Civic Intelligence

Hwr Charitable Foundation C/O Martz Accountancy Corporation

990T • Fiscal year 2021 • EIN 27-6166657

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 17, 2022

Organization Profile
7200 Redwood Blvd Ste 325Novato, CA 94945

(415) 898-6400

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.

$40M$30M$20M$10M$0Assets 2012: $3,738,124Liabilities 2012: $0Net Assets 2012: $3,738,1242012Assets 2013: $31,908,163Liabilities 2013: $4,513Net Assets 2013: $31,903,6502013Assets 2014: $31,237,581Liabilities 2014: $0Net Assets 2014: $31,237,5812014Assets 2015: $32,388,097Liabilities 2015: $13,386Net Assets 2015: $32,374,7112015Assets 2016: $31,788,474Liabilities 2016: $0Net Assets 2016: $31,788,4742016Assets 2018: $27,924,147Liabilities 2018: $8,487Net Assets 2018: $27,915,6602018Assets 2019: $28,459,458Liabilities 2019: $0Net Assets 2019: $28,459,4582019Assets 2020: $28,159,569Liabilities 2020: $0Net Assets 2020: $28,159,5692020Assets 2021: $29,168,480Liabilities 2021: $0Net Assets 2021: $29,168,4802021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Latest loaded filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

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

$40M$20M$0-$20M-$40MExpenses 2012: $7,8812012Revenue 2013: $933,342Expenses 2013: $1,350,060Net Income 2013: -$416,7182013Revenue 2014: $1,690,180Expenses 2014: $2,356,249Net Income 2014: -$666,0692014Revenue 2015: $1,481,584Expenses 2015: $457,630Net Income 2015: $1,023,9542015Revenue 2016: $1,042,055Expenses 2016: $1,628,292Net Income 2016: -$586,2372016Revenue 2018: $2,333,512Expenses 2018: $1,354,410Net Income 2018: $979,1022018Revenue 2019: $877,592Expenses 2019: $333,794Net Income 2019: $543,7982019Revenue 2020: $989,597Expenses 2020: $1,289,486Net Income 2020: -$299,8892020Revenue 2021: $2,286,935Expenses 2021: $1,278,024Net Income 2021: $1,008,9112021Revenue 2022: $1,611,055Expenses 2022: $30,779,535Net Income 2022: -$29,168,4802022

Latest loaded filing

2022

Revenue$1,611,055
Expenses$30,779,535
Net Income-$29,168,480
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 17, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Hwr Charitable Foundation
EIN
27-6166657
Phone
4158986400
Address
7200 REDWOOD BLVD STE 325, NOVATO, CA 94945

Signing Officer

Name
Michael Robinson
Title
Co-trustee
Phone
4158986400
Signed
2022-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Martz Accountancy Corporation
Address
7200 REDWOOD BLVD SUITE 325, NOVATO, CA 94945
Preparer
Thomas E Martz
Phone
4158986400
Raw XML Appendix168 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
IRS1041ScheduleD/DiffOfSmallerAmt00
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt02950
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt02950
IRS1041ScheduleD/Form4797GainOrLossAmt02950
IRS1041ScheduleD/GainLessIncludedAmt02950
IRS1041ScheduleD/GainPlusDividendsAmt02950
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt015360
IRS1041ScheduleD/NetIncomeMinusSmallerAmt02950
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt02950
IRS1041ScheduleD/NetSmallerAmt02950
IRS1041ScheduleD/NetTimesPercentAmt0590
IRS1041ScheduleD/SmallerGainAmt02950
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt02700
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt02950
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt013250
IRS1041ScheduleD/SmllrTxiLessGainOrTxiOrAllwAmt02700
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt00
IRS1041ScheduleD/TaxableIncomeAmt049012
IRS1041ScheduleD/TaxableIncomeLessGainAmt046062
IRS1041ScheduleD/TaxAmt015950
IRS1041ScheduleD/TaxOnTaxableIncomeAmt016452
IRS1041ScheduleD/TaxPlusTimePercentAmt015950
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt02950
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt02950
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt046062
IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt050012
IRS1041ScheduleI/AdjAltMinTaxableIncLessGainAmt021362
IRS1041ScheduleI/AdjustedRegularTaxAmt015950
IRS1041ScheduleI/AdjustedTotalIncomeAmt050012
IRS1041ScheduleI/AlternativeMinimumTaxAmt00
IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt050012
IRS1041ScheduleI/ApplcblCapGainsOrSchDWrkshtAmt046062
IRS1041ScheduleI/CapitalGainsWorksheetAmt02950
IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt024312
IRS1041ScheduleI/ExcessOfSumAmt02950
IRS1041ScheduleI/ExcessOfSumTimesPctAmt0590
IRS1041ScheduleI/FSAmtLessIncAboveThresholdAmt00
IRS1041ScheduleI/IncomeAboveThresholdWorkshtAmt046062
IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt06144
IRS1041ScheduleI/NetAdjAltMinTxblIncTimesPctAmt05554
IRS1041ScheduleI/NetAltMinTxblIncTimesFSPctAmt06321
IRS1041ScheduleI/NetExemptionAmt025700
IRS1041ScheduleI/NetShareAltMinTaxbleIncomeAmt00
IRS1041ScheduleI/NetShareAltMinTxblIncmXPctAmt00
IRS1041ScheduleI/SmallerOfAltMinTxblIncOrSumAmt02950
IRS1041ScheduleI/SmllrNetAdjAltMinOrNetGainAmt02950
IRS1041ScheduleI/SmllrOfAdjustedAltMinOrSchDAmt02950
IRS1041ScheduleI/SumOfAltMinTaxPercentagesAmt06144
IRS1041ScheduleI/SumPlusUnrecapturedSect1250Amt02950
IRS1041ScheduleI/SumThresholdApplcblWrkshtAmt046062
IRS1041ScheduleI/TaxOnAlternativeMinimumGainAmt06144
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt06144
IRS990T/BooksInCareOfDetail/PersonNm0JANE SWAN
IRS990T/BooksInCareOfDetail/PhoneNum04158140587
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0235 MONTGOMERY ST STE 850
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094104
IRS990T/BookValueAssetsEOYAmt0333588
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt0371
IRS990T/ExtsnRequestIncomeTaxPaidAmt021000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt04679
IRS990T/OverpaymentSection/OverpaymentAmt04679
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt02950
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/DeductionSetAsidesAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc0UBTI - PASSTHROUGH - THE LYME CONSERVATION OPPORTUNITIES FUND LP
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeDeductionAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeSetAsidesAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0551112
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt023 SOUTH MAIN ST 3RD FL
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0HANOVER
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0NH
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd003755
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt047062
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt050012
IRS990TScheduleA/TotUnrltTrdBusIncmAmt050012
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBTI - PASSTHROUGH - THE LYME CONSERVATION OPPORTUNITIES FUND LP
IRS990TScheduleA/UBIBeforeNOLDedAmt050012
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt050012
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/PropertyDesc0THE LYME CONSERVATION
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt015950
IRS990T/TaxLessCreditsAmt015950
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt021000
IRS990T/TotalTaxAmt015950
IRS990T/TotalTaxComputationAmt015950
IRS990T/TotalUBTIAmt049012
IRS990T/TotalUBTIBeforeNOLSpecificAmt050012
IRS990T/TotalUBTIBeforeSection199AAmt050012
IRS990T/TotalUBTIComputedAmt050012
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04158986400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HWR CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HWRC
ReturnHeader/Filer/EIN0276166657
ReturnHeader/Filer/PhoneNum04158986400
ReturnHeader/Filer/USAddress/AddressLine1Txt07200 REDWOOD BLVD STE 325
ReturnHeader/Filer/USAddress/CityNm0NOVATO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094945
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463097344
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTZ ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07200 REDWOOD BLVD SUITE 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOVATO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094945
ReturnHeader/PreparerPersonGrp/PhoneNum04158986400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS E MARTZ
ReturnHeader/ReturnTs02022-10-31T16:17:03-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBINSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • 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
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.61$30.8$29.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$0.00$29.2$2.29$1.28$1.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$0.99$1.29$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$0.00$28.5$0.88$0.33$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$0.01$27.9$2.33$1.35$0.98
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$0.00$31.8$1.04$1.63$0.59
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.4$0.01$32.4$1.48$0.46$1.02
2014Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$1.69$2.36$0.67
2013Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$0.93$1.35$0.42
2012Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.01