Civic Intelligence

Bernard C & Serenea G Taylor Family Foundation Inc

990PF • Fiscal year 2015 • EIN 77-0572245

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profile
2613 6th Street Unit CSanta Monica, CA 90405

(310) 396-0361

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-2455%

Higher net margin than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

38th percentile

-3.6%

Faster asset growth than 38% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

234%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$160,394

Down $5,990 (-3.6%) from 2014

Net Assets

Down

$160,394

Down $5,990 (-3.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Up

$244

Up $171 (+234%) from 2014

Expenses

Down

$6,234

Down $11,114 (-64%) from 2014

Net Income

Up

-$5,990

Up $11,285 (+65%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$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

2015

Assets$160,394
Liabilities$0
Net Assets$160,394
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$244
Expenses$6,234
Net Income-$5,990
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Bernard C & Serenea G Taylor
EIN
77-0572245
Phone
3103960361
Address
2613 6TH STREET UNIT C, SANTA MONICA, CA 90405

Signing Officer

Name
Connie Taylor Lockhart
Title
CEO & CFO
Phone
3103960361
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Radakovich Shaw & Blythe Llp
Address
3220 S HIGUERA ST STE 201, SAN LUIS OBISPO, CA 93401
Preparer
Ashley a Woodring CPA
Phone
8055441557
Raw XML Appendix265 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/Amt03300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt150066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt149812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0HERITAGE OAKS BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FIDELITY GROWTH STRATEGIES FUND
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt06007
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt06007
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt06007
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0243
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0244
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0244
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0232
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0243
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5990
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt073
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0111
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0111
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0111
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0233
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0244
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0111
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5990
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0160394
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0166384
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0160394
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07928
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07928
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07928
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07930
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02
IRS990PF/DistributableAmountGrp/TotalTaxAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02
IRS990PF/FMVAssetsEOYAmt0158248
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02663
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07691
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt057757
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt055611
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt06007
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt06007
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt06007
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt06007
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0166384
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0160394
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0150023
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt096630
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt096630
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0166384
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0160394
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0158248
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0166384
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0160394
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0166384
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0160394
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0161006
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0109134
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt045865
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02415
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06007
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07930
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0158591
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0161006
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CONNIE TAYLOR LOCKHART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAYNIE K FOX RILEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO & CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02613 6TH STREET UNIT C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt141104 ROUND HILL COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHERRY VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192223
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt06681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt06682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt012360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.071396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.055587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.021612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.025076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.036974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0158591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0173118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0186195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0129560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0207652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0215016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.210645
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02750
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02750
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02750
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0CONNIE T LOCKHART
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02613 6TH STREET UNIT C
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA MONICA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090405
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03103960361
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT GLOBAL MEDICAL CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT MUSIC PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0INTERNATIONAL MEDICAL CORPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DIAMOND BAR HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012400 WILSHIRE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121400 PATHFINDER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DIAMOND BAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191765
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02750
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/AppliedToCurrentYearAmt02750
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03704
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01208
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05178
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05981
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03704
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01237
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02750
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05981
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011159
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt163
TaxesSchedule/TaxesDetail/Amt0111
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0111
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE TAYLOR LOCKHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03103960361
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD C & SERENEA G TAYLOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0770572245
ReturnHeader/Filer/PhoneNum03103960361
ReturnHeader/Filer/USAddress/AddressLine1Txt02613 6TH STREET UNIT C
ReturnHeader/Filer/USAddress/CityNm0SANTA MONICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270039022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RADAKOVICH SHAW & BLYTHE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03220 S HIGUERA ST STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055441557
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY A WOODRING CPA
ReturnHeader/ReturnTs02016-11-15T15:03:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,394
Liabilities
$0
Net assets
$160,394
Revenue
$244
Expenses
$6,234
Net income
-$5,990
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
2015Detailed filing. Detailed filing data is available for this year.$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