Civic Intelligence

Valenti Charitable Foundation

990PF • Fiscal year 2016 • EIN 36-3155159

Dec 01, 2015 to Nov 30, 2016 • Filed on Apr 18, 2017

875 North Michigan Avenue No 3100Chicago, IL 60611

(312) 794-7890

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$2,218,094

Down $379,423 (-15%) from 2011

Net Assets

Down

$2,218,094

Down $379,423 (-15%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses

Revenue

$180,355

No earlier filing loaded for comparison.

Expenses

Up

$190,847

Up $57,865 (+44%) from 2011

Net Income

-$10,492

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.

$3.0M$2.0M$1.0M$0Assets 2011: $2,597,517Liabilities 2011: $0Net Assets 2011: $2,597,5172011Assets 2016: $2,218,094Liabilities 2016: $0Net Assets 2016: $2,218,0942016Assets 2017: $2,132,316Liabilities 2017: $0Net Assets 2017: $2,132,3162017Assets 2018: $1,300,003Liabilities 2018: $0Net Assets 2018: $1,300,0032018Assets 2020: $1,248,831Liabilities 2020: $0Net Assets 2020: $1,248,8312020Assets 2021: $1,244,106Liabilities 2021: $0Net Assets 2021: $1,244,1062021Assets 2022: $1,208,172Liabilities 2022: $0Net Assets 2022: $1,208,1722022Assets 2023: $456,341Liabilities 2023: $0Net Assets 2023: $456,3412023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$2,218,094
Liabilities$0
Net Assets$2,218,094

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $132,9822011Revenue 2016: $180,355Expenses 2016: $190,847Net Income 2016: -$10,4922016Revenue 2017: $3,513Expenses 2017: $89,291Net Income 2017: -$85,7782017Revenue 2018: $610,232Expenses 2018: $1,442,545Net Income 2018: -$832,3132018Revenue 2020: $59,573Expenses 2020: $50,805Net Income 2020: $8,7682020Revenue 2021: $45,668Expenses 2021: $50,393Net Income 2021: -$4,7252021Revenue 2022: $66,260Expenses 2022: $102,194Net Income 2022: -$35,9342022Revenue 2023: -$28,416Expenses 2023: $723,415Net Income 2023: -$751,8312023Revenue 2024: $108,435Expenses 2024: $564,776Net Income 2024: -$456,3412024

Highlighted filing

2016

Revenue$180,355
Expenses$190,847
Net Income-$10,492
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Apr 18, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH E VALENTI JRTrustee-$0--
THOMAS VALENTITreasurer-$0--
JAMES VALENTITrustee-$0--
MARCELLINE H VALENTITrustee-$0--
CONSTANCE V TRACYVice-President-$0--
LISA V BURKETrustee-$0--
CHRISTOPHER P VALENTIVice-President, SecretaryPT$0--
MEGHAN T MANCHONTrustee-$0--
MARK T VALENTITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Valenti Charitable Foundation
EIN
36-3155159
Phone
3127947890
Address
875 NORTH MICHIGAN AVENUE NO 3100, CHICAGO, IL 60611

Signing Officer

Name
Christopher Valenti
Title
Signing Officer
Phone
3127947890
Signed
2017-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1 S WACKER DRIVE STE 800, CHICAGO, IL 60606
Preparer
Brian Riordan
Phone
3126343400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CVS HEALTH CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19FACEBOOK INC CL AS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GILEAD SCIENCES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MASTERCARD INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33TEXAS INSTRUMENTS INC
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0117973
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0180355
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0117973
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0152500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0152500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt062382
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt062382

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