Civic Intelligence

Dewey & Irene Baldocchi Scholarship Fund for Higher Education Trust

990 • Fiscal year 2016 • EIN 68-6085994

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 02, 2017

Organization ProfileN/A
111 Santa Rosa Avenue No 400BSanta Rosa, CA 95404

(707) 571-1120

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

91st percentile

44%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

59th percentile

4.0%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

67%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Flat

$1,420,556

Flat from 2016

Net Assets

Flat

$1,420,556

Flat from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin91st percentile

Revenue

Flat

$110,864

Flat from 2016

Expenses

Flat

$61,976

Flat from 2016

Net Income

Flat

$48,888

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $737,890Liabilities 2010: $0Net Assets 2010: $737,8902010Assets 2011: $687,398Liabilities 2011: $0Net Assets 2011: $687,3982011Assets 2012: $744,001Liabilities 2012: $0Net Assets 2012: $744,0012012Assets 2013: $888,508Liabilities 2013: $0Net Assets 2013: $888,5082013Assets 2014: $1,410,526Liabilities 2014: $0Net Assets 2014: $1,410,5262014Assets 2015: $1,366,197Liabilities 2015: $0Net Assets 2015: $1,366,1972015Assets 2016: $1,420,556Liabilities 2016: $0Net Assets 2016: $1,420,5562016Assets 2016: $1,420,556Liabilities 2016: $0Net Assets 2016: $1,420,5562016Assets 2017: $1,519,149Liabilities 2017: $0Net Assets 2017: $1,519,1492017Assets 2018: $1,365,156Liabilities 2018: $0Net Assets 2018: $1,365,1562018Assets 2019: $1,537,232Liabilities 2019: $0Net Assets 2019: $1,537,2322019Assets 2020: $1,489,872Liabilities 2020: $0Net Assets 2020: $1,489,8722020Assets 2021: $1,744,615Liabilities 2021: $5,616Net Assets 2021: $1,738,9992021Assets 2022: $1,451,144Liabilities 2022: $0Net Assets 2022: $1,451,1442022Assets 2023: $1,563,411Liabilities 2023: $0Net Assets 2023: $1,563,4112023Assets 2024: $1,664,889Liabilities 2024: $0Net Assets 2024: $1,664,8892024

Highlighted filing

2016

Assets$1,420,556
Liabilities$0
Net Assets$1,420,556
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $31,8612010Expenses 2011: $34,6992011Expenses 2012: $34,7772012Revenue 2013: $57,832Expenses 2013: $36,670Net Income 2013: $21,1622013Revenue 2014: $70,888Expenses 2014: $41,811Net Income 2014: $29,0772014Revenue 2015: $66,368Expenses 2015: $48,503Net Income 2015: $17,8652015Revenue 2016: $110,864Expenses 2016: $61,976Net Income 2016: $48,8882016Revenue 2016: $110,864Expenses 2016: $61,976Net Income 2016: $48,8882016Revenue 2017: $47,912Expenses 2017: $53,119Net Income 2017: -$5,2072017Revenue 2018: $182,362Expenses 2018: $63,618Net Income 2018: $118,7442018Revenue 2019: $21,105Expenses 2019: $72,783Net Income 2019: -$51,6782019Revenue 2020: -$62,923Expenses 2020: $69,546Net Income 2020: -$132,4692020Revenue 2021: $66,842Expenses 2021: $72,593Net Income 2021: -$5,7512021Revenue 2022: $54,262Expenses 2022: $88,016Net Income 2022: -$33,7542022Revenue 2023: $56,304Expenses 2023: $75,573Net Income 2023: -$19,2692023Revenue 2024: $91,922Expenses 2024: $76,388Net Income 2024: $15,5342024

Highlighted filing

2016

Revenue$110,864
Expenses$61,976
Net Income$48,888
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 2, 2017
Return Version
2016v3.0
Gross Receipts
$446,808
Mission and Program Overview

Mission

NONE

Provide higher education scholarships to graduates of cardinal newman high school and ursuline high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,270,302$1,378,558▲ $108,256
Savings and Temporary Cash Investments$91,652$38,706▼ $52,946
Total Assets$1,366,197$1,420,556▲ $54,359
Other Assets Total$4,243$3,292▼ $951
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,365,068$1,419,904▲ $54,836
Temporarily Rstr Net Assets$1,129$652▼ $477
Total Net Assets Fund Balance$1,366,197$1,420,556▲ $54,359
Total Liabilities and Net Assets / Fund Balance$1,366,197$1,420,556▲ $54,359
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
David AdamsTrustee
Kirt ZeiglerTrustee
Martin MccormickTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$110,864
Other Revenue
$0
Change in Net Assets
$48,888
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,000
Other Expenses$10,976
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,000--$51,000
Fees for Service Investment Mgmnt Fees-$9,786-$9,786
Fees for Services Accounting-$1,190-$1,190
Total Functional Expenses$51,000$10,976$0$61,976
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cardinal Newman High SchoolSanta Rosa, CA-Scholarships.$51,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return is reviewed and signed by a trustee.”

Form 990, Part VI, Section C, Line 19

“The organization does not disclose to the public.”

Filing and Contact Details

Filer

Filer Name
Dewey & Irene Baldocchi Scholarship
EIN
68-6085994
Phone
7075711120
Address
111 SANTA ROSA AVENUE NO 400B, SANTA ROSA, CA 95404
Doing Business As
Na

Signing Officer

Name
David Adams
Title
Trustee
Phone
7075711120
Signed
2017-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Adams
Formed
1981
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Richard Pratt CPA
Address
111 SANTA ROSA AVE STE 400B, SANTA ROSA, CA 95404
Preparer
Richard Pratt CPA
Phone
7075711120
Raw XML Appendix345 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HIGHER EDUCATION SCHOLARSHIPS TO GRADUATES OF CARDINAL NEWMAN HIGH SCHOOL AND URSULINE HIGH SCHOOL
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD PRATT CPA
IRS990/BooksInCareOfDetail/PhoneNum07075711120
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0111 SANTA ROSA AVENUE SUITE 400B
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095404
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt051000
IRS990/CYInvestmentIncomeAmt0110864
IRS990/CYOtherExpensesAmt010976
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt048888
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt061976
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0110864
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FUNDS PROVIDED FOR HIGHER EDUCATION SCHOLARSHIPS FOR GRADUATES OF CARDINAL NEWMAN HIGH SCHOOL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0NA
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt051000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01190
IRS990/FeesForServicesAccountingGrp/TotalAmt01190
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09786
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09786
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm1MARTIN MCCORMICK
IRS990/Form990PartVIISectionAGrp/PersonNm2KIRT ZEIGLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt070853
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt051000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt051000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt051000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0406797
IRS990/GrossReceiptsAmt0446808
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt040011
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040011
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01270302
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01378558
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0335944
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01366197
IRS990/NetAssetsOrFundBalancesEOYAmt01420556
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt070853
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt070853
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05471
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04243
IRS990/OtherAssetsTotalGrp/EOYAmt03292
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01365068
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01419904
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID ADAMS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt037000
IRS990/PYInvestmentIncomeAmt066368
IRS990/PYOtherExpensesAmt011503
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt017865
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt048503
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt066368
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt048888
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091652
IRS990/SavingsAndTempCashInvstGrp/EOYAmt038706
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941530038
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1941578925
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd16
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt151000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROMAN CATHOLIC BISHOP OF SANTA ROSA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CARDINAL NEWMAN HIGH SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt051000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt051000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CARDINAL NEWMAN HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0941578925
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt050 URSULINE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA ROSA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095403
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED AND SIGNED BY A TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT DISCLOSE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DEWEY & IRENE BALDOCCHI ST ROSE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0686085993
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1686085995
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOLARSHIPS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SCHOLARSHIPS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0111 SANTA ROSA AVE STE 400B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1111 SANTA ROSA AVE STE 400B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA ROSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SANTA ROSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095404
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd195404
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01129
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0652
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01366197
IRS990/TotalAssetsEOYAmt01420556
IRS990/TotalAssetsGrp/BOYAmt01366197
IRS990/TotalAssetsGrp/EOYAmt01420556
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010976
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051000
IRS990/TotalFunctionalExpensesGrp/TotalAmt061976
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01366197
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01420556
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt051000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0110864
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0110864
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01366197
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01420556
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1 297
IRS990/USAddress/CityNm0SANTA ROSA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095402
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07075711120
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEWEY & IRENE BALDOCCHI SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND HIGHER EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0BALD
ReturnHeader/Filer/EIN0686085994
ReturnHeader/Filer/PhoneNum07075711120
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 SANTA ROSA AVENUE NO 400B
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095404
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CC182438B539F2E740DB3A88DFEB339B258FEAF5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CC182438B539F2E740DB3A88DFEB339B258FEAF5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.0.87.64
ReturnHeader/FilingSecurityInformation/IPDt02017-08-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:11:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271244296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD PRATT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 SANTA ROSA AVE STE 400B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075711120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD PRATT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-02T13:11:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,420,556
Liabilities
$0
Net assets
$1,420,556
Revenue
$110,864
Expenses
$61,976
Net income
$48,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.00$1.66$0.09$0.08$0.02
2023Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$0.06$0.08$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.05$0.09$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.01$1.74$0.07$0.07$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.06$0.07$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.02$0.07$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.18$0.06$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.05$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.11$0.06$0.05
2016Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$0.11$0.06$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.07$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.07$0.04$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06$0.04$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.03