Civic Intelligence

Wayne Grey Wilson Foundation

990PF • Fiscal year 2016 • EIN 20-8023111

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 14, 2017

Organization Profile
1130 Cayetano CTNapa, CA 94559

(707) 255-7546

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-62%

Higher net margin than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

33rd percentile

-2.5%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,546,478

Down $66,626 (-2.5%) from 2015

Net Assets

Down

$2,546,478

Down $66,626 (-2.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Down

$107,959

Down $45,765 (-30%) from 2015

Expenses

Down

$174,585

Down $15,783 (-8.3%) from 2015

Net Income

Down

-$66,626

Down $29,982 (-82%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,660,665Liabilities 2010: $0Net Assets 2010: $2,660,6652010Assets 2011: $2,543,801Liabilities 2011: $0Net Assets 2011: $2,543,8012011Assets 2012: $2,622,846Liabilities 2012: $0Net Assets 2012: $2,622,8462012Assets 2013: $2,711,310Liabilities 2013: $0Net Assets 2013: $2,711,3102013Assets 2014: $2,648,081Liabilities 2014: $0Net Assets 2014: $2,648,0812014Assets 2015: $2,613,104Liabilities 2015: $0Net Assets 2015: $2,613,1042015Assets 2016: $2,546,478Liabilities 2016: $0Net Assets 2016: $2,546,4782016Assets 2017: $2,423,530Liabilities 2017: $0Net Assets 2017: $2,423,5302017Assets 2018: $2,291,541Liabilities 2018: $0Net Assets 2018: $2,291,5412018Assets 2019: $2,322,077Liabilities 2019: $0Net Assets 2019: $2,322,0772019Assets 2020: $2,239,298Liabilities 2020: $0Net Assets 2020: $2,239,2982020Assets 2021: $2,220,851Liabilities 2021: $0Net Assets 2021: $2,220,8512021Assets 2022: $2,054,231Liabilities 2022: $0Net Assets 2022: $2,054,2312022Assets 2023: $1,971,843Liabilities 2023: $0Net Assets 2023: $1,971,8432023Assets 2024: $1,929,928Liabilities 2024: $7,043Net Assets 2024: $1,922,8852024

Highlighted filing

2016

Assets$2,546,478
Liabilities$0
Net Assets$2,546,478
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$400K$200K$0-$200KExpenses 2010: $164,2992010Expenses 2011: $161,2542011Expenses 2012: $156,2342012Revenue 2013: $288,791Expenses 2013: $200,327Net Income 2013: $88,4642013Revenue 2014: $129,897Expenses 2014: $193,126Net Income 2014: -$63,2292014Revenue 2015: $153,724Expenses 2015: $190,368Net Income 2015: -$36,6442015Revenue 2016: $107,959Expenses 2016: $174,585Net Income 2016: -$66,6262016Revenue 2017: $114,831Expenses 2017: $237,779Net Income 2017: -$122,9482017Revenue 2018: $71,255Expenses 2018: $203,244Net Income 2018: -$131,9892018Revenue 2019: $245,539Expenses 2019: $56,417Net Income 2019: $189,1222019Revenue 2020: $104,250Expenses 2020: $196,086Net Income 2020: -$91,8362020Revenue 2021: $226,948Expenses 2021: $242,500Net Income 2021: -$15,5522021Revenue 2022: $27,111Expenses 2022: $193,731Net Income 2022: -$166,6202022Revenue 2023: $64,608Expenses 2023: $146,996Net Income 2023: -$82,3882023Revenue 2024: $106,364Expenses 2024: $127,147Net Income 2024: -$20,7832024

Highlighted filing

2016

Revenue$107,959
Expenses$174,585
Net Income-$66,626
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL RAEPresident-$0--
LINDA BARACCOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wayne Grey Wilson Foundation
EIN
20-8023111
Phone
7072557546
Address
1130 CAYETANO CT, NAPA, CA 94559

Signing Officer

Name
Jill Rae
Title
President
Signed
2017-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Scott Magliari & company CPA
Address
1700 Soscol Ave Suite 27, Napa, CA 94559
Preparer
J Scott Magliari
Phone
7072541330
Raw XML AppendixShowing 400 of 426 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/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02613104
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02546478
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02615117
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02613104
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02546478
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02613104
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02546478
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02774116
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt057284
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02716832
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041612
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0136625
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02732504
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02774116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JILL RAE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA BARACCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01130 CAYETANO CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11130 CAYETANO CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194559
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0144689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0145041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0149081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0149355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0157230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0138060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0141786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02732504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02743403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02807902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02852719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02728481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02752851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0119774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.264754
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0119774
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0119774
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0119774
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01130 CAYETANO CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094559
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JILL RAE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07072557546
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt440000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CULTURAL, HISTORICAL AND ARCHEOLOGICAL PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ENHANCING A CIVLE AND SAFE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HOSPICE AND ALZHEIMER SERVICES, PALLITIVE CARE SERVICES AND CHRONIC CONDITION SERVICES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3RESOURCES AND EARLY EDUCTIONAL SERVICES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4REHABILITATION SERVICES FOR DISABLED PERSONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PRESERVATION,STEWARDSHIP AND ACQUISITION OF LAND FOR PUBLIC USE AND ENJOYMENT AND TO PROTECT LAND FOR FUTURE GENERATIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHILD ABUSE PREVENTION AND PARENT EDUCATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LAWAI INTERNATIONAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1IMAGINATION THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2COLLABRIA CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3COMMUNITY RESOURCES FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4MORE MOTHER LOAD REHABILITATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5NAPA COUNTY LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6COPE FAMILY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05678 ANI STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 3303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2414 S JEFFERSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33299 CLAREMONT WAY STE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4390 PLACERVILL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5OPEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61340 4TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KAPAA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DIAMOND SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PLACERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096746
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195619
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294559
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd495667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594559
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694559
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0117500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0119774
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0135921
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012893
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010418
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05811
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05775
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038082
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012893
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010418
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014771
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0119774
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038082
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054229
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ATTORNEY GENERAL REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CA EXEMPT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CA SECRETARY OF STATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OTHER REGULATORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt231
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt054351
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt054351
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt331
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt425
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07422
TaxesSchedule/TaxesDetail/Amt0318
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0318

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,546,478
Liabilities
$0
Net assets
$2,546,478
Revenue
$107,959
Expenses
$174,585
Net income
-$66,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.01$1.92$0.11$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.06$0.15$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.03$0.19$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.23$0.24$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.10$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.25$0.06$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.07$0.20$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.11$0.24$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.11$0.17$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.15$0.19$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.13$0.19$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.29$0.20$0.09
2012Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.16
2010Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.16