Civic Intelligence

Family Foundation Charitable Trust

EIN 94-2938176 • 501(c)3 • San Francisco, CA

Profile

To provide financial support to qualified persons or charities.

155 Montgomery Street 1600San Francisco, CA 94104

www.familycharitabletrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

4.9%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

52%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,181,452

Up $55,608 (+4.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,181,452

Up $55,608 (+4.9%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin82nd percentile

Revenue

Up

$207,702

Up $71,373 (+52%) from 2023

Expenses

Up

$141,459

Up $55,238 (+64%) from 2023

Net Income

Up

$66,243

Up $16,135 (+32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $367,529Liabilities 2011: $02011Assets 2012: $344,183Liabilities 2012: $02012Assets 2013: $352,156Liabilities 2013: $02013Assets 2014: $507,498Liabilities 2014: $0Net Assets 2014: $507,4982014Assets 2015: $517,390Liabilities 2015: $0Net Assets 2015: $517,3902015Assets 2016: $763,338Liabilities 2016: $0Net Assets 2016: $763,3382016Assets 2017: $920,239Liabilities 2017: $0Net Assets 2017: $920,2392017Assets 2018: $949,425Liabilities 2018: $0Net Assets 2018: $949,4252018Assets 2019: $961,171Liabilities 2019: $0Net Assets 2019: $961,1712019Assets 2020: $970,230Liabilities 2020: $0Net Assets 2020: $970,2302020Assets 2021: $1,016,907Liabilities 2021: $0Net Assets 2021: $1,016,9072021Assets 2022: $1,075,736Liabilities 2022: $0Net Assets 2022: $1,075,7362022Assets 2023: $1,125,844Liabilities 2023: $0Net Assets 2023: $1,125,8442023Assets 2024: $1,181,452Liabilities 2024: $0Net Assets 2024: $1,181,4522024

Highlighted filing

2024

Assets$1,181,452
Liabilities$0
Net Assets$1,181,452
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $40,408Expenses 2011: $46,154Net Income 2011: -$5,7462011Revenue 2012: $35,615Expenses 2012: $58,669Net Income 2012: -$23,0542012Revenue 2013: $31,553Expenses 2013: $23,257Net Income 2013: $8,2962013Revenue 2014: $182,095Expenses 2014: $26,753Net Income 2014: $155,3422014Revenue 2015: $39,033Expenses 2015: $29,141Net Income 2015: $9,8922015Revenue 2016: $330,453Expenses 2016: $84,505Net Income 2016: $245,9482016Revenue 2017: $220,252Expenses 2017: $63,351Net Income 2017: $156,9012017Revenue 2018: $94,212Expenses 2018: $61,331Net Income 2018: $32,8812018Revenue 2019: $101,557Expenses 2019: $89,811Net Income 2019: $11,7462019Revenue 2020: $111,859Expenses 2020: $102,800Net Income 2020: $9,0592020Revenue 2021: $147,759Expenses 2021: $101,082Net Income 2021: $46,6772021Revenue 2022: $138,386Expenses 2022: $79,557Net Income 2022: $58,8292022Revenue 2023: $136,329Expenses 2023: $86,221Net Income 2023: $50,1082023Revenue 2024: $207,702Expenses 2024: $141,459Net Income 2024: $66,2432024

Highlighted filing

2024

Revenue$207,702
Expenses$141,459
Net Income$66,243
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,181,452
Liabilities
$0
Net assets
$1,181,452
Revenue
$207,702
Expenses
$141,459
Net income
$66,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.21$0.14$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.14$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.14$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.15$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.11$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.10$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.22$0.06$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.33$0.08$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.04$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.18$0.03$0.16
2013Summary only. Only limited summary data is available for this year.$0.35$0.00$0.03$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$0.34$0.00$0.04$0.06$0.02
2011Summary only. Only limited summary data is available for this year.$0.37$0.00$0.04$0.05$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 17, 2025
Return Version
2024v5.1
Gross Receipts
$764,772
Mission and Program Overview

Mission

To provide financial support to qualified persons or charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,125,844$1,181,452▲ $55,608
Investments Other Securities$956,009$1,059,821▲ $103,812
Cash and Non-Interest-Bearing Accounts$148,985$121,631▼ $27,354
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,125,844$1,181,452▲ $55,608
Other Assets Total$20,850$0▼ $20,850
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,125,844$1,181,452▲ $55,608
Total Liabilities and Net Assets / Fund Balance$1,125,844$1,181,452▲ $55,608

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$50,739--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Peter SullivanChairman
Dennis McquaidVice Chairman
Al ZemskyDirector
Clifford LavineDirector
Dave BennettDirector
David SageDirector
Dick SeslerDirector
Henry KlyceDirector
Howard KaltDirector
James HaverkampDirector
John BitoffDirector
Ken LewisDirector
Mark RawlinsDirector
Richard RozenDirector
Timothy MorganDirector
Michael BerubeSecretary
John MurrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$94,695
Program Service Revenue
$0
Investment Income
$113,007
Other Revenue
$0
All Other Contributions
$94,695
Change in Net Assets
$66,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$123,700
Other Expenses$17,759
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$83,700--$83,700
Grants to Domestic Orgs$40,000--$40,000
Fees for Service Investment Mgmnt Fees-$6,874-$6,874
Fees for Services Accounting-$4,150-$4,150
Information Technology-$3,340-$3,340
Insurance-$1,527-$1,527
Fees for Services Other-$1,377-$1,377
Other Expenses-$75-$75
Total Functional Expenses$123,700$17,759$0$141,459
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Aggregate of Grants Less Than 5000 Per Recipient--To Provide Financial Support to Qualified Organization.$40,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“This organization has no committees.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is presented to officers for review before it is filed with the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request and on the organization's website, www.familyfoundationcharitabletrust.org.”

Filing and Contact Details

Filer

Filer Name
Family Foundation Charitable Trust
EIN
94-2938176
Phone
4157130325
Address
155 MONTGOMERY STREET 1600, SAN FRANCISCO, CA 94104

Signing Officer

Name
John Murray
Title
Treasurer
Phone
4157130325
Signed
2025-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Sullivan
Formed
1984
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Sensiba Llp
Address
2700 CAMINO RAMON SUITE 140, SAN RAMON, CA 94583
Preparer
Jennifer Silvas
Phone
9252718700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Due to prior period adjustment and to report investment at cost -10,635.”

Raw XML AppendixShowing 400 of 538 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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