Civic Intelligence

Faye & Arthur Munson Charitable Tr 99009780

990PF • Fiscal year 2017 • EIN 91-6483037

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 23, 2018

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$34,437

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

52nd percentile

3.2%

Faster asset growth than 52% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

45%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,173,020

Up $66,989 (+3.2%) from 2016

Net Assets

Up

$2,173,020

Up $66,989 (+3.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin87th percentile

Revenue

Up

$157,642

Up $49,259 (+45%) from 2016

Expenses

Down

$90,192

Down $47,463 (-34%) from 2016

Net Income

Up

$67,450

Up $96,722 (+330%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,492,697Liabilities 2010: $0Net Assets 2010: $1,492,6972010Assets 2011: $2,165,180Liabilities 2011: $0Net Assets 2011: $2,165,1802011Assets 2012: $2,053,055Liabilities 2012: $0Net Assets 2012: $2,053,0552012Assets 2013: $2,102,343Liabilities 2013: $12013Assets 2014: $2,190,018Liabilities 2014: $0Net Assets 2014: $2,190,0182014Assets 2015: $2,135,346Liabilities 2015: $12015Assets 2016: $2,106,031Liabilities 2016: $0Net Assets 2016: $2,106,0312016Assets 2017: $2,173,020Liabilities 2017: $0Net Assets 2017: $2,173,0202017Assets 2018: $2,084,657Liabilities 2018: $0Net Assets 2018: $2,084,6572018Assets 2019: $2,088,600Liabilities 2019: $0Net Assets 2019: $2,088,6002019Assets 2020: $2,018,135Liabilities 2020: $0Net Assets 2020: $2,018,1352020Assets 2021: $2,103,349Liabilities 2021: $0Net Assets 2021: $2,103,3492021Assets 2022: $2,021,403Liabilities 2022: $0Net Assets 2022: $2,021,4032022Assets 2023: $1,943,809Liabilities 2023: $12023

Highlighted filing

2017

Assets$2,173,020
Liabilities$0
Net Assets$2,173,020
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $164,6682010Expenses 2011: $139,0162011Expenses 2012: $166,7912012Revenue 2013: $179,186Expenses 2013: $144,424Net Income 2013: $34,7622013Revenue 2014: $187,917Expenses 2014: $100,299Net Income 2014: $87,6182014Revenue 2015: $155,302Expenses 2015: $209,999Net Income 2015: -$54,6972015Revenue 2016: $108,383Expenses 2016: $137,655Net Income 2016: -$29,2722016Revenue 2017: $157,642Expenses 2017: $90,192Net Income 2017: $67,4502017Revenue 2018: $116,269Expenses 2018: $204,963Net Income 2018: -$88,6942018Revenue 2019: $92,725Expenses 2019: $87,376Net Income 2019: $5,3492019Revenue 2020: $68,866Expenses 2020: $138,953Net Income 2020: -$70,0872020Revenue 2021: $233,097Expenses 2021: $147,481Net Income 2021: $85,6162021Revenue 2022: $70,899Expenses 2022: $152,915Net Income 2022: -$82,0162022Revenue 2023: $57,096Expenses 2023: $134,460Net Income 2023: -$77,3642023

Highlighted filing

2017

Revenue$157,642
Expenses$90,192
Net Income$67,450
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 23, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S BANKTrustee-$34,437-$34,437
Filing and Contact Details

Filer

Filer Name
Faye & Arthur Munson Charitable Tr
EIN
91-6483037
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2018-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt476550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt521125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt623864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt780170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt823375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt927270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1048201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-3350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-2821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt78743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-1804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1388899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-3350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt78743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-1804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt230140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt321067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt480390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt518304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt624388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt788913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt821571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt927304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1049546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01065.163 CALVERT BOND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12515.091 FEDERATED INST HI YLD BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22017.426 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3665.821 NUVEEN LARGE CAP GRWTH OPP CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43588.835 FIDELITY ADV DIVERS INTL CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52370.932 DRIEHAUS SELECT CREDIT FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6708.548 NUVEEN LARGE CAP GRWTH OPP CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73899.694 FIDELITY ADV DIVERS INTL CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81525.512 TFS MARKET NEUTRAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91684.392 CALVERT SHORT DURATION INCOME I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101586. DB X TRACKERS MSCI EAFE HEDGED ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11225.552 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1236.434 VANGUARD INTL GRWTH FD CL ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt096984
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt067450
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0461
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02173481
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02106031
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02173020
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0105460
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0105460
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0105460
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0107915
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02455
IRS990PF/DistributableAmountGrp/TotalTaxAmt02455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt01999-07-28
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0766
IRS990PF/FMVAssetsEOYAmt02284583
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02106031
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02173020
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-49554
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01627
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01627
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0485419
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0672845
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0666653
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0568469
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01360731
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01481420
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01504
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0939
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0939
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01047120
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt032695
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt029761
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt053073
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0104183
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0104183
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02106031
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02173020
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02284583
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02106031
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02173020
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02106031
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02173020
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02191171
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt039166
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02152005
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032868
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0107915
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02158303
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02191171
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt034437
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0U S BANK
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/ZIPCd097208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0112025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0113253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0106347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0173174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt060801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0111644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0111335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.078684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.026333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049932
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02158303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02026110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02200891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02308971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02235931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02137734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt058091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.259518
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt058091
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,173,020
Liabilities
$0
Net assets
$2,173,020
Revenue
$157,642
Expenses
$90,192
Net income
$67,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.94$0.00$0.06$0.13$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.07$0.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.23$0.15$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.07$0.14$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.09$0.09$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.12$0.20$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.16$0.09$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.11$0.14$0.03
2015Summary only. Only limited summary data is available for this year.$2.14$0.00$0.16$0.21$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.19$0.10$0.09
2013Summary only. Only limited summary data is available for this year.$2.10$0.00$0.18$0.14$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.14
2010Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.16