Civic Intelligence

Newton and Rochelle Becker Charitable Trust

990PF • Fiscal year 2018 • EIN 20-3822168

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile

View Organization Page

700 Larkspur Landing Circle No 199Larkspur, CA 94939

(415) 461-4260

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

27th percentile

-0.0%

Higher net margin than 27% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

65th percentile

$502,985

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

5th percentile

-11%

Faster asset growth than 5% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-72%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$126,195,074

Down $16,281,380 (-11%) from 2017

Net Assets

Down

$126,102,774

Down $16,260,003 (-11%) from 2017

Liabilities

Down

$92,300

Down $21,377 (-19%) from 2017

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin27th percentile

Revenue

Down

$6,580,515

Down $16,552,454 (-72%) from 2017

Expenses

Up

$6,582,407

Up $323,698 (+5.2%) from 2017

Net Income

Down

-$1,892

Down $16,876,152 (-100%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$200M$150M$100M$50M$0Assets 2011: $15,179,282Liabilities 2011: $0Net Assets 2011: $15,179,2822011Assets 2012: $27,878,826Liabilities 2012: $12012Assets 2013: $47,372,496Liabilities 2013: $84,101Net Assets 2013: $47,288,3952013Assets 2014: $99,845,980Liabilities 2014: $91,911Net Assets 2014: $99,754,0692014Assets 2015: $113,323,367Liabilities 2015: $83,092Net Assets 2015: $113,240,2752015Assets 2016: $130,073,483Liabilities 2016: $98,411Net Assets 2016: $129,975,0722016Assets 2017: $142,476,454Liabilities 2017: $113,677Net Assets 2017: $142,362,7772017Assets 2018: $126,195,074Liabilities 2018: $92,300Net Assets 2018: $126,102,7742018Assets 2019: $152,037,002Liabilities 2019: $95,485Net Assets 2019: $151,941,5172019Assets 2020: $164,684,568Liabilities 2020: $280,1612020Assets 2021: $179,394,273Liabilities 2021: $412,8942021Assets 2022: $140,411,471Liabilities 2022: $1,252,713Net Assets 2022: $139,158,7582022Assets 2023: $147,846,548Liabilities 2023: $1,143,4002023Assets 2024: $157,378,165Liabilities 2024: $878,522Net Assets 2024: $156,499,6432024

Highlighted filing

2018

Assets$126,195,074
Liabilities$92,300
Net Assets$126,102,774
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$100M$50M$0-$50MExpenses 2011: $813,7922011Revenue 2012: $13,542,275Expenses 2012: $826,822Net Income 2012: $12,715,4532012Revenue 2013: $16,342,490Expenses 2013: $1,426,655Net Income 2013: $14,915,8352013Revenue 2014: $90,044,835Expenses 2014: $5,898,423Net Income 2014: $84,146,4122014Revenue 2015: $4,698,854Expenses 2015: $7,268,633Net Income 2015: -$2,569,7792015Revenue 2016: $4,197,825Expenses 2016: $6,163,860Net Income 2016: -$1,966,0352016Revenue 2017: $23,132,969Expenses 2017: $6,258,709Net Income 2017: $16,874,2602017Revenue 2018: $6,580,515Expenses 2018: $6,582,407Net Income 2018: -$1,8922018Revenue 2019: $5,002,108Expenses 2019: $8,806,285Net Income 2019: -$3,804,1772019Revenue 2020: $6,497,928Expenses 2020: $8,570,161Net Income 2020: -$2,072,2332020Revenue 2021: $14,820,252Expenses 2021: $9,324,755Net Income 2021: $5,495,4972021Revenue 2022: $5,963,859Expenses 2022: $9,311,313Net Income 2022: -$3,347,4542022Revenue 2023: $4,236,959Expenses 2023: $10,626,491Net Income 2023: -$6,389,5322023Revenue 2024: $6,728,803Expenses 2024: $8,612,794Net Income 2024: -$1,883,9912024

Highlighted filing

2018

Revenue$6,580,515
Expenses$6,582,407
Net Income-$1,892
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID BECKERTrustee/Exec. DirectorFT$406,600$96,385$502,985
KEN HAASTrustee-$4,878-$4,878
ANN BECKERTrustee-$3,750-$3,750
Filing and Contact Details

Filer

Filer Name
Newton & Rochelle Becker Charitable
EIN
20-3822168
Phone
4154614260
Address
700 LARKSPUR LANDING CIRCLE NO 199, LARKSPUR, CA 94939

Signing Officer

Name
David Becker
Title
Trustee
Phone
4154614260
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
1900 AVE OF THE STARS 28TH FL, LOS ANGELES, CA 90067
Preparer
Arnold Anisgarten
Phone
3108439700
Raw XML AppendixShowing 400 of 1,416 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-96061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5122596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt64137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7290137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt82332355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1045194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-56989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1250346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-55366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-366618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-22337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-85473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-65110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18726768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0134193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1288313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2581470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3155705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4122596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6290137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74535953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt945194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1050346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116229115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DAVIDSON KEMPNER INT'L (BVI) LTD - LONG TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1US BANK #8360, 8361, 8362, 8363 & 9020 - CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VANGUARD 23 0J AEGQ 0 01 - SHORT TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD 23 0J AEGQ 0 01 - LONG TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4K-1: GQG PARTNERS INT'L EQUITY FUND - SHORT TERM CAPITAL LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5K-1: GQG PARTNERS INT'L EQUITY FUND - LONG TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6K-1: MAKENA CAPITAL SPLITTER X, LP - SHORT TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7K-1: MAKENA CAPITAL SPLITTER X, LP - LONG TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8US BANK #8360, 8361, 8362, 8363 & 9020 - LONG TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9K-1: PEAKROCK CAPITAL CREDIT FUND - SHORT TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10K-1: POLUNIN DEVELOPING COUNTRIES FUND, LLC - LONG TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11K-1: RENAISSANCE INSTITUTIONAL EQUITIES FUND, LLC - SHORT TERM CAPITAL LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12K-1: RENAISSANCE INSTITUTIONAL EQUITIES FUND, LLC - LONG TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13K-1: SOMERSET GLOBAL EMERGING MARKETS FUND, LLC - SHORT TERM CAPITAL LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14K-1: SOMERSET GLOBAL EMERGING MARKETS FUND, LLC - LONG TERM CAPITAL LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15K-1: SEAPORT GLOBAL PROPERTY SECURITIES FUND, LLC - SHORT TERM CAPITAL LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16K-1: SEAPORT GLOBAL PROPERTY SECURITIES FUND, LLC - LONG TERM CAPITAL LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17K-1: POLUNIN DEVELOPING COUNTRIES FUND, LLC - SHORT TERM CAPITAL LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18US BANK #8360, 8361, 8362, 8363 & 9020 - SHORT TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03344711
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1892
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt016729296
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0471185
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0142832070
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0142362777
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0126102774
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06612521
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06612521
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06612521
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06706213
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt093692
IRS990PF/DistributableAmountGrp/TotalTaxAmt093692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt067072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt093692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt093692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt093692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt027309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt067072
IRS990PF/FMVAssetsEOYAmt0125393703
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0113677
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt092300
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03586
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt015061
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt013627
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt011475
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt011475
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt014270
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt014270
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt014270
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0125173890
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0115743722
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0114942351
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0142362777
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0126102774
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt017274667
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010425607
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010425607
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0142476454
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0126195074
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0125393703
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0113677
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt092300
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0142476454
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0126195074
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0142362777
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0126102774
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0136166766
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014205393
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0104911110
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02042501
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt017050263
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06706213
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0134124265
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0136166766
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0177583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1173304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2123010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt032906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt123826
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt215568
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JASON BRZOSKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1DYLAN TATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2JENNIFER CANNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIR. OF OPERATIONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2EXECUTIVE ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0700 LARKSPUR LANDING CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1700 LARKSPUR LANDING CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2700 LARKSPUR LANDING CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LARKSPUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1LARKSPUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2LARKSPUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd294939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ARNOLD & PORTER KAYE SCHOLER LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1COHNREZNICK LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0204411
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt164738
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt251104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt023 ANTIGNOS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd0IS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ProvinceOrStateNm0JERUSALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0NIR BOMS - WORLD FIRST UK LTD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0RESEARCH & PROJECTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1LEGAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2ACCOUNTING SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0601 MASSACHUSETTS AVE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11900 AVENUE OF THE STARS 28TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd020001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd190067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0406600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt13750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt24878
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt096385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID BECKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANN BECKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KEN HAAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/EXEC. DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0700 LARKSPUR LANDING CIRCLE STE 199

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,195,074
Liabilities
$92,300
Net assets
$126,102,774
Revenue
$6,580,515
Expenses
$6,582,407
Net income
-$1,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$157$0.88$156$6.73$8.61$1.88
2023Summary only. Only limited summary data is available for this year.$148$1.14$4.24$10.6$6.39
2022Detailed filing. Detailed filing data is available for this year.$140$1.25$139$5.96$9.31$3.35
2021Summary only. Only limited summary data is available for this year.$179$0.41$14.8$9.32$5.50
2020Summary only. Only limited summary data is available for this year.$165$0.28$6.50$8.57$2.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$152$0.10$152$5.00$8.81$3.80
2018Detailed filing. Detailed filing data is available for this year.$126$0.09$126$6.58$6.58$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$142$0.11$142$23.1$6.26$16.9
2016Detailed filing. Detailed filing data is available for this year.$130$0.10$130$4.20$6.16$1.97
2015Detailed filing. Detailed filing data is available for this year.$113$0.08$113$4.70$7.27$2.57
2014Detailed filing. Detailed filing data is available for this year.$99.8$0.09$99.8$90.0$5.90$84.1
2013Detailed filing. Detailed filing data is available for this year.$47.4$0.08$47.3$16.3$1.43$14.9
2012Summary only. Only limited summary data is available for this year.$27.9$0.00$13.5$0.83$12.7
2011Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.81