Civic Intelligence

Priory Fund

990PF • Fiscal year 2012 • EIN 27-4014193

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

Organization Profile

1482 East Valley Road No 67893108

Siviq Scores

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

Higher debt load relative to assets than 41% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

No value available

This filing does not contain officer compensation rows.

Source year 2012

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets41st percentile

Assets

$3,593,951

No earlier filing loaded for comparison.

Net Assets

$3,538,149

No earlier filing loaded for comparison.

Liabilities

$55,802

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$318,132

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2012

Assets$3,593,951

Liabilities$55,802

Net Assets$3,538,149

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$318,132

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: May 9, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
KATHLEEN A LAVIDGE	President	-	$0	-	-
EDWARD J MCKINLEY	Treasurer	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	STANFORD UNIVERSITY	INTERDISCIPLINARY FELLOWSHIPS	501(C)3	STANFORD, CA, US	$115,000
Paid Grant	CHILD ABUSE LISTENING AND MEDIATION	NORTH COUNTY EXPANSION	501(C)3	SANTA BARBARA, CA, US	$55,000
Paid Grant	YALE UNIVERSITY	CAPITAL CAMPAIGN GIFT	501(C)3	NEW HAVEN, CT, US	$40,000

Filing and Contact Details

Filer

EIN: 27-4014193

Raw XML AppendixShowing 400 of 504 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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AccountingFeesSchedule/AccountingFees/Category	0	ACCOUNTING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps	0	3000
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	3000
DistributionFromCorpusElection/Election	0	SECTION 49(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS:PURSUANT TO IRC SECTION 4942(H)(2) AND REGLATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ___________________________________________
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	0	0
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	1	86323
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	2	46168
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	3	12379
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	4	180058
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	5	55224
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	0	0
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	2	129698
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	3	10267
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	4	436833
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	5	61294
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	GLOBEOP FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	1	AFFILIATED MANAGERS GRP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	2	MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	3	NUANCE COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	4	SCRIPPS NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	5	TARGA RESOURCES CORP
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	0	0
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	1	916622
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	2	1000000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	LAPIS OPPORTUNITIES FUND II LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	1	LAPIS OPPORTUNITIES FUND III LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	2	EJF OPPORTUNITIES FUND
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	0	654209
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	1	1109876
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	2	1000000
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	2	AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	37620
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount	0	1378549
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode	0	18
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount	0	8
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	1416177
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	6000
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	210000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	210000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss	0	1698815
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	37620
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	37620
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	2796860
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	1747692
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	1378549
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	1315657
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps	0	180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm	0	180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss	0	360
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm	0	8
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss	0	8
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps	0	62
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm	0	97340
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss	0	97402
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps	0	105
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	3310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	214407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	100520
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	318132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	1416177
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	3114992
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	4407
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	100520
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	108132
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps	0	1060
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss	0	1060
IRS990PF/BalanceSheets/CapitalStockBOY	0	2010274
IRS990PF/BalanceSheets/CapitalStockEOY	0	3538149
IRS990PF/BalanceSheets/CashBOY	0	539403
IRS990PF/BalanceSheets/CashEOY	0	1297177
IRS990PF/BalanceSheets/CashEOYFMV	0	1297177
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY	0	320526
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY	0	380152
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV	0	950582
IRS990PF/BalanceSheets/InvestmentsOtherBOY	0	1150345
IRS990PF/BalanceSheets/InvestmentsOtherEOY	0	1916622
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV	0	2764085
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY	0	0
IRS990PF/BalanceSheets/OtherLiabilitiesEOY	0	55802
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY	0	0
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY	0	0
IRS990PF/BalanceSheets/RetainedEarningsBOY	0	0
IRS990PF/BalanceSheets/RetainedEarningsEOY	0	0
IRS990PF/BalanceSheets/TotalAssetsBOY	0	2010274
IRS990PF/BalanceSheets/TotalAssetsEOY	0	3593951
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	5011844
IRS990PF/BalanceSheets/TotalLiabilitiesBOY	0	0
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	2010274
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	0	49448
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	2	21699
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	3	37353
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	4	19244
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	5	236951
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2009-01-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2009-09-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	2	2009-09-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	3	2009-09-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	4	2010-06-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	5	2010-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	6	2010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2012-02-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	2	2012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	3	2012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	4	2012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	5	2012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	6	2012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	GLOBEOP FINANCIAL SERVICES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	GLOBEOP FINANCIAL SERVICES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	GLOBEOP FINANCIAL SERVICES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	GLOBEOP FINANCIAL SERVICES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	GLOBEOP FINANCIAL SERVICES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	5	GLOBEOP FINANCIAL SERVICES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	6	NET GAINS FROM PASSTHROUGH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	412062
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	14693
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	2	71921
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	4	17146
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	5	191880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	6	547441
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	1	14693
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	2	71921
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	4	17146
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	5	191880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	6	547441
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	461510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	1	19141
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	2	93620
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	3	160759
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	4	36390
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	6	547441
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	0	D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	1	D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	2	D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	3	D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	4	D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	5	D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	6	P
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	1268985
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	4807134
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	2010274
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	3538149
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	182731
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	182731
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	182731
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	195888
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	13157
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment	0	72
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	13157
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	0
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	5011844
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	3977417
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	1637683
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	81622
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	59661
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	2258112
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	195888
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	3917756
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	3977417
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	2.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	KATHLEEN A LAVIDGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	EDWARD J MCKINLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	1482 EAST VALLEY ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	1482 EAST VALLEY ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	MONTECITO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	MONTECITO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	93108
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	93108
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	73385
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	60228
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.015373
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.026731
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.004014
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	3917756
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	3513866
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	1609586
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	13157
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	214407
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	93928
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	6461
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.030745
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	201250
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	214407
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	13157
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	214407
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	EDWARD MCKINLEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	8055651413
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	1482 EAST VALLEY ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	MONTECITO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	93108
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	CA
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	1
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/ContributingManager	0	EDWARD J MCKINLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	55000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	115000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	40000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	NORTH COUNTY EXPANSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	INTERDISCIPLINARY FELLOWSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	CAPITAL CAMPAIGN GIFT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	CHILD ABUSE LISTENING AND MEDIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	STANFORD UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	YALE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	501(C)3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	501(C)3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	501(C)3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	1236 CHAPALA STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	520 LASUEN MALL OLD UNION 103
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	PO BOX 2038
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	STANFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	NEW HAVEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	93101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	94305
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	06521
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/ShareholderManager	0	EDWARD J MCKINLEY
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	210000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	65926
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	148481
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	182731
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	214407
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	116805
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	148481
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	745825
IRS990ScheduleB/ContributorInfo/AggregateContributions	1	306704
IRS990ScheduleB/ContributorInfo/AggregateContributions	2	127623
IRS990ScheduleB/ContributorInfo/AggregateContributions	3	446637
IRS990ScheduleB/ContributorInfo/AggregateContributions	4	9936
IRS990ScheduleB/ContributorInfo/AggregateContributions	5	57919
IRS990ScheduleB/ContributorInfo/AggregateContributions	6	4171
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	1482 EAST VALLEY ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	1	1482 EAST VALLEY ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	2	1482 EAST VALLEY ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	3	1482 EAST VALLEY ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	4	1482 EAST VALLEY ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	5	1482 EAST VALLEY ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	6	1482 EAST VALLEY ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	MONTECITO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	1	MONTECITO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	2	MONTECITO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	3	MONTECITO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	4	MONTECITO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	5	MONTECITO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	6	MONTECITO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	1	CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	2	CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	3	CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	4	CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	5	CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	6	CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	93108
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	1	93108
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	2	93108
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	3	93108
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	4	93108
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	5	93108
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	6	93108
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	0	EDWARD J MCKINLEY
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	1	EDWARD J MCKINLEY
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	2	EDWARD J MCKINLEY
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	3	EDWARD J MCKINLEY
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	4	EDWARD J MCKINLEY
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	5	EDWARD J MCKINLEY
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	6	EDWARD J MCKINLEY
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	1
IRS990ScheduleB/ContributorInfo/ContributorNumber	1	2

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Assets: $3,593,951
Liabilities: $55,802
Net assets: $3,538,149
Revenue: -
Expenses: $318,132
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$16.4	$0.00	$16.4	$0.80	$1.34	$0.54
2023Detailed filing. Detailed filing data is available for this year.	$16.9	$0.00	$16.9	$0.48	$1.15	$0.68
2022Detailed filing. Detailed filing data is available for this year.	$16.6	$0.00	$16.6	$0.59	$1.08	$0.49
2021Detailed filing. Detailed filing data is available for this year.	$18.1	$0.00	$18.1	$7.28	$1.12	$6.16
2020Detailed filing. Detailed filing data is available for this year.	$14.0	$0.00	$14.0	$4.52	$0.84	$3.69
2019Detailed filing. Detailed filing data is available for this year.	$12.0	$0.00	$12.0	$0.66	$0.93	$0.26
2018Detailed filing. Detailed filing data is available for this year.	$12.5	$0.00	$12.5	$0.87	$0.96	$0.10
2017Detailed filing. Detailed filing data is available for this year.	$12.7	$0.00	$12.7	$1.34	$0.84	$0.50
2016Detailed filing. Detailed filing data is available for this year.	$12.4	$0.01	$12.4	$0.47	$0.81	$0.33
2015Detailed filing. Detailed filing data is available for this year.	$12.9	$0.00	$12.9	$7.69	$0.58	$7.11
2014Detailed filing. Detailed filing data is available for this year.	$5.85	$0.10	$5.74	$6.89	$0.30	$6.59
2012Detailed filing. Detailed filing data is available for this year.	$3.59	$0.06	$3.54		$0.32