Civic Intelligence

M & T Foundation

990PF • Fiscal year 2021 • EIN 45-4482686

Jan 01, 2021 to Dec 31, 2021 • Filed on May 08, 2023

Organization Profile
PO Box 676370Rancho Santa Fe, CA 92067

(858) 756-3858

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

92nd percentile

73%

Higher net margin than 92% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$140,948

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

55th percentile

10%

Faster asset growth than 55% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

167%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$22,770,419

Up $2,135,243 (+10%) from 2020

Net Assets

Up

$22,688,717

Up $2,116,036 (+10%) from 2020

Liabilities

Up

$81,702

Up $19,207 (+31%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin92nd percentile

Revenue

Up

$2,914,440

Up $1,822,069 (+167%) from 2020

Expenses

Down

$798,404

Down $153,312 (-16%) from 2020

Net Income

Up

$2,116,036

Up $1,975,381 (+1404%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$30M$20M$10M$0Assets 2013: $24,055,463Liabilities 2013: $02013Assets 2014: $23,776,188Liabilities 2014: $15,100Net Assets 2014: $23,761,0882014Assets 2015: $19,385,202Liabilities 2015: $4,586Net Assets 2015: $19,380,6162015Assets 2016: $19,018,919Liabilities 2016: $7,543Net Assets 2016: $19,011,3762016Assets 2017: $18,773,794Liabilities 2017: $11,938Net Assets 2017: $18,761,8562017Assets 2018: $19,694,045Liabilities 2018: $43,504Net Assets 2018: $19,650,5412018Assets 2019: $20,501,921Liabilities 2019: $69,895Net Assets 2019: $20,432,0262019Assets 2020: $20,635,176Liabilities 2020: $62,495Net Assets 2020: $20,572,6812020Assets 2021: $22,770,419Liabilities 2021: $81,702Net Assets 2021: $22,688,7172021Assets 2022: $23,262,905Liabilities 2022: $34,150Net Assets 2022: $23,228,7552022Assets 2023: $22,374,430Liabilities 2023: $34,013Net Assets 2023: $22,340,4172023Assets 2024: $22,611,748Liabilities 2024: $38,729Net Assets 2024: $22,573,0192024

Highlighted filing

2021

Assets$22,770,419
Liabilities$81,702
Net Assets$22,688,717
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2013: $2,136,598Expenses 2013: $2,798,292Net Income 2013: -$661,6942013Revenue 2014: $1,775,686Expenses 2014: $2,725,270Net Income 2014: -$949,5842014Revenue 2015: $836,391Expenses 2015: $2,785,696Net Income 2015: -$1,949,3052015Revenue 2016: $470,158Expenses 2016: $1,794,617Net Income 2016: -$1,324,4592016Revenue 2017: $1,340,653Expenses 2017: $1,117,374Net Income 2017: $223,2792017Revenue 2018: $2,137,426Expenses 2018: $1,248,741Net Income 2018: $888,6852018Revenue 2019: $1,429,970Expenses 2019: $648,485Net Income 2019: $781,4852019Revenue 2020: $1,092,371Expenses 2020: $951,716Net Income 2020: $140,6552020Revenue 2021: $2,914,440Expenses 2021: $798,404Net Income 2021: $2,116,0362021Revenue 2022: $2,360,715Expenses 2022: $1,820,677Net Income 2022: $540,0382022Revenue 2023: $1,176,327Expenses 2023: $2,064,665Net Income 2023: -$888,3382023Revenue 2024: $2,292,450Expenses 2024: $2,059,848Net Income 2024: $232,6022024

Highlighted filing

2021

Revenue$2,914,440
Expenses$798,404
Net Income$2,116,036
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 8, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory L PotenzianiPresidentFT$118,906$22,042$140,948
James A BrenneisDirectorPT$26,250$23,670$49,920
Frank A PotenzianiDirector-$0--
Fred G BotekExecutive VP-$0--
Cheryl L PotenzianiDirector-$0--
Patricia P VickDirector-$0--
Darren BeckettDirector-$0--
Matthew BushDirector-$0--
Kimberly GodoySecretary-$0--
Matthew F BotekDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SAN DIEGO REGION-DENVER, CO, US$150,000
Paid Grant-GENERAL SUPPORT-NEW YORK, NY, US$15,000
Paid Grant-UNRESTRICTED-ALBUQUERQUE, NM, US$12,500
Paid Grant-GENERAL SUPPORT-SAN BERNARDINO, CA, US$12,500
Paid Grant-TWO SCHOLARSHIPSPCAURORA, IL, US$10,000
Filing and Contact Details

Filer

Filer Name
M & T Foundation
EIN
45-4482686
Phone
8587563858
Address
PO Box 676370, Rancho Santa Fe, CA 92067

Signing Officer

Name
Gregory L Potenziani
Title
President
Signed
2023-05-08
Discuss with paid preparer
Yes

Preparer

Firm
West Rhode & Roberts
Address
2741 4th Ave, San Diego, CA 92103
Preparer
Cheryl Rhode
Phone
6196155380
Raw XML AppendixShowing 400 of 459 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE RETURN WAS SUBMITTED FOR PAPER FILING BASED ON THE FACT THAT THE IRS IS UNABLE TO ACCEPT 990PF RETURNS THAT INCLUDE PENALTY AND INTEREST ELECTRONICALLY. THE IRS WEBSITE INDICATES THAT THESE RETURNS WILL BE PROCESSED VIA PAPER FILING SINCE ELECTRONIC FILING IS NOT ALLOWED IN THIS INSTANCE. HOWEVER, THE PAPER RETURN WAS RETURNED 3 TIMES WITH A NOTICE INDICATING THE RETURN MUST BE ELECTRONICALLY FILED. THE INTEREST AND PENALTY HAVE BEEN REMOVED TO ALLOW THE RETURN TO BE FILED ELECTRONICALLY. M&T HAS PAID THE INTEREST AND PENALTY OF $434. THE RETURN WAS ORIGINALLY MAILED ON NOVEMBER 15, 2022 AND THEREFORE SHOULD BE CONSIDERED TIMELY FILED.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012935993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019948699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09525172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07470044
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0474399
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02434695
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05346
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02914440
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02914440
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02434695
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt061128
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0130834
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0191962
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt01380
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01380
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0474399
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0474399
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02116036
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010602874
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05346
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05346
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02434695
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02467322
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt034569
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt019445
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt054014
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt09238
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt019668
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt028906
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt022602
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0126825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0149427
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08529
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018124
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt026653
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt05682
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt078869
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt084550
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt04384
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt041018
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt045402
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0351287
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0447118
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0798404
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02914440
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02914440
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0151287
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0447118
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0598404
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05155
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt010955
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt016110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01889936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16278243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01817419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1448461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2168815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01817419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1448461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2168815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03707355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16726704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2168815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB 4142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TD AMERITRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ALTERNATIVE INVESTMENT REALIZED GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02434695
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02116036
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt022688717
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020572681
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt022688717
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01187857
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01187857
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01187857
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01222153
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt034296
IRS990PF/DistributableAmountGrp/TotalTaxAmt034296
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt034296
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt034296
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt034296
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt019296
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015000
IRS990PF/FMVAssetsEOYAmt027727997
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01044030
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt052545
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt052545
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013523051
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012935993
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019948699
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt029497
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt031668
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt03552
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02171
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02171
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt020572681
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt022688717
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04539
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04538
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04538
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05810004
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09525172
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07470044
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt062495
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt081702
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt020635176
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt022770419
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt027727997
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt062495
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt081702
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt020635176
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt022770419
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt020572681
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt022688717
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt024815285
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0701379
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019763405
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0372229
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04350501
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01222153
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt024443056
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt024815285
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt912.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0118906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt926250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt06000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt11313
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt016042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt122357
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Gregory L Potenziani
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Frank A Potenziani
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Fred G Botek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Cheryl L Potenziani
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Patricia P Vick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Darren Beckett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Matthew Bush
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Kimberly Godoy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Matthew F Botek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9James A Brenneis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Executive VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO Box 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO Box 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO Box 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7PO Box 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8PO Box 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9PO Box 676370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Rancho Santa Fe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Rancho Santa Fe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Rancho Santa Fe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Rancho Santa Fe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Rancho Santa Fe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Rancho Santa Fe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Rancho Santa Fe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Rancho Santa Fe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Rancho Santa Fe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9Rancho Santa Fe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd492067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd592067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd692067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd792067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd892067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd992067
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0351287
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0351287
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 676370
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Rancho Santa Fe
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0920676370
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NM
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Greg Potenziani
IRS990PF/StatementsRegardingActyGrp/PhoneNum08587563858
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Provide charitable funds for medical, educational & sociological pursuits. Volunteer for sociological activities.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0351287
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Applications should be submitted in written letter form.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Greg Potenziani
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08587563858
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 676370
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Rancho Santa Fe
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092067
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TWO SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SAN DIEGO REGION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GOOD SHEPARD CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MARMION ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SAINT THOMAS AQUINAS HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3INTERNATIONAL BUSINESS COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4THE PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0213 IRON SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11000 BUTTERFIELD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22772 STERLING AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31212 6TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42239 CHAMPA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBUQUERQUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AURORA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN BERNARDINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd087103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480205
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200000
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/AppliedToCurrentYearAmt0351287
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01187857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0836570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01002983
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0836570
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0166413
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0351287
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0166413
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01002983
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt06503
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt119028
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt23966
LandEtcSchedule2/LandEtcGrp/BookValueAmt0365
LandEtcSchedule2/LandEtcGrp/BookValueAmt11806
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Improvements
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt06868
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt120834
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt23966
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0365
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt11806
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04538
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DEPOSITS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04538
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04538
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCRUAL TO CASH ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment Management fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OTHER GRANT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Repairs and maintenance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6SUBSCRIPTIONS AND CONFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03968
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1468
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt210978
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3595
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt44201
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52392
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03066
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18430
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt299060
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3996
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41265
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt58925
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt65083
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03066
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112398
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt299060

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,770,419
Liabilities
$81,702
Net assets
$22,688,717
Revenue
$2,914,440
Expenses
$798,404
Net income
$2,116,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$0.04$22.6$2.29$2.06$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$0.03$22.3$1.18$2.06$0.89
2022Detailed filing. Detailed filing data is available for this year.$23.3$0.03$23.2$2.36$1.82$0.54
2021Detailed filing. Detailed filing data is available for this year.$22.8$0.08$22.7$2.91$0.80$2.12
2020Detailed filing. Detailed filing data is available for this year.$20.6$0.06$20.6$1.09$0.95$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.07$20.4$1.43$0.65$0.78
2018Detailed filing. Detailed filing data is available for this year.$19.7$0.04$19.7$2.14$1.25$0.89
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$0.01$18.8$1.34$1.12$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.01$19.0$0.47$1.79$1.32
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.00$19.4$0.84$2.79$1.95
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.8$0.02$23.8$1.78$2.73$0.95
2013Summary only. Only limited summary data is available for this year.$24.1$0.00$2.14$2.80$0.66