Heramb Charitable Foundation

990PF • Fiscal year 2019 • EIN 20-2021881

Dec 01, 2018 to Nov 30, 2019 • Filed on Feb 02, 2020

Organization Profile

6645 Norman LaneSan Diego, CA 92120

(619) 261-5969

Siviq Scores

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

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

71%

Higher net margin than 94% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

19%

Faster asset growth than 75% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

18%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets59th percentile

Assets

$284,619

Up $45,776 (+19%) from 2018

Net Assets

$284,619

Up $45,776 (+19%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin94th percentile

Revenue

$64,732

Up $9,953 (+18%) from 2018

Expenses

Down

$18,956

Down $33,700 (-64%) from 2018

Net Income

$45,776

Up $43,653 (+2056%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

Highlighted filing

2019

Assets$284,619

Liabilities$0

Net Assets$284,619

Open 2019 Filing

Operations Trend

Revenue Growth72nd percentile

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

Highlighted filing

2019

Revenue$64,732

Expenses$18,956

Net Income$45,776

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2018 to Nov 30, 2019
Signed: Feb 2, 2020
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Brent R Heramb	President	-	$0	-	-
Lora D Heramb	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Heramb Charitable Foundation
EIN: 20-2021881
Phone: 6192615969
Address: 6645 Norman Lane, San Diego, CA 92120

Signing Officer

Name: Brent R Heramb
Title: President
Signed: 2020-02-02
Discuss with paid preparer: Yes

Preparer

Firm: Brent R Heramb a Professional Corporation
Address: 6645 Norman Ln, SAN DIEGO, CA 92120-3948
Preparer: Brent R Heramb
Phone: 6192615969

Raw XML Appendix324 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	25909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	83993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	168976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	Vanguard Strategic Equity Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	Vanguard Tax Managed Small Cap Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	Vanguard 500 Index Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	Vanguard Tax- Managed Balance Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	203718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	158381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	116725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt	0	6523
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	48209
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	54732
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	54732
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	7801
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	48209
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	18625
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	18625
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	10000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	6523
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	6523
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	6523
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	45776
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	135520
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	48209
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	54732
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	1278
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	25
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	7801
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	18625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	18956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	54732
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	64732
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2007-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	10317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	71617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	5377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	1278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	42308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	4623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	1278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	42308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	4623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	11595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	113925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	10000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	306.421 vanguard Strategic Equity Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	3403.784 vanguard Strategic Equity Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	38.733 Vanguard 500 Index Fund Adm
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2019-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2019-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2019-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	48209
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	1278
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	45776
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	284619
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	238843
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	284619
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	20506
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	20506
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	20506
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	21601
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1095
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	9
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	1095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	1104
IRS990PF/FMVAssetsEOYAmt	0	484564
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	4696
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	5740
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	5740
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	1
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	234147
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	278878
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	478824
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	238843
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	284619
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	484564
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	238843
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	284619
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	238843
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	284619
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	238843
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	284619
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	438590
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	6926
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	431664
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	6579
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	21601
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	432011
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	438590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	4.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	4.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Brent R Heramb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Lora D Heramb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	6645 Norman Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	6645 Norman Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	92120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	92120
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	26027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	26574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	18625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	46750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	22250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	16250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	13912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.060245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.04354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.11196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.05922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.04553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.04098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	432011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	427784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	417576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	375749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	356886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	339467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	18625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.301224
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	18625
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	18625
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	18625
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	6645 Norman Lane
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	San Diego
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	92120
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Brent R Heramb
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6192615969
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Brent R Heramb
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	Lora D Heramb
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	3200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	BIA Cares Charitable Fndn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Home of Guiding Hands
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	Copley-Price Family YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	Sharp Memorial Hospital Auxiliary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	Thursday Club Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	9201 Spectrum Center Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1908 Friendship Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	4300 El Cajon Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	7901 Frost Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	1224 Santa Barbara Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	El Cajon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	92105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	92123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	92107
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	18625
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	18625
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	20506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	1881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	31157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	14136
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	1881
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	43412
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	31157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	12255
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	18625
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	43412
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	45293
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Doris E Heramb
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	5551 Toyon Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	San Diego
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	92115
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	10000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Secretary of State filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	25
TaxesSchedule/TaxesDetail/Amt	0	10
TaxesSchedule/TaxesDetail/Amt	1	296
TaxesSchedule/TaxesDetail/CategoryTxt	0	CA FTB Form 199 (2017)
TaxesSchedule/TaxesDetail/CategoryTxt	1	IRS Form 990PF (2017)
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Brent R Heramb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Heramb Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	HERA
ReturnHeader/Filer/EIN	0	202021881
ReturnHeader/Filer/PhoneNum	0	6192615969
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	6645 Norman Lane
ReturnHeader/Filer/USAddress/CityNm	0	San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92120
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	330856313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BRENT R HERAMB A PROFESSIONAL CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	6645 Norman Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	921203948
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6192615969
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Brent R Heramb
ReturnHeader/ReturnTs	0	2020-02-02T14:51:44-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-12-01
ReturnHeader/TaxPeriodEndDt	0	2019-11-30
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $284,619
Liabilities: $0
Net assets: $284,619
Revenue: $64,732
Expenses: $18,956
Net income: $45,776

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$4.97	$0.00	$4.97	$0.53	$0.11	$0.42
2023Summary only. Only limited summary data is available for this year.	$4.64	$0.00		$1.57	$0.11	$1.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.18	$0.00	$3.18	$0.29	$0.14	$0.16
2021Detailed filing. Detailed filing data is available for this year.	$2.99	$0.00	$2.99	$0.11	$0.01	$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.87	$0.00	$2.87	$0.38	$0.36	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$2.85	$0.00	$2.85	$0.65	$0.19	$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.39	$0.00	$2.39	$0.55	$0.53	$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.37	$0.00	$2.37	$0.41	$0.47	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$2.43	$0.00	$2.43	$0.36	$0.23	$0.13
2015Detailed filing. Detailed filing data is available for this year.	$2.29	$0.00	$2.29	$0.21	$0.16	$0.04
2014Summary only. Only limited summary data is available for this year.	$2.24	$0.00		$0.18	$0.14	$0.04
2013Detailed filing. Detailed filing data is available for this year.	$2.21	$0.00	$2.21		$0.12
2012Detailed filing. Detailed filing data is available for this year.	$2.20	$0.00	$2.20		$0.11
2011Summary only. Only limited summary data is available for this year.	$2.29	$0.00		$0.08	$0.05	$0.03