Civic Intelligence

Socrates Foundation

990PF • Fiscal year 2011 • EIN 22-2620092

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 07, 2012

Organization Profile
C/O R R Whitney 3441 Hwy 3482201
Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets45th percentile

Assets

$917,293

No earlier filing loaded for comparison.

Net Assets

$910,652

No earlier filing loaded for comparison.

Liabilities

$6,641

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$59,771

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 2011: $917,293Liabilities 2011: $6,641Net Assets 2011: $910,6522011Assets 2012: $903,198Liabilities 2012: $6,641Net Assets 2012: $896,5572012Assets 2013: $881,377Liabilities 2013: $0Net Assets 2013: $881,3772013Assets 2014: $873,022Liabilities 2014: $0Net Assets 2014: $873,0222014Assets 2015: $891,196Liabilities 2015: $0Net Assets 2015: $891,1962015Assets 2016: $859,159Liabilities 2016: $0Net Assets 2016: $859,1592016Assets 2017: $916,567Liabilities 2017: $0Net Assets 2017: $916,5672017Assets 2018: $975,253Liabilities 2018: $0Net Assets 2018: $975,2532018Assets 2019: $956,073Liabilities 2019: $0Net Assets 2019: $956,0732019Assets 2020: $994,691Liabilities 2020: $0Net Assets 2020: $994,6912020Assets 2021: $1,022,374Liabilities 2021: $2,2592021Assets 2022: $1,094,298Liabilities 2022: $0Net Assets 2022: $1,094,2982022Assets 2023: $1,089,902Liabilities 2023: $12023Assets 2024: $1,075,383Liabilities 2024: $0Net Assets 2024: $1,075,3832024

Highlighted filing

2011

Assets$917,293
Liabilities$6,641
Net Assets$910,652
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2011: $59,7712011Expenses 2012: $73,5322012Revenue 2013: $76,867Expenses 2013: $92,047Net Income 2013: -$15,1802013Revenue 2014: $78,897Expenses 2014: $87,252Net Income 2014: -$8,3552014Revenue 2015: $92,424Expenses 2015: $74,250Net Income 2015: $18,1742015Revenue 2016: $41,064Expenses 2016: $73,101Net Income 2016: -$32,0372016Revenue 2017: $120,563Expenses 2017: $63,155Net Income 2017: $57,4082017Revenue 2018: $149,822Expenses 2018: $91,136Net Income 2018: $58,6862018Revenue 2019: $83,816Expenses 2019: $102,996Net Income 2019: -$19,1802019Revenue 2020: $141,362Expenses 2020: $102,744Net Income 2020: $38,6182020Revenue 2021: $143,106Expenses 2021: $117,682Net Income 2021: $25,4242021Revenue 2022: $107,155Expenses 2022: $33,601Net Income 2022: $73,5542022Revenue 2023: $58,731Expenses 2023: $37,276Net Income 2023: $21,4552023Revenue 2024: $100,974Expenses 2024: $115,493Net Income 2024: -$14,5192024

Highlighted filing

2011

Revenue-
Expenses$59,771
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 7, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH R WHITNEY JRDirector-$0--
FAY WHITNEYDirector-$0--
LYNN ALLENDirector-$0--
PAULA SKROTZKIDirector-$0--
BRIAN WHITNEYDirector-$0--
ROBB WHITNEYDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUSO WOUNDED WARRIOR PROGRAMHELP HEAL AMERICAS WOUNDED WARRIORS AND THEIR FAMILIESPUBLIC CHARITYWASHINGTON, DC, US$50,000
Filing and Contact Details

Filer

EIN
22-2620092
Raw XML Appendix383 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
AccountingFeesSchedule/AccountingFees/Amount03550
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AppliedToPriorYearElection/Election0THE FOUNDATION ELECTS TO APPLY THE CURRENT YEARS EXCESS QUALIFYING DISTRIBUTION TO PRIOR YEAR.
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0164811
InvestmentsOtherSchedule2/InvestmentsOther/BookValue173525
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2673498
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0FIDELITY
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1VANGUARD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2SCHWAB
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0215046
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV182544
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2688918
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome021409
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-24747
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0-3338
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-3338
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03550
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss050000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm021409
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss021409
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-63109
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0113470
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-24747
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome021409
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss06221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps050000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss059771
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome021409
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-3338
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss09771
IRS990PF/BalanceSheets/CapitalStockBOY0753884
IRS990PF/BalanceSheets/CapitalStockEOY0753884
IRS990PF/BalanceSheets/InvestmentsOtherBOY0971827
IRS990PF/BalanceSheets/InvestmentsOtherEOY0911834
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0986508
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY00
IRS990PF/BalanceSheets/OtherLiabilitiesEOY06641
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0219877
IRS990PF/BalanceSheets/RetainedEarningsEOY0156768
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY01934
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY05459
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV05459
IRS990PF/BalanceSheets/TotalAssetsBOY0973761
IRS990PF/BalanceSheets/TotalAssetsEOY0917293
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0991967
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY06641
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0973761
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0917293
IRS990PF/BalanceSheets/TotalNetAssetsBOY0973761
IRS990PF/BalanceSheets/TotalNetAssetsEOY0910652
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-24747
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis080040
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis111921
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis243708
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis32227
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis4321
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02003-04-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-09-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22005-11-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32003-04-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-07-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-04-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0944.063 SHS CLIPPER FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14997.979 SHS WASATCH INTERNATIONAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22820 SHS SCHWAB HEDGED EQUITY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset330 SHS CLIPPER FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4134.698 SHS WASATCH INTERNATIONAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-25674
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-576
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21779
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-261
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-25674
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-576
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses21779
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-261
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice054366
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice111345
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice245487
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice31966
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice4306
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-63109
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0910652
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0973761
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0910652
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted048229
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj048229
IRS990PF/DistributableAmount/DistributableAmountBeforeDed048229
IRS990PF/DistributableAmount/MinimumInvestmentReturn048443
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0214
IRS990PF/DistributableAmount/TotalTax0214
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0214
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0214
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0214
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue04
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension0210
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0210
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0991967
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0983608
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances04441
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0979167
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable014754
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn048443
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0968854
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0983608
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition50.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RALPH R WHITNEY JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1FAY WHITNEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LYNN ALLEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3PAULA SKROTZKI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4BRIAN WHITNEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5ROBB WHITNEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103441 HWY 34
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113441 HWY 34
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12239 PUAPIHI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13PO BOX 1130
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine141305 MONOCO PKY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine153441 HWY 34
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WHEATLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WHEATLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LANANIA MAUI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3LANANIA MAUI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4DENVER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City5WHEATLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1WY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2HI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3HI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State5WY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode082201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode182201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode296761
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode396761
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode480220
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode582201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct022131
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets021917
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.022622
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.021641
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.017883
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.073586
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0968854
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10968793
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20954100
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30978565
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401174282
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501146141
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0214
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions050000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear100
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear200
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3021177
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4021000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5084340
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.113110
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions049786
IRS990PF/QualifyingDistributions/ExpensesAndContributions050000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0214
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions050000
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber0ALL
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INVESTMENT INCOME
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0RALPH R WHITNEY JR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03073222713
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103341 HWY 34
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WHEATLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode082201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear202010
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears01
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied01
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0REQUEST LETTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0DIRECTORS SOCRATES FOUNDATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03073222713
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine103441 HWY 34
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WHEATLAND
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode082201
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0RALPH R WHITNEY JR
IRS990PF/SupplementaryInformation/ContributingManager1FAY WHITNEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount050000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0HELP HEAL AMERICAS WOUNDED WARRIORS AND THEIR FAMILIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10USO WOUNDED WARRIOR PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 96322
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode020090
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear050000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears01897
IRS990PF/UndistributedIncome/AppliedToYear1048103
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted048229
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome019333
IRS990PF/UndistributedIncome/QualifyingDistributions050000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount1019333
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears021230
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY048229
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear048103
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue00
OtherLiabilitiesSchedule/OtherLiabilities/Description0LOAN R WHITNEY
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue06641
TaxesSchedule/Taxes/Amount06221
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0222620092
ReturnHeader/Filer/Name/BusinessNameLine10SOCRATES FOUNDATION
ReturnHeader/Filer/NameControl0SOCR
ReturnHeader/Filer/Phone03073222713
ReturnHeader/Filer/USAddress/AddressLine10C/O R R WHITNEY 3441 HWY 34
ReturnHeader/Filer/USAddress/City0WHEATLAND
ReturnHeader/Filer/USAddress/State0WY
ReturnHeader/Filer/USAddress/ZIPCode082201
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-07
ReturnHeader/Officer/Name0RALPH RWHITNEY JR
ReturnHeader/Officer/Phone03073222713
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/Preparer/DatePrepared02012-11-06
ReturnHeader/PreparerFirm/EIN0221974849
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10FLACKMAN GOODMAN & POTTER PA CPA'S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10106 PROSPECT STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0RIDGEWOOD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode007450
ReturnHeader/Preparer/Name0PATRICIA DUARTE
ReturnHeader/Preparer/Phone02014450500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-13T13:04:56-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$917,293
Liabilities
$6,641
Net assets
$910,652
Revenue
-
Expenses
$59,771
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.10$0.12$0.01
2023Summary only. Only limited summary data is available for this year.$1.09$0.00$0.06$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.11$0.03$0.07
2021Summary only. Only limited summary data is available for this year.$1.02$0.00$0.14$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.14$0.10$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.08$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.15$0.09$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.12$0.06$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.04$0.07$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.09$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.08$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.08$0.09$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.90$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$0.06