Civic Intelligence

Arthur & Carlyse Ciocca Charitable Foundation

990PF • Fiscal year 2017 • EIN 94-3279919

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 01, 2018

Organization Profile
315 Montgomery Street 9th FloorSan Francisco, CA 94104

(650) 210-5000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

7th percentile

-67%

Higher net margin than 7% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

6th percentile

-17%

Faster asset growth than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

47th percentile

3.3%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,573,830

Down $695,170 (-31%) from 2015

Net Assets

$1,573,830

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Up

$1,890,238

Up $120,449 (+6.8%) from 2015

Expenses

Up

$3,154,295

Up $1,203,511 (+62%) from 2015

Net Income

Down

-$1,264,057

Down $1,083,062 (-598%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,378,231Liabilities 2011: $02011Assets 2012: $1,805,838Liabilities 2012: $02012Assets 2013: $2,879,356Liabilities 2013: $02013Assets 2014: $2,449,995Liabilities 2014: $02014Assets 2015: $2,269,000Liabilities 2015: $02015Assets 2017: $1,573,830Liabilities 2017: $0Net Assets 2017: $1,573,8302017Assets 2018: $608,947Liabilities 2018: $0Net Assets 2018: $608,9472018Assets 2019: $826,071Liabilities 2019: $0Net Assets 2019: $826,0712019Assets 2020: $781,469Liabilities 2020: $0Net Assets 2020: $781,4692020Assets 2021: $761,482Liabilities 2021: $0Net Assets 2021: $761,4822021Assets 2022: $5,796,981Liabilities 2022: $0Net Assets 2022: $5,796,9812022Assets 2023: $4,752,946Liabilities 2023: $0Net Assets 2023: $4,752,9462023Assets 2024: $5,910,947Liabilities 2024: $0Net Assets 2024: $5,910,9472024

Highlighted filing

2017

Assets$1,573,830
Liabilities$0
Net Assets$1,573,830
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,068,319Expenses 2011: $1,373,122Net Income 2011: -$304,8032011Revenue 2012: $656,864Expenses 2012: $2,229,257Net Income 2012: -$1,572,3932012Revenue 2013: $2,218,749Expenses 2013: $1,145,231Net Income 2013: $1,073,5182013Revenue 2014: $1,566,969Expenses 2014: $1,996,330Net Income 2014: -$429,3612014Revenue 2015: $1,769,789Expenses 2015: $1,950,784Net Income 2015: -$180,9952015Revenue 2017: $1,890,238Expenses 2017: $3,154,295Net Income 2017: -$1,264,0572017Revenue 2018: $281,277Expenses 2018: $1,246,160Net Income 2018: -$964,8832018Revenue 2019: $5,541,286Expenses 2019: $5,324,162Net Income 2019: $217,1242019Revenue 2020: $312,558Expenses 2020: $357,160Net Income 2020: -$44,6022020Revenue 2021: $9,088Expenses 2021: $29,075Net Income 2021: -$19,9872021Revenue 2022: $5,948,835Expenses 2022: $913,336Net Income 2022: $5,035,4992022Revenue 2023: -$673,295Expenses 2023: $370,740Net Income 2023: -$1,044,0352023Revenue 2024: $1,700,263Expenses 2024: $542,262Net Income 2024: $1,158,0012024

Highlighted filing

2017

Revenue$1,890,238
Expenses$3,154,295
Net Income-$1,264,057
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 1, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLYSE CIOCCAPresident-$0--
ARTHUR CIOCCASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Arthur & Carlyse Ciocca Charitable Foundation
EIN
94-3279919
In Care Of
% ARTHUR CIOCCA
Phone
6502105000
Address
315 MONTGOMERY STREET 9TH FLOOR, SAN FRANCISCO, CA 94104

Signing Officer

Name
Arthur a Ciocca
Title
Secretary
Signed
2018-04-01
Discuss with paid preparer
Yes

Preparer

Firm
CTC myCFO LLC
Address
2200 GENG ROAD SUITE 100, PALO ALTO, CA 94303
Preparer
David R Kenyon
Phone
6502105000
Raw XML Appendix313 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
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0264520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1968280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt088100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11232880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0NXT ENERGY SOLUTIONS - 100,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CHARLES SCHWAB CORP - 24,000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt011036
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt063482
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt074518
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt074518
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0643166
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03154100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03154100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01815720
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011036
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011036
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1264057
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0910727
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt063482
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0654202
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03154100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03154295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0654202
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01890238
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt063705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt176446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2127410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0133796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1192943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2316427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0133796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1192943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2316427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0197501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1269389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2443837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc05,000 SHS CHARLES SCHWAB CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16,000 SHS CHARLES SCHWAB CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210,000 SHS CHARLES SCHWAB CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0643166
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1264057
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01573830
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02837887
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01573830
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0132141
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0132141
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0132141
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0138683
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06542
IRS990PF/DistributableAmountGrp/TotalTaxAmt06542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017919
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017919
IRS990PF/FMVAssetsEOYAmt01662010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0264520
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01232800
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01320980
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02573367
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0341030
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0341030
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02837887
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01573830
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01662010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02837887
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01573830
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02837887
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01573830
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02837887
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01573830
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02815895
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01243951
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01571944
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt042238
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0138683
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02773657
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02815895
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CARLYSE CIOCCA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ARTHUR CIOCCA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0315 MONTGOMERY STREET 9TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1315 MONTGOMERY STREET 9TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194104
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01545532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01552074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01564095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01949667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01942347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01123750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02214253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.557218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.556869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.51131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.615852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.440234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.661827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02773657
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02808730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03813082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03153921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02552621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03345667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03154100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt02.786092
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03147558
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03154100
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt06542
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03154100
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0315 MONTGOMERY STREET 9TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ARTHUR CIOCCA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06502105000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ARTHUR CARLYSE CIOCCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03154100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd099999
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03154100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0132141
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0132141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01472714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01805702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01804957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02023750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02229000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02229000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010129082
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03021959
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01472714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01805702
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01804957
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02023750
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03154100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03021959
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012358082
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09336123
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ARTHUR CARYLSE CIOCCA
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ARTHUR CARLYSE CIOCCA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0315 MONTGOMERY STREET 9TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1315 MONTGOMERY STREET 9TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094104
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194104
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0195
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11815525
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES & LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA ATTORNEY GENERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR A CIOCCA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARTHUR & CARLYSE CIOCCA CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARTH
ReturnHeader/Filer/EIN0943279919
ReturnHeader/Filer/InCareOfNm0% ARTHUR CIOCCA
ReturnHeader/Filer/PhoneNum06502105000
ReturnHeader/Filer/USAddress/AddressLine1Txt0315 MONTGOMERY STREET 9TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CC06C09AD0A926F3E3E290B6304B398FFD6AF336
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CC06C09AD0A926F3E3E290B6304B398FFD6AF336
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId094494920180945000012
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-04-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.96.172.26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CTC myCFO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02200 GENG ROAD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094303
ReturnHeader/PreparerPersonGrp/PhoneNum06502105000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R KENYON
ReturnHeader/ReturnTs02018-04-04T19:56:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,573,830
Liabilities
$0
Net assets
$1,573,830
Revenue
$1,890,238
Expenses
$3,154,295
Net income
-$1,264,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$1.70$0.54$1.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.00$4.75$0.67$0.37$1.04
2022Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$5.95$0.91$5.04
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.01$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.31$0.36$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$5.54$5.32$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.28$1.25$0.96
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.89$3.15$1.26
2015Summary only. Only limited summary data is available for this year.$2.27$0.00$1.77$1.95$0.18
2014Summary only. Only limited summary data is available for this year.$2.45$0.00$1.57$2.00$0.43
2013Summary only. Only limited summary data is available for this year.$2.88$0.00$2.22$1.15$1.07
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$0.66$2.23$1.57
2011Summary only. Only limited summary data is available for this year.$3.38$0.00$1.07$1.37$0.30