05809 Kennett Pike
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019807
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt038670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt038757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt028500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt027000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt026000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt030925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt025955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.060780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053972
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.071479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.077076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0636225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0588353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0500263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0491164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0432643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0336747
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt032000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.303902
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt032000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt032000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt032000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN P SWEENY CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019807
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03026559651
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Managing investment activities for distribution of funds toCharitable organizations located within the city limits of Madison,Wisconsin
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02937
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUESTS WITH DETAILS ATTACHED ( SEE ATTACHED FORMAT)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GEORGE D HERRMANN JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1MATTHEW C MATHENY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03026559651
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum13026559651
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt15809 Kennett Pike
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Wilmington
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1Wilmington
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd1DE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019807
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd119807
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RECIPIENTS OF FUNDS (GRANTS) ARE OBLIGATED TO EXPEND FUNDS FOR "CIVIC OR PHILANTHROPIC"
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1WORK WITHIN THE LIMITS OF THE CITY OF MADISON, DANE COUNTY, WISCONSIN.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0AUGUST 15 OF EACH YEAR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAM EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROGRAM EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROGRAM EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROGRAM EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VSA ARTS OF WISCONSIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CITY OF MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MADISON YOUTH CHOIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ALDO LEOPOLD NATURE CTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LUSSIER COMMUNITY ED CTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WISCONSIN ACADEMY FOR GRADUATE SERVICE DOGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt40
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt50
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04785 HAYES ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1210 MLK JR BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2517 N SEGOE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3330 FERMIRIT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt455 S GAMMON RO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51338 DEWEY CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453717
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553703
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0University of Wisconsin Trust
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(c)(3)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0Funds administered by a common Trustee, The Brittingham Fund, Inc.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031636
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0144500
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt029060
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0170500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0138500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt031636
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029060
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Federal excise tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0358
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0358
OtherIncomeSchedule2/OtherIncomeDetail/Desc0VANGUARD NAT RES K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0145
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-113
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN P SWEENY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03026559651
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Madison Trust
ReturnHeader/Filer/BusinessNameControlTxt0MADI
ReturnHeader/Filer/EIN0516017953
ReturnHeader/Filer/PhoneNum03026559651
ReturnHeader/Filer/USAddress/AddressLine1Txt05809 Kennett Pike
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LI HOLDINGS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05809 KENNETT PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0198071115
ReturnHeader/PreparerPersonGrp/PhoneNum03026559651
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW MATHENY
ReturnHeader/ReturnTs02015-05-06T12:27:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$390,342
Liabilities
$0
Net assets
$390,342
Revenue
$11,209
Expenses
$35,295
Net income
-$24,086
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