Civic Intelligence

Burnand-Partridge Foundation H Scott Partridge Et Al Co-Trustees

990PF • Fiscal year 2017 • EIN 77-6203456

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 12, 2018

5699 Country Club DriveRohnert Park, CA 94928

(707) 586-3534

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

16th percentile

-12%

Higher net margin than 16% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

23rd percentile

$34,708

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

29th percentile

-0.6%

Faster asset growth than 29% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1012%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Down

$14,426,742

Down $85,402 (-0.6%) from 2016

Net Assets

Down

$14,426,742

Down $85,402 (-0.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$699,575

Up $636,636 (+1012%) from 2016

Expenses

Up

$784,977

Up $65,408 (+9.1%) from 2016

Net Income

Up

-$85,402

Up $571,228 (+87%) from 2016

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $18,026,644Liabilities 2010: $0Net Assets 2010: $18,026,6442010Assets 2011: $17,204,844Liabilities 2011: $12011Assets 2012: $16,693,444Liabilities 2012: $0Net Assets 2012: $16,693,4442012Assets 2013: $16,221,394Liabilities 2013: $0Net Assets 2013: $16,221,3942013Assets 2014: $15,924,257Liabilities 2014: $02014Assets 2015: $15,168,774Liabilities 2015: $0Net Assets 2015: $15,168,7742015Assets 2016: $14,512,144Liabilities 2016: $0Net Assets 2016: $14,512,1442016Assets 2017: $14,426,742Liabilities 2017: $0Net Assets 2017: $14,426,7422017Assets 2018: $14,533,125Liabilities 2018: $0Net Assets 2018: $14,533,1252018Assets 2019: $14,111,669Liabilities 2019: $0Net Assets 2019: $14,111,6692019Assets 2020: $14,658,845Liabilities 2020: $0Net Assets 2020: $14,658,8452020Assets 2021: $14,599,122Liabilities 2021: $0Net Assets 2021: $14,599,1222021Assets 2022: $14,294,784Liabilities 2022: $0Net Assets 2022: $14,294,7842022Assets 2023: $13,873,940Liabilities 2023: $0Net Assets 2023: $13,873,9402023Assets 2024: $13,582,926Liabilities 2024: $0Net Assets 2024: $13,582,9262024

Highlighted filing

2017

Assets$14,426,742
Liabilities$0
Net Assets$14,426,742

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,313,7772010Revenue 2011: $215,927Expenses 2011: $1,037,727Net Income 2011: -$821,8002011Expenses 2012: $717,5512012Revenue 2013: $247,968Expenses 2013: $720,018Net Income 2013: -$472,0502013Revenue 2014: $420,424Expenses 2014: $717,561Net Income 2014: -$297,1372014Revenue 2015: -$14,055Expenses 2015: $741,428Net Income 2015: -$755,4832015Revenue 2016: $62,939Expenses 2016: $719,569Net Income 2016: -$656,6302016Revenue 2017: $699,575Expenses 2017: $784,977Net Income 2017: -$85,4022017Revenue 2018: $843,916Expenses 2018: $737,533Net Income 2018: $106,3832018Revenue 2019: $368,424Expenses 2019: $789,880Net Income 2019: -$421,4562019Revenue 2020: $1,320,212Expenses 2020: $773,036Net Income 2020: $547,1762020Revenue 2021: $746,926Expenses 2021: $806,649Net Income 2021: -$59,7232021Revenue 2022: $398,265Expenses 2022: $702,603Net Income 2022: -$304,3382022Revenue 2023: $275,889Expenses 2023: $696,733Net Income 2023: -$420,8442023Revenue 2024: $585,068Expenses 2024: $876,082Net Income 2024: -$291,0142024

Highlighted filing

2017

Revenue$699,575
Expenses$784,977
Net Income-$85,402
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 12, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRY E KIMBALLTrusteePT$34,708-$34,708
CHARLES W PARTRIDGE JRTrusteePT$34,307-$34,307
CAROLYN B WELCHTrusteePT$34,189-$34,189
HERBERT S PARTRIDGETrusteePT$34,098-$34,098
CHARLES K PARTRIDGE SRTrusteePT$24,528-$24,528
Filing and Contact Details

Filer

Filer Name
Burnand-partridge Foundation
EIN
77-6203456
Phone
7075863534
Address
5699 COUNTRY CLUB DRIVE, ROHNERT PARK, CA 94928

Signing Officer

Name
H Scott Partridge
Title
Trustee
Phone
7075863534
Signed
2018-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
115 E MICHELTORENA ST 200, SANTA BARBARA, CA 93101
Preparer
William L Jackson
Phone
8059664157
Raw XML AppendixShowing 400 of 403 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/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012930990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt012864710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt013688670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt015354882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt015124151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt015453077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0674203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.207936
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0668315
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0674203
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05888
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0674203
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0123
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0REFUND OF PRIOR YEAR EXCSISE TAX
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0H SCOTT PARTRIDGE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05699 COUNTRY CLUB DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROHNERT PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094928
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07075863534
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4555000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL PROGRAMS FOR GIRLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PERFORMING ARTS AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PERFORMING ARTS AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PERFORMING ARTS AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GIRLS INCORPORATED OF GREATER SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MUSIC ACADEMY OF THE WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MUSIC CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3OJAI MUSIC FESTIVAL LTD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SCHOLARSHIP FOUNDATION OF SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0531 EAST ORTEGA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11070 FAIRWAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2135 NORTH GRAND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3201 SOUTH SIGNAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 3620
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OJAI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493130
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0565000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0640662
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0640662
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033541
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt033541
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0674203
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt033541
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033541
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMPUTER CONSULTANT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER ADVISORS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADR INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt012000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt114400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2502
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt114400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2501
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31609
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt128800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21003
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31609
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt023
OtherIncomeSchedule2/OtherIncomeDetail/Desc02014 EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt023
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0CA FRANCHISE TAX FORM 199
TaxesSchedule/TaxesDetail/CategoryTxt1CA SECRETARY OF STATE; RRF-1
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0H SCOTT PARTRIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07075863534
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURNAND-PARTRIDGE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0H SCOTT PARTRIDGE ET AL CO-TRUSTEES
ReturnHeader/Filer/BusinessNameControlTxt0BURN
ReturnHeader/Filer/EIN0776203456
ReturnHeader/Filer/PhoneNum07075863534
ReturnHeader/Filer/USAddress/AddressLine1Txt05699 COUNTRY CLUB DRIVE
ReturnHeader/Filer/USAddress/CityNm0ROHNERT PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094928
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F10DA8ED1B2C81FC65B5B7A555C5929BB962D3E4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0887D0383BB244127598610B5D9116CD0AF532DBB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.173.162.138
ReturnHeader/FilingSecurityInformation/IPDt02018-02-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:13:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952835976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACFARLANE FALETTI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 E MICHELTORENA ST 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059664157
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM L JACKSON
ReturnHeader/ReturnTs02018-05-14T14:32:59-05:00
ReturnHeader/ReturnTypeCd0990PF

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$0.59$0.88$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.00$13.9$0.28$0.70$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.00$14.3$0.40$0.70$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$0.75$0.81$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.00$14.7$1.32$0.77$0.55
2019Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.37$0.79$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.00$14.5$0.84$0.74$0.11
2017Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.70$0.78$0.09
2016Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.06$0.72$0.66
2015Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.01$0.74$0.76
2014Summary only. Only limited summary data is available for this year.$15.9$0.00$0.42$0.72$0.30
2013Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.25$0.72$0.47
2012Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.72
2011Summary only. Only limited summary data is available for this year.$17.2$0.00$0.22$1.04$0.82
2010Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$1.31