Civic Intelligence

Carleton University Retirement Plan S1S 5B6

990 • Fiscal year 2025 • EIN 98-0038349

Jan 01, 2025 to Dec 31, 2025 • Filed on Apr 20, 2026

Organization Profilewww.carleton.ca/pfm
1125 Colonel By Drive Pigiarvik 610Ottawa, Ontario K1S5B6CA

(613) 520-3620

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2025 filings • 501(c)3 • $1B+ nonprofits • Source year 2025

Liabilities / Revenue

2nd percentile

0.00x

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

2025 filings • 501(c)3 • $1B+ nonprofits • Source year 2025

Net Margin

98th percentile

73%

Higher net margin than 98% of similar nonprofits.

2025 filings • 501(c)3 • $1B+ nonprofits • Source year 2025

Top Officer Pay

7th percentile

$149,925

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2025 filings • 501(c)3 • $1B+ nonprofits • Source year 2025

Asset Growth

92nd percentile

16%

Faster asset growth than 92% of similar nonprofits.

2025 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

143%

Faster revenue growth than 97% of similar nonprofits.

2025 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$1,510,231,465

Up $260,469,539 (+21%) from 2023

Net Assets

Up

$1,510,231,465

Up $260,469,539 (+21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin98th percentile

Revenue

Up

$289,614,410

Up $92,972,411 (+47%) from 2023

Expenses

Up

$78,303,419

Up $8,168,234 (+12%) from 2023

Net Income

Up

$211,310,991

Up $84,804,177 (+67%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2011: $744,190,000Liabilities 2011: $0Net Assets 2011: $744,190,0002011Assets 2012: $807,859,377Liabilities 2012: $0Net Assets 2012: $807,859,3772012Assets 2013: $899,898,235Liabilities 2013: $0Net Assets 2013: $899,898,2352013Assets 2014: $932,671,921Liabilities 2014: $0Net Assets 2014: $932,671,9212014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $871,457,304Liabilities 2016: $0Net Assets 2016: $871,457,3042016Assets 2017: $1,026,824,671Liabilities 2017: $0Net Assets 2017: $1,026,824,6712017Assets 2018: $888,999,445Liabilities 2018: $0Net Assets 2018: $888,999,4452018Assets 2019: $1,095,020,249Liabilities 2019: $0Net Assets 2019: $1,095,020,2492019Assets 2020: $1,174,176,742Liabilities 2020: $0Net Assets 2020: $1,174,176,7422020Assets 2021: $1,322,092,526Liabilities 2021: $0Net Assets 2021: $1,322,092,5262021Assets 2022: $1,123,255,112Liabilities 2022: $0Net Assets 2022: $1,123,255,1122022Assets 2023: $1,249,761,926Liabilities 2023: $0Net Assets 2023: $1,249,761,9262023Assets 2025: $1,510,231,465Liabilities 2025: $0Net Assets 2025: $1,510,231,4652025

Highlighted filing

2025

Assets$1,510,231,465
Liabilities$0
Net Assets$1,510,231,465
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

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

$400M$200M$0-$200MRevenue 2011: $24,392,755Expenses 2011: $52,305,754Net Income 2011: -$27,912,9992011Revenue 2012: $113,655,996Expenses 2012: $49,986,618Net Income 2012: $63,669,3782012Revenue 2013: $144,921,950Expenses 2013: $52,883,092Net Income 2013: $92,038,8582013Revenue 2014: $85,820,679Expenses 2014: $53,046,993Net Income 2014: $32,773,6862014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $158,506,424Expenses 2016: $50,042,713Net Income 2016: $108,463,7112016Revenue 2017: $209,732,887Expenses 2017: $54,365,520Net Income 2017: $155,367,3672017Revenue 2018: -$80,946,830Expenses 2018: $56,878,395Net Income 2018: -$137,825,2252018Revenue 2019: $266,895,895Expenses 2019: $60,875,092Net Income 2019: $206,020,8032019Revenue 2020: $140,687,416Expenses 2020: $61,530,922Net Income 2020: $79,156,4942020Revenue 2021: $216,036,960Expenses 2021: $68,121,176Net Income 2021: $147,915,7842021Revenue 2022: -$127,365,051Expenses 2022: $71,472,363Net Income 2022: -$198,837,4142022Revenue 2023: $196,641,999Expenses 2023: $70,135,185Net Income 2023: $126,506,8142023Revenue 2025: $289,614,410Expenses 2025: $78,303,419Net Income 2025: $211,310,9912025

Highlighted filing

2025

Revenue$289,614,410
Expenses$78,303,419
Net Income$211,310,991
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 20, 2026
Return Version
2025v4.0
Gross Receipts
$721,676,439
Mission and Program Overview

Mission

Contributions by employees and employer of Carleton University for the purposes of providing retirement benefits; investment earnings on assets held in trust for retirement.

Contributions by employees and employer of Carleton University for the purposes of providing retirement benefits; investment earnings on assets held in trust for the retirement plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,298,920,474$1,510,231,465▲ $211,310,991
Investments in Publicly Traded Securities$1,094,690,823$1,265,511,100▲ $170,820,277
Investments Other Securities$159,770,507$145,209,101▼ $14,561,406
Accounts Receivable$2,129,041$2,507,649▲ $378,608
Cash and Non-Interest-Bearing Accounts$3,656,133$588,869▼ $3,067,264
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,298,920,474$1,510,231,465▲ $211,310,991
Other Assets Total$38,673,970$96,414,746▲ $57,740,776
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,298,920,474$1,510,231,465▲ $211,310,991
Total Liabilities and Net Assets / Fund Balance$1,298,920,474$1,510,231,465▲ $211,310,991

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$96,414,746--
Other Securities$145,209,101--
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Andrew UrquhartChairFT$149,925$149,925

Board Members and Trustees

NameTitle
Chad BurnsPension Committee Member
Duane McNairPension Committee Member
James SimpsonPension Committee Member
Kevin MannPension Committee Member
Mohamedou Ould Mohamed Abdel HayePension Committee Member
Randall GermainPension Committee Member
Susan MingiePension Committee Member

Highest Paid Contractors

ContractorServicesLocationCompensation
BrandesInvestment Management111 Huntington Ave, 21st Floor, Boston, MA 02199, Ca$875,901
PhnInvestment Management200 Burrard Street, 21st Floor, Vancouver, British Columbia, Ca$586,727
MFS Institutional InvestorsInvestment Management2300-1111 West Georgia Street, Bureau 1200, Vancouver, British Columbia, Ca$579,821
Cc&lInvestment Management770 Sherbroke Ouest, Montreal, Quebec, Ca$558,503
State Street Global AdvisorsInvestment Management-$522,466
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,706,162
Investment Income
$211,109,930
Other Revenue
$47,798,318
Change in Net Assets
$211,310,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,293,218
Salaries, Compensation, and Employee Benefits$821,390
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$72,188,811--$72,188,811
Fees for Service Investment Mgmnt Fees$0$4,634,970$0$4,634,970
Other Salaries and Wages$0$821,390$0$821,390
Fees for Services Legal$0$125,307$0$125,307
Other Expenses$0$72,292$0$72,292
Fees for Services Accounting$0$26,567$0$26,567
All Other Expenses$0$2,732$0$2,732
Total Functional Expenses$72,188,811$6,114,608$0$78,303,419
International Activity

International Summary

Offices
1
Employees
5
Spending
$72,188,811

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America (including Canada and Mexico, but not the United States)Program ServicesRetirement Plan Payments15$72,188,811
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Form 990, Part VI, Section A, Line 6 - Members are members of the Carleton University Retirement Plan”

Form 990, Part VI, Section A, Line 7A

“Form 990, Part VI, Section A, Line 7a - The governing body includes representatives who are elected by unionized and non-unionized employee groups at Carleton University. Decisions of the governing body are subject to approval by the Board of Governors of Carleton University.”

Form 990, Part VI, Section B, Line 11B

“Form 990, Part VI, Section B, Line 11b - Management reviews the Form 990 before submission to the IRS.”

Form 990, Part VI, Section B, Line 12C

“Form 990, Part VI, Section B, Line 12c - The organization regularly and consistently monitored and enforced the conflict of interest policy through self-identification at regular meetings.”

Form 990, Part VI, Section B, Line 15

“Form 990, Part VI, Section B, Line 15 - Compensation of the only remunerated individual (see Part VIII) is determined according to the salary system in place for Carleton University.”

Form 990, Part VI, Section C, Line 19

“Form 990, Part VI, Section C, Line 19 - The governing documents, conflict of interest policy and financial statements are available to any plan member upon request. Summary financial information is distributed to all plan members annually. A summary of the governing documents is posted on the Carleton University website: www.carleton.ca/finance”

Filing and Contact Details

Filer

Filer Name
Carleton University Retirement Plan S1s 5b6
EIN
98-0038349
Phone
6135203620
Address
CA
Doing Business As
Carleton University

Signing Officer

Name
Andrew Urquhart
Title
Executive Director
Phone
3439963456
Signed
2026-04-20

Organization Details

Formed
1943
Voting Board Members
8
Independent Board Members
1
Employees
0
Volunteers
0
Raw XML AppendixShowing 400 of 658 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt02129041
IRS990/AccountsReceivableGrp/EOYAmt02507649
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Contributions by employees and employer of Carleton University for the purposes of providing retirement benefits; investment earnings on assets held in trust for the retirement plan.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02732
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt02732
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt072188811
IRS990/BenefitsToMembersGrp/TotalAmt072188811
IRS990/BooksInCareOfDetail/ForeignAddress/AddressLine1Txt01125 Colonel By Drive Pigiarvik 610
IRS990/BooksInCareOfDetail/ForeignAddress/CityNm0Ottawa
IRS990/BooksInCareOfDetail/ForeignAddress/CountryCd0CA
IRS990/BooksInCareOfDetail/ForeignAddress/ForeignPostalCd0K1S5B6
IRS990/BooksInCareOfDetail/ForeignAddress/ProvinceOrStateNm0Ontario
IRS990/BooksInCareOfDetail/PersonNm0Andrew Urquhart
IRS990/BooksInCareOfDetail/PhoneNum06135203620
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01298920474
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01510231465
IRS990/CashNonInterestBearingGrp/BOYAmt03656133
IRS990/CashNonInterestBearingGrp/EOYAmt0588869
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt010
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/FundraisingAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt00
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0875901
IRS990/ContractorCompensationGrp/CompensationAmt1586727
IRS990/ContractorCompensationGrp/CompensationAmt2579821
IRS990/ContractorCompensationGrp/CompensationAmt3558503
IRS990/ContractorCompensationGrp/CompensationAmt4522466
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/AddressLine1Txt06 Adelaide St E
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/AddressLine1Txt1200 Burrard Street
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/AddressLine1Txt22300-1111 West Georgia Street
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/AddressLine1Txt3770 Sherbroke Ouest
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/AddressLine2Txt0Suite 900
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/AddressLine2Txt121st Floor
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/AddressLine2Txt2Bureau 1200
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CityNm0Toronto
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CityNm1Vancouver
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CityNm2Vancouver
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CityNm3Montreal
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CountryCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CountryCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CountryCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/CountryCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/ForeignPostalCd0M5C 1H6
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/ForeignPostalCd1V6C 3N5
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/ForeignPostalCd2V6E 4M3
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/ProvinceOrStateNm0Ontario
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/ProvinceOrStateNm1British Columbia
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/ProvinceOrStateNm2British Columbia
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/ProvinceOrStateNm3Quebec
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0111 Huntington Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt021st Floor
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Boston
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd002199
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Brandes
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1PHN
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2MFS Institutional Investors
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3CC&L
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4State Street Global Advisors
IRS990/ContractorCompensationGrp/ServicesDesc0Investment Management
IRS990/ContractorCompensationGrp/ServicesDesc1Investment Management
IRS990/ContractorCompensationGrp/ServicesDesc2Investment Management
IRS990/ContractorCompensationGrp/ServicesDesc3Investment Management
IRS990/ContractorCompensationGrp/ServicesDesc4Investment Management
IRS990/ContriRptFundraisingEventAmt00
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt072188811
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0211109930
IRS990/CYOtherExpensesAmt05293218
IRS990/CYOtherRevenueAmt047798318
IRS990/CYProgramServiceRevenueAmt030706162
IRS990/CYRevenuesLessExpensesAmt0211310991
IRS990/CYSalariesCompEmpBnftPaidAmt0821390
IRS990/CYTotalExpensesAmt078303419
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0289614410
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Retirement Plan provision of benefits
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0Carleton University
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt072188811
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt026567
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt026567
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0125307
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt0125307
IRS990/FeesForServicesLobbyingGrp/FundraisingAmt00
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/FundraisingAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04634970
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04634970
IRS990/ForeignActivitiesInd01
IRS990/ForeignAddress/AddressLine1Txt0125 Colonel By Drive Pigiarvik 610
IRS990/ForeignAddress/CityNm0Ottawa
IRS990/ForeignAddress/CountryCd0CA
IRS990/ForeignAddress/ForeignPostalCd0K1S 5B6
IRS990/ForeignAddress/ProvinceOrStateNm0Ontario
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt00
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.5
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0149925
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Andrew Urquhart
IRS990/Form990PartVIISectionAGrp/PersonNm1Randall Germain
IRS990/Form990PartVIISectionAGrp/PersonNm2James Simpson
IRS990/Form990PartVIISectionAGrp/PersonNm3Kevin Mann
IRS990/Form990PartVIISectionAGrp/PersonNm4Chad Burns
IRS990/Form990PartVIISectionAGrp/PersonNm5Duane McNair
IRS990/Form990PartVIISectionAGrp/PersonNm6Mohamedou Ould Mohamed Abdel Haye
IRS990/Form990PartVIISectionAGrp/PersonNm7Susan Mingie
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Pension Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Pension Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Pension Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Pension Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Pension Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Pension Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Pension Committee Member
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01943
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0162926099
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0594988128
IRS990/GrossReceiptsAmt0721676439
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt048183831
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048183831
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0159770507
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0145209101
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01094690823
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01265511100
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileCountryCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0432062029
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Contributions by employees and employer of Carleton University for the purposes of providing retirement benefits; investment earnings on assets held in trust for retirement.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01298920474
IRS990/NetAssetsOrFundBalancesEOYAmt01510231465
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0162926099
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0162926099
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt038673970
IRS990/OtherAssetsTotalGrp/EOYAmt096414746
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TRUSTEE EXPENSE
IRS990/OtherExpensesGrp/Desc1ACTUARIAL
IRS990/OtherExpensesGrp/Desc2REGULATOR ANNUAL FILING FEE
IRS990/OtherExpensesGrp/Desc3Performance Measurement Fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0200439
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1199124
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt231787
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt372292
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0200439
IRS990/OtherExpensesGrp/TotalAmt1199124
IRS990/OtherExpensesGrp/TotalAmt231787
IRS990/OtherExpensesGrp/TotalAmt372292
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAIN(LOSS) ON INVESTMENT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,510,231,465
Liabilities
$0
Net assets
$1,510,231,465
Revenue
$289,614,410
Expenses
$78,303,419
Net income
$211,310,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1,510$0.00$1,510$290$78.3$211
2023Summary only. Only limited summary data is available for this year.$1,250$0.00$1,250$197$70.1$127
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,123$0.00$1,123$127$71.5$199
2021Summary only. Only limited summary data is available for this year.$1,322$0.00$1,322$216$68.1$148
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,174$0.00$1,174$141$61.5$79.2
2019Summary only. Only limited summary data is available for this year.$1,095$0.00$1,095$267$60.9$206
2018Summary only. Only limited summary data is available for this year.$889$0.00$889$80.9$56.9$138
2017Summary only. Only limited summary data is available for this year.$1,027$0.00$1,027$210$54.4$155
2016Summary only. Only limited summary data is available for this year.$871$0.00$871$159$50.0$108
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$933$0.00$933$85.8$53.0$32.8
2013Summary only. Only limited summary data is available for this year.$900$0.00$900$145$52.9$92.0
2012Summary only. Only limited summary data is available for this year.$808$0.00$808$114$50.0$63.7
2011Summary only. Only limited summary data is available for this year.$744$0.00$744$24.4$52.3$27.9