Civic Intelligence

M & J Foundation

990PF • Fiscal year 2023 • EIN 20-3525777

Sep 01, 2022 to Aug 31, 2023 • Filed on Dec 12, 2023

Organization Profile
707 Linden AveLos Altos, CA 94022

(650) 948-2268

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

96th percentile

189%

Faster asset growth than 96% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

3366%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$130,579

Up $85,452 (+189%) from 2022

Net Assets

Up

$130,579

Up $85,452 (+189%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin94th percentile

Revenue

Up

$120,612

Up $117,132 (+3366%) from 2022

Expenses

Up

$35,160

Up $24,076 (+217%) from 2022

Net Income

Up

$85,452

Up $93,056 (+1224%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$150K$100K$50K$0Assets 2011: $76,584Liabilities 2011: $02011Assets 2012: $66,317Liabilities 2012: $8192012Assets 2013: $67,693Liabilities 2013: $02013Assets 2014: $55,964Liabilities 2014: $0Net Assets 2014: $55,9642014Assets 2015: $50,094Liabilities 2015: $0Net Assets 2015: $50,0942015Assets 2016: $68,567Liabilities 2016: $0Net Assets 2016: $68,5672016Assets 2017: $67,917Liabilities 2017: $0Net Assets 2017: $67,9172017Assets 2018: $61,232Liabilities 2018: $0Net Assets 2018: $61,2322018Assets 2019: $60,489Liabilities 2019: $0Net Assets 2019: $60,4892019Assets 2020: $54,826Liabilities 2020: $02020Assets 2021: $52,731Liabilities 2021: $0Net Assets 2021: $52,7312021Assets 2022: $45,127Liabilities 2022: $0Net Assets 2022: $45,1272022Assets 2023: $130,579Liabilities 2023: $0Net Assets 2023: $130,5792023Assets 2024: $111,628Liabilities 2024: $2,132Net Assets 2024: $109,4962024

Highlighted filing

2023

Assets$130,579
Liabilities$0
Net Assets$130,579
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $46,000Expenses 2011: $40,808Net Income 2011: $5,1922011Revenue 2012: $34,393Expenses 2012: $45,479Net Income 2012: -$11,0862012Revenue 2013: $47,867Expenses 2013: $45,672Net Income 2013: $2,1952013Revenue 2014: $19,600Expenses 2014: $31,329Net Income 2014: -$11,7292014Revenue 2015: $50,215Expenses 2015: $56,085Net Income 2015: -$5,8702015Revenue 2016: $37,700Expenses 2016: $19,227Net Income 2016: $18,4732016Revenue 2017: $14,800Expenses 2017: $15,450Net Income 2017: -$6502017Revenue 2018: $7,075Expenses 2018: $13,760Net Income 2018: -$6,6852018Revenue 2019: $9,350Expenses 2019: $10,093Net Income 2019: -$7432019Revenue 2020: $11,050Expenses 2020: $16,713Net Income 2020: -$5,6632020Revenue 2021: $10,200Expenses 2021: $12,295Net Income 2021: -$2,0952021Revenue 2022: $3,480Expenses 2022: $11,084Net Income 2022: -$7,6042022Revenue 2023: $120,612Expenses 2023: $35,160Net Income 2023: $85,4522023Revenue 2024: $0Expenses 2024: $21,083Net Income 2024: -$21,0832024

Highlighted filing

2023

Revenue$120,612
Expenses$35,160
Net Income$85,452
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Dec 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alex LeePresident & CEO-$0--
Tammy WangSecretary-$0--
Filing and Contact Details

Filer

Filer Name
M & J Foundation
EIN
20-3525777
Phone
6509482268
Address
707 LINDEN AVE, LOS ALTOS, CA 94022

Signing Officer

Name
Tammy Wang
Title
Secretary
Signed
2023-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Asam Llp
Address
500 SANSOME ST STE 502, SAN FRANCISCO, CA 94111
Preparer
Asam Llp
Phone
4157882371
Raw XML Appendix301 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
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AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt0240
AccountingFeesSchedule/AccountingFeesDetail/Amt11793
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Expenses
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Tax Filing Fee
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0240
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt11793
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02009-01-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12021-06-16
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22022-06-07
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2272
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt0819
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1299
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt287
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt029647
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1363
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt29
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Condo
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Computer
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Computer
DepreciationSchedule/DepreciationPropertyGrp/Rt00.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt10.1920
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Other Income
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0120612
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02033
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02033
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0120562
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0535
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0535
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0819
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01205
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt085452
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0160000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0120562
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt086383
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt012776
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012836
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0580
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt034179
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0120562
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0120612
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt034179
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034625
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt018551
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt018551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt069904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt030466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0120562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0120562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0160000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Condo
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0120562
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt085452
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0130579
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt045127
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0130579
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06205
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06205
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06205
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07406
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01201
IRS990PF/DistributableAmountGrp/TotalTaxAmt01201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01264
IRS990PF/FMVAssetsEOYAmt0127778
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0391180
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0391180
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt011550
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0127778
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0127778
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01483
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02554
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt030390
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01457
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01071
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01730
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01730
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-346053
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-260601
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt045127
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt045127
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0130579
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt045127
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0130579
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0150384
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt088608
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02256
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt061776
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07406
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0148128
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0150384
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Alex Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Tammy Wang
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0707 Linden Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1707 Linden Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Los Altos
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Los Altos
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194022
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0580
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0580
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0707 LINDEN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ALTOS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094022
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ALEX LEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum06509482268
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Alex Lee
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Tammy Wang
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0295
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KQED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MONTEREY BAY AQUARIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0886 CANNERY ROW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12601 MARIPOSA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093940
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt0580
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02260
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02260
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0580
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02260
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03365
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0725
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt1758
LandEtcSchedule2/LandEtcGrp/BookValueAmt01071
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LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0725
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11829
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01729
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01729
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Repair and Maintenanace
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12475
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3339
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt44639
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt53608
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22475
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt54639
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt645
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt73608
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ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,579
Liabilities
$0
Net assets
$130,579
Revenue
$120,612
Expenses
$35,160
Net income
$85,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.02$1.09$0.00$0.21$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$1.21$0.35$0.85
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.03$0.11$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.10$0.12$0.02
2020Summary only. Only limited summary data is available for this year.$0.55$0.00$0.11$0.17$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.09$0.10$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.07$0.14$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.15$0.15$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.38$0.19$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.50$0.56$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.20$0.31$0.12
2013Summary only. Only limited summary data is available for this year.$0.68$0.00$0.48$0.46$0.02
2012Summary only. Only limited summary data is available for this year.$0.66$0.01$0.34$0.45$0.11
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.46$0.41$0.05