Civic Intelligence

Winifred Johnson Clive Foundation

990PF • Fiscal year 2017 • EIN 25-6277031

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile
1660 Bush StreetSan Francisco, CA 94109

(415) 561-6540

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

59th percentile

6.7%

Faster asset growth than 59% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

56%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$19,435,305

Up $1,225,558 (+6.7%) from 2016

Net Assets

Up

$19,435,305

Up $1,225,558 (+6.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin79th percentile

Revenue

Up

$1,197,515

Up $428,685 (+56%) from 2016

Expenses

Down

$890,253

Down $267,058 (-23%) from 2016

Net Income

Up

$307,262

Up $695,743 (+179%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$30M$20M$10M$0Assets 2015: $18,424,097Liabilities 2015: $0Net Assets 2015: $18,424,0972015Assets 2016: $18,209,747Liabilities 2016: $0Net Assets 2016: $18,209,7472016Assets 2017: $19,435,305Liabilities 2017: $0Net Assets 2017: $19,435,3052017Assets 2018: $18,585,846Liabilities 2018: $0Net Assets 2018: $18,585,8462018Assets 2019: $20,462,500Liabilities 2019: $0Net Assets 2019: $20,462,5002019Assets 2020: $22,088,611Liabilities 2020: $60,000Net Assets 2020: $22,028,6112020Assets 2021: $23,599,072Liabilities 2021: $5,000Net Assets 2021: $23,594,0722021Assets 2022: $20,100,672Liabilities 2022: $5,000Net Assets 2022: $20,095,6722022Assets 2023: $21,122,648Liabilities 2023: $127,500Net Assets 2023: $20,995,1482023Assets 2024: $22,595,981Liabilities 2024: $50,000Net Assets 2024: $22,545,9812024

Highlighted filing

2017

Assets$19,435,305
Liabilities$0
Net Assets$19,435,305
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2015: $1,622,084Expenses 2015: $1,083,265Net Income 2015: $538,8192015Revenue 2016: $768,830Expenses 2016: $1,157,311Net Income 2016: -$388,4812016Revenue 2017: $1,197,515Expenses 2017: $890,253Net Income 2017: $307,2622017Revenue 2018: $776,823Expenses 2018: $1,014,051Net Income 2018: -$237,2282018Revenue 2019: $938,392Expenses 2019: $1,155,378Net Income 2019: -$216,9862019Revenue 2020: $1,150,756Expenses 2020: $1,187,345Net Income 2020: -$36,5892020Revenue 2021: $1,818,165Expenses 2021: $1,177,945Net Income 2021: $640,2202021Revenue 2022: $1,534,548Expenses 2022: $1,170,874Net Income 2022: $363,6742022Revenue 2023: $1,171,424Expenses 2023: $1,379,115Net Income 2023: -$207,6912023Revenue 2024: $1,908,542Expenses 2024: $1,069,372Net Income 2024: $839,1702024

Highlighted filing

2017

Revenue$1,197,515
Expenses$890,253
Net Income$307,262
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Grace J PerkinsTrusteePT$0--
Lisa J LundaySec'Y/TrusteePT$0--
Winifred J SharpTrusteePT$0--
Stephanie P JohnsonTrusteePT$0--
Elizabeth StewartTrusteePT$0--
Jonathan C PerkinsTres/TrusteePT$0--
Steger JohnsonChairPT$0--
Jennifer ThielhelmTrusteePT$0--
Ashley JohnsonAssociate TteePT$0--
Filing and Contact Details

Filer

Filer Name
Winifred Johnson Clive Foundation
EIN
25-6277031
Phone
4155616540
Address
1660 Bush Street, San Francisco, CA 94109

Signing Officer

Name
Jonathan C Perkins
Title
Tres/Trustee
Signed
2018-11-13
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Carol Duffield
Phone
4159830200
Raw XML AppendixShowing 400 of 881 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt06895
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06895
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Berkshire Hathaway 1.55% Due 02/09/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Accrued Interest Income
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2John Deere 1.95% Due 03/04/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Philip Morris 1.875% Due 01/15/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Union Pacific Co 2.25% Due 02/15/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Wells Fargo 5.75% Due 02/01/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Amazon Com Inc. 2.6% Due 12/05/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Amgen Incorporate 4.5% Due 03/15/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8Conoco Phillips 2.875% Due 11/15/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9CR Bard Inc 4.4% Due 01/15/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10Pepsico Inc 3.125% Due 11/01/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11Wells Fargo 2.15% Due 01/30/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12BP Capital Mkt P 4.5% Due 10/01/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13BP Capital Mkt 4.742% Due 3/11/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14Starbucks Corp 2% Due 12/05/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15Coca Cola Co 2.45% Due 11/01/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16VF Corporation 3.5% Due 9/1/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17Apple Inc 2.5% Due 02/09/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18Gilead Sciences 1.95% Due 03/01/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19Apple Inc 2.4% Due 05/03/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0249944
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt140402
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2393756
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3498890
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4400642
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5105314
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6202050
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7260964
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8136013
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9260408
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10256032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11199559
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12211309
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13107035
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14100006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15251640
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1677223
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17190184
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18244162
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19494680
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0249944
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt140402
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2393756
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3498890
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4400642
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5105314
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6202050
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7260964
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8136013
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9260408
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10256032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11199559
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12211309
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13107035
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14100006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15251640
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1677223
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17190184
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18244162
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19494680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0428960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1502216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2463138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3321712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4442564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5556877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6273892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7528034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt831000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9197604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10494706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11598780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12528816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13427207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14451296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15479680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16398929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17279908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18343689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19428752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2018435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21451200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22509099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23373957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24592658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25532175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26495166
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27358397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28376361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0428960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1502216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2463138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3321712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4442564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5556877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6273892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7528034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt831000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9197604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10494706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11598780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12528816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13427207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14451296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15479680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16398929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17279908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18343689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19428752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2018435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21451200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22509099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23373957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24592658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25532175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26495166
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27358397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28376361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Bristol-Myers Squibb, 7,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Abbott Laboratories, 8,800 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Verizon Communications, 8,750 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Reliance Stl & Aluminum, 3,750 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Fiserv Inc, 3,375 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Simpson Manufacturing Co, 9,700 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Amgen Inc, 1,575 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Aptargroup Inc, 6,120 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Blair Strip Steel, 5 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ConocoPhillips 3,600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Kimberly-Clark Corp 4,100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Microsoft Corp, 7,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Thermo Fisher Scientific, 2,785 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Validus Holdings Ltd, 9,105 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Johnson & Johnson, 3,230 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Pepsico Inc, 4,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Abbvie Inc, 4,125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Occidental Petrol Corp, 3,800 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Schlumberger Ltd, 5,100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Trimble Navigation LTD, 10,550 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Accrued Dividend Income
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Stamps.com, 2,400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Visa Inc, 4,465 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Alphabet Inc, 355 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Fedex Corp, 2,375 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Walt Disney Co, 4,950 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Arthur J Gallagher & Co, 7,825 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Carnival Corp, 5,400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Invesco Ltd, 10,300 Sh
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01140641
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01140641
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0358600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1439895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HCP Inc REIT, 13,750 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Wisdomtree Emerging Markets, 9,700 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0358600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1439895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0278520
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0754558
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt02816
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0151529
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Other Investment Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Partnership Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02049
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt188
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt07955
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01186744
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt010771
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01197515
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06895
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06895
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0754558
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0650418
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0650418
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0278520
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0278520
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0307262
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02824855
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0151529
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0151529
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0757374
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01107999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02137
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt010092
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt081122
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt078745
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0159867
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0793008
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt078745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0890253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01186744
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01197515
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0142590
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt078745
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0239835
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt053513
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt053513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02067481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0754558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0754558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02822039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sale of Publicly Traded Securites
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Sale of Partnership Interests
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Sale of Psp Interests Reported on 990-T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0754558
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0307262
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0853507
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt019435305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018274536
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt019435305
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0905058
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0905058
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0905058
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0927218
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt022160
IRS990PF/DistributableAmountGrp/TotalTaxAmt022160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt016192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt025852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt012500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt022160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt016192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt022160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt022160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038352
IRS990PF/FMVAssetsEOYAmt019435305
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0145647
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0229524
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0229524
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04240808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04680213
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04680213
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011198134
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011885208
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011885208
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0162650
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0162650
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0162650
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01036408
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0798495
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0798495
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02081
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01933
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01933
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0792964
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0536641
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0536641
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018274536
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt019435305
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019435305
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018274536
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt019435305
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018274536
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt019435305
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt018274536
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt019435305
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0695844
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01140641
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01140641
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018826752
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01065716
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017730036
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0282401
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt031000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0927218
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018544351
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018826752
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Grace J Perkins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lisa J Lunday
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Winifred J Sharp
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Stephanie P Johnson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Elizabeth Stewart
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Jonathan C Perkins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Steger Johnson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Jennifer Thielhelm
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Ashley Johnson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec'y/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Tres/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Associate Ttee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt81660 Bush St Ste 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd6941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd7941095308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd8941095308
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0821960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0833040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0164500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01069663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0973360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0986212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0789942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.00620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt018544351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt026549876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt017846175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt017919011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt018084060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt016940598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0793008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.221619

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,435,305
Liabilities
$0
Net assets
$19,435,305
Revenue
$1,197,515
Expenses
$890,253
Net income
$307,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.6$0.05$22.5$1.91$1.07$0.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.13$21.0$1.17$1.38$0.21
2022Detailed filing. Detailed filing data is available for this year.$20.1$0.01$20.1$1.53$1.17$0.36
2021Detailed filing. Detailed filing data is available for this year.$23.6$0.01$23.6$1.82$1.18$0.64
2020Detailed filing. Detailed filing data is available for this year.$22.1$0.06$22.0$1.15$1.19$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.00$20.5$0.94$1.16$0.22
2018Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$0.78$1.01$0.24
2017Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$1.20$0.89$0.31
2016Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$0.77$1.16$0.39
2015Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$1.62$1.08$0.54