Mjg Foundation

990PF • Fiscal year 2019 • EIN 46-1680937

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 05, 2020

Organization Profile

3214 N University AveProvo, UT 84604

(801) 878-8100

Siviq Scores

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

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

1.8%

Faster asset growth than 49% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

123%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets38th percentile

Assets

$686,361

Up $11,858 (+1.8%) from 2018

Net Assets

$686,361

Up $11,858 (+1.8%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue38th percentile Net Margin69th percentile

Revenue

$83,102

Up $45,848 (+123%) from 2018

Expenses

$71,244

Up $26,369 (+59%) from 2018

Net Income

$11,858

Up $19,479 (+256%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

Highlighted filing

2019

Assets$686,361

Liabilities$0

Net Assets$686,361

Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2019

Revenue$83,102

Expenses$71,244

Net Income$11,858

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Aug 5, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay55th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MATTHEW AARON GREENE	President	PT	$0	-	-
JULIANN BOYCE GREENE	Vice President	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Mjg Foundation
EIN: 46-1680937
Phone: 8018788100
Address: 3214 N UNIVERSITY AVE, PROVO, UT 84604

Signing Officer

Name: Matthew Greene
Title: President
Phone: 8018788100
Signed: 2020-08-05
Discuss with paid preparer: Yes

Preparer

Firm: Hartle & Rees LLC
Address: 448 EAST WINCHESTER STREET STE 225, SALT LAKE CITY, UT 84107
Preparer: Ryan C Rees CPA
Phone: 8019042070

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	3	DFA COMMON STOCK, ACCOUNT 84257371 - SEE ATTACHED
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	808438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	786923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	801772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	767302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	830953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	64795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.248391
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	64754
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	64795
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	41
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	64795
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	8
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	1	8
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	2	8
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	3	8
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	LOSS FROM SALE OF LONG-TERM & SHORT-TERM INVESTMENTS: VARIOUS STOCKS WERE SOLD TO
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	1	MAINTAIN INVESTMENTS & CONTRIBUTE FUNDS TO THE ORGANIZATION. HPI REAL ESTATE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	2	FUNDS PARTNERSHIP INVESTMENT ALSO SOLD THREE REAL ESTATE PROPERTIES. OVERALL
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	3	RESULT WAS A GAIN.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	448 E WINCHESTER ST STE 225
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	SALT LAKE CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	84107
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	HARTLE & REES LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8019042070
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	FUNDS WERE USED TO START A FIJI VILLAGE DEVELOPMENT PROGRAM. THE PROGRAM SUPPORTS ONGOING LOCAL ECONOMIC SUSTAINMENT FOR IMPOVERISHED COMMUNITIES, IN ADDITION TO HOUSING AND CLEAN WATER SUPPORT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	DONATIONS MADE TO THE RUSTIC PATHWAYS FOUNDATION PROVIDE SUPPORT FOR CLEAN WATER AND HOUSING PROJECTS FOR COMMUNITIES IN COSTA RICA. ONE WATER TANK STORES 20,000 LITERS OF CLEAN DRINKING WATER, SUPPORTING OVER 200 PEOPLE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt	0	EXPENSES/DONATIONS MADE TO THE CAMBODIAN CHILDREN'S FUND SPONSORED 4 CHILDREN'S EDUCATION FROM IMPOVERISHED COMMUNITIES. THE FUND ALSO PROVIDES FAMILY SUPPORT AND COMMUNITY DEVELOPMENT PROGRAMS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt	0	EXPENSES/DONATIONS WERE MADE TO HAWAII CHARITABLE ORGANIZATONS SUPPORTING LOCAL EDUCATION, ENVIRONMENTAL, AND HUMANITARIAN PROJECTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	23878
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt	0	3011
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt	0	18127
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt	0	6444
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	MATTHEW AARON GREENE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	JULIANN BOYCE GREENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2645
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	1995
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	3734
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	57
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SPONSOR CHILDREN'SEDUCATION IN CAMBODIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SPONSOR CLEAN WATERPROJECTS IN COSTARICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	SUPPORT LOCAL YOUTHIN SPORTS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	GIVING DAY - SUPPORT& SPONSOR LOCALEDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	SOCIAL CHANGE,ENVIRONMENTAL CHANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	CAMBODIAN CHILDREN'S FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	THE RUSTIC PATHWAYS FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	UNIVERSITY OF HAWAII FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	LE JARDIN ACADEMY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	METROPOLITAN GROUP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2461 SANTA MONICA BLVD PMB 833
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 429
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1314 SOUTH KING STREET SUITE B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	917 KALANIANAOLE HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	519 SW THIRD AVE SUITE 700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CHARDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	KAILUA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	90404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	44024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	96814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	96734
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	97204
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	MATTHEW AARON GREENE
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	1	JULIANN BOYCE GREENE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	8931
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	39408
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	29371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	40862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	57104
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	30690
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	30690
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	231540
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	64795
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	39408
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	29371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	40862
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	57104
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	64795
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	64795
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	262230
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	197435
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DISTRIBUTIONS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1083
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1083
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	187
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	187
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	187
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	35
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	-4635
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	-146
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	2	3231
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	K-1 ORDINARY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	K-1 RENTAL REAL ESTATE INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	CAPITAL GAIN DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	-4635
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	-146
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	2	3231
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	-4635
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	-146
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	3231
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	4540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	4540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	CHARLES SCHWAB FINANCIAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $686,361
Liabilities: $0
Net assets: $686,361
Revenue: $83,102
Expenses: $71,244
Net income: $11,858

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.71	$0.00	$4.71	$0.92	$0.38	$0.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.17	$0.00	$4.17	$0.16	$4.25	$4.08
2022Detailed filing. Detailed filing data is available for this year.	$8.25	$0.00	$8.25	$0.34	$0.17	$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.08	$0.00	$8.08	$0.94	$0.25	$0.69
2020Detailed filing. Detailed filing data is available for this year.	$7.39	$0.00	$7.39	$0.91	$0.39	$0.52
2019Detailed filing. Detailed filing data is available for this year.	$6.86	$0.00	$6.86	$0.83	$0.71	$0.12
2018Detailed filing. Detailed filing data is available for this year.	$6.75	$0.00	$6.75	$0.37	$0.45	$0.08
2017Detailed filing. Detailed filing data is available for this year.	$6.82	$0.00	$6.82	$0.05	$0.33	$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.20	$0.00	$7.20	$0.07	$0.41	$0.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.68	$0.00	$7.68	$0.14	$0.69	$0.84