Civic Intelligence

John and Kathleen Sweazey Foundation

990PF • Fiscal year 2012 • EIN 30-6023655

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 13, 2013

Organization Profile
59 Austin Avenue94027
Siviq Scores

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

Liabilities / Assets

72nd percentile

0.29x

Higher debt load relative to assets than 72% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets72nd percentile

Assets

$1,388,884

No earlier filing loaded for comparison.

Net Assets

$987,875

No earlier filing loaded for comparison.

Liabilities

$401,009

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$171,602

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,388,884Liabilities 2012: $401,009Net Assets 2012: $987,8752012Assets 2014: $2,311,229Liabilities 2014: $5,942Net Assets 2014: $2,305,2872014Assets 2015: $1,987,212Liabilities 2015: $15,409Net Assets 2015: $1,971,8032015Assets 2016: $2,354,423Liabilities 2016: $0Net Assets 2016: $2,354,4232016Assets 2017: $2,622,804Liabilities 2017: $0Net Assets 2017: $2,622,8042017Assets 2019: $2,371,566Liabilities 2019: $0Net Assets 2019: $2,371,5662019Assets 2020: $2,014,558Liabilities 2020: $0Net Assets 2020: $2,014,5582020Assets 2021: $2,481,697Liabilities 2021: $0Net Assets 2021: $2,481,6972021Assets 2022: $2,153,299Liabilities 2022: $0Net Assets 2022: $2,153,2992022Assets 2023: $2,770,136Liabilities 2023: $0Net Assets 2023: $2,770,1362023Assets 2024: $2,861,338Liabilities 2024: $0Net Assets 2024: $2,861,3382024

Highlighted filing

2012

Assets$1,388,884
Liabilities$401,009
Net Assets$987,875
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2012: $171,6022012Revenue 2014: $411,779Expenses 2014: $165,234Net Income 2014: $246,5452014Revenue 2015: $197,760Expenses 2015: $190,619Net Income 2015: $7,1412015Revenue 2016: -$21,989Expenses 2016: $168,498Net Income 2016: -$190,4872016Revenue 2017: $33,065Expenses 2017: $159,845Net Income 2017: -$126,7802017Revenue 2019: -$5,077Expenses 2019: $127,830Net Income 2019: -$132,9072019Revenue 2020: $78,394Expenses 2020: $78,935Net Income 2020: -$5412020Revenue 2021: -$1,933Expenses 2021: $122,792Net Income 2021: -$124,7252021Revenue 2022: $7,754Expenses 2022: $121,995Net Income 2022: -$114,2412022Revenue 2023: -$7,217Expenses 2023: $107,085Net Income 2023: -$114,3022023Revenue 2024: -$974Expenses 2024: $134,123Net Income 2024: -$135,0972024

Highlighted filing

2012

Revenue-
Expenses$171,602
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 13, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN T SWEAZEYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-UNRESTRICTED DONATIONN/ASONOMA, CA, US$25,000
Paid Grant-UNRESTRICTED DONATIONN/APALO ALTO, CA, US$20,000
Paid Grant-UNRESTRICTED DONATIONN/ANEW YORK, NY, US$20,000
Paid Grant-UNRESTRICTED DONATIONN/ASTANFORD, CA, US$15,000
Paid Grant-UNRESTRICTED DONATIONN/AMOUNTAIN VIEW, CA, US$12,500
Paid Grant-UNRESTRICTED DONATIONPUBLICSUNNYVALE, CA, US$11,000
Paid Grant-UNRESTRICTED DONATIONN/AATHERTON, CA, US$3,000
Paid Grant-UNRESTRICTED DONATIONN/AWASHINGTON, DC, US$2,500
Paid Grant-UNRESTRICTED DONATIONN/ASAN FRANCISCO, CA, US$1,125
Paid Grant-UNRESTRICTED DONATIONN/ABERKELEY, CA, US$1,000
Filing and Contact Details

Filer

EIN
30-6023655
Raw XML Appendix331 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
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AccountingFeesSchedule/AccountingFees/Amount02960
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AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount05889
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount084580
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount090469
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA090469
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm02960
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-81133
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice084580
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm05950
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IRS990PF/BalanceSheets/CapitalStockBOY01069006
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IRS990PF/BalanceSheets/OtherLiabilitiesEOY0401009
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY0401009
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IRS990PF/BalanceSheets/TotalNetAssetsEOY0987875
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome084580
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0AVM RANGER FUND (BVI), LTD.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss084580
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses084580
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice084580
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-81133
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases02
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0987875
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0987875
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted052450
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj052450
IRS990PF/DistributableAmount/DistributableAmountBeforeDed052450
IRS990PF/DistributableAmount/MinimumInvestmentReturn053425
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0975
IRS990PF/DistributableAmount/TotalTax0975
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear04025
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment05000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0975
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment04025
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0975
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0975
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments05000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY00
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01084772
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances019495
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01065277
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable016272
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn053425
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01068500
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01084772
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN T SWEAZEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1059 AUSTIN AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0ATHERTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode094027
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0111125
IRS990PF/QualifyingDistributions/ExpensesAndContributions0111125
IRS990PF/QualifyingDistributions/QualifyingDistributions0111125
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JOHN SWEAZEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06504655389
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1059 AUSTIN AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ATHERTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode094027
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/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
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/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO RESTRICTIONS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JOHN KATHLEEN SWEAZEY FOUNDATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06503661256
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1059 AUSTIN AVENUE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0ATHERTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode094027
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0$25,000 MAX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0JOHN T SWEAZEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01125
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount320000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount43000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount615000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UNRESTRICTED DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1UNRESTRICTED DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2UNRESTRICTED DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3UNRESTRICTED DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4UNRESTRICTED DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5UNRESTRICTED DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6UNRESTRICTED DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7UNRESTRICTED DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8UNRESTRICTED DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9UNRESTRICTED DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0MEALS ON WHEELS OF SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1UNIVERSITY OF CALIFORNIA BERKELEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2NARAL PRO-CHOICE AMERICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3STANFORD HOSPITAL AND CLINICS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4MENLO SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5ALZHEIMER'S ASSOCIATION-NORTHERN CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6THE STANFORD FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7PATHWAYS HOSPICE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8PARENTS EDUCATION NETWORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9SONOMA VALLEY MENTORING ALLIANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1450 VALPARAISO AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151060 LA AVENIDA STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16326 GALVEZ STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17585 NORTH MARY AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18588 BOADWAY SUITE 303
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19916 1ST STREET WEST
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3PALO ALTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ATHERTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5MOUNTAIN VIEW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6STANFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7SUNNYVALE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9SONOMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9CA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode220005
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode394304
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode494027
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode594043
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode694305
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode794085
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode810012
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode995476
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0111125
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/AppliedToCurrentYear052450
IRS990PF/UndistributedIncome/AppliedToYear1052500
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted052450
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear06175
IRS990PF/UndistributedIncome/ExcessFromCurrentYear06175
IRS990PF/UndistributedIncome/QualifyingDistributions0111125
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus06175
IRS990PF/UndistributedIncome/TotalCorpus06175
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear052500
LegalFeesSchedule/LegalFees/AdjustedNetIncome014315
LegalFeesSchedule/LegalFees/Amount014315
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherAssetsSchedule/OtherAssets/BOYBookValue01
OtherAssetsSchedule/OtherAssets/BOYBookValue11065277
OtherAssetsSchedule/OtherAssets/Description0Rounding
OtherAssetsSchedule/OtherAssets/Description1AVM RANGER FUND
OtherAssetsSchedule/OtherAssets/EOYBookValue01
OtherAssetsSchedule/OtherAssets/EOYBookValue11353622
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT EXPENSES - K-1 PASSTHROUGH
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome035766
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks035766
OtherIncreasesSchedule/OtherIncreases/Amount02
OtherIncreasesSchedule/OtherIncreases/Description0ROUNDING
OtherLiabilitiesSchedule/OtherLiabilities/Description0UNREALIZED CAPITAL GAINS
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue0401009
TaxesSchedule/Taxes/AdjustedNetIncome068
TaxesSchedule/Taxes/AdjustedNetIncome11418
TaxesSchedule/Taxes/Amount068
TaxesSchedule/Taxes/Amount11418
TaxesSchedule/Taxes/Category0STATE TAXES
TaxesSchedule/Taxes/Category1FEDERAL TAXES
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0306023655
ReturnHeader/Filer/Name/BusinessNameLine10JOHN AND KATHLEEN SWEAZEY FOUNDATION
ReturnHeader/Filer/NameControl0JOHN
ReturnHeader/Filer/Phone06503661256
ReturnHeader/Filer/USAddress/AddressLine1059 AUSTIN AVENUE
ReturnHeader/Filer/USAddress/City0ATHERTON
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094027
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-06-13
ReturnHeader/Officer/Name0JOHN T SWEAZEY
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Whitehouse & Company CPAs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101122 West South Jordan Pkwy D
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0South Jordan
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0UT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode084095
ReturnHeader/Preparer/Name0Russell MWhitehouse CPA
ReturnHeader/Preparer/Phone08014465600
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-18T15:11:02-07:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,388,884
Liabilities
$401,009
Net assets
$987,875
Revenue
-
Expenses
$171,602
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.00$0.13$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.01$0.11$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.01$0.12$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.00$0.12$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.08$0.08$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.01$0.13$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.03$0.16$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.02$0.17$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.02$1.97$0.20$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.01$2.31$0.41$0.17$0.25
2012Detailed filing. Detailed filing data is available for this year.$1.39$0.40$0.99$0.17