Civic Intelligence

Kelson Foundation

990T • Fiscal year 2021 • EIN 81-3588323

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
1660 Bush St Suite 300San Francisco, CA 94109

(415) 561-6540

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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.

$200M$150M$100M$50M$0Assets 2017: $31,004,489Liabilities 2017: $0Net Assets 2017: $31,004,4892017Assets 2018: $33,724,807Liabilities 2018: $23,925Net Assets 2018: $33,700,8822018Assets 2019: $37,664,474Liabilities 2019: $85,000Net Assets 2019: $37,579,4742019Assets 2020: $115,033,167Liabilities 2020: $1,056,331Net Assets 2020: $113,976,8362020Assets 2021: $158,809,460Liabilities 2021: $1,530,268Net Assets 2021: $157,279,1922021Assets 2022: $156,438,079Liabilities 2022: $4,402,824Net Assets 2022: $152,035,2552022Assets 2023: $150,209,559Liabilities 2023: $4,010,933Net Assets 2023: $146,198,6262023Assets 2024: $149,047,301Liabilities 2024: $3,050,331Net Assets 2024: $145,996,9702024

Latest loaded filing

2024

Assets$149,047,301
Liabilities$3,050,331
Net Assets$145,996,970
Open 2024 Filing

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2017: $2,160,522Expenses 2017: $783,884Net Income 2017: $1,376,6382017Revenue 2018: $3,166,420Expenses 2018: $1,707,325Net Income 2018: $1,459,0952018Revenue 2019: $4,977,624Expenses 2019: $2,059,642Net Income 2019: $2,917,9822019Revenue 2020: $47,620,571Expenses 2020: $6,652,225Net Income 2020: $40,968,3462020Revenue 2021: $38,630,708Expenses 2021: $6,527,981Net Income 2021: $32,102,7272021Revenue 2022: $6,565,332Expenses 2022: $9,907,915Net Income 2022: -$3,342,5832022Revenue 2023: $1,798,886Expenses 2023: $8,554,338Net Income 2023: -$6,755,4522023Revenue 2024: $8,090,595Expenses 2024: $7,607,566Net Income 2024: $483,0292024

Latest loaded filing

2024

Revenue$8,090,595
Expenses$7,607,566
Net Income$483,029
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Kelson Foundation
EIN
81-3588323
Phone
4155616540
Address
1660 BUSH ST SUITE 300, SAN FRANCISCO, CA 94109

Signing Officer

Name
Missy Narula
Title
CEO & Assistant Secretary
Phone
4155616540
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Frank Rimerman & Co Llp
Address
1801 PAGE MILL ROAD, PALO ALTO, CA 94304
Preparer
Robert N Hoffman
Phone
6508458100
Raw XML Appendix136 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt02727330
IRS1120ScheduleD/Form4797GainOrLossAmt094322
IRS1120ScheduleD/NetCapitalGainAmt02727330
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt02727879
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-549
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt05482
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt02633557
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt02639039
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt0594
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-549
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt045
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt02020-12-30
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt12020-12-30
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt22020-12-30
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt04869
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt1613
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-4869
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-613
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt22639039
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt02639039
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM K-1: SCHF USTE LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1FROM K-1: SCHF CIF 2017 LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2FROM K-1: SCHF CIF 2018-A LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt02021-12-31
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt12021-12-31
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt22021-12-31
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt05482
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt02633557
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt02639039
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt02021-01-01
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt12021-01-01
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt0594
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-594
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt145
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt045
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM K-1: SCHF USTE LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1FROM K-1: SCHF CIF 2018-A LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt02021-12-31
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt12021-12-31
IRS8949/ShortTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt0594
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-549
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt045
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt055012
IRS990T/BalanceDueAmt0419253
IRS990T/BooksInCareOfDetail/PersonNm0PACIFIC FOUNDATION SERVICES LLC
IRS990T/BooksInCareOfDetail/PhoneNum04155616540
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01660 BUSH ST SUITE 300
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094109
IRS990T/BookValueAssetsEOYAmt0158809460
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt0221827
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt055012
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0255331
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/CapitalGainNetIncomeAmt02727330
IRS990TScheduleA/NetOperatingLossDeductionAmt0255331
IRS990TScheduleA/OtherIncomeAmt0-197719
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt02529611
IRS990TScheduleA/TotUnrltTrdBusIncmAmt02529611
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INCOME FROM PASSTHROUGH INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt02529611
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02274280
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0419253
IRS990T/TaxLessCreditsAmt0419253
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0419253
IRS990T/TotalTaxComputationAmt0419253
IRS990T/TotalUBTIAmt01996441
IRS990T/TotalUBTIBeforeNOLSpecificAmt02052453
IRS990T/TotalUBTIBeforeSection199AAmt01997441
IRS990T/TotalUBTIComputedAmt02274280
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MISSY NARULA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO & ASSISTANT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04155616540
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KELS
ReturnHeader/Filer/EIN0813588323
ReturnHeader/Filer/PhoneNum04155616540
ReturnHeader/Filer/USAddress/AddressLine1Txt01660 BUSH ST SUITE 300
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941341042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK RIMERMAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 PAGE MILL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094304
ReturnHeader/PreparerPersonGrp/PhoneNum06508458100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT N HOFFMAN
ReturnHeader/ReturnTs02022-11-14T18:27:43-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MISSY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NARULA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$149$3.05$146$8.09$7.61$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$150$4.01$146$1.80$8.55$6.76
2022Detailed filing. Detailed filing data is available for this year.$156$4.40$152$6.57$9.91$3.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$159$1.53$157$38.6$6.53$32.1
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$115$1.06$114$47.6$6.65$41.0
2019Detailed filing. Detailed filing data is available for this year.$37.7$0.09$37.6$4.98$2.06$2.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.02$33.7$3.17$1.71$1.46
2017Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$2.16$0.78$1.38