Amy and Roger Bamford Foundation

990PF • Fiscal year 2021 • EIN 47-2523165

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile

1505 Monte Vista RoadMontecito, CA 93108

(650) 714-2618

Siviq Scores

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

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

-1012%

Higher net margin than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

-21%

Faster asset growth than 17% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

434%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets61st percentile

Assets

Down

$376,131

Down $99,471 (-21%) from 2020

Net Assets

Down

$375,881

Down $94,721 (-20%) from 2020

Liabilities

Down

$250

Down $4,750 (-95%) from 2020

Revenue And Expenses

Liabilities / Revenue69th percentile Net Margin3rd percentile

Revenue

$16,495

Up $13,404 (+434%) from 2020

Expenses

$183,404

Up $39,945 (+28%) from 2020

Net Income

Down

-$166,909

Down $26,541 (-19%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

Highlighted filing

2021

Assets$376,131

Liabilities$250

Net Assets$375,881

Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

Highlighted filing

2021

Revenue$16,495

Expenses$183,404

Net Income-$166,909

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Nov 10, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROGER BAMFORD	President	-	$0	-	-
RODGER KOBAYASHI	CFO	-	$0	-	-
SCOTT ROSS	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Farview Foundation
EIN: 47-2523165
Phone: 6507142618
Address: 1505 MONTE VISTA ROAD, MONTECITO, CA 93108

Signing Officer

Name: Roger Bamford
Title: President
Phone: 6507142618
Signed: 2022-11-10
Discuss with paid preparer: Yes

Preparer

Firm: Cbiz Sld
Address: 44 MONTGOMERY ST STE 3200, SAN FRANCISCO, CA 94104
Preparer: Ronald Simonian
Phone: 4153974444

Raw XML Appendix352 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	367806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	367806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	UBS US QUALITY GROWTH AT REASONABLE PRICE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	2783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	UBS SELECTOR PRIME INVESTOR FUND
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	UBS STATEMENT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2021-05-18
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	RODGER KOBAYASHI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	SECRETARY
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	FOR CHARITABLE,RELIGIOUS, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	FOR CHARITABLE,RELIGIOUS, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	FOR CHARITABLE,RELIGIOUS, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	FOR CHARITABLE,RELIGIOUS, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	FOR CHARITABLE,RELIGIOUS, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	MINDFULS LITTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	THE CENTER FOR INDEPENDENT DOCUMENTARY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	WORLD WILDLIFE FUND INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	BENTLEY UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	ASIAN HEALTH SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	21C ORINDA WAY 405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1300 SOLDIERS FIELD ROAD SUITE 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1250 TWENTY-FOURTH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	175 FOREST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	101 8TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	ORINDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	WALTHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	94563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	02135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	200371193
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	02452
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	94607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	175250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	19195
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	19195
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	104171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	67181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	726611
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	6053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	107534
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	107534
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1060071
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	156055
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	104171
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	67181
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	726611
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	6053
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	175250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	156055
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1167605
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1011550
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	72188
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ALTERNATIVE INVESMENT ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	5000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	CC PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	250
TaxesSchedule/TaxesDetail/Amt	0	150
TaxesSchedule/TaxesDetail/CategoryTxt	0	STATE FILING
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	150
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ROGER BAMFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6507142618
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE FARVIEW FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	FARV
ReturnHeader/Filer/EIN	0	472523165
ReturnHeader/Filer/PhoneNum	0	6507142618
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1505 MONTE VISTA ROAD
ReturnHeader/Filer/USAddress/CityNm	0	MONTECITO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	93108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	341874260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CBIZ SLD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	44 MONTGOMERY ST STE 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94104
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4153974444
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RONALD SIMONIAN
ReturnHeader/ReturnTs	0	2022-11-15T15:28:18-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BAMFORD
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

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: $376,131
Liabilities: $250
Net assets: $375,881
Revenue: $16,495
Expenses: $183,404
Net income: -$166,909

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Summary only. Only limited summary data is available for this year.	$0.34	$0.00		$0.01	$0.01	$0.00
2022Detailed filing. Detailed filing data is available for this year.	$0.26	$0.01	$0.26	$0.01	$0.02	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$0.38	$0.00	$0.38	$0.02	$0.18	$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.48	$0.01	$0.47	$0.00	$0.14	$0.14
2019Detailed filing. Detailed filing data is available for this year.	$0.61	$0.00	$0.61	$0.01	$0.11	$0.10
2017Detailed filing. Detailed filing data is available for this year.	$1.47	$0.00	$1.47	$0.04	$0.09	$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.53	$0.00	$1.53	$1.35	$0.18	$1.17
2015Detailed filing. Detailed filing data is available for this year.	$0.36	$0.00	$0.36	$0.04	$0.18	$0.13
2014Summary only. Only limited summary data is available for this year.	$0.49	$0.00		$2.50	$0.01	$2.49