Civic Intelligence

The Brian and Edith Heath Foundation

990PF • Fiscal year 2016 • EIN 20-8633363

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization Profile
1101 5th AvenueSan Rafael, CA 94901

(415) 925-5200

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

95th percentile

79%

Higher net margin than 95% 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

87th percentile

24%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

99th percentile

753%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,607,032

Up $510,907 (+24%) from 2015

Net Assets

Up

$2,607,032

Up $510,907 (+24%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin95th percentile

Revenue

Up

$566,089

Up $499,686 (+753%) from 2015

Expenses

Up

$117,358

Up $48,969 (+72%) from 2015

Net Income

Up

$448,731

Up $450,717 (+22695%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,066,522Liabilities 2011: $02011Assets 2012: $2,127,270Liabilities 2012: $02012Assets 2013: $2,132,742Liabilities 2013: $02013Assets 2014: $2,099,715Liabilities 2014: $0Net Assets 2014: $2,099,7152014Assets 2015: $2,096,125Liabilities 2015: $0Net Assets 2015: $2,096,1252015Assets 2016: $2,607,032Liabilities 2016: $0Net Assets 2016: $2,607,0322016Assets 2017: $2,676,048Liabilities 2017: $0Net Assets 2017: $2,676,0482017Assets 2018: $2,480,347Liabilities 2018: $0Net Assets 2018: $2,480,3472018Assets 2019: $2,698,629Liabilities 2019: $0Net Assets 2019: $2,698,6292019Assets 2020: $2,662,210Liabilities 2020: $0Net Assets 2020: $2,662,2102020Assets 2021: $2,734,817Liabilities 2021: $0Net Assets 2021: $2,734,8172021Assets 2022: $2,296,567Liabilities 2022: $0Net Assets 2022: $2,296,5672022Assets 2023: $2,456,330Liabilities 2023: $0Net Assets 2023: $2,456,3302023Assets 2024: $2,505,312Liabilities 2024: $0Net Assets 2024: $2,505,3122024

Highlighted filing

2016

Assets$2,607,032
Liabilities$0
Net Assets$2,607,032
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $123,984Expenses 2011: $15,677Net Income 2011: $108,3072011Revenue 2012: $132,709Expenses 2012: $71,961Net Income 2012: $60,7482012Revenue 2013: $93,529Expenses 2013: $323,844Net Income 2013: -$230,3152013Revenue 2014: $59,785Expenses 2014: $92,812Net Income 2014: -$33,0272014Revenue 2015: $66,403Expenses 2015: $68,389Net Income 2015: -$1,9862015Revenue 2016: $566,089Expenses 2016: $117,358Net Income 2016: $448,7312016Revenue 2017: $108,707Expenses 2017: $164,123Net Income 2017: -$55,4162017Revenue 2018: $261,804Expenses 2018: $247,529Net Income 2018: $14,2752018Revenue 2019: $206,371Expenses 2019: $273,312Net Income 2019: -$66,9412019Revenue 2020: $473,568Expenses 2020: $319,394Net Income 2020: $154,1742020Revenue 2021: $126,556Expenses 2021: $153,025Net Income 2021: -$26,4692021Revenue 2022: $33,629Expenses 2022: $80,946Net Income 2022: -$47,3172022Revenue 2023: $76,501Expenses 2023: $90,656Net Income 2023: -$14,1552023Revenue 2024: $116,751Expenses 2024: $130,944Net Income 2024: -$14,1932024

Highlighted filing

2016

Revenue$566,089
Expenses$117,358
Net Income$448,731
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay StewartTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Brian and Edith Heath Foundation
EIN
20-8633363
Phone
4159255200
Address
1101 5th Avenue, San Rafael, CA 94901

Signing Officer

Name
Jay Stewart
Title
Trustee
Signed
2017-11-10
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23Microsoft Corp 4.5% 10/1/40
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24Macys Retail Holdings 5.125% 1/15/42
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Wells Fargo, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AT & T, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Costco Wholesale Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Franklin Resources Inc, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5General Mills, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Johnson and Johnson, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Merck & Co, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Microsoft Corp, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Proctor & Gamble Co, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Starbucks Corp, 600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VISA Inc Cl A, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Wells Fargo Co, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13First Republic Bank Series E, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Abbvie Inc, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Disney Co, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Alphabet Inc Cl C, 20 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Alaphabet Inc Cl A, 20 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Baxter International, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Facebook Inc Cl A, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20IBM Corp, 70 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Kimberly Clark, 230 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Loew's Companies Inc, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Pepsico Inc, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24First Republic Bank Series C, 600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25First Republic Bank Series D, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Goldman Sachs, 600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27JP Morgan Chase, 1,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Nextera Energy, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Public Storage, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Reinsurance Group of Am, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Campbell Soup Co, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Chevron Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Dow Chemical Co, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Home Depot Inc, 50 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Kraft Heinz Co, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36McDonalds Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Occidental Pete Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Portland Gen Elec, 400 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Modernist Factory, LLC
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0422743
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0864
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0864
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-7755
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt035439
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05379
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05538
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt06666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt058985
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt032133
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt091118
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt084983
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0117358
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt067814
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0566089
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt078933
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032375
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0111308
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt09595
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt09595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0430498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-7755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-7755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0422743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicly Held Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-7755
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0448731
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt062176
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02607032
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02096125
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02607032
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0106253
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0106253
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0106253
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0106962
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0709
IRS990PF/DistributableAmountGrp/TotalTaxAmt0709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0826
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0826
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01535
IRS990PF/FMVAssetsEOYAmt02607032
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01080465
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01598106
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01598106
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0386121
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0687932
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0687932
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt036651
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt040163
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt040163
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05047
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06841
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06841
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt039476
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010392
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010392
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02096125
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02607032
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02607032
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02096125
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02607032
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02096125
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02607032
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02096125
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02607032
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0548365
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0263598
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0263598
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02171809
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt051747
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02120062
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032577
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0106962
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02139232
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02171809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jay Stewart
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o 1101 5th Avenue Suite 160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Rafael
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094901
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0108525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0108879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt067986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt092477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0314598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt066383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt015527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.13706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.00792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02139232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02115389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02077431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02295361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02073134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01959576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt084983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253657
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt084983
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt084983
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt084983
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
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/AddressLine1Txt0c/o 1101 5th Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Rafael
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094901
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,607,032
Liabilities
$0
Net assets
$2,607,032
Revenue
$566,089
Expenses
$117,358
Net income
$448,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.12$0.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.08$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.03$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.13$0.15$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.47$0.32$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.21$0.27$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.26$0.25$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.11$0.16$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.57$0.12$0.45
2015Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.07$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.06$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$2.13$0.00$0.09$0.32$0.23
2012Summary only. Only limited summary data is available for this year.$2.13$0.00$0.13$0.07$0.06
2011Summary only. Only limited summary data is available for this year.$2.07$0.00$0.12$0.02$0.11