Civic Intelligence

The Thalden Foundation

990PF • Fiscal year 2013 • EIN 43-1851426

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 05, 2013

Organization Profile
2204 Chatsworth CourtAshland, OR 89074-5307
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

59th percentile

4.0%

Faster asset growth than 59% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$985,558

Up $37,764 (+4.0%) from 2012

Net Assets

Up

$985,558

Up $37,764 (+4.0%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin89th percentile

Revenue

$73,778

No earlier filing loaded for comparison.

Expenses

Down

$36,014

Down $73,620 (-67%) from 2012

Net Income

$37,764

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,031,515Liabilities 2011: $0Net Assets 2011: $1,031,5152011Assets 2012: $947,794Liabilities 2012: $0Net Assets 2012: $947,7942012Assets 2013: $985,558Liabilities 2013: $1Net Assets 2013: $985,5582013Assets 2014: $852,649Liabilities 2014: $1Net Assets 2014: $852,6492014Assets 2015: $861,593Liabilities 2015: $1Net Assets 2015: $861,5932015Assets 2016: $853,712Liabilities 2016: $0Net Assets 2016: $853,7122016Assets 2017: $722,600Liabilities 2017: $0Net Assets 2017: $722,6002017Assets 2018: $845,189Liabilities 2018: $0Net Assets 2018: $845,1892018Assets 2019: $1,091,287Liabilities 2019: $0Net Assets 2019: $1,091,2872019Assets 2020: $1,412,754Liabilities 2020: $1Net Assets 2020: $1,412,7542020Assets 2021: $1,280,434Liabilities 2021: $1Net Assets 2021: $1,280,4342021Assets 2022: $1,600,882Liabilities 2022: $1Net Assets 2022: $1,600,8822022Assets 2023: $1,539,065Liabilities 2023: $1Net Assets 2023: $1,539,0652023Assets 2024: $1,533,411Liabilities 2024: $0Net Assets 2024: $1,533,4112024Assets 2025: $1,563,751Liabilities 2025: $0Net Assets 2025: $1,563,7512025

Highlighted filing

2013

Assets$985,558
Liabilities$1
Net Assets$985,558
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $128,5292011Expenses 2012: $109,6342012Revenue 2013: $73,778Expenses 2013: $36,014Net Income 2013: $37,7642013Revenue 2014: $42,028Expenses 2014: $174,937Net Income 2014: -$132,9092014Revenue 2015: $166,470Expenses 2015: $157,526Net Income 2015: $8,9442015Revenue 2016: $133,756Expenses 2016: $141,637Net Income 2016: -$7,8812016Revenue 2017: $475,794Expenses 2017: $607,506Net Income 2017: -$131,7122017Revenue 2018: $317,240Expenses 2018: $194,651Net Income 2018: $122,5892018Revenue 2019: $506,705Expenses 2019: $260,607Net Income 2019: $246,0982019Revenue 2020: $545,997Expenses 2020: $224,530Net Income 2020: $321,4672020Revenue 2021: $178,236Expenses 2021: $310,556Net Income 2021: -$132,3202021Revenue 2022: $438,871Expenses 2022: $118,423Net Income 2022: $320,4482022Revenue 2023: $145,956Expenses 2023: $207,773Net Income 2023: -$61,8172023Revenue 2024: $110,562Expenses 2024: $116,216Net Income 2024: -$5,6542024Revenue 2025: $142,542Expenses 2025: $112,202Net Income 2025: $30,3402025

Highlighted filing

2013

Revenue$73,778
Expenses$36,014
Net Income$37,764
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 5, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY THALDENTrustee-$0--
KATHRYN THALDENTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO FUND SCULPTURE FOR SOUTHERN OREGON UNIVERSITY.N/AMEDFORD, OR, US$6,700
Paid GrantSANCTUARY ONETO PROVIDE SHELTER AND CARE FOR RESCUED ANIMALS.PUBLIC CHARITYJACKSONVILLE, OR, US$5,000
Paid GrantSPIRITIS CHURCHFUNDING FOR CONTINUING OPERATING EXPENSES.RELIGIOUSSEDONA, AZ, US$5,000
Paid GrantASHLAND EMERGENCY FOOD BANKFUNDING FOR CONTINUING OPERATING EXPENSES.PUBLIC CHARITYASHLAND, OR, US$4,000
Paid GrantAFUMCFUNDING FOR CONTINUING OPERATING EXPENSES.RELIGIOUSALPHARETTA, GA, US$3,000
Paid GrantCHURCH OF THE HOLY LIGHT OF THE QUEENFUNDING FOR CONTINUING OPERATING EXPENSES.RELIGIOUSASHLAND, OR, US$2,610
Paid GrantOREGON SHAKESPEARE FESTIVALFUNDING FOR CONTINUING OPERATING EXPENSES.PUBLIC CHARITYASHLAND, OR, US$1,250
Paid GrantBRITT FESTIVALSFUNDING FOR CONTINUING OPERATING EXPENSES.PUBLIC CHARITYMEDFORD, OR, US$1,007
Paid GrantASHLAND SCHOOLS FOUNDATIONFUNDING FOR CONTINUING OPERATING EXPENSES.PUBLIC CHARITYASHLAND, OR, US$1,000
Paid GrantFIRST PRESBYTERIAN CHURCHFUNDING FOR CONTINUING OPERATING EXPENSES.RELIGIOUSASHLAND, OR, US$1,000
Paid GrantSOUTHERN OREGON LAND CONSERVANCYFUNDING FOR CONTINUING OPERATING EXPENSES.PUBLIC CHARITYASHLAND, OR, US$1,000
Paid GrantUNITY IN ASHLANDFUNDING FOR CONTINUING OPERATING EXPENSES.RELIGIOUSASHLAND, OR, US$1,000
Paid GrantCITY OF ASHLANDFUNDING FOR CONTINUING OPERATING EXPENSES.PUBLIC CHARITYASHLAND, OR, US$796
Paid GrantHABITAT FOR HUMANITYFUNDING FOR CONTINUING OPERATING EXPENSES.PUBLIC CHARITYAMERICUS, GA, US$100
Paid GrantSOUTHERN POVERTY LAW CENTERFUNDING FOR CONTINUING OPERATING EXPENSES.PUBLIC CHARITYMONTGOMERY, AL, US$50
Filing and Contact Details

Filer

EIN
43-1851426
Raw XML AppendixShowing 400 of 445 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/Amount02370
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01889
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0481
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0721
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount014167
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount090
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount014978
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA014978
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01889
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0481
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02370
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm014167
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps033513
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss033513
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss058800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0721
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0721
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses037764
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0214603
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm090
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss090
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss014167
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome014366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0106
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps035402
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss036014
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome014978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses073778
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01889
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0612
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02501
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY0947794
IRS990PF/BalanceSheets/CashEOY0985558
IRS990PF/BalanceSheets/CashEOYFMV0985558
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0947794
IRS990PF/BalanceSheets/RetainedEarningsEOY0985558
IRS990PF/BalanceSheets/TotalAssetsBOY0947794
IRS990PF/BalanceSheets/TotalAssetsEOY0985558
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0985558
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0947794
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0985558
IRS990PF/BalanceSheets/TotalNetAssetsBOY0947794
IRS990PF/BalanceSheets/TotalNetAssetsEOY0985558
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome014167
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0200436
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss014167
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses014167
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0214603
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses037764
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0985558
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0947794
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0985558
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted046770
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj046770
IRS990PF/DistributableAmount/DistributableAmountBeforeDed046770
IRS990PF/DistributableAmount/MinimumInvestmentReturn047057
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0287
IRS990PF/DistributableAmount/TotalTax0287
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0287
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0287
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0287
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0287
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0985558
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0955467
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0903316
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities052151
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable014332
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn047057
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0941135
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0955467
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BARRY THALDEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KATHRYN THALDEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102204 CHATSWORTH COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112204 CHATSWORTH COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0HENDERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1HENDERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0890145307
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1890145307
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0107950
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0107806
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.114549
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.117095
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.134457
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.141324
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.079766
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.100105
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0941135
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10923593
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20937881
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30744733
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40636202
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50509257
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0144
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions035402
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10108148
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20126105
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30105249
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4050747
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5050979
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.572747
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions035402
IRS990PF/QualifyingDistributions/ExpensesAndContributions035402
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions035402
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BERGMAN SCHRAIER CO PC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03144322002
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine109666 OLIVE BLVD STE 710
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ST LOUIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode063132
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/NewSubstantialContributors01
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MO
IRS990PF/StatementsRegardingActivities/StatesFiledWith1NV
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
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/ContributingManager0BARRY THALDEN
IRS990PF/SupplementaryInformation/ContributingManager1KATHRYN THALDEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31007
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42610
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5796
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount96700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount105000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount111000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount135000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount141000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0FUNDING FOR CONTINUING OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1FUNDING FOR CONTINUING OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2FUNDING FOR CONTINUING OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3FUNDING FOR CONTINUING OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4FUNDING FOR CONTINUING OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5FUNDING FOR CONTINUING OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6FUNDING FOR CONTINUING OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7FUNDING FOR CONTINUING OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8FUNDING FOR CONTINUING OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9TO FUND SCULPTURE FOR SOUTHERN OREGON UNIVERSITY.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10TO PROVIDE SHELTER AND CARE FOR RESCUED ANIMALS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11FUNDING FOR CONTINUING OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12FUNDING FOR CONTINUING OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13FUNDING FOR CONTINUING OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14FUNDING FOR CONTINUING OPERATING EXPENSES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AFUMC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ASHLAND EMERGENCY FOOD BANK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ASHLAND SCHOOLS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13BRITT FESTIVALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14CHURCH OF THE HOLY LIGHT OF THE QUEEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15CITY OF ASHLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18OREGON SHAKESPEARE FESTIVAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19SANCTUARY ONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110SOUTHERN OREGON LAND CONSERVANCY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111SOUTHERN POVERTY LAW CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112SPIRITIS CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113UNITY IN ASHLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus13RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus14RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0RUSSELL BEEBE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship13NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship14NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1069 NORTH MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11560 CLOVER LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12100 WALKER AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13216 W MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14253 8TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1520 EAST MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161615 CLARK AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17121 HABITAT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1815 S PIONEER STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine194735 COLEMAN CREEK ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11013195 UPPER APPLEGATE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11184 FOURTH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112400 WASHINGTON AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1131455 POB
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine114185 N MOUNTAIN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ALPHARETTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ASHLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ASHLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MEDFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ASHLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5ASHLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6ASHLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7AMERICUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8ASHLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9MEDFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10JACKSONVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11ASHLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12MONTGOMERY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13SEDONA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City14ASHLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12AL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State14OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode030009
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode197520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode297520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode397501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode497520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode597520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode697520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode731709
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode897520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode997501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1097530
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1197520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1236104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1386339
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1497520
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0BARRY THALDEN
IRS990PF/SupplementaryInformation/ShareholderManager1KATHRYN THALDEN
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear033513
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/AppliedToCurrentYear035402
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted046770
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1062074
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2079547
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3068375
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4019455
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5025745
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus011368
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY011368
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5014377
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0229451
IRS990PF/UndistributedIncome/ExcessFromYear1062074
IRS990PF/UndistributedIncome/ExcessFromYear2079547
IRS990PF/UndistributedIncome/ExcessFromYear3068375
IRS990PF/UndistributedIncome/ExcessFromYear4019455
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions035402
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0243828
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0255196
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions058800
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine102204 CHATSWORTH COURT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0HENDERSON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NV
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0890145307
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0BARRY AND KATHRYN THALDEN
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT FEE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$985,558
Liabilities
$1
Net assets
$985,558
Revenue
$73,778
Expenses
$36,014
Net income
$37,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.14$0.11$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.15$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.44$0.12$0.32
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.18$0.31$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.55$0.22$0.32
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.51$0.26$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.32$0.19$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.48$0.61$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.13$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.17$0.16$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04$0.17$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.04$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.13