2024-11-13T05:43:03-06:00 2023-12-31 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990PF 2023-01-01 521634508 INSTITUTE FOR FINANCIAL MARKETS % R GUY SHEETZ INST 2022231528 2001 K Street NW Suite 725 WASHINGTON DC 20006 PATRICIA FOSHEE PRESIDENT 2022231528 2024-11-13 true true Marc Berger P01871563 7038930600 2023 2024-10-15 13:58:12Z X 4944781 X 0 X 119428 119428 -55268 361510 425670 119428 286149 286149 237746 85948 24300 4650 0 0 4650 14469 0 0 14469 264113 30069 0 0 24977 0 0 0 20113 41676 20838 20838 19129 19129 119711 18592 0 73695 1118681 69499 0 443230 0 0 1118681 69499 0 443230 -693011 49929 206840 93153 93153 59086 21981 59086 59086 10910 37544 37544 4819769 4732827 4732827 151394 129223 39997 22171 22171 5099497 4944781 4944781 187088 181847 31014 2283 36593 189371 249454 X 4910126 4695327 4910126 4695327 5099497 4944781 4910126 -693011 478212 4695327 4695327 694 694 694 0 1000 1000 306 306 false false false false false false false true true false false false false false true WWW.THEIFM.ORG R GUY SHEETZ 2022231528 2001 K STREET NW SUITE 725 WASHINGTON DC 20006 false false false false false false false false false false false false false false false false Patricia Foshee 2001 K Street NW Suite 725 WASHINGTON DC 20006 President 32.5 286149 24300 0 Walter Lukken 2001 K Street NW Suite 725 WASHINGTON DC 20006 Trustee 0.5 0 0 0 Michael C Dawley 2001 K Street NW Suite 725 WASHINGTON DC 20006 Chairman 0.5 0 0 0 Gary A DeWaal 2001 K Street NW Suite 725 WASHINGTON DC 20006 Vice Chairman 0.5 0 0 0 Daniel Driscoll 2001 K Street NW Suite 725 WASHINGTON DC 20006 Secretary/Treasurer 0.5 0 0 0 Peter Borish 2001 K Street NW Suite 725 WASHINGTON DC 20006 Member of Board of Trustees 0.5 0 0 0 John M Damgard 2001 K Street NW Suite 725 WASHINGTON DC 20006 Member of Board of Trustees 0.5 0 0 0 Arhtur W Hahn 2001 K Street NW Suite 725 WASHINGTON DC 20006 Member of Board of Trustees 0.5 0 0 0 Eric Aldous 2001 K Street NW Suite 725 WASHINGTON DC 20006 Member of Board of Trustees 0.5 0 0 0 Mary Ann Burns 2001 K Street NW Suite 725 WASHINGTON DC 20006 Member of Board of Trustees 0.5 0 0 0 Alicia Crighton 2001 K Street NW Suite 725 WASHINGTON DC 20006 Member of Board of Trustees 0.5 0 0 0 Karen K Wuertz 2001 K Street NW Suite 725 WASHINGTON DC 20006 Member of Board of Trustees 0.5 0 0 0 Myrtle Allen 2001 K Street NW Suite 725 WASHINGTON DC 20006 Administrative Manager 32.5 0 0 0 4776298 149997 0 4926295 0 4926295 73894 4852401 242620 242620 694 694 241926 241926 241926 443230 0 0 0 0 443230 241926 2021 2020 2019 146944 146944 443230 241926 201304 348248 0 348248 146944 201304 X PRODUCTS & CLASSES 900099 271821 119428 -55268 MISCELLANEOUS INCOME 900099 757 OTHER INCOME 900099 88932 64160 361510 425670 false false false false true true false false false 1b(3) 41676 FUTURES INDUSTRY SHARING OF FACILITIES, EQUIP. 1b(4) 160404 FUTURES INDUSTRY SHARING OF PAID EMPLOYEES false ACCOUNTING FEES 14469 0 0 14469 INVESTMENTS 4732827 4732827 LEGAL FEES 4650 0 0 4650 INFORMATION TECHNOLOGY 63743 0 0 63743 OFFICE EXPENSE 14768 0 0 0 ADVERTISING 10072 0 0 0 CONFERENCES 9952 0 0 9952 TRUSTEE & CUSTODIAL FEES 8145 8145 0 0 BANK SERVICE CHARGES 5853 5853 0 0 CREDIT CARD SERVICE CHARGES 4594 4594 0 0 INSURANCE 2090 0 0 0 OTHER 494 0 0 0 Products and Classes 271821 Other Income 88932 MISCELLANEOUS INCOME 757 UNREALIZED GAINS 478212 IFM DUE TO FIA 2283 36593 MANAGEMENT FEES 234044 0 0 0 INVESTMENT FEES 30069 30069 0 0 PAYROLL TAXES 24977 0 0 0