Civic Intelligence

Carolands Foundation

EIN 46-1631709 • Hillsborough, CA

565 Remillard DriveHillsborough, CA 94010
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

$100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

$100M-$250M nonprofits • Source year 2023

Net Margin

6th percentile

-46%

Higher net margin than 6% of similar nonprofits.

$100M-$250M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

-0.4%

Faster asset growth than 24% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-34%

Faster revenue growth than 6% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Up

$130,668,612

Up $205,641 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$130,668,612

Up $205,641 (+0.2%) from 2023

Revenue

Up

$1,625,037

Up $572,792 (+54%) from 2023

Expenses

Down

$1,419,396

Down $115,957 (-7.6%) from 2023

Net Income

Up

$205,641

Up $688,749 (+143%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2013: $130,813,800Liabilities 2013: $02013Assets 2014: $130,698,519Liabilities 2014: $02014Assets 2015: $130,665,876Liabilities 2015: $02015Assets 2019: $130,905,870Liabilities 2019: $02019Assets 2020: $131,240,271Liabilities 2020: $0Net Assets 2020: $131,240,2712020Assets 2021: $130,898,227Liabilities 2021: $0Net Assets 2021: $130,898,2272021Assets 2022: $130,946,079Liabilities 2022: $0Net Assets 2022: $130,946,0792022Assets 2023: $130,462,971Liabilities 2023: $0Net Assets 2023: $130,462,9712023Assets 2024: $130,668,612Liabilities 2024: $0Net Assets 2024: $130,668,6122024

Highlighted filing

2024

Assets$130,668,612
Liabilities$0
Net Assets$130,668,612

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MRevenue 2013: $131,910,484Expenses 2013: $1,096,684Net Income 2013: $130,813,8002013Revenue 2014: $2,315,238Expenses 2014: $1,519,183Net Income 2014: $796,0552014Revenue 2015: $1,420,308Expenses 2015: $1,081,024Net Income 2015: $339,2842015Revenue 2019: $1,332,969Expenses 2019: $1,543,025Net Income 2019: -$210,0562019Revenue 2020: $1,933,770Expenses 2020: $1,599,369Net Income 2020: $334,4012020Revenue 2021: $940,394Expenses 2021: $1,282,438Net Income 2021: -$342,0442021Revenue 2022: $1,584,837Expenses 2022: $1,536,985Net Income 2022: $47,8522022Revenue 2023: $1,052,245Expenses 2023: $1,535,353Net Income 2023: -$483,1082023Revenue 2024: $1,625,037Expenses 2024: $1,419,396Net Income 2024: $205,6412024

Highlighted filing

2024

Revenue$1,625,037
Expenses$1,419,396
Net Income$205,641

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Apr 11, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES B JOHNSONCo-President-$0--
ANN L JOHNSONCo-President-$0--
GREG JOHNSONTrustee-$0--
JENNIFER M JOHNSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carolands Foundation
EIN
46-1631709
Phone
6503123000
Address
565 REMILLARD DRIVE, HILLSBOROUGH, CA 94010

Signing Officer

Name
Charles B Johnson
Title
Officer
Phone
6503123000
Signed
2025-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
405 HOWARD ST STE 600, SAN FRANCISCO, CA 94105-2674
Preparer
Jae Clarke
Phone
4154985000
Raw XML Appendix386 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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IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt0131112287
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt0131833717
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt0131833717
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt0131262848
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt0526042569
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt0131112287
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt0131833717
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt0131833717
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
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/IndividualWithBooksNm0CHARLES AND ANN JOHNSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01220 SOUTH OCEAN BOULEVARD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033480
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd01
IRS990PF/StatementsRegardingActyGrp/PhoneNum06503123056
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EXPENSES ASSOCIATED WITH MAINTAINING AND PRESERVINGTHE CAROLANDS CHATEAU
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01075222
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CHARLES B JOHNSON
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ANN L JOHNSON
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
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
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CAROLAND PRESERVATION FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0565 REMILLARD DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HILLSBOROUGH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094010
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0700000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - VALLEJO ANTOLIN AGARWAL KANTER
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1LEGAL FEES - CARTER LEDYARD & MILBURN LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt012569
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt1690
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt025138
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt11381
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt012569
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt1691
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0HOUSEHOLD EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE & OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROPERTY REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3UTILITIES EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5GARDENING AND POOL SERVICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0110586
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18985
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2154455
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3137668
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4179553
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5137960
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0110586
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18985
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2154455
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3137668
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4179553
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5137960
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0700374
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND PER SETTLEMENT AGREEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0700374
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0237
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES AND REGUILATORY FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0237
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES B JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06503123000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLANDS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0461631709
ReturnHeader/Filer/PhoneNum06503123000
ReturnHeader/Filer/USAddress/AddressLine1Txt0565 REMILLARD DRIVE
ReturnHeader/Filer/USAddress/CityNm0HILLSBOROUGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0405 HOWARD ST STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941052674
ReturnHeader/PreparerPersonGrp/PhoneNum04154985000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAE CLARKE
ReturnHeader/ReturnTs02025-04-11T19:08:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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