Civic Intelligence

Dean and Margaret Lesher Foundation

990PF • Fiscal year 2017 • EIN 68-0208980

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 18, 2018

Organization Profile

View Organization Page

1333 N California BlvdWalnut Creek, CA 94596

(925) 935-9988

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

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

Liabilities / Revenue

7th percentile

0.00x

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

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

Net Margin

52nd percentile

4.7%

Higher net margin than 52% of similar nonprofits.

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

Top Officer Pay

13th percentile

$23,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

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

Asset Growth

27th percentile

0.4%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

78th percentile

22%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$65,640,572

Up $280,029 (+0.4%) from 2016

Net Assets

Up

$65,640,572

Up $280,029 (+0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin52nd percentile

Revenue

Up

$5,935,230

Up $1,075,325 (+22%) from 2016

Expenses

Up

$5,655,201

Up $140,771 (+2.6%) from 2016

Net Income

Up

$280,029

Up $934,554 (+143%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$100M$50M$0Assets 2011: $63,568,436Liabilities 2011: $02011Assets 2012: $62,512,481Liabilities 2012: $02012Assets 2013: $63,784,223Liabilities 2013: $02013Assets 2014: $64,538,030Liabilities 2014: $1Net Assets 2014: $64,538,0302014Assets 2015: $66,013,951Liabilities 2015: $1Net Assets 2015: $66,013,9512015Assets 2016: $65,360,543Liabilities 2016: $0Net Assets 2016: $65,360,5432016Assets 2017: $65,640,572Liabilities 2017: $0Net Assets 2017: $65,640,5722017Assets 2018: $70,931,457Liabilities 2018: $0Net Assets 2018: $70,931,4572018Assets 2019: $79,203,414Liabilities 2019: $1Net Assets 2019: $79,203,4142019Assets 2020: $79,112,151Liabilities 2020: $1Net Assets 2020: $79,112,1512020Assets 2021: $81,108,894Liabilities 2021: $1Net Assets 2021: $81,108,8942021Assets 2022: $95,167,223Liabilities 2022: $1Net Assets 2022: $95,167,2232022Assets 2023: $72,758,653Liabilities 2023: $458Net Assets 2023: $72,758,1952023Assets 2024: $95,293,739Liabilities 2024: $0Net Assets 2024: $95,293,7392024

Highlighted filing

2017

Assets$65,640,572
Liabilities$0
Net Assets$65,640,572
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

$40M$20M$0-$20M-$40MRevenue 2011: $3,348,145Expenses 2011: $5,290,097Net Income 2011: -$1,941,9522011Revenue 2012: $3,954,645Expenses 2012: $5,010,600Net Income 2012: -$1,055,9552012Revenue 2013: $6,325,973Expenses 2013: $5,023,176Net Income 2013: $1,302,7972013Revenue 2014: $5,409,715Expenses 2014: $4,940,078Net Income 2014: $469,6372014Revenue 2015: $7,047,830Expenses 2015: $5,573,591Net Income 2015: $1,474,2392015Revenue 2016: $4,859,905Expenses 2016: $5,514,430Net Income 2016: -$654,5252016Revenue 2017: $5,935,230Expenses 2017: $5,655,201Net Income 2017: $280,0292017Revenue 2018: $11,346,339Expenses 2018: $6,055,454Net Income 2018: $5,290,8852018Revenue 2019: $14,709,945Expenses 2019: $6,505,725Net Income 2019: $8,204,2202019Revenue 2020: $7,723,511Expenses 2020: $6,957,526Net Income 2020: $765,9852020Revenue 2021: $8,575,909Expenses 2021: $6,715,991Net Income 2021: $1,859,9182021Revenue 2022: $21,147,069Expenses 2022: $6,588,411Net Income 2022: $14,558,6582022Revenue 2023: -$15,593,732Expenses 2023: $7,201,005Net Income 2023: -$22,794,7372023Revenue 2024: $30,213,973Expenses 2024: $7,798,112Net Income 2024: $22,415,8612024

Highlighted filing

2017

Revenue$5,935,230
Expenses$5,655,201
Net Income$280,029
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 18, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda DavisDirectorPT$23,000-$23,000
Jill O'BrienDirector-$11,000-$11,000
Cynthia LesherDirector-$11,000-$11,000
Tim LesherDirector-$11,000-$11,000
Joseph LesherDirector-$11,000-$11,000
Stephen LesherDirector-$9,000-$9,000
David LesherDirector-$7,500-$7,500
Kathleen OdneDirector-$6,000-$6,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Charitable purposes--see schedule-Various, CA, US$4,229,500
Filing and Contact Details

Filer

Filer Name
Dean and Margaret Lesher Foundation
EIN
68-0208980
Phone
9259359988
Address
1333 N California Blvd, Walnut Creek, CA 94596

Signing Officer

Name
Linda Davis
Title
Director
Signed
2018-10-18
Discuss with paid preparer
Yes

Preparer

Firm
RK Taylor & Associates
Address
2890 North Main St Suite 305, Walnut Creek, CA 94597
Preparer
John M Kikuchi
Phone
9259447662
Raw XML AppendixShowing 400 of 608 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt071127
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt035563
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt035564
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02010-07-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12012-12-18
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22015-11-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32017-10-04
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42017-10-04
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52017-11-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62017-12-18
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72017-08-23
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82017-08-23
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92017-06-07
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102017-10-31
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt06229
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt14431
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt26057
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3383
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt41508
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt54776
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt6431
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt712398
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8995
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt92297
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt102543
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt0445
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1443
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt21211
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt327
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt4108
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt5341
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt631
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt71240
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt8100
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt9230
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10254
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt05784
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13766
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22422
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Phone system
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1New server
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Computer
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3MSJ Stand up desk
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Office chairs
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5Reception desk
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6Office chair
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7New server
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8New sonicwall
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9MSJ laptop and phone
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10Dell computer
DepreciationSchedule/DepreciationPropertyGrp/Rt00.0714
DepreciationSchedule/DepreciationPropertyGrp/Rt10.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt20.2000
DepreciationSchedule/DepreciationPropertyGrp/Rt30.0714
DepreciationSchedule/DepreciationPropertyGrp/Rt40.0714
DepreciationSchedule/DepreciationPropertyGrp/Rt50.0714
DepreciationSchedule/DepreciationPropertyGrp/Rt60.0714
DepreciationSchedule/DepreciationPropertyGrp/Rt70.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt80.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt90.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt100.1000
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ection 4942(h)(2) Election as to the Treatment of Qualifying DistributionsElection:Pursuant to IRC Section 4942(h)(2) and U.S. Treas. Reg. 53.4949(a)-3(d)(2), the Foundation hereby elects to treat current year qualifying distributions in the amount of $5,224,007 as being made out of corpus.Signed: _________________________________
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt017834812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0See Statement B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt019678638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01090246
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04003867
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0482443
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt02303
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Other investment income
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0Lesher Speaker Series
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt0213360
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05578859
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0213360
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05792219
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt035563
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt035564
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt071127
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04003867
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt035800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt053700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt089500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04229500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04229500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0143011
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04430
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01090246
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01090246
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0280029
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04003867
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0482443
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0482443
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04003867
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05174161
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt056574
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt056574
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0349069
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0349069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0428508
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0123261
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0551769
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02303
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0215663
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt023329
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0175793
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0199122
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt032566
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt032566
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt02037
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt02037
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt027241
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt016380
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt058621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05224007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0404698
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05655201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05578859
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05935230
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0994507
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0404698
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01425701
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt03820
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0556388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1283319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2602878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt323438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4116132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5736646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6504660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71180406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0556388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1283319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2602878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt323438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4116132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5736646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6504660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71180406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0556388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1283319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2602878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt323438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4116132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5736646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6504660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71180406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Dodge & Cox
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Fisher Investments
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Gabelli & Co.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Goldman Sachs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4US Bank
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5State Street Premier Growth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6State Street Small Cap Equity
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Symphony Convertible Bond
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04003867
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0280029
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt065640572
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt065360543
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt065640572
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04006769
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04006769
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04006769
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04058511
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt051742
IRS990PF/DistributableAmountGrp/TotalTaxAmt051742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt023895
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt075637
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt051742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt023895
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt051742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt051742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt075637
IRS990PF/FMVAssetsEOYAmt084008476
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt014313072
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt014853787
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt013747395
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt030437911
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt027593828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt045222085
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0110938
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0136584
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt04745
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt025646
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt025646
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0123975
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0123975
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0123975
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt015078518
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt017834812
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt019678638
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04004039
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03837633
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03837633
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt065360543
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt065640572
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt084008476
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt065360543
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt065640572
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt065360543
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt065640572
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt065360543
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt065640572
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01398283
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01370891
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01373104
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt082406309
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03927231
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt078479078
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01236095
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04058511
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt081170214
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt082406309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0127507
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1101938
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2105125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt05693
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt15097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt212768
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Kathleen Odne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Susan Haley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Melissa Stafford Jones
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Exec Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Grants Mgr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Exec Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01333 N California Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11333 N California Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21333 N California Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd294596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt011000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt111000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt29000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt37500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt423000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt56000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt611000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt711000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jill O'Brien
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Cynthia Lesher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Stephen Lesher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3David Lesher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Linda Davis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Kathleen Odne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Tim Lesher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Joseph Lesher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71333 N California Blvd 330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Walnut Creek
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/ZIPCd094596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd694596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd794596
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04926301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04978043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04993949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04986003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04326836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04532094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04446754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.060691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt051742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt081170214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt073907181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt078635681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt089352382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt075745206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt069242799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05224007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.303454
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05172265
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05224007
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt051742
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05224007
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$65,640,572
Liabilities
$0
Net assets
$65,640,572
Revenue
$5,935,230
Expenses
$5,655,201
Net income
$280,029
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$95.3$0.00$95.3$30.2$7.80$22.4
2023Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$15.6$7.20$22.8
2022Detailed filing. Detailed filing data is available for this year.$95.2$0.00$95.2$21.1$6.59$14.6
2021Detailed filing. Detailed filing data is available for this year.$81.1$0.00$81.1$8.58$6.72$1.86
2020Detailed filing. Detailed filing data is available for this year.$79.1$0.00$79.1$7.72$6.96$0.77
2019Detailed filing. Detailed filing data is available for this year.$79.2$0.00$79.2$14.7$6.51$8.20
2018Detailed filing. Detailed filing data is available for this year.$70.9$0.00$70.9$11.3$6.06$5.29
2017Detailed filing. Detailed filing data is available for this year.$65.6$0.00$65.6$5.94$5.66$0.28
2016Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$4.86$5.51$0.65
2015Detailed filing. Detailed filing data is available for this year.$66.0$0.00$66.0$7.05$5.57$1.47
2014Detailed filing. Detailed filing data is available for this year.$64.5$0.00$64.5$5.41$4.94$0.47
2013Summary only. Only limited summary data is available for this year.$63.8$0.00$6.33$5.02$1.30
2012Summary only. Only limited summary data is available for this year.$62.5$0.00$3.95$5.01$1.06
2011Summary only. Only limited summary data is available for this year.$63.6$0.00$3.35$5.29$1.94