Civic Intelligence

Terry Family Foundation

990PF • Fiscal year 2016 • EIN 77-0526121

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 17, 2017

Organization Profile
10 Quail Canyon LaneCarmel Valley, CA 93924

(831) 659-3221

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.43x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

56th percentile

2.3%

Faster asset growth than 56% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$1,581,267

Up $35,000 (+2.3%) from 2015

Net Assets

Up

$1,546,267

Up $35,000 (+2.3%) from 2015

Liabilities

Flat

$35,000

Flat from 2015

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin89th percentile

Revenue

Down

$81,344

Down $508,931 (-86%) from 2015

Expenses

Down

$43,889

Down $2,002 (-4.4%) from 2015

Net Income

Down

$37,455

Down $506,929 (-93%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,183,026Liabilities 2010: $0Net Assets 2010: $1,183,0262010Assets 2011: $1,145,759Liabilities 2011: $0Net Assets 2011: $1,145,7592011Assets 2012: $1,108,683Liabilities 2012: $02012Assets 2013: $1,037,052Liabilities 2013: $35,000Net Assets 2013: $1,002,0522013Assets 2014: $1,001,883Liabilities 2014: $35,000Net Assets 2014: $966,8832014Assets 2015: $1,546,267Liabilities 2015: $35,000Net Assets 2015: $1,511,2672015Assets 2016: $1,581,267Liabilities 2016: $35,000Net Assets 2016: $1,546,2672016Assets 2017: $1,499,513Liabilities 2017: $35,000Net Assets 2017: $1,464,5132017Assets 2019: $972,151Liabilities 2019: $02019Assets 2020: $1,544,519Liabilities 2020: $1Net Assets 2020: $1,544,5192020Assets 2021: $1,466,290Liabilities 2021: $1Net Assets 2021: $1,466,2902021Assets 2022: $1,516,088Liabilities 2022: $1Net Assets 2022: $1,516,0862022Assets 2023: $30,420Liabilities 2023: $0Net Assets 2023: $30,4202023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$1,581,267
Liabilities$35,000
Net Assets$1,546,267
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $41,4282010Expenses 2011: $42,6572011Revenue 2012: $71,216Expenses 2012: $35,956Net Income 2012: $35,2602012Revenue 2013: -$24,688Expenses 2013: $39,739Net Income 2013: -$64,4272013Revenue 2014: $7,712Expenses 2014: $45,330Net Income 2014: -$37,6182014Revenue 2015: $590,275Expenses 2015: $45,891Net Income 2015: $544,3842015Revenue 2016: $81,344Expenses 2016: $43,889Net Income 2016: $37,4552016Revenue 2017: -$7,321Expenses 2017: $74,433Net Income 2017: -$81,7542017Revenue 2019: $303,555Expenses 2019: $80,585Net Income 2019: $222,9702019Revenue 2020: $48,892Expenses 2020: $113,267Net Income 2020: -$64,3752020Revenue 2021: $110,565Expenses 2021: $188,794Net Income 2021: -$78,2292021Revenue 2022: $200,436Expenses 2022: $159,888Net Income 2022: $40,5482022Revenue 2023: $49,185Expenses 2023: $1,767,469Net Income 2023: -$1,718,2842023Revenue 2024: $2,953Expenses 2024: $33,363Net Income 2024: -$30,4102024

Highlighted filing

2016

Revenue$81,344
Expenses$43,889
Net Income$37,455
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 17, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS C TERRYPresident-$0--
EDNA K TERRYCFO-$0--
MICHAEL P TERRYVice President-$0--
JULIE L TERRYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Terry Family Foundation
EIN
77-0526121
Phone
8316593221
Address
10 QUAIL CANYON LANE, CARMEL VALLEY, CA 93924

Signing Officer

Name
Edna K Terry
Title
Chief Financial Off.
Signed
2017-08-17
Discuss with paid preparer
Yes

Preparer

Firm
The Income Tax Man
Address
420 31st Street Ste A-2, Newport Beach, CA 92663
Preparer
Bonnie D Harris CPA
Phone
9497234240
Raw XML AppendixShowing 400 of 454 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PERCEPTIVE LIFE SCIENCES FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14PERCEPTIVE LIFE SCIENCES FUND
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt081208
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt033999
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt037455
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02455
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01548722
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01511267
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01546267
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0776
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0776
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0776
IRS990PF/DistributableAmountGrp/TotalTaxAmt0776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0799
IRS990PF/FMVAssetsEOYAmt01575444
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt061289
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt061289
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0938445
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0922417
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0916594
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0592964
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0658850
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0658850
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt035000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt035000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01449978
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01484978
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt014858
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01546267
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01581267
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01575444
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt035000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt035000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01546267
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01581267
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01511267
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01546267
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DENNIS C TERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDNA K TERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL P TERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JULIE L TERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 QUAIL CANYON LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110 QUAIL CANYON LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210 QUAIL CANYON LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt310 QUAIL CANYON LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CARMEL VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CARMEL VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CARMEL VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CARMEL VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd393924
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt034203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt035000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt034985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt034295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt034987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.016070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.08035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0435435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt035000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.080350
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt034224
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt035000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0776
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt035000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0SUPPORT THE FUNDING OF CHARITABLE CONTRIBUTIONS
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 QUAIL CANYON LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARMEL VALLEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093924
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0EDNA K TERRY CHIEF FIN OFF
IRS990PF/StatementsRegardingActyGrp/PhoneNum08316593221
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DENNIS C TERRY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1EDNA K TERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MONTEREY BAY AQUARIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1HOAG HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0886 CANNERY ROW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ONE HOAG DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192658
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013241
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013241
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0175000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0188241
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0153241
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0816
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11114
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2525
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1MISCELLANEOUS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2NONDIVIDEND DISTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-4739

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,581,267
Liabilities
$35,000
Net assets
$1,546,267
Revenue
$81,344
Expenses
$43,889
Net income
$37,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.05$1.77$1.72
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.20$0.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.19$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.05$0.11$0.06
2019Summary only. Only limited summary data is available for this year.$0.97$0.00$0.30$0.08$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.04$1.46$0.01$0.07$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.04$1.55$0.08$0.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.04$1.51$0.59$0.05$0.54
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.04$0.97$0.01$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.04$1.00$0.02$0.04$0.06
2012Summary only. Only limited summary data is available for this year.$1.11$0.00$0.07$0.04$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.04