Civic Intelligence

Gold Bay Foundation

990PF • Fiscal year 2024 • EIN 47-4002921

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 13, 2025

Organization Profile
729 N Washington AveMinneapolis, MN 55401

(612) 328-9924

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

14th percentile

-17%

Higher net margin than 14% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

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.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

49th percentile

4.8%

Faster asset growth than 49% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

210%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$32,297,789

Up $1,492,849 (+4.8%) from 2023

Net Assets

Up

$32,297,789

Up $1,492,849 (+4.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin14th percentile

Revenue

Up

$2,486,468

Up $1,684,016 (+210%) from 2023

Expenses

Up

$2,903,540

Up $1,640,299 (+130%) from 2023

Net Income

Up

-$417,072

Up $43,717 (+9.5%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$40M$30M$20M$10M$0Assets 2015: $9,019Liabilities 2015: $02015Assets 2016: $24,121,893Liabilities 2016: $0Net Assets 2016: $24,121,8932016Assets 2017: $28,558,529Liabilities 2017: $120,000Net Assets 2017: $28,438,5292017Assets 2018: $25,456,055Liabilities 2018: $0Net Assets 2018: $25,456,0552018Assets 2019: $28,916,433Liabilities 2019: $1Net Assets 2019: $28,916,4332019Assets 2020: $30,625,118Liabilities 2020: $1Net Assets 2020: $30,625,1182020Assets 2021: $34,529,530Liabilities 2021: $1Net Assets 2021: $34,529,5302021Assets 2022: $28,029,739Liabilities 2022: $1Net Assets 2022: $28,029,7392022Assets 2023: $30,804,940Liabilities 2023: $1Net Assets 2023: $30,804,9402023Assets 2024: $32,297,789Liabilities 2024: $0Net Assets 2024: $32,297,7892024

Highlighted filing

2024

Assets$32,297,789
Liabilities$0
Net Assets$32,297,789
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$30M$20M$10M$0-$10MRevenue 2015: $20,000Expenses 2015: $10,981Net Income 2015: $9,0192015Revenue 2016: $24,421,572Expenses 2016: $19,749Net Income 2016: $24,401,8232016Revenue 2017: $2,898,207Expenses 2017: $1,633,358Net Income 2017: $1,264,8492017Revenue 2018: $851,764Expenses 2018: $1,537,155Net Income 2018: -$685,3912018Revenue 2019: $799,440Expenses 2019: $1,485,373Net Income 2019: -$685,9332019Revenue 2020: $855,428Expenses 2020: $2,135,034Net Income 2020: -$1,279,6062020Revenue 2021: $1,846,791Expenses 2021: $2,079,526Net Income 2021: -$232,7352021Revenue 2022: $1,324,453Expenses 2022: $2,295,836Net Income 2022: -$971,3832022Revenue 2023: $802,452Expenses 2023: $1,263,241Net Income 2023: -$460,7892023Revenue 2024: $2,486,468Expenses 2024: $2,903,540Net Income 2024: -$417,0722024

Highlighted filing

2024

Revenue$2,486,468
Expenses$2,903,540
Net Income-$417,072
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara Gold LuriePres/Director-$0--
Keith LurieTreas/Sec/Director-$0--
Filing and Contact Details

Filer

Filer Name
Gold Bay Foundation
EIN
47-4002921
Phone
6123289924
Address
729 N Washington Ave, Minneapolis, MN 55401

Signing Officer

Name
Barbara Gold Lurie
Title
President/Director
Phone
6123289924
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Abdo LLP
Address
100 Warren St STE 600, Mankato, MN 56001
Preparer
Janeen K Steffel
Phone
5076252727
Raw XML AppendixShowing 400 of 677 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0American Tower Corp 4.000%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Bank of NY Mellon VAR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2CIGNA Corp 4.375%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Enterprise Products 5.050%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4GATX Corp 5.400%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Honeywell International Inc 4.950%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Oracle Corp 4.200%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7PNC Bank 5.9%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8Shell International 2.875%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9Walt Disney Co. 3.35%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt099532
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33481668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Abbot Labs, 3,350 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Accenture PLC, 1,260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Adobe Inc, 710 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Alphabet Inc A, 760 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Alphabet Inc C, 3,275 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Amazon.com, 3,175 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Ansys Inc, 485 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Apple Inc, 4,400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Autozone Inc, 110 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Berkshire Hathaway, 780 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BlackRock Inc, 425 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Blackstone Inc, 3,700 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Borg Warner Automotive Inc, 4,975 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Builders Firstsource Inc, 1,875 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CBRE Group Inc, 3,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CDW Corp, 1,625 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Chubb Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Constellation Brands Inc, 1,275 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Costco Wholesale Corp, 710 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Crocs Inc, 1,375 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Fiserv Inc, 775 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Home Depot, 1,375 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JP Morgan Chase, 1,635 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MasterCard Inc, 1,150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24McDonalds Corp, 775 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Medtronic PLC, 1,300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Microsoft Corp, 2,325 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Morgan Stanley, 4,300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Novo Nordisk, 1,550 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29NVIDIA Corp, 8,750 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Thermo Fisher, 855 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31TJX Cos Inc, 2,950 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32United Health Group Inc, 965 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Williams Co Inc, 9,000 Sh
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0618072
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8428970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9656250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10216611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11838447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt133988307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14506463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16137760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17456045
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt191015273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt201112397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Accolade Partners Blockchain I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Accolade Partners VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Accolade Qed Vii Growth
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Accolade Vi-C Thoma Bravo
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AG Realty Fund X
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5American Tower Corp REIT, 1,375 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Btlas 2016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Eaton Vance Income Fd 205,069 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Fortress Credit Opps Fund V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Golub Capital 11 Offshore
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Harbert VI Offshore
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Icapital-Insight Access Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12Infinity Q Divers Alpha-Inst, 88,377.95 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13iShares Core S&P 500 ETF, 6,775 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Sharenett Qed6 Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15Thrive Bio Science
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16True Green Capital III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17True Green Capital Leveraged Feeder
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18Usra Net Lease IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19Wave Equity Fund II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20Wisdomtree US Largecap, 14,300 Sh
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-13831
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-315
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02493899
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-7431
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02486468
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02027911
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02526000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02526000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0511916
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0521740
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-417072
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06785331
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02034389
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02293651
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0382
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0397
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-55515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-69661
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0121720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0190644
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0312364
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt064779
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02648102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0190661
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02903540
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02484312
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02486468
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0122102
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0190661
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0377540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04750942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01829240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2188809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt36478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01829240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2188809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt36478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06580182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2195287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sale of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Partnership Capital Gains
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Partnership Capital Gains - UBTI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02027911
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-417072
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01909921
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt032297789
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt030804940
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032297789
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01529948
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01529948
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01529948
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01561830
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt031882
IRS990PF/DistributableAmountGrp/TotalTaxAmt031882
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt015150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt047086
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt031882
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt015150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt031882
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt031882
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt047086
IRS990PF/FMVAssetsEOYAmt032297789
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02121528
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01540200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01540200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012886365
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014880919
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014880919
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt013757207
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt013466232
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt013466232
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt030804940
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt032297789
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0387831
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01041790
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01041790
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt030804940
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt032297789
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt032297789
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt030804940
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt032297789
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt030804940
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt032297789
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01652009
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01368648
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01368648
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031712293
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0563751
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt031148542
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0475684
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01561830
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt031236609
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt031712293
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Evercore Wealth Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Kerrie Blevins Consulting
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0160214
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1152150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Consulting
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt055 East 52nd Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1729 N Washington Ave 6th Fl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Minneapolis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd155401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Barbara Gold Lurie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Keith Lurie

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Filings

Displayed year

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

Open filing
Assets
$32,297,789
Liabilities
$0
Net assets
$32,297,789
Revenue
$2,486,468
Expenses
$2,903,540
Net income
-$417,072
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$2.49$2.90$0.42
2023Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$0.80$1.26$0.46
2022Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$1.32$2.30$0.97
2021Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$1.85$2.08$0.23
2020Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$0.86$2.14$1.28
2019Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$0.80$1.49$0.69
2018Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$0.85$1.54$0.69
2017Detailed filing. Detailed filing data is available for this year.$28.6$0.12$28.4$2.90$1.63$1.26
2016Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$24.4$0.02$24.4
2015Summary only. Only limited summary data is available for this year.$0.01$0.00$0.02$0.01$0.01