Civic Intelligence

Rhea Bigelow Charitable Trust

990PF • Fiscal year 2022 • EIN 81-6928544

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization Profile
777 E Wisconsin AvenueMilwaukee, WI 53202-5306

(414) 297-5891

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

55th percentile

9.0%

Higher net margin than 55% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

27th percentile

$26,626

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

53rd percentile

0.5%

Faster asset growth than 53% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,885,955

Up $84,902 (+0.5%) from 2021

Net Assets

Up

$16,885,941

Up $84,888 (+0.5%) from 2021

Liabilities

Up

$14

Up $14 from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin55th percentile

Revenue

Down

$947,690

Down $327,900 (-26%) from 2021

Expenses

Down

$862,802

Down $158,377 (-16%) from 2021

Net Income

Down

$84,888

Down $169,523 (-67%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$20M$15M$10M$5.0M$0Assets 2018: $17,328,514Liabilities 2018: $0Net Assets 2018: $17,328,5142018Assets 2019: $16,924,086Liabilities 2019: $0Net Assets 2019: $16,924,0862019Assets 2020: $16,546,642Liabilities 2020: $0Net Assets 2020: $16,546,6422020Assets 2021: $16,801,053Liabilities 2021: $0Net Assets 2021: $16,801,0532021Assets 2022: $16,885,955Liabilities 2022: $14Net Assets 2022: $16,885,9412022Assets 2023: $16,803,790Liabilities 2023: $0Net Assets 2023: $16,808,8462023Assets 2024: $16,929,041Liabilities 2024: $0Net Assets 2024: $16,929,0412024

Highlighted filing

2022

Assets$16,885,955
Liabilities$14
Net Assets$16,885,941
Open 2022 Filing

Operations Trend

Revenue Growth21st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $454,042Expenses 2018: $930,120Net Income 2018: -$476,0782018Revenue 2019: $465,036Expenses 2019: $869,464Net Income 2019: -$404,4282019Revenue 2020: $527,043Expenses 2020: $903,155Net Income 2020: -$376,1122020Revenue 2021: $1,275,590Expenses 2021: $1,021,179Net Income 2021: $254,4112021Revenue 2022: $947,690Expenses 2022: $862,802Net Income 2022: $84,8882022Revenue 2023: $740,730Expenses 2023: $817,825Net Income 2023: -$77,0952023Revenue 2024: $1,011,969Expenses 2024: $891,627Net Income 2024: $120,3422024

Highlighted filing

2022

Revenue$947,690
Expenses$862,802
Net Income$84,888
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FOLEY LARDNER LLP0-$26,626-$26,626
DANIEL M HESSTrustee-$0--
JERRY K BIGELOWTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMOUNTAIN VALLEY HORSE RESCUEBARN CONSTRUCTIONPCMCCOY, CO, US$375,000
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITALUNRESTRICTED GRANTPCMEMPHIS, TN, US$200,000
Paid GrantWILL & DENI MCINTYRE FOUNDATIONUNRESTRICTED GRANTPCHENDERSONVILLE, NC, US$150,000
Paid GrantROUTT COUNTY CRISIS SUPPORT (YAMPA VALLEY COM FDN)UNRESTRICTED GRANTPCSTEAMBOAT SPRINGS, CO, US$50,000
Filing and Contact Details

Filer

Filer Name
Rhea Bigelow Charitable Trust
EIN
81-6928544
In Care Of
% DANIEL M HESS
Phone
4142975891
Address
777 E WISCONSIN AVENUE, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Daniel M Hess
Title
Trustee
Phone
4142975891
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Daniel M Hess
Phone
4142712400
Raw XML Appendix350 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DANIEL M HESS
CompensationExplanation/CompensationExplanationGrp/PersonNm1FOLEY LARDNER LLP
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0SEE EXPLANATION BELOW.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1*TRUSTEE FEES FOR DANIEL M. HESS ARE PAID TO FOLEY & LARDNER LLP UNDER EIN 39-0473800.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02368394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15102898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29374352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03104514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14481705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27988793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EQUITY MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2TAXABLE BOND MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0660092
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0287058
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0540
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0947690
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0947690
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0287058
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013313
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013313
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt026626
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0775000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0775000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0660092
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0660092
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt084888
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02801039
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0540
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0540
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02644
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02643
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05287
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0287058
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0890679
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt040243
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt040243
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt015559
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0790957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt057011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0862802
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0947690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0947690
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015957
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt057011
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt087802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01784030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1729951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-65458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1325303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt227213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt327213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-65458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1325303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01718572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11055254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SCHEDULE.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED SCHEDULE.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0287058
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt084888
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016885941
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016801053
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016885941
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0804047
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0804047
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0804047
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0816427
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012380
IRS990PF/DistributableAmountGrp/TotalTaxAmt012380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07500
IRS990PF/FMVAssetsEOYAmt015615323
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt014
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt016800289
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt016885177
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0764
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0764
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0148
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0148
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016734198
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt016845644
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015575012
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt066855
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt040163
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt040163
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016801053
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016885955
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015615323
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt014
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016801053
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016885955
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016801053
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016885941
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016577202
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt063870
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016513332
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0248658
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0816427
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016328544
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016577202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt226626
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/PersonNm0DANIEL M HESS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JERRY K BIGELOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FOLEY LARDNER LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0FOLEY LARDNER LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O FOLEY LARDNER LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2777 E WISCONSIN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0777 E WISCONSIN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1777 E WISCONSIN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0790957
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0790957
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DANIEL M HESS
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142975891
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0725
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL M HESS
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ReturnHeader/BusinessOfficerGrp/PhoneNum04142975891
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RHEA BIGELOW CHARITABLE TRUST
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ReturnHeader/Filer/EIN0816928544
ReturnHeader/Filer/InCareOfNm0% DANIEL M HESS
ReturnHeader/Filer/PhoneNum04142975891
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL M HESS
ReturnHeader/ReturnTs02023-05-12T13:15:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HESS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,885,955
Liabilities
$14
Net assets
$16,885,941
Revenue
$947,690
Expenses
$862,802
Net income
$84,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.01$0.89$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.00$16.8$0.74$0.82$0.08
2022Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.95$0.86$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.00$16.8$1.28$1.02$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.53$0.90$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$0.00$16.9$0.47$0.87$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$0.00$17.3$0.45$0.93$0.48