Civic Intelligence

Armrod Charitable Foundation

990PF • Fiscal year 2020 • EIN 68-0370503

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
4020 Sierra College Blvd 200Rocklin, CA 95677

(916) 624-6200

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

2nd percentile

-336%

Higher net margin than 2% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

9th percentile

-8.3%

Faster asset growth than 9% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Flat

$7,597,620

Flat from 2020

Net Assets

$7,597,620

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin2nd percentile

Revenue

Flat

$208,637

Flat from 2020

Expenses

Flat

$909,316

Flat from 2020

Net Income

Flat

-$700,679

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $1,564,793Liabilities 2010: $0Net Assets 2010: $1,564,7932010Assets 2011: $1,679,473Liabilities 2011: $1,943Net Assets 2011: $1,677,5302011Assets 2012: $718,685Liabilities 2012: $0Net Assets 2012: $718,6852012Assets 2013: $946,111Liabilities 2013: $0Net Assets 2013: $946,1112013Assets 2014: $3,007,471Liabilities 2014: $12014Assets 2015: $18,061,711Liabilities 2015: $0Net Assets 2015: $18,061,7112015Assets 2016: $14,023,635Liabilities 2016: $0Net Assets 2016: $14,023,6352016Assets 2017: $11,444,334Liabilities 2017: $0Net Assets 2017: $11,444,3342017Assets 2018: $9,666,044Liabilities 2018: $0Net Assets 2018: $9,666,0442018Assets 2019: $8,286,233Liabilities 2019: $0Net Assets 2019: $8,286,2332019Assets 2020: $7,597,620Liabilities 2020: $0Net Assets 2020: $7,597,6202020Assets 2020: $7,597,620Liabilities 2020: $12020Assets 2021: $7,619,268Liabilities 2021: $0Net Assets 2021: $7,619,2682021Assets 2022: $7,787,081Liabilities 2022: $5,500Net Assets 2022: $7,781,5812022Assets 2023: $8,524,432Liabilities 2023: $15,5002023Assets 2024: $8,580,945Liabilities 2024: $7,050Net Assets 2024: $8,573,8952024

Highlighted filing

2020

Assets$7,597,620
Liabilities$0
Net Assets$7,597,620
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

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

$20M$10M$0-$10MExpenses 2010: $239,7232010Expenses 2011: $71,7762011Expenses 2012: $991,3002012Revenue 2013: $504,886Expenses 2013: $277,460Net Income 2013: $227,4262013Revenue 2014: $2,338,160Expenses 2014: $276,801Net Income 2014: $2,061,3592014Revenue 2015: $16,951,810Expenses 2015: $1,897,569Net Income 2015: $15,054,2412015Revenue 2016: $81,522Expenses 2016: $4,150,011Net Income 2016: -$4,068,4892016Revenue 2017: $240,544Expenses 2017: $2,819,845Net Income 2017: -$2,579,3012017Revenue 2018: $246,561Expenses 2018: $2,024,237Net Income 2018: -$1,777,6762018Revenue 2019: $261,739Expenses 2019: $1,629,582Net Income 2019: -$1,367,8432019Revenue 2020: $208,637Expenses 2020: $909,316Net Income 2020: -$700,6792020Revenue 2020: $208,637Expenses 2020: $909,316Net Income 2020: -$700,6792020Revenue 2021: $424,987Expenses 2021: $403,254Net Income 2021: $21,7332021Revenue 2022: $321,372Expenses 2022: $157,269Net Income 2022: $164,1032022Revenue 2023: $878,676Expenses 2023: $150,633Net Income 2023: $728,0432023Revenue 2024: $336,317Expenses 2024: $271,575Net Income 2024: $64,7422024

Highlighted filing

2020

Revenue$208,637
Expenses$909,316
Net Income-$700,679
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN A HARMONPresident-$0--
DONALD T TROWBRIDGECFO-$0--
MARILYNN FINNSecretary-$0--
MARTINE HARMONDirector-$0--
ALLISON MURPHYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Armrod Charitable Foundation
EIN
68-0370503
Phone
9166246200
Address
4020 SIERRA COLLEGE BLVD 200, ROCKLIN, CA 95677

Signing Officer

Name
Martin A Harmon
Title
President
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Tenney and Company
Address
1528 Starr Drive Suite A, Yuba City, CA 95993
Preparer
Ronald L Stallins
Phone
5306744211
Raw XML AppendixShowing 400 of 771 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/Amt01600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0FORM 990 TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01600
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ALLSTATE CORP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ANALOG DEVICES - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BANK OF AMERICA - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3CISCO SYSTEMS - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4CITIGROUP INC - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5COCA-COLA CO - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6COCA-COLA ENTERPRISES - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7COLGATE-PALMOLIVE CO 100,000 SH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8CSX CORP - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9CVS CAREMARK CORP - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10DR PEPPER SNAPPLE GROUP - 100,00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11ECOLAB INC - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12EXPRESS SCRIPTS HOLDING - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13HONEYWELL INTERNATIONAL - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14HUSKY ENERGY INC - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15INTEL CORP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16KROGER CO - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17LINCOLN NATIONAL CORP - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18MASTERCARD INC - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19NATIONAL RETAIL PROP INC - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20NIKE INC - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21NORTHERN TRUST CORP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22ORACLE CORP - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23PEPSICO INC - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24PRINCIPAL FINANCIAL GROUP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25PROCTER & GAMBLE - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26REALTY INCOME CORP - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27ROSS STORES INC - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28SOUTHWEST AIRLINES CO - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29STATE STREET CORP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30TOYOTA MOTOR CREDIT CORP - 300,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31UNITED PARCEL SERVICE - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32US BANKCORP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33VODAFONE GROUP PLC - 200,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34WESTPAC BANKING CORP - 150,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35TORONO-DOMINION BANK - 50,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36TRUIST FINANCIAL CORP - 100,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37VISA INC - 50,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0149796
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1149391
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2108413
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3200696
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4165525
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5203012
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6199192
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt799956
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8149528
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9101226
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10199990
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11210740
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1299676
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1399882
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14149144
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1598897
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16149787
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17149243
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18199704
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19153634
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20199590
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2198671
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22106833
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt23148842
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt24164142
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt25299208
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt26199928
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt27148529
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt28200350
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt29150681
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3051205
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt31103383
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3249815
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0171240
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1152703
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2109442
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3202016
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4156402
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5219156
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6218676
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7114202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8166488
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9105485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10202368
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11214340
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12109230
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13115430
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14152169
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15110009
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16164054
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17155003
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18202014
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19159441
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20202552
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21110648
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt22107121
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23159944
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt24164357
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25315642
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt26218310
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt27162389
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28207040
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt29151038
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3053576
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt31103726
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3249857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0198317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0161568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UMPQUA HOLDING CORP - 10,560 SHS
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0436151
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0458785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0523052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1437630
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SOLAMERE CAPITAL FUND III, LP INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GI PARTNERS EXECUTIVE FUND V LP INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0550634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1601409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0170237
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt037226
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt03942
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0424000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SOLAMERE CAPITAL FUND III
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-2768
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0211405
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-2768
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0208637
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0228688
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt037226
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0851500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0851500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0170237
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0170237
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0170237
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-700679
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01071011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt0104
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03942
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03942
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03942
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0104
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt037226
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0160163
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt054509
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02365
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt051242
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt053607
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-2768
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02505
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02505
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0228688
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0858074
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt051242
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0909316
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0211405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0208637
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06574
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt051242
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt057816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt099858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1158318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2154877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3104650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5159588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6102799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7103324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt850371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-6725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-4877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt36186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-9588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-2453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt851883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt92527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-4877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt36186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-9588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-2453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt851883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt92527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt099957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1151593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3110836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6102877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7100871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt850467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt951883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102527
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/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100,000 SHS US TREASURY NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150,000 SHS COCA-COLA ENTERPRISE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2150,000 SHS INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100,000 SHS CVS CAREMARK CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100,000 SHS US TREASURY NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5150,000 SHS PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100,000 SHS COLGATE-PALMOLIVE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7100,000 SHS US TREASURY NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc850,000 SHS US TREASURY NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SOLAMERE K-1 FLOW THROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SOLAMERE K-1 FLOW THROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037226
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt054509
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-700679
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt057
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt012123
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07597677
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08286233
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07597620
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0381396
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0381396
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0381396
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0383622
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02226
IRS990PF/DistributableAmountGrp/TotalTaxAmt02226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05806
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05806
IRS990PF/FMVAssetsEOYAmt08007325
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01979
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0107469
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0107469
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05485642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04958609
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05206068
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0198317
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0198317
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0161568
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0185000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt08286233
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0519694
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0960682
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01152043
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01166749
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0736392
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0736392
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08286233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07597620
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08007325
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08286233
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07597620
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08286233
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07597620
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0713852
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0436151
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0458785
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07789284
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0606917
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06222505
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0116839
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0959862
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0383622
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07672445
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07789284
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARTIN A HARMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONALD T TROWBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARILYNN FINN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARTINE HARMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ALLISON MURPHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04020 SIERRA COLLEGE BLVD 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14020 SIERRA COLLEGE BLVD 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24020 SIERRA COLLEGE BLVD 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34020 SIERRA COLLEGE BLVD 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44020 SIERRA COLLEGE BLVD 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROCKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ROCKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ROCKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ROCKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ROCKLIN
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/ZIPCd095677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd395677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd495677
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0858074
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0858074
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0858074
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04020 SIERRA COLLEGE BLVD200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROCKLIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0956773906
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DONALD TROWBRIDGE
IRS990PF/StatementsRegardingActyGrp/PhoneNum09166246200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,597,620
Liabilities
$0
Net assets
$7,597,620
Revenue
$208,637
Expenses
$909,316
Net income
-$700,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.58$0.01$8.57$0.34$0.27$0.06
2023Summary only. Only limited summary data is available for this year.$8.52$0.02$0.88$0.15$0.73
2022Detailed filing. Detailed filing data is available for this year.$7.79$0.01$7.78$0.32$0.16$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.62$0.00$7.62$0.42$0.40$0.02
2020Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.21$0.91$0.70
2020Summary only. Only limited summary data is available for this year.$7.60$0.00$0.21$0.91$0.70
2019Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.26$1.63$1.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.67$0.00$9.67$0.25$2.02$1.78
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.00$11.4$0.24$2.82$2.58
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$0.08$4.15$4.07
2015Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$17.0$1.90$15.1
2014Summary only. Only limited summary data is available for this year.$3.01$0.00$2.34$0.28$2.06
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.50$0.28$0.23
2012Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.99
2011Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.24