Civic Intelligence

Cabin Road Foundation Dated April 4 2011

990PF • Fiscal year 2016 • EIN 30-6284988

Dec 01, 2015 to Nov 30, 2016 • Filed on Feb 22, 2017

Organization Profile
c/o The Gagnon Group LLC PO Box 730Point Pleasant, NJ 08742-0730

(732) 295-1000

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

61st percentile

6.5%

Higher net margin than 61% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

40th percentile

0.4%

Faster asset growth than 40% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-46%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$41,240,280

Up $156,311 (+0.4%) from 2015

Net Assets

Up

$41,240,280

Up $156,311 (+0.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin61st percentile

Revenue

Down

$2,320,945

Down $1,964,218 (-46%) from 2015

Expenses

Up

$2,169,104

Up $259,631 (+14%) from 2015

Net Income

Down

$151,841

Down $2,223,849 (-94%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$400M$300M$200M$100M$0Assets 2012: $40,548,038Liabilities 2012: $0Net Assets 2012: $40,548,0382012Assets 2013: $39,269,952Liabilities 2013: $0Net Assets 2013: $39,269,9522013Assets 2014: $38,708,279Liabilities 2014: $0Net Assets 2014: $38,708,2792014Assets 2015: $41,083,969Liabilities 2015: $0Net Assets 2015: $41,083,9692015Assets 2016: $41,240,280Liabilities 2016: $0Net Assets 2016: $41,240,2802016Assets 2017: $182,410,994Liabilities 2017: $0Net Assets 2017: $182,410,9942017Assets 2018: $332,209,624Liabilities 2018: $0Net Assets 2018: $332,209,6242018Assets 2019: $326,448,953Liabilities 2019: $0Net Assets 2019: $326,448,9532019Assets 2020: $322,495,460Liabilities 2020: $0Net Assets 2020: $322,495,4602020Assets 2021: $272,783,815Liabilities 2021: $0Net Assets 2021: $272,783,8162021Assets 2022: $253,962,705Liabilities 2022: $0Net Assets 2022: $254,162,7052022Assets 2023: $252,151,774Liabilities 2023: $0Net Assets 2023: $252,151,7742023Assets 2024: $139,844,644Liabilities 2024: $0Net Assets 2024: $139,844,6442024

Highlighted filing

2016

Assets$41,240,280
Liabilities$0
Net Assets$41,240,280
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$200M$100M$0-$100M-$200MExpenses 2012: $02012Expenses 2013: $2,532,6422013Revenue 2014: $3,268,645Expenses 2014: $3,817,818Net Income 2014: -$549,1732014Revenue 2015: $4,285,163Expenses 2015: $1,909,473Net Income 2015: $2,375,6902015Revenue 2016: $2,320,945Expenses 2016: $2,169,104Net Income 2016: $151,8412016Revenue 2017: $144,284,916Expenses 2017: $3,114,202Net Income 2017: $141,170,7142017Revenue 2018: $172,586,867Expenses 2018: $22,700,890Net Income 2018: $149,885,9772018Revenue 2019: $11,725,002Expenses 2019: $17,485,673Net Income 2019: -$5,760,6712019Revenue 2020: $6,064,319Expenses 2020: $15,217,236Net Income 2020: -$9,152,9172020Revenue 2021: $8,803,119Expenses 2021: $57,126,023Net Income 2021: -$48,322,9042021Revenue 2022: $13,709,404Expenses 2022: $26,776,548Net Income 2022: -$13,067,1442022Revenue 2023: $14,119,331Expenses 2023: $16,122,889Net Income 2023: -$2,003,5582023Revenue 2024: $28,621,760Expenses 2024: $134,225,168Net Income 2024: -$105,603,4082024

Highlighted filing

2016

Revenue$2,320,945
Expenses$2,169,104
Net Income$151,841
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Feb 22, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne Grousbeck MattaTrustee-$0--
Horacio Matta VelascoTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cabin Road Foundation
EIN
30-6284988
Phone
7322951000
Address
c/o The Gagnon Group LLC PO Box 730, Point Pleasant, NJ 08742-0730

Signing Officer

Name
Anne Grousbeck Matta
Title
Trustee
Phone
7322951000
Signed
2017-02-22
Discuss with paid preparer
Yes

Preparer

Firm
The Gagnon Group LLC
Address
P O Box 730, Point Pleasant, NJ 08742-0730
Preparer
Mary C Buletza
Phone
7322951000
Raw XML AppendixShowing 400 of 474 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/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02149043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01552188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03251386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02319008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt015150196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.036449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.075011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.056150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.081645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt016291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt042782532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt042584891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt043345279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt041299884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt09850000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0185562757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01752270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.249255
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01752270
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01752270
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01752270
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd01
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd01
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/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/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Anne Grousbeck Matta
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02995 Woodside Road Suite 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Woodside
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094062
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06504544731
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No formal procedures have been established at this time
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Anne G Matta Trustee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06504544731
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02995 Woodside Road Suite 400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Woodside
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094602
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Grants are limited to IRC Section 501(c)(3) defined purposes and charities.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No deadlines have been established at this time
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt375000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5472000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Eastside College Preparatory School Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1K-1 Allocation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Lewis and John Platt EPA Family YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Menlo School College Opportunity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Stanford University Office of Development
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Woodside School Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Public charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5Public charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01041 Myrtle Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1655 Knight Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2550 Bell Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt350 Valparaiso
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4655 Knight Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53195 Woodside Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0East Palo Alto
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Stanford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2East Palo Alto
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Atherton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Stanford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Woodside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1943057216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4943057216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594602
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01747120
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01752270
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02101447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0349177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01144322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0279442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01355238
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0349177
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01006061
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01423764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01144322
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0279442
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01752270
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02429825
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02779002
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt039428396
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Investment in diversified investment partnerships
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt039634162
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt043085363
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0California filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 allocation non-ded exp
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 allocation deductions - portfolio (2% floor)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3K-1 allocation deductions - portfolio (other)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4UBI allocation K-1s Pship Net Rental RE loss UBI
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2121891
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt32712
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1525
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2121891
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt37712
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt451033
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0669992
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-367
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-396261
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-766
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt419698

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,240,280
Liabilities
$0
Net assets
$41,240,280
Revenue
$2,320,945
Expenses
$2,169,104
Net income
$151,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$140$0.00$140$28.6$134$106
2023Detailed filing. Detailed filing data is available for this year.$252$0.00$252$14.1$16.1$2.00
2022Detailed filing. Detailed filing data is available for this year.$254$0.00$254$13.7$26.8$13.1
2021Detailed filing. Detailed filing data is available for this year.$273$0.00$273$8.80$57.1$48.3
2020Detailed filing. Detailed filing data is available for this year.$322$0.00$322$6.06$15.2$9.15
2019Detailed filing. Detailed filing data is available for this year.$326$0.00$326$11.7$17.5$5.76
2018Detailed filing. Detailed filing data is available for this year.$332$0.00$332$173$22.7$150
2017Detailed filing. Detailed filing data is available for this year.$182$0.00$182$144$3.11$141
2016Detailed filing. Detailed filing data is available for this year.$41.2$0.00$41.2$2.32$2.17$0.15
2015Detailed filing. Detailed filing data is available for this year.$41.1$0.00$41.1$4.29$1.91$2.38
2014Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$3.27$3.82$0.55
2013Detailed filing. Detailed filing data is available for this year.$39.3$0.00$39.3$2.53
2012Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$0.00