Siviq Scores
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Balance Sheet
Assets
Flat$2,148,072
Flat from 2013
Net Assets
$2,148,072
No earlier filing loaded for comparison.
Liabilities
Down$0
Down $1 (-100%) from 2013
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$82,394
Flat from 2013
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2012 to Jun 30, 2013
- Signed
- Oct 9, 2013
- Return Version
- 2012v2.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARK S CARTER | Director | - | $0 | - | - |
| JULIA H CARTER | Director | - | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | UC REGENTS | TO SUPPORT THE CAREER COUNSELING DEPARTMENT | PUBLIC CHARITY | BERKELEY, CA, US | $45,000 |
Filing and Contact Details
Filer
- EIN
- 20-4008923
Raw XML AppendixShowing 400 of 443 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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| AccountingFeesSchedule/AccountingFees/Category | 0 | ACCOUNTING |
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| AccountingFeesSchedule/AccountingFees/NetInvestmentIncome | 0 | 1229 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis | 0 | 1083 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis | 1 | 4201 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold | 0 | 2013-06 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold | 1 | 2013-06 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired | 0 | PURCHASED |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired | 1 | PURCHASED |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name | 0 | INCOME TAXED AS UBI |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name | 1 | INCOME TAXED AS UBI |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/SalesExpense | 0 | 0 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/SalesExpense | 1 | 0 |
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| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 1 | 18754 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 2 | 18428 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 3 | 17010 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 4 | 17636 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 5 | 21418 |
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| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 3 | 17010 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 4 | 17636 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 5 | 21418 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | BROKERAGE ACCOUNT U495179 - SEE ATTACHED |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 1 | BROKERAGE ACCOUNT U1147043 - SEE ATTACHED |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 2 | BROKERAGE ACCOUNT U1147101 - SEE ATTACHED |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 3 | BROKERAGE ACCOUNT U1147113 - SEE ATTACHED |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 4 | BROKERAGE ACCOUNT U1147127 - SEE ATTACHED |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 5 | BROKERAGE ACCOUNT U1147150 - SEE ATTACHED |
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| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 1 | 0 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 2 | 255000 |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 0 | ALPHA SHARES GREEN DRAGON FUND, LP |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 1 | ALPHA SHARES BLACK DRAGON FUND, LP |
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| IRS990PF/StatementsRegardingActy4720/InfluenceElection | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/InfluenceLegislation | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/JeopardyInvestments | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear1 | 0 | 2011 |
| IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears | 0 | 1 |
| IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied | 0 | 1 |
| IRS990PF/SumOfProgramRelatedInvestments/Total | 0 | 0 |
| IRS990PF/SupplementaryInformation/ContributingManager | 0 | MARK S CARTER |
| IRS990PF/SupplementaryInformation/ContributingManager | 1 | JULIA H CARTER |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 0 | 45000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 0 | TO SUPPORT THE CAREER COUNSELING DEPARTMENT |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 0 | UC REGENTS |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus | 0 | PUBLIC CHARITY |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship | 0 | NONE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 0 | DEPARTMENT OF ATHLETICS 195 HAAS |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine2 | 0 | PAVILION |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 0 | BERKELEY |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 0 | CA |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 0 | 947204422 |
| IRS990PF/SupplementaryInformation/OnlyContributesToPreselected | 0 | X |
| IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture | 0 | 0 |
| IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear | 0 | 45000 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO | 0 | 0 |
| IRS990PF/UndistributedIncome/AppliedToCurrentYear | 0 | 0 |
| IRS990PF/UndistributedIncome/AppliedToPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/AppliedToYear1 | 0 | 56096 |
| IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted | 0 | 115648 |
| IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYearUndistributedIncome | 0 | 0 |
| IRS990PF/UndistributedIncome/QualifyingDistributions | 0 | 56096 |
| IRS990PF/UndistributedIncome/RemainingDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount1 | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount2 | 0 | 20818 |
| IRS990PF/UndistributedIncome/TotalCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalExcessDistriCarryover | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalForPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/UndistributedIncomeCY | 0 | 115648 |
| IRS990PF/UndistributedIncome/UndistributedIncomePriorYear | 0 | 76914 |
| OtherDecreasesSchedule/OtherDecreases/Amount | 0 | 3409 |
| OtherDecreasesSchedule/OtherDecreases/Description | 0 | GAIN/(LOSS) ON FX TRANSLATION |
| OtherExpensesSchedule/OtherExpenses/Description | 0 | LICENSES & FEES |
| OtherExpensesSchedule/OtherExpenses/Description | 1 | BANK FEES |
| OtherExpensesSchedule/OtherExpenses/Description | 2 | OTHER EXPENSES FROM PASSTHROUGH ENTITIES |
| OtherExpensesSchedule/OtherExpenses/Description | 3 | OTHER |
| OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps | 0 | 35 |
| OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps | 1 | 0 |
| OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps | 2 | 0 |
| OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps | 3 | 0 |
| OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome | 0 | 0 |
| OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome | 1 | 4763 |
| OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome | 2 | 5375 |
| OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome | 3 | 0 |
| OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks | 0 | 35 |
| OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks | 1 | 4763 |
| OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks | 2 | 5375 |
| OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks | 3 | 11402 |
| OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome | 0 | 33 |
| OtherIncomeSchedule2/OtherIncome/Description | 0 | INCOME TAXED AS UBI |
| OtherIncomeSchedule2/OtherIncome/Description | 1 | OTHER INVESTMENT INCOME |
| OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome | 0 | -170 |
| OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome | 1 | 33 |
| OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks | 0 | 33 |
| OtherIncreasesSchedule/OtherIncreases/Amount | 0 | 115645 |
| OtherIncreasesSchedule/OtherIncreases/Description | 0 | UNREALIZED GAIN ON INVESTMENTS |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue | 0 | 0 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue | 1 | 0 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue | 2 | 0 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue | 3 | 0 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue | 4 | 0 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine1 | 0 | SHARPS AND FLATS - SEQUOIA EQUITIES X LLC |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine1 | 1 | ESPLANADE - COIT FINANCIAL GROUP II |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine1 | 2 | VINTAGE NOTE - COIT FINANCIAL GROUP II |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine1 | 3 | ALIZE APARTMENTS |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine1 | 4 | CROSS POINTE APARTMENTS |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv | 0 | 0 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv | 1 | 0 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv | 2 | 0 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv | 3 | 0 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv | 4 | 0 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote | 0 | 2007-03 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote | 1 | 2006-06 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote | 2 | 2006-01 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote | 3 | 2010-01 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote | 4 | 2010-06 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration | 0 | CASH |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration | 1 | CASH |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration | 2 | CASH |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration | 3 | CASH |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration | 4 | CASH |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate | 0 | 10.000000000000 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate | 1 | 10.000000000000 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate | 2 | 10.000000000000 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate | 3 | 10.000000000000 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate | 4 | 10.000000000000 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate | 0 | 2012-11 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate | 1 | 2011-12 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate | 2 | 2010-12 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate | 3 | 2014-12 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate | 4 | 2015-07 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan | 0 | 400000 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan | 1 | 200000 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan | 2 | 200000 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan | 3 | 100000 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan | 4 | 100000 |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan | 0 | INVESTMENT |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan | 1 | INVESTMENT |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan | 2 | INVESTMENT |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan | 3 | INVESTMENT |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan | 4 | INVESTMENT |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms | 0 | AT MATURITY |
| OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms | 1 | AT MATURITY |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $2,148,072
- Liabilities
- $0
- Net assets
- $2,148,072
- Revenue
- -
- Expenses
- $82,394
- Net income
- -