Civic Intelligence

Virgil & Marjories Hiatt Charitable Tr

990PF • Fiscal year 2018 • EIN 91-6555958

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 10, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$10,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 24.7% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

1.4%

Faster asset growth than 52% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

71%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$453,652

Up $6,398 (+1.4%) from 2017

Net Assets

Up

$453,652

Up $6,398 (+1.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$40,557

Up $16,799 (+71%) from 2017

Expenses

Down

$33,667

Down $2,668 (-7.3%) from 2017

Net Income

Up

$6,890

Up $19,467 (+155%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $519,290Liabilities 2010: $0Net Assets 2010: $519,2902010Assets 2011: $502,310Liabilities 2011: $0Net Assets 2011: $502,3102011Assets 2012: $509,694Liabilities 2012: $0Net Assets 2012: $509,6942012Assets 2013: $496,146Liabilities 2013: $0Net Assets 2013: $496,1462013Assets 2014: $485,737Liabilities 2014: $0Net Assets 2014: $485,7372014Assets 2015: $481,822Liabilities 2015: $02015Assets 2017: $447,254Liabilities 2017: $0Net Assets 2017: $447,2542017Assets 2018: $453,652Liabilities 2018: $0Net Assets 2018: $453,6522018Assets 2019: $441,306Liabilities 2019: $0Net Assets 2019: $441,3062019Assets 2020: $427,679Liabilities 2020: $0Net Assets 2020: $427,6792020Assets 2021: $437,371Liabilities 2021: $0Net Assets 2021: $437,3712021Assets 2022: $420,272Liabilities 2022: $0Net Assets 2022: $420,2722022Assets 2023: $409,625Liabilities 2023: $12023Assets 2024: $411,178Liabilities 2024: $0Net Assets 2024: $411,1782024

Highlighted filing

2018

Assets$453,652
Liabilities$0
Net Assets$453,652

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2010: $53,0632010Expenses 2011: $37,5212011Expenses 2012: $37,0362012Revenue 2013: $19,829Expenses 2013: $33,622Net Income 2013: -$13,7932013Revenue 2014: $29,530Expenses 2014: $41,292Net Income 2014: -$11,7622014Revenue 2015: $40,024Expenses 2015: $43,478Net Income 2015: -$3,4542015Revenue 2017: $23,758Expenses 2017: $36,335Net Income 2017: -$12,5772017Revenue 2018: $40,557Expenses 2018: $33,667Net Income 2018: $6,8902018Revenue 2019: $24,133Expenses 2019: $36,479Net Income 2019: -$12,3462019Revenue 2020: $21,819Expenses 2020: $37,230Net Income 2020: -$15,4112020Revenue 2021: $46,997Expenses 2021: $37,282Net Income 2021: $9,7152021Revenue 2022: $14,261Expenses 2022: $31,357Net Income 2022: -$17,0962022Revenue 2023: $22,102Expenses 2023: $35,146Net Income 2023: -$13,0442023Revenue 2024: $35,886Expenses 2024: $34,222Net Income 2024: $1,6642024

Highlighted filing

2018

Revenue$40,557
Expenses$33,667
Net Income$6,890
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 10, 2019
Return Version
2018v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Hiatt Charitable Trust
EIN
91-6555958
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2019-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 664 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0670690387 NUVEEN INFLATION PRO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm177956H104 T ROWE PRICE INTL BO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm287234N765 TCW EMERGING MARKETS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3262028855 DRIEHAUS ACTIVE INCO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4024932600 AMER CENT DIVERSIFI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5258620103 DOUBLELINE TOTAL RET
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6057071854 BAIRD AGGREGATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7464288513 ISHARES IBOXX HIGH Y
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8464288612 ISHARES BARCLAYS INT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm946429B655 ISHARES FLOATING RAT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1031420B300 FEDERATED INST HI YL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11693390882 P I M C O FOREIGN BO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt015905
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt111223
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt215353
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt325554
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt424923
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt525730
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt623636
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt715477
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt810318
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt014834
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19457
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt214316
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt324251
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt423989
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt525756
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt623367
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt714541
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt810175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt022498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt229306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt410431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt518005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt615575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt728157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt812974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt941273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1010318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1120636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1215450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1325210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt033874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt238043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt518534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt619956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt732308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt87419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt936114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt108332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1117585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1214192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1322055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0741479109 PRICE T ROWE GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1003021714 ABERDEEN FDS EMRGN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm274254V273 PRINCIPAL GL R E SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm367065W639 NUVEEN SANTA BARBARA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4921921300 VANGUARD EQUITY INCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5464287465 ISHARES MSCI EAFE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm674925K581 ROBECO BOSTON PARTNE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7808509640 LAUDUS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8670678507 NUVEEN REAL ESTATE S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9779572106 T ROWE PRICE SMALL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10779556109 ROWE T PRICE MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1129875E100 AMERICAN EUROPACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1214214L171 CARILLON SCOUT INTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1322544R305 CREDIT SUISSE COMM R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14922908710 VANGUARD 500 INDEX A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15430070409 HIGHLAND LONG SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16412295107 HARDING LOEVNER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1746434G103 ISHARES CORE MSCI EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1846432F842 ISHARES CORE MSCI EA
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt011866
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt027191
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0RETURN OF PRIOR YE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01500
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt040557
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt040557
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt027191
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt023000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt023000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011866
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011866
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06890
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0213780
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt027191
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt029870
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0187
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt024065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09187
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt033667
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt039057
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt040557
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01065
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09187
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010667
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt127154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt320184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt426278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt58243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt610695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt718971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt810423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt95734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1320959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt146001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-9149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-48
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt416397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt76850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-1488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1512358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-9149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-48
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt416397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt76850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-1488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt320136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt442675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt69514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt725821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt89803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt95507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1319471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt145699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01332.657 ABERDEEN FDS EMRGN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1864.773 CARILLON SCOUT INTERNATIONAL CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2163. MFC ISHARES TR MSCI EAFE INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3234. ISHARES IBOXX HIGH YIELD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4984.199 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5653.158 ROBECO BOSTON PARTNERS L S RSRCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61098.645 ROWE T PRICE INTL FDS INC INTL BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71019.393 LAUDUS INTERNATIONAL MARKETMASTERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8939.871 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9565.45 DRIEHAUS ACTIVE INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1022. ISHARES CORE MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1119.814 PRICE T ROWE GROWTH STK FD INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1223.783 T ROWE PRICE SMALL CAP STOCK FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc131910.805 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14548.533 BAIRD AGGREGATE BOND FD INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt027191
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06890
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0492
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0454144
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0447254
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0453652
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025630
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024130
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025630
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024727
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt01500
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0597
IRS990PF/DistributableAmountGrp/TotalTaxAmt0597
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0597
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0597
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0597
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0256
IRS990PF/FMVAssetsEOYAmt0454453
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0447254
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0453652
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0415
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt054
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt054
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0166954
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0168119
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0160686
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0257468
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0267378
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0275612
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0218
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0218
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt022417
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017883
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt017883
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0447254
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0453652
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0454453
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0447254
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0453652
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0447254
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0453652
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0502063
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016190
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0485873
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07531
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024727
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0494532
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0502063
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK NA
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/AdjNetVlNoncharitableAssetsAmt029190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt029489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt027066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt034377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt033270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt031926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt023250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.059025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.072598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.065123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0494532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0495990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0473524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0510881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0541673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0529700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt024065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.295124
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024065
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024065
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt024065
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/AddressLine1Txt0555 SW OAK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05034643580
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT ABOVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0US BANK - WILLIAM DOLAN FDN TEAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05032755929
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 3168
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097208

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.$4.11$0.00$4.11$0.36$0.34$0.02
2023Summary only. Only limited summary data is available for this year.$4.10$0.00$0.22$0.35$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.14$0.31$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.00$4.37$0.47$0.37$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.00$4.28$0.22$0.37$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$0.24$0.36$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.41$0.34$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$0.00$4.47$0.24$0.36$0.13
2015Summary only. Only limited summary data is available for this year.$4.82$0.00$0.40$0.43$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.30$0.41$0.12
2013Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.20$0.34$0.14
2012Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.37
2011Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.38
2010Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.53