Civic Intelligence

Burdick Family Private Foundation

990PF • Fiscal year 2018 • EIN 26-6162229

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 17, 2019

Organization Profile
173 Camellia AveRedwood City, CA 94061-3617

(650) 787-7149

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-85%

Higher net margin than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-6.6%

Faster asset growth than 33% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-59%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$154,971

Down $10,874 (-6.6%) from 2017

Net Assets

Down

$154,024

Down $9,124 (-5.6%) from 2017

Liabilities

Down

$947

Down $1,750 (-65%) from 2017

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin7th percentile

Revenue

Down

$10,773

Down $15,797 (-59%) from 2017

Expenses

Down

$19,897

Down $1,709 (-7.9%) from 2017

Net Income

Down

-$9,124

Down $14,088 (-284%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$300K$200K$100K$0Assets 2011: $236,788Liabilities 2011: $1,085Net Assets 2011: $235,7032011Assets 2012: $220,007Liabilities 2012: $1,475Net Assets 2012: $218,5322012Assets 2013: $194,928Liabilities 2013: $1,475Net Assets 2013: $193,4532013Assets 2014: $179,844Liabilities 2014: $2,075Net Assets 2014: $177,7692014Assets 2015: $170,894Liabilities 2015: $3,797Net Assets 2015: $167,0972015Assets 2017: $165,845Liabilities 2017: $2,697Net Assets 2017: $163,1482017Assets 2018: $154,971Liabilities 2018: $947Net Assets 2018: $154,0242018Assets 2019: $137,959Liabilities 2019: $0Net Assets 2019: $137,9592019Assets 2020: $131,698Liabilities 2020: $0Net Assets 2020: $131,6982020Assets 2021: $127,976Liabilities 2021: $0Net Assets 2021: $127,9762021Assets 2022: $137,639Liabilities 2022: $66Net Assets 2022: $137,5732022Assets 2023: $128,814Liabilities 2023: $45Net Assets 2023: $128,7692023Assets 2024: $119,252Liabilities 2024: $44Net Assets 2024: $119,2082024

Highlighted filing

2018

Assets$154,971
Liabilities$947
Net Assets$154,024
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

$40K$20K$0-$20K-$40KExpenses 2011: $18,1942011Expenses 2012: $22,8202012Revenue 2013: $2,611Expenses 2013: $27,690Net Income 2013: -$25,0792013Revenue 2014: $862Expenses 2014: $16,546Net Income 2014: -$15,6842014Revenue 2015: $4,744Expenses 2015: $15,179Net Income 2015: -$10,4352015Revenue 2017: $26,570Expenses 2017: $21,606Net Income 2017: $4,9642017Revenue 2018: $10,773Expenses 2018: $19,897Net Income 2018: -$9,1242018Revenue 2019: $5,466Expenses 2019: $21,531Net Income 2019: -$16,0652019Revenue 2020: $12,338Expenses 2020: $18,599Net Income 2020: -$6,2612020Revenue 2021: $15,247Expenses 2021: $18,969Net Income 2021: -$3,7222021Revenue 2022: $23,262Expenses 2022: $13,665Net Income 2022: $9,5972022Revenue 2023: $4,563Expenses 2023: $13,367Net Income 2023: -$8,8042023Revenue 2024: $5,791Expenses 2024: $15,352Net Income 2024: -$9,5612024

Highlighted filing

2018

Revenue$10,773
Expenses$19,897
Net Income-$9,124
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 17, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAROLD HUNT BURDICKTrusteePT$0--
ELIZABETH ANN BURDICKTrustee-$0--
CORNELIA THOMPSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Burdick Family Private Foundation
EIN
26-6162229
Phone
6507877149
Address
173 CAMELLIA AVE, REDWOOD CITY, CA 94061-3617

Signing Officer

Name
Harold Hunt Burdick
Title
Trustee
Phone
6507877149
Signed
2019-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Barlow & Hughan Llp
Address
1182 MARKET STREET SUITE 400, SAN FRANCISCO, CA 94102-4922
Preparer
Wade C Hughan
Phone
4155222490
Raw XML AppendixShowing 400 of 573 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01,656 AQR FDS LONG SHORT EQUITY FD CL R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1740 CALAMOS INVT TR NEW PHINEUS LONG SHORT FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2605 COHEN & STEERS REAL ESTATE SECS FD CL F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc348 DOCUSIGN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4147 EATON VANCE ATLANTS CAP SMID CAP FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5238 HARDING LOEVNER FUNDS INC INTL EQUITY PORTFOLIO INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc620 MARATHON PETE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7964 PIMCO SHORT TERM FUND INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc835 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9444 SECTOR SPDR TRUST SBI CONSUM STAPLES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10163 SELECT SECTOR SPDR TRUST FINANICAL SELECT SECTOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1120 VF CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121,341 PIMCO INCOME FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1311 POWERSHARES QQQ TRUST SERIES 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1468 SELECT SECTOR SPDR TRUST HEALTH CARE SELECT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1526 VANGUARD INDEX FUNDS VANGUARD HIGH DIVIDEND YIELD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16966 COHEN & STEERS PFD SECS & INC FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc171,507 DOUBLELINE FDS TR SHILLER ENCHANCED CAPE CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18517 EATON VANCE GROWTH TR ATLANTA CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1967 INVESCO QQQ TR UNIT SER 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc209 ISHARES NASDAQ BIOTECHNOLOGY INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2155 ISHARES MSCI EAFE SMALL CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05600
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-9124
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0154024
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0163148
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0154024
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08835
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08835
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08835
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08917
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt082
IRS990PF/DistributableAmountGrp/TotalTaxAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0310
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0392
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0310
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0392
IRS990PF/FMVAssetsEOYAmt0156429
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02697
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0947
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0266649
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0266649
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0159039
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0150303
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0151761
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt092
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-103501
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-112625
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06714
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04358
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04358
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0165845
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0154971
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0156429
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02697
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0947
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0165845
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0154971
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0163148
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0154024
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0181058
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010517
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0170340
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02716
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0201
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08917
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0178342
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0181058
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HAROLD HUNT BURDICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH ANN BURDICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CORNELIA THOMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0173 CAMELLIA AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1173 CAMELLIA AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2137 MARKHAM AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0REDWOOD CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1REDWOOD CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2REDWOOD CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294063
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt017514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt015928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt013250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt015000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt026994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.091315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.093764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.087319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.068176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.075224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.132092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0178342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0186788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0182411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0194349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0199405
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0204357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.456575
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016418
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt082
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HAROLD HUNT BURDICK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0173 CAMILLA AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0REDWOOD CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0940613617

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Filings

Displayed year

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

Open filing
Assets
$154,971
Liabilities
$947
Net assets
$154,024
Revenue
$10,773
Expenses
$19,897
Net income
-$9,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06$0.15$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.05$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.23$0.14$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.15$0.19$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.12$0.19$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.22$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.01$1.54$0.11$0.20$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.03$1.63$0.27$0.22$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.04$1.67$0.05$0.15$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.02$1.78$0.01$0.17$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.95$0.01$1.93$0.03$0.28$0.25
2012Detailed filing. Detailed filing data is available for this year.$2.20$0.01$2.19$0.23
2011Detailed filing. Detailed filing data is available for this year.$2.37$0.01$2.36$0.18