Civic Intelligence

Philip S Miller Charitable Trust

990T • Fiscal year 2020 • EIN 84-6290472

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $30,405,710Liabilities 2011: $153,373Net Assets 2011: $30,252,3372011Assets 2012: $30,389,353Liabilities 2012: $153,373Net Assets 2012: $30,235,9802012Assets 2013: $30,864,538Liabilities 2013: $136,678Net Assets 2013: $30,727,8602013Assets 2014: $30,519,792Liabilities 2014: $94,6782014Assets 2015: $28,968,140Liabilities 2015: $0Net Assets 2015: $28,968,1402015Assets 2016: $29,317,717Liabilities 2016: $0Net Assets 2016: $29,317,7172016Assets 2017: $28,582,159Liabilities 2017: $0Net Assets 2017: $28,582,1592017Assets 2018: $28,650,978Liabilities 2018: $0Net Assets 2018: $28,650,9782018Assets 2019: $27,854,780Liabilities 2019: $0Net Assets 2019: $27,854,7802019Assets 2020: $28,461,007Liabilities 2020: $0Net Assets 2020: $28,461,0072020Assets 2021: $29,450,103Liabilities 2021: $0Net Assets 2021: $29,450,1032021Assets 2022: $29,009,186Liabilities 2022: $0Net Assets 2022: $29,009,1862022Assets 2023: $30,220,535Liabilities 2023: $0Net Assets 2023: $30,220,5352023Assets 2024: $29,918,884Liabilities 2024: $0Net Assets 2024: $29,918,8842024

Latest loaded filing

2024

Assets$29,918,884
Liabilities$0
Net Assets$29,918,884

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $1,870,8052011Expenses 2012: $1,733,5842012Revenue 2013: $2,169,859Expenses 2013: $1,678,277Net Income 2013: $491,5822013Revenue 2014: $1,556,553Expenses 2014: $1,856,530Net Income 2014: -$299,9772014Revenue 2015: $370,269Expenses 2015: $1,819,842Net Income 2015: -$1,449,5732015Revenue 2016: $2,121,914Expenses 2016: $1,764,932Net Income 2016: $356,9822016Revenue 2017: $1,022,537Expenses 2017: $1,754,461Net Income 2017: -$731,9242017Revenue 2018: $1,997,207Expenses 2018: $1,893,208Net Income 2018: $103,9992018Revenue 2019: $856,610Expenses 2019: $1,677,282Net Income 2019: -$820,6722019Revenue 2020: $2,401,228Expenses 2020: $1,860,858Net Income 2020: $540,3702020Revenue 2021: $2,536,915Expenses 2021: $1,562,731Net Income 2021: $974,1842021Revenue 2022: $1,122,398Expenses 2022: $1,616,097Net Income 2022: -$493,6992022Revenue 2023: $2,023,012Expenses 2023: $958,240Net Income 2023: $1,064,7722023Revenue 2024: $1,701,811Expenses 2024: $2,285,451Net Income 2024: -$583,6402024

Latest loaded filing

2024

Revenue$1,701,811
Expenses$2,285,451
Net Income-$583,640
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Philip S Miller Foundation
EIN
84-6290472
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML Appendix66 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
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/PersonNm0US BANK
IRS990T/BooksInCareOfDetail/PhoneNum07022511784
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 SW OAK
IRS990T/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd097204
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CapitalGainNetIncomeAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1885
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-1885
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-1885
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0WHITE OAK FIXED INCOME FUND C, LP
IRS990TScheduleA/UBIBeforeNOLDedAmt0-1885
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-1885
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-1885
IRS990T/TotalUBTIBeforeSection199AAmt0-1885
IRS990T/TotalUBTIComputedAmt0-1885
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05034643580
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILIP S MILLER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILL
ReturnHeader/Filer/EIN0846290472
ReturnHeader/Filer/PhoneNum05034643580
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-11T14:00:17-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$1.70$2.29$0.58
2023Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$2.02$0.96$1.06
2022Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$1.12$1.62$0.49
2021Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$2.54$1.56$0.97
2020Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$2.40$1.86$0.54
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$0.86$1.68$0.82
2018Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$2.00$1.89$0.10
2017Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$1.02$1.75$0.73
2016Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$2.12$1.76$0.36
2015Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$0.37$1.82$1.45
2014Summary only. Only limited summary data is available for this year.$30.5$0.09$1.56$1.86$0.30
2013Detailed filing. Detailed filing data is available for this year.$30.9$0.14$30.7$2.17$1.68$0.49
2012Detailed filing. Detailed filing data is available for this year.$30.4$0.15$30.2$1.73
2011Detailed filing. Detailed filing data is available for this year.$30.4$0.15$30.3$1.87