Civic Intelligence

Leonie V Woolfolk Decd Charitable Trust

990PF • Fiscal year 2016 • EIN 93-6153726

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 29, 2016

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

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

29th percentile

-7.4%

Higher net margin than 29% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$5,757

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 23.3% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

46th percentile

-0.6%

Faster asset growth than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$307,121

Down $1,834 (-0.6%) from 2015

Net Assets

Down

$307,121

Down $1,834 (-0.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin29th percentile

Revenue

Up

$24,742

Up $2,806 (+13%) from 2015

Expenses

Down

$26,576

Down $694 (-2.5%) from 2015

Net Income

Up

-$1,834

Up $3,500 (+66%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$400K$300K$200K$100K$0Assets 2011: $336,619Liabilities 2011: $0Net Assets 2011: $336,6192011Assets 2012: $336,151Liabilities 2012: $0Net Assets 2012: $336,1512012Assets 2013: $331,040Liabilities 2013: $0Net Assets 2013: $331,0402013Assets 2014: $314,228Liabilities 2014: $0Net Assets 2014: $314,2282014Assets 2015: $308,955Liabilities 2015: $0Net Assets 2015: $308,9552015Assets 2016: $307,121Liabilities 2016: $0Net Assets 2016: $307,1212016Assets 2017: $293,970Liabilities 2017: $0Net Assets 2017: $293,9702017Assets 2018: $300,529Liabilities 2018: $0Net Assets 2018: $300,5292018Assets 2019: $300,051Liabilities 2019: $0Net Assets 2019: $300,0512019Assets 2020: $292,787Liabilities 2020: $0Net Assets 2020: $292,7872020Assets 2021: $284,842Liabilities 2021: $0Net Assets 2021: $284,8422021Assets 2022: $288,637Liabilities 2022: $0Net Assets 2022: $288,6372022Assets 2023: $275,026Liabilities 2023: $0Net Assets 2023: $275,0262023Assets 2024: $273,928Liabilities 2024: $0Net Assets 2024: $273,9282024Assets 2025: $281,553Liabilities 2025: $0Net Assets 2025: $281,5532025

Highlighted filing

2016

Assets$307,121
Liabilities$0
Net Assets$307,121
Open 2016 Filing

Operations Trend

Revenue Growth69th percentile

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

$40K$20K$0-$20KExpenses 2011: $23,6212011Expenses 2012: $25,5912012Expenses 2013: $25,9022013Revenue 2014: $10,544Expenses 2014: $27,357Net Income 2014: -$16,8132014Revenue 2015: $21,936Expenses 2015: $27,270Net Income 2015: -$5,3342015Revenue 2016: $24,742Expenses 2016: $26,576Net Income 2016: -$1,8342016Revenue 2017: $12,253Expenses 2017: $25,347Net Income 2017: -$13,0942017Revenue 2018: $30,855Expenses 2018: $24,297Net Income 2018: $6,5582018Revenue 2019: $22,069Expenses 2019: $22,541Net Income 2019: -$4722019Revenue 2020: $17,143Expenses 2020: $24,386Net Income 2020: -$7,2432020Revenue 2021: $16,314Expenses 2021: $24,259Net Income 2021: -$7,9452021Revenue 2022: $30,113Expenses 2022: $26,302Net Income 2022: $3,8112022Revenue 2023: $11,396Expenses 2023: $25,005Net Income 2023: -$13,6092023Revenue 2024: $20,695Expenses 2024: $21,791Net Income 2024: -$1,0962024Revenue 2025: $30,917Expenses 2025: $23,290Net Income 2025: $7,6272025

Highlighted filing

2016

Revenue$24,742
Expenses$26,576
Net Income-$1,834
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 29, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$5,757-$5,757
Filing and Contact Details

Filer

Filer Name
Leonie V Woolfolk Decd 97311860
EIN
93-6153726
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2016-10-29
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 421 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AMER CENT DIVERSIFD BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1NUVEEN HIGH INCOME BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2DOUBLELINE TOTAL RET BD I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3T ROWE PRICE INTL BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4TCW EMERGING MARKETS INCOME FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt017931
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt113357
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt217762
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt37466
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt47208
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt017843
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt111350
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt217522
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt36776
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt46304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt310852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt415962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt522129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt619891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt716430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt814702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt914486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1021025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1110097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1216065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1318175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1411797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1510852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt165489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt010007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt312756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt414722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt524330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt623536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt723678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt823026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt918086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1017113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1112085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1223879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1317504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt147015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt158368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt165767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BLACKROCK EMERGING MKTS L S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1NUVEEN REAL ESTATE SECS FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2PRINCIPAL GL R E SEC INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ROBECO BP LNG SHRT RES INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ABERDEEN FDS EMERG MRKT #5840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMER EUROPACIFIC GRWTH FD #616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6LAUDUS INTL MRKTMSTRS FD #1547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7NUVEEN SANTA BARBARA DIV GRWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8PRICE T ROWE GRWTH STK FD #40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ROWE T PRICE MID-CAP GRWTH #64
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10SCOUT INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11T ROWE PRICE SC STK FD #65
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VANGUARD EQUITY INCOME FD #65
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COLUMBIA INCOME FD CL Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CREDIT SUISSE COMM RET ST CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DRIEHAUS SELECT DREDIT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16NUVEEN INFLATION PRO SEC CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHRS ED MSCI MIN VOL USA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010443
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06829
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt017913
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt024742
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt024742
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017913
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0576
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05181
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05757
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018800
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06762
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06829
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1834
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt024658
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt017913
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019288
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0206
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt020917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt026576
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt024675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024742
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02117
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05387
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07776
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt514735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc028.079 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142.977 PRICE T ROWE GROWTH STK FD INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc212.041 VANGUARD EQUITY INCOME ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc366.244 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc458.036 VANGUARD EQUITY INCOME ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017913
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1834
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0307121
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0308955
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0307121
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016225
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016225
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016225
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016418
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0193
IRS990PF/DistributableAmountGrp/TotalTaxAmt0193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0160
IRS990PF/FMVAssetsEOYAmt0330230
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0293
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0308955
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0307121
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt063724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt063724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt059795
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0238629
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0231884
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0258334
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09855
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010443
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06309
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01658
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01658
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0308955
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0307121
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0330230
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0308955
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0307121
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0308955
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0307121
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0333360
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06347
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0327013
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05000
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016418
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0328360
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0333360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05757
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/AdjNetVlNoncharitableAssetsAmt018772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt018965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt021212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt021329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt019742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt019763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.058366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.062643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0328360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0363428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0340484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0355976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0342598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0358349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt020917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.285847
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt020724
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020917
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0193
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020917
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/GrantOrContributionPdDurYrGrp/Amt018800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BLANCHET HOUSE OF HOSPITALITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN TREASURER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0310 NW GLISAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0972093712
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016225
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01528
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03164
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03164
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020917
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03164
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03164
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01528
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHARITABLE STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt041
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt041
TaxesSchedule/TaxesDetail/Amt0201
TaxesSchedule/TaxesDetail/Amt1112
TaxesSchedule/TaxesDetail/Amt2160
TaxesSchedule/TaxesDetail/Amt35
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0201
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt35
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05034643580
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEONIE V WOOLFOLK DECD 97311860
ReturnHeader/Filer/BusinessNameControlTxt0WOOL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,121
Liabilities
$0
Net assets
$307,121
Revenue
$24,742
Expenses
$26,576
Net income
-$1,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.31$0.23$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$0.21$0.22$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.11$0.25$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.30$0.26$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.16$0.24$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.17$0.24$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.22$0.23$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.31$0.24$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$0.12$0.25$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.25$0.27$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.22$0.27$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.11$0.27$0.17
2013Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.26
2012Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.26
2011Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.24