Civic Intelligence

Kugelman Family Foundation

990PF • Fiscal year 2012 • EIN 45-3958542

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 07, 2013

Organization Profile
24 Venezia92657
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

96th percentile

183%

Faster asset growth than 96% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$496,665

Up $321,384 (+183%) from 2011

Net Assets

$496,665

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$75,913

Up $13,713 (+22%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$600K$400K$200K$0Assets 2011: $175,281Liabilities 2011: $02011Assets 2012: $496,665Liabilities 2012: $0Net Assets 2012: $496,6652012Assets 2013: $434,385Liabilities 2013: $0Net Assets 2013: $434,3852013Assets 2014: $408,852Liabilities 2014: $0Net Assets 2014: $408,8522014Assets 2015: $339,389Liabilities 2015: $0Net Assets 2015: $339,3892015Assets 2016: $342,760Liabilities 2016: $0Net Assets 2016: $342,7602016Assets 2017: $320,134Liabilities 2017: $0Net Assets 2017: $320,1342017Assets 2018: $336,203Liabilities 2018: $10Net Assets 2018: $336,1932018Assets 2019: $432,829Liabilities 2019: $10Net Assets 2019: $432,8192019Assets 2020: $326,804Liabilities 2020: $0Net Assets 2020: $326,8042020Assets 2021: $345,048Liabilities 2021: $0Net Assets 2021: $345,0482021Assets 2022: $305,404Liabilities 2022: $0Net Assets 2022: $305,4042022Assets 2023: $396,964Liabilities 2023: $0Net Assets 2023: $396,9642023Assets 2024: $420,530Liabilities 2024: $0Net Assets 2024: $420,5302024

Highlighted filing

2012

Assets$496,665
Liabilities$0
Net Assets$496,665
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $237,481Expenses 2011: $62,200Net Income 2011: $175,2812011Expenses 2012: $75,9132012Revenue 2013: $3,685Expenses 2013: $65,965Net Income 2013: -$62,2802013Revenue 2014: $8,777Expenses 2014: $34,310Net Income 2014: -$25,5332014Revenue 2015: -$1,438Expenses 2015: $68,025Net Income 2015: -$69,4632015Revenue 2016: $56,421Expenses 2016: $53,050Net Income 2016: $3,3712016Revenue 2017: $65,234Expenses 2017: $87,860Net Income 2017: -$22,6262017Revenue 2018: $98,269Expenses 2018: $82,210Net Income 2018: $16,0592018Revenue 2019: $207,445Expenses 2019: $110,820Net Income 2019: $96,6252019Revenue 2020: $119,436Expenses 2020: $225,445Net Income 2020: -$106,0092020Revenue 2021: $206,563Expenses 2021: $188,319Net Income 2021: $18,2442021Revenue 2022: $22,907Expenses 2022: $62,551Net Income 2022: -$39,6442022Revenue 2023: $239,672Expenses 2023: $148,112Net Income 2023: $91,5602023Revenue 2024: $135,952Expenses 2024: $112,386Net Income 2024: $23,5662024

Highlighted filing

2012

Revenue-
Expenses$75,913
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 7, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dulcie A KugelmanPresident & CEOPT$0--
Lawrence N KugelmanTreasurerPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Gerneral operating support-New York, NY, US$25,000
Paid Grant-General Operating Support-Costa Mesa, CA, US$17,900
Paid Grant-General Operating Support-Los Angeles, CA, US$3,000
Paid Grant-General operating support-ORANGE, CA, US$3,000
Paid Grant-Scholarship Funds-Nashville, TN, US$3,000
Paid Grant-General operating support-NEWPORT BEACH, CA, US$2,500
Paid Grant-General Operating Support-Atlanta, GA, US$2,500
Paid Grant-Olive Tree Initiative-Irvine, CA, US$2,250
Paid Grant-General Operating Support-Salida, CO, US$1,000
Paid Grant-General operating support-Washington, DC, US$1,000
Paid Grant-General Operating Support-Nashville, TN, US$1,000
Paid Grant-General Operating Support-Lanai City, HI, US$200
Paid Grant-General Operating Support-Lanai City, HI, US$100
Paid Grant-General Operating support-Irvine, CA, US$100
Paid Grant-General operating support-COSTA MESA, CA, US$100
Filing and Contact Details

Filer

EIN
45-3958542
Raw XML Appendix358 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.

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AccountingFeesSchedule/AccountingFees/Amount01000
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount09216
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0388081
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0397297
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0397297
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0397297
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss062650
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm09216
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm09216
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss09216
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0321384
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0542119
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss09100
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0388081
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0397297
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm0388081
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01058
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0397297
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps062650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss075913
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0397297
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0397297
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss013263
IRS990PF/BalanceSheets/CashBOY021243
IRS990PF/BalanceSheets/CashEOY0296550
IRS990PF/BalanceSheets/CashEOYFMV0296550
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0200115
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0195864
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0154038
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY0175281
IRS990PF/BalanceSheets/TotalAssetsEOY0496665
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0175281
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0175281
IRS990PF/BalanceSheets/TotalNetAssetsEOY0496665
IRS990PF/BalanceSheets/UnrestrictedBOY0175281
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0388081
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0388081
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0321384
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0496665
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0175281
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0496665
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted016982
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj016982
IRS990PF/DistributableAmount/DistributableAmountBeforeDed016982
IRS990PF/DistributableAmount/MinimumInvestmentReturn024928
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome07946
IRS990PF/DistributableAmount/TotalTax07946
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear02054
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax07946
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment02054
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal07946
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome07946
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension010000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments010000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0492414
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0506146
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances057337
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0448809
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable07592
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn024928
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0498554
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0506146
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition110.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Dulcie A Kugelman
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Lawrence N Kugelman
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President & CEO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1024 Venezia
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1124 Venezia
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Newport Coast
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Newport Coast
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode092657
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode192657
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0385185
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0381212
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.76464
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear101.52927
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0498554
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1040673
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome03973
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions062650
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1062200
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio01.52927
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions062650
IRS990PF/QualifyingDistributions/ExpensesAndContributions062650
IRS990PF/QualifyingDistributions/QualifyingDistributions062650
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Lawrence Kugelman
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09494970149
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1024 Venezia
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Newport Coast
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode092657
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/RequirementsOfSect508e0true
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/ContributingManager0Dulcie A Kugelman
IRS990PF/SupplementaryInformation/ContributingManager1Lawrence N Kugelman
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount43000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount625000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7100
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount111000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount122500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount133000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1417900
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Olive Tree Initiative
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1General Operating Support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2General Operating Support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3General Operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4General Operating Support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5General Operating Support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Gerneral operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10General operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11General Operating Support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12General Operating Support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13Scholarship Funds
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14General Operating Support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0UCI Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Lanai Arts Cultural Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Lanai Community Assoc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3Irvine Pakistano Parents Assoc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4Gary Garcia Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5Salida Circus Outreach Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6EARTH ENVIRONMENTAL INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7SAVE OUR YOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8ST MARK PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9CHAPMAN UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11VANDERBILT UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName12THE CARTER CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName13ST JOHN'S UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName14SHARE OUR SELVES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5None
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship13None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship14None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10100 Theory
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO Box 630701
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO Box 630735
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1313 Treehouse
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14320 N Laveta Terrace
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15140 N C St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16924 West End Ave Ste 42
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17661 HAMILTON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine182200 SAN JOAQUIN HILLS RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine191 UNIVERSITY DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1101112 16th Street NW Ste 720
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111PMB 406210 2301 Vanderbilt Pl
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112452 Freedom Parkway
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113PO Box 33187
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1141550 Superior Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Irvine
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Lanai City
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Lanai City
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Irvine
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Los Angeles
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Salida
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6New York
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7COSTA MESA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8NEWPORT BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9ORANGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10Washington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11Nashville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12Atlanta
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13Nashville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City14Costa Mesa
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1HI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2HI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State14CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode092617
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode196763
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode296763
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode392603
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode490026
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode581201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode610025
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode792627
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode892660
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode992866
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1020036
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1137240
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1230307
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1337203
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1492627
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear062650
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/AppliedToCurrentYear016982
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted016982
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1061204
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0106872
IRS990PF/UndistributedIncome/ExcessFromCurrentYear045668
IRS990PF/UndistributedIncome/ExcessFromYear1061204
IRS990PF/UndistributedIncome/QualifyingDistributions062650
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus045668
IRS990PF/UndistributedIncome/TotalCorpus0106872
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover061204
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount09100
LegalFeesSchedule/LegalFees/Category0BROWN & STREEZA
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome10
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02089
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount116
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome10
TaxesSchedule/Taxes/Amount020
TaxesSchedule/Taxes/Amount11038
TaxesSchedule/Taxes/Category0STATE OF CALIFORNIA
TaxesSchedule/Taxes/Category1FEDERAL EXCISE TAX
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0453958542
ReturnHeader/Filer/Name/BusinessNameLine10KUGELMAN FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0KUGE
ReturnHeader/Filer/Phone09494970149
ReturnHeader/Filer/USAddress/AddressLine1024 VENEZIA
ReturnHeader/Filer/USAddress/City0NEWPORT COAST
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092657
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-06-07
ReturnHeader/Officer/Name0LAWRENCE KUGELMAN
ReturnHeader/Officer/Title0Treasurer & CFO
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Marc Harper CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1018141 Joshua Lane
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Santa Ana
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092705
ReturnHeader/Preparer/Name0Marc D Harper
ReturnHeader/Preparer/Phone07142693980
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-30T17:43:04-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$496,665
Liabilities
$0
Net assets
$496,665
Revenue
-
Expenses
$75,913
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$1.36$1.12$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$2.40$1.48$0.92
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.23$0.63$0.40
2021Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$2.07$1.88$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$1.19$2.25$1.06
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$2.07$1.11$0.97
2018Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.98$0.82$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.65$0.88$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.56$0.53$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.01$0.68$0.69
2014Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.09$0.34$0.26
2013Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.04$0.66$0.62
2012Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.76
2011Summary only. Only limited summary data is available for this year.$1.75$0.00$2.37$0.62$1.75