Civic Intelligence

Bacca Foundation

990PF • Fiscal year 2019 • EIN 38-6981808

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
10 S Dearborn St Il1-0111Chicago, IL 60603

(866) 888-5157

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

46th percentile

3.4%

Faster asset growth than 46% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$25,200,582

Up $827,401 (+3.4%) from 2018

Net Assets

Up

$25,200,582

Up $827,401 (+3.4%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin97th percentile

Revenue

Down

$935,168

Down $385,757 (-29%) from 2018

Expenses

Up

$93,655

Up $2,483 (+2.7%) from 2018

Net Income

Down

$841,513

Down $388,240 (-32%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$40M$30M$20M$10M$0Assets 2012: $21,789,639Liabilities 2012: $02012Assets 2013: $21,512,113Liabilities 2013: $02013Assets 2014: $21,710,794Liabilities 2014: $02014Assets 2015: $21,086,626Liabilities 2015: $02015Assets 2016: $21,748,669Liabilities 2016: $0Net Assets 2016: $21,748,6692016Assets 2018: $24,373,181Liabilities 2018: $0Net Assets 2018: $24,373,1812018Assets 2019: $25,200,582Liabilities 2019: $1Net Assets 2019: $25,200,5822019Assets 2020: $32,519,788Liabilities 2020: $12020Assets 2021: $34,691,938Liabilities 2021: $1Net Assets 2021: $34,691,9382021Assets 2022: $33,624,423Liabilities 2022: $1Net Assets 2022: $33,624,4232022Assets 2023: $33,290,504Liabilities 2023: $12023Assets 2024: $36,271,947Liabilities 2024: $0Net Assets 2024: $36,271,9472024

Highlighted filing

2019

Assets$25,200,582
Liabilities$1
Net Assets$25,200,582
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2012: $35,858,508Expenses 2012: $3,082,581Net Income 2012: $32,775,9272012Revenue 2013: $3,953,789Expenses 2013: $4,171,158Net Income 2013: -$217,3692013Revenue 2014: $1,499,366Expenses 2014: $1,300,702Net Income 2014: $198,6642014Revenue 2015: $3,223,695Expenses 2015: $3,847,863Net Income 2015: -$624,1682015Revenue 2016: $818,133Expenses 2016: $156,090Net Income 2016: $662,0432016Revenue 2018: $1,320,925Expenses 2018: $91,172Net Income 2018: $1,229,7532018Revenue 2019: $935,168Expenses 2019: $93,655Net Income 2019: $841,5132019Revenue 2020: $13,073,951Expenses 2020: $444,022Net Income 2020: $12,629,9292020Revenue 2021: $3,596,922Expenses 2021: $1,424,772Net Income 2021: $2,172,1502021Revenue 2022: $1,434,103Expenses 2022: $2,501,618Net Income 2022: -$1,067,5152022Revenue 2023: $260,790Expenses 2023: $594,709Net Income 2023: -$333,9192023Revenue 2024: $4,721,396Expenses 2024: $1,739,953Net Income 2024: $2,981,4432024

Highlighted filing

2019

Revenue$935,168
Expenses$93,655
Net Income$841,513
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP MORGAN TRUST COMPANY OF DELAWARESpecial Holdings & Admin T-$0--
BRETT M BERRYTrustee-$0--
WINSTON B BERRYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bacca Foundation
EIN
38-6981808
Phone
8668885157
Address
10 S DEARBORN ST IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Jp Morgan Trust Co of Delaware
Title
Special Holdings & Admin Ttee
Phone
3026344319
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Leslie Anderson CPA Pc
Address
1101 NORWALK STREET, GREENSBORO, NC 27407
Preparer
Leslie L Anderson
Phone
3364822444
Raw XML Appendix356 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/Amt06750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES - TAX PREPERATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0JP MORGAN BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt06589816
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt06748783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012187091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt016276889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JP MORGAN EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04106251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JP MORGAN ALTERNATIVE INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04286184
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0560969
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0374199
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06750
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0560969
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0560969
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0841513
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08334773
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0304
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0304
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0374199
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0884564
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt015038
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt012238
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt093655
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0935168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0935168
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022092
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt050604
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt093655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04259780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13700794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0339435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-452793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2487557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0339435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-452793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2487557
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JPM ACCESS MULTI STRATEGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0374199
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0841513
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt014112
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt025214694
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt024373181
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt025200582
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01359026
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01359026
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01359026
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01376717
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017691
IRS990PF/DistributableAmountGrp/TotalTaxAmt017691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt027509
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt025200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt017691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt027509
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt017691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt045200
IRS990PF/FMVAssetsEOYAmt029629280
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0807
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IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0807
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05039709
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06589816
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt06748783
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011608970
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012187091
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05673795
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04106251
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04286184
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt024373181
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt025200582
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02050707
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt024373181
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt024373181
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027953642
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01949578
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026004064
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0419305
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027953642
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JP MORGAN TRUST COMPANY OF DELAWARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRETT M BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WINSTON B BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SPECIAL HOLDINGS & ADMIN T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0500 STANTON CHRISTIANA AVE SUITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1740 JUNIPER AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2740 JUNIPER AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0DE3-16
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOULDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOULDER
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.003336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.145059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt022478730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt025856422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt025479984
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt022092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.198264
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt022092
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt022092
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt022092
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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/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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0500 STANTON CHRISTIANA RD SUITE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0DE3-1680
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019713
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JP MORGAN TRUST COMPANY OF DELAWARE
IRS990PF/StatementsRegardingActyGrp/PhoneNum03026344319
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
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1WINSTON B BERRY
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt022092
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01359026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01336934
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02520099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01336934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01183165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01183165
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022092
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01183165
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02520099
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0304
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0304
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt014112
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENTS TO INVESTMENT COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010484
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt123328
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt219592
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2EXECUTOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05242
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt29796
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05242
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt123328
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt29796
TaxesSchedule/TaxesDetail/Amt020959
TaxesSchedule/TaxesDetail/Amt112238
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt112238
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JP MORGAN TRUST CO OF DELAWARE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SPECIAL HOLDINGS & ADMIN TTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03026344319
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BACCA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JP MORGAN TRUST COMPANY OF DE
ReturnHeader/Filer/BusinessNameControlTxt0BACC
ReturnHeader/Filer/EIN0386981808
ReturnHeader/Filer/PhoneNum08668885157
ReturnHeader/Filer/USAddress/AddressLine1Txt010 S DEARBORN ST IL1-0111
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.225.238.186
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:13:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204831046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LESLIE ANDERSON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 NORWALK STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027407
ReturnHeader/PreparerPersonGrp/PhoneNum03364822444
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE L ANDERSON
ReturnHeader/ReturnTs02020-11-16T09:13:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
$25,200,582
Liabilities
$1
Net assets
$25,200,582
Revenue
$935,168
Expenses
$93,655
Net income
$841,513
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$4.72$1.74$2.98
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$0.00$0.26$0.59$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.6$0.00$33.6$1.43$2.50$1.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$0.00$34.7$3.60$1.42$2.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.5$0.00$13.1$0.44$12.6
2019Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$0.94$0.09$0.84
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.4$0.00$24.4$1.32$0.09$1.23
2016Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$0.82$0.16$0.66
2015Summary only. Only limited summary data is available for this year.$21.1$0.00$3.22$3.85$0.62
2014Summary only. Only limited summary data is available for this year.$21.7$0.00$1.50$1.30$0.20
2013Summary only. Only limited summary data is available for this year.$21.5$0.00$3.95$4.17$0.22
2012Summary only. Only limited summary data is available for this year.$21.8$0.00$35.9$3.08$32.8
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $25M-$50M nonprofits