Civic Intelligence

The Valerio Charitable Foundation C/O Laura Mackinnon

990PF • Fiscal year 2019 • EIN 04-6903625

Oct 01, 2018 to Sep 30, 2019 • Filed on Jun 23, 2020

4390 Main Street PO Box 193Cummaquid, MA 02637

(508) 877-9245

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

2nd percentile

-325%

Higher net margin than 2% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

8th percentile

-20%

Faster asset growth than 8% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-6.6%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$688,911

Down $167,705 (-20%) from 2018

Net Assets

Down

$688,911

Down $167,705 (-20%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$51,579

Down $3,635 (-6.6%) from 2018

Expenses

Up

$219,284

Up $403 (+0.2%) from 2018

Net Income

Down

-$167,705

Down $4,038 (-2.5%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$688,911
Liabilities$0
Net Assets$688,911

Operations Trend

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

2019

Revenue$51,579
Expenses$219,284
Net Income-$167,705
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jun 23, 2020
Return Version
2018v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL VALERIOPresident-$0--
HELEN VALERIOOfficer-$0--
Filing and Contact Details

Filer

Filer Name
The Valerio Charitable Foundation
EIN
04-6903625
Phone
5088779245
Address
4390 MAIN STREET PO BOX 193, CUMMAQUID, MA 02637

Signing Officer

Name
Michael Valerio
Title
President
Phone
5088779245
Signed
2020-06-23

Preparer

Firm
Chiuve & Company Pc
Address
100 CONIFER HILL DR SUITE 106, DANVERS, MA 01923-1164
Preparer
Ronald M Chiuve CPA
Phone
9787774500
Raw XML Appendix279 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CHARLES SCHWAB-VARIOUS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1CHARLES SCHWAB-VAROIUS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0195322
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt16505
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0230781
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt14015
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt035459
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-2490
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CHARLES SCHWAB-CORP OBLIGATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt050022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt051129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0592981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01152217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARLES SCHWAB-COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCHWAB-OTHER ASSETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CHARLES SCHWAB-EX TRADED FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018476
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt032969
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0134
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt018610
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt032969
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt051579
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt018610
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0210350
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0210350
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt018476
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018476
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018476
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-167705
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0234796
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0134
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0134
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0134
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt032969
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09676
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt099
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt099
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07478
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07478
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01357
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01357
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt018610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0210350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08934
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0219284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt018610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt051579
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08934
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08934
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-167705
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0688911
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0856616
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0688911
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt064522
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt064522
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt064522
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt064619
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt097
IRS990PF/DistributableAmountGrp/TotalTaxAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt097
IRS990PF/FMVAssetsEOYAmt01249254
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0103320
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt050022
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt051129
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0650021
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0592981
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01152217
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt019283
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt083992
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt045908
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt045908
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0856616
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0688911
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01249254
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0856616
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0688911
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0856616
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0688911
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0856616
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0688911
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01312053
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt064950
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01236759
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019681
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt010344
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt064619
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01292372
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01312053
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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/AddressLine1Txt0PO BOX 193
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 193
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CUMMAQUID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CUMMAQUID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002637
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102637
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0209672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0209769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0209499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0281808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0390441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0225793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0171931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.162238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.152830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.196137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.240703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.126259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.095262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01292372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01370801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01436794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01622084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01788335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01804824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0210350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.811191
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0210253
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0210350
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt097
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0210350
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/AddressLine1Txt04390 MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CUMMAQUID
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002637
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/GrantOrContributionPdDurYrGrp/Amt0210350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS RELIGIOUS ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002637
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0210350
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/AppliedToCurrentYearAmt064522
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0141885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0212272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0310999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0139890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt084160
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt084160
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0950874
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0145828
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0141885
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0212272
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0310999
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0139890
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0210350
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0145828
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01035034
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0889206
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARLES SCHWAB-ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt099
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt099
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07478
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07478
TaxesSchedule/TaxesDetail/Amt0859
TaxesSchedule/TaxesDetail/Amt1463
TaxesSchedule/TaxesDetail/Amt235
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1PY FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt2MA PC FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0859
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1463
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt235
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL VALERIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05088779245
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE VALERIO CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CHIUVE & COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0VALE
ReturnHeader/Filer/EIN0046903625
ReturnHeader/Filer/PhoneNum05088779245
ReturnHeader/Filer/USAddress/AddressLine1Txt04390 MAIN STREET PO BOX 193
ReturnHeader/Filer/USAddress/CityNm0CUMMAQUID
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002637
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452887583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHIUVE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CONIFER HILL DR SUITE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0019231164
ReturnHeader/PreparerPersonGrp/PhoneNum09787774500
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD M CHIUVE CPA
ReturnHeader/ReturnTs02020-08-11T12:03:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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