Civic Intelligence

Jake Fund

990PF • Fiscal year 2013 • EIN 36-3776783

Dec 01, 2012 to Nov 30, 2013 • Filed on Apr 15, 2014

6114 Lasalle Ave No 33594611
Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,566,641

No earlier filing loaded for comparison.

Net Assets

$1,555,639

No earlier filing loaded for comparison.

Liabilities

$11,002

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$92,266

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,566,641Liabilities 2013: $11,002Net Assets 2013: $1,555,6392013Assets 2014: $1,488,439Liabilities 2014: $0Net Assets 2014: $1,488,4392014Assets 2015: $1,526,884Liabilities 2015: $0Net Assets 2015: $1,526,8842015Assets 2016: $1,513,042Liabilities 2016: $0Net Assets 2016: $1,513,0422016Assets 2017: $1,464,658Liabilities 2017: $36,047Net Assets 2017: $1,428,6112017Assets 2018: $1,331,405Liabilities 2018: $18,679Net Assets 2018: $1,312,7262018Assets 2019: $1,472,641Liabilities 2019: $0Net Assets 2019: $1,472,6412019Assets 2020: $1,406,846Liabilities 2020: $0Net Assets 2020: $1,406,8462020Assets 2021: $1,473,749Liabilities 2021: $0Net Assets 2021: $1,473,7492021Assets 2022: $1,348,920Liabilities 2022: $0Net Assets 2022: $1,348,9202022Assets 2023: $1,479,953Liabilities 2023: $0Net Assets 2023: $1,479,9532023Assets 2024: $1,507,567Liabilities 2024: $0Net Assets 2024: $1,507,5672024

Highlighted filing

2013

Assets$1,566,641
Liabilities$11,002
Net Assets$1,555,639

Operations Trend

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

$400K$200K$0-$200KExpenses 2013: $92,2662013Revenue 2014: $98,163Expenses 2014: $165,363Net Income 2014: -$67,2002014Revenue 2015: $138,995Expenses 2015: $100,550Net Income 2015: $38,4452015Revenue 2016: $73,219Expenses 2016: $87,061Net Income 2016: -$13,8422016Revenue 2017: $34,153Expenses 2017: $118,584Net Income 2017: -$84,4312017Revenue 2018: $24,913Expenses 2018: $144,099Net Income 2018: -$119,1862018Revenue 2019: $316,333Expenses 2019: $156,418Net Income 2019: $159,9152019Revenue 2020: $98,585Expenses 2020: $164,380Net Income 2020: -$65,7952020Revenue 2021: $180,184Expenses 2021: $113,032Net Income 2021: $67,1522021Revenue 2022: $47,397Expenses 2022: $172,226Net Income 2022: -$124,8292022Revenue 2023: $290,526Expenses 2023: $206,823Net Income 2023: $83,7032023Revenue 2024: $217,209Expenses 2024: $190,191Net Income 2024: $27,0182024

Highlighted filing

2013

Revenue-
Expenses$92,266
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Apr 15, 2014
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY ROSENBERGFund Manager-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHORIZONS FOUNDATIONCHARITABLE501(C)(3)SAN FRANCISCO, CA, US$30,000
Paid GrantWCRCCHARITABLE501(C)(3)OAKLAND, CA, US$20,000
Paid GrantFRIENDS OF THE ISRAEL DEFENSE FORCECHARITABLE501(C)(3)NEW YORK, NY, US$16,000
Paid GrantAMERICAN CIVIL LIBERTIES UNION FOUNDATIONCHARITABLECHARITABLE501(C)(3)NEW YORK, NY, US$5,000
Paid GrantNEGATIVE POPULATION GROWTHCHARITABLE501(C)(3)ALEXANDRIA, VA, US$4,500
Paid GrantNEW MEXICO RELIGIOUS COALITION FOR REPRODUCTIVE CHOICECHARITABLE501(C)(3)ALBUQUERQUE, NM, US$2,500
Paid GrantTHE PJ LIBRARYCHARITABLE501(C)(3)W SPRINGFIELD, MA, US$2,000
Paid GrantACLU OF COLORADOCHARITABLE501(C)(3)DENVER, CO, US$1,500
Paid GrantLA PLATA OPEN SPACECHARITABLE501(C)(3)DURANGO, CO, US$1,000
Paid GrantOFF THE MATCHARITABLE501(C)(3)OAKLAND, CA, US$1,000
Paid GrantNORTHERN JAGUAR PROJECTCHARITABLE501(C)(3)TUCSON, AZ, US$500
Filing and Contact Details

Filer

EIN
36-3776783
Raw XML AppendixShowing 400 of 534 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/Amount0750
AccountingFeesSchedule/AccountingFees/Amount1100
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFees/Category1VARIOUS
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps10
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome10
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue049470
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue120004
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue225691
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV050828
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV120023
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV225071
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond050000 PRINCIPAL LIFE INC 5.1%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond120000 PROSPECT CAP CORP 6.35
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond225000 PROSPECT CAP NTE 7%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue010722
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue132385
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue248004
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue321056
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue422194
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue536435
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue667166
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7128689
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue827028
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue926944
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1023464
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1126434
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1215419
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1375428
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1417534
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1522907
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1638784
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1716810
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1816335
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1925284
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2084596
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2117561
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2216029
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2357814
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2414935
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2566
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2622978
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2726646
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2810949
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2916887
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3020305
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3124734
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3244356
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3334857
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV057799
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV134332
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV242656
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV347330
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV458954
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV579652
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6142458
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7199100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV832608
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV956780
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1025500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1138130
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1225338
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1386112
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1448900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1540340
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1655430
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1733754
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1857780
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1931965
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV20101640
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2148531
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2229920
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2386440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2432151
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2516
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2624263
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2730610
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2814130
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2926095
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3026824
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3129432
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3266312
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3335775
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0496 BERKSHIRE HATHAWAY B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1600 JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21600 GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3500 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4700 PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5700 I SHARES MIDCAP 400 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6600 MIDCAP SPDR TR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71100 S&P DEP RCPTS TR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8800 TEVA PHARMACEUTICAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91000 ADOBE SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101200 CISCO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111000 MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12300 PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock131300 ISHARES MSCI EAFE INX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14600 NATIONAL OILWELL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15400 THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16500 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17700 ANALOG DEVICES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock181200 COMCAST CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19500 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock202400 ISHARES TR MSCI EMERG MKT IDX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21300 CELGENE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22400 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock231000 ENERGY SELECT ET SECTOR PDR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24300 ECOLAB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2528 SANOFI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26250 ALLERGAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27250 CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28266 KRAFT FOODS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29500 METLIFE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30800 MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31400 QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock321200 SELECT SECT HEALTH CARE XLV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock331500 EMC CORP
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal0102658
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV0101752
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV00
InvestmentsOtherSchedule2/InvestmentsOther/BookValue025000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue151034
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem025000 STATE OF INDIA CD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem150000 SUNTRUST BK CD 2%
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV025467
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV150373
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount027429
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-694
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount014349
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount041778
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0-694
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA041084
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0850
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps084000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss084000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm027429
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss027429
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-51182
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice050000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm014349
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss014349
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-694
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome036593
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm05185
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss05185
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02231
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps084000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm05185
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss092266
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome041778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses041084
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm05185
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss08266
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashEOY0-3
IRS990PF/BalanceSheets/CashEOYFMV0-3
IRS990PF/BalanceSheets/GrantsPayableBOY04312
IRS990PF/BalanceSheets/GrantsPayableEOY011002
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY069474
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY095165
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV095922
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01056878
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01091735
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01747057
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0153352
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0102658
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0101752
IRS990PF/BalanceSheets/InvestmentsOtherBOY025000
IRS990PF/BalanceSheets/InvestmentsOtherEOY076034
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV075840
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY01606821
IRS990PF/BalanceSheets/RetainedEarningsEOY01555639
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0306429
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0201052
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0201052
IRS990PF/BalanceSheets/TotalAssetsBOY01611133
IRS990PF/BalanceSheets/TotalAssetsEOY01566641
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02221620
IRS990PF/BalanceSheets/TotalLiabilitiesBOY04312
IRS990PF/BalanceSheets/TotalLiabilitiesEOY011002
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01611133
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01566641
IRS990PF/BalanceSheets/TotalNetAssetsBOY01606821
IRS990PF/BalanceSheets/TotalNetAssetsEOY01555639
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-694
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis015339
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis110004
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis225351
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-06-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-06-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22012-07-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-06-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-06-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-12-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset015000 OHIO ST ECON DEV REV 5.42
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset110000 CHICAGO TAX INC REV 4.35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset225000 ZION IL TX MID REG 6.6
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-339
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-351
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-339
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-351
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice015000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice110000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice225000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-51182
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01555639
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01606821
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01555639
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0100125
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0100125
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0100125
IRS990PF/DistributableAmount/MinimumInvestmentReturn0100857
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0732
IRS990PF/DistributableAmount/TotalTax0732
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0732
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment016
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0732
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0732
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0748
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02221620
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02047857
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0253791
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01544171
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable030718
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0249895
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0100857
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02017139
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02047857
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0EMILY ROSENBERG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0FUND MANAGER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106114 LASALLE AVE 335
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0OAKLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode094611
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0121249
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0120883
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.059928
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.045263
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.050912
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.056834
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.063827
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.082806
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02017139
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101825982
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201808994
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301827163
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401723357
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear502084725
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0366
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions084000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1082650
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2092100
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30103845
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40109997
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50172627
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.299642
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions084000
IRS990PF/QualifyingDistributions/ExpensesAndContributions084000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions084000
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber01
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber12
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0MANAGERS AIM TO MAXIMIZE INVESTMENT RETURNS TO FUND NUMEROUS
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1CHARITABLE ACTIVITIES.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0EMILY ROSENBERG
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05105305030
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine106114 LASALLE AVE 335
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0OAKLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode094611
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/StatesFiledWith0IL
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/GrantOrContriPaidDuringYear/Amount01500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount216000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount330000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount54500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount62500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount92000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1020000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLECHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ACLU OF COLORADO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11AMERICAN CIVIL LIBERTIES UNION FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FRIENDS OF THE ISRAEL DEFENSE FORCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13HORIZONS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14LA PLATA OPEN SPACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15NEGATIVE POPULATION GROWTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16NEW MEXICO RELIGIOUS COALITION FOR REPRODUCTIVE CHOICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17NORTHERN JAGUAR PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18OFF THE MAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19THE PJ LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110WCRC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings