Civic Intelligence

Semper Charitable Foundation

990PF • Fiscal year 2014 • EIN 13-3190113

Sep 01, 2013 to Aug 31, 2014 • Filed on Jul 07, 2015

Organization Profile
1733 Fir Hill DriveSaint Helena, CA 94574

(707) 339-0161

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

100th percentile

583%

Higher net margin than 100% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

85th percentile

$81,250

Higher top officer pay than 85% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

8th percentile

-17%

Faster asset growth than 8% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$653,039

Down $136,695 (-17%) from 2013

Net Assets

$653,039

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$31,215

Down $35,772 (-785%) from 2013

Expenses

Up

$150,819

Up $52,011 (+53%) from 2013

Net Income

Down

-$182,034

Down $87,783 (-93%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,020,320Liabilities 2011: $02011Assets 2012: $1,048,622Liabilities 2012: $02012Assets 2013: $789,734Liabilities 2013: $02013Assets 2014: $653,039Liabilities 2014: $0Net Assets 2014: $653,0392014Assets 2015: $560,723Liabilities 2015: $0Net Assets 2015: $560,7232015Assets 2016: $455,408Liabilities 2016: $9,975Net Assets 2016: $445,4332016Assets 2017: $406,842Liabilities 2017: $5,955Net Assets 2017: $400,8872017Assets 2018: $297,579Liabilities 2018: $1,942Net Assets 2018: $295,6372018Assets 2019: $253,802Liabilities 2019: $4,909Net Assets 2019: $248,8932019Assets 2020: $243,454Liabilities 2020: $0Net Assets 2020: $243,4542020Assets 2021: $272,826Liabilities 2021: $1,450Net Assets 2021: $271,3762021Assets 2022: $248,160Liabilities 2022: $14Net Assets 2022: $248,1462022Assets 2023: $263,067Liabilities 2023: $5,000Net Assets 2023: $258,0672023Assets 2024: $278,209Liabilities 2024: $0Net Assets 2024: $278,2092024

Highlighted filing

2014

Assets$653,039
Liabilities$0
Net Assets$653,039
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2011: $195,883Expenses 2011: $98,661Net Income 2011: $97,2222011Revenue 2012: $58,651Expenses 2012: $96,415Net Income 2012: -$37,7642012Revenue 2013: $4,557Expenses 2013: $98,808Net Income 2013: -$94,2512013Revenue 2014: -$31,215Expenses 2014: $150,819Net Income 2014: -$182,0342014Revenue 2015: $1,509Expenses 2015: $93,825Net Income 2015: -$92,3162015Revenue 2016: $2,633Expenses 2016: $86,496Net Income 2016: -$83,8632016Revenue 2017: $10,837Expenses 2017: $65,932Net Income 2017: -$55,0952017Revenue 2018: $29,076Expenses 2018: $113,485Net Income 2018: -$84,4092018Revenue 2019: $28,817Expenses 2019: $90,288Net Income 2019: -$61,4712019Revenue 2020: $10,146Expenses 2020: $24,165Net Income 2020: -$14,0192020Revenue 2021: $25,515Expenses 2021: $11,380Net Income 2021: $14,1352021Revenue 2022: $11,613Expenses 2022: $34,843Net Income 2022: -$23,2302022Revenue 2023: $32,261Expenses 2023: $22,340Net Income 2023: $9,9212023Revenue 2024: $36,965Expenses 2024: $16,823Net Income 2024: $20,1422024

Highlighted filing

2014

Revenue-$31,215
Expenses$150,819
Net Income-$182,034
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jul 7, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY C AGEEDirectorPT$81,250-$81,250
WILLIAM J AGEEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFADICATO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-WASHINGTON, DC, US$10,000
Paid GrantSAINT HELENA VOLUNTEER FIRE DEPARTMENTTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$5,060
Paid GrantSAINT HELENA HOSPITALTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$5,000
Paid GrantST HELENA HOSPITAL FOUNDATIONTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$5,000
Paid GrantUS NAVY SEALS FOUNDATIONTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-VIRGINIA BEACH, VA, US$5,000
Paid GrantNAPA VALLEY HOSPICETO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-NAPA, CA, US$4,288
Paid GrantSAINT HELENA HOSPITAL FOUNDATIONTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$3,100
Paid GrantJDRF (DIABETES)TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-VIRGINIA BEACH, VA, US$2,500
Paid GrantNV RESETTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-CALISTOGA, CA, US$2,500
Paid GrantNV RESETTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-CALISTOGA, CA, US$1,800
Paid GrantORDER OF MALTATO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-SANFRANCISCO, CA, US$1,650
Paid GrantCLINICA VERDETO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ANGWIN, CA, US$1,000
Paid GrantHARVARD BUSINESS SCHOOLTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-BOSTON, MA, US$1,000
Paid GrantHUMAN LIFE REVIEWTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-NEW YORK, NY, US$1,000
Paid GrantMORE TO LIFE FOUNDATIONTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-REDWOOD CITY, CA, US$1,000
Paid GrantNAPA VALLEY HOSPICETO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-NAPA, CA, US$1,000
Paid GrantNATIONAL LEADERSHIP ROUNDTABLETO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-WASHINGTON, DC, US$1,000
Paid GrantNATIONAL LEADERSHIP ROUNDTABLETO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-WASHINGTON, DC, US$1,000
Paid GrantSAINT HELENA MONTESSORITO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$1,000
Paid GrantFADICATO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-WASHINGOTN, DC, US$700
Paid GrantSAINT HELENA VOLUNTEER FIRE DEPARTMENTTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$700
Paid GrantCARMELITE HOUSE OF PRAYERTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-OAKVILLE, CA, US$500
Paid GrantCRS CATHOLIC RELIEFTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-OAKLAND, CA, US$500
Paid GrantSAINT HELENA BOYS AND GIRLS CLUBTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$500
Paid GrantWHAT IF FOUNDATIONTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$500
Paid GrantGRACE CHURCHTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$486
Paid GrantSTEVENSON MUSEUM AND LIBRARYTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$452
Paid GrantSAINT HELENA VOLUNTEER FIRE DEPARTMENTTO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-ST HELENA, CA, US$375
Paid GrantCLINIC OLETO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-NAPA, CA, US$200
Paid GrantMARIAN SISTERS OF SANTA ROSATO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.-SANTA ROSA, CA, US$100
Filing and Contact Details

Filer

EIN
13-3190113
Phone
7073390161

Signing Officer

Name
William J Agee
Title
Director
Phone
7073390161
Signed
2015-07-07
Discuss with paid preparer
Yes

Preparer

Preparer
Wendell R Coats
Phone
7072247948
Raw XML AppendixShowing 400 of 631 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02464
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01232
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0WELLS FARGO INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACK TUX INVESMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010556
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-41771
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-31215
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-31215
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01232
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01232
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02464
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt040625
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040625
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt081250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt058911
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt058911
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010556
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010556
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-182034
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0570562
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-41771
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt05034
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt05034
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0673
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0682
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0417
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0417
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01031
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01031
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0107506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt043314
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0150819
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-31215
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt048595
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt043314
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt091908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt027795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt146242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt252000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt352000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt441288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt514220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt657037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt713098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt814277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt913070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1118640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt127456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13253343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-14435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-9968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-5519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-11997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-2680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-1072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt136972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-14435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-9968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-5519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-11997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-2680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-1072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt136972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt013360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt136274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt249449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt346481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt429291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt512420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt655567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt713850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt814935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt914680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1115960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt126384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13260315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ALON USA PARTNERS LO UT LTD PARTNERHSIP INT ALDW - 1000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CVR REFINING LP UT LTD PARTNERSHIP INT - 1500 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NORTHERN TIER ENERGY LP - 2500 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NORTHERN TIER ENERGY LP - 2500 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4AMERICAN CAPITAL AGENCY CORP - 1300 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5NEW YORK MORTGAGE TRUST INC - 2000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PROSPECT CAPITAL CORP - 5000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SANDRIDGE MISSISSIPPIAN - 1000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SANDRIDGE PERMIAN TRUST - 1000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SANDRIDGE MISSISSIPPIAN - 1000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10WESTERN ASSET MORTGAGE CAPITAL CORP - 100 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11WESTERN ASSET MORTGAGE CAPITAL CORP - 1000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12WESTERN ASSET MORTGAGE CAPITAL CORP - 400 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13APPLE INC - 500 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-41771
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-182034
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt045339
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0653039
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0789734
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0653039
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt033682
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt033682
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt033682
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033682
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0653039
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt046770
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt046089
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt046089
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0469511
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0789734
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0653039
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt098453
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0506950
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0506950
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0789734
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0653039
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0653039
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0789734
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0653039
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0789734
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0653039
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0683888
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0349132
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0234756
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010258
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0100000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt033682
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0673630
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0683888
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt081250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY C AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM J AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine101733 FIR HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine111733 FIR HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0ST HELENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1ST HELENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode094574
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode194574
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt098419
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt098419
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt096015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.146103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.146103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0673630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0657173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0107506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.146103
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0107506
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0107506
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0107506
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/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/IndividualWithBooksNm0WILLIAM J AGEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101733 FIR HILL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0ST HELENA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode094574
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07072252198
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt124288
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt141000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt162500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt195000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt201000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt245000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt255000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt263100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27452
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt29500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29TO BE USED TO FURTHER THE PURPOSES OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10CARMELITE HOUSE OF PRAYER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11CLINICA VERDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12CRS CATHOLIC RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13FADICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14FADICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15GRACE CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16HARVARD BUSINESS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17HUMAN LIFE REVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine18JDRF (DIABETES)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine19MARIAN SISTERS OF SANTA ROSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine110MORE TO LIFE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine111NAPA VALLEY HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine112NAPA VALLEY HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine113NATIONAL LEADERSHIP ROUNDTABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine114NATIONAL LEADERSHIP ROUNDTABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine115NV RESET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine116NV RESET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine117ORDER OF MALTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine118SAINT HELENA BOYS AND GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine119SAINT HELENA HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine120SAINT HELENA MONTESSORI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine121SAINT HELENA VOLUNTEER FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine122SAINT HELENA VOLUNTEER FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine123SAINT HELENA VOLUNTEER FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine124ST HELENA HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine125US NAVY SEALS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine126SAINT HELENA HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine127STEVENSON MUSEUM AND LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine128CLINIC OLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine129WHAT IF FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
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Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$653,039
Liabilities
$0
Net assets
$653,039
Revenue
-$31,215
Expenses
$150,819
Net income
-$182,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.04$0.02$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.26$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01$0.03$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.03$0.01$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.01$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.03$0.09$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.03$0.11$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.01$0.40$0.01$0.07$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.01$0.45$0.00$0.09$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.00$0.09$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.03$0.15$0.18
2013Summary only. Only limited summary data is available for this year.$0.79$0.00$0.00$0.10$0.09
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.06$0.10$0.04
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.20$0.10$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $500k-$1M nonprofits