Civic Intelligence

Halcyon Foundation

990PF • Fiscal year 2019 • EIN 27-1523318

Dec 01, 2018 to Nov 30, 2019 • Filed on Feb 28, 2020

Organization Profile
13475 Harper DriveSaratoga, CA 95070-5108

(408) 872-9990

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-910%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-4.1%

Faster asset growth than 36% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$147,417

Down $6,273 (-4.1%) from 2018

Net Assets

Down

$147,417

Down $6,273 (-4.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$689

Down $511 (-43%) from 2018

Expenses

Up

$6,962

Up $278 (+4.2%) from 2018

Net Income

Down

-$6,273

Down $789 (-14%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$200K$150K$100K$50K$0Assets 2014: $156,452Liabilities 2014: $0Net Assets 2014: $156,4522014Assets 2015: $149,201Liabilities 2015: $0Net Assets 2015: $149,2012015Assets 2016: $168,916Liabilities 2016: $0Net Assets 2016: $168,9162016Assets 2017: $159,174Liabilities 2017: $0Net Assets 2017: $159,1742017Assets 2018: $153,690Liabilities 2018: $0Net Assets 2018: $153,6902018Assets 2019: $147,417Liabilities 2019: $0Net Assets 2019: $147,4172019Assets 2020: $141,564Liabilities 2020: $0Net Assets 2020: $141,5642020Assets 2021: $135,545Liabilities 2021: $0Net Assets 2021: $135,5452021Assets 2022: $128,009Liabilities 2022: $0Net Assets 2022: $128,0092022Assets 2023: $120,750Liabilities 2023: $0Net Assets 2023: $120,7502023Assets 2024: $111,738Liabilities 2024: $0Net Assets 2024: $111,7382024Assets 2025: $106,429Liabilities 2025: $0Net Assets 2025: $106,4292025

Highlighted filing

2019

Assets$147,417
Liabilities$0
Net Assets$147,417
Open 2019 Filing

Operations Trend

Revenue Growth12th percentile

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

$30K$20K$10K$0-$10KRevenue 2014: $60Expenses 2014: $4,712Net Income 2014: -$4,6522014Revenue 2015: $241Expenses 2015: $7,492Net Income 2015: -$7,2512015Revenue 2016: $28,147Expenses 2016: $8,432Net Income 2016: $19,7152016Revenue 2017: -$734Expenses 2017: $9,008Net Income 2017: -$9,7422017Revenue 2018: $1,200Expenses 2018: $6,684Net Income 2018: -$5,4842018Revenue 2019: $689Expenses 2019: $6,962Net Income 2019: -$6,2732019Revenue 2020: $2,136Expenses 2020: $7,989Net Income 2020: -$5,8532020Revenue 2021: $2,046Expenses 2021: $8,065Net Income 2021: -$6,0192021Revenue 2022: $2,219Expenses 2022: $9,755Net Income 2022: -$7,5362022Revenue 2023: $2,112Expenses 2023: $9,371Net Income 2023: -$7,2592023Revenue 2024: $3,398Expenses 2024: $12,410Net Income 2024: -$9,0122024Revenue 2025: $9,364Expenses 2025: $14,673Net Income 2025: -$5,3092025

Highlighted filing

2019

Revenue$689
Expenses$6,962
Net Income-$6,273
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Feb 28, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN LINCEO-$0--
PHOEBE YUCFO-$0--
Filing and Contact Details

Filer

Filer Name
Halcyon Foundation
EIN
27-1523318
Phone
4088729990
Address
13475 HARPER DRIVE, SARATOGA, CA 95070-5108

Signing Officer

Name
Shawn Lin
Title
CEO
Phone
4088729990
Signed
2020-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Eric Zhang & Associates Llp
Address
920 HILLVIEW CT 180, MILPITAS, CA 95035
Preparer
Eric Zhang CPA
Phone
6265812266
Raw XML Appendix308 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/AccountingFeesDetail/Amt01908
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01908
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt011298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt026725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1IRON MOUNTAIN
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0617
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt072
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0689
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0689
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01908
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01908
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0617
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0617
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6273
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01029
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt072
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt072
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0665
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06938
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06962
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0689
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0689
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01938
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc050 SHS. KINDER MORGAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6273
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0147417
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0153690
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0147417
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07792
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07792
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07792
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07805
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013
IRS990PF/DistributableAmountGrp/TotalTaxAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0162799
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0155344
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0155344
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05995
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04032
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04032
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012327
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt017767
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt033149
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1654
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-7927
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0135368
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0125618
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0125618
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0153690
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0147417
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0162799
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0153690
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0147417
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0153690
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0147417
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0158482
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0137938
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020544
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02377
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07805
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0156105
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0158482
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHAWN LIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PHOEBE YU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt013475 HARPER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt113475 HARPER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARATOGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARATOGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt07137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt07144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt08845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt08432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt07492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.030742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0156105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0157746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0161049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0162587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0153329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0153276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.228612
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06938
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06938
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06938
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PHOEBE YU
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt013475 HARPER DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARATOGA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0950705108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04088729990
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SHAWN LIN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PHOEBE YU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SYRACUSE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0640 SKYTOP RD STE 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SYRACUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013244
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0195
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06743
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07792
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06938
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07597
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06743
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SOS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
TaxesSchedule/TaxesDetail/Amt024
TaxesSchedule/TaxesDetail/CategoryTxt0IRS TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt024
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN LIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04088729990
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALCYON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALC
ReturnHeader/Filer/EIN0271523318
ReturnHeader/Filer/PhoneNum04088729990
ReturnHeader/Filer/USAddress/AddressLine1Txt013475 HARPER DRIVE
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0950705108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475284605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERIC ZHANG & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0920 HILLVIEW CT 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILPITAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095035
ReturnHeader/PreparerPersonGrp/PhoneNum06265812266
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC ZHANG CPA
ReturnHeader/ReturnTs02020-02-28T14:46:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,417
Liabilities
$0
Net assets
$147,417
Revenue
$689
Expenses
$6,962
Net income
-$6,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.15$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.03$0.12$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.02$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.02$0.10$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.02$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.02$0.08$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.01$0.07$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.01$0.07$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.01$0.09$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.28$0.08$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.00$0.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.00$0.05$0.05