Civic Intelligence

Dene Anton Foundation

990PF • Fiscal year 2011 • EIN 76-0093912

Oct 01, 2010 to Sep 30, 2011 • Filed on Nov 03, 2011

761 Old Hickory Blvd Suite 20137027
Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

98th percentile

$28,184

Higher top officer pay than 98% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

58th percentile

2.0%

Faster asset growth than 58% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$819,278

Up $16,225 (+2.0%) from 2010

Net Assets

Up

$818,625

Up $16,225 (+2.0%) from 2010

Liabilities

Flat

$653

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$36,641

Down $787 (-2.1%) from 2010

Net Income

-

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.

$1.0M$500K$0Assets 2010: $803,053Liabilities 2010: $653Net Assets 2010: $802,4002010Assets 2011: $819,278Liabilities 2011: $653Net Assets 2011: $818,6252011Assets 2012: $839,825Liabilities 2012: $6532012Assets 2013: $842,619Liabilities 2013: $653Net Assets 2013: $841,9662013Assets 2014: $825,046Liabilities 2014: $653Net Assets 2014: $824,3932014Assets 2015: $791,940Liabilities 2015: $653Net Assets 2015: $791,2872015Assets 2016: $735,620Liabilities 2016: $653Net Assets 2016: $734,9672016Assets 2017: $720,082Liabilities 2017: $653Net Assets 2017: $719,4292017Assets 2018: $693,669Liabilities 2018: $653Net Assets 2018: $693,0162018Assets 2019: $671,669Liabilities 2019: $653Net Assets 2019: $671,0162019Assets 2020: $640,394Liabilities 2020: $653Net Assets 2020: $639,7412020Assets 2021: $630,997Liabilities 2021: $653Net Assets 2021: $630,3442021Assets 2022: $468,600Liabilities 2022: $653Net Assets 2022: $467,9472022Assets 2023: $928,724Liabilities 2023: $0Net Assets 2023: $928,7242023Assets 2024: $845,609Liabilities 2024: $0Net Assets 2024: $845,6092024

Highlighted filing

2011

Assets$819,278
Liabilities$653
Net Assets$818,625

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $37,4282010Expenses 2011: $36,6412011Revenue 2012: $57,161Expenses 2012: $36,614Net Income 2012: $20,5472012Expenses 2013: $49,9362013Revenue 2014: $40,035Expenses 2014: $57,608Net Income 2014: -$17,5732014Revenue 2015: $14,932Expenses 2015: $48,038Net Income 2015: -$33,1062015Revenue 2016: $36,148Expenses 2016: $92,468Net Income 2016: -$56,3202016Revenue 2017: $33,983Expenses 2017: $51,876Net Income 2017: -$17,8932017Revenue 2018: $27,843Expenses 2018: $54,256Net Income 2018: -$26,4132018Revenue 2019: $29,385Expenses 2019: $51,385Net Income 2019: -$22,0002019Revenue 2020: $21,258Expenses 2020: $52,533Net Income 2020: -$31,2752020Revenue 2021: $68,266Expenses 2021: $77,663Net Income 2021: -$9,3972021Revenue 2022: $39,662Expenses 2022: $202,059Net Income 2022: -$162,3972022Revenue 2023: $501,693Expenses 2023: $18,962Net Income 2023: $482,7312023Revenue 2024: $47,766Expenses 2024: $81,560Net Income 2024: -$33,7942024

Highlighted filing

2011

Revenue-
Expenses$36,641
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2010 to Sep 30, 2011
Signed
Nov 3, 2011
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENE ANTONTrusteePT$28,184-$28,184
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE SUMMIT INSTITUTETO CARRY OUT EXEMPT PURPOSEPUBLIC CHARITYREDWOOD CITY, CA, US$2,000
Paid GrantLEADERSHIP MUSICTO CARRY OUT EXEMPT PURPOSEPUBLIC CHARITYNASHVILLE, TN, US$500
Filing and Contact Details

Filer

EIN
76-0093912
Raw XML AppendixShowing 400 of 448 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
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0355170
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0360269
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0STIFEL NICOLAS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0229832
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0255813
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0STIFEL NICOLAS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue071003
InvestmentsOtherSchedule2/InvestmentsOther/BookValue190559
InvestmentsOtherSchedule2/InvestmentsOther/BookValue259538
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0BURTON HILLS REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1STIFEL NICOLAS - MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2STIFEL NICOLAS - UNIT INVESTMENT TRUSTS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0180000
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV186348
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV258743
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount040968
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome011898
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount040968
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome011898
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA052866
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm011898
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps028184
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss028184
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps02500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss02500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm040968
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss040968
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses016225
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0171562
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss011898
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome049398
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm01966
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss01966
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps0333
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0167
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps02156
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01335
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss03491
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps033173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03468
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss036641
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome052866
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses052866
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps030673
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03468
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss034141
IRS990PF/BalanceSheets/CapitalStockBOY02374974
IRS990PF/BalanceSheets/CapitalStockEOY02374974
IRS990PF/BalanceSheets/CashBOY022886
IRS990PF/BalanceSheets/CashEOY03282
IRS990PF/BalanceSheets/CashEOYFMV03282
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0354771
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0355170
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0360269
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0197518
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0229832
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0255813
IRS990PF/BalanceSheets/InvestmentsOtherBOY0218691
IRS990PF/BalanceSheets/InvestmentsOtherEOY0221100
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0325091
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY0653
IRS990PF/BalanceSheets/OtherLiabilitiesEOY0653
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0-1572574
IRS990PF/BalanceSheets/RetainedEarningsEOY0-1556349
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY09187
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY09894
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV09894
IRS990PF/BalanceSheets/TotalAssetsBOY0803053
IRS990PF/BalanceSheets/TotalAssetsEOY0819278
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0954349
IRS990PF/BalanceSheets/TotalLiabilitiesBOY0653
IRS990PF/BalanceSheets/TotalLiabilitiesEOY0653
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0803053
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0819278
IRS990PF/BalanceSheets/TotalNetAssetsBOY0802400
IRS990PF/BalanceSheets/TotalNetAssetsEOY0818625
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome011898
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis04287
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis13769
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis210000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis39287
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis43252
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis524905
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis625746
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis723435
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis85000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis910023
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis105012
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis114942
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1225112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis134894
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-04-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-01-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-10-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-05-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42009-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52010-02-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72009-03-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82010-02-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92009-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102009-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112010-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122008-12-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132010-05-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-02-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-06-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-03-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-01-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-02-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-08-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-09-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-01-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122010-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132010-10-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset095 SHS ISHARES TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset140 SHS SPDR S&P ETF TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2400 GOLDMAN SACHS GROUP SEN UNSECURED NOTE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3BEAR STEARNS CO SUBORD NOTE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4FEDL HOME LOAN MTG CORP MULTICL REMIC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5REGIONS FINL CORP SUBORD NOTE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6WACHOVIA CORP NEW SR HOLDING CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7ISHARES IBOXX INVEST GRADE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8FIRST TRUST UNIT 2341 BICK PORT SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9FIRST TRUST UNIT 2003 CORP INV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10FIRST TRUST UNIT 2003 CORP INV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11NUVEEN DIVERSIFIED COMMODITY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12NATIONAL RURAL UTILITIES COOP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13ADVISORS DISCIPLINED TRU UNIT 533
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss03419
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11222
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31296
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-306
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5590
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-746
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss73503
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8293
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss91638
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10779
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1175
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13496
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses03419
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11222
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses31296
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-306
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5590
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-746
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses73503
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8293
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses91638
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10779
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1175
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13496
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice07706
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice14991
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice29751
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice310583
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice42946
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice525495
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice625000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice726938
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice85293
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice911661
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice105791
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice115017
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1225000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice135390
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired13P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses016225
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0818625
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0802400
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0818625
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted048287
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj048287
IRS990PF/DistributableAmount/DistributableAmountBeforeDed048287
IRS990PF/DistributableAmount/MinimumInvestmentReturn049275
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0988
IRS990PF/DistributableAmount/TotalTax0988
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0988
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment026
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0988
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0988
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01014
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0954349
IRS990PF/MethodOfAccountingOther0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01000512
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances016921
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0803591
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable015008
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0180000
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn049275
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0985504
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01000512
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition020.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation028184
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DENE ANTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10610 SUMMERWIND CIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NASHVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode037215
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct067351
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets066857
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.067840
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.035315
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.071191
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.115198
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.053955
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.063543
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0985504
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10943130
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20877245
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30942785
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401041945
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501056534
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0494
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions033173
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1033307
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2062452
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30108607
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4056218
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5067135
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.339202
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions033173
IRS990PF/QualifyingDistributions/ExpensesAndContributions033173
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions033173
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber08
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INCIDENTAL TO THE INVESTMENT MANAGEMENT OF THE FOUNDATION'S ASSETS
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0OSBORNE CO PC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06153700590
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10761 OLD HICKORY BLVD STE 201
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BRENTWOOD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode037027
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10THE FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITY. THERE ARE NO OTHER ACTIVITIES SUCH AS THE SPONSORING OF RESEARCH OR THE CONVENING OF CONVENTIONS.
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10THERE ARE NO PROGRAM RELATED INVESTMENTS TO ACCOMPLISH ANY CHARITABLE PURPOSE OF THE FOUNDATION.
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0REQUESTS SHOULD BE ON LETERHEAD OF DONEE. INFORMATION SHOULD INCLUDE FEDERAL IDENTIFICATION NUMBER, IRS EXEMPTION LETTER AND EXEMPT PURPOSE.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0DENE ANTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06157306411
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10610 SUMMERWIND CIR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0NASHVILLE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode037215
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO CARRY OUT EXEMPT PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO CARRY OUT EXEMPT PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10LEADERSHIP MUSIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11THE SUMMIT INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 158010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11305 MAIN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NASHVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1REDWOOD CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode037215
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode194063
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear02500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear033173
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted048287
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2019088
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3061904
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear404861
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear508610
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus015114
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY015114
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear079349
IRS990PF/UndistributedIncome/ExcessFromYear2019088
IRS990PF/UndistributedIncome/ExcessFromYear3060261
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions033173
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus079349
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover094463
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0OTHER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$0.48$0.82$0.34
2023Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$5.02$0.19$4.83
2022Detailed filing. Detailed filing data is available for this year.$4.69$0.01$4.68$0.40$2.02$1.62
2021Detailed filing. Detailed filing data is available for this year.$6.31$0.01$6.30$0.68$0.78$0.09
2020Detailed filing. Detailed filing data is available for this year.$6.40$0.01$6.40$0.21$0.53$0.31
2019Detailed filing. Detailed filing data is available for this year.$6.72$0.01$6.71$0.29$0.51$0.22
2018Detailed filing. Detailed filing data is available for this year.$6.94$0.01$6.93$0.28$0.54$0.26
2017Detailed filing. Detailed filing data is available for this year.$7.20$0.01$7.19$0.34$0.52$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.36$0.01$7.35$0.36$0.92$0.56
2015Detailed filing. Detailed filing data is available for this year.$7.92$0.01$7.91$0.15$0.48$0.33
2014Detailed filing. Detailed filing data is available for this year.$8.25$0.01$8.24$0.40$0.58$0.18
2013Detailed filing. Detailed filing data is available for this year.$8.43$0.01$8.42$0.50
2012Summary only. Only limited summary data is available for this year.$8.40$0.01$0.57$0.37$0.21
2011Detailed filing. Detailed filing data is available for this year.$8.19$0.01$8.19$0.37
2010Detailed filing. Detailed filing data is available for this year.$8.03$0.01$8.02$0.37