Civic Intelligence

Rpm Foundation

990PF • Fiscal year 2011 • EIN 26-0523471

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 26, 2012

4350 Von Karman Avenue92660
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2011 filings • $1M-$5M 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

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

37th percentile

-2.2%

Faster asset growth than 37% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,793,005

Down $40,966 (-2.2%) from 2010

Net Assets

Down

$1,792,614

Down $41,357 (-2.3%) from 2010

Liabilities

Up

$391

Up $391 from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$93,794

Up $8,016 (+9.3%) from 2010

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.

$3.0M$2.0M$1.0M$0Assets 2010: $1,833,971Liabilities 2010: $0Net Assets 2010: $1,833,9712010Assets 2011: $1,793,005Liabilities 2011: $391Net Assets 2011: $1,792,6142011Assets 2012: $1,862,817Liabilities 2012: $408Net Assets 2012: $1,862,4092012Assets 2013: $2,009,948Liabilities 2013: $68Net Assets 2013: $2,009,8802013Assets 2014: $2,134,631Liabilities 2014: $427Net Assets 2014: $2,134,2042014Assets 2015: $2,179,694Liabilities 2015: $55Net Assets 2015: $2,179,6392015Assets 2016: $2,261,000Liabilities 2016: $93Net Assets 2016: $2,260,9072016Assets 2017: $2,189,042Liabilities 2017: $0Net Assets 2017: $2,189,0422017Assets 2018: $2,073,455Liabilities 2018: $868Net Assets 2018: $2,072,5872018Assets 2019: $2,655,991Liabilities 2019: $26,317Net Assets 2019: $2,629,6742019Assets 2020: $2,537,131Liabilities 2020: $0Net Assets 2020: $2,537,1312020Assets 2021: $2,474,306Liabilities 2021: $16Net Assets 2021: $2,474,2902021Assets 2022: $1,747,019Liabilities 2022: $25Net Assets 2022: $1,746,9942022Assets 2023: $2,550,212Liabilities 2023: $161,000Net Assets 2023: $2,389,2122023Assets 2024: $2,293,932Liabilities 2024: $162,473Net Assets 2024: $2,131,4592024

Highlighted filing

2011

Assets$1,793,005
Liabilities$391
Net Assets$1,792,614

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $85,7782010Expenses 2011: $93,7942011Expenses 2012: $99,0192012Revenue 2013: $126,772Expenses 2013: $93,678Net Income 2013: $33,0942013Revenue 2014: $8,119Expenses 2014: $100,466Net Income 2014: -$92,3472014Revenue 2015: $11,448Expenses 2015: $108,940Net Income 2015: -$97,4922015Revenue 2016: $14,274Expenses 2016: $120,411Net Income 2016: -$106,1372016Revenue 2017: $174,752Expenses 2017: $94,186Net Income 2017: $80,5662017Revenue 2018: $19,936Expenses 2018: $121,156Net Income 2018: -$101,2202018Revenue 2019: $91,258Expenses 2019: $112,406Net Income 2019: -$21,1482019Revenue 2020: $42,436Expenses 2020: $124,545Net Income 2020: -$82,1092020Revenue 2021: $105,026Expenses 2021: $114,651Net Income 2021: -$9,6252021Revenue 2022: $335Expenses 2022: $126,527Net Income 2022: -$126,1922022Revenue 2023: $106,666Expenses 2023: $163,924Net Income 2023: -$57,2582023Revenue 2024: $90,579Expenses 2024: $168,151Net Income 2024: -$77,5722024

Highlighted filing

2011

Revenue-
Expenses$93,794
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jul 26, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul MerageTreasurer-$0--
Giulia MerageSecretary-$0--
Richard MeragePresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Donor Advised Fund.publicIrvine, CA, US$50,000
Paid Grant-General Operations.publicLos Angeles, CA, US$20,000
Paid Grant-General OperationspublicCorona Del Mar, CA, US$10,000
Paid Grant-General OperationspublicSanta Ana, CA, US$2,000
Paid Grant-General Operations.publicNewport Beach, CA, US$2,000
Paid Grant-General OperationspublicIrvine, CA, US$1,000
Paid Grant-General OperationspublicPlacentia, CA, US$700
Paid Grant-General OperationspublicLaguna Woods, CA, US$500
Paid Grant-General OperationspublicNew York, NY, US$500
Paid Grant-General OperationspublicNewport Beach, CA, US$200
Paid Grant-General OperationspublicEagan, MN, US$125
Paid Grant-General OperationspublicLos Angeles, CA, US$100
Paid Grant-General OperationspublicIrvine, CA, US$100
Filing and Contact Details

Filer

EIN
26-0523471
Raw XML Appendix386 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/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount01736
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01600
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
GeneralExplanationAttachment/GeneralExplanation/Explanation0Part II, Balance Sheet, Line 13:Other Investments: Book Value FMVInvestment in Dover Capital Management III, LLC $1,792,204 $1,792,204
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount028615
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount020693
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0138
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0Unrealized Gain Dover III
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1DIII Underlying K-1s
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0-1263
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount14254
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode118
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount052437
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA052437
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01736
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm020693
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps087225
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss087225
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm028615
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss028615
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-41357
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice020693
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0138
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0138
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss020693
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome049387
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm04313
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss04653
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm04254
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss02991
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0180
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps088910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm04313
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss093794
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome053700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses052437
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01685
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm04313
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss06569
IRS990PF/BalanceSheets/AccountsPayableEOY0391
IRS990PF/BalanceSheets/CashBOY04890
IRS990PF/BalanceSheets/CashEOY0801
IRS990PF/BalanceSheets/CashEOYFMV0801
IRS990PF/BalanceSheets/InvestmentsOtherBOY01829081
IRS990PF/BalanceSheets/InvestmentsOtherEOY01792204
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01792204
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY01833971
IRS990PF/BalanceSheets/RetainedEarningsEOY01792614
IRS990PF/BalanceSheets/TotalAssetsBOY01833971
IRS990PF/BalanceSheets/TotalAssetsEOY01793005
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01793005
IRS990PF/BalanceSheets/TotalLiabilitiesEOY0391
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01833971
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01793005
IRS990PF/BalanceSheets/TotalNetAssetsBOY01833971
IRS990PF/BalanceSheets/TotalNetAssetsEOY01792614
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome020693
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss011854
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-41357
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01792614
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01833971
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01792614
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted090708
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj090708
IRS990PF/DistributableAmount/DistributableAmountBeforeDed090708
IRS990PF/DistributableAmount/MinimumInvestmentReturn091202
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0494
IRS990PF/DistributableAmount/TotalTax0494
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear015
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0509
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0494
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment015
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0494
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0494
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0509
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01793005
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01851817
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances04971
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01846846
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable027777
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn091202
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01824040
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01851817
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Paul Merage
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Giulia Merage
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Richard Merage
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104350 Von Karman Ave Ste 400
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine114350 Von Karman Ave Ste 400
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine124350 Von Karman Ave Ste 400
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Newport Beach
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Newport Beach
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Newport Beach
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode092660
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode192660
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode292660
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct048718
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets048224
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.02644
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.04462
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.05386
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.00560
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.00166
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01824040
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101780167
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201644208
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301761806
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401722020
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0494
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions088910
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1079439
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2088558
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear309870
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear402863
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.10575
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions088416
IRS990PF/QualifyingDistributions/ExpensesAndContributions088910
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0494
IRS990PF/QualifyingDistributions/QualifyingDistributions088910
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Jared Klumker
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09494745800
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine104350 Von Karman Avenue Ste 400
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Newport Beach
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode092660
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NV
IRS990PF/StatementsRegardingActivities/StatesFiledWith1CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0125
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount810000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount920000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount102000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1150000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0General Operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1General Operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2General Operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3General Operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4General Operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5General Operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6General Operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7General Operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8General Operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9General Operations.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10General Operations.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11Donor Advised Fund.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12General Operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0CaringBridge
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Fondazione Italia
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Pediatric Cancer Research Foundatio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3Pacific Symphony
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4Newport Coast Preschool
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5Cabaret Chapter Guilds of Segerstro
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6Orange County Children's Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7Children of Armenia Fund COAF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8Harbor Day Endowment Corp
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9UCLA Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10Orange County Museum of Art
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11Orange County Community Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName12Merage JCC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101715 Yankee Doodle Rd Suite 301
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1111845 West Olympic Blvd Suite 900
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine129272 Jeronimo Road Suite 122
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133631 S Harbor Blvd 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142350 Ford Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15488 C Calle Cadiz
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16118 Livingston Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17111 W 57th Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine183443 Pacific View Dr
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1910920 Wilshire Boulevard Ste 900
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110850 San Clemente Drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11130 Corporate Park Ste 410
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1121 Federation Way Ste 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Eagan
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Los Angeles
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Irvine
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Santa Ana
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Newport Beach
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Laguna Woods
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Placentia
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7New York
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8Corona Del Mar
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9Los Angeles
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10Newport Beach
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11Irvine
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12Irvine
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode055121
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode190064
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode292618
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode392704
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode492660
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode592637
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode692870
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode710019
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode892625
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode990024
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1092660
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1192606
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1292603
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear087225
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/AppliedToCurrentYear02675
IRS990PF/UndistributedIncome/AppliedToYear1086235
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted090708
IRS990PF/UndistributedIncome/QualifyingDistributions088910
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY088033
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear086235
OtherExpensesSchedule/OtherExpenses/Description0Portfolio Expenses - Dover III K-1
OtherExpensesSchedule/OtherExpenses/Description1Miscellaneous Exp - Dover III K-1
OtherExpensesSchedule/OtherExpenses/Description2Investment Mgmt Fees - Dover III K-1
OtherExpensesSchedule/OtherExpenses/Description3Invest. Interest Exp Dover III - Sch K-1
OtherExpensesSchedule/OtherExpenses/Description4Foreign Taxes
OtherExpensesSchedule/OtherExpenses/Description5Filing Fee
OtherExpensesSchedule/OtherExpenses/Description6Bank Charges
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps060
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps125
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01210
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1242
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome22834
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome320
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome47
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01210
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1242
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks22834
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks320
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks47
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks5315
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks625
OtherIncomeSchedule2/OtherIncome/Description0Unrealized Gain Dover III
OtherIncomeSchedule2/OtherIncome/Description1DIII Underlying K-1s
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome04254
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-1263
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks14254
TaxesSchedule/Taxes/Amount0180
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0260523471
ReturnHeader/Filer/Name/BusinessNameLine10Richard and Giulia Merage Foundation
ReturnHeader/Filer/NameControl0RICH
ReturnHeader/Filer/Phone09494745800
ReturnHeader/Filer/USAddress/AddressLine104350 Von Karman Avenue
ReturnHeader/Filer/USAddress/City0Newport Beach
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092660
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-07-26
ReturnHeader/Officer/Name0Richard Merage
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DUNN HENRITZE & DIEHL LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10148 REMINGTON ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FORT COLLINS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0805242834
ReturnHeader/Preparer/Name0Barbie Thelen
ReturnHeader/Preparer/Phone09703724163
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-06T15:46:36-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.16$2.13$0.09$0.17$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.16$2.39$0.11$0.16$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.00$0.13$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.11$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.04$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.66$0.03$2.63$0.09$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.02$0.12$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.17$0.09$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.01$0.12$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.01$0.11$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.01$0.10$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.13$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09