Civic Intelligence

The Perls Foundation 90150376

990PF • Fiscal year 2012 • EIN 04-6864032

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 05, 2013

Organization Profile
Loring Wolcott Coolidge 230Congress St02110
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$17,222,376

Flat from 2012

Net Assets

$17,222,376

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$1,155,382

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $18,285,514Liabilities 2010: $0Net Assets 2010: $18,285,5142010Assets 2011: $17,732,256Liabilities 2011: $0Net Assets 2011: $17,732,2562011Assets 2012: $17,222,376Liabilities 2012: $0Net Assets 2012: $17,222,3762012Assets 2012: $17,222,376Liabilities 2012: $12012Assets 2013: $16,858,713Liabilities 2013: $0Net Assets 2013: $16,858,7132013Assets 2014: $16,418,514Liabilities 2014: $0Net Assets 2014: $16,418,5142014Assets 2015: $15,824,219Liabilities 2015: $0Net Assets 2015: $15,824,2192015Assets 2016: $15,025,124Liabilities 2016: $0Net Assets 2016: $15,025,1242016Assets 2017: $14,741,917Liabilities 2017: $0Net Assets 2017: $14,741,9172017Assets 2018: $14,585,064Liabilities 2018: $0Net Assets 2018: $14,585,0642018Assets 2019: $14,418,407Liabilities 2019: $0Net Assets 2019: $14,418,4072019Assets 2020: $14,472,049Liabilities 2020: $0Net Assets 2020: $14,472,0492020Assets 2021: $15,178,091Liabilities 2021: $0Net Assets 2021: $15,178,0912021Assets 2022: $14,316,991Liabilities 2022: $0Net Assets 2022: $14,316,9912022Assets 2023: $13,789,058Liabilities 2023: $0Net Assets 2023: $13,789,0582023Assets 2024: $12,853,855Liabilities 2024: $0Net Assets 2024: $12,853,8552024

Highlighted filing

2012

Assets$17,222,376
Liabilities$0
Net Assets$17,222,376
Open 2012 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $682,1832010Expenses 2011: $1,076,6652011Expenses 2012: $1,155,3822012Revenue 2012: $645,502Expenses 2012: $1,155,382Net Income 2012: -$509,8802012Revenue 2013: $734,511Expenses 2013: $1,098,174Net Income 2013: -$363,6632013Revenue 2014: $686,804Expenses 2014: $1,197,368Net Income 2014: -$510,5642014Revenue 2015: $600,479Expenses 2015: $1,194,774Net Income 2015: -$594,2952015Revenue 2016: $699,648Expenses 2016: $1,498,743Net Income 2016: -$799,0952016Revenue 2017: $1,016,005Expenses 2017: $1,299,827Net Income 2017: -$283,8222017Revenue 2018: $693,971Expenses 2018: $850,824Net Income 2018: -$156,8532018Revenue 2019: $1,055,943Expenses 2019: $1,222,600Net Income 2019: -$166,6572019Revenue 2020: $1,326,576Expenses 2020: $1,272,934Net Income 2020: $53,6422020Revenue 2021: $2,057,512Expenses 2021: $1,351,470Net Income 2021: $706,0422021Revenue 2022: $707,115Expenses 2022: $1,568,215Net Income 2022: -$861,1002022Revenue 2023: $822,195Expenses 2023: $1,350,128Net Income 2023: -$527,9332023Revenue 2024: $400,543Expenses 2024: $1,335,746Net Income 2024: -$935,2032024

Highlighted filing

2012

Revenue-
Expenses$1,155,382
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 5, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LENNART C BRABERGTrusteeFT$90,000-$90,000
KATHERINE M PERLSTrusteePT$25,000-$25,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITIES ALLIED FOR ESSENTIAL MEDICINES$120,000 IS TO BE USED FOR UAEM'S WORK IN THE AREAS OF ACCESS TO MEDICINES. THE REMAINING $50,000 IS RESTRICTED AND SHOULD BE USED FOR THE SALARY OF BOARD PRESIDENT/SENIOR POLICY ADVISOR RACHEL KIDDELL-MONROE.PUBLIC CHARITYBERKELEY, CA, US$170,000
Paid GrantKNOWLEDGE ECOLOGY INTERNATIONALGENERAL PURPOSEPUBLIC CHARITYWASHINGTON, DC, US$153,000
Paid GrantPUBLIC CITIZEN FOUNDATIONACCESS TO MEDICINES PROJECTPUBLIC CHARITYWASHINGTON, DC, US$150,000
Paid GrantTIDES FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYSAN FRANCISCO, CA, US$63,160
Paid GrantKNOWLEDGE ECOLOGY INTERNATIONALGENERAL PURPOSEPUBLIC CHARITYWASHINGTON, DC, US$50,000
Paid GrantFOOD FOR FREE COMMITTEE INCGENERAL PURPOSEPUBLIC CHARITYCAMBRIDGE, MA, US$25,000
Paid GrantINSTITUTE FOR POLICY STUDIESGENERAL PURPOSEPUBLIC CHARITYWASHINGTON, DC, US$7,000
Paid GrantHAYMARKET PEOPLES FUNDGENERAL PURPOSEPUBLIC CHARITYJAMAICA PLAIN, MA, US$4,000
Paid GrantVICTORY PROGRAMSGENERAL PURPOSEPUBLIC CHARITYBOSTON, MA, US$3,000
Paid GrantTHE FOOD PROJECTGENERAL PURPOSEPUBLIC CHARITYLINCOLN, MA, US$2,000
Paid GrantRESPONSIBLE WEALTHGENERAL PURPOSEPUBLIC CHARITYBOSTON, MA, US$500
Paid GrantUNITED FOR A FAIR ECONOMYGENERAL PURPOSEPUBLIC CHARITYBOSTON, MA, US$500
Paid GrantSHARED INTERESTGENERAL PURPOSEPUBLIC CHARITYNEW YORK, NY, US$275
Filing and Contact Details

Filer

EIN
04-6864032
Raw XML AppendixShowing 400 of 863 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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IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount0-600
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount1-16797
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0662899
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount0-17397
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0645502
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm018489
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss018489
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0115000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss0115000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0628435
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0628435
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0631230
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0639520
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-509880
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01785071
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm055818
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss041394
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-56212
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0380798
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps08486
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0242657
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0274501
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm026157
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss020800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps05475
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm065512
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss070987
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm05749
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss047970
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0757396
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0332407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss01155382
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0713205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0645502
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0128961
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0332407
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0526947
IRS990PF/BalanceSheets/AccountsReceivable01000000
IRS990PF/BalanceSheets/AccountsReceivableBOY01000000
IRS990PF/BalanceSheets/AccountsReceivableEOY01000000
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV01000000
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip03755
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY07013
IRS990PF/BalanceSheets/CashEOY010704
IRS990PF/BalanceSheets/CashEOYFMV010704
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY08775764
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY08303149
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV09890692
IRS990PF/BalanceSheets/InvestmentsOtherBOY04004479
IRS990PF/BalanceSheets/InvestmentsOtherEOY04678523
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV04666280
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis03755
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY017732256
IRS990PF/BalanceSheets/RetainedEarningsEOY017222376
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY03945000
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY03230000
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV03230000
IRS990PF/BalanceSheets/TotalAssetsBOY017732256
IRS990PF/BalanceSheets/TotalAssetsEOY017222376
IRS990PF/BalanceSheets/TotalAssetsEOYFMV018797676
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY017732256
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY017222376
IRS990PF/BalanceSheets/TotalNetAssetsBOY017732256
IRS990PF/BalanceSheets/TotalNetAssetsEOY017222376
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-23097
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0331921
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11124245
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis224644
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis312441
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis419582
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis518157
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis6323
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis74848
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis8250000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2MICROVEST I, LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3MICROVEST SHORT DURATION FUND, LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4MICROVEST SHORT DURATION FUND, LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5MICROVEST+PLUS, LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6MICROVEST+PLUS, LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7BLUEORCHARD MICROFINANCE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8BLUEORCHARD MICROFINANCE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9BLUEORCHARD MICROFINANCE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10NON-CORE LIQUIDATION LLC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11DWM INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12E & CO CLEAN ENERGY FUND GLOBAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-37187
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss179449
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-24644
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31085
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss42430
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5532
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss64892
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10-323
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11-4848
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-54092
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss139609
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-37187
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses179449
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-24644
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses31085
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses42430
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5532
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses64892
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10-323
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11-4848
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-54092
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses139609
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0294734

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,222,376
Liabilities
$0
Net assets
$17,222,376
Revenue
-
Expenses
$1,155,382
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.40$1.34$0.94
2023Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.82$1.35$0.53
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.71$1.57$0.86
2021Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$2.06$1.35$0.71
2020Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.33$1.27$0.05
2019Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.06$1.22$0.17
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.69$0.85$0.16
2017Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$1.02$1.30$0.28
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.70$1.50$0.80
2015Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.60$1.19$0.59
2014Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.69$1.20$0.51
2013Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.73$1.10$0.36
2012Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$1.16
2012Summary only. Only limited summary data is available for this year.$17.2$0.00$0.65$1.16$0.51
2011Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.08
2010Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.68