Civic Intelligence

The Sarathy Foundation Trust

990PF • Fiscal year 2020 • EIN 25-6789323

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 30, 2021

Organization Profile
38 Miller Avenue Box 452Mill Valley, CA 94941

(415) 847-4774

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,508,933

Flat from 2020

Net Assets

Flat

$2,508,933

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Flat

$80,502

Flat from 2020

Expenses

Flat

$48,088

Flat from 2020

Net Income

Flat

$32,414

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $542,697Liabilities 2011: $0Net Assets 2011: $542,6972011Assets 2012: $514,543Liabilities 2012: $0Net Assets 2012: $514,5432012Assets 2013: $498,162Liabilities 2013: $0Net Assets 2013: $498,1622013Assets 2014: $491,234Liabilities 2014: $0Net Assets 2014: $491,2342014Assets 2015: $496,209Liabilities 2015: $0Net Assets 2015: $496,2092015Assets 2016: $498,092Liabilities 2016: $0Net Assets 2016: $498,0922016Assets 2017: $518,784Liabilities 2017: $0Net Assets 2017: $518,7842017Assets 2018: $496,350Liabilities 2018: $0Net Assets 2018: $496,3502018Assets 2019: $2,883,958Liabilities 2019: $0Net Assets 2019: $2,883,9582019Assets 2020: $2,508,933Liabilities 2020: $0Net Assets 2020: $2,508,9332020Assets 2020: $2,508,933Liabilities 2020: $0Net Assets 2020: $2,508,9332020Assets 2021: $3,013,389Liabilities 2021: $0Net Assets 2021: $3,013,3892021Assets 2022: $2,510,985Liabilities 2022: $0Net Assets 2022: $2,510,9852022Assets 2023: $2,310,820Liabilities 2023: $0Net Assets 2023: $2,310,8202023Assets 2024: $3,349,431Liabilities 2024: $0Net Assets 2024: $3,349,4312024

Highlighted filing

2020

Assets$2,508,933
Liabilities$0
Net Assets$2,508,933
Open 2020 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $70,6852011Expenses 2012: $45,6362012Revenue 2013: $31,976Expenses 2013: $48,168Net Income 2013: -$16,1922013Revenue 2014: $39,841Expenses 2014: $46,127Net Income 2014: -$6,2862014Revenue 2015: $11,215Expenses 2015: $6,078Net Income 2015: $5,1372015Revenue 2016: $7,503Expenses 2016: $5,596Net Income 2016: $1,9072016Revenue 2017: $57,299Expenses 2017: $36,410Net Income 2017: $20,8892017Revenue 2018: $28,613Expenses 2018: $51,134Net Income 2018: -$22,5212018Revenue 2019: $2,394,971Expenses 2019: $6,413Net Income 2019: $2,388,5582019Revenue 2020: $80,502Expenses 2020: $48,088Net Income 2020: $32,4142020Revenue 2020: $80,502Expenses 2020: $48,088Net Income 2020: $32,4142020Revenue 2021: $547,283Expenses 2021: $38,993Net Income 2021: $508,2902021Revenue 2022: -$45,242Expenses 2022: $445,151Net Income 2022: -$490,3932022Revenue 2023: -$1,783Expenses 2023: $203,187Net Income 2023: -$204,9702023Revenue 2024: $37,964Expenses 2024: $218,410Net Income 2024: -$180,4462024

Highlighted filing

2020

Revenue$80,502
Expenses$48,088
Net Income$32,414
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 30, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
maya boseTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Sarathy Foundation Trust
EIN
25-6789323
Phone
4158474774
Address
38 Miller Avenue Box 452, Mill Valley, CA 94941

Signing Officer

Name
Maya Bose
Title
Trustee
Signed
2021-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Malarino Inc Dba Silicon CPA
Address
38 Miller Avenue 452, Mill Valley, CA 94941
Preparer
Raymond Rose
Phone
4153891363
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd86AT COST
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IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt033236
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt047266
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt080502
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt080502
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt033236
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt047266
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt033236
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033236
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033236
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt032414
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01696471
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt047266
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt080502
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt031270
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016218
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt033236
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt080502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt080502
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt048088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0192594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1817998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt317064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt466518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt518225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt717818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt827000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt952503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10420034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-20379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-3536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt56809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt618165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-2728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt838871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-19686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-20379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-3536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt56809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt618165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-2728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt838871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-19686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0172215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1849013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt214169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt316107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt465012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt525034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt619911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt715090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt865871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt953346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10400348

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,508,933
Liabilities
$0
Net assets
$2,508,933
Revenue
$80,502
Expenses
$48,088
Net income
$32,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.04$0.22$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.00$0.20$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.05$0.45$0.49
2021Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.55$0.04$0.51
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.08$0.05$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.08$0.05$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$2.39$0.01$2.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.03$0.05$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.06$0.04$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.01$0.01$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.01$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.04$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.03$0.05$0.02
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.07
Peer Organizations

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