FARGO, ND
Sts Juliana And Philaret Foundation
Quick Facts
- EIN
- 843974867
- Location
- FARGO, ND
- Category
- Philanthropy & Grantmaking
- Total Assets
- $24.5M
- Annual Income
- $9.8M
- IRS Ruling Year
- 2020
About This Foundation
Sts Juliana And Philaret Foundation is a private foundation based in FARGO, ND. The foundation received its IRS ruling in 2020. It holds total assets of $24.5M. Annual income is reported at $9.8M. The foundation operates in the area of philanthropy & grantmaking.
View 990 FilingsFinancial Overview
Total Giving
$2.2M
2023-3%
Total Assets
$24.4M
2023-4%
Fair Market Value
$31.9M
2023
Net Worth
$24.4M
2023
Grants Paid
$2M
2023
Contributions
$0
2023
Net Investment Income
$1M
2023
Distribution Amount
$1.5M
2023
Total Giving by Year
$348K
20$574K
21$2.3M
22$2.2M
23Asset Growth
$12.9M
19$15.7M
20$30.2M
21$25.4M
22$24.4M
23Investment Portfolio (2023)
Total: $0
Other Investments: $24.1M
Cash: $298K
Other Investments (99%)
Cash (1%)
Expense Breakdown (2023)
Grants Paid$2M
Interest$28K
Accounting Fees$1K
Revenue Sources (2023)
- Dividends
- $807K
- Capital Gains (Net)
- $212K
- Other Income
- $173K
Financial Details (2023)
- Total Revenue
- $1.2M
- Total Expenses
- $2.2M
- Exempt Purpose Expenses
- $2M
- Required Distribution
- $1.5M
- Undistributed Income
- $106K
- Total Liabilities
- $1
- Excise Tax
- $14K
- Tax Due
- $5K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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