Civic Intelligence

Madison Trust & the Brittingham Fund Inc-Trustees

990PF • Fiscal year 2015 • EIN 51-6017953

Jan 01, 2015 to Dec 31, 2015 • Filed on May 08, 2016

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

995%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$476,712

Up $86,370 (+22%) from 2014

Net Assets

Up

$476,712

Up $86,370 (+22%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

Up

$122,689

Up $111,480 (+995%) from 2014

Expenses

Up

$36,319

Up $1,024 (+2.9%) from 2014

Net Income

Up

$86,370

Up $110,456 (+459%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2015

Assets$476,712
Liabilities$0
Net Assets$476,712
Open 2015 Filing

Operations Trend

Revenue Growth99th 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

2015

Revenue$122,689
Expenses$36,319
Net Income$86,370
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 8, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th 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
2016-05-08

Preparer

Firm
Li Holdings Inc
Address
5809 KENNETT PIKE, WILMINGTON, DE 19807-1115
Preparer
Matthew Matheny
Phone
3026559651
Raw XML Appendix343 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/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0171610
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0109567
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt013122
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt013122
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013122
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt086370
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0171610
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0109567
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0116370
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0122689
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06319
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-09-29
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt330182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt013
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2109410
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TOPBUILD CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NOW INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2HOME DEPOT INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3HONEYWELL INT'L INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-07-02
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025657
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025657
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027984
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02327
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02327
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0494773
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt044308
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0358
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0239
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0239
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0337294
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0346034
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt052690
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0370
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0503853
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08523
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt063975
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027984
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0559675
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0The Brittingham Fund Inc
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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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/Expenses1Amt06144
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
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05809 Kennett Pike
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt15809 Kennett Pike
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Wilmington
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1Wilmington
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0DE
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROGRAM EXPENSES
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20
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/TotalGrantOrContriPdDurYrAmt030000
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/DistributableAsAdjustedAmt025657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0143500
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt031636
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0174500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0144500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025657
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt031636
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Federal excise tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN P SWEENY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03026559651
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-08
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/PreparationDt02016-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW MATHENY
ReturnHeader/ReturnTs02016-05-12T12:34:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$476,712
Liabilities
$0
Net assets
$476,712
Revenue
$122,689
Expenses
$36,319
Net income
$86,370
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