Civic Intelligence

Frank Livermore Trust

990PF • Fiscal year 2020 • EIN 77-0057575

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 31, 2020

Organization Profile
PO Box 7854Menlo Park, CA 94026-7854

(650) 856-7515

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

16th percentile

-35%

Higher net margin than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

13th percentile

-6.9%

Faster asset growth than 13% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-8.4%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,463,567

Down $108,482 (-6.9%) from 2019

Net Assets

Down

$1,463,557

Down $107,565 (-6.8%) from 2019

Liabilities

Down

$10

Down $917 (-99%) from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin16th percentile

Revenue

Down

$79,177

Down $7,264 (-8.4%) from 2019

Expenses

Up

$106,605

Up $893 (+0.8%) from 2019

Net Income

Down

-$27,428

Down $8,157 (-42%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $754,552Liabilities 2012: $12012Assets 2013: $1,603,832Liabilities 2013: $0Net Assets 2013: $1,603,8322013Assets 2014: $1,675,138Liabilities 2014: $742Net Assets 2014: $1,674,3962014Assets 2015: $1,597,607Liabilities 2015: $151Net Assets 2015: $1,597,4562015Assets 2016: $1,643,556Liabilities 2016: $42Net Assets 2016: $1,643,5142016Assets 2017: $1,542,340Liabilities 2017: $7Net Assets 2017: $1,542,3332017Assets 2018: $1,546,379Liabilities 2018: $123Net Assets 2018: $1,546,2562018Assets 2019: $1,572,049Liabilities 2019: $927Net Assets 2019: $1,571,1222019Assets 2020: $1,463,567Liabilities 2020: $10Net Assets 2020: $1,463,5572020Assets 2021: $1,570,334Liabilities 2021: $210Net Assets 2021: $1,570,1242021Assets 2022: $1,546,227Liabilities 2022: $0Net Assets 2022: $1,546,2272022Assets 2023: $1,509,411Liabilities 2023: $0Net Assets 2023: $1,509,4112023Assets 2024: $1,524,898Liabilities 2024: $0Net Assets 2024: $1,524,8572024Assets 2025: $1,514,370Liabilities 2025: $96Net Assets 2025: $1,514,2742025

Highlighted filing

2020

Assets$1,463,567
Liabilities$10
Net Assets$1,463,557
Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $79,834Expenses 2012: $113,677Net Income 2012: -$33,8432012Expenses 2013: $115,1352013Revenue 2014: $67,732Expenses 2014: $124,051Net Income 2014: -$56,3192014Revenue 2015: $85,954Expenses 2015: $122,270Net Income 2015: -$36,3162015Revenue 2016: $80,227Expenses 2016: $121,589Net Income 2016: -$41,3622016Revenue 2017: $80,342Expenses 2017: $119,556Net Income 2017: -$39,2142017Revenue 2018: $80,920Expenses 2018: $117,386Net Income 2018: -$36,4662018Revenue 2019: $86,441Expenses 2019: $105,712Net Income 2019: -$19,2712019Revenue 2020: $79,177Expenses 2020: $106,605Net Income 2020: -$27,4282020Revenue 2021: $71,655Expenses 2021: $96,218Net Income 2021: -$24,5632021Revenue 2022: $77,155Expenses 2022: $87,281Net Income 2022: -$10,1262022Revenue 2023: $77,033Expenses 2023: $98,246Net Income 2023: -$21,2132023Revenue 2024: $74,110Expenses 2024: $102,785Net Income 2024: -$28,6752024Revenue 2025: $80,275Expenses 2025: $113,530Net Income 2025: -$33,2552025

Highlighted filing

2020

Revenue$79,177
Expenses$106,605
Net Income-$27,428
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 31, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES GILLISTreasurer-$0--
JAMES P TODDTrustee-$0--
SHELLY MONFORTTrustee-$0--
WILLIAM STARKTrustee-$0--
KEN KORMANAKTrustee-$0--
CARL MOERDYKETrustee-$0--
RYAN KELLYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Frank Livermore Trust
EIN
77-0057575
Phone
6508567515
Address
PO BOX 7854, MENLO PARK, CA 94026-7854

Signing Officer

Name
Charles Gillis
Title
Treasurer
Phone
6508567515
Signed
2020-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Dunham Associates Cpas
Address
1884 THE ALAMEDA, SAN JOSE, CA 95126
Preparer
Rick D Dunham CPA
Phone
4082609600
Raw XML Appendix395 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES GILLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES P TODD
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0101341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.587964
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0100549
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0101341
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0792
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0101341
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0943041329
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06508567515
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.MOAH.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MUSEUM OF AMERICAN HERITAGE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0BOY SCOUTS OF AMERICA - EAGLE SCOUT SCHOLARSHIPS (4 YEAR SCHOLARSHIPS OF 2000 TO 3,200 PER YEAR - 10 TO 14 AWARDS PER YEAR).
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt072168
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt026173
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72833
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82833
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt93000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ANDREW LU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1DANIEL FREES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ETHAN MARKOWITZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3JAIVEER SANDHU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4JOSEPH NG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5MATTHEW SCHMIDT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ZACHARY ENGLHARDT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7NOAM TADELIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8JAYDEN BHATEJA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9RYAN MEI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0855 WARREN WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1144 BROOKMILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2164 HEATHER LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3842 SOUTH HAMPTON DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4962 MORENO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51368 MARILYN DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64168 WALLIS CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7870 ARROYO CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt813015 LA CRESTA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt94245 RICKEYS WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ALTOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MOUNTAIN VIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8LOS ALTOS HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd794306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd894022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd994306
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029173
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/AppliedToCurrentYearAmt041169
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041169
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt054202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt065596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt063901
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0243871
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt060172
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt054202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt065596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt063901
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0101341
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt060172
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0243871
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0183699
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OVERPAID FEDERAL TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0940
OtherDecreasesSchedule/OtherDecreasesDetail/Amt080137
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES & MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3187
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0917
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt110
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1STATE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNTING
TaxesSchedule/TaxesDetail/Amt0792
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES GILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06508567515
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK LIVERMORE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0770057575
ReturnHeader/Filer/PhoneNum06508567515
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7854
ReturnHeader/Filer/USAddress/CityNm0MENLO PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940267854
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770445012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNHAM ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01884 THE ALAMEDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095126
ReturnHeader/PreparerPersonGrp/PhoneNum04082609600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICK D DUNHAM CPA
ReturnHeader/ReturnTs02020-08-19T13:00:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,463,567
Liabilities
$10
Net assets
$1,463,557
Revenue
$79,177
Expenses
$106,605
Net income
-$27,428
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.08$0.11$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.07$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.08$0.10$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.08$0.09$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.07$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.08$0.11$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.09$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.08$0.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.08$0.12$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08$0.12$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.67$0.07$0.12$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.12
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.08$0.11$0.03