Civic Intelligence

Cliff and Charlotte L Bellon Fdn

EIN 92-6566570 • Milwaukee, WI

Pub. 78 Eligible
PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

89th percentile

59%

Higher net margin than 89% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$129,182

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

68th percentile

9.6%

Faster asset growth than 68% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$17,900,418

Up $1,573,790 (+9.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$17,900,418

Up $1,573,790 (+9.6%) from 2023

Revenue

Down

$2,676,613

Down $14,342,442 (-84%) from 2023

Expenses

Up

$1,102,347

Up $704,175 (+177%) from 2023

Net Income

Down

$1,574,266

Down $15,046,617 (-91%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2023: $16,326,628Liabilities 2023: $0Net Assets 2023: $16,326,6282023Assets 2024: $17,900,418Liabilities 2024: $0Net Assets 2024: $17,900,4182024

Highlighted filing

2024

Assets$17,900,418
Liabilities$0
Net Assets$17,900,418

Operations Trend

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

$20M$15M$10M$5.0M$0Revenue 2023: $17,019,055Expenses 2023: $398,172Net Income 2023: $16,620,8832023Revenue 2024: $2,676,613Expenses 2024: $1,102,347Net Income 2024: $1,574,2662024

Highlighted filing

2024

Revenue$2,676,613
Expenses$1,102,347
Net Income$1,574,266

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 16, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$129,182-$129,182
BRIAN CHANDLERCo-Trustee-$1,880-$1,880
Filing and Contact Details

Filer

Filer Name
Cliff and Charlotte L Bellon Fdn
EIN
92-6566570
Phone
7012803623
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
7012803623
Signed
2025-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1496297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15328645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16211976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17422125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18844250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19423952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20422125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211695810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22423952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23127159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24334548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25255199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26515733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27267987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0002824100 ABBOTT LABORATORIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1009066101 AIRBNB INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2012653101 ALBEMARLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt302079K107 ALPHABET INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4023135106 AMAZON.COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5024524217 AMERICAN BEACON STEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt603027X100 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7037833100 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt804314H568 ARTISAN HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9060505104 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1006828M876 BARON EMERGING MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1109247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1215135B101 CENTENE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1320030N101 COMCAST CORP CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1422160K105 COSTCO WHSL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1522FARMMK1 SE1/4 13-139-62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1622FARMML9 W1/2 14-139-62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1722FARMMM7 NW1/4 23-139-62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18278865100 ECOLAB INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1928176E108 EDWARDS LIFESCIENCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2030747M6U5 FARGO ND REF IMPT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2130749LLB0 FARGO ND PUBLIC SCH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2231638R683 FIDELITY ADVISOR INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2331846V245 FIRST AM RETAIL PRIM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25385472CY9 GRAND FORKS ND PARK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26412295107 HARDING LOEVNER INTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28438516106 HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29461202103 INTUIT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30464287200 ISHARES CORE S P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31464287457 ISHARES 1 3 YEAR TRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32464287473 ISHARES RUSSELL MIDC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33464287499 ISHARES RUSSELL MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34464287614 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35464287655 ISHARES RUSSELL 2000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3846432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3946434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4046625H100 J P MORGAN CHASE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4156064L298 NYLI CBRE GLOBAL INF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4256585A102 MARATHON PETROLEUM C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4357636Q104 MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4565339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46658877FL4 NORTH DAKOTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4765887PMS1 NORTH DAKOTA ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4865887PMW2 NORTH DAKOTA ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49658907DS6 NORTH DAKOTA ST BRD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50658909KK1 NORTH DAKOTA ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5167065Q855 NUVEEN ALL AMERICAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5267066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53717081103 PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54768177QA8 RIVER FALLS WI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55776696106 ROPER TECHNOLOGIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56779572106 T ROWE PRICE SMALL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5778462F103 SPDR S P 500 ETF TRU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5878467Y107 SPDR S P MIDCAP 400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59808513105 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60808524847 SCHWAB US REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61855244109 STARBUCKS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6287612E106 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6389400J107 TRANSUNION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6491324P102 UNITED HEALTH GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6592826C839 VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6798FARMK23 N1/2NE1/4 27-139-62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6898FARMK31 NE1/4 23-139-62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6998FARMK49 SECTION 14-139-62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7098FARMK64 SE1/4 11-139-62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7198FARMK72 NW1/4 4-139-62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7298FARML06 SECTION 1-139-62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7398FARML14 NE1/4 11-139-62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74996299C50 NORTH DAKOTA FARM AC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75G1151C101 ACCENTURE PLC IRELAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76H1467J104 CHUBB LIMITED COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77464287408 ISHARES S P 500 VALU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7852470V822 WESTERN ASSET INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7952471E258 CLEARBRIDGE INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80861728400 STONE RIDGE HY REINS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81922042742 VANGUARD TOTAL WORLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0496313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1535412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2423952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3847905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4423952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5422555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6586557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7441735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8277492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9253588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10671666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11731707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12202675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131180365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14129864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15342583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16211976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17422125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18844250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19423952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20422125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211695810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22423952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23133616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24333226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25250671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26510562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27263978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST

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