Civic Intelligence

Foster Foundation

990PF • Fiscal year 2023 • EIN 27-3200226

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

Organization Profile
702 Monterey CTSan Diego, CA 92109

(510) 272-0880

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-161%

Higher net margin than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

28th percentile

-3.0%

Faster asset growth than 28% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-76%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,524,097

Down $78,944 (-3.0%) from 2022

Net Assets

Down

$2,524,097

Down $78,944 (-3.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Down

$68,816

Down $221,416 (-76%) from 2022

Expenses

Down

$179,778

Down $88,512 (-33%) from 2022

Net Income

Down

-$110,962

Down $132,904 (-606%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,554,325Liabilities 2014: $0Net Assets 2014: $3,554,3252014Assets 2015: $3,531,966Liabilities 2015: $0Net Assets 2015: $3,531,9662015Assets 2016: $3,460,947Liabilities 2016: $0Net Assets 2016: $3,460,9472016Assets 2017: $3,219,737Liabilities 2017: $0Net Assets 2017: $3,219,7372017Assets 2018: $3,024,236Liabilities 2018: $0Net Assets 2018: $3,024,2362018Assets 2019: $2,926,551Liabilities 2019: $0Net Assets 2019: $2,926,5512019Assets 2020: $2,605,148Liabilities 2020: $0Net Assets 2020: $2,605,1482020Assets 2021: $2,563,116Liabilities 2021: $0Net Assets 2021: $2,563,1162021Assets 2022: $2,603,041Liabilities 2022: $0Net Assets 2022: $2,603,0412022Assets 2023: $2,524,097Liabilities 2023: $0Net Assets 2023: $2,524,0972023

Highlighted filing

2023

Assets$2,524,097
Liabilities$0
Net Assets$2,524,097
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$400K$200K$0-$200K-$400K-$600KRevenue 2014: $185,403Expenses 2014: $217,971Net Income 2014: -$32,5682014Revenue 2015: $168,185Expenses 2015: $190,544Net Income 2015: -$22,3592015Revenue 2016: $155,720Expenses 2016: $266,822Net Income 2016: -$111,1022016Revenue 2017: -$14,637Expenses 2017: $280,873Net Income 2017: -$295,5102017Revenue 2018: $75,099Expenses 2018: $223,605Net Income 2018: -$148,5062018Revenue 2019: $163,320Expenses 2019: $205,845Net Income 2019: -$42,5252019Revenue 2020: -$239,111Expenses 2020: $243,209Net Income 2020: -$482,3202020Revenue 2021: $227,638Expenses 2021: $270,195Net Income 2021: -$42,5572021Revenue 2022: $290,232Expenses 2022: $268,290Net Income 2022: $21,9422022Revenue 2023: $68,816Expenses 2023: $179,778Net Income 2023: -$110,9622023

Highlighted filing

2023

Revenue$68,816
Expenses$179,778
Net Income-$110,962
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNA L FOSTERChairman-$0--
WINSLOW J FOSTER IIIPresident-$0--
TANYA L FOSTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Foster Foundation
EIN
27-3200226
Address
702 MONTEREY CT, SAN DIEGO, CA 92109

Signing Officer

Name
Winslow J Foster Iii
Title
President
Phone
5107251919
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Jones L Wee CPA
Address
1207 Webster Street Suite 300, Oakland, CA 94612-3948
Preparer
Jones Wee
Phone
5102720880
Raw XML AppendixShowing 400 of 425 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt020494
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt021562
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-06-24
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-01-20
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1299034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13153733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1492405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15155000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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/PropertyDesc01700SH CHEVRON CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11180SH COCA-COLA COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21868SH EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31500SH GILEAD SCIENCES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4600SH GILEAD SCIENCES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52200SH RAYTHEON TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6700SH RAYTHEON TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71100SH THE TRAVELLERS COS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8950SH MARATHON PETROLEUM CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9900SH VALERO ENERGY CORP NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10500SH FIRST REPUBLIC BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111100SH SUNRUN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12250SH TWILIO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13500SH FEDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14500SH WALT DISNEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151000 NVIDIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc164000SH NVIDIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17ETRADE OPTION-SEE ATTACHED SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102022-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112022-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122022-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132022-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142022-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152022-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt020494
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-121934
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-110962
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt032018
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02524097
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02603041
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02524097
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0137136
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0137136
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0137136
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0137421
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0285
IRS990PF/DistributableAmountGrp/TotalTaxAmt0285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt02771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03056
IRS990PF/FMVAssetsEOYAmt01827989
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021431
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-15
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02193202
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01127909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01127268
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02603041
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02524097
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IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0490000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0388408
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0197699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02603041
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02524097
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01827989
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02603041
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02524097
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02603041
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02524097
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0708504
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0700721
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0505863
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01794584
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041854
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0489824
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0137421
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02748417
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02790271
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TANYA L FOSTER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2702 MONTEREY CT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN DIEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN DIEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0147503
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0147503
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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/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/IndividualWithBooksNm0WINSLOW JAMES FOSTER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0702 MONTEREY CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN DIEGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092109
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05107251919
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt197503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CARL I BOURHENNE MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UCK INSTITUTE FOR RESEARCH ON AGING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03857 BIRCH STREET NO 182
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18001 REDWOOD BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NOVATO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194945
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0147503
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0137136
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0137136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt084118
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0125344
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt092861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt063418
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt065569
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt065569
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0376108
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt084118
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0125344
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt092861
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt063418
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0147503
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010367
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0441677
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0431310
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt021562
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PRIOR YEAR TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0168
OtherIncreasesSchedule/OtherIncreasesDetail/Amt032018
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOKTAX DIFFERENCE FOR DONATED SEC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0490000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0DAVID J SCHULTE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt0490000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt06.5
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc0489824
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0490000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0LOAN
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02023-06
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0ON DEMAND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07601
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt03056
TaxesSchedule/TaxesDetail/Amt156
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX CURRENT YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX PRIOR YEAR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WINSLOW J FOSTER III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05107251919

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,524,097
Liabilities
$0
Net assets
$2,524,097
Revenue
$68,816
Expenses
$179,778
Net income
-$110,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.07$0.18$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$0.29$0.27$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.23$0.27$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.24$0.24$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.16$0.21$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.08$0.22$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.01$0.28$0.30
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.16$0.27$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.17$0.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.19$0.22$0.03