Civic Intelligence

Bernard C & Serenea G Taylor

EIN 77-0572245 • San Mateo, CA

3525 Casanova DriveSan Mateo, CA 94403
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

15th percentile

-55%

Higher net margin than 15% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-10%

Faster asset growth than 39% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$103,782

Down $11,697 (-10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$103,782

Down $11,697 (-10%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin15th percentile

Revenue

Up

$21,091

Up $28,534 (+383%) from 2023

Expenses

Up

$32,788

Up $25,082 (+325%) from 2023

Net Income

Up

-$11,697

Up $3,452 (+23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $222,381Liabilities 2010: $27,0002010Assets 2011: $212,073Liabilities 2011: $02011Assets 2012: $199,119Liabilities 2012: $02012Assets 2013: $183,659Liabilities 2013: $02013Assets 2014: $166,384Liabilities 2014: $0Net Assets 2014: $166,3842014Assets 2015: $160,394Liabilities 2015: $0Net Assets 2015: $160,3942015Assets 2016: $150,278Liabilities 2016: $0Net Assets 2016: $150,2782016Assets 2017: $139,902Liabilities 2017: $0Net Assets 2017: $139,9022017Assets 2018: $127,149Liabilities 2018: $0Net Assets 2018: $127,1492018Assets 2019: $123,703Liabilities 2019: $0Net Assets 2019: $123,7032019Assets 2020: $118,876Liabilities 2020: $0Net Assets 2020: $118,8762020Assets 2021: $130,693Liabilities 2021: $0Net Assets 2021: $130,6932021Assets 2022: $130,628Liabilities 2022: $0Net Assets 2022: $130,6282022Assets 2023: $115,479Liabilities 2023: $0Net Assets 2023: $115,4792023Assets 2024: $103,782Liabilities 2024: $0Net Assets 2024: $103,7822024

Highlighted filing

2024

Assets$103,782
Liabilities$0
Net Assets$103,782
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $128,833Expenses 2010: $8,601Net Income 2010: $120,2322010Revenue 2011: $27,691Expenses 2011: $10,999Net Income 2011: $16,6922011Revenue 2012: $2Expenses 2012: $12,956Net Income 2012: -$12,9542012Revenue 2013: $13Expenses 2013: $15,473Net Income 2013: -$15,4602013Revenue 2014: $73Expenses 2014: $17,348Net Income 2014: -$17,2752014Revenue 2015: $244Expenses 2015: $6,234Net Income 2015: -$5,9902015Revenue 2016: $510Expenses 2016: $10,626Net Income 2016: -$10,1162016Revenue 2017: $725Expenses 2017: $11,101Net Income 2017: -$10,3762017Revenue 2018: $1,477Expenses 2018: $14,230Net Income 2018: -$12,7532018Revenue 2019: $6,119Expenses 2019: $9,565Net Income 2019: -$3,4462019Revenue 2020: $6,787Expenses 2020: $11,614Net Income 2020: -$4,8272020Revenue 2021: $18,812Expenses 2021: $6,995Net Income 2021: $11,8172021Revenue 2022: $435Expenses 2022: $500Net Income 2022: -$652022Revenue 2023: -$7,443Expenses 2023: $7,706Net Income 2023: -$15,1492023Revenue 2024: $21,091Expenses 2024: $32,788Net Income 2024: -$11,6972024

Highlighted filing

2024

Revenue$21,091
Expenses$32,788
Net Income-$11,697
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$103,782
Liabilities
$0
Net assets
$103,782
Revenue
$21,091
Expenses
$32,788
Net income
-$11,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.21$0.33$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.07$0.08$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.00$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.19$0.07$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.07$0.12$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.06$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.01$0.14$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.01$0.11$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.01$0.11$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.00$0.06$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.00$0.17$0.17
2013Summary only. Only limited summary data is available for this year.$1.84$0.00$0.00$0.15$0.15
2012Summary only. Only limited summary data is available for this year.$1.99$0.00$0.00$0.13$0.13
2011Summary only. Only limited summary data is available for this year.$2.12$0.00$0.28$0.11$0.17
2010Summary only. Only limited summary data is available for this year.$2.22$0.27$1.29$0.09$1.20
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONNIE TAYLOR LOCKHARTCEO & CFO-$0--
Filing and Contact Details

Filer

Filer Name
Bernard C & Serenea G Taylor
EIN
77-0572245
Phone
4156374717
Address
3525 CASANOVA DRIVE, SAN MATEO, CA 94403

Signing Officer

Name
Connie Taylor Lockhart
Title
CEO & CFO
Phone
4156374717
Signed
2023-11-15
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 Appendix198 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt010812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BEYOND MEAT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2PACIFIC PREMIER BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt097356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIDELITY GROWTH STRATEGIES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0109628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0435
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0435
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-65
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-65
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0130628
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0130693
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0130628
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07109
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07109
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07109
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07115
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06
IRS990PF/DistributableAmountGrp/TotalTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06
IRS990PF/FMVAssetsEOYAmt0137012
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt025176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt025176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019288
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt097356
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt097356
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0109628
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0130693
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0130628
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08161
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08096
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08096
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0130693
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0130628
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0137012
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0130693
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0130628
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0130693
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0130628
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0144476
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07996
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0136480
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02167
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07115
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0142309
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0144476
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/PersonNm0CONNIE TAYLOR LOCKHART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO & CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02613 6TH STREET UNIT C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090405
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0500
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0500
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/AddressLine1Txt03525 CASANOVA DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN MATEO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094403
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum04156374717
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DOCTORS WITHOUT BORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 5030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HAGERSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021741
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500
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/AppliedToCurrentYearAmt0500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01053
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02460
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02460
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04149
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE TAYLOR LOCKHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04156374717
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD C & SERENEA G TAYLOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0770572245
ReturnHeader/Filer/PhoneNum04156374717
ReturnHeader/Filer/USAddress/AddressLine1Txt03525 CASANOVA DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN MATEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094403
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY A WOODRING
ReturnHeader/ReturnTs02023-11-15T12:40:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CONNIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOCKHART
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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