Civic Intelligence

Girard Foundation

990PF • Fiscal year 2019 • EIN 33-0202832

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 23, 2020

Organization Profile

View Organization Page

2223 Avenida DE LA Playa Suite 350LA Jolla, CA 92037

(858) 558-9200

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

2nd percentile

-349%

Higher net margin than 2% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

22nd percentile

$5,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

9th percentile

-8.1%

Faster asset growth than 9% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-59%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$11,753,965

Down $1,030,691 (-8.1%) from 2018

Net Assets

Down

$11,753,965

Down $1,030,691 (-8.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin2nd percentile

Revenue

Down

$295,672

Down $416,960 (-59%) from 2018

Expenses

Up

$1,326,363

Up $5,398 (+0.4%) from 2018

Net Income

Down

-$1,030,691

Down $422,358 (-69%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$15M$10M$5.0M$0Assets 2014: $12,967,149Liabilities 2014: $0Net Assets 2014: $12,967,1492014Assets 2015: $12,821,771Liabilities 2015: $0Net Assets 2015: $12,821,7712015Assets 2016: $12,712,986Liabilities 2016: $0Net Assets 2016: $12,712,9862016Assets 2017: $13,393,852Liabilities 2017: $863Net Assets 2017: $13,392,9892017Assets 2018: $12,784,656Liabilities 2018: $0Net Assets 2018: $12,784,6562018Assets 2019: $11,753,965Liabilities 2019: $0Net Assets 2019: $11,753,9652019Assets 2020: $11,725,265Liabilities 2020: $0Net Assets 2020: $11,725,2652020Assets 2021: $11,088,787Liabilities 2021: $0Net Assets 2021: $11,088,7872021Assets 2022: $10,823,983Liabilities 2022: $0Net Assets 2022: $10,823,9832022Assets 2023: $10,804,878Liabilities 2023: $0Net Assets 2023: $10,804,8782023Assets 2024: $10,762,946Liabilities 2024: $0Net Assets 2024: $10,762,9462024

Highlighted filing

2019

Assets$11,753,965
Liabilities$0
Net Assets$11,753,965
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2014: $753,932Expenses 2014: $1,062,945Net Income 2014: -$309,0132014Revenue 2015: $748,158Expenses 2015: $893,536Net Income 2015: -$145,3782015Revenue 2016: $707,993Expenses 2016: $816,778Net Income 2016: -$108,7852016Revenue 2017: $2,041,959Expenses 2017: $1,361,956Net Income 2017: $680,0032017Revenue 2018: $712,632Expenses 2018: $1,320,965Net Income 2018: -$608,3332018Revenue 2019: $295,672Expenses 2019: $1,326,363Net Income 2019: -$1,030,6912019Revenue 2020: $1,610,130Expenses 2020: $1,638,830Net Income 2020: -$28,7002020Revenue 2021: $1,303,200Expenses 2021: $1,939,678Net Income 2021: -$636,4782021Revenue 2022: $1,429,484Expenses 2022: $1,694,288Net Income 2022: -$264,8042022Revenue 2023: $1,847,307Expenses 2023: $1,866,412Net Income 2023: -$19,1052023Revenue 2024: $1,879,205Expenses 2024: $1,921,137Net Income 2024: -$41,9322024

Highlighted filing

2019

Revenue$295,672
Expenses$1,326,363
Net Income-$1,030,691
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 23, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A SCHROEDERAssistant CFO & Trustee-$5,000-$5,000
MARY LINDENSTEIN WALSHOKSecretary & Trustee-$5,000-$5,000
DEIRDRE W ALPERTAssistant Secretary & Trus-$5,000-$5,000
ELIZABETH ROBITAILLETrustee-$5,000-$5,000
RB WOOLLEY JRBoard Chair-$0--
MICHELE HANSENVice President & Trustee-$0--
SCOTT WOOLLEYCFO & Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Girard Foundation
EIN
33-0202832
Phone
8585589200
Address
2223 AVENIDA DE LA PLAYA SUITE 350, LA JOLLA, CA 92037

Signing Officer

Name
Rb Woolley Jr
Title
Board Chair
Phone
8585589200
Signed
2020-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Lindsay & Brownell Llp
Address
4225 EXECUTIVE SQUARE SUITE 1150, LA JOLLA, CA 92037
Preparer
Mary H Mcgroarty
Phone
8585589200
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-43588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-7253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-98309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-15098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0483655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3512145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0500,000 SHS GENL ELEC CAP COR 1.625%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11,000,000 SHS US TSY 1.500%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2400,000 SHS COMCAST CORP 5.70%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3500,000 SHS GENL ELEC CAP COR 1.625%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41,500,000 SHS UST NOTE 1.875%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-162873
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1030691
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011753965
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012784656
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011753965
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01094742
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01094742
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01094742
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01099295
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04553
IRS990PF/DistributableAmountGrp/TotalTaxAmt04553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02647
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02647
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04553
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07200
IRS990PF/FMVAssetsEOYAmt023025330
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt013122196
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt013122196
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01552794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06060160
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06056644
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017299503
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt038787
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt041744
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt03807
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt02957
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02957
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt014064
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt014064
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt014064
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-337540
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1368231
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01159838
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02182986
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02182986
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012784656
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011753965
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023025330
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012784656
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011753965
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012784656
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011753965
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03993693
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03497014
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03525520
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt022320711
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01070824
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021249887
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0334811
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01099295
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt021985900
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt022320711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt15000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt55000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt65000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RB WOOLLEY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT A SCHROEDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY LINDENSTEIN WALSHOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHELE HANSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SCOTT WOOLLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DEIRDRE W ALPERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ELIZABETH ROBITAILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0BOARD CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ASSISTANT CFO & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CFO & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5ASSISTANT SECRETARY & TRUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02223 AVENIDA DE LA PLAYA 350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12223 AVENIDA DE LA PLAYA 350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2UCSD EXTENSION X001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32223 AVENIDA DE LA PLAYA 350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42223 AVENIDA DE LA PLAYA 350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52223 AVENIDA DE LA PLAYA 350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt62223 AVENIDA DE LA PLAYA 350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LA JOLLA

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,753,965
Liabilities
$0
Net assets
$11,753,965
Revenue
$295,672
Expenses
$1,326,363
Net income
-$1,030,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.88$1.92$0.04
2023Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.85$1.87$0.02
2022Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.43$1.69$0.26
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.30$1.94$0.64
2020Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.61$1.64$0.03
2019Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.30$1.33$1.03
2018Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.71$1.32$0.61
2017Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$2.04$1.36$0.68
2016Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.71$0.82$0.11
2015Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.75$0.89$0.15
2014Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.75$1.06$0.31