Civic Intelligence

The Highstead Fund Inc C/O Dudley & Shanley Inc

EIN 20-5823379 • Palm Beach, FL

205 Worth Ave 311Palm Beach, FL 33480
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2025

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$25M-$50M nonprofits • Source year 2025

Asset Growth

50th percentile

4.6%

Faster asset growth than 50% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

57th percentile

12%

Faster revenue growth than 57% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Assets

Up

$41,681,896

Up $1,822,657 (+4.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$41,681,896

Up $1,822,657 (+4.6%) from 2024

Revenue

Up

$2,553,870

Up $279,506 (+12%) from 2024

Expenses

Up

$2,266,508

Up $349,635 (+18%) from 2024

Net Income

Down

$287,362

Down $70,129 (-20%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $10,302,148Liabilities 2011: $02011Assets 2012: $11,799,696Liabilities 2012: $02012Assets 2013: $16,870,770Liabilities 2013: $02013Assets 2014: $21,247,237Liabilities 2014: $02014Assets 2015: $20,815,102Liabilities 2015: $02015Assets 2017: $28,022,369Liabilities 2017: $0Net Assets 2017: $28,022,3692017Assets 2018: $31,499,392Liabilities 2018: $0Net Assets 2018: $31,499,3922018Assets 2019: $32,530,113Liabilities 2019: $204,884Net Assets 2019: $32,325,2292019Assets 2020: $31,340,734Liabilities 2020: $0Net Assets 2020: $31,340,7342020Assets 2021: $36,278,126Liabilities 2021: $0Net Assets 2021: $36,278,1262021Assets 2022: $31,269,511Liabilities 2022: $46,172Net Assets 2022: $31,223,3392022Assets 2023: $35,038,060Liabilities 2023: $0Net Assets 2023: $35,038,0602023Assets 2024: $39,859,239Liabilities 2024: $0Net Assets 2024: $39,859,2392024Assets 2025: $41,681,896Liabilities 2025: $0Net Assets 2025: $41,681,8962025

Highlighted filing

2025

Assets$41,681,896
Liabilities$0
Net Assets$41,681,896

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $9,088,722Expenses 2011: $319,765Net Income 2011: $8,768,9572011Revenue 2012: $1,092,518Expenses 2012: $595,327Net Income 2012: $497,1912012Revenue 2013: $6,472,500Expenses 2013: $698,207Net Income 2013: $5,774,2932013Revenue 2014: $6,502,730Expenses 2014: $1,025,859Net Income 2014: $5,476,8712014Revenue 2015: $1,228,721Expenses 2015: $1,314,494Net Income 2015: -$85,7732015Revenue 2017: $7,476,766Expenses 2017: $1,426,593Net Income 2017: $6,050,1732017Revenue 2018: $3,041,228Expenses 2018: $1,713,200Net Income 2018: $1,328,0282018Revenue 2019: $2,935,985Expenses 2019: $1,745,276Net Income 2019: $1,190,7092019Revenue 2020: $3,978,250Expenses 2020: $1,897,826Net Income 2020: $2,080,4242020Revenue 2021: $4,117,185Expenses 2021: $1,837,580Net Income 2021: $2,279,6052021Revenue 2022: -$569,525Expenses 2022: $1,994,949Net Income 2022: -$2,564,4742022Revenue 2023: $3,449,200Expenses 2023: $1,834,669Net Income 2023: $1,614,5312023Revenue 2024: $2,274,364Expenses 2024: $1,916,873Net Income 2024: $357,4912024Revenue 2025: $2,553,870Expenses 2025: $2,266,508Net Income 2025: $287,3622025

Highlighted filing

2025

Revenue$2,553,870
Expenses$2,266,508
Net Income$287,362

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$41.7$0.00$41.7$2.55$2.27$0.29
2024Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$2.27$1.92$0.36
2023Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$3.45$1.83$1.61
2022Detailed filing. Detailed filing data is available for this year.$31.3$0.05$31.2$0.57$1.99$2.56
2021Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$4.12$1.84$2.28
2020Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$3.98$1.90$2.08
2019Detailed filing. Detailed filing data is available for this year.$32.5$0.20$32.3$2.94$1.75$1.19
2018Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$3.04$1.71$1.33
2017Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$7.48$1.43$6.05
2015Summary only. Only limited summary data is available for this year.$20.8$0.00$1.23$1.31$0.09
2014Summary only. Only limited summary data is available for this year.$21.2$0.00$6.50$1.03$5.48
2013Summary only. Only limited summary data is available for this year.$16.9$0.00$6.47$0.70$5.77
2012Summary only. Only limited summary data is available for this year.$11.8$0.00$1.09$0.60$0.50
2011Summary only. Only limited summary data is available for this year.$10.3$0.00$9.09$0.32$8.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Aug 25, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELISABETH C DUDLEYDirector-$0--
HENRY C DUDLEYPresident, CEO, Director-$0--
SARAH DUDLEY PLIMPTONDirector-$0--
JANE C DUDLEYDirector-$0--
IRINA FAYMANAssistant Secretary-$0--
CHRISTIANE MCNAMARAAssistant Treasurer, Secretary-$0--
FRANK E SHANLEYVice President, Treasurer, Director-$0--
DOROTHY D ADAMSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Highstead Fund Inc
EIN
20-5823379
Phone
5618554742
Address
205 WORTH AVE 311, PALM BEACH, FL 33480

Signing Officer

Name
Frank E Shanley
Title
Vice President, Treasurer, Director
Phone
5618554742
Signed
2025-08-25
Discuss with paid preparer
Yes

Preparer

Firm
The Curchin Group LLC
Address
200 SCHULZ DR STE 400, RED BANK, NJ 07701-6745
Preparer
Robert Fouratt
Phone
7327470500
Raw XML AppendixShowing 400 of 401 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6FRANK E SHANLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7DOROTHY D ADAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT, CEO, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4ASSISTANT SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5ASSISTANT TREASURER, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6VICE PRESIDENT, TREASURER, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O DUDLEY SHANLEY INC 205 WORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O DUDLEY SHANLEY INC 205 WORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O DUDLEY SHANLEY INC 205 WORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O DUDLEY SHANLEY INC 205 WORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O DENTONS 1221 AVENUE OF THE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5C/O DUDLEY SHANLEY INC 205 WORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6C/O DUDLEY SHANLEY INC 205 WORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7C/O DUDLEY SHANLEY INC 205 WORTH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt4AMERICAS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NEW YORK
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DUDLEY SHANLEY INC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0205 WORTH AVENUE 311
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM BEACH
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05618554742
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ELISABETH C DUDLEY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1HENRY C DUDLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESEARCH & EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HIGHSTEAD FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1097
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0REDDING
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01980440
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01980440
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt088236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0100766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023366
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035243
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035243
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0231928
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019560
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt088236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0100766
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023366
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019560
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0267171
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0247611
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL ADVICE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01088
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM BROKER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0118074
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0118074
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CUSTODY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt021750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt021750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1505
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt024790
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER PORTFOLIO INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt024790
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt024790
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01535295
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED APPRECIATION OF INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0205322
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0205322
TaxesSchedule/TaxesDetail/Amt06443
TaxesSchedule/TaxesDetail/Amt124000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06443
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK E SHANLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT, TREASURER, DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05618554742
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HIGHSTEAD FUND INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DUDLEY & SHANLEY INC
ReturnHeader/Filer/BusinessNameControlTxt0HIGH
ReturnHeader/Filer/EIN0205823379
ReturnHeader/Filer/PhoneNum05618554742
ReturnHeader/Filer/USAddress/AddressLine1Txt0205 WORTH AVE 311
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611416081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE CURCHIN GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 SCHULZ DR STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RED BANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0077016745
ReturnHeader/PreparerPersonGrp/PhoneNum07327470500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT FOURATT
ReturnHeader/ReturnTs02025-08-26T09:24:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31

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