Civic Intelligence

The Summit Charitable Foundation Inc

990PF • Fiscal year 2023 • EIN 52-1743817

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile
1717 K Street NW 1050Washington, DC 20006-5321

(202) 912-2900

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.06x

Higher debt load relative to assets than 33% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

1.20x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

4th percentile

-153%

Higher net margin than 4% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

62nd percentile

$470,413

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

31st percentile

0.7%

Faster asset growth than 31% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$109,776,413

Up $799,574 (+0.7%) from 2022

Net Assets

Down

$103,052,732

Down $2,714,277 (-2.6%) from 2022

Liabilities

Up

$6,723,681

Up $3,513,851 (+109%) from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin4th percentile

Revenue

Down

$5,608,063

Down $31,695,918 (-85%) from 2022

Expenses

Up

$14,165,189

Up $3,291,367 (+30%) from 2022

Net Income

Down

-$8,557,126

Down $34,987,285 (-132%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$200M$150M$100M$50M$0Assets 2011: $70,828,240Liabilities 2011: $1,453,8372011Assets 2012: $65,788,608Liabilities 2012: $835,2312012Assets 2013: $72,954,760Liabilities 2013: $886,2712013Assets 2014: $72,994,006Liabilities 2014: $268,5232014Assets 2015: $71,611,037Liabilities 2015: $1,688,8112015Assets 2019: $76,416,057Liabilities 2019: $976,6502019Assets 2020: $86,910,017Liabilities 2020: $692,173Net Assets 2020: $86,217,8442020Assets 2021: $95,320,263Liabilities 2021: $1,196,524Net Assets 2021: $94,123,7392021Assets 2022: $108,976,839Liabilities 2022: $3,209,830Net Assets 2022: $105,767,0092022Assets 2023: $109,776,413Liabilities 2023: $6,723,681Net Assets 2023: $103,052,7322023Assets 2024: $159,046,230Liabilities 2024: $6,651,617Net Assets 2024: $152,394,6132024

Highlighted filing

2023

Assets$109,776,413
Liabilities$6,723,681
Net Assets$103,052,732
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$40M$20M$0-$20MRevenue 2011: $12,499,414Expenses 2011: $8,035,029Net Income 2011: $4,464,3852011Revenue 2012: $2,375,812Expenses 2012: $8,603,493Net Income 2012: -$6,227,6812012Revenue 2013: $9,100,553Expenses 2013: $8,662,651Net Income 2013: $437,9022013Revenue 2014: $524,198Expenses 2014: $4,148,612Net Income 2014: -$3,624,4142014Revenue 2015: $232,239Expenses 2015: $3,972,113Net Income 2015: -$3,739,8742015Revenue 2019: $7,479,967Expenses 2019: $6,265,208Net Income 2019: $1,214,7592019Revenue 2020: $11,741,260Expenses 2020: $4,749,959Net Income 2020: $6,991,3012020Revenue 2021: $3,956,642Expenses 2021: $5,662,228Net Income 2021: -$1,705,5862021Revenue 2022: $37,303,981Expenses 2022: $10,873,822Net Income 2022: $26,430,1592022Revenue 2023: $5,608,063Expenses 2023: $14,165,189Net Income 2023: -$8,557,1262023Revenue 2024: $17,159,365Expenses 2024: $12,648,909Net Income 2024: $4,510,4562024

Highlighted filing

2023

Revenue$5,608,063
Expenses$14,165,189
Net Income-$8,557,126
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXIS SANTPresidentFT$385,275$85,138$470,413
SHIRA SAPERSTEINTrustee-$15,000-$15,000
CRISTIAN SAMPERTrustee-$15,000-$15,000
LINDI VON MUTIUSTrustee-$15,000-$15,000
ROGER SANTChairman-$0--
SHARI SANT PLUMMERSecretary-$0--
JASON HICKSTreasurerPT$0--
ALISON SANT JOHNSONTrustee-$0--
CHRISSIE SANTTrustee-$0--
JOHN SANTTrustee-$0--
MICHAEL SANTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Summit Charitable Foundation Inc
EIN
52-1743817
Phone
2029122900
Address
1717 K STREET NW 1050, WASHINGTON, DC 20006-5321

Signing Officer

Name
Alexis Sant
Title
President
Phone
2029122900
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Aaron M Fox
Phone
2022274000
Raw XML AppendixShowing 400 of 2,174 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt6NO REPORTS HAVE BEEN SUBMITTED TO DATE
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt6COLONIA BANTRAL CALLE PRINCIPAL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt0CASA 15 II ETAPA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt1HIGHWAY
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm3BELMOPAN CY
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm5BELIZE
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22023-09-01
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt62024-01-01
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1EMPOWERING TOMORROW'S LEADERS: ADVANCING SEXUAL AND REPRODUCTIVE HEALTH THROUGH YOUTH LEADERSHIP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2TECHNICAL ASSISTANCE TO WOMEN LEADERS OF THE DIGITAL COMMUNITY CENTERS IN HUEHUETENANGO AND ALTA VERAPAZ, GUATEMALA
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4BRIDGING GAPS: ENABLING AN ENVIRONMENT TO INCREASE ADOLESCENT SEXUAL REPRODUCTIVE HEALTH AND RIGHTS SERVICES IN PARTNERSHIP WITH COMMUNITY HEALTH WORKERS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5BETTER MEN, FEWER AGGRESSORS: STRENGTHENING THE CAPACITY OF BOYS, YOUNG PEOPLE AND ADOLESCENTS THROUGH ADVOCACY IN THE DEPARTMENT OF ATLNTIDA, HONDURAS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6BUILDING THE EFFECTIVENESS OF THE BELIZE NETWORK OF NGO'S
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7BETTER MEN, FEWER AGGRESSORS: STRENGTHENING THE CAPACITY OF BOYS, YOUNG PEOPLE, AND ADOLESCENTS THROUGH ADVOCACY IN THE DEPARTMENT OF ATLNTIDA, HONDURAS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0INTERIM REPORT APPROVED 2024. ACTIVE GRANT WITH REPORTS DUE MAY 2025, AUGUST 2026.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1INTERIM REPORT APPROVED 2024. ACTIVE GRANT WITH FINAL REPORT DUE OCTOBER 2024
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2INTERIM REPORT APPROVED 2024. ACTIVE GRANT WITH REPORTS DUE OCTOBER 2025.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3GRANT CLOSED 2023
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4GRANT CLOSED 2023
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5GRANT CLOSED 2023
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6ACTIVE GRANT WITH FINAL REPORT DUE FEBRUARY 2024
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7INTERIM REPORT APPROVED 2024. ACTIVE GRANT WITH REPORTS DUE MARCH 2024 AND OCTOBER 2025
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0DISTRICT OF COLUMBIA AND DELAWARE NO LONGER REQUIRE A COPY OF THE FORM 990-PF TO BE FILED.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 4720, SCH A, PART I, (D) DESCRIPTION OF ACT NUMBERS 1-7
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SELF DEALING
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE SUMMIT CHARITABLE FOUNDATION, INC. ("TSF OR THE "FOUNDATION") CHANGED IT PROVIDERS MID-YEAR OF 2024. A SUBSEQUENT REVIEW OF ITS MICROSOFT 365 LICENSES LED TO THE DISCOVERY THAT CERTAIN EMAIL ADDRESSES ASSOCIATED WITH SANT ASSOCIATES, LLC ("SA") , WHICH IS A DISQUALIFIED PERSON WITH RESPECT TO TSF, HAD BEEN INADVERTENTLY ADDED TO THE FOUNDATION'S MICROSOFT 365 ACCOUNT, FIRST OCCURRING IN 2017. THIS RESULTED IN TSF ACCIDENTALLY FURNISHING EMAIL SERVICES (I.E., THE MICROSOFT 365 SERVICES PAID FOR BY TSF) TO SA IN THE YEARS 2017 THROUGH 2024. TSF PROMPTLY REQUESTED THAT ITS IT PROVIDER HAVE THE SA EMAIL ADDRESSES REMOVED FROM THE ACCOUNT AND CONFIRMED THAT AS OF SEPTEMBER 10, 2024, THOSE EMAIL ADDRESSES NO LONGER APPEAR ON ITS MICROSOFT 365 ACCOUNT. TSF ALSO RECEIVED REIMBURSEMENT FROM SA IN THE AMOUNT OF $2,233.00 ON SEPTEMBER 24, 2024. THE $2,233.00 REPRESENTS THE COST OF THE MICROSOFT 365 ACCOUNT ALLOCABLE TO THE EMAIL ADDRESSES ASSOCIATED WITH SA PLUS INTEREST, FOR 2017 THROUGH 2024. GOING FORWARD, THE MICROSOFT 365 ACCOUNTS WILL BE REVIEWED ON AN ANNUAL BASIS TO ENSURE THAT NO FUTURE INCIDENT OF THIS TYPE OCCURS. THE EXTERNAL IT PROVIDER HAS BEEN EDUCATED TO NOT ADD ANY UNAPPROVED ADDRESSES TO THE FOUNDATION'S MICROSOFT 365 ACCOUNTS AND TO NEVER ADD ANY EMAIL ADDRESSES THAT DO NOT END IN "SUMMITFDN.ORG," WHICH IS THE EMAIL EXCHANGE FOR TSF STAFF. PLEASE NOTE THERE ARE EIGHT DIFFERENT 4720'S BEING FILED, ONE FOR EACH YEAR THAT WAS IMPACTED (2017-2024). FOUR OF THESE YEARS (2017, 2018, 2019 AND 2020) ARE BEING FILED VIA PAPER DUE TO SOFTWARE LIMITATIONS. THE 2024 YEAR WILL BE FILED ELECTRONICALLY IN 2025 ONCE THE TAX PREPARERS SOFTWARE IS UPDATED FOR THIS FILING ABILITY. PRIOR TO 2024, SA WAS A PARTNERSHIP THAT WAS REGARDED FOR TAX PURPOSES AND WAS OWNED MORE THAN 35% BY ROGER SANT. MR. SANT IS A DISQUALIFIED PERSON WITH RESPECT TO THE FOUNDATION. AS OF JANUARY 2024, SA IS A DISREGARDED ENTITY AND MR. SANT IS ITS SOLE MEMBER. ACCORDINGLY, THE NAME OF THE SELF-DEALER PROVIDED IN PART II, FOR ACT 8, ON THE FORM 4720 FOR THE TAX YEAR 2024 IS MR. SANT. THE NAME OF THE SELF-DEALER PROVIDED IN PART II FOR EACH OF THE ACTS THAT OCCURRED IN YEARS 2017-2023 IS SANT ASSOCIATES, LLC.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13225075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26080794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PRIVATE INVESTMENT FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS AND U.S. TREASURY NOTES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EXCHANGE TRADED FUNDS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26080794
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0430275
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07084250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt09335550
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0177341
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02242611
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01806800
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-8557126
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt032537913
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0146
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0146
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt032033
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt049993
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03801117
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05734942
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0250573
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0250573
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01518286
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt024599
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01757062
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0178112
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0174070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0319710
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0595678
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0773931
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0957247
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0607846
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0611860
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt021940
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0176407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010871297
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0887459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt014165189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06622401
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05608063
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03787047
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0887459
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04829639
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0148733
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0148733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0277753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111746254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21097030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32985351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41090375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt510383337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6897879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01667047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1105265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt314649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt462461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51746656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6202121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7258817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01667047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1105265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt314649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt462461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51746656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6202121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7258817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01944800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111851519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21099948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41152836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt512129993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7258817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LEVITRONIX INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NORTHERN TRUST INVESTMENT #8756 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NORTHERN TRUST INVESTMENT #1551 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NORTHERN TRUST INVESTMENT #1551 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NORTHERN TRUST INVESTMENT-WALDEN ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5NORTHERN TRUST INVESTMENT- WALDEN LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TACONIC OFFSHORE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PARTNERSHIP INVESTMENT K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04059934
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8557126
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt080467
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05923316
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0103133199
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0105767009
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0103052732
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05159530
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05159530
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05159530
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0799
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05240045
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt079716
IRS990PF/DistributableAmountGrp/TotalTaxAmt080515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0130972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0210688
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt079716
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0130972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt079716
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt079716
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0210688
IRS990PF/FMVAssetsEOYAmt0109776413
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0160004
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0404720
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt03492002
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt03691493
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt03492002
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt03492002
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0231559
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0160634
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0160634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05268609
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05268609
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt022867176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014928053
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014928053
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt02075000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt04290300
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01157629
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01695580
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0624560
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0537951
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0537951
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0105767009
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0103052732
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0605332
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01670125
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01670125
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt043805359
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt068599431
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt068599431
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0974826
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02028661
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt027685
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt054256
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt054256
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt037123675
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015065352
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015065352
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0108976839
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0109776413
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0109776413
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03209830
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06723681
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0108976839
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0109776413
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0105767009
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0103052732
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0106396850
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025116146
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt081280704
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01595953
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05240045
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0104800897
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0106396850
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0333900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1234504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2234504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3242266
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4161500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt032368
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt176582
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt244860
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt320333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt454408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0DIANE CROCKETT LEFT DURING 2023
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1KATHERINE HALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2CHERI RECCIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3NICKOLAS SIFUENTES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4JENNIFER RUFFNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CHIEF FINANCIAL OFFI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1DIR., EQUALITY FOR W
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2DIRECTOR, MESOAMERIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3DIR. SUSTAINABLE CIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4DIRECTOR OF GRANTS M
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01717 K STREET NW SUITE 1050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11717 K STREET NW SUITE 1050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21717 K STREET NW SUITE 1050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt31717 K STREET NW SUITE 1050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt41717 K STREET NW SUITE 1050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd0200065321
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd1200065321
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd2200065321
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd3200065321
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd4200065321
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0EXPLANATORY LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1MARCUM LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0115574
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt196694

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Filings

Displayed year

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

Open filing
Assets
$109,776,413
Liabilities
$6,723,681
Net assets
$103,052,732
Revenue
$5,608,063
Expenses
$14,165,189
Net income
-$8,557,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$159$6.65$152$17.2$12.6$4.51
2023Detailed filing. Detailed filing data is available for this year.$110$6.72$103$5.61$14.2$8.56
2022Detailed filing. Detailed filing data is available for this year.$109$3.21$106$37.3$10.9$26.4
2021Detailed filing. Detailed filing data is available for this year.$95.3$1.20$94.1$3.96$5.66$1.71
2020Detailed filing. Detailed filing data is available for this year.$86.9$0.69$86.2$11.7$4.75$6.99
2019Summary only. Only limited summary data is available for this year.$76.4$0.98$7.48$6.27$1.21
2015Summary only. Only limited summary data is available for this year.$71.6$1.69$0.23$3.97$3.74
2014Summary only. Only limited summary data is available for this year.$73.0$0.27$0.52$4.15$3.62
2013Summary only. Only limited summary data is available for this year.$73.0$0.89$9.10$8.66$0.44
2012Summary only. Only limited summary data is available for this year.$65.8$0.84$2.38$8.60$6.23
2011Summary only. Only limited summary data is available for this year.$70.8$1.45$12.5$8.04$4.46