Civic Intelligence

David B and Edward C Goodstein Fdn Co Duben & Natividad Cpas

990PF • Fiscal year 2017 • EIN 13-6098475

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 28, 2018

Organization Profile
9018 Balboa BlvdNorthridge, CA 91325

(650) 289-0270

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

37th percentile

-2.0%

Higher net margin than 37% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

54%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$24,921

Down $5,456 (-18%) from 2016

Net Assets

Down

$24,921

Down $5,456 (-18%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin37th percentile

Revenue

Up

$273,474

Up $95,938 (+54%) from 2016

Expenses

Up

$278,930

Up $110,305 (+65%) from 2016

Net Income

Down

-$5,456

Down $14,367 (-161%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$80K$60K$40K$20K$0Assets 2010: $28,689Liabilities 2010: $0Net Assets 2010: $28,6892010Assets 2011: $23,374Liabilities 2011: $0Net Assets 2011: $23,3742011Assets 2012: $29,143Liabilities 2012: $0Net Assets 2012: $29,1432012Assets 2013: $24,558Liabilities 2013: $0Net Assets 2013: $24,5582013Assets 2014: $13,940Liabilities 2014: $0Net Assets 2014: $13,9402014Assets 2015: $21,466Liabilities 2015: $0Net Assets 2015: $21,4662015Assets 2016: $30,377Liabilities 2016: $0Net Assets 2016: $30,3772016Assets 2017: $24,921Liabilities 2017: $0Net Assets 2017: $24,9212017Assets 2018: $19,104Liabilities 2018: $0Net Assets 2018: $19,1042018Assets 2019: $66,582Liabilities 2019: $0Net Assets 2019: $66,5822019Assets 2020: $44,815Liabilities 2020: $0Net Assets 2020: $44,8152020Assets 2021: $24,735Liabilities 2021: $0Net Assets 2021: $24,7352021Assets 2022: $46,022Liabilities 2022: $0Net Assets 2022: $46,0222022Assets 2023: $32,854Liabilities 2023: $0Net Assets 2023: $32,8542023Assets 2024: $31,689Liabilities 2024: $0Net Assets 2024: $31,6892024

Highlighted filing

2017

Assets$24,921
Liabilities$0
Net Assets$24,921
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $163,2862010Expenses 2011: $106,9412011Expenses 2012: $115,8322012Revenue 2013: $191,689Expenses 2013: $196,274Net Income 2013: -$4,5852013Revenue 2014: $157,270Expenses 2014: $167,888Net Income 2014: -$10,6182014Revenue 2015: $196,624Expenses 2015: $189,098Net Income 2015: $7,5262015Revenue 2016: $177,536Expenses 2016: $168,625Net Income 2016: $8,9112016Revenue 2017: $273,474Expenses 2017: $278,930Net Income 2017: -$5,4562017Revenue 2018: $209,433Expenses 2018: $215,250Net Income 2018: -$5,8172018Revenue 2019: $320,372Expenses 2019: $272,894Net Income 2019: $47,4782019Revenue 2020: $258,498Expenses 2020: $280,265Net Income 2020: -$21,7672020Revenue 2021: $239,901Expenses 2021: $259,981Net Income 2021: -$20,0802021Revenue 2022: $302,180Expenses 2022: $280,893Net Income 2022: $21,2872022Revenue 2023: $199,214Expenses 2023: $225,036Net Income 2023: -$25,8222023Revenue 2024: $81,468Expenses 2024: $82,633Net Income 2024: -$1,1652024

Highlighted filing

2017

Revenue$273,474
Expenses$278,930
Net Income-$5,456
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 28, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD C GOODSTEINTrusteePT$0--
FRANCESCA EASTMANTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
David B and Edward C Goodstein Fdn
EIN
13-6098475
Phone
6502890270
Address
9018 BALBOA BLVD, NORTHRIDGE, CA 91325

Signing Officer

Name
Edward Goodstein
Title
Trustee
Signed
2018-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Sherry L Morris Inc
Address
17231 Halsted St, Northridge, CA 91325
Preparer
Sherry L Morris Crtp
Phone
8186488752
Raw XML Appendix331 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt06445
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Account fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0489
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0489
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0489
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06445
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0489
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0179500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0179500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0272985
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0489
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0489
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0489
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5456
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0489
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt063648
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt029277
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0179500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0278930
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0273474
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt099430
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5456
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt024921
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt030377
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt024921
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05
IRS990PF/DistributableAmountGrp/TotalTaxAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05
IRS990PF/FMVAssetsEOYAmt028875
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04777
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04925
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08880
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt030377
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt024921
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt025600
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019995
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019995
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt030377
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt024921
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt028875
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt030377
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt024921
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt030377
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt024921
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWARD C GOODSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FRANCESCA EASTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09018 BALBOA BLVD 515
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19018 BALBOA BLVD 515
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORTHRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NORTHRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191325
IRS990PF/Organization501c3ExemptPFInd0X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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09018 BALBOA BLVD 515
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTHRIDGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091325
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SHERRY MORRIS
IRS990PF/StatementsRegardingActyGrp/PhoneNum08186488752
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EDWARD C GOODSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt860000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt915000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Atlas fund for Academic programs.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Intern Program.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Strategic planning fund and board training/fundraising Lifeimpact Plan.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt330th Birthday celebration.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Research and academic program.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt510th Anniversary Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Council of 100 level for annual operating support and annual purchase of art for permanent collection.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Memory of Kathleen O'Connell and in honor of Sister Francesca. Loaves and Fishes Program.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8WCMA Exhibitions and Publications
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9MC2-Creative Arts Therapy Program.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Bay area youth enrichment summer program for underpriviledged middle schoolers.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Wilbraham Monson Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Music at Menlo - Menlo School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Redwood City Public Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Ronald C Wornick Jewish Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4The Clark Art Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Music at Menlo School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6San Jose Museum of Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Dominican Sisters
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Williams College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9UCSF Benioff Children's Hospitals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Aim High
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Director
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0423 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt150 Valparaiso Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21044 Middlefield Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3800 Foster City Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4225 So Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt550 Valparaiso Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6110 South Market Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt761 Lisbon Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt875 Park Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9Box 45339
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO Box 410715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Wilbraham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Atherton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Redwood City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Foster City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Williamstown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Atherton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6San Jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Sabattus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Williamstown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001095
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401267
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd695113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd704280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd801267
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd994144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1094141
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0179500
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt092800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0132300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0106200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0140500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt066600
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt066600
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0651300
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0179500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt092800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0132300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0106200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0140500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0179500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0179500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0717900
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0538400
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Edward Goodstein
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09018 Balboa Blvd 515
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Northridge
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091325
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0272985
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Computer expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Maintenance fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025117
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14160
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Edward Goodstein
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt09018 Balboa Blvd 515
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Northridge
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd091325
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes and filing fees
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD GOODSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID B AND EDWARD C GOODSTEIN FDN
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0136098475
ReturnHeader/Filer/PhoneNum06502890270
ReturnHeader/Filer/USAddress/AddressLine1Txt09018 BALBOA BLVD
ReturnHeader/Filer/USAddress/CityNm0NORTHRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091325
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273140048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sherry L Morris Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017231 Halsted St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northridge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091325
ReturnHeader/PreparerPersonGrp/PhoneNum08186488752
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRY L MORRIS CRTP
ReturnHeader/ReturnTs02018-02-28T14:55:34-08:00
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
$24,921
Liabilities
$0
Net assets
$24,921
Revenue
$273,474
Expenses
$278,930
Net income
-$5,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.81$0.83$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$1.99$2.25$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$3.02$2.81$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$2.40$2.60$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$2.58$2.80$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$3.20$2.73$0.47
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$2.09$2.15$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$2.73$2.79$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.78$1.69$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.97$1.89$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.57$1.68$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$1.92$1.96$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.16
2011Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.07
2010Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$1.63