Civic Intelligence

The Peter & Edna Grilione Family Foundation

990PF • Fiscal year 2016 • EIN 73-1657589

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

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

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

66th percentile

6.2%

Faster asset growth than 66% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

-0.6%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$786,186

Up $46,006 (+6.2%) from 2015

Net Assets

$786,186

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin84th percentile

Revenue

Down

$158,102

Down $900 (-0.6%) from 2015

Expenses

Up

$112,096

Up $12,363 (+12%) from 2015

Net Income

Down

$46,006

Down $13,263 (-22%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2016

Assets$786,186
Liabilities$0
Net Assets$786,186
Open 2016 Filing

Operations Trend

Revenue Growth44th 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

2016

Revenue$158,102
Expenses$112,096
Net Income$46,006
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th 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
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Linger Peterson & Shrum
Address
575 E Locust Ave Suite 308, Fresno, CA 93720-2928
Preparer
Bret D Harrison CPA
Phone
5594388740
Raw XML Appendix255 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/ContriPaidDsbrsChrtblAmt037500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt037500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0158100
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt046006
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt072646
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt072646
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt037500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt072646
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0112096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0158102
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt072646
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt074596
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt046006
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0786186
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0740180
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0786186
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038171
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038171
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038171
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0786186
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08855
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04992
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04992
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0731325
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0781194
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0781194
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0740180
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0786186
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0786186
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0740180
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0786186
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0740180
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0786186
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0740180
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0786186
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0775040
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07142
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011626
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0767898
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038171
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0763414
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0775040
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/AdjNetVlNoncharitableAssetsAmt039742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt039742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt034050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt036736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt026978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt027644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt022650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0763414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0716987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0650525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0577922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0493506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0422316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt037500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.260291
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt037500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt037500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt037500
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 ($18,750) AND TO SEMPERVIRENS ($18,750)
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PATRICIA GRILIONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt118750
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/TotalGrantOrContriPdDurYrAmt037500
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/AppliedToCurrentYearAmt037500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0203
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0671
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04210
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02501
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06711
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07382
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/TotalContributionsAmt0158100
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0731325
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CASH VALUE OF LIFE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0781194
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0781194
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE PREMIUMS(NET OF INCR IN CSV)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt072566
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt072566
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt180
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA GRILIONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
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
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/PreparerPersonNm0Bret D Harrison CPA
ReturnHeader/ReturnTs02017-05-11T14:21:55-07:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$786,186
Liabilities
$0
Net assets
$786,186
Revenue
$158,102
Expenses
$112,096
Net income
$46,006
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
2016Detailed filing. Detailed filing data is available for this year.$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