Civic Intelligence

The Steven L Hallgrimson Foundation Inc.

990PF • Fiscal year 2022 • EIN 77-0140464

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 31, 2022

Organization Profile
Ten Almaden Boulevard 11th FloorSan Jose, CA 95113-2233

(408) 286-5800

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

90th percentile

65%

Higher net margin than 90% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

26th percentile

-6.6%

Faster asset growth than 26% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-8.1%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,514,266

Down $248,226 (-6.6%) from 2021

Net Assets

Down

$3,514,266

Down $248,226 (-6.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin90th percentile

Revenue

Down

$691,858

Down $61,186 (-8.1%) from 2021

Expenses

Up

$242,983

Up $88,630 (+57%) from 2021

Net Income

Down

$448,875

Down $149,816 (-25%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $350,171Liabilities 2010: $0Net Assets 2010: $350,1712010Assets 2011: $363,335Liabilities 2011: $0Net Assets 2011: $363,3352011Assets 2012: $404,608Liabilities 2012: $0Net Assets 2012: $404,6082012Assets 2013: $536,721Liabilities 2013: $0Net Assets 2013: $536,7212013Assets 2014: $740,428Liabilities 2014: $0Net Assets 2014: $740,4282014Assets 2015: $853,315Liabilities 2015: $0Net Assets 2015: $853,3152015Assets 2016: $1,266,066Liabilities 2016: $0Net Assets 2016: $1,266,0662016Assets 2017: $1,799,792Liabilities 2017: $0Net Assets 2017: $1,799,7922017Assets 2018: $1,782,516Liabilities 2018: $0Net Assets 2018: $1,782,5162018Assets 2019: $2,475,364Liabilities 2019: $0Net Assets 2019: $2,475,3642019Assets 2020: $2,794,107Liabilities 2020: $0Net Assets 2020: $2,794,1072020Assets 2021: $3,762,492Liabilities 2021: $0Net Assets 2021: $3,762,4922021Assets 2022: $3,514,266Liabilities 2022: $0Net Assets 2022: $3,514,2662022Assets 2023: $4,583,294Liabilities 2023: $0Net Assets 2023: $4,583,2942023Assets 2024: $7,800,013Liabilities 2024: $0Net Assets 2024: $7,800,0132024

Highlighted filing

2022

Assets$3,514,266
Liabilities$0
Net Assets$3,514,266
Open 2022 Filing

Operations Trend

Revenue Growth34th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $11,3422010Expenses 2011: $10,9462011Expenses 2012: $29,6752012Revenue 2013: $93,241Expenses 2013: $47,133Net Income 2013: $46,1082013Revenue 2014: $219,876Expenses 2014: $45,544Net Income 2014: $174,3322014Revenue 2015: $219,033Expenses 2015: $65,632Net Income 2015: $153,4012015Revenue 2016: $377,498Expenses 2016: $70,886Net Income 2016: $306,6122016Revenue 2017: $421,942Expenses 2017: $100,683Net Income 2017: $321,2592017Revenue 2018: $237,890Expenses 2018: $58,699Net Income 2018: $179,1912018Revenue 2019: $344,431Expenses 2019: $128,140Net Income 2019: $216,2912019Revenue 2020: $232,282Expenses 2020: $86,909Net Income 2020: $145,3732020Revenue 2021: $753,044Expenses 2021: $154,353Net Income 2021: $598,6912021Revenue 2022: $691,858Expenses 2022: $242,983Net Income 2022: $448,8752022Revenue 2023: $589,313Expenses 2023: $162,897Net Income 2023: $426,4162023Revenue 2024: $3,526,116Expenses 2024: $331,700Net Income 2024: $3,194,4162024

Highlighted filing

2022

Revenue$691,858
Expenses$242,983
Net Income$448,875
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 31, 2022
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN L HALLGRIMSONPresident-$0--
ERIK L HALLGRIMSONSec/Treasurer-$0--
ROD LINERVice-President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSANTA CLARA UNIVERSITYEDUCATIONPUBLICSANTA CLARA, CA, US$48,500
Paid GrantUCSF FOUNDATIONMEDICALPUBLICSAN FRANCISCO, CA, US$30,000
Paid GrantCLAREMONT MCKENNA COLLEGESCHOLARSHIPPUBLICCLAREMONT, CA, US$20,000
Paid GrantSAN JOSE SPORTS HALL OF FAMEPUBLICPUBLICSAN JOSE, CA, US$12,500
Paid GrantCRISTO REY JESUIT HIGH SCHOOLEDUCATIONEDUCATIONPUBLICSAN JOSE, CA, US$10,000
Paid GrantCOMMUNITY HOSPITAL OF MONTEREY PENINSULAPUBLICMEDICALMONTEREY, CA, US$10,000
Paid GrantMONTAGE HEALTH FOUNDATIONMEDICALPUBLICMONTEREY, CA, US$10,000
Paid GrantSAN JOSE STATE UNIVERSITYEDUCATIONPUBLICSAN JOSE, CA, US$5,500
Paid GrantBELLERMINE COLLEGE PREPARATORYEDUCATIONPUBLICSAN JOSE, CA, US$5,000
Paid GrantICELANDIC ROOTSPUBLICPUBLICFARGO, ND, US$5,000
Paid GrantMIDORI-KAIPUBLICPUBLICPLEASANTON, CA, US$5,000
Paid GrantSANTA CLARA COUNTY LAW LIBRARYPUBLICPUBLICSAN JOSE, CA, US$5,000
Paid GrantFIRST TEE MONTEREYPUBLICPUBLICSALINAS, CA, US$5,000
Paid GrantLOAVES & FISHESPUBLICPUBLICSAN JOSE, CA, US$5,000
Paid GrantUC DAVIS ATHLETICSEDUCATIONPUBLICDAVIS, CA, US$5,000
Paid GrantTYLER SHAWSCHOLARSHIPN/AREDWOOD CITY, CA, US$3,000
Paid GrantHUNGER AT HOMEPUBLICPUBLICSAN JOSE, CA, US$2,500
Paid GrantNORDIC HERITAGE MUSEUMPUBLICPUBLICSEATTLE, WA, US$2,500
Paid GrantSAN FRANCISCO CAMPUS FOR JEWISH LIVINGMEDICALPUBLICSAN FRANCISCO, CA, US$2,500
Paid GrantSTROKE AWARENESS FOUNDATIONMEDICALMEDICALPUBLICCAMPBELL, CA, US$2,500
Paid GrantBOYS & GIRLS BLUB OF GREATER SAN DIEGOPUBLICPUBLICSAN DIEGO, CA, US$2,500
Paid GrantLAW FOUNDATION OF SILICON VALLEYPUBLICPUBLICSAN JOSE, CA, US$2,500
Paid GrantKONKO CHURCH OF LOS ANGELESPUBLICPUBLICLOS ANGELES, CA, US$2,000
Paid GrantBAY AREA RIDGE TRAIL COUNCILPUBLICPUBLICPUBLICSAN FRANCISCO, CA, US$1,000
Paid GrantCANYON HEIGHTS ACADEMYEDUCATIONPUBLICCAMPBELL, CA, US$1,000
Paid GrantERIKA ROHLFES SEQUOIA HIGH SCHOOLSCHOLARSHIPN/AREDWOOD CITY, CA, US$1,000
Paid GrantITALIAN AMERICAN HERITAGE FOUNDATIONPUBLICPUBLICSAN JOSE, CA, US$1,000
Paid GrantKQEDPUBLICPUBLICSAN FRANCISCO, CA, US$1,000
Paid GrantKUUMBWA JAZZ CENTERPUBLICPUBLICSANTA CRUZ, CA, US$1,000
Paid GrantNOELL BARAGANIER SEQUOIA HIGH SCHOOLSCHOLARSHIPN/ASAN CARLOS, CA, US$1,000
Paid GrantMONTEREY BAY AQUARIUMPUBLICPUBLICMONTEREY, CA, US$1,000
Paid GrantPOMONA COLLEGEEDUCATIONPUBLICCLAREMONT, CA, US$1,000
Paid GrantSVITLANA SHAPOVALOVAEDUCATIONN/AMENLO PARK, CA, US$1,000
Paid GrantSACRED HEART NATIVITY SCHOOLEDUCATIONPUBLICSAN JOSE, CA, US$1,000
Paid GrantSAVE THE BAYPUBLICPUBLICOAKLAND, CA, US$1,000
Paid GrantSCRIPPS COLLEGEEDUCATIONPUBLICCLAREMONT, CA, US$1,000
Paid GrantST CHRISTOPHER PARISH SCHOOLEDUCATIONPUBLICWEST COVINA, CA, US$1,000
Paid GrantUC BERKELEY FOUNDATIONEDUCATIONPUBLICBERKELEY, CA, US$1,000
Paid GrantJAPANESE AMERICAN CITIZENS LEAGUEPUBLICPUBLICMONTEREY, CA, US$1,000
Paid GrantLOGBERG HEIMSKRINGLAPUBLICPUBLICWINNIPEG, IC$1,000
Paid GrantMARTIN MAC CHEEVER MEMORIAL RESEARCH FUNDPUBLICPUBLICSEATTLE, WA, US$1,000
Paid GrantAVA LIUSCHOLARSHIPN/ASAN CARLOS, CA, US$1,000
Paid GrantBRYAN AYOOB SEQUOIA HIGH SCHOOLSCHOLARSHIPN/AREDWOOD CITY, CA, US$1,000
Paid GrantCATHERINE GREENBERG SEQUOIA HIGH SCHOOLSCHOLARSHIPN/AREDWOOD CITY, CA, US$1,000
Paid GrantEASTSIDE COLLEGE PREPARATORY SCHOOLEDUCATIONPUBLICPALO ALTO, CA, US$1,000
Paid GrantNOTRE DAME HIGH SCHOOLEDUCATIONPUBLICSAN JOSE, CA, US$1,000
Paid GrantGEORGE MARKS CHILDREN'S HOUSEMEDICALPUBLICSAN LEANDRO, CA, US$1,000
Paid GrantDE YOUNGLEGION OF HONORPUBLICPUBLICSAN FRANCISCO, CA, US$600
Paid GrantWESTERN FLYER FOUNDATIONPUBLICPUBLICMOSS LANDING, CA, US$500
Paid GrantWIKIMEDIA FOUNDATIONPUBLICPUBLICSAN FRANCISCO, CA, US$500
Paid GrantFAMILY GIVING TREEPUBLICPUBLICSAN JOSE, CA, US$500
Paid GrantKDFCPUBLICPUBLICLOS ANGELES, CA, US$300
Filing and Contact Details

Filer

Filer Name
Steven L Hallgrimson Foundation Inc
EIN
77-0140464
Phone
4082865800
Address
TEN ALMADEN BOULEVARD 11TH FLOOR, SAN JOSE, CA 95113-2233

Signing Officer

Name
Steven L Hallgrimson
Title
President
Phone
4082865800
Signed
2022-08-31
Discuss with paid preparer
Yes

Preparer

Firm
OFFEREINS JANDA ROE & MCCAHAN CPA'S
Address
987 UNIVERSITY AVENUE SUITE 6, LOS GATOS, CA 95032
Preparer
Leslie E Roe
Phone
4083542205
Raw XML AppendixShowing 400 of 1,044 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01700
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0571250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12897674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt212923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MORGAN STANLEY ACCOUNTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CHARLES SCHWAB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2TBI-SVIII PARTNERSHIP INTEREST
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-11-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162010-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182004-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-05-17
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt161439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1815530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt221782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt233587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2410646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt710724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt89140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt96735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1022812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-3051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-1214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-1018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt161439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1815530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt221782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt233587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2410646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt712636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt824390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt97749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1042265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1348251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1613268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1816600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt204165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt234058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2410646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AUTO DATA PROCESSING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GSK PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HUDSON PAC PPTYS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PHILLIPS 66
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SCOTTS MIRACLE GROW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7AUTO DATA PROCESSING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CHARLES SCHWAB CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10EQUINOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11HERITAGE COMMERCE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12HUDSON PAC PPTYS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MARSH & MCLENNAN COMPANIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SCOTTS MIRACLE GROW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SIX FLAGS ENTERTAINMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VERIZON COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CHARLES SCHWAB US REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18FAIR ISSAC INTL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19PHILLIPS 66 PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20PHILLIPS 66 PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21SCHWAB US SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22FAIR ISSAC INTL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23HOME DEPOT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82022-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92022-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112022-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122022-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132022-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142022-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152022-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162022-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172022-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182022-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192022-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202022-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212022-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232022-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt080281
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0448875
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0697101
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04211367
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03762492
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03514266
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0177221
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0177221
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0177221
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0179190
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01969
IRS990PF/DistributableAmountGrp/TotalTaxAmt01969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03024
IRS990PF/FMVAssetsEOYAmt03514266
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt077240
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0551
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0551
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03651806
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03481847
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03481847
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0144
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0288
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0144
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0144
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03762492
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03514266
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt033158
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt031724
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt031724
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03762492
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03514266
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03514266
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03762492
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03514266
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03762492
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03514266
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03638379
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt071336
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03554881
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt054576
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt012162
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0179190
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03583803
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03638379
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEVEN L HALLGRIMSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ERIK L HALLGRIMSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROD LINER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0TEN ALMADEN BLVD 11TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1TEN ALMADEN BLVD 11TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21926 EUCALYPTUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN CARLOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0951132233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1951132233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0236400
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0236400
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,514,266
Liabilities
$0
Net assets
$3,514,266
Revenue
$691,858
Expenses
$242,983
Net income
$448,875
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$3.53$0.33$3.19
2023Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.59$0.16$0.43
2022Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.69$0.24$0.45
2021Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.75$0.15$0.60
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.23$0.09$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.34$0.13$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.24$0.06$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.42$0.10$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.38$0.07$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.22$0.07$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.22$0.05$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.09$0.05$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.01