Civic Intelligence

The Coolidge Foundation

990T • Fiscal year 2022 • EIN 84-6914930

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization Profile
8915 Gaylord DriveHouston, TX 77024

(415) 981-2966

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.

$15M$10M$5.0M$0Assets 2019: $3,055,768Liabilities 2019: $02019Assets 2020: $6,064,157Liabilities 2020: $0Net Assets 2020: $6,064,1572020Assets 2021: $10,810,681Liabilities 2021: $0Net Assets 2021: $10,810,6812021Assets 2022: $6,733,551Liabilities 2022: $0Net Assets 2022: $6,733,5512022Assets 2023: $2,868,155Liabilities 2023: $12023Assets 2024: $4,067,064Liabilities 2024: $0Net Assets 2024: $4,067,0642024

Latest loaded filing

2024

Assets$4,067,064
Liabilities$0
Net Assets$4,067,064
Open 2024 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2019: $3,043,713Expenses 2019: $0Net Income 2019: $3,043,7132019Revenue 2020: $5,752,332Expenses 2020: $257,283Net Income 2020: $5,495,0492020Revenue 2021: $5,281,659Expenses 2021: $455,418Net Income 2021: $4,826,2412021Revenue 2022: $111,334Expenses 2022: $4,116,266Net Income 2022: -$4,004,9322022Revenue 2023: $361,011Expenses 2023: $3,185,339Net Income 2023: -$2,824,3282023Revenue 2024: $1,007,782Expenses 2024: $1,353,556Net Income 2024: -$345,7742024

Latest loaded filing

2024

Revenue$1,007,782
Expenses$1,353,556
Net Income-$345,774
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
The Coolidge Foundation
EIN
84-6914930
Phone
4159812966
Address
8915 GAYLORD DRIVE, HOUSTON, TX 77024

Signing Officer

Name
David L Coolidge
Title
Trustee
Phone
4159812966
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
5847 SAN FELIPE STREET SUITE 4400, HOUSTON, TX 77057
Preparer
Jason C Graham
Phone
8324634030
Raw XML Appendix119 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
IRS990T/AddressChangeInd0X
IRS990T/BalanceDueAmt0524
IRS990T/BooksInCareOfDetail/PersonNm0ANDERSEN TAX LLC
IRS990T/BooksInCareOfDetail/PhoneNum08324634030
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt05847 SAN FELIPE STREET SUITE 4400
IRS990T/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd077057
IRS990T/BookValueAssetsEOYAmt06983576
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt023
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/DeductionSetAsidesAmt06651
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc0INTEREST INCOME
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeAmt071
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeDeductionAmt06651
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeSetAsidesAmt00
IRS990TScheduleA/NetInvestmentIncomeAmt0-6580
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/PrincipalBusinessActivityCd1525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt06651
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt071
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt04690
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-6580
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt14690
IRS990TScheduleA/TotUnrltTrdBusIncmAmt071
IRS990TScheduleA/TotUnrltTrdBusIncmAmt14690
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt06651
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0PRIME STORAGE FUND III-R, LP
IRS990TScheduleA/TradeOrBusinessDesc1RMWC CREDIT ALPHA FUND, LP
IRS990TScheduleA/UBIBeforeNOLDedAmt0-6580
IRS990TScheduleA/UBIBeforeNOLDedAmt14690
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-6580
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt14690
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt0501
IRS990T/TaxLessCreditsAmt0501
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0501
IRS990T/TotalTaxComputationAmt0501
IRS990T/TotalUBTIAmt03690
IRS990T/TotalUBTIBeforeNOLSpecificAmt04690
IRS990T/TotalUBTIBeforeSection199AAmt04690
IRS990T/TotalUBTIComputedAmt04690
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L COOLIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04159812966
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COOLIDGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0COOL
ReturnHeader/Filer/EIN0846914930
ReturnHeader/Filer/PhoneNum04159812966
ReturnHeader/Filer/USAddress/AddressLine1Txt08915 GAYLORD DRIVE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05847 SAN FELIPE STREET SUITE 4400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077057
ReturnHeader/PreparerPersonGrp/PhoneNum08324634030
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON C GRAHAM
ReturnHeader/ReturnTs02023-11-14T09:56:20-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOLIDGE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • 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
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.00$4.07$1.01$1.35$0.35
2023Summary only. Only limited summary data is available for this year.$2.87$0.00$0.36$3.19$2.82
2022Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.11$4.12$4.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$5.28$0.46$4.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.00$6.06$5.75$0.26$5.50
2019Summary only. Only limited summary data is available for this year.$3.06$0.00$3.04$0.00$3.04