Civic Intelligence

The Brian and Edith Heath Foundation

990PF • Fiscal year 2018 • EIN 20-8633363

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

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

55th percentile

5.5%

Higher net margin than 55% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

17th percentile

-7.3%

Faster asset growth than 17% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

141%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,480,347

Down $195,701 (-7.3%) from 2017

Net Assets

Down

$2,480,347

Down $195,701 (-7.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin55th percentile

Revenue

Up

$261,804

Up $153,097 (+141%) from 2017

Expenses

Up

$247,529

Up $83,406 (+51%) from 2017

Net Income

Up

$14,275

Up $69,691 (+126%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2018

Assets$2,480,347
Liabilities$0
Net Assets$2,480,347
Open 2018 Filing

Operations Trend

Revenue Growth94th 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

2018

Revenue$261,804
Expenses$247,529
Net Income$14,275
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 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
2019-11-15
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/BondNm2Pepsico Inc 2.75% 3/5/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3IBM Corp 1.875% 8/1/22
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12Goldman Sachs 5.5% 3/15/39
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19Ford Motor Co 4.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20Ford Motor Co 4.75%
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23Verizon Communications 3.85% 11/1/42
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24Verizon Communications 4.272%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25Verizon Communications 4.272% 1/15/36
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26Verizon Communications 4.272%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27Ford Motor Co 4.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28Abbvie Inc 4.25% 11/14/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29Verizon Communications 3.95% 2/15/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30Verizon Communications 4.5% 8/10/33
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31Anheuser-Busch 4.375% 4/15/38
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32Goldman Sachs 6.0% 9/15/41
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33Anheuser-Busch 3.75% 7/15/42
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34AT&T Inc 4.3% 12/15/42
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35Ford Motor Co 4.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36Ford Motor Co 4.75%
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2613822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Costco Wholesale Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Johnson and Johnson, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Merck & Co, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Microsoft Corp, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VISA Inc Cl A, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Abbvie Inc, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Disney Co, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Alphabet Inc Cl C, 20 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Alphabet Inc Cl A, 20 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Baxter International, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Loew's Companies Inc, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11First Republic Bank Series D, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12JP Morgan Chase, 1,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Nextera Energy, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Public Storage, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Chevron Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Home Depot Inc, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17McDonalds Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PS Business Pks Inc, 1,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Boeing Co, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JP Morgan Chase, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21United Tech, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Wells Fargo Co, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23AMN Elec Power Co, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CSX Corp, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Paypal Holdings Inc, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Union Pacific Corp, 100 Sh
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt039011
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt039011
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt059532
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Modernist Factory, LLC
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt092042
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt014275
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0557877
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01741
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01741
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0167340
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08189
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt09460
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0247529
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0261804
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0225143
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03182
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0230929
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt011985
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt011985
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02480347
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0123444
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0123444
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0124638
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01194
IRS990PF/DistributableAmountGrp/TotalTaxAmt01194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0806
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0806
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt02480347
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01617445
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01742789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01742789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0741684
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0573779
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0573779
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt046009
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt034848
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt034848
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt024053
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08477
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08477
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04270
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021911
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021911
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02676048
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02480347
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02480347
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02676048
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02480347
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02676048
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02480347
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02676048
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02480347
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0242587
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt098543
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt098543
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02530716
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt029352
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02501364
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt037961
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0124638
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02492755
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02530716
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Julie Muniz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0105621
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Curator
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01101 5th Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0San Rafael
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094901
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/AdjNetVlNoncharitableAssetsAmt0152863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0154057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0137019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt084983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt067986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt092477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0314598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.061323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.03973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.13706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02492755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02576560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02139232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02115389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02077431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02295361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0241743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.306617
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0240549
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0241743
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01194
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0241743
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,480,347
Liabilities
$0
Net assets
$2,480,347
Revenue
$261,804
Expenses
$247,529
Net income
$14,275
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