Civic Intelligence

The Valerio Charitable Foundation C/O Laura Mackinnon

990PF • Fiscal year 2014 • EIN 04-6903625

Oct 01, 2013 to Sep 30, 2014 • Filed on Nov 13, 2014

Organization Profile
100 Conifer Hill DriveRoom/Suite 106Gulf Stream, FL 01923

(508) 877-9245

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

126%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,526,898

Down $18,005 (-1.2%) from 2013

Net Assets

$1,526,898

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin23rd percentile

Revenue

Up

$176,021

Up $98,019 (+126%) from 2013

Expenses

Down

$194,026

Down $11,747 (-5.7%) from 2013

Net Income

Up

-$18,005

Up $109,766 (+86%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,967,475Liabilities 2011: $02011Assets 2012: $1,660,671Liabilities 2012: $02012Assets 2013: $1,544,903Liabilities 2013: $02013Assets 2014: $1,526,898Liabilities 2014: $0Net Assets 2014: $1,526,8982014Assets 2015: $1,496,240Liabilities 2015: $0Net Assets 2015: $1,496,2402015Assets 2016: $1,188,040Liabilities 2016: $0Net Assets 2016: $1,188,0402016Assets 2017: $1,020,283Liabilities 2017: $0Net Assets 2017: $1,020,2832017Assets 2018: $856,616Liabilities 2018: $0Net Assets 2018: $856,6162018Assets 2019: $688,911Liabilities 2019: $0Net Assets 2019: $688,9112019Assets 2020: $4,192,349Liabilities 2020: $0Net Assets 2020: $4,192,3492020Assets 2021: $4,138,653Liabilities 2021: $0Net Assets 2021: $4,138,6532021Assets 2022: $4,227,984Liabilities 2022: $0Net Assets 2022: $4,227,9842022Assets 2023: $4,341,447Liabilities 2023: $0Net Assets 2023: $4,341,4472023

Highlighted filing

2014

Assets$1,526,898
Liabilities$0
Net Assets$1,526,898
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $286,389Expenses 2011: $185,401Net Income 2011: $100,9882011Revenue 2012: -$78,060Expenses 2012: $202,137Net Income 2012: -$280,1972012Revenue 2013: $78,002Expenses 2013: $205,773Net Income 2013: -$127,7712013Revenue 2014: $176,021Expenses 2014: $194,026Net Income 2014: -$18,0052014Revenue 2015: $210,556Expenses 2015: $241,214Net Income 2015: -$30,6582015Revenue 2016: $85,861Expenses 2016: $394,061Net Income 2016: -$308,2002016Revenue 2017: $119,202Expenses 2017: $286,959Net Income 2017: -$167,7572017Revenue 2018: $55,214Expenses 2018: $218,881Net Income 2018: -$163,6672018Revenue 2019: $51,579Expenses 2019: $219,284Net Income 2019: -$167,7052019Revenue 2020: $3,804,462Expenses 2020: $301,024Net Income 2020: $3,503,4382020Revenue 2021: $138,994Expenses 2021: $192,690Net Income 2021: -$53,6962021Revenue 2022: $146,711Expenses 2022: $57,380Net Income 2022: $89,3312022Revenue 2023: $197,677Expenses 2023: $82,177Net Income 2023: $115,5002023

Highlighted filing

2014

Revenue$176,021
Expenses$194,026
Net Income-$18,005
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Nov 13, 2014
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL VALERIOPresidentPT$0--
HELEN VALERIOOfficerPT$0--
Filing and Contact Details

Filer

EIN
04-6903625
Phone
5088779245

Signing Officer

Name
Michael Valerio
Title
President
Phone
5088779245
Signed
2014-11-13

Preparer

Preparer
Ronald M Chiuve CPA
Phone
9787774500
Raw XML Appendix281 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MICHAEL VALERIO
CompensationExplanation/CompensationExplanationGrp/PersonNm1HELEN VALERIO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0US BANK-CORPORATE ISSUES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CHARLES SCHWAB-CORP OBLIGATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0383766
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0379132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01091911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01472573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UNION BANK-COMMON STOCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1UNION BANK-FOREIGN STOCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CHARLES SCHWAB-COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt031331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCHWAB-OTHER ASSETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt030600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt046891
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt097490
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt046891
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt097490
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0144381
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0144381
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt097490
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0173166
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0173166
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt031640
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt046891
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt046891
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt046891
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-18005
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0510434
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt097490
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0123521
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt097490
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt020759
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt020759
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0144381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0173166
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0194026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0144381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0176021
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020860
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0412944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt097490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt097490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0510434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0US BANK/CHARLES SCHWAB VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt097490
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt097490
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-18005
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01526898
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01544903
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01526898
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt089006
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt089006
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt089006
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt090241
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01235
IRS990PF/DistributableAmountGrp/TotalTaxAmt01235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01235
IRS990PF/FMVAssetsEOYAmt01902195
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0358882
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0383766
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0379132
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01107944
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01091911
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01472573
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt031331
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt030600
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt078077
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019890
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019890
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01544903
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01526898
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01902195
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01544903
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01526898
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01544903
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01526898
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01544903
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01526898
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01832309
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt048983
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01783326
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027485
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt090241
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01804824
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01832309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL VALERIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HELEN VALERIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 193
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO BOX 193
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0CUMMAQUID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1CUMMAQUID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode002637
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode102637
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0155087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0156322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0184149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0166362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0146600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0128630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0204370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.085929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.103814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.092526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.077986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.097367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01804824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01773835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01798002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01879819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02219555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02098969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0173166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.429646
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0171931
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0173166
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01235
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0173166
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL VALERIO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine104390 MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0CUMMAQUID
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode002637
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09787774500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHEAL AND HELEN VALERIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0173166
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS RELIGIOUS ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002637
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0173166
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt089006
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt095559
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt076462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt052609
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt099422
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt099422
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0326442
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt084160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt095559
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt076462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt052609
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017652
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0173166
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt084160
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0425864
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0341704
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMIN FEES(COMPUTER CONSULT)
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt034
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt034
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010619
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010619
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt110140
TaxesSchedule/TaxesDetail/Amt067
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt067
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL VALERIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05088779245
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE VALERIO CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O CHIUVE & COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0VALE
ReturnHeader/Filer/EIN0046903625
ReturnHeader/Filer/PhoneNum05088779245
ReturnHeader/Filer/USAddress/AddressLine10100 CONIFER HILL DRIVE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 106
ReturnHeader/Filer/USAddress/City0DANVERS
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001923
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452887583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CHIUVE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10100 CONIFER HILL DR SUITE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DANVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0019231164
ReturnHeader/PreparerPersonGrp/PhoneNum09787774500
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD M CHIUVE CPA
ReturnHeader/ReturnTs02015-01-14T12:47:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,526,898
Liabilities
$0
Net assets
$1,526,898
Revenue
$176,021
Expenses
$194,026
Net income
-$18,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.20$0.08$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.15$0.06$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.14$0.19$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$3.80$0.30$3.50
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.05$0.22$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.06$0.22$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.12$0.29$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.09$0.39$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.21$0.24$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.18$0.19$0.02
2013Summary only. Only limited summary data is available for this year.$1.54$0.00$0.08$0.21$0.13
2012Summary only. Only limited summary data is available for this year.$1.66$0.00$0.08$0.20$0.28
2011Summary only. Only limited summary data is available for this year.$1.97$0.00$0.29$0.19$0.10