Civic Intelligence

Wagner Family Foundation

990PF • Fiscal year 2017 • EIN 46-1537126

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization Profile
314 Lytton Avenue Suite 200Palo Alto, CA 94301

(650) 804-7100

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.30x

Higher debt load relative to revenue than 44% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

92nd percentile

30%

Faster asset growth than 92% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-44%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$51,945,965

Up $11,894,244 (+30%) from 2016

Net Assets

Up

$51,282,759

Up $11,549,038 (+29%) from 2016

Liabilities

Up

$663,206

Up $345,206 (+109%) from 2016

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin93rd percentile

Revenue

Down

$2,207,925

Down $1,726,953 (-44%) from 2016

Expenses

Down

$818,438

Down $1,116,116 (-58%) from 2016

Net Income

Down

$1,389,487

Down $610,837 (-31%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$100M$50M$0Assets 2012: $17,473,570Liabilities 2012: $02012Assets 2013: $29,129,925Liabilities 2013: $278,400Net Assets 2013: $28,851,5252013Assets 2014: $32,697,707Liabilities 2014: $247,325Net Assets 2014: $32,450,3822014Assets 2015: $36,264,905Liabilities 2015: $252,000Net Assets 2015: $36,012,9052015Assets 2016: $40,051,721Liabilities 2016: $318,000Net Assets 2016: $39,733,7212016Assets 2017: $51,945,965Liabilities 2017: $663,206Net Assets 2017: $51,282,7592017Assets 2018: $49,186,496Liabilities 2018: $555,730Net Assets 2018: $48,630,7662018Assets 2019: $60,250,903Liabilities 2019: $385,678Net Assets 2019: $59,865,2252019Assets 2020: $74,608,640Liabilities 2020: $554,228Net Assets 2020: $74,054,4122020Assets 2021: $92,366,995Liabilities 2021: $798,182Net Assets 2021: $91,568,8132021Assets 2022: $35,263,504Liabilities 2022: $334,300Net Assets 2022: $34,929,2042022Assets 2023: $35,718,825Liabilities 2023: $358,465Net Assets 2023: $35,360,3602023Assets 2024: $38,971,797Liabilities 2024: $239,384Net Assets 2024: $38,732,4132024

Highlighted filing

2017

Assets$51,945,965
Liabilities$663,206
Net Assets$51,282,759
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$50M$0-$50MRevenue 2012: $17,365,941Expenses 2012: $0Net Income 2012: $17,365,9412012Revenue 2013: $7,382,807Expenses 2013: $1,352,519Net Income 2013: $6,030,2882013Revenue 2014: $5,573,624Expenses 2014: $3,218,309Net Income 2014: $2,355,3152014Revenue 2015: $645,341Expenses 2015: $622,100Net Income 2015: $23,2412015Revenue 2016: $3,934,878Expenses 2016: $1,934,554Net Income 2016: $2,000,3242016Revenue 2017: $2,207,925Expenses 2017: $818,438Net Income 2017: $1,389,4872017Revenue 2018: $2,685,646Expenses 2018: $3,130,448Net Income 2018: -$444,8022018Revenue 2019: $10,280,240Expenses 2019: $3,334,301Net Income 2019: $6,945,9392019Revenue 2020: $3,803,013Expenses 2020: $2,441,680Net Income 2020: $1,361,3332020Revenue 2021: $2,770,754Expenses 2021: $3,657,925Net Income 2021: -$887,1712021Revenue 2022: $3,151,153Expenses 2022: $44,089,532Net Income 2022: -$40,938,3792022Revenue 2023: $1,007,846Expenses 2023: $3,534,987Net Income 2023: -$2,527,1412023Revenue 2024: $11,611,129Expenses 2024: $3,373,480Net Income 2024: $8,237,6492024

Highlighted filing

2017

Revenue$2,207,925
Expenses$818,438
Net Income$1,389,487
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES PETER WAGNERPresident/Director-$0--
AMY HAIG WAGNERSecretary/Treasurer/Director-$0--
JACKSON WAGNERDirector-$0--
BENJAMIN WAGNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wagner Family Foundation
EIN
46-1537126
Phone
6508047100
Address
314 LYTTON AVENUE SUITE 200, PALO ALTO, CA 94301

Signing Officer

Name
James Peter Wagner
Title
Secretary
Phone
6508047100
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
975 OAK STREET SUITE 500, EUGENE, OR 97401
Preparer
Wendy Campos
Phone
5416861040
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt035910
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt071819
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031954
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0317914
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0317914
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01986587
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0157196
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0170349
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01389487
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0361948
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt050989
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0982337
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0198
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt066085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt066283
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01284567
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0376969
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt037949
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt012416
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0324473
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0354021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0491380
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0818438
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01473717
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02207925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt036107
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0491380
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0500524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0329994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt144576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt144576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0317372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ALTERNATIVE INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031954
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01389487
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010159551
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt051282759
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt039733721
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt051282759
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02844511
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02844511
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02844511
IRS990PF/DistributableAmountGrp/IncomeTaxAmt012102
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02876260
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019647
IRS990PF/DistributableAmountGrp/TotalTaxAmt031749
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt038194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt057841
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019647
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt038194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019647
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019647
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt057841
IRS990PF/FMVAssetsEOYAmt051945965
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03754890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03754890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013488650
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt023133164
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt023133164
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt020549308
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt024089118
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt024089118
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0318000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0663206
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt046000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt098000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt098000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05967763
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0870793
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0870793
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt040051721
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt051945965
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt051945965
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0318000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0663206
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt040051721
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt051945965
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt039733721
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt051282759
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt039733721
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt051282759
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt058401226
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01767557
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt032544551
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0876018
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt024089118
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02876260
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt057525208
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt058401226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0APERCEN PARNTERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt053099
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ACCOUNTING & CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0314 LYTTON AVENUE SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES PETER WAGNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AMY HAIG WAGNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JACKSON WAGNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BENJAMIN WAGNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0314 LYTTON AVE SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1314 LYTTON AVE SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2314 LYTTON AVE SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3314 LYTTON AVE SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02465013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02474836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01791048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0513415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03083809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01045950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.015210

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,945,965
Liabilities
$663,206
Net assets
$51,282,759
Revenue
$2,207,925
Expenses
$818,438
Net income
$1,389,487
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.0$0.24$38.7$11.6$3.37$8.24
2023Detailed filing. Detailed filing data is available for this year.$35.7$0.36$35.4$1.01$3.53$2.53
2022Detailed filing. Detailed filing data is available for this year.$35.3$0.33$34.9$3.15$44.1$40.9
2021Detailed filing. Detailed filing data is available for this year.$92.4$0.80$91.6$2.77$3.66$0.89
2020Detailed filing. Detailed filing data is available for this year.$74.6$0.55$74.1$3.80$2.44$1.36
2019Detailed filing. Detailed filing data is available for this year.$60.3$0.39$59.9$10.3$3.33$6.95
2018Detailed filing. Detailed filing data is available for this year.$49.2$0.56$48.6$2.69$3.13$0.44
2017Detailed filing. Detailed filing data is available for this year.$51.9$0.66$51.3$2.21$0.82$1.39
2016Detailed filing. Detailed filing data is available for this year.$40.1$0.32$39.7$3.93$1.93$2.00
2015Detailed filing. Detailed filing data is available for this year.$36.3$0.25$36.0$0.65$0.62$0.02
2014Detailed filing. Detailed filing data is available for this year.$32.7$0.25$32.5$5.57$3.22$2.36
2013Detailed filing. Detailed filing data is available for this year.$29.1$0.28$28.9$7.38$1.35$6.03
2012Summary only. Only limited summary data is available for this year.$17.5$0.00$17.4$0.00$17.4