Civic Intelligence

Winifred Johnson Clive Foundation

990PF • Fiscal year 2022 • EIN 25-6277031

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
1660 Bush Street 300San Francisco, CA 94109

(415) 561-6540

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

12th percentile

-15%

Faster asset growth than 12% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$20,100,672

Down $3,498,400 (-15%) from 2021

Net Assets

Down

$20,095,672

Down $3,498,400 (-15%) from 2021

Liabilities

Flat

$5,000

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin73rd percentile

Revenue

Down

$1,534,548

Down $283,617 (-16%) from 2021

Expenses

Down

$1,170,874

Down $7,071 (-0.6%) from 2021

Net Income

Down

$363,674

Down $276,546 (-43%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2022

Assets$20,100,672
Liabilities$5,000
Net Assets$20,095,672
Open 2022 Filing

Operations Trend

Revenue Growth27th 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

2022

Revenue$1,534,548
Expenses$1,170,874
Net Income$363,674
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Grace J PerkinsEx-Officio-$0--
Lisa J LundaySec'Y/TrusteePT$0--
Winifred J SharpTrusteePT$0--
Stephanie P JohnsonTrusteePT$0--
Elizabeth StewartTrusteePT$0--
Roland PerkinsTrusteePT$0--
Jonathan C PerkinsTres/TrusteePT$0--
Steger JohnsonPres/TrusteePT$0--
Jennifer ThielhelmTrusteePT$0--
James McCrackenAssoc. TrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Winifred Johnson Clive Scholarship for Student Veteran ArtistsPCNew York, NY, US$75,000
Paid Grant-For the School SmARTS and A Gift for Music programsPCOrlando, FL, US$41,000
Paid Grant-Increased communications, music ministry and advertisingPCOrlando, FL, US$39,408
Paid Grant-Rollins Museum of Art Community-Centered K12 Programs and WorkshopsPCWinter Park, FL, US$37,500
Paid Grant-Youth Wellness ProgramsPCMancos, CO, US$35,000
Paid Grant-Seniors for SeniorsPCSan Francisco, CA, US$35,000
Paid Grant-Leading with Compassion: A project to double impactPCNew York, NY, US$33,250
Paid Grant-Applause Awards A Dr. Phillips Center curated regional youth theater competition across Central Florida.PCOrlando, FL, US$30,000
Paid Grant-Technology to Support Growth of Virtual TutoringPCRohnert Park, CA, US$30,000
Paid Grant-Native American Arts and Natural Sciences ResidenciesPCMancos, CO, US$30,000
Paid Grant-All Is Calm - the Christmas Truce of 1914PCOrlando, FL, US$30,000
Paid Grant-The Healing TreePCOrlando, FL, US$30,000
Paid Grant-Bach to the Future: The Bach Festival Society of Winter Parks Education ProgramsPCWinter Park, FL, US$25,000
Paid Grant-Terwilliger Environmental Education ProgramsPCSan Rafael, CA, US$25,000
Paid Grant-The Equity School Partnership ProjectPCSan Francisco, CA, US$25,000
Paid Grant-Dignity, Hope, & Purpose Through Hospitality Careers for At-Risk YouthPCSan Francisco, CA, US$25,000
Paid Grant-Baptists on Mission and the Relief efforts for Ukrainian Refugees.PCCary, NC, US$25,000
Paid Grant-A.R.T.S. (Art Rewards the Student)PCSonoma, CA, US$25,000
Paid Grant-(MS)2: Mathematics and Science for Minority StudentsPCAndover, MA, US$21,000
Paid Grant-Arts Education ProgrammingPCOrlando, FL, US$20,000
Paid Grant-HOPEs Young Adult/High School Program On-DemandPCAtlanta, GA, US$20,000
Paid Grant-Connected Horse Partnership ProgramPCSt Helena, CA, US$16,400
Paid Grant-Fly Fishing Gear for KidsPCChico, CA, US$15,000
Paid Grant-Expressive Arts ProgramPCSan Francisco, CA, US$15,000
Paid Grant-2022-23 Scholarship Training for the Enrichment of Primary Students (STEPS) ProgramPCOrlando, FL, US$15,000
Paid Grant-Peace Garden Children's Education ProgramsPCBoulder, CO, US$15,000
Paid Grant-Administrative Support to Achieve Programmatic Growth and Operational Efficiency at Nehrling Gardens.PCGotha, FL, US$15,000
Paid Grant-Healthy Kids Through SwimmingPCWinter Garden, FL, US$15,000
Paid Grant-CFTSD Opportunity AssistancePCApopka, FL, US$15,000
Paid Grant-Camp CuriOdyssey ScholarshipsPCSan Mateo, CA, US$12,500
Paid Grant-Free monthly Mobile Vaccine ClinicsPCSan Francisco, CA, US$12,500
Paid Grant-CFCArts Youth Education for Under-Resourced PopulationsPCOrlando, FL, US$11,000
Paid Grant-Growing Hope GardenPCGrasonville, MD, US$11,000
Paid Grant-Art Director SupportPCOrlando, FL, US$10,000
Paid Grant-2022-2023 Music Education Program, including Music Lesson Scholarships and Summer Camp ScholarshipsPCOrlando, FL, US$10,000
Paid Grant-PHE: Health Education for New York Citys Youth 2022-2023PCNew York, NY, US$10,000
Paid Grant-College to Career Readiness & SuccessPCSan Mateo, CA, US$10,000
Paid Grant-Ukrainian World Congress to support Ukrainian refugees.PCNew York, NY, US$10,000
Paid Grant-2023 Creative Compassion CalendarPCJacksonville, FL, US$5,700
Paid Grant-CFTSD Opportunity AssistancePCApopka, FL, US$5,000
Paid Grant-Administrative Support to Achieve Programmatic Growth and Operational Efficiency at Nehrling Gardens.PCGotha, FL, US$5,000
Filing and Contact Details

Filer

Filer Name
Winifred Johnson Clive Foundation
EIN
25-6277031
Phone
4155616540
Address
1660 Bush Street 300, San Francisco, CA 94109

Signing Officer

Name
Jonathan C Perkins
Title
Tres/Trustee
Signed
2023-11-15
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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Abbott Laboratories, 4,365 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Verizon Communications, 8,750 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Reliance Stl & Aluminum, 3,200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Fiserv Inc, 4,575 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Simpson Manufacturing Co, 5,300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Amgen Inc, 2,315 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Aptargroup Inc, 4,185 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Blair Strip Steel, 5 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Kimberly-Clark Corp 3,415 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Microsoft Corp, 2,615 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Thermo Fisher Scientific, 875 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Johnson & Johnson, 2,780 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Pepsico Inc, 4,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Trimble Navigation LTD, 6,350 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Accrued Dividend and Interest Income
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Visa Inc, 2,560 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Walt Disney Co, 3,450 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Arthur J Gallagher & Co, 2,980 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Charles Schwab Corp, 7,460 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Paypal Holdings, 4,225 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Duke Energy Corp, 4,070 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21JM Smucker Co, 2,700 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Southern Co, 3,650 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Amazon.com, 135 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Starbucks, 5,130 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Box Inc, 15,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Corning Inc, 8,950 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Abbvie Inc, 3,540 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Alphabet Inc, 5,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Amazon.com Inc, 3,360 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Cisco Systems Inc, 8,460 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Ishares MSCI, 5,930 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Healthpeak Pptys, 13,750 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Crown Castle Inc, 1,750 Sh
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt03549
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01530236
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0763
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt03549
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01534548
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011395
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011395
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01074720
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0891258
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0891258
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0454946
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0454946
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0363674
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03998669
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06292
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06292
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01074720
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01438963
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0795
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0795
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04862
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt095030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt090723
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0185753
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt022828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01057323
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt090723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01170874
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01529686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01534548
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0166065
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt090723
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0279616
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt052553
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt052553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02923949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01060520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt114200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01060520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt114200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03984469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sale of Publicly Traded Securites
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020095672
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01016284
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01016284
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01016284
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01036286
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt020002
IRS990PF/DistributableAmountGrp/TotalTaxAmt020002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt025910
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt06500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt020002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt020002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt020002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt032410
IRS990PF/FMVAssetsEOYAmt020100672
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0202459
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0202459
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05075143
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04410671
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04410671
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015210886
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012589958
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012589958
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt023594072
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt020095672
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0162650
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0162650
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0162650
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01060107
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0829601
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0829601
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01933
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0407251
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0162158
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0162158
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt023599072
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020100672
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020100672
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt023599072
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt020100672
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt023594072
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020095672
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01534792
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01743175
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01743175
IRS990PF/MethodOfAccountingOtherInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0485510
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020524832
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0315620
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt031000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01036286
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020725722
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt021041342
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Pacific Foundation Services LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Cornerstone Capital Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt095030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt190723
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Grant Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment Advice
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01660 Bush street Suite 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1200 Homer Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Palo Alto
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd1943012722
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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/AverageHrsPerWkDevotedToPosRt95.00
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/CompensationAmt90
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/PersonNm5Roland Perkins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Jonathan C Perkins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Steger Johnson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Jennifer Thielhelm
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9James McCracken
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Ex-officio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec'y/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Tres/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Pres/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Assoc. Trustee
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/AddressLine1Txt91660 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/CityNm9San 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/StateAbbreviationCd9CA
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd9941095308
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01057323

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,100,672
Liabilities
$5,000
Net assets
$20,095,672
Revenue
$1,534,548
Expenses
$1,170,874
Net income
$363,674
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