Civic Intelligence

Bullis-Purissima Elementary School Foundation

990 • Fiscal year 2014 • EIN 48-1298690

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileWWW.BCSFOUNDATION.COM
102 W Portola AvenueLos Altos, CA 94022

(650) 787-1397

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

9th percentile

0.01x

Higher debt load relative to revenue than 9% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

44th percentile

1.3%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

35th percentile

-0.5%

Faster revenue growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$5,643,325

Up $69,959 (+1.3%) from 2013

Net Assets

Up

$5,624,332

Up $50,966 (+0.9%) from 2013

Liabilities

Up

$18,993

Up $18,993 from 2013

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin46th percentile

Revenue

Down

$3,407,108

Down $17,411 (-0.5%) from 2013

Expenses

Down

$3,355,897

Down $1,187,638 (-26%) from 2013

Net Income

Up

$51,211

Up $1,170,227 (+105%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,445,340Liabilities 2011: $0Net Assets 2011: $7,445,3402011Assets 2012: $6,821,601Liabilities 2012: $0Net Assets 2012: $6,821,6012012Assets 2013: $5,573,366Liabilities 2013: $0Net Assets 2013: $5,573,3662013Assets 2014: $5,643,325Liabilities 2014: $18,993Net Assets 2014: $5,624,3322014Assets 2015: $5,841,423Liabilities 2015: $0Net Assets 2015: $5,841,4232015Assets 2016: $6,324,407Liabilities 2016: $12,606Net Assets 2016: $6,311,8012016Assets 2017: $7,066,796Liabilities 2017: $35,141Net Assets 2017: $7,031,6552017Assets 2018: $7,331,498Liabilities 2018: $82,263Net Assets 2018: $7,249,2352018Assets 2019: $6,380,503Liabilities 2019: $8,722Net Assets 2019: $6,371,7812019Assets 2020: $8,425,979Liabilities 2020: $31,818Net Assets 2020: $8,394,1612020Assets 2021: $8,941,537Liabilities 2021: $17,288Net Assets 2021: $8,924,2492021Assets 2022: $9,946,551Liabilities 2022: $2,865Net Assets 2022: $9,943,6862022Assets 2023: $10,654,709Liabilities 2023: $8,310Net Assets 2023: $10,646,3992023Assets 2024: $9,400,574Liabilities 2024: $4,737Net Assets 2024: $9,395,8372024

Highlighted filing

2014

Assets$5,643,325
Liabilities$18,993
Net Assets$5,624,332
Open 2014 Filing

Operations Trend

Revenue Growth35th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,649,620Expenses 2011: $1,991,208Net Income 2011: $658,4122011Expenses 2012: $3,562,5042012Revenue 2013: $3,424,519Expenses 2013: $4,543,535Net Income 2013: -$1,119,0162013Revenue 2014: $3,407,108Expenses 2014: $3,355,897Net Income 2014: $51,2112014Revenue 2015: $3,995,473Expenses 2015: $3,736,328Net Income 2015: $259,1452015Revenue 2016: $4,266,057Expenses 2016: $3,463,893Net Income 2016: $802,1642016Revenue 2017: $4,957,888Expenses 2017: $4,295,476Net Income 2017: $662,4122017Revenue 2018: $4,443,493Expenses 2018: $4,111,462Net Income 2018: $332,0312018Revenue 2019: $4,402,339Expenses 2019: $5,360,996Net Income 2019: -$958,6572019Revenue 2020: $4,970,381Expenses 2020: $3,007,757Net Income 2020: $1,962,6242020Revenue 2021: $5,741,271Expenses 2021: $4,861,610Net Income 2021: $879,6612021Revenue 2022: $4,816,077Expenses 2022: $3,378,507Net Income 2022: $1,437,5702022Revenue 2023: $4,223,625Expenses 2023: $4,235,357Net Income 2023: -$11,7322023Revenue 2024: $4,038,398Expenses 2024: $5,815,661Net Income 2024: -$1,777,2632024

Highlighted filing

2014

Revenue$3,407,108
Expenses$3,355,897
Net Income$51,211
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$5,478,479
Mission and Program Overview

Mission

The foundation's mission is toprovide financial support to public education.

The foundation's mission is to provide financial support to public education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,388,748$3,102,714▼ $1,286,034
Savings and Temporary Cash Investments$484,271$1,551,059▲ $1,066,788
Cash and Non-Interest-Bearing Accounts$367,732$710,125▲ $342,393
Other Notes and Loans Receivable, Net$271,684$279,427▲ $7,743
Total Assets$5,573,366$5,643,325▲ $69,959
Other Assets Total$60,931$0▼ $60,931
Liabilities
Other Liabilities$0$18,993▲ $18,993
Total Liabilities$0$18,993▲ $18,993
Net Assets / Fund Balance
Unrestricted Net Assets$5,556,364$5,605,980▲ $49,616
Permanently Rstr Net Assets$17,002$18,352▲ $1,350
Total Net Assets Fund Balance$5,573,366$5,624,332▲ $50,966
Total Liabilities and Net Assets / Fund Balance$5,573,366$5,643,325▲ $69,959

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$17,002-▲ $1,350-$18,352
2013$38,829--$21,827$17,002
2012$35,578$2,000▲ $1,251-$38,829
2011$31,959$3,319▲ $308-$35,578
2010$29,171-▲ $2,804-$31,959
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Laura GwosdenChairman
Albert ChanBoard Member
Allison AtkinsBoard Member
Cecily ZhangBoard Member
Kim MonsalveBoard Member
Lee LevyBoard Member
Lisa CollartBoard Member
Michelle WongBoard Member
Misti SanganiBoard Member
Panida TingBoard Member
Stef Lau-chenBoard Member
Tin Tin TunBoard Member
Peter JewettFinance Committee
Michelle OatesSecretary
Andrea MorokuttiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,111,739
Program Service Revenue
$0
Investment Income
$125,828
Other Revenue
$169,541
All Other Contributions
$3,109,359
Change in Net Assets
$51,211

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded68$438,654Fair Market Value
Total Noncash Contributions68$438,654-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,229,938
Other Expenses$125,959
Total Fundraising Expense$6,609
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,229,938--$3,229,938
Fees for Services Accounting-$45,905-$45,905
Advertising-$43,745-$43,745
Other Expenses-$1,739$6,609$1,739
All Other Expenses-$1,298-$1,298
Total Functional Expenses$3,229,938$119,350$6,609$3,355,897
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bullis Charter SchoolLos Altos, CA510(c)(3)To Provide Financial Support to Public Education$3,224,938
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$207,544
Fundraising Direct Expenses$38,003
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$207,544$207,544$38,003$169,541
Total Events$207,544$207,544$38,003$169,541
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liability$18,993
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the treasurer and the chairman.”

Form 990, Part VI, Section C, Line 19

“The foundation does not make its governing documents and policies available to the public.”

Filing and Contact Details

Filer

Filer Name
Bullis-purissima Elementary School Foundation
EIN
48-1298690
Phone
6507871397
Address
102 W PORTOLA AVENUE, LOS ALTOS, CA 94022

Signing Officer

Name
Laura Gwosden
Title
Chairman
Phone
6507871397
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Gwosden
Formed
2003
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
16

Preparer

Firm
Greenstein Rogoff Olsen & Co Llp
Address
39159 PASEO PADRE PKWY 315, FREMONT, CA 94538
Preparer
Alan Olsen CPA
Phone
5107978661
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“NO CHANGE.”

Financial Statement Notes

PART V, LINE 4:

“To provide financial support to public education.”

Raw XML AppendixShowing 400 of 478 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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IRS990/OtherExpensesGrp/Desc0CONSULTING FEES
IRS990/OtherExpensesGrp/Desc1BANK CHARGE
IRS990/OtherExpensesGrp/Desc2LEADERSHIP CIRCLE RECOG
IRS990/OtherExpensesGrp/Desc3PRINTING
IRS990/OtherExpensesGrp/FundraisingAmt06609
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110663
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21739
IRS990/OtherExpensesGrp/TotalAmt016000
IRS990/OtherExpensesGrp/TotalAmt110663
IRS990/OtherExpensesGrp/TotalAmt26609
IRS990/OtherExpensesGrp/TotalAmt31739
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt018993
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0271684
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0279427
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt017002
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt018352
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAURA GWOSDEN
IRS990/PriorPeriodAdjustmentsAmt08573
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ADDITIONAL SUPPORT PROVIDED TO PAY EXPENSES OF BULLIS CHARTER SCHOOL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0556686
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0556686
IRS990/ProgSrvcAccomActy3Grp/Desc0DONATIONS TO OTHER ORGANIZATIONS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt05000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03093908
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04256541
IRS990/PYInvestmentIncomeAmt0158284
IRS990/PYOtherExpensesAmt0286994
IRS990/PYOtherRevenueAmt0172327
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1119016
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04543535
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03424519
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt051211
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0484271
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01551059
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03111739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03093908
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02490020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02323244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01672096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012691007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0102651
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0117796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0146879
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0158087
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0155676
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0681089
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01335552
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94380
IRS990ScheduleA/PublicSupportPY170Pct00.92480
IRS990ScheduleA/PublicSupportTotal170Amt012620649
IRS990ScheduleA/SubstantialContributorsTotAmt070358
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03111739
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03093908
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02490020
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02323244
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01672096
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012691007
IRS990ScheduleA/TotalSupportAmt013372096
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt017002
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt018352
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01350
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt038829
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt017002
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt021827
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt035578
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt038829
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01251
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt031959
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03319
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt035578
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0308
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt016
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt029171
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt031959
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02804
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018993
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE FINANCIAL SUPPORT TO PUBLIC EDUCATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt018993
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038003
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0207544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0207544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0207544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0207544
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0169541
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038003
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt038003
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt03224938
IRS990ScheduleI/RecipientTable/IRCSectionDesc0510(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0NONE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FINANCIAL SUPPORT TO PUBLIC EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BULLIS CHARTER SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0481298689
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0102 W PORTOLA AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOS ALTOS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094022
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0NONE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL DONATIONS ARE MAINTAINED IN QUICKBOOKS AND SPECIAL DONATIONS ARE NOTED AS SUCH.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt068
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0438654
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS HIRED AN INVESTMENT MANAGER WHOSE RESPONSIBILITY IS TO SELL THE NON-CASH CONTRIBUTIONS, NAMELY STOCK, DONATED TO THE FOUNDATION.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 32B:
IRS990ScheduleM/ThirdPartiesUsedInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE TREASURER AND THE CHAIRMAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND POLICIES AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO CHANGE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,643,325
Liabilities
$18,993
Net assets
$5,624,332
Revenue
$3,407,108
Expenses
$3,355,897
Net income
$51,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$4.04$5.82$1.78
2023Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.6$4.22$4.24$0.01
2022Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.94$4.82$3.38$1.44
2021Detailed filing. Detailed filing data is available for this year.$8.94$0.02$8.92$5.74$4.86$0.88
2020Detailed filing. Detailed filing data is available for this year.$8.43$0.03$8.39$4.97$3.01$1.96
2019Detailed filing. Detailed filing data is available for this year.$6.38$0.01$6.37$4.40$5.36$0.96
2018Detailed filing. Detailed filing data is available for this year.$7.33$0.08$7.25$4.44$4.11$0.33
2017Summary only. Only limited summary data is available for this year.$7.07$0.04$7.03$4.96$4.30$0.66
2016Summary only. Only limited summary data is available for this year.$6.32$0.01$6.31$4.27$3.46$0.80
2015Summary only. Only limited summary data is available for this year.$5.84$0.00$5.84$4.00$3.74$0.26
2014Detailed filing. Detailed filing data is available for this year.$5.64$0.02$5.62$3.41$3.36$0.05
2013Summary only. Only limited summary data is available for this year.$5.57$0.00$5.57$3.42$4.54$1.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$0.00$6.82$3.56
2011Summary only. Only limited summary data is available for this year.$7.45$0.00$7.45$2.65$1.99$0.66