Civic Intelligence

The Fermata Charitable Foundation

990T • Fiscal year 2020 • EIN 20-7034733

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 26, 2021

Organization Profile
130 N Lincoln AvenueLombard, IL 60148

(415) 288-7554

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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: $2,420,551Liabilities 2011: $02011Assets 2012: $2,392,022Liabilities 2012: $02012Assets 2013: $2,434,924Liabilities 2013: $02013Assets 2014: $2,722,956Liabilities 2014: $02014Assets 2015: $2,744,039Liabilities 2015: $02015Assets 2019: $4,187,874Liabilities 2019: $0Net Assets 2019: $4,187,8742019Assets 2020: $4,159,050Liabilities 2020: $0Net Assets 2020: $4,159,0502020Assets 2021: $5,084,055Liabilities 2021: $0Net Assets 2021: $5,084,0552021Assets 2022: $4,752,882Liabilities 2022: $0Net Assets 2022: $4,752,8822022Assets 2023: $4,638,335Liabilities 2023: $0Net Assets 2023: $4,638,3352023Assets 2024: $5,046,195Liabilities 2024: $0Net Assets 2024: $5,046,1952024

Latest loaded filing

2024

Assets$5,046,195
Liabilities$0
Net Assets$5,046,195
Open 2024 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $140,207Expenses 2011: $115,040Net Income 2011: $25,1672011Revenue 2012: $85,846Expenses 2012: $131,031Net Income 2012: -$45,1852012Revenue 2013: $218,727Expenses 2013: $148,370Net Income 2013: $70,3572013Revenue 2014: $324,588Expenses 2014: $161,636Net Income 2014: $162,9522014Revenue 2015: $206,780Expenses 2015: $172,773Net Income 2015: $34,0072015Revenue 2019: $1,306,931Expenses 2019: $226,587Net Income 2019: $1,080,3442019Revenue 2020: $677,344Expenses 2020: $701,689Net Income 2020: -$24,3452020Revenue 2021: $1,678,682Expenses 2021: $738,660Net Income 2021: $940,0222021Revenue 2022: -$99,625Expenses 2022: $231,994Net Income 2022: -$331,6192022Revenue 2023: $311,087Expenses 2023: $427,449Net Income 2023: -$116,3622023Revenue 2024: $847,462Expenses 2024: $466,585Net Income 2024: $380,8772024

Latest loaded filing

2024

Revenue$847,462
Expenses$466,585
Net Income$380,877
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 26, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The Fermata Charitable Foundation
EIN
20-7034733
Phone
4152887554
Address
130 N LINCOLN AVENUE, LOMBARD, IL 60148

Signing Officer

Name
First Republic Trust Company Ttee
Title
Vice President
Phone
4152887554
Signed
2021-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Donna Gikas
Phone
3128792000
Raw XML Appendix79 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
IRS1041ScheduleD/CapitalGainDistributionsAmt0266
IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0266
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/UnrecapturedSection1250GainAmt044
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0266
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0266
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0266
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/UnrecapturedSection1250GainAmt044
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0266
IRS990T/AddressChangeInd0X
IRS990T/BalanceDueAmt00
IRS990T/BookValueAssetsEOYAmt04159050
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/PrincipalBusinessActivityCd0900000
IRS990TScheduleA/PrincipalBusinessActivityCd1900000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-3
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1825
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-3
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1825
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-3
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1825
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0ALL AMERICAN PLAINS
IRS990TScheduleA/TradeOrBusinessDesc1ALLIANCEBERNSTEIN HOLDINGS LP
IRS990TScheduleA/UBIBeforeNOLDedAmt0-3
IRS990TScheduleA/UBIBeforeNOLDedAmt1825
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-3
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1825
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0825
IRS990T/TotalUBTIBeforeSection199AAmt0825
IRS990T/TotalUBTIComputedAmt0825
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST REPUBLIC TRUST COMPANY TTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum04152887554
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FERMATA CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FERM
ReturnHeader/Filer/EIN0207034733
ReturnHeader/Filer/PhoneNum04152887554
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 N LINCOLN AVENUE
ReturnHeader/Filer/USAddress/CityNm0LOMBARD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060148
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA GIKAS
ReturnHeader/ReturnTs02021-07-26T16:00:08-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.85$0.47$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.00$4.64$0.31$0.43$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.00$4.75$0.10$0.23$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.00$5.08$1.68$0.74$0.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.00$4.16$0.68$0.70$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$1.31$0.23$1.08
2015Summary only. Only limited summary data is available for this year.$2.74$0.00$0.21$0.17$0.03
2014Summary only. Only limited summary data is available for this year.$2.72$0.00$0.32$0.16$0.16
2013Summary only. Only limited summary data is available for this year.$2.43$0.00$0.22$0.15$0.07
2012Summary only. Only limited summary data is available for this year.$2.39$0.00$0.09$0.13$0.05
2011Summary only. Only limited summary data is available for this year.$2.42$0.00$0.14$0.12$0.03