Wakerly Family Foundation

990PF • Fiscal year 2022 • EIN 77-0441943

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 19, 2022

Organization Profile

24581 Summerhill CtLos Altos, CA 94024-4715

(650) 968-9057

Siviq Scores

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

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

-40%

Higher net margin than 14% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

-4.5%

Faster asset growth than 32% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

29%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets24th percentile

Assets

Down

$5,925,155

Down $276,427 (-4.5%) from 2021

Net Assets

Down

$5,925,155

Down $276,427 (-4.5%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin14th percentile

Revenue

$179,612

Up $40,412 (+29%) from 2021

Expenses

$250,623

Up $7,582 (+3.1%) from 2021

Net Income

-$71,011

Up $32,830 (+32%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

Highlighted filing

2022

Assets$5,925,155

Liabilities$0

Net Assets$5,925,155

Open 2022 Filing

Operations Trend

Revenue Growth77th percentile

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

Highlighted filing

2022

Revenue$179,612

Expenses$250,623

Net Income-$71,011

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2021 to Jun 30, 2022
Signed: Sep 19, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOHN F WAKERLY	Pres Chair	-	$0	-	-
REGINA M RICH	Vice Pres Secy	-	$0	-	-
RALPH T WAKERLY	Treasurer	-	$0	-	-
MICHAEL J WAKERLY	Board Mem	-	$0	-	-
SUSANNE D ROBERTSON	Board Mem	-	$0	-	-
MARIE HOY	Board Mem	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	ABCD Inc	Breast cancer patient support	-	Milwaukee, WI, US	$50,000
Paid Grant	Marquette University	Engr Outreach fund	-	Milwaukee, WI, US	$30,000
Paid Grant	Bear Necessities	Pediatric cancer patient support	-	Chicago, IL, US	$25,000
Paid Grant	Br Rice HS	Scholarship program	-	Chicago, IL, US	$25,000
Paid Grant	Northern IL Food Bank	Food for needy	-	Geneva, IL, US	$22,000
Paid Grant	Cristo Rey Jesuit HS	Financial aid awards	-	Chicago, IL, US	$16,000
Paid Grant	Chicago Lights	Social Svcs Center	-	Chicago, IL, US	$15,000
Paid Grant	Humanitarian Service Project	Ongoing social programs	-	Carol Stream, IL, US	$10,000
Paid Grant	Ozaukee Family Services	Mental health svcs	-	Grafton, WI, US	$10,000
Paid Grant	Providence St Mel School	Atrisk students	-	Chicago, IL, US	$10,000
Paid Grant	Sustainable Living Fndtn	African relief	-	Los Altos, CA, US	$10,000
Paid Grant	PEARLS for Teen Girls	Mental Health	-	Milwaukee, WI, US	$10,000
Paid Grant	Neighborhood House	Intl Learning Program	-	Milwaukee, WI, US	$10,000
Paid Grant	Sacred Heart Med Ctr Fdtn	Courageous Kids pgm	-	Springfield, OR, US	$5,000

Filing and Contact Details

Filer

Filer Name: Wakerly Family Foundation
EIN: 77-0441943
In Care Of: % John F Wakerly
Phone: 6509689057
Address: 24581 Summerhill Ct, Los Altos, CA 94024-4715

Signing Officer

Name: John F Wakerly
Title: President
Phone: 6509689057
Signed: 2022-09-19

Raw XML AppendixShowing 400 of 416 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	JOHN F WAKERLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	REGINA M RICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	RALPH T WAKERLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	MICHAEL J WAKERLY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	5	MARIE HOY
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	c/o 24581 Summerhill Ct
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Los Altos
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	940244715
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	John F Wakerly
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6509689057
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	wakerly.org/WFF
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	See foundation website for details
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	See foundation website for details
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	See foundation website for details
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	JOHN F WAKERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	30000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	6	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	7	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	8	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	9	16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	10	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	11	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	12	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	13	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Ongoing social programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Engr Outreach fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Food for needy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Mental health svcs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	Atrisk students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	Social Svcs Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	6	African relief
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	7	Mental Health
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	8	Intl Learning Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	9	Financial aid awards
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	10	Breast cancer patient support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	11	Courageous Kids pgm
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	12	Pediatric cancer patient support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	13	Scholarship program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Humanitarian Service Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Marquette University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Northern IL Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	Ozaukee Family Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	Providence St Mel School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	Chicago Lights
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	6	Sustainable Living Fndtn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	7	PEARLS for Teen Girls
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	8	Neighborhood House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	9	Cristo Rey Jesuit HS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	10	ABCD Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	11	Sacred Heart Med Ctr Fdtn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	12	Bear Necessities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	13	Br Rice HS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	465 Randy Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO Box 1881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	273 Dearborn Court
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	885 Badger Cir
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	119 South Central Park Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	126 E Chestnut St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	156 Marvin Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	1805 N Martin Luther King Jr Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	2819 W Richardson Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	9	1852 West 22nd Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	10	5775 N Glen Park Rd Ste 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	11	123 International Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	12	55 W Wacker Drive Ste 1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	13	10001 S Pulaski Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Carol Stream
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Geneva
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Grafton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	Los Altos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	9	Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	10	Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	11	Springfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	12	Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	13	Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	9	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	10	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	11	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	12	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	13	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	60188
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	53233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	60134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	53024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	60624
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	60611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	94022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	53212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	53208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	9	60608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	10	53209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	11	97477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	12	60601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	13	60655
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	248000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	194689
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	300641
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	105952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	105952
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	105952
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	53311
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	53311
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	248000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	53311
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	53311
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	105952
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	JOHN WAKERLY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	24581 Summerhill Ct
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Los Altos
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	940244715
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	80000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	205416
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Decrease unrlzd cap gain
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MEIH13 from K1 line 13
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2600
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	MEIH13 from K1 line 11
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	12416
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	12416
TaxesSchedule/TaxesDetail/Amt	0	23
TaxesSchedule/TaxesDetail/CategoryTxt	0	Misc from records
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	1
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOHN F WAKERLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6509689057
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-09-19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $5,925,155
Liabilities: $0
Net assets: $5,925,155
Revenue: $179,612
Expenses: $250,623
Net income: -$71,011

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$7.04	$0.00	$7.04	$0.43	$0.32	$0.11
2024Detailed filing. Detailed filing data is available for this year.	$6.36	$0.00	$6.36	$0.47	$0.28	$0.18
2023Detailed filing. Detailed filing data is available for this year.	$5.88	$0.00	$5.88	$0.15	$0.26	$0.11
2022Detailed filing. Detailed filing data is available for this year.	$5.93	$0.00	$5.93	$0.18	$0.25	$0.07
2021Detailed filing. Detailed filing data is available for this year.	$6.20	$0.00	$6.20	$0.14	$0.24	$0.10
2020Summary only. Only limited summary data is available for this year.	$6.04	$0.00		$0.24	$0.24	$0.00
2016Summary only. Only limited summary data is available for this year.	$6.11	$0.00		$0.13	$0.32	$0.45
2015Summary only. Only limited summary data is available for this year.	$6.56	$0.00		$0.10	$0.17	$0.07
2014Summary only. Only limited summary data is available for this year.	$7.04	$0.00		$0.24	$0.32	$0.07
2013Summary only. Only limited summary data is available for this year.	$6.89	$0.00		$0.27	$0.19	$0.08
2012Summary only. Only limited summary data is available for this year.	$6.86	$0.00		$0.28	$0.27	$0.02