Civic Intelligence

Piedmont Foundation

990PF • Fiscal year 2017 • EIN 20-0264655

Jan 01, 2017 to Dec 31, 2017 • Filed on May 13, 2018

Organization Profile
8 Morgan LaneRolling Hills, CA 90274

(310) 544-8296

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$15,915

Flat from 2017

Net Assets

Flat

$15,915

Flat from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses

Revenue

Down

$339

Down $9,693 (-97%) from 2017

Expenses

Flat

$150

Flat from 2017

Net Income

Down

$189

Down $9,693 (-98%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $70,955Liabilities 2010: $0Net Assets 2010: $70,9552010Assets 2011: $52,818Liabilities 2011: $0Net Assets 2011: $52,8182011Assets 2012: $15,200Liabilities 2012: $12012Assets 2013: $5,242Liabilities 2013: $0Net Assets 2013: $5,2422013Assets 2014: $5,484Liabilities 2014: $0Net Assets 2014: $5,4842014Assets 2015: $4,785Liabilities 2015: $0Net Assets 2015: $4,7852015Assets 2016: $4,895Liabilities 2016: $0Net Assets 2016: $4,8952016Assets 2017: $15,915Liabilities 2017: $0Net Assets 2017: $15,9152017Assets 2017: $15,915Liabilities 2017: $0Net Assets 2017: $15,9152017Assets 2018: $16,962Liabilities 2018: $0Net Assets 2018: $16,9622018Assets 2019: $17,732Liabilities 2019: $0Net Assets 2019: $17,7322019Assets 2020: $17,846Liabilities 2020: $0Net Assets 2020: $17,8462020Assets 2021: $19,171Liabilities 2021: $0Net Assets 2021: $19,1712021Assets 2022: $19,188Liabilities 2022: $0Net Assets 2022: $19,1882022Assets 2023: $19,554Liabilities 2023: $0Net Assets 2023: $19,5542023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$15,915
Liabilities$0
Net Assets$15,915
Open 2017 Filing

Operations Trend

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

$50K$0-$50KExpenses 2010: $28,2382010Expenses 2011: $23,2122011Revenue 2012: $498Expenses 2012: $41,637Net Income 2012: -$41,1392012Revenue 2013: $1,460Expenses 2013: $11,462Net Income 2013: -$10,0022013Revenue 2014: $179Expenses 2014: $191Net Income 2014: -$122014Revenue 2015: $89Expenses 2015: $1,068Net Income 2015: -$9792015Revenue 2016: $110Expenses 2016: $156Net Income 2016: -$462016Revenue 2017: $339Expenses 2017: $150Net Income 2017: $1892017Revenue 2017: $10,032Expenses 2017: $150Net Income 2017: $9,8822017Revenue 2018: $591Expenses 2018: $202Net Income 2018: $3892018Revenue 2019: $1,237Expenses 2019: $823Net Income 2019: $4142019Revenue 2020: $219Expenses 2020: $199Net Income 2020: $202020Revenue 2021: $744Expenses 2021: $273Net Income 2021: $4712021Revenue 2022: $0Expenses 2022: $258Net Income 2022: -$2582022Revenue 2023: $0Expenses 2023: $199Net Income 2023: -$1992023Revenue 2024: $0Expenses 2024: $23,497Net Income 2024: -$23,4972024

Highlighted filing

2017

Revenue$339
Expenses$150
Net Income$189
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 13, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS P SCHMALZRIEDPresident-$0--
MICHELE SCHMALZRIEDSecretary & CFO-$0--
Filing and Contact Details

Filer

Filer Name
Piedmont Foundation
EIN
20-0264655
Phone
3105448296
Address
8 MORGAN LANE, ROLLING HILLS, CA 90274

Signing Officer

Name
Thomas P Schmalzried
Title
Secretary & CFO
Phone
3105448296
Signed
2018-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Robert M Simon CPA
Address
25500 HAWTHORNE BLVD SUITE 1145, TORRANCE, CA 90505
Preparer
Robert M Simon
Phone
3107914400
Raw XML Appendix341 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ABBVIE INC - 115 SHARES
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHELE SCHMALZRIED
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08 MORGAN LANE ROLLING
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090274
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03105448296
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN APPLICATION. SHOULD INCLUDE PROJECT DESCRIPTION & AMT OF FUNDING REQUESTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THOMAS P SCHMALZRIED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03105448296
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt08 MORGAN LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ROLLING HILLS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd090274
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MEDICAL RESEARCH AND EDUCATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt040000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt040000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt050000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt050000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03387
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-3387
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt23387
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3-3387
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt43387
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5-3387
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCUMULATED AMORTIZATION - ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3ACCUMULATED AMORTIZATION - ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5ACCUMULATED AMORTIZATION - ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-3387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt23387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3-3387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt43387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt5-3387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1-3387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt23387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt3-3387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt43387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt5-3387
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Amortization
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010541
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1270
OtherIncreasesSchedule/OtherIncreasesDetail/Amt210
OtherIncreasesSchedule/OtherIncreasesDetail/Amt310
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN ON SALE OF MUTUAL FUNDS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1OTHER
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2STATE TAXES PAID
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3FOREIGN TAXES PAID
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO INVESTMENT ADVISORY SERVICES
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA FRANCHISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS P SCHMALZRIED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03105448296
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIEDMONT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PIED
ReturnHeader/Filer/EIN0200264655
ReturnHeader/Filer/PhoneNum03105448296
ReturnHeader/Filer/USAddress/AddressLine1Txt08 MORGAN LANE
ReturnHeader/Filer/USAddress/CityNm0ROLLING HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090274
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC73FE65F223E69966DB4446A8D2E5013C4586B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BC73FE65F223E69966DB4446A8D2E5013C4586B5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.152.47.29
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:36:54
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT M SIMON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025500 HAWTHORNE BLVD SUITE 1145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TORRANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090505
ReturnHeader/PreparerPersonGrp/PhoneNum03107914400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M SIMON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T18:37:00-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,915
Liabilities
$0
Net assets
$15,915
Revenue
$339
Expenses
$150
Net income
$189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$23.5$23.5
2023Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$0.00$0.20$0.20
2022Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$0.00$0.26$0.26
2021Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$0.74$0.27$0.47
2020Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.22$0.20$0.02
2019Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.24$0.82$0.41
2018Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.59$0.20$0.39
2017Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.34$0.15$0.19
2017Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$10.0$0.15$9.88
2016Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.11$0.16$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.09$1.07$0.98
2014Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.18$0.19$0.01
2013Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$1.46$11.5$10.0
2012Summary only. Only limited summary data is available for this year.$15.2$0.00$0.50$41.6$41.1
2011Detailed filing. Detailed filing data is available for this year.$52.8$0.00$52.8$23.2
2010Detailed filing. Detailed filing data is available for this year.$71.0$0.00$71.0$28.2