Civic Intelligence

The Brian and Edith Heath Foundation

990PF • Fiscal year 2019 • EIN 20-8633363

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 07, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

14th percentile

-32%

Higher net margin than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

68th percentile

8.8%

Faster asset growth than 68% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-21%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,698,629

Up $218,282 (+8.8%) from 2018

Net Assets

Up

$2,698,629

Up $218,282 (+8.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Down

$206,371

Down $55,433 (-21%) from 2018

Expenses

Up

$273,312

Up $25,783 (+10%) from 2018

Net Income

Down

-$66,941

Down $81,216 (-569%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2019

Assets$2,698,629
Liabilities$0
Net Assets$2,698,629
Open 2019 Filing

Operations Trend

Revenue Growth17th 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

2019

Revenue$206,371
Expenses$273,312
Net Income-$66,941
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 7, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd 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
2020-07-07
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/BondNm2AT&T Inc 3.4% 5/15/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Dow Chemical Co 4.25% 10/1/34
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12AT&T Inc 4.8% 6/15/44
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23Hospitality Prop Trust 3.95% 1/15/28
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26General Elec Cap 4.00% 6/15/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27Goldman Sachs 6% 9/15/41
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28Southern Cal Edison 3.900% 12/1/41
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Microsoft Corp, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VISA Inc Cl A, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Abbvie Inc, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Disney Co, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Alphabet Inc Cl C, 20 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Alphabet Inc Cl A, 20 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Verizon Communications, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Nextera Energy, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Public Storage, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Chevron Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Home Depot Inc, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12McDonalds Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AT&T Inc, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14PS Business Pks Inc, 1,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15JP Morgan Chase, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16United Tech, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Wells Fargo Co, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18AMN Elec Power Co, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Paypal Holdings Inc, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20American Fincl Group Inc 2,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Public Storage, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Sempra Energy, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23SVB Financial Group, 1,800 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Automatic Data Proc, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Edison Intl Calif, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Hershey Company, 50 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Pepsico 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Portland Gen Elec, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Wells Fargo Co, 400 Sh
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0206371
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0244005
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03857
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0249362
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt011284
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt011284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0991034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt093508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt093508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01084542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt093508
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-66941
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0285223
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02698629
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02480347
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02698629
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0127408
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0127408
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0127408
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0129356
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01948
IRS990PF/DistributableAmountGrp/TotalTaxAmt01948
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02306
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01948
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01948
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01948
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02306
IRS990PF/FMVAssetsEOYAmt02698629
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01742789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01828601
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01828601
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0573779
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0786152
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0786152
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02480347
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt034848
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt039631
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt039631
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08477
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt011271
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011271
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt021911
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt032974
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt032974
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02480347
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02698629
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02698629
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02480347
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02698629
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02480347
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02698629
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt098543
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02626508
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt046866
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02568371
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039398
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt011271
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0129356
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02587110
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02626508
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Julie Muniz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0100380
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/AdjNetVlNoncharitableAssetsAmt0137665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0139613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0240549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0137019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt084983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt067986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt092477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.09650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02587110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02492755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02576560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02139232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02115389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02077431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0267955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.266058
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0266007
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0267955
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01948
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0267955
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011b
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Other Revenue
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/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
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jay Stewart
IRS990PF/StatementsRegardingActyGrp/PhoneNum04159255200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Cataloging and Archiving items from the Heath Collection.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0173080
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt023950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UC Regents
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01995 University Ave Ste 401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Berkeley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094720
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,698,629
Liabilities
$0
Net assets
$2,698,629
Revenue
$206,371
Expenses
$273,312
Net income
-$66,941
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