Civic Intelligence

Waitt Foundation

990PF • Fiscal year 2023 • EIN 46-0428166

Jan 01, 2023 to Dec 31, 2023

Organization Profile

View Organization Page

PO Box 1397North Sioux City, SD 57049

(605) 232-9929

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2011: $133,107,453Liabilities 2011: $766,3472011Assets 2012: $139,187,620Liabilities 2012: $92,9412012Assets 2013: $147,192,953Liabilities 2013: $124,2662013Assets 2014: $146,089,616Liabilities 2014: $123,7422014Assets 2015: $140,011,593Liabilities 2015: $196,497Net Assets 2015: $139,815,0962015Assets 2016: $142,306,926Liabilities 2016: $155,886Net Assets 2016: $142,151,0402016Assets 2017: $153,913,627Liabilities 2017: $197,922Net Assets 2017: $153,715,7052017Assets 2018: $139,270,650Liabilities 2018: $750,068Net Assets 2018: $138,520,5822018Assets 2019: $149,625,444Liabilities 2019: $174,788Net Assets 2019: $149,450,6562019Assets 2020: $152,186,431Liabilities 2020: $270,160Net Assets 2020: $151,916,2712020Assets 2021: $157,175,219Liabilities 2021: $278,151Net Assets 2021: $156,897,0682021Assets 2022: $130,699,893Liabilities 2022: $805,701Net Assets 2022: $129,894,1922022Assets 2023: $136,284,471Liabilities 2023: $817,396Net Assets 2023: $135,467,0752023Assets 2024: $136,326,231Liabilities 2024: $777,677Net Assets 2024: $135,548,5542024

Latest loaded filing

2024

Assets$136,326,231
Liabilities$777,677
Net Assets$135,548,554
Open 2024 Filing

Operations Trend

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

$20M$10M$0-$10M-$20MRevenue 2011: $4,368,660Expenses 2011: $6,129,841Net Income 2011: -$1,761,1812011Revenue 2012: $2,779,605Expenses 2012: $6,549,120Net Income 2012: -$3,769,5152012Revenue 2013: $3,443,163Expenses 2013: $7,613,039Net Income 2013: -$4,169,8762013Revenue 2014: $4,950,721Expenses 2014: $7,271,056Net Income 2014: -$2,320,3352014Revenue 2015: $8,470,934Expenses 2015: $7,876,327Net Income 2015: $594,6072015Revenue 2016: $2,760,695Expenses 2016: $7,616,987Net Income 2016: -$4,856,2922016Revenue 2017: $5,570,050Expenses 2017: $7,797,649Net Income 2017: -$2,227,5992017Revenue 2018: $7,814,043Expenses 2018: $8,543,710Net Income 2018: -$729,6672018Revenue 2019: $3,093,823Expenses 2019: $10,048,160Net Income 2019: -$6,954,3372019Revenue 2020: $741,922Expenses 2020: $7,470,700Net Income 2020: -$6,728,7782020Revenue 2021: $6,009,824Expenses 2021: $11,069,116Net Income 2021: -$5,059,2922021Revenue 2022: $5,062,551Expenses 2022: $11,350,303Net Income 2022: -$6,287,7522022Revenue 2023: $1,078,607Expenses 2023: $12,439,943Net Income 2023: -$11,361,3362023Revenue 2024: $5,074,165Expenses 2024: $12,020,275Net Income 2024: -$6,946,1102024

Latest loaded filing

2024

Revenue$5,074,165
Expenses$12,020,275
Net Income-$6,946,110
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 16, 2026
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERIE PROTHRO-SHEAManaging DirectorFT$198,796$30,501$229,297
HAILEY WAITTDirector-$0--
SHANE HARTNETTDirector-$0--
MAX WAITTDirector-$0--
DAVID STOOSSecretary-$0--
JOSH SHERERTreasurer-$0--
DAVE RUSSELLVice Chairman/Director-$0--
THEODORE W WAITTChairman/DirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWAITT INSTITUTEOCEAN CONSERVATIONPOFNORTH SIOUX CITY, SD, US$6,200,000
Paid GrantOCEANS 5OCEAN CONSERVATIONPCNEW YORK, NY, US$1,000,000
Paid GrantSEASKETCHOCEAN CONSERVATIONPCSANTA BARBARA, CA, US$718,377
Paid GrantBREN SCHOOL OF ENVIRONMENTAL SCIENCE & MANAGEMENT (UCSB)OCEAN CONSERVATIONPCSANTA BARBARA, CA, US$700,000
Paid GrantSCRIPPS INSTITUTION OF OCEANOGRAPHYOCEAN CONSERVATIONPCLA JOLLA, CA, US$344,708
Paid GrantCONSERVATION INTERNATIONAL FOUNDATIONOCEAN CONSERVATIONPCARLINGTON, VI, US$300,000
Paid GrantTHE UNIVERSITY OF QUEENSLANDOCEAN CONSERVATIONPCWASHINGTON, DC, US$250,000
Paid GrantGLOBAL FISHING WATCHOCEAN CONSERVATIONPCWASHINGTON, DC, US$200,000
Paid GrantFOREVER COSTA RICAOCEAN CONSERVATIONNCSAN JOSE, CS$100,000
Paid GrantINTERNATIONAL UNION FOR CONSERVATION OF NATURE - UNITED STATESOCEAN CONSERVATIONPCWASHINGTON, DC, US$100,000
Paid GrantTHE UNIVERSITY OF THE SOUTH PACIFIC INSTITUTE OF APPLIED SCIENCESOCEAN CONSERVATIONNCSUVA, FJ$83,762
Paid GrantSAVE THE WAVES COALITIONRAPID OCEAN CONSERVATION GRANTPCDAVENPORT, CA, US$70,000
Paid GrantCENTER FOR APPROPRIATE TECHNOLOGY AND DEVELOPMENTOCEAN CONSERVATIONNCNAUSORI, FJ$30,443
Paid GrantBARBUDANGOOCEAN CONSERVATIONNCCODRINGTON, AC$30,000
Paid GrantCARIBBEAN RESEARCH & MANAGEMENT OF BIODIVERSITY FOUNDATIONRAPID OCEAN CONSERVATION GRANTNCWILLEMSTAD, OC$20,000
Paid GrantSHARKS PACIFICRAPID OCEAN CONSERVATION GRANTPCSANTA BARBARA, CA, US$19,987
Paid GrantHABITAT FOR HUMANITYEMPLOYEE MATCHPCAMERICUS, GA, US$10,000
Paid GrantSIOUXLAND HUMANE SOCIETYEMPLOYEE MATCHPCSIOUX CITY, IA, US$2,500
Paid GrantFOOD BANK OF SIOUXLANDEMPLOYEE MATCHPCSIOUX CITY, IA, US$1,950
Paid GrantCRITTENTON CENTEREMPLOYEE MATCHPCSIOUX CITY, IA, US$1,500
Paid GrantST LUKE'S CHILDREN'S MIRACLE NETWORKEMPLOYEE MATCHPCSIOUX CITY, IA, US$1,500
Paid GrantHEAL THE BAYEMPLOYEE MATCHPCSANTA MONICA, CA, US$1,030
Paid GrantANCIENT AND EFFERVESCENT ORDER OF THE LITTLE YELLOW DOGEMPLOYEE MATCHPCSIOUX CITY, IA, US$1,000
Paid GrantOPPPORTUNITIES UNLIMITEDEMPLOYEE MATCHPCSIOUX CITY, IA, US$1,000
Paid GrantLOS ANGELES LGBT CENTEREMPLOYEE MATCHPCLOS ANGELES, CA, US$700
Paid GrantCHILDREN INTERNATIONALEMPLOYEE MATCHPCKANSAS CITY, MO, US$546
Paid GrantRESTORE UPLIFT & HOPE SAN DIEGOEMPLOYEE MATCHPCSAN DIEGO, CA, US$500
Paid GrantFAMILY WORSHIP CENTEREMPLOYEE MATCHPCSIOUX CITY, IA, US$448
Paid GrantAMERICAN NEAR EAST REFUGEE AIDEMPLOYEE MATCHPCWASHINGTON, DC, US$250
Paid GrantALEX'S LEMONADE STANDEMPLOYEE MATCHPCWYNNEWOOD, PA, US$100
Filing and Contact Details

Filer

Filer Name
Waitt Foundation
EIN
46-0428166
Phone
6052329929
Address
PO BOX 1397, NORTH SIOUX CITY, SD 57049

Signing Officer

Name
Josh Sherer
Title
Treasurer
Phone
6052329929
Signed
2026-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Julie Boyer
Phone
2187275025
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13556927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt146477650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt154461285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt163118540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt179355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt181464783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt191399332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20108592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt212879526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt224394804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt231032748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt242479363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt253603601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26500347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2711072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28168155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt291555522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt301110549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31508033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32973808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33728075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34136347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt351819282
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AEQUIM ARBITRAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AG CAPITAL RECOVERY VIII HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AG SUPER FUND INT'L LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AKO LIMITED FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ALKEON GROWTH OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ATHENA SELECT - LITHIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BLACKSTONE TACTICAL OPPS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BLACKSTONE TACTICAL OPPS FUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CADIAN OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CANYON LAUREL INVESTMENT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CANYON LAUREL INVESTMENT FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CHARLESBANK EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12CHILDREN'S INVESTMENT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13CRC GLOBAL STRUCTURED CR FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14D.E. SHAW COMPOSITE INT'L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15FARALLON CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16FIXED INCOME FUND - COLCHESTER GLOBAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17FIXED INCOME FUND - OAKTREE ENHANCED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18FOLIUM CAPITAL AGRICULTURE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FOLIUM CAPITAL TIMBER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FORWARD VENTURES IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21GENERATION IM GLOBAL EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22GLOBAL EVENT PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23GREENSPRING GLOBAL PARTNERS IX-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24GREENSPRING GLOBAL PARTNERS V-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25GREENSPRING GLOBAL PARTNERS VII-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26NITORUM OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27POMONA CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28Q-BLK REAL ASSETS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29UBS TRUMBULL PROPERTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30US VENTURE PARTNERS XII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31VARDE FUND XII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32VARDE FUND XIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33VIVO CAPITAL VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34VIVO VENTURES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35WAVE EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02309064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22825820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34028171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43520000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52575097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6380882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7882239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81966012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt969762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10726381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113993991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124525750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13556927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt146477650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt154461285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt163118540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt179355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt181464783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt191399332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20108592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt212879526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt224394804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt231032748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt242479363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt253603601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26500347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2711072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28168155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt291555522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt301110549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31508033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32973808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33728075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34136347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt351819282
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35FMV
IRS990PF/AmendedReturnInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01645688
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1150891
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0351111
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0RETURNED GRANTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PARTNERSHIP INCOME PER BOOKS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0115798
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1116901
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01078607
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01078607
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt067741
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt067741
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0228745
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0228745
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010190301
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010190301
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt036346
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01992131
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01645688
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11361336
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0883504
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0351111
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0351111
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1150891
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01727347
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0201450
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0189602
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0556395
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0556395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt059871
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0331142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt083527
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0211627
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0232699
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0196178
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0485625
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0683740
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt081690
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt081690
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt054778
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010755
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0165453
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011793552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0827522
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012439943
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02554869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01078607
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01603251
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0827522
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02249642
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0156403
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0156403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01536376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1487442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1536376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1385485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt210577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1536376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1385485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt210577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0872927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS FROM PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS/LOSSES FROM SALE OF PTP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1140314
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11361336
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt016934219
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0135467075
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0129894192
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0135467075
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06649990
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06534192
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06649990

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$136$0.78$136$5.07$12.0$6.95
2023Detailed filing. Detailed filing data is available for this year.$136$0.82$135$1.08$12.4$11.4
2023Detailed filing. Detailed filing data is available for this year.
2022Detailed filing. Detailed filing data is available for this year.$131$0.81$130$5.06$11.4$6.29
2021Detailed filing. Detailed filing data is available for this year.$157$0.28$157$6.01$11.1$5.06
2020Detailed filing. Detailed filing data is available for this year.$152$0.27$152$0.74$7.47$6.73
2019Detailed filing. Detailed filing data is available for this year.$150$0.17$149$3.09$10.0$6.95
2018Detailed filing. Detailed filing data is available for this year.$139$0.75$139$7.81$8.54$0.73
2017Detailed filing. Detailed filing data is available for this year.$154$0.20$154$5.57$7.80$2.23
2016Detailed filing. Detailed filing data is available for this year.$142$0.16$142$2.76$7.62$4.86
2015Detailed filing. Detailed filing data is available for this year.$140$0.20$140$8.47$7.88$0.59
2014Summary only. Only limited summary data is available for this year.$146$0.12$4.95$7.27$2.32
2013Summary only. Only limited summary data is available for this year.$147$0.12$3.44$7.61$4.17
2012Summary only. Only limited summary data is available for this year.$139$0.09$2.78$6.55$3.77
2011Summary only. Only limited summary data is available for this year.$133$0.77$4.37$6.13$1.76