Civic Intelligence

The Grove Foundation

990PF • Fiscal year 2017 • EIN 77-0108124

Oct 01, 2016 to Sep 30, 2017 • Filed on May 21, 2018

Organization Profile

View Organization Page

PO Box 1667Los Altos, CA 94023-1667

(650) 523-1300

Siviq Scores

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

Liabilities / Assets

27th percentile

0.08x

Higher debt load relative to assets than 27% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

30th percentile

0.20x

Higher debt load relative to revenue than 30% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

26th percentile

$218,032

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2017 filings • $100M-$250M nonprofits • Source year 2017

Asset Growth

92nd percentile

29%

Faster asset growth than 92% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2015 to 2017

Revenue Growth

96th percentile

170%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$127,125,102

Up $50,152,242 (+65%) from 2015

Net Assets

$116,767,530

No earlier filing loaded for comparison.

Liabilities

Up

$10,357,572

Up $1,266,330 (+14%) from 2015

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin91st percentile

Revenue

Up

$51,067,034

Up $44,085,705 (+631%) from 2015

Expenses

Up

$27,163,933

Up $4,471,658 (+20%) from 2015

Net Income

Up

$23,903,101

Up $39,614,047 (+252%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$150M$100M$50M$0Assets 2011: $115,441,470Liabilities 2011: $386,8422011Assets 2012: $110,857,622Liabilities 2012: $476,700Net Assets 2012: $110,380,9222012Assets 2013: $103,476,061Liabilities 2013: $245,173Net Assets 2013: $103,230,8882013Assets 2014: $94,205,137Liabilities 2014: $7,611,5902014Assets 2015: $76,972,860Liabilities 2015: $9,091,2422015Assets 2017: $127,125,102Liabilities 2017: $10,357,572Net Assets 2017: $116,767,5302017Assets 2019: $118,107,635Liabilities 2019: $6,161,9392019Assets 2020: $125,098,501Liabilities 2020: $1,525,781Net Assets 2020: $123,572,7202020Assets 2021: $115,467,899Liabilities 2021: $511,024Net Assets 2021: $114,956,8752021Assets 2022: $94,289,175Liabilities 2022: $3,360,454Net Assets 2022: $90,928,7212022Assets 2023: $96,159,780Liabilities 2023: $1,805,894Net Assets 2023: $94,353,8862023Assets 2024: $102,947,116Liabilities 2024: $2,063,832Net Assets 2024: $100,883,2842024

Highlighted filing

2017

Assets$127,125,102
Liabilities$10,357,572
Net Assets$116,767,530
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $9,202,353Expenses 2011: $14,316,228Net Income 2011: -$5,113,8752011Expenses 2012: $13,318,9372012Expenses 2013: $13,654,5392013Revenue 2014: $10,364,318Expenses 2014: $23,101,545Net Income 2014: -$12,737,2272014Revenue 2015: $6,981,329Expenses 2015: $22,692,275Net Income 2015: -$15,710,9462015Revenue 2017: $51,067,034Expenses 2017: $27,163,933Net Income 2017: $23,903,1012017Revenue 2019: $23,531,764Expenses 2019: $16,574,166Net Income 2019: $6,957,5982019Revenue 2020: $30,060,749Expenses 2020: $20,300,970Net Income 2020: $9,759,7792020Revenue 2021: $9,889,917Expenses 2021: $19,229,870Net Income 2021: -$9,339,9532021Revenue 2022: $6,740,613Expenses 2022: $24,238,276Net Income 2022: -$17,497,6632022Revenue 2023: $19,332,228Expenses 2023: $16,891,091Net Income 2023: $2,441,1372023Revenue 2024: $25,866,315Expenses 2024: $20,154,559Net Income 2024: $5,711,7562024

Highlighted filing

2017

Revenue$51,067,034
Expenses$27,163,933
Net Income$23,903,101
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
May 21, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE DOROSINCo-Executive Director/CFOPT$170,400$47,632$218,032
KAREN GROVEBoard ChairPT$0--
EVA K GROVESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The Grove Foundation
EIN
77-0108124
Phone
6505231300
Address
PO BOX 1667, LOS ALTOS, CA 94023-1667

Signing Officer

Name
Leslie Dorosin
Title
CFO
Phone
6505231300
Signed
2018-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY ST STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Raw XML AppendixShowing 400 of 2,381 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/Amt036000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt032400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03600
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02008-04-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12009-10-23
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22010-01-13
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32010-02-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42010-02-08
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52010-02-08
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62010-02-08
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72010-02-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82010-02-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92010-07-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102010-08-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt112009-12-22
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt122010-03-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt132010-03-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt142010-02-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt152010-02-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt162010-02-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt172010-02-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt182010-02-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt192010-09-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt202009-12-22
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt212010-02-16
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt222011-06-07
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt232011-04-21
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt242011-07-13
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt252011-11-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt262011-11-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt272013-02-02
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt282013-06-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt292013-10-27
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt302013-12-16
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt312014-08-16
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt322014-08-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt332015-08-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt342015-08-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt352016-11-24
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt362016-11-24
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt372017-03-21
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt382017-03-21
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt392017-06-03
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt15SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt16SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt17SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt18SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt19SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt20SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt21SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt22SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt23SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt24SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt25SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt26SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt27SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt28SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt29SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt30SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt31SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt32SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt33SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt34SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt35SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt36SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt37SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt38SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt39SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt011224
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt11530
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt22743
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt33134
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt44156
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt51777
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt61777
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt74778
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt814553
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt93408
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt103415
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt112559
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1213622
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt133851
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt146875
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt153339
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt161447
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt172663
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt185313
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt192917
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2027940
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt21237153
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt222538
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt232083
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt242551
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt252473
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt262311
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt272066
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2818412
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt292491
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt302197
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt312255
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt322868
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt331599
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt341599
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt352606
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt362606
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt372196
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt382196
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt392245
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt30
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt40
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt50
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt60
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt70
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt80
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt90
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt100
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt110
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt120
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt130
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt140
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt150
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt160
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt170
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt180
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt190
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt200
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt210
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt220
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt230
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt240
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt250
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt260
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt270
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt280
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2969
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt30121
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt31688
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt32575
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt33533
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt34533
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt35724
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt36724
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt37366
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt38366
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt39250
DepreciationSchedule/DepreciationPropertyGrp/LifeRt03.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt13.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt23.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt33.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt43.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt53.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt63.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt73.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt83.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt93.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt103.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt115.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt125.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt135.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt145.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt155.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt165.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt175.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt185.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt195.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt205.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt215.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt223.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt233.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt243.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt253.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt263.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt273.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt283.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt293.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt303.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt313.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt325.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt333.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt343.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt353.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt363.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt373.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt383.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt393.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt60
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt70
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt80
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt90
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt100
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt110
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt120
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt130
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt140
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt150
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt160
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt170
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt180
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt190
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt200
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt210
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt220
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt230
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt240
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt250
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt260
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt270
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt280
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt290
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt300
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt310
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt320
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt330
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt340
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt350
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt360
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt370
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt380
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt390
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt011224
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11530
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22743
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt33134
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt44156
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt51777
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt61777
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt74778
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt814553
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt93408
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt103415
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt112559
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1213622
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt133851
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt146875
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt153339
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt161447
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt172663
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt185313
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt192917
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2027940
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt21237153
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt222538
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt232083
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt242551
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt252473
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt262311
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt272066
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt281842
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt292422
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt302076
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt311567
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt321183
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt33599
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt34599
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0COMPUTER AND SOFTWARE- SERVER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1HIGH DEFINITION CAMCORDER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2COMPUTER - LESLIE'S LAPTOP II
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3OUTSIDE SERVER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc465" LCD FOR BIG CONFERENCE RM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc546" LCD FOR CHAIRMAN'S RM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc646" LCD FOR KF HUDDLE RM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7SECURITY SYSTEM AND INSTALLATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8AUDIO, VIDEO SYSTEM - 4 POLYCOMS(1-4),
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9LAPTOP AND HARDWARE FOR JAIME
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10LAPTOP AND HARDWARE FOR REBEKAH
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11BIG CONFERENCE ROOM TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1219 THINK CHAIRS, 1 LEAP CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1312 FILE CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14CONFERENCE ROOM CHAIRS, 16 W/ARMS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15CONFERENCE ROOM CHAIRS, 8 W/O ARMS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16TABLES IN ANDY'S ROOM, 2
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17CREDENZA IN ANDY'S ROOM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18PEDESTALS, 15
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19PHOTO ARTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20TI - ARCHITECTURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21TI - CONSTRUCTION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22LAPTOP FOR LESLIE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23LAPTOP FOR OBJ TRADE SHOW
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24LAPTOP FOR KAMRAN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25LAPTOP FOR DAVID EQ-10038
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26LAPTOP FOR MARSHA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27LAPTOP FOR RICK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28DESK TOP COMPUTER FOR KEN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29LAPTOP FOR REBEKAH EQ-10043
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30LAPTOP FOR JOSE SANTOS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31LAPTOP FOR LESLIE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32SOFA AND SWIVEL CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33LAPTOP FOR LUVLEEN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34LAPTOP FOR DAVID EQ-10047
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35LAPTOP FOR REBEKAH EQ-10048
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36LAPTOP FOR JOSE EQ-10049
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37LAPTOP FOR DAVID EQ-10050
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38LAPTOP FOR LESLIE EQ-10051
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39LAPTOP FOR ALICIA EQ100-52
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-A, LINE 12
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION INCLUDED IN QUALIFYING DISTRIBUTION AN AMOUNT GIVEN TO A DONOR ADVISED FUND OVER WHICH THE FOUNDATION OR A DISQUALIFIED PERSON HAS ADVISORY PRIVILEGES. THE FOUNDATION ADVISED WITHIN THE SAME FISCAL YEAR THAT ANY AMOUNTS GIVEN TO DONOR ADVISED FUNDS ARE TO BE GIVEN TO 501(C)(3) PUBLIC CHARITIES TO ACCOMPLISH EXEMPT PURPOSES AS DESCRIBED IN SECTION 170(C)(2)(B).
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0104331479
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0104331479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt044310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1194328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt223111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41470544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5739492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6323535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7207547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81508722
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt91934382
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11488392
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12958686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1330644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14459103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CALCEF CLEAN ENERGY ANGEL FUND I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DRAPER FISHER JURVETSON FUND VII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FRANCISCO PARTNERS, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3LBA INDUSTRIAL FUND I, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LBA REALTY FUND II, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5LBA REALTY FUND III, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6LBA REALTY FUND IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7LBA REALTY FUND, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8LEGACY VENTURE V (QP), LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9LEGACY VENTURE VI (QP), LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10MEDGENESIS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11MONTAGE CAPITAL II, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12REGIS PARTNERS FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ROCKWOOD CAPITAL REAL ESTATE PARTNERS FUND VIII, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VENTURE LENDING AND LEASING VII, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt044310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1226763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt223111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41470544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5739492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6323535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7207547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt82615420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93269347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11610966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121224432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1389185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14488875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0250892
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02448017
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01221432
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt02597
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03922938
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03922938
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt032400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt036000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,125,102
Liabilities
$10,357,572
Net assets
$116,767,530
Revenue
$51,067,034
Expenses
$27,163,933
Net income
$23,903,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$103$2.06$101$25.9$20.2$5.71
2023Detailed filing. Detailed filing data is available for this year.$96.2$1.81$94.4$19.3$16.9$2.44
2022Detailed filing. Detailed filing data is available for this year.$94.3$3.36$90.9$6.74$24.2$17.5
2021Detailed filing. Detailed filing data is available for this year.$115$0.51$115$9.89$19.2$9.34
2020Detailed filing. Detailed filing data is available for this year.$125$1.53$124$30.1$20.3$9.76
2019Summary only. Only limited summary data is available for this year.$118$6.16$23.5$16.6$6.96
2017Detailed filing. Detailed filing data is available for this year.$127$10.4$117$51.1$27.2$23.9
2015Summary only. Only limited summary data is available for this year.$77.0$9.09$6.98$22.7$15.7
2014Summary only. Only limited summary data is available for this year.$94.2$7.61$10.4$23.1$12.7
2013Detailed filing. Detailed filing data is available for this year.$103$0.25$103$13.7
2012Detailed filing. Detailed filing data is available for this year.$111$0.48$110$13.3
2011Summary only. Only limited summary data is available for this year.$115$0.39$9.20$14.3$5.11