Civic Intelligence

Ramsay Family Foundation

990PF • Fiscal year 2018 • EIN 94-2415607

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 08, 2019

PO Box 193809San Francisco, CA 94119-3809

(415) 284-8673

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$20,955,970

Up $1,366,914 (+7.0%) from 2017

Net Assets

Up

$20,824,137

Up $1,403,698 (+7.2%) from 2017

Liabilities

Down

$131,833

Down $36,784 (-22%) from 2017

Revenue And Expenses

Revenue

Down

$2,094,686

Down $1,601,472 (-43%) from 2017

Expenses

Up

$710,988

Up $244,509 (+52%) from 2017

Net Income

Down

$1,383,698

Down $1,845,981 (-57%) from 2017

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $6,009,743Liabilities 2011: $825,0002011Assets 2012: $7,923,594Liabilities 2012: $608,9952012Assets 2013: $9,880,127Liabilities 2013: $401,3942013Assets 2014: $12,175,210Liabilities 2014: $1,071,2792014Assets 2015: $14,334,522Liabilities 2015: $845,000Net Assets 2015: $13,489,5222015Assets 2016: $16,335,760Liabilities 2016: $220,000Net Assets 2016: $16,115,7602016Assets 2017: $19,589,056Liabilities 2017: $168,617Net Assets 2017: $19,420,4392017Assets 2018: $20,955,970Liabilities 2018: $131,833Net Assets 2018: $20,824,1372018Assets 2019: $22,502,388Liabilities 2019: $4,150,000Net Assets 2019: $18,352,3882019Assets 2020: $23,585,327Liabilities 2020: $4,585,000Net Assets 2020: $19,000,3272020Assets 2021: $39,669,382Liabilities 2021: $3,623,361Net Assets 2021: $36,046,0212021Assets 2022: $41,825,270Liabilities 2022: $0Net Assets 2022: $41,825,2702022Assets 2023: $43,279,901Liabilities 2023: $0Net Assets 2023: $43,279,9012023Assets 2024: $48,602,077Liabilities 2024: $2,898Net Assets 2024: $48,599,1792024

Highlighted filing

2018

Assets$20,955,970
Liabilities$131,833
Net Assets$20,824,137

Operations Trend

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

$20M$15M$10M$5.0M$0Revenue 2011: $2,143,663Expenses 2011: $419,251Net Income 2011: $1,724,4122011Revenue 2012: $2,305,964Expenses 2012: $396,108Net Income 2012: $1,909,8562012Revenue 2013: $2,386,035Expenses 2013: $426,901Net Income 2013: $1,959,1342013Revenue 2014: $2,965,361Expenses 2014: $680,163Net Income 2014: $2,285,1982014Revenue 2015: $2,906,573Expenses 2015: $735,982Net Income 2015: $2,170,5912015Revenue 2016: $2,944,963Expenses 2016: $943,725Net Income 2016: $2,001,2382016Revenue 2017: $3,696,158Expenses 2017: $466,479Net Income 2017: $3,229,6792017Revenue 2018: $2,094,686Expenses 2018: $710,988Net Income 2018: $1,383,6982018Revenue 2019: $3,027,930Expenses 2019: $1,474,679Net Income 2019: $1,553,2512019Revenue 2020: $2,529,598Expenses 2020: $1,446,659Net Income 2020: $1,082,9392020Revenue 2021: $17,626,035Expenses 2021: $1,625,341Net Income 2021: $16,000,6942021Revenue 2022: $3,622,139Expenses 2022: $1,382,890Net Income 2022: $2,239,2492022Revenue 2023: $2,904,016Expenses 2023: $1,449,385Net Income 2023: $1,454,6312023Revenue 2024: $7,406,773Expenses 2024: $2,087,495Net Income 2024: $5,319,2782024

Highlighted filing

2018

Revenue$2,094,686
Expenses$710,988
Net Income$1,383,698
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 8, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NONIE B RAMSAYPresident & Director-$0--
STEPHEN A RAMSAYCo-Vice President & Director-$0--
ANDREW C RAMSAYCo-Vice President & Director-$0--
SHELDON C RAMSAYDirector-$0--
NANCY S HAIRDirector-$0--
LINDSAY G RAMSAYDirector-$0--
GEORGE T ARGYRISSecretary-$0--
SHU HUANGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ramsay Family Foundation
EIN
94-2415607
Phone
4152848673
Address
PO BOX 193809, SAN FRANCISCO, CA 94119-3809

Signing Officer

Name
Shu Huang
Title
Treasurer
Phone
4152848673
Signed
2019-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Farella Braun Martel Llp
Address
235 MONTGOMERY STREET SUITE 1800, SAN FRANCISCO, CA 94104
Preparer
Barbara a Murphy
Phone
4159544400
Raw XML AppendixShowing 400 of 779 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX & ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1AUDIT FEES
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CompensationExplanation/CompensationExplanationGrp/PersonNm0ALL FOUNDATION OFFICERS
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0ALL FOUNDATION OFFICERS VOLUNTEER THEIR TIME ON AN AS NEEDED BASIS AS IT RELATES TO FOUNDATION MATTERS AND CHOOSE NOT TO BE COMPENSATED FOR THEIR SERVICES.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, LINE 1A(4)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0IRC SEC 4941(D)(2)(E), REG. 53.4941(D)-(3)(C)(2) EX.1
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4LONGLEAF PARTNERS SMALL CAP FUND (70,518.974 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5T ROWE PRICE GROWTH STOCK FUND (133,840.293 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6OTHER COMMON AND PREFERRED STOCKS - DETAILS AVAILABLE UPON REQUEST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NONIE B RAMSAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEPHEN A RAMSAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANDREW C RAMSAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHELDON C RAMSAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4NANCY S HAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5LINDSAY G RAMSAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6GEORGE T ARGYRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7SHU HUANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-VICE PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-VICE PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO BOX 193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO BOX 193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7PO BOX 193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0941193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1941193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2941193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3941193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4941193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5941193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd6941193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd7941193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0981942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01002550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0404969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0905140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0698131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0640155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0403435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.018728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt020608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt024793380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt021623478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt017366457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt015624458
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt014219015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt010765952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0635869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.198024
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0635869
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0635869
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0635869
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TREASURER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0199 FREMONT STREET 22ND FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04152848673
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONIE B RAMSAY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt075000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE EXPANDING POSSIBILITIES CAPITAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0THE CAREY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0ONE CAREY SCHOOL LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0SAN MATEO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd0944031299
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt83000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt102500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt123000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1512500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1720000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1815000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2330000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt245000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2530000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2715000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt295000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt337500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt347500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt352000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3637800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HELP BRIDGE THE HEALTHCARE GAP THROUGHOUT THE SAN FRANCISCO BAY AREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE SCHOLAR AWARD FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22018/19 ARTS EDUCATION & OUTREACH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO HELP PROVIDE PROGRAM SUPPORT THROUGH SCHOLARSHIPS FOR THE STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT THE STATE-MANDATED SEISMIC RETROFIT-PRESERVATION PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt52017/18 ANNUAL FUND FOR STUDENT SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt62015 PLEDGE (4 OF 5): SERVONS FUND, WHICH HELPS PROVIDE SABBATICALS & EDUCATIONAL OPPORTUNITIES FOR THE FACULTY MEMBERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO SUPPORT THE ANNUAL FUND AND THE COMPUTER SCIENCE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO BENEFIT THE 2018-19 ANNUAL FUND AND THE CLASS OF 2001 DOC INGERSOLL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SUPPORT THE COLLECTION OF DUCK EGGS, INCUBATING THE EGGS, RAISING THE DUCKS TO ADULTHOOD THEN RELEASING THEM INTO THE WILD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SUPPORT THE COMPLETION OF THE CALIFORNIA TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt112016 PLEDGE - SUPPORT THE CAPITAL CAMPAIGN

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$7.41$2.09$5.32
2023Detailed filing. Detailed filing data is available for this year.$43.3$0.00$43.3$2.90$1.45$1.45
2022Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$3.62$1.38$2.24
2021Detailed filing. Detailed filing data is available for this year.$39.7$3.62$36.0$17.6$1.63$16.0
2020Detailed filing. Detailed filing data is available for this year.$23.6$4.59$19.0$2.53$1.45$1.08
2019Detailed filing. Detailed filing data is available for this year.$22.5$4.15$18.4$3.03$1.47$1.55
2018Detailed filing. Detailed filing data is available for this year.$21.0$0.13$20.8$2.09$0.71$1.38
2017Detailed filing. Detailed filing data is available for this year.$19.6$0.17$19.4$3.70$0.47$3.23
2016Detailed filing. Detailed filing data is available for this year.$16.3$0.22$16.1$2.94$0.94$2.00
2015Detailed filing. Detailed filing data is available for this year.$14.3$0.85$13.5$2.91$0.74$2.17
2014Summary only. Only limited summary data is available for this year.$12.2$1.07$2.97$0.68$2.29
2013Summary only. Only limited summary data is available for this year.$9.88$0.40$2.39$0.43$1.96
2012Summary only. Only limited summary data is available for this year.$7.92$0.61$2.31$0.40$1.91
2011Summary only. Only limited summary data is available for this year.$6.01$0.83$2.14$0.42$1.72