Civic Intelligence

Rossi Foundation

990PF • Fiscal year 2021 • EIN 77-0300896

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 04, 2022

Organization Profile
750 Pismo StreetSan Luis Obispo, CA 93401

(805) 543-4333

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

46th percentile

5.8%

Higher net margin than 46% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

5.6%

Faster asset growth than 53% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

504%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$71,534

Up $3,765 (+5.6%) from 2020

Net Assets

Up

$71,534

Up $3,765 (+5.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin46th percentile

Revenue

Up

$64,606

Up $53,906 (+504%) from 2020

Expenses

Up

$60,841

Up $40,206 (+195%) from 2020

Net Income

Up

$3,765

Up $13,700 (+138%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$300K$200K$100K$0Assets 2011: $191,221Liabilities 2011: $02011Assets 2012: $190,447Liabilities 2012: $02012Assets 2013: $196,532Liabilities 2013: $02013Assets 2014: $197,007Liabilities 2014: $02014Assets 2015: $200,341Liabilities 2015: $0Net Assets 2015: $200,3412015Assets 2016: $152,449Liabilities 2016: $500Net Assets 2016: $151,9492016Assets 2017: $95,406Liabilities 2017: $0Net Assets 2017: $95,4062017Assets 2018: $86,261Liabilities 2018: $0Net Assets 2018: $86,2612018Assets 2019: $77,704Liabilities 2019: $0Net Assets 2019: $77,7042019Assets 2020: $67,769Liabilities 2020: $0Net Assets 2020: $67,7692020Assets 2021: $71,534Liabilities 2021: $0Net Assets 2021: $71,5342021Assets 2022: $62,408Liabilities 2022: $0Net Assets 2022: $62,4082022Assets 2023: $54,625Liabilities 2023: $0Net Assets 2023: $54,6252023Assets 2024: $55,283Liabilities 2024: $0Net Assets 2024: $55,2832024

Highlighted filing

2021

Assets$71,534
Liabilities$0
Net Assets$71,534
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$200K$100K$0-$100KRevenue 2011: $2,887Expenses 2011: $15,708Net Income 2011: -$12,8212011Revenue 2012: $2,300Expenses 2012: $3,074Net Income 2012: -$7742012Revenue 2013: $14,527Expenses 2013: $8,442Net Income 2013: $6,0852013Revenue 2014: $21,088Expenses 2014: $20,613Net Income 2014: $4752014Revenue 2015: $34,764Expenses 2015: $31,430Net Income 2015: $3,3342015Revenue 2016: $22,671Expenses 2016: $71,063Net Income 2016: -$48,3922016Revenue 2017: $33,862Expenses 2017: $90,405Net Income 2017: -$56,5432017Revenue 2018: $134,859Expenses 2018: $144,004Net Income 2018: -$9,1452018Revenue 2019: $37,857Expenses 2019: $46,414Net Income 2019: -$8,5572019Revenue 2020: $10,700Expenses 2020: $20,635Net Income 2020: -$9,9352020Revenue 2021: $64,606Expenses 2021: $60,841Net Income 2021: $3,7652021Revenue 2022: $40,834Expenses 2022: $49,960Net Income 2022: -$9,1262022Revenue 2023: $6,404Expenses 2023: $14,187Net Income 2023: -$7,7832023Revenue 2024: $4,453Expenses 2024: $3,795Net Income 2024: $6582024

Highlighted filing

2021

Revenue$64,606
Expenses$60,841
Net Income$3,765
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 4, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN L ROSSICEO-$0--
Filing and Contact Details

Filer

Filer Name
Rossi Foundation
EIN
77-0300896
Phone
8055434333
Address
750 PISMO STREET, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Robin L Rossi
Title
CEO
Phone
8055434333
Signed
2022-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Curry & Associates Inc
Address
1321 OSOS STREET STE 110, SAN LUIS OBISPO, CA 93401
Preparer
Ashley a Woodring
Phone
8053295757
Raw XML Appendix298 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/Amt06300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01575
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt250100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt164097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCK - SAN LUIS TRUST BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1STOCK - PACIFIC PREMIER BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2STOCK - SIERRA BANCORP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02252
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt022962
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt025214
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt025214
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt022962
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt053500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt053500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt039392
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02252
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02252
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03765
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt042962
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt022962
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt023539
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt055075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt060841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025214
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt064606
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01675
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt020000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt022962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt022962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt042962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PACIFIC PREMIER BANK STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022962
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03765
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt071534
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt067769
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt071534
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04321
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04321
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04321
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04648
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0327
IRS990PF/DistributableAmountGrp/TotalTaxAmt0327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0476
IRS990PF/FMVAssetsEOYAmt085536
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-7075
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016690
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt016690
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt074844
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt054844
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt068846
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt067769
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt071534
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt067769
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt071534
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt085536
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt067769
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt071534
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt067769
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt071534
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt094372
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025972
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt068400
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01416
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04648
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt092956
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt094372
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBIN L ROSSI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0750 PISMO STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN LUIS OBISPO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093401
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt055075
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt055075
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt055075
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0750 PISMO STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN LUIS OBISPO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum08055434333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIED FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MR ROB ROSSI - ROSSI FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08055434333
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0750 PISMO STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd093401
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE - APPROVAL REQUIRED BY FOUNDATION MANAGER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBIN L ROSSI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT LOCAL COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PRESERVE VINTAGE AIRCRAFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT LOCAL COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT LOCAL COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT LOCAL COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5AMERICAN WILD HORSE SANCTUARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TRANSITIONS-MENTAL HEALTH ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN AERONAUTICAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AVILA BEACH COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CENTRAL COAST AQUARIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4KCBX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5RETURN TO FREEDOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0784 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14734 VIA LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2191 SAN MIGUEL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt350 SAN JUAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44100 VACHELL LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 926
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWBURY PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2AVILA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3AVILA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LOMPOC
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/ZIPCd093401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293424
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393424
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd593438
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053500
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/AppliedToCurrentYearAmt04321
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt039262
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt046390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt074805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt058377
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt058377
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0224752
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050754
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013541
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt039262
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt074805
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055075
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050754
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0283129
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0232375
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ABR ENTERPRISES LP
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0750 PISMO STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN LUIS OBISPO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd093401
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt031000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CALIFORNIA FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2931
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN L ROSSI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08055434333
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSSI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSS
ReturnHeader/Filer/EIN0770300896
ReturnHeader/Filer/PhoneNum08055434333
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 PISMO STREET
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832466922
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CURRY & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01321 OSOS STREET STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08053295757
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY A WOODRING
ReturnHeader/ReturnTs02022-10-06T11:56:32-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBIN L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSSI
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,534
Liabilities
$0
Net assets
$71,534
Revenue
$64,606
Expenses
$60,841
Net income
$3,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.04$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.06$0.14$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.41$0.50$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.65$0.61$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.11$0.21$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.38$0.46$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.35$1.44$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.34$0.90$0.57
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.01$1.52$0.23$0.71$0.48
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.35$0.31$0.03
2014Summary only. Only limited summary data is available for this year.$1.97$0.00$0.21$0.21$0.00
2013Summary only. Only limited summary data is available for this year.$1.97$0.00$0.15$0.08$0.06
2012Summary only. Only limited summary data is available for this year.$1.90$0.00$0.02$0.03$0.01
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.03$0.16$0.13