Civic Intelligence

Persephone Fund

990PF • Fiscal year 2020 • EIN 82-1121883

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 28, 2021

Organization Profile
117 Portland Ave No 101Minneapolis, MN 55401

(612) 840-1103

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

31st percentile

-6.1%

Higher net margin than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

35th percentile

-0.6%

Faster asset growth than 35% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

182%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,964,887

Down $17,108 (-0.6%) from 2019

Net Assets

Down

$2,964,862

Down $15,053 (-0.5%) from 2019

Liabilities

Down

$25

Down $2,055 (-99%) from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin31st percentile

Revenue

Up

$246,528

Up $159,183 (+182%) from 2019

Expenses

Up

$261,581

Up $71,885 (+38%) from 2019

Net Income

Up

-$15,053

Up $87,298 (+85%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2018: $3,084,321Liabilities 2018: $2,055Net Assets 2018: $3,082,2662018Assets 2019: $2,981,995Liabilities 2019: $2,080Net Assets 2019: $2,979,9152019Assets 2020: $2,964,887Liabilities 2020: $25Net Assets 2020: $2,964,8622020Assets 2021: $2,914,979Liabilities 2021: $1,550Net Assets 2021: $2,913,4292021Assets 2022: $2,786,485Liabilities 2022: $1,575Net Assets 2022: $2,784,9102022Assets 2023: $2,567,926Liabilities 2023: $25Net Assets 2023: $2,567,9012023Assets 2024: $2,395,388Liabilities 2024: $50Net Assets 2024: $2,395,3382024

Highlighted filing

2020

Assets$2,964,887
Liabilities$25
Net Assets$2,964,862
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2018: $132,794Expenses 2018: $173,713Net Income 2018: -$40,9192018Revenue 2019: $87,345Expenses 2019: $189,696Net Income 2019: -$102,3512019Revenue 2020: $246,528Expenses 2020: $261,581Net Income 2020: -$15,0532020Revenue 2021: $163,857Expenses 2021: $215,290Net Income 2021: -$51,4332021Revenue 2022: $64,288Expenses 2022: $192,807Net Income 2022: -$128,5192022Revenue 2023: -$27,413Expenses 2023: $189,596Net Income 2023: -$217,0092023Revenue 2024: $332,289Expenses 2024: $504,848Net Income 2024: -$172,5592024

Highlighted filing

2020

Revenue$246,528
Expenses$261,581
Net Income-$15,053
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENSON K WHITNEYTreasurer, Secretary, Dire-$0--
MARY FARNHAM WHITNEYPresident, Director-$0--
Filing and Contact Details

Filer

Filer Name
Persephone Fund
EIN
82-1121883
Phone
6128401103
Address
117 PORTLAND AVE NO 101, MINNEAPOLIS, MN 55401

Signing Officer

Name
Benson Whitney
Title
Officer
Phone
6128401103
Signed
2021-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
225 S 6TH ST 2300, MINNEAPOLIS, MN 55402
Preparer
Kristin a Alinder CPA
Phone
6128764500
Raw XML Appendix351 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART XIII, LINE 3A-F
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0EXCESS DISTRIBUTION CARRYOVER TRANSFER
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt025% OF THE ASSETS IN WHITNEY FOUNDATION (EIN: 41-6022514) WERE DISTRIBUTED TO PERSEPHONE FUND ON NOVEMBER 4TH, 2020. AS SUCH, 25% OF THE EXCESS DISTRIBUTION CARRYOVER AMOUNT OF $706,271 WAS TRANSFERRED AS FOLLOWS: PERSEPHONE FUND (EIN: 82-1121883) - $176,568YEAR GENERATED AMOUNT 2016 $92,871 2017 $81,241 2018 $915 2019 $280 2020 $1,261THE BEGINNING EXCESS DISTRIBUTION CARRYOVER AMOUNTS HAVE BEEN ADJUSTED TO REFLECT THE TRANSFERS FROM WHITNEY FOUNDATION.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt075194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12840134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0WMC INTERNATIONAL FUND - IHW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CHARLES SCHWAB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt081066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13353174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt064767
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0248500
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt064767
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt064767
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-15053
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt086621
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09214
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt058845
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0378
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0918
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0928
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0953
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0251275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09928
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0261581
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt068773
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0246528
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02775
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09928
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt086435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0395
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-17163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt317349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt069272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2INVESCO OPPENHEIMER STEEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04006
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-15053
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02964862
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02979915
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02964862
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0153467
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0153467
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0153467
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0154285
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0818
IRS990PF/DistributableAmountGrp/TotalTaxAmt0818
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01211
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0730
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0818
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01211
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0818
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02030
IRS990PF/FMVAssetsEOYAmt03483799
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt02080
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt025
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0139195
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt025
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03132692
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0127199
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03005493
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt046990
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BENSON K WHITNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY FARNHAM WHITNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TREASURER, SECRETARY, DIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0117 PORTLAND AVE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1117 PORTLAND AVE 101
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055305
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09529352577
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO PARTICULAR FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BENSON K WHITNEY PERSEPHONE FUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06128401103
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0117 PORTLAND AVENUE 101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd055401
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITABLE 501(C)(3) ORGANIZATIONS, NOT 509(A)(2)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BENSON K WHITNEY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARY FARNHAM WHITNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0248500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE SUPPORT FOR PUBLIC CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MINNEAPOLIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0800 IDS CENTER 80 S 8TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055402
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0248500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0153467
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0153467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07525
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0167953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt092871
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0391073
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt097808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07525
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0167953
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt092871
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0251275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt097808
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0391073
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0293265
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WHEELOCK WHITNEY JR ESTATE VIA WHITNEY FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0701 CARLSON PKWY 1400
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MINNETONKA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055305
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0171629
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0378
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0918
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0918
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09000
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WHEELOCK WHITNEY JR ESTATE VIA WHIT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0701 CARLSON PKWY 1400
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MINNETONKA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd055305
TaxesSchedule/TaxesDetail/Amt0928
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1STATE ANNUAL REGISTRATION FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0928
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BENSON WHITNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06128401103
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERSEPHONE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PERS
ReturnHeader/Filer/EIN0821121883
ReturnHeader/Filer/PhoneNum06128401103
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 PORTLAND AVE NO 101
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 S 6TH ST 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06128764500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTIN A ALINDER CPA
ReturnHeader/ReturnTs02021-06-28T13:42:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BENSON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITNEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,964,887
Liabilities
$25
Net assets
$2,964,862
Revenue
$246,528
Expenses
$261,581
Net income
-$15,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.33$0.50$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.03$0.19$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.78$0.06$0.19$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.16$0.22$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.25$0.26$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.09$0.19$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.13$0.17$0.04