Civic Intelligence

John H Grace Foundation

990PF • Fiscal year 2018 • EIN 47-6650230

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization Profile
PO Box 3036Fullerton, CA 92834

(714) 309-5472

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$14,471,261

Flat from 2018

Net Assets

Flat

$14,471,261

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$260,905

Flat from 2018

Expenses

Flat

$921,423

Flat from 2018

Net Income

Flat

-$660,518

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2014: $4,903,410Liabilities 2014: $0Net Assets 2014: $4,903,4102014Assets 2015: $14,872,741Liabilities 2015: $0Net Assets 2015: $14,872,7412015Assets 2016: $16,846,751Liabilities 2016: $38,510Net Assets 2016: $16,808,2412016Assets 2017: $17,621,344Liabilities 2017: $0Net Assets 2017: $17,621,3442017Assets 2018: $14,471,261Liabilities 2018: $0Net Assets 2018: $14,471,2612018Assets 2018: $14,471,261Liabilities 2018: $0Net Assets 2018: $14,471,2612018Assets 2019: $14,257,971Liabilities 2019: $0Net Assets 2019: $14,257,9712019Assets 2020: $16,125,228Liabilities 2020: $0Net Assets 2020: $16,125,2282020Assets 2021: $19,047,160Liabilities 2021: $0Net Assets 2021: $19,047,1602021Assets 2022: $17,577,941Liabilities 2022: $34,282Net Assets 2022: $17,543,6592022Assets 2023: $18,856,056Liabilities 2023: $0Net Assets 2023: $18,856,0562023Assets 2024: $18,609,719Liabilities 2024: $0Net Assets 2024: $18,609,7192024

Highlighted filing

2018

Assets$14,471,261
Liabilities$0
Net Assets$14,471,261
Open 2018 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2014: $4,921,687Expenses 2014: $18,277Net Income 2014: $4,903,4102014Revenue 2015: $9,588,097Expenses 2015: $388,567Net Income 2015: $9,199,5302015Revenue 2016: $2,144,539Expenses 2016: $719,890Net Income 2016: $1,424,6492016Revenue 2017: $493,794Expenses 2017: $1,057,697Net Income 2017: -$563,9032017Revenue 2018: $260,905Expenses 2018: $921,423Net Income 2018: -$660,5182018Revenue 2018: $260,905Expenses 2018: $921,423Net Income 2018: -$660,5182018Revenue 2019: $297,972Expenses 2019: $1,045,786Net Income 2019: -$747,8142019Revenue 2020: $1,108,817Expenses 2020: $892,190Net Income 2020: $216,6272020Revenue 2021: $865,634Expenses 2021: $975,763Net Income 2021: -$110,1292021Revenue 2022: $3,347,904Expenses 2022: $1,040,325Net Income 2022: $2,307,5792022Revenue 2023: $1,413,661Expenses 2023: $1,176,575Net Income 2023: $237,0862023Revenue 2024: $1,449,895Expenses 2024: $1,190,906Net Income 2024: $258,9892024

Highlighted filing

2018

Revenue$260,905
Expenses$921,423
Net Income-$660,518
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIAN JOETrusteePT$0--
Filing and Contact Details

Filer

Filer Name
John H Grace Foundation
EIN
47-6650230
Phone
7143095472
Address
PO BOX 3036, FULLERTON, CA 92834

Signing Officer

Name
Marion Joe
Title
Trustee
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
HMWC CPAs And Business Advisors
Address
17501 East 17th Street Suite 100, Tustin, CA 92780-7924
Preparer
Susan Levinstein
Phone
7145059000
Raw XML Appendix303 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Since this foundation is considered a "large corporation", only the 1st quarter estimate can be based on prior year income. Estimated tax payments #2 through #4 will need to be based on actual income for tax year 2019. Therefore these amounts will need to be determined.
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0602360
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0667461
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0818289
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt083426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt083426
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt083426
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0667461
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt083426
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt067402
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0offICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt082
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1161
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt083
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1161
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt081000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1208927
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt060750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1208927
TaxesSchedule/TaxesDetail/Amt01749
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/Amt218761
TaxesSchedule/TaxesDetail/Amt310
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt3FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt075
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt118761
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt210
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARION JOE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN H GRACE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0476650230
ReturnHeader/Filer/PhoneNum07143095472
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3036
ReturnHeader/Filer/USAddress/CityNm0FULLERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092834
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952790665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HMWC CPAs And Business Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017501 East 17th Street Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0927807924
ReturnHeader/PreparerPersonGrp/PhoneNum07145059000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan Levinstein
ReturnHeader/ReturnTs02019-05-09T17:40:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,471,261
Liabilities
$0
Net assets
$14,471,261
Revenue
$260,905
Expenses
$921,423
Net income
-$660,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.45$1.19$0.26
2023Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$1.41$1.18$0.24
2022Detailed filing. Detailed filing data is available for this year.$17.6$0.03$17.5$3.35$1.04$2.31
2021Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.87$0.98$0.11
2020Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$1.11$0.89$0.22
2019Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.30$1.05$0.75
2018Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.26$0.92$0.66
2018Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.26$0.92$0.66
2017Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$0.49$1.06$0.56
2016Detailed filing. Detailed filing data is available for this year.$16.8$0.04$16.8$2.14$0.72$1.42
2015Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$9.59$0.39$9.20
2014Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$4.92$0.02$4.90