Civic Intelligence

Jonathan Merage Foundation

990PF • Fiscal year 2013 • EIN 26-0601705

Dec 01, 2012 to Nov 30, 2013 • Filed on Apr 15, 2014

Organization Profile
18 Inverness Place East80112
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$2,264,817

Up $51,354 (+2.3%) from 2012

Net Assets

Up

$2,264,817

Up $51,354 (+2.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$108,075

Up $13,326 (+14%) from 2012

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.

$30M$20M$10M$0Assets 2010: $1,869,491Liabilities 2010: $0Net Assets 2010: $1,869,4912010Assets 2011: $1,825,651Liabilities 2011: $0Net Assets 2011: $1,825,6512011Assets 2012: $2,213,463Liabilities 2012: $0Net Assets 2012: $2,213,4632012Assets 2013: $2,264,817Liabilities 2013: $0Net Assets 2013: $2,264,8172013Assets 2014: $3,070,712Liabilities 2014: $0Net Assets 2014: $3,070,7122014Assets 2015: $3,163,168Liabilities 2015: $1,571Net Assets 2015: $3,161,5972015Assets 2016: $3,453,213Liabilities 2016: $1Net Assets 2016: $3,453,2122016Assets 2017: $3,505,524Liabilities 2017: $52Net Assets 2017: $3,505,4722017Assets 2018: $5,718,759Liabilities 2018: $3,282Net Assets 2018: $5,715,4772018Assets 2019: $5,720,705Liabilities 2019: $10Net Assets 2019: $5,720,6952019Assets 2020: $9,779,772Liabilities 2020: $0Net Assets 2020: $9,779,7722020Assets 2021: $9,777,777Liabilities 2021: $93Net Assets 2021: $9,777,6842021Assets 2022: $20,060,689Liabilities 2022: $0Net Assets 2022: $20,060,6892022Assets 2023: $21,411,083Liabilities 2023: $240Net Assets 2023: $21,410,8432023

Highlighted filing

2013

Assets$2,264,817
Liabilities$0
Net Assets$2,264,817
Open 2013 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $80,4312010Expenses 2011: $93,4122011Expenses 2012: $94,7492012Expenses 2013: $108,0752013Revenue 2014: $977,377Expenses 2014: $171,482Net Income 2014: $805,8952014Revenue 2015: $317,804Expenses 2015: $226,919Net Income 2015: $90,8852015Revenue 2016: $498,571Expenses 2016: $206,956Net Income 2016: $291,6152016Revenue 2017: $255,589Expenses 2017: $203,329Net Income 2017: $52,2602017Revenue 2018: $2,458,470Expenses 2018: $248,465Net Income 2018: $2,210,0052018Revenue 2019: $359,487Expenses 2019: $354,269Net Income 2019: $5,2182019Revenue 2020: $4,607,011Expenses 2020: $547,934Net Income 2020: $4,059,0772020Revenue 2021: $385,661Expenses 2021: $387,749Net Income 2021: -$2,0882021Revenue 2022: $11,006,562Expenses 2022: $723,565Net Income 2022: $10,282,9972022Revenue 2023: $2,091,908Expenses 2023: $741,754Net Income 2023: $1,350,1542023

Highlighted filing

2013

Revenue-
Expenses$108,075
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Apr 15, 2014
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura MeragePresident-$0--
David MerageSecretary-$0--
Jonathan MerageDirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Donor Advised Fund.PublicNewark, DE, US$90,300
Filing and Contact Details

Filer

EIN
26-0601705
Raw XML Appendix313 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/Amount03675
AccountingFeesSchedule/AccountingFees/Category0Accounting
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps03675
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
GeneralExplanationAttachment/GeneralExplanation/Explanation0Part II Balance Sheets, Lines 10b, 10c and 13:10b. Various Publicly Traded Stock held by Cambridge Capital III Foundations, LLCBook Value 11.30.13 Fair Market Value 11.30.13$1,574,097 $2,313,07910c.Various Publicly Traded Bonds held by Cambridge Capital III Foundations, LLCBook Value 11.30.13 Fair Market Value 11.30.13$157,956 $232,11013.Various Other Assets held by Cambridge Capital III Foundations, LLCBook Value 11.30.123 Fair Market Value 11.30.13$336,134 $493,936
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount035117
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount028941
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount014953
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0Ord/Rent/Other CIII K-1
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount01547
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount080558
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA080558
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps03675
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03675
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm028941
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps090300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss090300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss078871
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm035117
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss035117
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses051354
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice028941
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm014953
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss014953
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss028941
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome067191
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm012682
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss012683
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm01529
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss01547
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0667
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps093976
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm013349
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0108075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome080540
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0159429
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps03676
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm013349
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss017775
IRS990PF/BalanceSheets/CapitalStockBOY02213463
IRS990PF/BalanceSheets/CapitalStockEOY02264817
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0186809
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0157956
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0232110
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01209073
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01574095
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV02313079
IRS990PF/BalanceSheets/InvestmentsOtherBOY0449936
IRS990PF/BalanceSheets/InvestmentsOtherEOY0336134
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0493936
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0367645
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0196632
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0196632
IRS990PF/BalanceSheets/TotalAssetsBOY02213463
IRS990PF/BalanceSheets/TotalAssetsEOY02264817
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03235757
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02213463
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02264817
IRS990PF/BalanceSheets/TotalNetAssetsBOY02213463
IRS990PF/BalanceSheets/TotalNetAssetsEOY02264817
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome028941
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02004-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12013-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-05-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Cambridge Capital III Foundations K-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Cambridge Capital III Foundations K-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss023021
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses023021
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice023021
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice15920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss05920
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses051354
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02264817
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02213463
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02264817
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0144093
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0144093
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0144093
IRS990PF/DistributableAmount/MinimumInvestmentReturn0145437
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01344
IRS990PF/DistributableAmount/TotalTax01344
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0375
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0870
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01344
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0375
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment01
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01344
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01344
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension0850
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01720
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03235757
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02953038
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0225263
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02727775
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable044296
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0145437
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02908742
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02953038
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition25.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Laura Merage
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1David Merage
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Jonathan Merage
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1018 Inverness Place East
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1118 Inverness Place East
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1218 Inverness Place East
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Englewood
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Englewood
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Englewood
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode080112
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode180112
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode280112
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0124259
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0123587
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.04249
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.04681
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.04486
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.04501
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.06285
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.01291
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02908742
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101807177
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201798428
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301593646
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401484036
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501813576
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0672
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions093976
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1084587
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2080676
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3071734
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4093276
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5023409
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.21244
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions093976
IRS990PF/QualifyingDistributions/ExpensesAndContributions093976
IRS990PF/QualifyingDistributions/QualifyingDistributions093976
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Consolidated Investment Group
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03037892664
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1018 Inverness Place East
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Englewood
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode080112
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/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CO
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/Amount090300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Donor Advised Fund.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0JP Morgan Private Bank DE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10500 Stanton Christiana RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Newark
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0DE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode019713
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear090300
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/AppliedToCurrentYear05132
IRS990PF/UndistributedIncome/AppliedToYear1088844
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0144093
IRS990PF/UndistributedIncome/QualifyingDistributions093976
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0138961
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear088844
IRS990ScheduleB/ContributorInfo/AggregateContributions0170522
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1018 Inverness Place East
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Englewood
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode080112
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Jonathan Merage
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02013-10-04
IRS990ScheduleB/NoncashProperty/FairMarketValue0170522
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription02,200 shares Norfolk Southern (NSC)
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0Other Portfolio Expenses - CIII K-1
OtherExpensesSchedule/OtherExpenses/Description1Miscellaneous
OtherExpensesSchedule/OtherExpenses/Description2Invst Portfolio Fees - Cambridge III K-1
OtherExpensesSchedule/OtherExpenses/Description3Invst Mgmt Fees - Cambridge III K-1
OtherExpensesSchedule/OtherExpenses/Description4Interest Expense - Cambridge III K-1
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps01
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome03695
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome17075
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome21460
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome3452
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks03695
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks27075
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks31460
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks4452
OtherIncomeSchedule2/OtherIncome/Description0Ord/Rent/Other CIII K-1
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome01529
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks01547
SubstantialContributorsSch/SubstantialContributor/PersonName0Jonathan Merage
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine1018 Inverness Place East
SubstantialContributorsSch/SubstantialContributor/USAddress/City0Englewood
SubstantialContributorsSch/SubstantialContributor/USAddress/State0CO
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode080112
TaxesSchedule/Taxes/Amount0667
TaxesSchedule/Taxes/Amount1750
TaxesSchedule/Taxes/Category0Foreign Tax
TaxesSchedule/Taxes/Category1Federal ES Payment
TaxesSchedule/Taxes/NetInvestmentIncome0667
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0260601705
ReturnHeader/Filer/Name/BusinessNameLine10Jonathan Merage Foundation
ReturnHeader/Filer/NameControl0JONA
ReturnHeader/Filer/USAddress/AddressLine1018 Inverness Place East
ReturnHeader/Filer/USAddress/City0Englewood
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080112
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-04-15
ReturnHeader/Officer/Name0Jonathan Merage
ReturnHeader/Officer/Title0Director
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DUNN HENRITZE MALINE LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10215 W OAK ST STE 1100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FORT COLLINS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0805212733
ReturnHeader/Preparer/Name0Dean Dunn
ReturnHeader/Preparer/Phone09704077215
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-12-01
ReturnHeader/TaxPeriodEndDate02013-11-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-04-16T12:18:23-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,264,817
Liabilities
$0
Net assets
$2,264,817
Revenue
-
Expenses
$108,075
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$2.09$0.74$1.35
2022Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$11.0$0.72$10.3
2021Detailed filing. Detailed filing data is available for this year.$9.78$0.00$9.78$0.39$0.39$0.00
2020Detailed filing. Detailed filing data is available for this year.$9.78$0.00$9.78$4.61$0.55$4.06
2019Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.36$0.35$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$2.46$0.25$2.21
2017Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.26$0.20$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.50$0.21$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.32$0.23$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.98$0.17$0.81
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.08