Civic Intelligence

Norman C Schultz Foundation

990PF • Fiscal year 2019 • EIN 43-1310425

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 02, 2020

Organization Profile
74215 Desert Rose LaneIndian Wells, CA 92210

(415) 350-9890

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

7th percentile

-80%

Higher net margin than 7% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

14th percentile

-6.8%

Faster asset growth than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-5.1%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,529,333

Down $112,266 (-6.8%) from 2018

Net Assets

Down

$1,529,333

Down $112,266 (-6.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$111,176

Down $5,936 (-5.1%) from 2018

Expenses

Up

$200,311

Up $14,793 (+8.0%) from 2018

Net Income

Down

-$89,135

Down $20,729 (-30%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,296,474Liabilities 2011: $02011Assets 2012: $2,214,880Liabilities 2012: $02012Assets 2013: $2,061,038Liabilities 2013: $02013Assets 2014: $1,918,559Liabilities 2014: $02014Assets 2015: $1,890,976Liabilities 2015: $02015Assets 2016: $1,802,005Liabilities 2016: $0Net Assets 2016: $1,802,0052016Assets 2017: $1,710,005Liabilities 2017: $0Net Assets 2017: $1,710,0052017Assets 2018: $1,641,599Liabilities 2018: $0Net Assets 2018: $1,641,5992018Assets 2019: $1,529,333Liabilities 2019: $0Net Assets 2019: $1,529,3332019Assets 2020: $1,632,418Liabilities 2020: $0Net Assets 2020: $1,632,4182020Assets 2021: $1,558,775Liabilities 2021: $0Net Assets 2021: $1,558,7752021Assets 2022: $1,474,638Liabilities 2022: $0Net Assets 2022: $1,474,6382022Assets 2023: $1,460,706Liabilities 2023: $0Net Assets 2023: $1,460,7062023Assets 2024: $1,442,044Liabilities 2024: $0Net Assets 2024: $1,476,5092024

Highlighted filing

2019

Assets$1,529,333
Liabilities$0
Net Assets$1,529,333
Open 2019 Filing

Operations Trend

Revenue Growth31st percentile

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

$400K$200K$0-$200KRevenue 2011: $141,190Expenses 2011: $244,717Net Income 2011: -$103,5272011Revenue 2012: $150,493Expenses 2012: $232,087Net Income 2012: -$81,5942012Revenue 2013: $162,251Expenses 2013: $316,093Net Income 2013: -$153,8422013Revenue 2014: $128,756Expenses 2014: $271,235Net Income 2014: -$142,4792014Revenue 2015: $122,767Expenses 2015: $150,350Net Income 2015: -$27,5832015Revenue 2016: $110,846Expenses 2016: $179,942Net Income 2016: -$69,0962016Revenue 2017: $116,151Expenses 2017: $208,151Net Income 2017: -$92,0002017Revenue 2018: $117,112Expenses 2018: $185,518Net Income 2018: -$68,4062018Revenue 2019: $111,176Expenses 2019: $200,311Net Income 2019: -$89,1352019Revenue 2020: $266,762Expenses 2020: $149,174Net Income 2020: $117,5882020Revenue 2021: $106,649Expenses 2021: $180,292Net Income 2021: -$73,6432021Revenue 2022: $85,843Expenses 2022: $166,301Net Income 2022: -$80,4582022Revenue 2023: $147,829Expenses 2023: $161,761Net Income 2023: -$13,9322023Revenue 2024: $163,086Expenses 2024: $147,283Net Income 2024: $15,8032024

Highlighted filing

2019

Revenue$111,176
Expenses$200,311
Net Income-$89,135
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 2, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN C SCHULTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Norman C Schultz Foundation
EIN
43-1310425
Phone
4153509890
Address
74215 DESERT ROSE LANE, INDIAN WELLS, CA 92210

Signing Officer

Name
Norman C Schultz
Title
Trustee
Phone
4153509890
Signed
2020-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Peggy C Campbell CPA
Address
401 NORTH MAIN STREET, LAKEPORT, CA 95453
Preparer
Peggy C Campbell CPA
Phone
7072639017
Raw XML AppendixShowing 400 of 415 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/Amt02160
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02160
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VANGUARD LT CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0851375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0851375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt061987
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt155526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt279704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt375376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4100207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5116702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt686315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt061987
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt155526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt279704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt375376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4100207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5116702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt686315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VANGUARD SP HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VANGUARD - PRIME CAP ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MID-AMERICA APT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD - HIGH DIV YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VANGUARD - DIV GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5REALTY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6NUVEEN ENERGY FUND
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt069875
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt031404
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0REALTY INCOME NON-DIV DISTN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1NUVEEN ENERGY NON-DIV DISTN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01597
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt18300
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0111176
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0111176
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02160
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02160
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031404
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0157300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0157300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt069875
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt069875
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-89135
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt031404
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt031404
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt071193
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt012925
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt026423
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt039348
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt09897
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01503
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0170225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt030086
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0200311
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0101279
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0111176
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt030086
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt043011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031404
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-89135
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt023131
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01552464
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01641599
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01529333
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0102472
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0102472
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0102472
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0103184
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0712
IRS990PF/DistributableAmountGrp/TotalTaxAmt0712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0188
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01700
IRS990PF/FMVAssetsEOYAmt01529333
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0400000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0400000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt092845
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt025038
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt025038
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0853401
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0851375
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0851375
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0598426
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0575817
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0575817
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03421
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03236
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03236
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01241599
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01129333
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt093506
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt073867
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt073867
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01641599
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01529333
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01529333
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01641599
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01529333
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01641599
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01529333
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02095115
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0109083
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01986032
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031427
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0103184
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02063688
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02095115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NORMAN C SCHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt074215 DESERT ROSE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDIAN WELLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092210
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0159067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0159779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0154575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0184200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0148550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0124700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0229946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.077079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.075877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.086302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.066748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.055816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.100652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02063688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02037184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02134376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02225523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02234138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02284570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0170225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.385395
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0169513
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0170225
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0712
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0170225
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0NORMAN SCHULTZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt074215 DESERT ROSE LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0INDIAN WELLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0922107316
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04153509890
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt912500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt123000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BARSTOW SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PEMBROKE COUNTY HILL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TEMPLE B'NAI JEHUDAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UCSF FOUNDATION CARDIOLOGY COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MONTAGE HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ST LUKES WOOD RIVER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6LAKE FOREST COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7DESERT COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8FOLDS OF HONOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9HIGHER GROUND USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10MOUNTAIN HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11SAINT HELENA MONTESSORI SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12SUN VALLEY WRITERS CONFERENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13SUN VALLY SUMMER SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14ALZHEIMER ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011511 STATE LINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1400 WEST 51ST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt212310 NALL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3745 PARNASSUS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt440 RYAN CT STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5100 HOSPITAL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6555 N SHERIDAN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt775-105 MERLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt88551 N 125TH EAST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9P O BOX 6791
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1040 RYAN COURT SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111343 SPRING ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12P O BOX 957
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13P O BOX 1914
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1431915 RANCHO CA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt011511 STATE LINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1400 WEST 51ST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt212310 NALL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3745 PARNASSUS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt440 RYAN CT STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt5100 HOSPITAL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt6555 N SHERIDAN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt775-105 MERLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt88551 N 125TH EAST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt9P O BOX 6791
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1040 RYAN COURT SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt111343 SPRING ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt12P O BOX 957
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt13P O BOX 1914
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1431915 RANCHO CA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OVERLAND PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5KETCHUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LAKE FOREST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8WASSO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9KETCHUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10HAILEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11ST HELENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12KETCHUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13SUN VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14TEMECULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd164112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd266209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd583340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd660045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd874055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd983340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1083333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1194574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1283340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1383353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1492591
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0157300
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/AppliedToCurrentYearAmt012925
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0102472
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt089547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0137350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0169200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0134600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0111500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0217700
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt089547
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0128153
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0709950
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0157300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0137350
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0169200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0134600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0111500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0170225
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0838103
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0770350
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt0157300
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03421
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DEPOSIT IN TRANSIT - DIVIDEND
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03236
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03236
OtherDecreasesSchedule/OtherDecreasesDetail/Amt023131
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0STOCK BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CONSULTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES AND COMPUTER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt012925
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012925
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt113438
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt113438
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt260
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REALTY INCOME NON-DIV DISTNS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NUVEEN ENERGY NON-DIV DISTNS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01597
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18300
TaxesSchedule/TaxesDetail/Amt01503
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES - 2019
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01503
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN C SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04153509890
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORMAN C SCHULTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0431310425
ReturnHeader/Filer/PhoneNum04153509890
ReturnHeader/Filer/USAddress/AddressLine1Txt074215 DESERT ROSE LANE
ReturnHeader/Filer/USAddress/CityNm0INDIAN WELLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092210

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,529,333
Liabilities
$0
Net assets
$1,529,333
Revenue
$111,176
Expenses
$200,311
Net income
-$89,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.48$0.16$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.15$0.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.09$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.11$0.18$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.27$0.15$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.20$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.12$0.19$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.12$0.21$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.11$0.18$0.07
2015Summary only. Only limited summary data is available for this year.$1.89$0.00$0.12$0.15$0.03
2014Summary only. Only limited summary data is available for this year.$1.92$0.00$0.13$0.27$0.14
2013Summary only. Only limited summary data is available for this year.$2.06$0.00$0.16$0.32$0.15
2012Summary only. Only limited summary data is available for this year.$2.21$0.00$0.15$0.23$0.08
2011Summary only. Only limited summary data is available for this year.$2.30$0.00$0.14$0.24$0.10