Civic Intelligence

Holton Family Foundation Inc

990PF • Fiscal year 2012 • EIN 68-0405252

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization Profile
19280 Bainter Avenue95030
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

55th percentile

1.8%

Faster asset growth than 55% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,051,072

Up $18,388 (+1.8%) from 2011

Net Assets

Up

$1,051,072

Up $18,388 (+1.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$34,669

Down $94,418 (-73%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,032,684Liabilities 2011: $0Net Assets 2011: $1,032,6842011Assets 2012: $1,051,072Liabilities 2012: $0Net Assets 2012: $1,051,0722012Assets 2013: $1,106,244Liabilities 2013: $0Net Assets 2013: $1,106,2442013Assets 2014: $1,191,096Liabilities 2014: $0Net Assets 2014: $1,191,0962014Assets 2015: $773,709Liabilities 2015: $0Net Assets 2015: $773,7092015Assets 2016: $655,723Liabilities 2016: $2,371Net Assets 2016: $653,3522016Assets 2017: $231,472Liabilities 2017: $2,371Net Assets 2017: $229,1012017Assets 2018: $2,318Liabilities 2018: $2,318Net Assets 2018: $02018Assets 2019: $1,733Liabilities 2019: $0Net Assets 2019: $1,7332019Assets 2020: $674,740Liabilities 2020: $0Net Assets 2020: $674,7402020Assets 2021: $268,487Liabilities 2021: $4,231Net Assets 2021: $264,2562021Assets 2022: $1,372,424Liabilities 2022: $1,354Net Assets 2022: $1,371,0702022Assets 2023: $1,387,051Liabilities 2023: $2,574Net Assets 2023: $1,384,4772023Assets 2024: $1,416,136Liabilities 2024: $0Net Assets 2024: $1,416,1362024

Highlighted filing

2012

Assets$1,051,072
Liabilities$0
Net Assets$1,051,072
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $129,0872011Expenses 2012: $34,6692012Revenue 2013: $87,271Expenses 2013: $32,099Net Income 2013: $55,1722013Revenue 2014: $87,854Expenses 2014: $3,012Net Income 2014: $84,8422014Revenue 2015: $232,809Expenses 2015: $603,782Net Income 2015: -$370,9732015Revenue 2016: $64,631Expenses 2016: $182,637Net Income 2016: -$118,0062016Revenue 2017: $243,322Expenses 2017: $667,574Net Income 2017: -$424,2522017Revenue 2018: $105,099Expenses 2018: $334,160Net Income 2018: -$229,0612018Revenue 2019: $10,873Expenses 2019: $2,513Net Income 2019: $8,3602019Revenue 2020: $670,843Expenses 2020: $2,204Net Income 2020: $668,6392020Revenue 2021: $158,725Expenses 2021: $609,351Net Income 2021: -$450,6262021Revenue 2022: $2,143,687Expenses 2022: $3,733Net Income 2022: $2,139,9542022Revenue 2023: $29,260Expenses 2023: $16,447Net Income 2023: $12,8132023Revenue 2024: $33,586Expenses 2024: $1,927Net Income 2024: $31,6592024

Highlighted filing

2012

Revenue-
Expenses$34,669
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL RESNICKAsst Treasurer-$0--
DAVID B PLYLERAsst Treasurer-$0--
WANDA KOWNACKIPresident-$0--
JOHN P HOLTONSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL FUNDPUBLICSAN JOSE, CA, US$10,000
Paid Grant-GENERAL FUNDPUBLICSAN FRANCISCO, CA, US$7,500
Paid Grant-GENERAL FUNDPUBLICBERKELEY, CA, US$5,000
Paid Grant-GENERAL FUNDPUBLICSARATOGA, CA, US$5,000
Paid Grant-GENERAL FUNDPUBLICOAKLAND, CA, US$2,500
Paid Grant-GENERAL FUNDPUBLICSAN JOSE, CA, US$500
Paid Grant-GENERAL FUNDPUBLICATLANTA, GA, US$500
Filing and Contact Details

Filer

EIN
68-0405252
Raw XML Appendix328 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
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0983557
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0VANGUARD WELLINGTON ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount034643
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount015602
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome03112
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount050245
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome03112
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA053357
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome034643
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm018714
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps031000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss031000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm034643
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm034643
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss034643
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses018688
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice035602
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss018714
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome051522
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps01737
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm01738
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss03475
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps097
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm097
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0194
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome034643
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps032834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm01835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss034669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome053357
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses053357
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01834
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01835
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03669
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01173722
IRS990PF/BalanceSheets/InvestmentsOtherBOY01000445
IRS990PF/BalanceSheets/InvestmentsOtherEOY0983557
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY01032684
IRS990PF/BalanceSheets/RetainedEarningsEOY01051072
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY032239
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY067515
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV067515
IRS990PF/BalanceSheets/TotalAssetsBOY01032684
IRS990PF/BalanceSheets/TotalAssetsEOY01051072
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01241237
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01032684
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01051072
IRS990PF/BalanceSheets/TotalNetAssetsBOY01032684
IRS990PF/BalanceSheets/TotalNetAssetsEOY01051072
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome018714
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Capital Gain Dividends
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss015602
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses018688
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0300
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01051372
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01032684
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01051072
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted058240
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj058240
IRS990PF/DistributableAmount/DistributableAmountBeforeDed058240
IRS990PF/DistributableAmount/MinimumInvestmentReturn059270
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01030
IRS990PF/DistributableAmount/TotalTax01030
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0590
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01030
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01030
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01030
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0440
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0590
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01241237
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01203460
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances034960
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01168500
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable018052
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn059270
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01185408
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01203460
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PAUL RESNICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DAVID B PLYLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2WANDA KOWNACKI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JOHN P HOLTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0ASST TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1ASST TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101180 HARKER AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111388 WESLEY OAKS COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1219280 BAINTER AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1319280 BAINTER AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PALO ALTO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1ATLANTA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LOS GATOS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3LOS GATOS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1GA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode094301
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode130327
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode295030
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode395030
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct084693
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets084178
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.07101
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.10382
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.08010
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.07738
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.05518
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.03858
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01185408
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101156063
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201143685
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301178107
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear402041323
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear502217368
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0515
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions032834
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10120027
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2091607
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3091159
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40112633
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5085551
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.35506
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions032834
IRS990PF/QualifyingDistributions/ExpensesAndContributions032834
IRS990PF/QualifyingDistributions/QualifyingDistributions032834
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10GLENEAGLES GROUP LLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06789040594
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103715 NORTHSIDE PKWY STE 2-600
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ATLANTA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0GA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode030327
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount27500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount310000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount55000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount65000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SAN JOSE REPERTORY THEATER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1ATLANTA YOUTH ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2SAN FRANCISCO BALLET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3ARCHBISHOP MITTY HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4UC REGENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5BERKELEY REP THEATER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6MONTALVO ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10101 PASEO DE SAN ANTONIO WALK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112120 Forrest Park Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12455 FRANKLIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine135000 MITTY AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141111 FRANKLIN ST 12TH FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine152625 ADDISON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 158
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SAN JOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ATLANTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SAN JOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4OAKLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5BERKELEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6SARATOGA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode095113
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode130315
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode294102
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode395129
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode494607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode594704
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode695071
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear031000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear032834
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted058240
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1062920
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2036099
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3032402
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4010915
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus025406
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY025406
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0116930
IRS990PF/UndistributedIncome/ExcessFromYear1062920
IRS990PF/UndistributedIncome/ExcessFromYear2036099
IRS990PF/UndistributedIncome/ExcessFromYear3017911
IRS990PF/UndistributedIncome/QualifyingDistributions032834
IRS990PF/UndistributedIncome/TotalCorpus0116930
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0142336
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome10
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01050
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount12425
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1ACCOUNTING AND TAX FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps0525
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps11212
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0525
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome11213
TaxesSchedule/Taxes/Amount0194
TaxesSchedule/Taxes/Category0STATE REGISTRATION FEES & TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps097
TaxesSchedule/Taxes/NetInvestmentIncome097
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0680405252
ReturnHeader/Filer/Name/BusinessNameLine10JWS FOUNDATION INC
ReturnHeader/Filer/NameControl0JWSF
ReturnHeader/Filer/Phone04083954711
ReturnHeader/Filer/USAddress/AddressLine1019280 BAINTER AVENUE
ReturnHeader/Filer/USAddress/City0LOS GATOS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095030
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0DAVID B PLYLER
ReturnHeader/Officer/Title0ASST TREASURER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GULLANE ASSOCIATES LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10154 VIDAL BLVD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DECATUR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0GA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0300302345
ReturnHeader/Preparer/Name0Spencer T Knap CPA
ReturnHeader/Preparer/Phone04042819081
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T11:04:09-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,051,072
Liabilities
$0
Net assets
$1,051,072
Revenue
-
Expenses
$34,669
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.03$0.00$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.38$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$2.14$0.00$2.14
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.26$0.16$0.61$0.45
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.67$0.00$0.67
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.33$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.24$0.67$0.42
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.65$0.06$0.18$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.23$0.60$0.37
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.09$0.00$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$0.03$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.13