Civic Intelligence

The Raether Family Charitable Trust

990PF • Fiscal year 2011 • EIN 13-6855420

Dec 01, 2010 to Nov 30, 2011 • Filed on Mar 12, 2012

Organization Profile
C/O Kohlberg Kravis Roberts CO9 West 57th Street10019
Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2011 filings • $25M-$50M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets10th percentile

Assets

$37,661,428

No earlier filing loaded for comparison.

Net Assets

$37,661,428

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$2,159,819

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2011: $37,661,428Liabilities 2011: $0Net Assets 2011: $37,661,4282011Assets 2012: $36,283,243Liabilities 2012: $58,780Net Assets 2012: $36,224,4632012Assets 2013: $32,970,382Liabilities 2013: $58,780Net Assets 2013: $32,911,6022013Assets 2014: $36,780,303Liabilities 2014: $0Net Assets 2014: $36,780,3032014Assets 2015: $32,365,452Liabilities 2015: $0Net Assets 2015: $32,365,4522015Assets 2019: $27,460,601Liabilities 2019: $0Net Assets 2019: $27,460,6012019Assets 2020: $31,199,712Liabilities 2020: $0Net Assets 2020: $31,199,7122020Assets 2021: $51,858,010Liabilities 2021: $0Net Assets 2021: $51,858,0102021Assets 2022: $50,330,091Liabilities 2022: $0Net Assets 2022: $50,330,0912022Assets 2023: $43,509,248Liabilities 2023: $0Net Assets 2023: $43,509,2482023Assets 2024: $38,457,258Liabilities 2024: $0Net Assets 2024: $38,457,2582024

Highlighted filing

2011

Assets$37,661,428
Liabilities$0
Net Assets$37,661,428
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2011: $2,159,8192011Expenses 2012: $4,074,9972012Expenses 2013: $6,829,5012013Revenue 2014: $12,406,344Expenses 2014: $8,537,643Net Income 2014: $3,868,7012014Revenue 2015: $4,430,750Expenses 2015: $8,845,601Net Income 2015: -$4,414,8512015Revenue 2019: $8,808,465Expenses 2019: $8,156,115Net Income 2019: $652,3502019Revenue 2020: $8,668,881Expenses 2020: $4,929,770Net Income 2020: $3,739,1112020Revenue 2021: $28,246,620Expenses 2021: $7,588,322Net Income 2021: $20,658,2982021Revenue 2022: $6,295,518Expenses 2022: $7,823,437Net Income 2022: -$1,527,9192022Revenue 2023: $2,832,737Expenses 2023: $9,653,580Net Income 2023: -$6,820,8432023Revenue 2024: $4,194,832Expenses 2024: $9,246,822Net Income 2024: -$5,051,9902024

Highlighted filing

2011

Revenue-
Expenses$2,159,819
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2010 to Nov 30, 2011
Signed
Mar 12, 2012
Return Version
2010v3.7
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY WERNERTrustee-$39,952-$39,952
PAUL E RAETHERTrustee-$0--
WENDY S RAETHERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENT #10TO AID THE ORGANIZATION IN CARRYING OUT ITS CHARITABLE MISSION.-NEW YORK, NY, US$1,937,842
Filing and Contact Details

Filer

EIN
13-6855420
Raw XML Appendix384 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/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount098000
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps092500
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome05500
CompensationExplanation/Compensation/Explanation0HOURS AS NEEDED
CompensationExplanation/Compensation/Explanation1HOURS AS NEEDED
CompensationExplanation/Compensation/Explanation2HOURS AS NEEDED
CompensationExplanation/Compensation/PersonName0PAUL E RAETHER
CompensationExplanation/Compensation/PersonName1WENDY S RAETHER
CompensationExplanation/Compensation/PersonName2HOLLY WERNER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1571216
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue21272617
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue30
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue48110654
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5798174
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6751785
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1455602
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV21258636
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV30
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV45305000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5846000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6725273
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SOUND SHORE FUND, INC -
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1(15,318.45 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2(15,418.008 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3IDEX CORP. -
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4(34,521 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5SAFEWAY, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6(205,250 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7(265,250 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8KKR FINANCIAL HOLDINGS, LLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9(100,000 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10BARCLAYS WEALTH ADVISOR SERIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11INTERNATIONAL GROWTH EQUITY,LP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12BAILLIE GIFFORD
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0495340
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount01318295
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount015282
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode0525990
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0439422
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount064168
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount02268339
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount064168
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA02332507
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps092500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm05500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss098000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01206301
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss039952
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps01937842
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss01937842
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm01480343
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0495340
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0172688
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0491297
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0548500
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss015282
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01318295
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome02718737
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps01025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0445893
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss01025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0-62255
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0503590
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm02759
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss083000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps02031367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0454152
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss02159819
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome03172889
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses02332507
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps093525
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0454152
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0221977
IRS990PF/BalanceSheets/CapitalStockBOY037488740
IRS990PF/BalanceSheets/CapitalStockEOY037661428
IRS990PF/BalanceSheets/CashBOY04866331
IRS990PF/BalanceSheets/CashEOY03224640
IRS990PF/BalanceSheets/CashEOYFMV03224640
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY09366641
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY011504446
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV08590511
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY023255768
IRS990PF/BalanceSheets/OtherAssetsEOY022932342
IRS990PF/BalanceSheets/OtherAssetsEOYFMV022609122
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/TotalAssetsBOY037488740
IRS990PF/BalanceSheets/TotalAssetsEOY037661428
IRS990PF/BalanceSheets/TotalAssetsEOYFMV034424273
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY037488740
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY037661428
IRS990PF/BalanceSheets/TotalNetAssetsBOY037488740
IRS990PF/BalanceSheets/TotalNetAssetsEOY037661428
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01206301
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0508172
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SEE SCHEDULE A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-16875
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-16875
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0491297
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0D
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0172688
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal037661428
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY037488740
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY037661428
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01732861
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01732861
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01732861
IRS990PF/DistributableAmount/MinimumInvestmentReturn01787236
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome054375
IRS990PF/DistributableAmount/TotalTax054375
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01434
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment055809
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax054375
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment01434
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal054375
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome054375
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments055809
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY034424273
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets036289057
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances03936609
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities08914022
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0544336
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets023438426
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01787236
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets035744721
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets036289057
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine10KKR FINANCIAL SERVICES COMPANY LLC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/Compensation098000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/TypeOfService0ACCOUNTING/TAX SVCES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/AddressLine10730 FIFTH AVENUE 8TH FLOOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/City0NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/ZIPCode010019
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation239952
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PAUL E RAETHER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WENDY S RAETHER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2HOLLY WERNER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1056 HARBOR DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1156 HARBOR DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 1127
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0GREENWICH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1GREENWICH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2DARIEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode006830
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode106830
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode206830
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct07898532
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets07871345
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.22021
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.200918
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.373008
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.091745
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.220248
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.215129
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets035744721
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1036573870
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2017234404
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3030063538
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4033583401
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5029601396
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome027187
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions02031367
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear107348335
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear206428570
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear302758177
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear407396666
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear506368121
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio01.101048
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions02031367
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions02031367
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions02031367
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PAUL E RAETHER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02127508300
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10C/O KKR CO 9 WEST 57TH STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NEW YORK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode010019
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000true
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SupplementaryInformation/ContributingManager0PAUL E RAETHER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01937842
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO AID THE ORGANIZATION IN CARRYING OUT ITS CHARITABLE MISSION.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHMENT #10
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10VARIOUS - AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010019
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NA
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear01937842
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01732861
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear107434526
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear203222208
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus01732861
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY01732861
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear010955240
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02031367
IRS990PF/UndistributedIncome/ExcessFromYear107434526
IRS990PF/UndistributedIncome/ExcessFromYear201489347
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYear202007
IRS990PF/UndistributedIncome/PriorYear302006
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions02031367
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TotalCorpus010955240
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover010656734
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus02031367
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue023255768
OtherAssetsSchedule/OtherAssets/Description0INVESTMENT IN VARIOUS
OtherAssetsSchedule/OtherAssets/Description1FLOW-THROUGH ENTITIES
OtherAssetsSchedule/OtherAssets/EOYBookValue022932342
OtherAssetsSchedule/OtherAssets/EOYFMV022609122
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome10
OtherExpensesSchedule/OtherExpenses/Description0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1DEDUCTIONS FROM
OtherExpensesSchedule/OtherExpenses/Description2PASS-THRU ENTITIES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps01025
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1445893
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01025
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks10
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome10
OtherIncomeSchedule2/OtherIncome/Description0FROM PASS-THROUGH ENTITIES
OtherIncomeSchedule2/OtherIncome/Description1LESS UBTI INCOME REPORTED ON FORM 990-T
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome022753
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1-85008
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0503590
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks10
SubstantialContributorsSch/SubstantialContributor/PersonName0PAUL E WENDY S RAETHER
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine10C/O KKR CO 9 WEST 57TH STREET
SubstantialContributorsSch/SubstantialContributor/USAddress/City0NEW YORK
SubstantialContributorsSch/SubstantialContributor/USAddress/State0NY
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode010019
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/AdjustedNetIncome10
TaxesSchedule/Taxes/Amount083000
TaxesSchedule/Taxes/Amount10
TaxesSchedule/Taxes/Category0INTERNAL REVENUE SERVICE
TaxesSchedule/Taxes/Category1FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category2FROM PASS-THROUGH ENTITIES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome12759
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0136855420
ReturnHeader/Filer/Name/BusinessNameLine10RAETHER 1985 CHARITABLE TRUST
ReturnHeader/Filer/NameControl0RAET
ReturnHeader/Filer/USAddress/AddressLine10C/O KOHLBERG KRAVIS ROBERTS CO
ReturnHeader/Filer/USAddress/AddressLine209 WEST 57TH STREET
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010019
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-03-12
ReturnHeader/Officer/Name0PAUL RAETHER
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KKR Financial Services Company LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10730 Fifth Avenue 8th Floor
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0New York
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010019
ReturnHeader/Preparer/Phone02122719933
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-12-01
ReturnHeader/TaxPeriodEndDate02011-11-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-04-17T09:39:32-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,661,428
Liabilities
$0
Net assets
$37,661,428
Revenue
-
Expenses
$2,159,819
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$4.19$9.25$5.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.5$0.00$43.5$2.83$9.65$6.82
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.3$0.00$50.3$6.30$7.82$1.53
2021Detailed filing. Detailed filing data is available for this year.$51.9$0.00$51.9$28.2$7.59$20.7
2020Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$8.67$4.93$3.74
2019Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$8.81$8.16$0.65
2015Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$4.43$8.85$4.41
2014Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$12.4$8.54$3.87
2013Detailed filing. Detailed filing data is available for this year.$33.0$0.06$32.9$6.83
2012Detailed filing. Detailed filing data is available for this year.$36.3$0.06$36.2$4.07
2011Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$2.16