Civic Intelligence

Castle Foundation Co Carolyn Omalley

EIN 87-6117177 • Milwaukee, WI

US Bank Na PO Box 2043Milwaukee, WI 53201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

91st percentile

$36,072

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 94.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2023

Asset Growth

43rd percentile

0.7%

Faster asset growth than 43% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

101%

Faster revenue growth than 90% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,081,506

Up $20,365 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,081,506

Up $20,365 (+0.7%) from 2023

Operations
Liabilities / Revenue32nd percentileNet Margin74th percentile

Revenue

Up

$77,079

Up $38,787 (+101%) from 2023

Expenses

Up

$58,338

Up $4,505 (+8.4%) from 2023

Net Income

Up

$18,741

Up $34,282 (+221%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,154,298Liabilities 2012: $02012Assets 2013: $3,287,197Liabilities 2013: $02013Assets 2014: $3,321,576Liabilities 2014: $02014Assets 2015: $3,406,062Liabilities 2015: $02015Assets 2019: $3,276,935Liabilities 2019: $02019Assets 2020: $3,085,558Liabilities 2020: $02020Assets 2021: $3,191,478Liabilities 2021: $0Net Assets 2021: $3,191,4782021Assets 2022: $3,075,204Liabilities 2022: $0Net Assets 2022: $3,075,2042022Assets 2023: $3,061,141Liabilities 2023: $0Net Assets 2023: $3,061,1412023Assets 2024: $3,081,506Liabilities 2024: $0Net Assets 2024: $3,081,5062024

Highlighted filing

2024

Assets$3,081,506
Liabilities$0
Net Assets$3,081,506
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2012: $143,495Expenses 2012: $206,231Net Income 2012: -$62,7362012Revenue 2013: $361,237Expenses 2013: $228,338Net Income 2013: $132,8992013Revenue 2014: $267,369Expenses 2014: $232,990Net Income 2014: $34,3792014Revenue 2015: $228,059Expenses 2015: $143,573Net Income 2015: $84,4862015Revenue 2019: $301,511Expenses 2019: $151,351Net Income 2019: $150,1602019Revenue 2020: $131,193Expenses 2020: $322,948Net Income 2020: -$191,7552020Revenue 2021: $245,648Expenses 2021: $141,330Net Income 2021: $104,3182021Revenue 2022: $217,370Expenses 2022: $335,461Net Income 2022: -$118,0912022Revenue 2023: $38,292Expenses 2023: $53,833Net Income 2023: -$15,5412023Revenue 2024: $77,079Expenses 2024: $58,338Net Income 2024: $18,7412024

Highlighted filing

2024

Revenue$77,079
Expenses$58,338
Net Income$18,741
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,081,506
Liabilities
$0
Net assets
$3,081,506
Revenue
$77,079
Expenses
$58,338
Net income
$18,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.00$3.08$0.08$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.04$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.22$0.34$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.00$3.19$0.25$0.14$0.10
2020Summary only. Only limited summary data is available for this year.$3.09$0.00$0.13$0.32$0.19
2019Summary only. Only limited summary data is available for this year.$3.28$0.00$0.30$0.15$0.15
2015Summary only. Only limited summary data is available for this year.$3.41$0.00$0.23$0.14$0.08
2014Summary only. Only limited summary data is available for this year.$3.32$0.00$0.27$0.23$0.03
2013Summary only. Only limited summary data is available for this year.$3.29$0.00$0.36$0.23$0.13
2012Summary only. Only limited summary data is available for this year.$3.15$0.00$0.14$0.21$0.06
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
us bank national associationTrusteePT$36,072-$36,072
Filing and Contact Details

Filer

Filer Name
Castle Foundation
EIN
87-6117177
Address
US BANK NA PO BOX 2043, MILWAUKEE, WI 53201

Signing Officer

Name
CAROLYN O'MALLEY
Title
Trust Tax Officer
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
King & McCleary LLC
Address
240 W Main Street, American Fork, UT 84003
Preparer
Matthew O Mccleary
Phone
8017562915
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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AIR LIQUIDE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ALBEMARLE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BAIRD AGGREGATE BOND FD INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BAIRD AGGREGATE BOND FD INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BEST BUY CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5COUPA SOFTWARE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6EDWARDS LIFESCIENCES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7EXACT SCIENCES CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8INTUIT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ISHARES RUSSEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MATCH GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11MOTOROLA SOLUTIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PAYPAL HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SQUARE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15TYLER TECHNOLOGIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16WESTERN DIGITAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17ZILLOW GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18APTIV PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIST - 20%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CLASS ACTION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152023-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162023-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172023-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182023-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-42206
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-15541
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01478
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03061141
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03075204
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03061141
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0155883
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0155883
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0155883
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0156403
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0520
IRS990PF/DistributableAmountGrp/TotalTaxAmt0520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02288
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02288
IRS990PF/FMVAssetsEOYAmt03344860
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03075204
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03061141
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01172648
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01067764
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03033096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01681220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02077944
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0132954
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0124833
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt042096
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt074306
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt074306
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03075204
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03061141
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03344860
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03075204
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03061141
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03075204
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03061141
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03175699
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt066258
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03109441
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt047635
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0156403
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03128064
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03175699
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt036072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0us bank national association
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0po box 3168
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0portland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097204
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt010766
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt010766
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2043
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0532012043
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum05034643578
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN APPLICATION SETTING FORTH APPLICANT'S PUBLIC CHARITY STATUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SONGA CORBIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05032754327
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0170 SOUTH MAIN STREET SUITE 600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd084101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PUBLIC CHARITIES, SOME PREFERENCE TO THOSE PERFORMING ACTIVITIES WITHIN THE STATE OF UTAH.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010766
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0155883
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0145117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt098701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt073232
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0145117
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026816
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026816
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010766
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026816
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0171933
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01478
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0324
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt113381
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt065
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12676
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0259
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt110705
TaxesSchedule/TaxesDetail/Amt01761
TaxesSchedule/TaxesDetail/Amt11337
TaxesSchedule/TaxesDetail/Amt2458
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0352
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1267
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt292
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01409
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11070
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2366
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN O'MALLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Tax Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07

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