Civic Intelligence

Loeb Charitable Foundation

990T • Fiscal year 2020 • EIN 27-1318376

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 15, 2021

Organization Profile
1000 Second Avenue Floor 34Seattle, WA 98104-1022

(206) 677-0300

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $14,997,326Liabilities 2011: $704,604Net Assets 2011: $14,292,7222011Assets 2012: $14,895,372Liabilities 2012: $680,680Net Assets 2012: $14,214,6922012Assets 2013: $14,630,849Liabilities 2013: $636,256Net Assets 2013: $13,994,5932013Assets 2014: $15,929,346Liabilities 2014: $376,049Net Assets 2014: $15,553,2972014Assets 2019: $12,154,338Liabilities 2019: $423,929Net Assets 2019: $11,730,4092019Assets 2020: $12,722,368Liabilities 2020: $375,000Net Assets 2020: $12,347,3682020Assets 2021: $13,044,947Liabilities 2021: $415,197Net Assets 2021: $12,629,7502021Assets 2024: $9,062,261Liabilities 2024: $25,000Net Assets 2024: $9,037,2612024

Latest loaded filing

2024

Assets$9,062,261
Liabilities$25,000
Net Assets$9,037,261
Open 2024 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $1,651,3252011Expenses 2012: $1,189,4232012Expenses 2013: $1,214,9792013Revenue 2014: $834,677Expenses 2014: $1,052,460Net Income 2014: -$217,7832014Revenue 2019: $698,185Expenses 2019: $1,090,893Net Income 2019: -$392,7082019Revenue 2020: $330,436Expenses 2020: $1,033,912Net Income 2020: -$703,4762020Revenue 2021: $1,681,184Expenses 2021: $1,019,474Net Income 2021: $661,7102021Revenue 2024: $422,392Expenses 2024: $1,246,741Net Income 2024: -$824,3492024

Latest loaded filing

2024

Revenue$422,392
Expenses$1,246,741
Net Income-$824,349
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Loeb Charitable Foundation
EIN
27-1318376
In Care Of
% FOUNDATION MANAGEMENT GRP LL
Phone
2066770300
Address
1000 SECOND AVENUE FLOOR 34, SEATTLE, WA 98104-1022

Signing Officer

Name
Daniel Asher
Title
Secretary
Phone
2066670300
Signed
2021-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Management Group LLC
Address
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 98104-1022
Preparer
Madalina Dobra
Phone
2066670300
Raw XML Appendix91 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
IRS1120ScheduleD/CapitalGainDistributionsAmt00
IRS1120ScheduleD/CapitalGainNetIncomeAmt00
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/NetCapitalGainAmt00
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt00
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FOUNDATION MANAGEMENT GRP LLC
IRS990T/BooksInCareOfDetail/PhoneNum02066670300
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 2ND AVE 34 FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd098104
IRS990T/BookValueAssetsEOYAmt012722368
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt03
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CapitalGainNetIncomeAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt10
IRS990TScheduleA/CapitalGainNetIncomeAmt20
IRS990TScheduleA/PrincipalBusinessActivityCd0486990
IRS990TScheduleA/PrincipalBusinessActivityCd1453220
IRS990TScheduleA/PrincipalBusinessActivityCd2486990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceReferenceNum23
IRS990TScheduleA/SequenceTotalNum03
IRS990TScheduleA/SequenceTotalNum13
IRS990TScheduleA/SequenceTotalNum23
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1267
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-315
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt2-391
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-1267
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1-315
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt2-391
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-1267
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1-315
IRS990TScheduleA/TotUnrltTrdBusIncmAmt2-391
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN Enterprise Products Partners LP
IRS990TScheduleA/TradeOrBusinessDesc1INVESTMENT IN CEDAR FAIR LP
IRS990TScheduleA/TradeOrBusinessDesc2INVESTMENT IN Magellan Midstream Partners LP
IRS990TScheduleA/UBIBeforeNOLDedAmt0-1267
IRS990TScheduleA/UBIBeforeNOLDedAmt1-315
IRS990TScheduleA/UBIBeforeNOLDedAmt2-391
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-1267
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-315
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt2-391
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL ASHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02066670300
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOEB CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOEB
ReturnHeader/Filer/EIN0271318376
ReturnHeader/Filer/InCareOfNm0% FOUNDATION MANAGEMENT GRP LL
ReturnHeader/Filer/PhoneNum02066770300
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 SECOND AVENUE FLOOR 34
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0981041022
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0912003136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION MANAGEMENT GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 2ND AVE 34TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981041022
ReturnHeader/PreparerPersonGrp/PhoneNum02066670300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MADALINA DOBRA
ReturnHeader/ReturnTs02021-10-21T18:31:18-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ASHER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.06$0.03$9.04$0.42$1.25$0.82
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.42$12.6$1.68$1.02$0.66
2020Detailed filing. Detailed filing data is available for this year.$12.7$0.38$12.3$0.33$1.03$0.70
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.42$11.7$0.70$1.09$0.39
2014Detailed filing. Detailed filing data is available for this year.$15.9$0.38$15.6$0.83$1.05$0.22
2013Detailed filing. Detailed filing data is available for this year.$14.6$0.64$14.0$1.21
2012Detailed filing. Detailed filing data is available for this year.$14.9$0.68$14.2$1.19
2011Detailed filing. Detailed filing data is available for this year.$15.0$0.70$14.3$1.65