Civic Intelligence

Harry S Thomson Memorial Foundation Inc.

990PF • Fiscal year 2017 • EIN 27-0351792

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
C/O F A LA Poll 2479 E Bayshore RdPalo Alto, CA 94303

(650) 493-8070

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

80th percentile

26%

Higher net margin than 80% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

67th percentile

8.2%

Faster asset growth than 67% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

39%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,787,603

Up $135,495 (+8.2%) from 2016

Net Assets

Up

$1,782,603

Up $130,495 (+7.9%) from 2016

Liabilities

Up

$5,000

Up $5,000 from 2016

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin80th percentile

Revenue

Up

$553,931

Up $154,663 (+39%) from 2016

Expenses

Up

$408,868

Up $227,933 (+126%) from 2016

Net Income

Down

$145,063

Down $73,270 (-34%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $1,286,997Liabilities 2012: $0Net Assets 2012: $1,286,9972012Assets 2013: $1,562,937Liabilities 2013: $1,243Net Assets 2013: $1,561,6942013Assets 2014: $1,484,013Liabilities 2014: $0Net Assets 2014: $1,484,0132014Assets 2015: $1,433,775Liabilities 2015: $0Net Assets 2015: $1,433,7752015Assets 2016: $1,652,108Liabilities 2016: $0Net Assets 2016: $1,652,1082016Assets 2017: $1,787,603Liabilities 2017: $5,000Net Assets 2017: $1,782,6032017Assets 2018: $3,111,545Liabilities 2018: $0Net Assets 2018: $3,111,5452018Assets 2019: $2,922,176Liabilities 2019: $0Net Assets 2019: $2,922,1762019Assets 2020: $2,660,355Liabilities 2020: $0Net Assets 2020: $2,660,3552020Assets 2021: $2,505,694Liabilities 2021: $0Net Assets 2021: $2,505,6942021Assets 2022: $2,276,846Liabilities 2022: $75Net Assets 2022: $2,276,7712022Assets 2023: $2,873,547Liabilities 2023: $0Net Assets 2023: $2,873,5472023Assets 2024: $4,149,009Liabilities 2024: $0Net Assets 2024: $4,149,0092024

Highlighted filing

2017

Assets$1,787,603
Liabilities$5,000
Net Assets$1,782,603
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $102,6902012Revenue 2013: $382,290Expenses 2013: $105,463Net Income 2013: $276,8272013Revenue 2014: $126,642Expenses 2014: $154,240Net Income 2014: -$27,5982014Revenue 2015: $118,322Expenses 2015: $168,560Net Income 2015: -$50,2382015Revenue 2016: $399,268Expenses 2016: $180,935Net Income 2016: $218,3332016Revenue 2017: $553,931Expenses 2017: $408,868Net Income 2017: $145,0632017Revenue 2018: $1,550,439Expenses 2018: $207,659Net Income 2018: $1,342,7802018Revenue 2019: $24,389Expenses 2019: $213,758Net Income 2019: -$189,3692019Revenue 2020: -$57,711Expenses 2020: $204,110Net Income 2020: -$261,8212020Revenue 2021: $145,489Expenses 2021: $300,150Net Income 2021: -$154,6612021Revenue 2022: $29,672Expenses 2022: $258,595Net Income 2022: -$228,9232022Revenue 2023: $852,681Expenses 2023: $255,905Net Income 2023: $596,7762023Revenue 2024: $1,582,111Expenses 2024: $306,649Net Income 2024: $1,275,4622024

Highlighted filing

2017

Revenue$553,931
Expenses$408,868
Net Income$145,063
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT PIKEPres/CFO-$0--
RENEE FRENCHV.P./Secry-$0--
Filing and Contact Details

Filer

Filer Name
The Harry S Thomson Memorial
EIN
27-0351792
Phone
6504938070
Address
C/O F A LA POLL 2479 E BAYSHORE RD, PALO ALTO, CA 94303

Signing Officer

Name
Robert Pike
Title
Pres/CFO
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Joseph V Zaccone CPA
Address
330 Primrose Road Ste 504, Burlingame, CA 94010
Preparer
Joseph V Zaccone
Phone
6504939500
Raw XML AppendixShowing 400 of 580 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/GainOrLossAmt115825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt218250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt55500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt65263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt826393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt92250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt103150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1112060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-3594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1312250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt144800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt156405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-1113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1768860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt182891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0349721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt218250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt55500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt65263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt826393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt92250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1112060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-3594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1312250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt144800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt156405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-1113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1768860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0483825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt190825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2118250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt376620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt422920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt530500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt630263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt724038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8101393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt927250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1038150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1172060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1213118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1362250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1429800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1556405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1623887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1884794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
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/HowAcquiredCd18D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0535 ALPHABET INC SHS CL C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17500 AAPL NOTES BARC PREM 21.1% DUE 1/27/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210000 FIN BSLT ARN BARC CAP 18.25% DUE 5/26/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc37500 FB STEPS BARC CPN 9% DUE 6/16/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42500 F STEPS RBC CP 8.5% DUE 7/21/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52500 FIN BSKT ARN CIVBC CAP 22% DUE 8/25/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62500 FIN BSKT ARN CS CAP 21.05% DUE 11/27/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72500 GOLD ARN BACK CAP 12.75% DUE 9/5/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc87500 HGX STEPUP BAC STEP 16% DUE 10/27/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92500 HGX STEPUP BACK STEP 22% DUE 8/31/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc103500 HGX STEPUP BACK STEP 20% DUE 11/26/18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc116000 INSUR BSKT ARN BARC CAP 20.10% 1/27/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12700 CALAMOS DYN CONV & INC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc135000 NBI ARN BARC CAP 24.50% DUE 5/26+/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142500 NBI ARN BARC CAP 10.20% DUE 8/25/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc155000 SP500 ARN BAC CAP 12/81% DUE 5/27/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161000 THE GABELLI EQ TRUST INC SER H CUM PRD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc172000 AMER FINL CLD GRP SN NTS 5.75% 8/25/2042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18100 ALPHABET INC SHS CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0527489
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-3594
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0145063
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt014568
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01797171
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01652108
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01782603
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0124460
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0124460
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0124460
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0129939
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05479
IRS990PF/DistributableAmountGrp/TotalTaxAmt05479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07880
IRS990PF/FMVAssetsEOYAmt02521647
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01652108
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01782603
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0361
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0836
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0125000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt050500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0368573
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0203968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0826919
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01152158
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01530521
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01644228
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06016
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02278
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01652108
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01787603
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02521647
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01652108
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01787603
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01652108
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01782603
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02638352
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0118226
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02520126
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039575
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0129939
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02598777
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02638352
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RENEE FRENCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V.P./SECRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0FOUNDATION ADDRESS-P1 990-PF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1FOUNDATION ADDRESS-P1 990-PF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA

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Filings

Displayed year

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

Open filing
Assets
$1,787,603
Liabilities
$5,000
Net assets
$1,782,603
Revenue
$553,931
Expenses
$408,868
Net income
$145,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$1.58$0.31$1.28
2023Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.85$0.26$0.60
2022Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.03$0.26$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.15$0.30$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.06$0.20$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.02$0.21$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$1.55$0.21$1.34
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.01$1.78$0.55$0.41$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.40$0.18$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.12$0.17$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.13$0.15$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.38$0.11$0.28
2012Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.10