Civic Intelligence

Jane P Kunde Charitable Trust

990PF • Fiscal year 2017 • EIN 30-6444929

Dec 01, 2016 to Nov 30, 2017 • Filed on Sep 17, 2018

Organization Profile
PO Box 2829Santa Rosa, CA 95405

(707) 544-5756

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

5th percentile

-103%

Higher net margin than 5% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

44th percentile

0.6%

Faster asset growth than 44% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

59%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$777,815

Up $4,914 (+0.6%) from 2016

Net Assets

Up

$777,815

Up $6,714 (+0.9%) from 2016

Liabilities

Down

$0

Down $1,800 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin5th percentile

Revenue

Up

$22,697

Up $8,459 (+59%) from 2016

Expenses

Up

$46,155

Up $11,245 (+32%) from 2016

Net Income

Down

-$23,458

Down $2,786 (-13%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.0M$500K$0Assets 2016: $772,901Liabilities 2016: $1,800Net Assets 2016: $771,1012016Assets 2017: $777,815Liabilities 2017: $0Net Assets 2017: $777,8152017Assets 2018: $694,906Liabilities 2018: $0Net Assets 2018: $694,9062018Assets 2019: $764,746Liabilities 2019: $0Net Assets 2019: $764,7462019Assets 2020: $737,924Liabilities 2020: $0Net Assets 2020: $737,9242020Assets 2021: $825,358Liabilities 2021: $0Net Assets 2021: $825,3582021Assets 2022: $674,943Liabilities 2022: $0Net Assets 2022: $674,9432022Assets 2024: $757,715Liabilities 2024: $0Net Assets 2024: $757,7152024

Highlighted filing

2017

Assets$777,815
Liabilities$0
Net Assets$777,815
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$100K$50K$0-$50K-$100KRevenue 2016: $14,238Expenses 2016: $34,910Net Income 2016: -$20,6722016Revenue 2017: $22,697Expenses 2017: $46,155Net Income 2017: -$23,4582017Revenue 2018: $61,469Expenses 2018: $17,206Net Income 2018: $44,2632018Revenue 2019: -$4,263Expenses 2019: $47,369Net Income 2019: -$51,6322019Revenue 2020: -$48,111Expenses 2020: $43,458Net Income 2020: -$91,5692020Revenue 2021: $39,125Expenses 2021: $44,618Net Income 2021: -$5,4932021Revenue 2022: $32,507Expenses 2022: $49,190Net Income 2022: -$16,6832022Revenue 2024: $40,301Expenses 2024: $46,638Net Income 2024: -$6,3372024

Highlighted filing

2017

Revenue$22,697
Expenses$46,155
Net Income-$23,458
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Sep 17, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
F Kurt KundeTrustee-$0--
William S KundeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jane P Kunde Charitable Trust
EIN
30-6444929
Phone
7075445756
Address
PO Box 2829, Santa Rosa, CA 95405

Signing Officer

Name
F Kurt Kunde
Title
Trustee
Signed
2018-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Elliott CPA Group Inc
Address
375 E Street, SANTA ROSA, CA 95404
Preparer
James R Elliott CPA
Phone
7075416081
Raw XML Appendix396 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01863
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0EMERSON ELECTRI 2.625%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1GENERAL ELECTRI 5.625%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2SHELL INTL FIN B 4.3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3TOYOTA AUTO RECEI 4.5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt040332
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt130464
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt231127
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt342189
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt040332
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt130464
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt231127
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt342189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt039384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt426904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt530518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt620100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt729886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt827635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt921043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1029188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1110320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1217124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1333882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt147496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1515705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1622833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1739928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1816424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1924557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt204148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2136239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2214790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt039384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt426904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt530518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt620100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt729886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt827635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt921043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1029188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1110320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1217124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1333882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt147496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1515705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1622833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1739928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1816424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1924557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt204148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2136239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2214790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0600 SHARES CARNIVAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm175 SHARES CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2150 SHARES CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3277 SHARES HSBC HLDGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4600 SHARES INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5465 SHARES JACOBS ENGINEERING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6534 SHARES JOHNSON CONTROLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm727 SHARES MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8500 SHARES MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9250 SHARES MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10870 SHARES NATIONAL OILWELL VAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111,000 SHARES NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12200 SHARES VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13600 SHARES WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1490 SHARES EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15150 SHARES LYONDELLBASSEL INDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16940 SHARES MOSAIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17700 SHARES ROBERT HALF INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18130 SHARES TOYOTA MOTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19480 SHARES WILLIAMS SONOMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2053 SHARES ADIENT PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21700 SHARES NOVO-NORDISK A-S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22300 SHARES CAMBELL SOUP CO
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt074873
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt074873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt012940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt080 SHARES SIMON PPTY GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt012940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt012384
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt02922
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07391
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt019775
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02922
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022697
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01863
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt012433
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02922
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt036337
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt036337
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt012384
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012384
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012384
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-23458
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt093883
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt07391
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07391
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07391
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02922
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015355
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt07342
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07342
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07342
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt019775
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt07342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt036337
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt046155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022697
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022697
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt07342
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07342
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt225006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt315684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt416962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt67019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt76337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt63801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt63801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt315377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt414752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt610820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt77527
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/PropertyDesc030 SHARES EMERSON ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1340 SHARES NORDSTROM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2$25,000 PNC BANK 5.8%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3300 SHARES BANK OF NY MELLON CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4250 SHARES EMERSON ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc575 SHARES HSBC HLDGS PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6190 SHARES JACOBS ENGINEERING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc780 SHARES ROCKWELL COLLINS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02922
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-23458
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt030172
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0777815
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0771101
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0777815
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036830
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036830
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036830
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt037137
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0307
IRS990PF/DistributableAmountGrp/TotalTaxAmt0307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0307
IRS990PF/FMVAssetsEOYAmt0734196
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01800
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0771101
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0777815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0172423
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0144112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0144112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0496283
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0502271
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0502271
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt012940
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt012940
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt030463
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt043619
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0772901
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0777815
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0734196
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01800
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0772901
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0777815
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0771101
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0777815
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt073732
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt074873
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt074873
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0754055
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt033873
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0720182
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011311
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt037137
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0742744
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0754055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0F Kurt Kunde
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1William S Kunde
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 2829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 2966
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Santa Rosa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Santa Rosa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195405
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt036337
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt036337
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt036337
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 2829
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Santa Rosa
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095405
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Robin Kunde
IRS990PF/StatementsRegardingActyGrp/PhoneNum07075445756
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST MUST BE IN WRITING AND SPECIFIED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0F Kurt Kunde
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07075445756
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 2829
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Santa Rosa
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd095405
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE OTHER THAN QUALIFIED UNDER THE TAX LAW.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt036337
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SONOMA COUNTY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 E STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA ROSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095404
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036337
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/AppliedToCurrentYearAmt0232
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt036105
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036830
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036337
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt036598
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt036105
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt17325
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17325
TaxesSchedule/TaxesDetail/Amt0371
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2232
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt2INTERNAL REVENUE SERVICE
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0F Kurt Kunde
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jane P Kunde Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JANE
ReturnHeader/Filer/EIN0306444929
ReturnHeader/Filer/PhoneNum07075445756
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2829
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Elliott CPA Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0375 E Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075416081
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James R Elliott CPA
ReturnHeader/ReturnTs02018-09-17T13:43:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$777,815
Liabilities
$0
Net assets
$777,815
Revenue
$22,697
Expenses
$46,155
Net income
-$23,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.40$0.47$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.33$0.49$0.17
2021Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.39$0.45$0.05
2020Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.48$0.43$0.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.65$0.00$7.65$0.04$0.47$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.00$6.95$0.61$0.17$0.44
2017Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.23$0.46$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$0.02$7.71$0.14$0.35$0.21