Civic Intelligence

The K a Zankel Foundation

990PF • Fiscal year 2019 • EIN 20-6667302

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile
333 Grant Avenue No 704San Francisco, CA 94108

(415) 834-0191

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2019 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.00x

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

2019 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2019

Net Margin

10th percentile

-220%

Higher net margin than 10% of similar nonprofits.

2019 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$90,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

2019 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2019

Asset Growth

12th percentile

-6.8%

Faster asset growth than 12% of similar nonprofits.

2019 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-88%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$8,992,701

Down $656,432 (-6.8%) from 2018

Net Assets

Down

$8,992,701

Down $651,590 (-6.8%) from 2018

Liabilities

Down

$0

Down $4,842 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin10th percentile

Revenue

Down

$296,527

Down $2,224,743 (-88%) from 2018

Expenses

Up

$948,117

Up $66,805 (+7.6%) from 2018

Net Income

Down

-$651,590

Down $2,291,548 (-140%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,141,598Liabilities 2011: $02011Assets 2012: $7,833,418Liabilities 2012: $7,9762012Assets 2013: $7,896,421Liabilities 2013: $02013Assets 2014: $7,967,100Liabilities 2014: $3,568Net Assets 2014: $7,963,5322014Assets 2015: $7,995,373Liabilities 2015: $0Net Assets 2015: $7,995,3732015Assets 2016: $7,858,771Liabilities 2016: $0Net Assets 2016: $7,858,7712016Assets 2017: $8,004,333Liabilities 2017: $0Net Assets 2017: $8,004,3332017Assets 2018: $9,649,133Liabilities 2018: $4,842Net Assets 2018: $9,644,2912018Assets 2019: $8,992,701Liabilities 2019: $0Net Assets 2019: $8,992,7012019Assets 2020: $9,131,015Liabilities 2020: $0Net Assets 2020: $9,131,0152020Assets 2021: $10,032,657Liabilities 2021: $0Net Assets 2021: $10,032,6572021Assets 2022: $9,959,447Liabilities 2022: $0Net Assets 2022: $9,959,4472022Assets 2023: $9,029,271Liabilities 2023: $0Net Assets 2023: $9,029,2712023Assets 2024: $9,045,075Liabilities 2024: $0Net Assets 2024: $9,045,0752024

Highlighted filing

2019

Assets$8,992,701
Liabilities$0
Net Assets$8,992,701
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $387,593Expenses 2011: $599,897Net Income 2011: -$212,3042011Revenue 2012: $319,107Expenses 2012: $635,263Net Income 2012: -$316,1562012Revenue 2013: $696,789Expenses 2013: $625,810Net Income 2013: $70,9792013Revenue 2014: $854,314Expenses 2014: $787,203Net Income 2014: $67,1112014Revenue 2015: $758,282Expenses 2015: $726,441Net Income 2015: $31,8412015Revenue 2016: $633,570Expenses 2016: $770,172Net Income 2016: -$136,6022016Revenue 2017: $860,801Expenses 2017: $715,239Net Income 2017: $145,5622017Revenue 2018: $2,521,270Expenses 2018: $881,312Net Income 2018: $1,639,9582018Revenue 2019: $296,527Expenses 2019: $948,117Net Income 2019: -$651,5902019Revenue 2020: $863,729Expenses 2020: $708,915Net Income 2020: $154,8142020Revenue 2021: $1,398,315Expenses 2021: $496,673Net Income 2021: $901,6422021Revenue 2022: $741,589Expenses 2022: $814,799Net Income 2022: -$73,2102022Revenue 2023: $256,015Expenses 2023: $1,186,191Net Income 2023: -$930,1762023Revenue 2024: $878,446Expenses 2024: $862,642Net Income 2024: $15,8042024

Highlighted filing

2019

Revenue$296,527
Expenses$948,117
Net Income-$651,590
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH ZANKELTrusteePT$90,000-$90,000
Filing and Contact Details

Filer

Filer Name
The K a Zankel Foundation
EIN
20-6667302
Phone
4158340191
Address
333 GRANT AVENUE NO 704, SAN FRANCISCO, CA 94108

Signing Officer

Name
Kenneth Zankel
Title
Trustee
Phone
4158340191
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Navolio & Tallman Llp
Address
201 MISSION ST STE 650, SAN FRANCISCO, CA 94105
Preparer
Jeffrey Messerschmidt
Phone
4159561750
Raw XML AppendixShowing 400 of 851 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/GrossSalesPriceAmt82543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt913653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1142997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12176280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1399985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14873397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1528158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16234649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1764969
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/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AETHER REAL ASSETS IV LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GT ILS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HEADLANDS CAPITAL SECONDARY FUND II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5HEADLANDS CAPITAL SECONDARY FUND II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6HIGHBROOK INCOME PROPERTY FUND II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7HIGHBROOK INCOME PROPERTY FUND LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8HIGHBROOK PROPERTY FUND III LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ITE RAIL FUND LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LEERINK REVELATION HEALTHCARE FUND I LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11LEERINK REVELATION HEALTHCARE FUND I LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MAP 2015 LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MAP 2018 LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14MERCED PARTNERS III (CAYMAN) LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15MERCED PARTNERS III LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16FIRST MANHATTAN CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CHARLES SCHWAB & CO, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CHARLES SCHWAB & CO, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19RBC CAPITAL MARKETS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20RBC CAPITAL MARKETS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc211,155 SHS DOCUSIGN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22NH MERCED III OFF LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt092096
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-651590
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08992701
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09644291
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08992701
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0571294
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0571294
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0571294
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0572190
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0896
IRS990PF/DistributableAmountGrp/TotalTaxAmt0896
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0896
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0896
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0896
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012660
IRS990PF/FMVAssetsEOYAmt011919054
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt034512
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt017834
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt017834
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05027295
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04995166
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06592907
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt09644291
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt08992701
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0190898
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0215000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0215000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04106916
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03628394
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04957006
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt04842
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0289512
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0136307
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0136307
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09649133
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08992701
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011919054
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04842
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09649133
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08992701
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09644291
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08992701
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011618075
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0443645
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011157581
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0174271
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt016849
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0572190
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011443804
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011618075
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WETHERBY ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt063011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0580 CALIFORNIA ST FL 8
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt090000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KENNETH ZANKEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0333 GRANT AVENUE 704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0579480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0580376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0686699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0530721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0596222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0556015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0616357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.056648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt011443804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt012196964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt012174129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011728609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt012138144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt010880406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0718030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253185
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0717134
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0718030
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0896
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0718030
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,992,701
Liabilities
$0
Net assets
$8,992,701
Revenue
$296,527
Expenses
$948,117
Net income
-$651,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.88$0.86$0.02
2023Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$0.26$1.19$0.93
2022Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$0.74$0.81$0.07
2021Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$1.40$0.50$0.90
2020Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.86$0.71$0.15
2019Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$0.30$0.95$0.65
2018Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.64$2.52$0.88$1.64
2017Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$0.86$0.72$0.15
2016Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.63$0.77$0.14
2015Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$0.76$0.73$0.03
2014Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.96$0.85$0.79$0.07
2013Summary only. Only limited summary data is available for this year.$7.90$0.00$0.70$0.63$0.07
2012Summary only. Only limited summary data is available for this year.$7.83$0.01$0.32$0.64$0.32
2011Summary only. Only limited summary data is available for this year.$8.14$0.00$0.39$0.60$0.21