Civic Intelligence

The Peter & Edna Grilione Family Foundation

990PF • Fiscal year 2014 • EIN 73-1657589

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 26, 2015

Organization Profile
4483 Heppner LaneSan Jose, CA 95136

(408) 265-0698

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-27%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$680,911

Up $68,647 (+11%) from 2013

Net Assets

$680,911

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin87th percentile

Revenue

Down

$164,002

Down $60,099 (-27%) from 2013

Expenses

Down

$95,355

Down $56,018 (-37%) from 2013

Net Income

Down

$68,647

Down $4,081 (-5.6%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$1.0M$500K$0Assets 2011: $460,736Liabilities 2011: $02011Assets 2012: $539,536Liabilities 2012: $02012Assets 2013: $612,264Liabilities 2013: $02013Assets 2014: $680,911Liabilities 2014: $0Net Assets 2014: $680,9112014Assets 2015: $740,180Liabilities 2015: $12015Assets 2016: $786,186Liabilities 2016: $0Net Assets 2016: $786,1862016Assets 2017: $821,633Liabilities 2017: $0Net Assets 2017: $821,6332017Assets 2019: $842,992Liabilities 2019: $12019Assets 2020: $842,504Liabilities 2020: $0Net Assets 2020: $842,5042020

Highlighted filing

2014

Assets$680,911
Liabilities$0
Net Assets$680,911
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $230,636Expenses 2011: $146,995Net Income 2011: $83,6412011Revenue 2012: $230,807Expenses 2012: $152,007Net Income 2012: $78,8002012Revenue 2013: $224,101Expenses 2013: $151,373Net Income 2013: $72,7282013Revenue 2014: $164,002Expenses 2014: $95,355Net Income 2014: $68,6472014Revenue 2015: $159,002Expenses 2015: $99,733Net Income 2015: $59,2692015Revenue 2016: $158,102Expenses 2016: $112,096Net Income 2016: $46,0062016Revenue 2017: $164,002Expenses 2017: $128,555Net Income 2017: $35,4472017Revenue 2019: $166,015Expenses 2019: $166,906Net Income 2019: -$8912019Revenue 2020: $166,202Expenses 2020: $166,690Net Income 2020: -$4882020

Highlighted filing

2014

Revenue$164,002
Expenses$95,355
Net Income$68,647
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 26, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA GRILIONEPresident-$0--
JOHN T KRAEMERSecty-Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Peter & Edna Grilione
EIN
73-1657589
Phone
4082650698
Address
4483 HEPPNER LANE, SAN JOSE, CA 95136

Signing Officer

Name
Patricia Grilione
Title
President
Signed
2015-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Linger Peterson Shrum & Co
Address
575 E Locust Ave Suite 308, Fresno, CA 93720-2928
Preparer
Gary Shrum CPA
Phone
5594388740
Raw XML Appendix259 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/Amt01950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01950
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt036736
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt036736
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0164000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt068647
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt056669
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt056669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt036736
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt056669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt095355
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0164002
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt056669
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt058619
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt068647
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0680911
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0612264
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0680911
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt032526
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032526
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt032526
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0680911
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05547
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08348
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08348
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0606717
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0672563
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0672563
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0612264
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0680911
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0680911
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0612264
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0680911
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0612264
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0680911
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0612264
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0680911
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0660431
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011088
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09906
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0649343
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt032526
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0650525
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0660431
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PATRICIA GRILIONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN T KRAEMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secty-Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04483 HEPPNER LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1380 STEVENS AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SOLANA BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095136
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192075
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt034740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt034740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt026978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt027644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt022650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt017400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.05340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0650525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0577922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0493506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0422316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0338631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0273178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt036736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.26702
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt036736
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt036736
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt036736
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04483 HEPPNER LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN JOSE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095136
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PATRICIA GRILIONE
IRS990PF/StatementsRegardingActyGrp/PhoneNum04082650698
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CHARITABLE CASH CONTRIBUTION MADE TO THE NATURE CONSERVANCY OF CALIFORNIA ($18,368) AND TO SEMPERVIRENS ($18,368)
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt036736
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PATRICIA GRILIONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018368
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt118368
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR THEIR USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR THEIR USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0NATURE CONSERVANCY OF CALIF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SEMPERVIRENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0201 MISSION STREET 4TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12483 OLD MIDDLEFIELD WAY SUITE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MOUNTAIN VIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194043
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036736
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032526
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032526
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01534
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0468
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02541
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02541
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09181
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04210
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02969
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01534
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0468
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036736
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04210
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011722
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07512
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PATRICIA GRILIONE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04483 HEPPNER LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN JOSE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095136
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0164000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0606717
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CASH VALUE OF LIFE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0672563
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0672563
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE PREMIUMS(NET OF INCR IN CSV)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt056589
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt056589
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt180
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA GRILIONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PETER & EDNA GRILIONE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0731657589
ReturnHeader/Filer/PhoneNum04082650698
ReturnHeader/Filer/USAddress/AddressLine1Txt04483 HEPPNER LANE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Linger Peterson Shrum & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0575 E Locust Ave Suite 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fresno
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0937202928
ReturnHeader/PreparerPersonGrp/PhoneNum05594388740
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Shrum CPA
ReturnHeader/ReturnTs02015-03-26T14:14:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$680,911
Liabilities
$0
Net assets
$680,911
Revenue
$164,002
Expenses
$95,355
Net income
$68,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.43$0.00$8.43$1.66$1.67$0.00
2019Summary only. Only limited summary data is available for this year.$8.43$0.00$1.66$1.67$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.22$0.00$8.22$1.64$1.29$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.86$0.00$7.86$1.58$1.12$0.46
2015Summary only. Only limited summary data is available for this year.$7.40$0.00$1.59$1.00$0.59
2014Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$1.64$0.95$0.69
2013Summary only. Only limited summary data is available for this year.$6.12$0.00$2.24$1.51$0.73
2012Summary only. Only limited summary data is available for this year.$5.40$0.00$2.31$1.52$0.79
2011Summary only. Only limited summary data is available for this year.$4.61$0.00$2.31$1.47$0.84