Civic Intelligence

Siebert Lutheran Foundation Inc.

990PF • Fiscal year 2024 • EIN 39-6050046

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 10, 2025

Organization Profile
PO Box 755Milwaukee, WI 53201

(414) 269-2832

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.06x

Higher debt load relative to revenue than 21% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Source year 2024

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

31st percentile

$253,733

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2024 filings • $100M-$250M nonprofits • Source year 2024

Asset Growth

62nd percentile

8.4%

Faster asset growth than 62% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

118%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$128,553,017

Up $9,973,418 (+8.4%) from 2023

Net Assets

Up

$127,827,826

Up $9,934,321 (+8.4%) from 2023

Liabilities

Up

$725,191

Up $39,097 (+5.7%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin88th percentile

Revenue

Up

$12,257,054

Up $6,645,844 (+118%) from 2023

Expenses

Down

$6,447,974

Down $144,802 (-2.2%) from 2023

Net Income

Up

$5,809,080

Up $6,790,646 (+692%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$150M$100M$50M$0Assets 2011: $77,909,321Liabilities 2011: $02011Assets 2012: $75,452,641Liabilities 2012: $02012Assets 2013: $73,646,440Liabilities 2013: $02013Assets 2014: $75,243,609Liabilities 2014: $02014Assets 2015: $73,924,271Liabilities 2015: $02015Assets 2019: $74,913,525Liabilities 2019: $02019Assets 2020: $91,978,411Liabilities 2020: $1Net Assets 2020: $91,978,4112020Assets 2021: $97,193,025Liabilities 2021: $1,099,749Net Assets 2021: $96,093,2762021Assets 2022: $93,978,925Liabilities 2022: $1,163,270Net Assets 2022: $92,815,6552022Assets 2023: $118,579,599Liabilities 2023: $686,094Net Assets 2023: $117,893,5052023Assets 2024: $128,553,017Liabilities 2024: $725,191Net Assets 2024: $127,827,8262024

Highlighted filing

2024

Assets$128,553,017
Liabilities$725,191
Net Assets$127,827,826
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $5,164,273Expenses 2011: $5,326,436Net Income 2011: -$162,1632011Revenue 2012: $2,215,669Expenses 2012: $4,672,349Net Income 2012: -$2,456,6802012Revenue 2013: $3,191,088Expenses 2013: $4,997,289Net Income 2013: -$1,806,2012013Revenue 2014: $6,795,808Expenses 2014: $5,198,639Net Income 2014: $1,597,1692014Revenue 2015: $4,308,689Expenses 2015: $5,628,027Net Income 2015: -$1,319,3382015Revenue 2019: $5,242,352Expenses 2019: $5,988,355Net Income 2019: -$746,0032019Revenue 2020: $22,880,742Expenses 2020: $5,815,856Net Income 2020: $17,064,8862020Revenue 2021: $11,548,581Expenses 2021: $6,722,773Net Income 2021: $4,825,8082021Revenue 2022: $3,041,455Expenses 2022: $6,319,072Net Income 2022: -$3,277,6172022Revenue 2023: $5,611,210Expenses 2023: $6,592,776Net Income 2023: -$981,5662023Revenue 2024: $12,257,054Expenses 2024: $6,447,974Net Income 2024: $5,809,0802024

Highlighted filing

2024

Revenue$12,257,054
Expenses$6,447,974
Net Income$5,809,080
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLOTTE JOHN-GOMEZPresident & CEOFT$221,111$32,622$253,733
DR JOAN M PRINCEBoard Chair-$13,750-$13,750
DR EMILY VAN DUNKVice-Chair & Secretary-$13,750-$13,750
KURTISS R KRUEGERTreasurer-$13,750-$13,750
PATRICIA CONTRERASDirector-$13,750-$13,750
JULIE VAN CLEAVEDirector-$13,750-$13,750
DAVID J RODGERSDirector-$13,750-$13,750
ABIGAIL SCHUMWINGERDirector-$13,750-$13,750
KURT BECHTHOLDDirector-$12,000-$12,000
CATHERINE JACOBSONDirector-$12,000-$12,000
DEREK TYUSDirector-$12,000-$12,000
ERIC TILLICHDirector-$10,750-$10,750
THOMAS J KAMMERAITDirector-$0--
DENI D NAUMANNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Siebert Lutheran Foundation Inc
EIN
39-6050046
Phone
4142692832
Address
PO BOX 755, MILWAUKEE, WI 53201

Signing Officer

Name
Kurtiss Krueger
Title
Treasurer
Phone
4142692832
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Paul M Senger CPA
Phone
4144761880
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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/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011959698
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012257054
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01551412
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0545164
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02377804
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0117526
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt010964
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0129200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt027989618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08944222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08944222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt036933840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08944222
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05809080
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04125241
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0127827826
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0117893505
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0127827826
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06031201
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06031201
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06031201
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06189863
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0158662
IRS990PF/DistributableAmountGrp/TotalTaxAmt0158662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt027300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt095962
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt090000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0158662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt027300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0158662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0158662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0185962
IRS990PF/FMVAssetsEOYAmt0128553017
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0112499
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0123186
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt05750
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt018
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt05750
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt05750
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt026822326
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt030767596
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt030767596
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt089007191
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt095466047
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt095466047
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt07500
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0302992
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt045000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0516910
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0679812
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0228148
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0162902
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0162902
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0117886005
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0127524834
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0171981
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0115104
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0115104
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0528595
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0602005
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblAmt0134847
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblBOYAmt07500
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt0134847
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt0134847
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt080070
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt033362
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt033362
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02262365
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01867409
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01867409
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0118579599
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0128553017
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0128553017
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0686094
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0725191
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0118579599
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0128553017
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0117893505
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0127827826
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0125682506
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0782926
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0124899580
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01885238
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06189863
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0123797268
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0125682506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0146833
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1128990
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt289321
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt372826
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt021484
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt118351
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt212395
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt310468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0SARAH GILDAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1MICHELLE BURMEISTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2KALYANI GRASSO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3JAQUITA MONTGOMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIRECTOR OF PHILANTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2DIRECTOR OF COMM & P
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3SENIOR OPERATIONS SP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1PO BOX 755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2PO BOX 755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3PO BOX 755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd153201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd253201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd353201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0PRUDENTIAL TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2MERCER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3CLIFTONLARSONALLEN LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0120556
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt199481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt296286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt376387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 5262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1201 WASHINGTON ST 15TH FL 024-0154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt299 HIGH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt310401 W INNOVATION DR STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BOSTON

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$128,553,017
Liabilities
$725,191
Net assets
$127,827,826
Revenue
$12,257,054
Expenses
$6,447,974
Net income
$5,809,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$129$0.73$128$12.3$6.45$5.81
2023Detailed filing. Detailed filing data is available for this year.$119$0.69$118$5.61$6.59$0.98
2022Detailed filing. Detailed filing data is available for this year.$94.0$1.16$92.8$3.04$6.32$3.28
2021Detailed filing. Detailed filing data is available for this year.$97.2$1.10$96.1$11.5$6.72$4.83
2020Detailed filing. Detailed filing data is available for this year.$92.0$0.00$92.0$22.9$5.82$17.1
2019Summary only. Only limited summary data is available for this year.$74.9$0.00$5.24$5.99$0.75
2015Summary only. Only limited summary data is available for this year.$73.9$0.00$4.31$5.63$1.32
2014Summary only. Only limited summary data is available for this year.$75.2$0.00$6.80$5.20$1.60
2013Summary only. Only limited summary data is available for this year.$73.6$0.00$3.19$5.00$1.81
2012Summary only. Only limited summary data is available for this year.$75.5$0.00$2.22$4.67$2.46
2011Summary only. Only limited summary data is available for this year.$77.9$0.00$5.16$5.33$0.16