Civic Intelligence

Idp Foundation Inc.

990PF • Fiscal year 2021 • EIN 26-2753703

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 06, 2023

Organization Profile

View Organization Page

401 N MICHIGAN AVENUE Suite 1810Chicago, IL 60611

(312) 755-0385

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

10th percentile

-15%

Higher net margin than 10% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

34th percentile

$177,845

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

33rd percentile

4.8%

Faster asset growth than 33% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

149%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$64,497,202

Up $2,976,335 (+4.8%) from 2020

Net Assets

Up

$64,493,510

Up $2,986,253 (+4.9%) from 2020

Liabilities

Down

$3,692

Down $9,918 (-73%) from 2020

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin10th percentile

Revenue

Up

$5,760,316

Up $3,448,735 (+149%) from 2020

Expenses

Up

$6,634,448

Up $2,341,227 (+55%) from 2020

Net Income

Up

-$874,132

Up $1,107,508 (+56%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$80M$60M$40M$20M$0Assets 2010: $29,340,351Liabilities 2010: $2,578Net Assets 2010: $29,337,7732010Assets 2019: $58,056,620Liabilities 2019: $7,965Net Assets 2019: $58,048,6552019Assets 2020: $61,520,867Liabilities 2020: $13,610Net Assets 2020: $61,507,2572020Assets 2021: $64,497,202Liabilities 2021: $3,692Net Assets 2021: $64,493,5102021Assets 2022: $52,252,071Liabilities 2022: $14,237Net Assets 2022: $52,237,8342022Assets 2023: $52,845,318Liabilities 2023: $22,218Net Assets 2023: $52,823,1002023Assets 2024: $53,035,275Liabilities 2024: $163,936Net Assets 2024: $52,871,3392024

Highlighted filing

2021

Assets$64,497,202
Liabilities$3,692
Net Assets$64,493,510
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $702,1492010Revenue 2019: $2,216,839Expenses 2019: $3,213,866Net Income 2019: -$997,0272019Revenue 2020: $2,311,581Expenses 2020: $4,293,221Net Income 2020: -$1,981,6402020Revenue 2021: $5,760,316Expenses 2021: $6,634,448Net Income 2021: -$874,1322021Revenue 2022: $3,703,692Expenses 2022: $3,718,602Net Income 2022: -$14,9102022Revenue 2023: $1,696,238Expenses 2023: $3,326,056Net Income 2023: -$1,629,8182023Revenue 2024: $4,372,016Expenses 2024: $4,066,265Net Income 2024: $305,7512024

Highlighted filing

2021

Revenue$5,760,316
Expenses$6,634,448
Net Income-$874,132
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 6, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISON A EHLKEAssistant Secretary & C.O.O.FT$160,830$17,015$177,845
IRENE D PRITZKERCo-Founder & ChairwomanFT$30,000-$30,000
DONNA D SCALITreasurer-$0--
ROBERT WEXLERSecretary-$0--
LIESEL PRITZKER SIMMONSCo-Founder & Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNorthwestern UniversityTo support a variety of medical research.PCChicago, IL, US$3,480,000
Paid GrantSinapi Aba TrustIDP Rising School ProgramNCKumasi, GH$365,194
Paid GrantGlobal Schools Forumabsolute return for kidsTo support and represent non-state operators in low- and middle-income countries, so they are better able to deliver quality education to children from low-income families.PCLondon, UK$150,000
Paid GrantShedd AquariumTo support Shedd's general operations, including the extraordinary care Shedd provides for our more than 32,000 animals, and our commitment to education, community access, and conservation.PCChicago, IL, US$15,000
Paid GrantMuseum of Science and IndustryTo support the Museum's Welcome to Science Initiative that supports field trip experiences, after-school science clubs, teen programs, summer learning, teacher and administrator professional development, and more.PCChicago, IL, US$10,000
Paid GrantInt'l Education Funders Group co Global DialogueTo support a membership that provides a network of education funders.NCLondon, UK$2,500
Filing and Contact Details

Filer

Filer Name
IDP Foundation Inc
EIN
26-2753703
In Care Of
% IRENE PRITZKER
Phone
3127550385
Address
401 N MICHIGAN AVENUE Suite 1810, CHICAGO, IL 60611

Signing Officer

Name
Donna D Scali
Title
Treasurer
Phone
3127550385
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
330 N Wabash Suite 3200, CHICAGO, IL 60611
Preparer
Jacob Cook
Phone
3128569100
Raw XML AppendixShowing 400 of 861 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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0PHONE & VOICEMAIL
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13COMPUTER
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16WEBSITE DEVELOP.
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21OTHER EQUIPMENT
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0SINAPI ABA TRUST
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1MORINGA CONNECT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt003/05/2021
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt0HOUSE NO 22A ELLIS AVENUE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm0KUMASI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd0GH
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0865194
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1150000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02021-03-05
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12021-04-15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO FURTHER EXPAND THE IDP RISING SCHOOLS PROGRAM.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1LOAN TO MORINGA CONNECT TO SUPPORT SMALL FARMING FAMILIES IN GHANA.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0The organization did not conduct independent verification of reports because it had no reason to doubt their accuracy or reliability, pursuant to Regs. 53.4945-5(c)(1).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1The organization did not conduct independent verification of reports because it had no reason to doubt their accuracy or reliability, pursuant to Regs. 53.4945-5(c)(1).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0288 NORFOLK ST
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0CAMBRIDGE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd002139
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0990-PF REASON FOR AMENDING
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0990-PF REASON FOR AMENDING
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE 2021 FORM 990-PF IS BEING AMENDED TO REPORT $650,000 OF PROGRAM RELATED INVESTMENTS THAT WERE ORIGINALLY REPORTED AS MISSION RELATED INVESTMENTS. THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY WHEN MAKING THESE INVESTMENTS AND IS ALSO INCLUDING THE REQUIRED EXPENDITURE RESPONSIBILITY STATEMENTS WITH THE AMENDED FORM 990-PF DUE TO THIS RECLASSIFICATION. THE FORM 990-PF IS ALSO BEING AMENDED TO REPORT THE RECOVERY OF AN AMOUNT TREATED AS QUALIFYING DISTRIBUTIONS FROM A PREVIOUSLY REPORTED PROGRAM RELATED INVESTMENT AND TO UPDATE THE UNDISTRIBUTED INCOME CARRYOVERS IN PART XII. CHANGES HAVE BEEN MADE TO THE FOLLOWING PARTS AS A RESULT: PART II, LINE 7 PART VIII-B, LINES 1 AND 2 PART X, LINE 4 PART XI, LINE 1B PART XII, LINES 1, 3D, 3E, 3F, 4, 4D, 4E, 6A, 9 AND 10C, 10D AND 10E
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MORGAN STANLEY - SEE ATTACHED
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ETF/CEF - SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EVERCARE HEALTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MICROVEST SHORT DURATION FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BARAK STRUCTURED FINANCE TRADE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SAF INVESTOR LP (VISION RIDGE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ACCION FRONTIER INCLUSION FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ELEVAR EQUITY III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8RETHINK EDUCATION II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9IMPACT ENGINE IV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VISTRIA FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11PMF INTEGRO FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SEE YOUR IMPACT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13CRE VENTURE CAPITAL FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SAF ACCRUED INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15AMERICAN CORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16SUSTAIN VC IMPACT FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17CLIMATE IMPACT SOLUTIONS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2232207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3739417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41276076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5301639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61493239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71821929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8791612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt918917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10124836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11568230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13829129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt151254124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16141432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1799116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
IRS990PF/AmendedReturnInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01001971
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04758321
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt024
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05760316
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05760316
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt074535
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt074534
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0149069
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04653869
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0171747
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt019083
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0190830
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04022694
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04022694
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt09037
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01107756
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01001971
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-874132
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt020265302
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt055720
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt055720
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt056143
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt056143
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04758321
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05260764
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0206280
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0206280
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0441351
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0441351
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0613226
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0613226
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-10531
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0402307
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0320275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0722582
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt072954
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01702
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt074656
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt01065
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt01065
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt019040
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt039921
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06114176
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0490354
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06634448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05751118
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05760316
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02091482
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0490354
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02611754
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt051874
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt051874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016545891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03719411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1238951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2695507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03719411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1238951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt020265302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1238951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY PUB. TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM PASS-THROUGH INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04653869
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-874132
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt019009
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03879394
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt064512519
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt061507257
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt064493510
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03059168
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03025835
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03059168
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03098960
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt033333
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt073125
IRS990PF/DistributableAmountGrp/TotalTaxAmt073125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt080000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0127423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt080000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt073125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0134298
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt054298
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt073125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt073125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0207423
IRS990PF/FMVAssetsEOYAmt064497202
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt013610
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt03692
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt09
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0538
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0392
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02242392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01676301
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01676301
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt025257469
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020634840
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt020634840
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0113485
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0126009
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt015135
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt012524
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt012524
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt061507257
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt064493510
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt026364280
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt035468562

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,497,202
Liabilities
$3,692
Net assets
$64,493,510
Revenue
$5,760,316
Expenses
$6,634,448
Net income
-$874,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.0$0.16$52.9$4.37$4.07$0.31
2023Detailed filing. Detailed filing data is available for this year.$52.8$0.02$52.8$1.70$3.33$1.63
2022Detailed filing. Detailed filing data is available for this year.$52.3$0.01$52.2$3.70$3.72$0.01
2021Detailed filing. Detailed filing data is available for this year.$64.5$0.00$64.5$5.76$6.63$0.87
2020Detailed filing. Detailed filing data is available for this year.$61.5$0.01$61.5$2.31$4.29$1.98
2019Detailed filing. Detailed filing data is available for this year.$58.1$0.01$58.0$2.22$3.21$1.00
2010Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$0.70