Civic Intelligence

Joe & Roberta Bulleri Foundation

990PF • Fiscal year 2010 • EIN 20-1227283

Jan 01, 2010 to Dec 31, 2010 • Filed on Aug 12, 2011

Organization Profile
C/O R Kiesz Attorney PO Box 160698807-1606
Siviq Scores

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

Liabilities / Assets

66th percentile

0.04x

Higher debt load relative to assets than 66% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets66th percentile

Assets

$285,678

No earlier filing loaded for comparison.

Net Assets

$274,686

No earlier filing loaded for comparison.

Liabilities

$10,992

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$154,432

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2010: $285,678Liabilities 2010: $10,992Net Assets 2010: $274,6862010Assets 2011: $1,431,575Liabilities 2011: $0Net Assets 2011: $1,431,5752011Assets 2012: $1,293,880Liabilities 2012: $0Net Assets 2012: $1,293,8802012Assets 2013: $1,096,039Liabilities 2013: $0Net Assets 2013: $1,096,0392013Assets 2014: $711,995Liabilities 2014: $35,324Net Assets 2014: $676,6712014Assets 2015: $393,075Liabilities 2015: $0Net Assets 2015: $393,0752015Assets 2016: $77,252Liabilities 2016: $0Net Assets 2016: $77,2522016Assets 2017: $3,247Liabilities 2017: $0Net Assets 2017: $3,2472017Assets 2018: $1,170Liabilities 2018: $1,020Net Assets 2018: $1502018Assets 2019: $1,170Liabilities 2019: $1,020Net Assets 2019: $1502019

Highlighted filing

2010

Assets$285,678
Liabilities$10,992
Net Assets$274,686
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $154,4322010Expenses 2011: $108,4682011Expenses 2012: $184,3512012Revenue 2013: $41,737Expenses 2013: $335,082Net Income 2013: -$293,3452013Revenue 2014: $66,725Expenses 2014: $430,558Net Income 2014: -$363,8332014Revenue 2015: $44,595Expenses 2015: $288,767Net Income 2015: -$244,1722015Revenue 2016: -$53,657Expenses 2016: $299,529Net Income 2016: -$353,1862016Revenue 2017: -$57Expenses 2017: $73,978Net Income 2017: -$74,0352017Revenue 2018: $0Expenses 2018: $3,097Net Income 2018: -$3,0972018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019

Highlighted filing

2010

Revenue-
Expenses$154,432
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Aug 12, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT W LIBKE MDPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHEALTHPORT CORPORATIONSCHOLASTIC OBESITY PREVENTION PROJ.CORPORATIONBEAVERTON, OR, US$87,500
Paid GrantWENATCHEE VALLEY YMCAPARTNERS WITH YOUTH SCHOLARSHIPS501(C)(3)WENATCHEE, WA, US$25,000
Paid GrantWENATCHEE VALLEY YMCAGENERAL MISSION SUPPORT501(C)(3)WENATCHEE, WA, US$15,000
Paid Grant-SEE STATEMENT 12INDIVIDUALSHAILEY, ID, US$12,000
Paid GrantCOMMUNITY FOUNDATION NCWFUNDS W/MATCH TO WEN VALLEY YMCA501(C)(3)WENATCHEE, WA, US$8,000
Filing and Contact Details

Filer

EIN
20-1227283
Raw XML Appendix358 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis173113
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis244537
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis321500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis415971
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02010-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12009-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22007-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32007-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42007-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22010-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32010-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42010-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0381
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice173609
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name020.3 SHS - AMERICAN FUNDS AMCAP FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name13924 SHS - AMERICAN FUNDS AMCAP FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2725 SHS - AMERICAN FUNDS CAPITAL INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3350 SHS - AMERICAN FUNDS CAPITAL INC
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue027327
InvestmentsOtherSchedule2/InvestmentsOther/BookValue182226
InvestmentsOtherSchedule2/InvestmentsOther/BookValue247462
InvestmentsOtherSchedule2/InvestmentsOther/BookValue339650
InvestmentsOtherSchedule2/InvestmentsOther/BookValue421035
InvestmentsOtherSchedule2/InvestmentsOther/BookValue518964
InvestmentsOtherSchedule2/InvestmentsOther/BookValue629880
InvestmentsOtherSchedule2/InvestmentsOther/BookValue719063
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0AMERICAN FUNDS AMCAP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1AMERICAN HIGH INCOME TRUST
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2AMERICAN FUNDS CAPITAL INCOME BLDR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3CAPITAL WORLD GROWTH & INCOME
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4FIRST EAGLE GLOBAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5EATON VANCE TAX ADV DIV INC FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6EATON VANCE TAX ADV GLOBAL DIV INC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7JOHN HANCOCK TAX ADV DIV INC FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8NUVEEN TAX ADV TOTAL RET STRAT FUND
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV027327
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV182226
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV247462
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV339650
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV421035
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV518964
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV629880
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV719063
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8FMV
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount014430
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-18311
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0639
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IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-3242
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome015069
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0147500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm014430
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm014430
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss014430
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-157674
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0137145
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm0293
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss0293
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-18311
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome08137
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm0639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm06481
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0158
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0158
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome015069
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0147500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm06932
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome015069
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-3242
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm06932
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss06932
IRS990PF/BalanceSheets/AccountsPayableBOY04661
IRS990PF/BalanceSheets/AccountsPayableEOY010992
IRS990PF/BalanceSheets/InvestmentsOtherBOY0381429
IRS990PF/BalanceSheets/InvestmentsOtherEOY0285607
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0285607
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0387356
IRS990PF/BalanceSheets/RetainedEarningsEOY0274686
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY010588
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY071
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV071
IRS990PF/BalanceSheets/TotalAssetsBOY0392017
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY04661
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0387356
IRS990PF/BalanceSheets/TotalNetAssetsEOY0274686
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-157674
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases074
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases045078
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0274760
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0387356
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0274686
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted017149
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj017149
IRS990PF/DistributableAmount/DistributableAmountBeforeDed017149
IRS990PF/DistributableAmount/MinimumInvestmentReturn017230
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome081
IRS990PF/DistributableAmount/TotalTax081
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01009
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax081
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal081
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0349851
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances03824
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0346027
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05248
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn017230
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0344603
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ALBERT W LIBKE MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 520
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WENATCHEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode098801
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.161831
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0HOMCHICK SMITH ASSOC PLLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05096631131
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10700 N MISSION STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WENATCHEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode098801
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0true
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IRS990PF/SummaryOfDirectCharitableActy/Description10HEALTHPORT CORPORATION - GRANT TO FUND THE BEFITKIDS SCHOLASTIC OBESITY PREVENTION PROJECT WHICH IS DEVELOPING AND TESTING A NEW PREVENTATIVE MEDICINE TECHNOLOGY SYSTEM WITH A FOCUS ON OBESITY DIAGNOSIS AND MANAGEMENT FOR KIDS 12 TO 17.
IRS990PF/SummaryOfDirectCharitableActy/Description20WENATCHEE VALLEY YMCA PARTNERS WITH YOUTH CAMPAIGN - CONTRIBUTION TO FUND SCHOLARSHIPS FOR CAMPS OR PROGRAM PARTICIPATION FOR YOUTH WHO ARE UNABLE TO PAY THE FEES. NO YOUTH IS DENIED PARTICIPATION BECAUSE OF THEIR INABILITY TO PAY. THE WENATCHEE VALLEY YMCA SERVES THE POPULATION OF THE GREATER WENATCHEE AREA BY PROVIDING AFFORDABLE HEALTH AND FITNESS PROGRAMS TO PEOPLE OF ALL AGES AND ABILITIES.
IRS990PF/SummaryOfDirectCharitableActy/Description30WENATCHEE VALLEY YMCA - CONTRIBUTION TO SUPPORT THE GENERAL MISSION OF THE WENATCHEE VALLEY YMCA TO SERVE THE POPULATION OF THE GREATER WENATCHEE AREA BY PROVIDING AFFORDABLE HEALTH AND FITNESS PROGRAMS TO PEOPLE OF ALL AGES AND ABILITIES.
IRS990PF/SummaryOfDirectCharitableActy/Description40COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON - CONTRIBUTION AND THE MATCHING FUNDS FROM THE GATES FOUNDATION WERE DIRECTED TO THE WENATCHEE VALLEY YMCA.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1087500
IRS990PF/SummaryOfDirectCharitableActy/Expenses2025000
IRS990PF/SummaryOfDirectCharitableActy/Expenses3015000
IRS990PF/SummaryOfDirectCharitableActy/Expenses408000
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount015000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount125000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount287500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount38000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount412000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL MISSION SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PARTNERS WITH YOUTH SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLASTIC OBESITY PREVENTION PROJ.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3FUNDS W/MATCH TO WEN VALLEY YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SEE STATEMENT 12
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10WENATCHEE VALLEY YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11WENATCHEE VALLEY YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12HEALTHPORT CORPORATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13COMMUNITY FOUNDATION NCW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2CORPORATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4INDIVIDUALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SEE STATEMENT 12
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10217 ORONDO ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11217 ORONDO ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine127909 SW CIRRUS DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine139 SOUTH WENATCHEE AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14SEE STATEMENT 12
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WENATCHEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WENATCHEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BEAVERTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3WENATCHEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4HAILEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4ID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode098801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode198801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode297008
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode398801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode483333
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0147500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear017149
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017149
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10114155
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20174574
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0419080
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0130351
IRS990PF/UndistributedIncome/ExcessFromYear10114155
IRS990PF/UndistributedIncome/ExcessFromYear20174574
IRS990PF/UndistributedIncome/QualifyingDistributions0147500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0130351
IRS990PF/UndistributedIncome/TotalCorpus0419080
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0288729
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount074
OtherDecreasesSchedule/OtherDecreases/Description0TIMING DIFFERENCE ON PAYMENT OF INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0639
OtherIncomeSchedule2/OtherIncome/Description0UBS - SUBSTITUTE PAYMENTS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0639
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0639
OtherIncreasesSchedule/OtherIncreases/Amount045078
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01596
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount14735
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount2150
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1ACCOUNTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category2INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01596
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome14735
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome2150
TaxesSchedule/Taxes/Amount0158
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/NetInvestmentIncome0158
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0201227283
ReturnHeader/Filer/Name/BusinessNameLine10JOE & ROBERTA BULLERI FOUNDATION
ReturnHeader/Filer/NameControl0JOE&
ReturnHeader/Filer/USAddress/AddressLine10C/O R KIESZ ATTORNEY PO BOX 1606
ReturnHeader/Filer/USAddress/City0WENATCHEE
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode0988071606
ReturnHeader/Officer/DateSigned02011-08-12
ReturnHeader/Officer/Name0ALBERT W LIBKE JR MD
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02011-08-17
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HOMCHICK SMITH & ASSOCIATES PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 1371
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WENATCHEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0988071371
ReturnHeader/Preparer/Name0CHRIS MCCARTHY CPA
ReturnHeader/Preparer/Phone05096631131
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-08-17T11:25:16-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$285,678
Liabilities
$10,992
Net assets
$274,686
Revenue
-
Expenses
$154,432
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.07$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.05$0.30$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.04$0.29$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.04$0.68$0.07$0.43$0.36
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.34$0.29
2012Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.18
2011Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.11
2010Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.27$0.15