Civic Intelligence

Gateway Foundation Inc

990PF • Fiscal year 2022 • EIN 81-4682563

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

3415 Gateway RoadBrookfield, WI 53045

(262) 790-4960

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

95th percentile

90%

Higher net margin than 95% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-8.8%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,130,524

Up $138,767 (+14%) from 2021

Net Assets

Up

$1,130,524

Up $138,767 (+14%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$156,825

Down $15,140 (-8.8%) from 2021

Expenses

Up

$16,115

Up $2,119 (+15%) from 2021

Net Income

Down

$140,710

Down $17,259 (-11%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2016: $727,232Liabilities 2016: $0Net Assets 2016: $727,2322016Assets 2017: $711,600Liabilities 2017: $0Net Assets 2017: $711,6002017Assets 2018: $1,290,149Liabilities 2018: $250,000Net Assets 2018: $1,040,1492018Assets 2019: $977,921Liabilities 2019: $250,000Net Assets 2019: $727,9212019Assets 2020: $909,151Liabilities 2020: $0Net Assets 2020: $909,1512020Assets 2021: $991,757Liabilities 2021: $0Net Assets 2021: $991,7572021Assets 2022: $1,130,524Liabilities 2022: $0Net Assets 2022: $1,130,5242022Assets 2023: $1,166,315Liabilities 2023: $0Net Assets 2023: $1,166,3152023Assets 2024: $1,454,771Liabilities 2024: $0Net Assets 2024: $1,454,7712024

Highlighted filing

2022

Assets$1,130,524
Liabilities$0
Net Assets$1,130,524

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,059,500Expenses 2016: $0Net Income 2016: $1,059,5002016Revenue 2017: $193,262Expenses 2017: $39,740Net Income 2017: $153,5222017Revenue 2018: $591,606Expenses 2018: $263,105Net Income 2018: $328,5012018Revenue 2019: $108,067Expenses 2019: $364,992Net Income 2019: -$256,9252019Revenue 2020: $585,934Expenses 2020: $300,551Net Income 2020: $285,3832020Revenue 2021: $171,965Expenses 2021: $13,996Net Income 2021: $157,9692021Revenue 2022: $156,825Expenses 2022: $16,115Net Income 2022: $140,7102022Revenue 2023: $47,360Expenses 2023: $12,051Net Income 2023: $35,3092023Revenue 2024: $290,608Expenses 2024: $2,181Net Income 2024: $288,4272024

Highlighted filing

2022

Revenue$156,825
Expenses$16,115
Net Income$140,710
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE MARKSVice-President-$0--
LISA KRUPINSKISecretary-$0--
RHONA E VOGELPresident-$0--
Filing and Contact Details

Filer

Filer Name
Gateway Foundation Inc
EIN
81-4682563
Phone
2627904960
Address
3415 GATEWAY ROAD, BROOKFIELD, WI 53045

Signing Officer

Name
Rhona E Vogel
Title
Director
Phone
2627904960
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Employee Returns
Address
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
Preparer
Rhona E Vogel
Phone
2627904960
Raw XML AppendixShowing 400 of 425 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/AcquiredDt02022-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12009-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22009-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt31993-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0WOODSIDE ENERGY STOCK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1AMERICAN CAMPUS STOCK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2BELLRING BRANDS STOCK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3CONSTELLATION ENERGY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt12015
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt21
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt39
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0COST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt1COST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt2COST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt3COST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt14976
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt221
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt336
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt30
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02022-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12022-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22022-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32022-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12961
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt220
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1319601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2178968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3135198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt439410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt631330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt730605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt817309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1036610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1246477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1332250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1452651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1510519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt175334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt187395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt031578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1856258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2611917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3156093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt449510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt515130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt621890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt745360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8101210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1078320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1110401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1297424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1358948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1482524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt158809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1710000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt188304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALLEGIAN PUBLIC LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CBOE HODLINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4EXACT SCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7NOVARTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8PHILIP MORRIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9POST HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10RIO TINTO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11TECK RESOURCES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12WISDOMTREE INVESTMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BHP GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14NUTRIEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ALIBABA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BELLRING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CONSTELLATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18WOODSIDE
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt053658
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt03045
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0122
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt053780
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03045
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt056825
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt053658
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt053658
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0140710
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05041
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03045
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt053816
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016115
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt053816
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0156825
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERICAN CAMPUS CAP GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt036
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0140710
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01943
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01132467
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0991757
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01130524
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0117204
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0117204
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0117204
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0117952
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0748
IRS990PF/DistributableAmountGrp/TotalTaxAmt0748
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0748
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0748
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0748
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0600
IRS990PF/FMVAssetsEOYAmt02410881
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt047943
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0165016
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0165016
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0943814
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0965508
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02245865
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0991757
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01130524
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0991757
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01130524
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02410881
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0991757
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01130524
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0991757
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01130524
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02394970
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt047082
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02347888
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035925
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0117952
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02359045
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02394970
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUE MARKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LISA KRUPINSKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RHONA E VOGEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03415 GATEWAY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13415 GATEWAY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23415 GATEWAY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt015250
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt015250
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03415 GATEWAY ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BROOFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053045
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RHONA E VOGEL
IRS990PF/StatementsRegardingActyGrp/PhoneNum02627904960
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1BUSINESS SCHOOL ANNUAL GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PERSONAL AND PROFESSIONAL LEADERSHIP GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BROOKFELD ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARQUETTE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MILWAUKEE PBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TRINITY ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WISCONSIN HISTORY SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MARQUETTE UNIVERSITY PERSONAL AND PROFESSIONAL LEADERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MILWAUKEE CHILDRENS CHOIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7TROOP 156 BOY SCOUTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03462 NORTH BROOKFIELD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21036 N 8TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3W225N3131 DUPLAINVILLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4816 STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 7013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6427 EAST STEWART STREET SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7W81N9022 MELANIE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PEWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CAROL STREAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MENOMONEE FALLS
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/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353072
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5601977013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd653207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd753051
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015250
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0117204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0101954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0267241
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0333590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0109948
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0101954
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0608825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0267241
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0333590
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07994
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0608825
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0710779
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01943
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BUILT IN GAIN/LOSS
TaxesSchedule/TaxesDetail/Amt0865
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RHONA E VOGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02627904960

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings