Civic Intelligence

The Whole Heart Foundation C/O Apercen Partners LLC

990T • Fiscal year 2020 • EIN 81-4429034

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile

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314 Lytton AvePalo Alto, CA 94301

(650) 804-7100

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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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.

$300M$200M$100M$0Assets 2017: $82,218,184Liabilities 2017: $2,320,918Net Assets 2017: $79,897,2662017Assets 2018: $120,152,270Liabilities 2018: $1,362,418Net Assets 2018: $118,789,8522018Assets 2019: $144,395,484Liabilities 2019: $1,356,253Net Assets 2019: $143,039,2312019Assets 2020: $175,487,786Liabilities 2020: $5,587,014Net Assets 2020: $169,900,7722020Assets 2021: $212,172,958Liabilities 2021: $18,984,378Net Assets 2021: $193,188,5802021Assets 2022: $180,921,457Liabilities 2022: $13,323,069Net Assets 2022: $167,598,3882022Assets 2023: $206,084,034Liabilities 2023: $19,086,434Net Assets 2023: $186,997,6002023Assets 2024: $220,336,715Liabilities 2024: $17,387,331Net Assets 2024: $202,949,3842024

Latest loaded filing

2024

Assets$220,336,715
Liabilities$17,387,331
Net Assets$202,949,384
Open 2024 Filing

Operations Trend

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

$60M$40M$20M$0Revenue 2017: $51,554,887Expenses 2017: $3,595,135Net Income 2017: $47,959,7522017Revenue 2018: $45,847,105Expenses 2018: $1,579,752Net Income 2018: $44,267,3532018Revenue 2019: $16,574,300Expenses 2019: $8,117,076Net Income 2019: $8,457,2242019Revenue 2020: $24,311,033Expenses 2020: $9,831,900Net Income 2020: $14,479,1332020Revenue 2021: $30,400,000Expenses 2021: $24,850,642Net Income 2021: $5,549,3582021Revenue 2022: $19,582,543Expenses 2022: $10,587,777Net Income 2022: $8,994,7662022Revenue 2023: $39,091,290Expenses 2023: $26,204,199Net Income 2023: $12,887,0912023Revenue 2024: $29,136,428Expenses 2024: $19,505,047Net Income 2024: $9,631,3812024

Latest loaded filing

2024

Revenue$29,136,428
Expenses$19,505,047
Net Income$9,631,381
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Additional Ventures Foundation
EIN
81-4429034
Phone
6508047100
Address
314 LYTTON AVE, PALO ALTO, CA 94301

Signing Officer

Name
Tom Van Loben Sels
Title
Secretary
Phone
6508047100
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
975 OAK STREET SUITE 500, EUGENE, OR 97401
Preparer
Wendy Campos
Phone
5416861040
Raw XML Appendix135 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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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2PRIVATE EQUITY PORTFOLIO 2020 LP
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IRS990T/BalanceDueAmt073834
IRS990T/BooksInCareOfDetail/PersonNm0APERCEN PARTNERS LLC
IRS990T/BooksInCareOfDetail/PhoneNum06508047100
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IRS990T/BookValueAssetsEOYAmt0175487786
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IRS990T/CharitableContributionsDedAmt038284
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IRS990T/ESPenaltyAmt01487
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IRS990T/PaidTaxLiabilityAmt00
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IRS990TScheduleA/TradeOrBusinessDesc0QUALIFIED PARTNERSHIP INTERESTS
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IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt072356
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IRS990T/TotalCreditsAmt09
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt072347
IRS990T/TotalTaxComputationAmt072356
IRS990T/TotalUBTIAmt0344552
IRS990T/TotalUBTIBeforeNOLSpecificAmt0345552
IRS990T/TotalUBTIBeforeSection199AAmt0345552
IRS990T/TotalUBTIComputedAmt0383836
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • 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.$220$17.4$203$29.1$19.5$9.63
2023Detailed filing. Detailed filing data is available for this year.$206$19.1$187$39.1$26.2$12.9
2022Detailed filing. Detailed filing data is available for this year.$181$13.3$168$19.6$10.6$8.99
2021Detailed filing. Detailed filing data is available for this year.$212$19.0$193$30.4$24.9$5.55
2020Detailed filing. Detailed filing data is available for this year.$175$5.59$170$24.3$9.83$14.5
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$144$1.36$143$16.6$8.12$8.46
2018Detailed filing. Detailed filing data is available for this year.$120$1.36$119$45.8$1.58$44.3
2017Detailed filing. Detailed filing data is available for this year.$82.2$2.32$79.9$51.6$3.60$48.0