Civic Intelligence

Zitrin Foundation C/O Wdj & Co Cpas LLP

990PF • Fiscal year 2022 • EIN 26-4650967

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 16, 2023

Organization Profile
315 Montgomery Street Suite 1029San Francisco, CA 94104

(415) 777-1001

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

348%

Higher net margin than 99% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

20th percentile

-8.9%

Faster asset growth than 20% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,155,909

Down $899,107 (-8.9%) from 2021

Net Assets

Down

$9,155,909

Down $899,107 (-8.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$258,700

Down $1,702,613 (-118%) from 2021

Expenses

Down

$640,407

Down $400,179 (-38%) from 2021

Net Income

Down

-$899,107

Down $1,302,434 (-323%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$15M$10M$5.0M$0Assets 2014: $5,027,280Liabilities 2014: $0Net Assets 2014: $5,027,2802014Assets 2015: $4,657,538Liabilities 2015: $85Net Assets 2015: $4,657,4532015Assets 2016: $4,105,372Liabilities 2016: $585Net Assets 2016: $4,104,7872016Assets 2017: $4,304,126Liabilities 2017: $0Net Assets 2017: $4,304,1262017Assets 2018: $4,545,555Liabilities 2018: $0Net Assets 2018: $4,545,5552018Assets 2019: $5,604,318Liabilities 2019: $720Net Assets 2019: $5,603,5982019Assets 2020: $9,643,848Liabilities 2020: $805Net Assets 2020: $9,643,0432020Assets 2021: $10,055,016Liabilities 2021: $0Net Assets 2021: $10,055,0162021Assets 2022: $9,155,909Liabilities 2022: $0Net Assets 2022: $9,155,9092022Assets 2023: $7,081,788Liabilities 2023: $1,944Net Assets 2023: $7,079,8442023

Highlighted filing

2022

Assets$9,155,909
Liabilities$0
Net Assets$9,155,909
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2014: $388,716Expenses 2014: $325,390Net Income 2014: $63,3262014Revenue 2015: -$48,109Expenses 2015: $321,718Net Income 2015: -$369,8272015Revenue 2016: -$97,615Expenses 2016: $455,051Net Income 2016: -$552,6662016Revenue 2017: $601,633Expenses 2017: $402,294Net Income 2017: $199,3392017Revenue 2018: $667,298Expenses 2018: $425,869Net Income 2018: $241,4292018Revenue 2019: $1,474,856Expenses 2019: $420,843Net Income 2019: $1,054,0132019Revenue 2020: $4,954,318Expenses 2020: $914,873Net Income 2020: $4,039,4452020Revenue 2021: $1,443,913Expenses 2021: $1,040,586Net Income 2021: $403,3272021Revenue 2022: -$258,700Expenses 2022: $640,407Net Income 2022: -$899,1072022Revenue 2023: -$1,456,807Expenses 2023: $619,258Net Income 2023: -$2,076,0652023

Highlighted filing

2022

Revenue-$258,700
Expenses$640,407
Net Income-$899,107
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 16, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH ZITRINPresident-$0--
Filing and Contact Details

Filer

Filer Name
Zitrin Foundation
EIN
26-4650967
Phone
4157771001
Address
315 MONTGOMERY STREET SUITE 1029, SAN FRANCISCO, CA 94104

Signing Officer

Name
Elizabeth a Zitrin
Title
Director
Signed
2023-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Bregante Company Llp Cpas
Address
315 MONTGOMERY ST STE 1029, SAN FRANCISCO, CA 94104
Preparer
Diana Sosa
Phone
4157771001
Raw XML Appendix285 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/Amt027175
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BREGANTE & CO
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt027175
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FRB - CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02541387
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02229629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06029646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06301760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0GGHC - CORPORATE STOCKS
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt095689
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-359347
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01458
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt097147
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-359347
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-262200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt027175
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt027175
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt097147
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0549271
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0549271
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt095689
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt095689
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt095689
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-899107
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02606512
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01458
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01458
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01458
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-359347
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025487
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013868
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013868
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01146
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020622
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt097147
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0549271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt071660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0640407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt097147
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-258700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt071660
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt091136
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt029471
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt029471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0708419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11157780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21099660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-300505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt123063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-81905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-300505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-81905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0407914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11180843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21017755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ST - GGHC #116 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LT - GGHC #116 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LT - FIRST REPUBLIC #4666 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-359347
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-300505
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-899107
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09155909
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010055016
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09155909
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0550293
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0550293
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0550293
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0550647
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0354
IRS990PF/DistributableAmountGrp/TotalTaxAmt0354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt033070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt033424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt033070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt033424
IRS990PF/FMVAssetsEOYAmt09116267
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt044817
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt02567
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt044817
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt044817
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03825389
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03825389
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt089668
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0457335
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0457335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03556363
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02541387
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02229629
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06201283
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06029646
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06301760
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt052900
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt033423
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt033424
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06229627
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05330520
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0152235
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt049301
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt049302
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010055016
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09155909
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09116267
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010055016
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09155909
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010055016
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09155909
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011180641
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0587860
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010514540
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0167710
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt078241
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0550647
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011012931
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011180641
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH ZITRIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O 315 MONTGOMERY ST 1029
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094104
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0549271
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0549271
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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 315 MONTGOMERY STREET SUITE 102
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ELIZABETH ZITRIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum04157771001
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO PRESCRIBED APPLICATION FORM. LETTER FROM THE REQUESTING ORGANIZATION OR INDIVIDUAL STATING THE TAX STATUS OF THE APPLICANT AND THE AMOUNT AND PURPOSE FOR WHICH THE FUNDS ARE BEING REQUESTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ELIZABETH ZITRIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04157771001
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O 315 MONTGOMERY STREET SUITE 102
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094104
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0549271
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0see attached statement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS DONATIONS - STATEMENT ATTAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ADDRESS SHOWN IN ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094104
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0549271
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0297948
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0549271
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt153
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22443
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt153
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22443
TaxesSchedule/TaxesDetail/Amt092
TaxesSchedule/TaxesDetail/Amt1765
TaxesSchedule/TaxesDetail/Amt2289
TaxesSchedule/TaxesDetail/Amt319476
TaxesSchedule/TaxesDetail/CategoryTxt0ACCOUNT FEES - GGH ACCT 116
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt3US TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt092
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1765
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
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ReturnHeader/ReturnTs02023-11-16T20:56:09-08:00
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ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,155,909
Liabilities
$0
Net assets
$9,155,909
Revenue
-$258,700
Expenses
$640,407
Net income
-$899,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$1.46$0.62$2.08
2022Detailed filing. Detailed filing data is available for this year.$9.16$0.00$9.16$0.26$0.64$0.90
2021Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.44$1.04$0.40
2020Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$4.95$0.91$4.04
2019Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$1.47$0.42$1.05
2018Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.67$0.43$0.24
2017Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.60$0.40$0.20
2016Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.10$0.10$0.46$0.55
2015Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.05$0.32$0.37
2014Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.39$0.33$0.06