Civic Intelligence

The Step Family Foundation

990PF • Fiscal year 2011 • EIN 35-2016508

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 09, 2012

Organization Profile
PO Box 899792067
Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

45th percentile

-2.1%

Faster asset growth than 45% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$306,123

Down $6,589 (-2.1%) from 2010

Net Assets

Down

$302,777

Down $9,935 (-3.2%) from 2010

Liabilities

Up

$3,346

Up $3,346 from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$100,665

Up $5,349 (+5.6%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$1.0M$500K$0Assets 2010: $312,712Liabilities 2010: $0Net Assets 2010: $312,7122010Assets 2011: $306,123Liabilities 2011: $3,346Net Assets 2011: $302,7772011Assets 2012: $385,393Liabilities 2012: $13,248Net Assets 2012: $372,1452012Assets 2013: $405,566Liabilities 2013: $0Net Assets 2013: $405,5662013Assets 2014: $415,781Liabilities 2014: $0Net Assets 2014: $415,7812014Assets 2015: $144,620Liabilities 2015: $0Net Assets 2015: $144,6202015Assets 2016: $730,177Liabilities 2016: $0Net Assets 2016: $730,1772016Assets 2017: $154,285Liabilities 2017: $0Net Assets 2017: $154,2852017Assets 2018: $162,179Liabilities 2018: $0Net Assets 2018: $162,1792018Assets 2019: $248,614Liabilities 2019: $0Net Assets 2019: $248,6142019Assets 2020: $240,175Liabilities 2020: $0Net Assets 2020: $240,1752020Assets 2021: $240,004Liabilities 2021: $0Net Assets 2021: $240,0042021Assets 2022: $239,833Liabilities 2022: $0Net Assets 2022: $239,8332022Assets 2023: $239,883Liabilities 2023: $0Net Assets 2023: $239,8832023Assets 2024: $961,265Liabilities 2024: $0Net Assets 2024: $961,2652024

Highlighted filing

2011

Assets$306,123
Liabilities$3,346
Net Assets$302,777
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $95,3162010Expenses 2011: $100,6652011Expenses 2012: $103,7762012Revenue 2013: $122,012Expenses 2013: $88,591Net Income 2013: $33,4212013Revenue 2014: $102,639Expenses 2014: $92,424Net Income 2014: $10,2152014Revenue 2015: $103,058Expenses 2015: $374,219Net Income 2015: -$271,1612015Revenue 2016: $654,900Expenses 2016: $69,343Net Income 2016: $585,5572016Revenue 2017: $56,450Expenses 2017: $605,354Net Income 2017: -$548,9042017Revenue 2018: $10,669Expenses 2018: $2,775Net Income 2018: $7,8942018Revenue 2019: $101,912Expenses 2019: $230,515Net Income 2019: -$128,6032019Revenue 2020: $3,546Expenses 2020: $107,911Net Income 2020: -$104,3652020Revenue 2021: $2,214Expenses 2021: $2,385Net Income 2021: -$1712021Revenue 2022: $2,324Expenses 2022: $2,495Net Income 2022: -$1712022Revenue 2023: $2,995Expenses 2023: $2,945Net Income 2023: $502023Revenue 2024: $1,261,208Expenses 2024: $539,826Net Income 2024: $721,3822024

Highlighted filing

2011

Revenue-
Expenses$100,665
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENE L STEPTrustee-$0--
HANNAH STEPTrustee-$0--
STEVEN H STEPTrustee-$0--
MICHAEL D STEPTrustee-$0--
JONATHAN A STEPTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED JEWISH FED OF SAN DIEGOGENERAL SUPPORTPUBLIC CHARITYSAN DIEGO, CA, US$80,000
Paid GrantNORTH COAST REPERTORY THEATERGENERAL SUPPORTPUBLIC CHARITYSOLANA BEACH, CA, US$14,000
Paid GrantINDIANA UNIVERSITY FOUNDATIONGENERAL SUPPORTPUBLIC CHARITYINDIANAPOLIS, CA, US$2,000
Paid GrantCHRISTEL HOUSE INTERNATIONALGENERAL SUPPORTPUBLIC CHARITYINDIANAPOLIS, CA, US$2,000
Paid GrantCASA DE AMPAROGENERAL SUPPORTPUBLIC CHARITYOCEANSIDE, CA, US$500
Filing and Contact Details

Filer

EIN
35-2016508
Raw XML Appendix367 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/AccountingFees/Amount02165
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02165
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0306123
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01934493
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ELI LILLY & CO STOCK
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount086528
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount07
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount086535
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA086535
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02165
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02165
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps098500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss098500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss09317
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm086528
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss086528
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-4813
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss07
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome086535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0100665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0100665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome086535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses095852
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps02165
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02165
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY01
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0304093
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0306123
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01934493
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY00
IRS990PF/BalanceSheets/OtherLiabilitiesEOY03346
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0312712
IRS990PF/BalanceSheets/RetainedEarningsEOY0302777
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY08618
IRS990PF/BalanceSheets/TotalAssetsBOY0312712
IRS990PF/BalanceSheets/TotalAssetsEOY0306123
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01934493
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY03346
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0312712
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0306123
IRS990PF/BalanceSheets/TotalNetAssetsBOY0312712
IRS990PF/BalanceSheets/TotalNetAssetsEOY0302777
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-4813
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases05122
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0307899
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0312712
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0302777
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted081722
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj081722
IRS990PF/DistributableAmount/DistributableAmountBeforeDed081722
IRS990PF/DistributableAmount/MinimumInvestmentReturn082587
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0865
IRS990PF/DistributableAmount/TotalTax0865
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear02238
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01603
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0865
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment02238
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0865
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0865
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension01500
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments03103
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01934493
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01676899
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances040738
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01636161
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable025153
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn082587
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01651746
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01676899
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.96
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.38
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.08
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.08
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.08
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0EUGENE L STEP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1HANNAH STEP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2STEVEN H STEP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3MICHAEL D STEP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JONATHAN A STEP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 8997
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 8997
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1222654 CALISA STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13PO BOX 676061
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1443 GREENWOOD LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0RANCHO SANTA FE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1RANCHO SANTA FE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2WOODLAND HILLS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3RANCHO SANTA FE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4VALHALLA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode092067
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode192067
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode291367
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode392067
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode410595
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct096443
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets095578
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.057865
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.063038
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.067946
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.052486
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.053770
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.052083
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01651746
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101467465
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201364366
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301766371
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear402093163
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear502078409
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0865
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0100665
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1092506
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2092703
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3092710
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40112550
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50108250
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.289323
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions099800
IRS990PF/QualifyingDistributions/ExpensesAndContributions0100665
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0865
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0100665
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0EUGENE L STEP
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08587598958
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 8997
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0RANCHO SANTA FE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode092067
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IN
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO SPECIFIC FORM REQUIRED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0EUGENE L STEP
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08587598958
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 8997
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0RANCHO SANTA FE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode092067
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0EUGENE L STEP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount014000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount180000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10NORTH COAST REPERTORY THEATER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11UNITED JEWISH FED OF SAN DIEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CASA DE AMPARO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13INDIANA UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14CHRISTEL HOUSE INTERNATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10987 LOMAS SANTA FE DR D
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine114950 MURRAY CANYON ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123355 MISSION AVE SUITE 238
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 660245
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1410 W MARKET ST 1990
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SOLANA BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SAN DIEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2OCEANSIDE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3INDIANAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4INDIANAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode092075
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode192123
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode292058
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode346266
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode446204
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear098500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear081722
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear107126
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted081722
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear011817
IRS990PF/UndistributedIncome/ExcessFromCurrentYear011817
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0100665
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus011817
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus011817
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear07126
IRS990ScheduleB/ContributorInfo/AggregateContributions0101861
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10PO BOX 8997
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RANCHO SANTA FE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode092067
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0EUGENE L STEP
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02011-12-31
IRS990ScheduleB/NoncashProperty/FairMarketValue099696
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription02,400 SHS OF ELI LILLY & CO. WITH A COST BASIS OF $7,152
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount05122
OtherDecreasesSchedule/OtherDecreases/Description0ADJUSTMENT TO COST BASIS IN PREVIOUSLY CONTRIBUTED ASSETS - NO TAX EFFECT
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue00
OtherLiabilitiesSchedule/OtherLiabilities/Description0CASH OVERDRAFT
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue03346
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0352016508
ReturnHeader/Filer/Name/BusinessNameLine10THE STEP FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0STEP
ReturnHeader/Filer/Phone08587598958
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 8997
ReturnHeader/Filer/USAddress/City0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092067
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-09
ReturnHeader/Officer/Name0EUGENE L STEP
ReturnHeader/Officer/Phone08587598958
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0330690020
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LAVINE LOFGREN MORRIS & ENGELBERG LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104180 LA JOLLA VILLAGE DR STE 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LA JOLLA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092037
ReturnHeader/Preparer/Name0ROBERT E LOFGREN
ReturnHeader/Preparer/Phone08584551200
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T17:56:48-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,123
Liabilities
$3,346
Net assets
$302,777
Revenue
-
Expenses
$100,665
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.26$0.54$0.72
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.11$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.10$0.23$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.06$0.61$0.55
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.65$0.07$0.59
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.10$0.37$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.10$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.12$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.39$0.01$0.37$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.30$0.10
2010Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.10