Civic Intelligence

John & Juanita Lambert Charitable Fund Tr

990PF • Fiscal year 2020 • EIN 91-6569355

Jun 01, 2019 to May 31, 2020 • Filed on Aug 12, 2020

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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

3rd percentile

-337%

Higher net margin than 3% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$14,875

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 109.9% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

19th percentile

-5.4%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-68%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Flat

$794,316

Flat from 2020

Net Assets

$794,316

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin3rd percentile

Revenue

Flat

$13,529

Flat from 2020

Expenses

Flat

$59,187

Flat from 2020

Net Income

Flat

-$45,658

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$1.0M$500K$0Assets 2011: $853,967Liabilities 2011: $0Net Assets 2011: $853,9672011Assets 2012: $831,843Liabilities 2012: $0Net Assets 2012: $831,8432012Assets 2013: $803,092Liabilities 2013: $12013Assets 2014: $815,323Liabilities 2014: $0Net Assets 2014: $815,3232014Assets 2015: $837,272Liabilities 2015: $0Net Assets 2015: $837,2722015Assets 2016: $833,578Liabilities 2016: $0Net Assets 2016: $833,5782016Assets 2017: $826,585Liabilities 2017: $0Net Assets 2017: $826,5852017Assets 2019: $839,976Liabilities 2019: $0Net Assets 2019: $839,9762019Assets 2020: $794,316Liabilities 2020: $0Net Assets 2020: $794,3162020Assets 2020: $794,316Liabilities 2020: $12020Assets 2021: $745,995Liabilities 2021: $0Net Assets 2021: $745,9952021Assets 2022: $791,483Liabilities 2022: $0Net Assets 2022: $791,4832022Assets 2023: $792,167Liabilities 2023: $12023Assets 2025: $790,778Liabilities 2025: $0Net Assets 2025: $790,7782025

Highlighted filing

2020

Assets$794,316
Liabilities$0
Net Assets$794,316
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $51,2072011Expenses 2012: $57,2282012Revenue 2013: $28,713Expenses 2013: $57,466Net Income 2013: -$28,7532013Revenue 2014: $73,543Expenses 2014: $61,316Net Income 2014: $12,2272014Revenue 2015: $90,694Expenses 2015: $68,746Net Income 2015: $21,9482015Revenue 2016: $61,031Expenses 2016: $64,728Net Income 2016: -$3,6972016Revenue 2017: $53,961Expenses 2017: $60,954Net Income 2017: -$6,9932017Revenue 2019: $41,916Expenses 2019: $67,869Net Income 2019: -$25,9532019Revenue 2020: $13,529Expenses 2020: $59,187Net Income 2020: -$45,6582020Revenue 2020: $13,529Expenses 2020: $59,187Net Income 2020: -$45,6582020Revenue 2021: $24,131Expenses 2021: $72,447Net Income 2021: -$48,3162021Revenue 2022: $122,733Expenses 2022: $77,246Net Income 2022: $45,4872022Revenue 2023: $19,095Expenses 2023: $18,401Net Income 2023: $6942023Revenue 2025: $67,763Expenses 2025: $71,271Net Income 2025: -$3,5082025

Highlighted filing

2020

Revenue$13,529
Expenses$59,187
Net Income-$45,658
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Aug 12, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$14,875-$14,875
Filing and Contact Details

Filer

Filer Name
John & Juanita Lambert Charitable Fd
EIN
91-6569355
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2020-08-12
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 568 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/GrossSalesPriceAmt941279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1113524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1272392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1313112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1411028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1510983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1615053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02804.766 AQR MANAGED FUTURES STR I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1722.977 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc264.32 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31554.384 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc447.506 NUVEEN LARGE CAP SELECT FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5957.05571 NUVEEN SMALL CAP SELECT FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc613.43829 NUVEEN SMALL CAP SELECT FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7101.253 T ROWE PRICE BLUE CHIP GROWTH FUND INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81803.68 CAMBIAR INTL EQUITY FUND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc93839.866 DOUBLELINE TOTAL RET BD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10620.898 NUVEEN INTER DUR MUNI BOND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11925.037 PGIM TOTAL RETURN BOND CL R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc123374.928 CAMBIAR INTL EQUITY FUND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc131054.828 BARON EMERGING MARKETS INSTITUTIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14247. ISHARES CORE MSCI EMERGING MKTS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151124.14 NUVEEN SMALL CAP SELECT FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161540.783 NUVEEN SMALL CAP SELECT FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-6351
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-45658
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0794318
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0839976
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0794316
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt045838
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt045838
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt045838
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt045926
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt088
IRS990PF/DistributableAmountGrp/TotalTaxAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0280
IRS990PF/FMVAssetsEOYAmt0905471
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0839976
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0794316
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0141071
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0118658
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0119075
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0648659
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0456298
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0575682
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt030235
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0205731
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0197085
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020011
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013629
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013629
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0839976
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0794316
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0905471
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0839976
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0794316
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0839976
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0794316
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0932501
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012912
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0919589
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013988
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt045926
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0918513
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0932501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt014875
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/AdjNetVlNoncharitableAssetsAmt049065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt049109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt050782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt049345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt047704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt050955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt051563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.0533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0918513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0937652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0970748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0895012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0908595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0978075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt045305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.267091
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt045305
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt045305
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt045305
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/PayCompDisqualifiedPrsnInd0true
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/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/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05273
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15273
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25273
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35273
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45273

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$794,316
Liabilities
$0
Net assets
$794,316
Revenue
$13,529
Expenses
$59,187
Net income
-$45,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.68$0.71$0.04
2023Summary only. Only limited summary data is available for this year.$7.92$0.00$0.19$0.18$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.91$0.00$7.91$1.23$0.77$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.46$0.00$7.46$0.24$0.72$0.48
2020Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.14$0.59$0.46
2020Summary only. Only limited summary data is available for this year.$7.94$0.00$0.14$0.59$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.40$0.00$8.40$0.42$0.68$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.27$0.00$8.27$0.54$0.61$0.07
2016Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$0.61$0.65$0.04
2015Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.91$0.69$0.22
2014Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.74$0.61$0.12
2013Summary only. Only limited summary data is available for this year.$8.03$0.00$0.29$0.57$0.29
2012Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.57
2011Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$0.51