Civic Intelligence

Zteog Foundation

990PF • Fiscal year 2017 • EIN 81-0868725

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 18, 2018

Organization Profile
C/O Frankrimerman 1801 Page Mill RdPalo Alto, CA 94304

(650) 845-8100

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$32,600,842

Up $5,369,967 (+20%) from 2016

Net Assets

Up

$32,600,842

Up $5,369,967 (+20%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin94th percentile

Revenue

Down

$3,348,074

Down $4,083,655 (-55%) from 2016

Expenses

Down

$991,875

Down $99,927 (-9.2%) from 2016

Net Income

Down

$2,356,199

Down $3,983,728 (-63%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$150M$100M$50M$0Assets 2015: $19,505,473Liabilities 2015: $02015Assets 2016: $27,230,875Liabilities 2016: $0Net Assets 2016: $27,230,8752016Assets 2017: $32,600,842Liabilities 2017: $0Net Assets 2017: $32,600,8422017Assets 2018: $37,660,176Liabilities 2018: $0Net Assets 2018: $37,660,1762018Assets 2019: $41,827,811Liabilities 2019: $0Net Assets 2019: $41,827,8112019Assets 2020: $73,432,685Liabilities 2020: $0Net Assets 2020: $73,432,6852020Assets 2021: $96,548,196Liabilities 2021: $0Net Assets 2021: $96,548,1962021Assets 2022: $79,782,897Liabilities 2022: $0Net Assets 2022: $79,782,8972022Assets 2023: $103,987,834Liabilities 2023: $0Net Assets 2023: $103,987,8342023Assets 2024: $131,372,354Liabilities 2024: $0Net Assets 2024: $131,372,3542024

Highlighted filing

2017

Assets$32,600,842
Liabilities$0
Net Assets$32,600,842
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$30M$20M$10M$0-$10MRevenue 2015: $19,505,473Expenses 2015: $0Net Income 2015: $19,505,4732015Revenue 2016: $7,431,729Expenses 2016: $1,091,802Net Income 2016: $6,339,9272016Revenue 2017: $3,348,074Expenses 2017: $991,875Net Income 2017: $2,356,1992017Revenue 2018: $5,437,165Expenses 2018: $2,319,539Net Income 2018: $3,117,6262018Revenue 2019: $2,507,514Expenses 2019: $2,235,310Net Income 2019: $272,2042019Revenue 2020: $19,232,890Expenses 2020: $2,580,679Net Income 2020: $16,652,2112020Revenue 2021: $28,935,151Expenses 2021: $19,316,393Net Income 2021: $9,618,7582021Revenue 2022: $431,093Expenses 2022: $2,410,331Net Income 2022: -$1,979,2382022Revenue 2023: $18,954,108Expenses 2023: $2,061,952Net Income 2023: $16,892,1562023Revenue 2024: $28,287,330Expenses 2024: $7,995,283Net Income 2024: $20,292,0472024

Highlighted filing

2017

Revenue$3,348,074
Expenses$991,875
Net Income$2,356,199
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 18, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES J GOETZPresident, Chair Of The Bo-$0--
MELANIE M GOETZSecretary, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Zteog Foundation
EIN
81-0868725
Phone
6508458100
Address
C/O FRANKRIMERMAN 1801 PAGE MILL RD, PALO ALTO, CA 94304

Signing Officer

Name
James Goetz
Title
President
Phone
6508458100
Signed
2018-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Frank Rimerman & Co Llp
Address
1801 PAGE MILL ROAD, PALO ALTO, CA 94304
Preparer
Robert N Hoffman
Phone
6508458100
Raw XML Appendix382 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt029142548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SCHF USTE, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt029142548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010404
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt032019
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt015387
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt032577
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03235921
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0468585
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0491875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt017262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1171666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01445183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-171666
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-171666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2199940
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1199940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc010,000 SHS PALO ALTO NETWORKS, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FROM K-1: SCHF USTE, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM K-1: SCHF USTE, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01473457
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02356199
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03013768
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt032600842
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt027230875
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032600842
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01347464
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01347464
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01347464
IRS990PF/DistributableAmountGrp/IncomeTaxAmt015374
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01390511
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027673
IRS990PF/DistributableAmountGrp/TotalTaxAmt043047
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt031074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt058747
IRS990PF/FMVAssetsEOYAmt032600842
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0434538
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0600000
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt027230875
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt027230875
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt027172392
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0423506
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01390511
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027810212
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt028233718
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES J GOETZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MELANIE M GOETZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, CHAIR OF THE BO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O FRANKRIMERMANCO1801 PAGE MILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O FRANKRIMERMANCO1801 PAGE MILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1RD
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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/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FRANK RIMERMAN CO LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01801 PAGE MILL ROAD
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094304
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06508458100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES J GOETZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO HELP SUPPORT EDUCATION FOR STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STANFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STANFORD
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500000
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/AppliedToCurrentYearAmt0115
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0503385
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01347464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0503500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01347349
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0503385
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JAMES J GOETZ
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1JAMES J GOETZ
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O FRANK RIMERMAN CO 1801 PAGE MIL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094304
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194304
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01482700
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15250
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01482700
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc010,000 SHARES OF PALO ALTO NETWORKS, INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0600000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DISTRIBUTION RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PROCEEDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01471420
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11462445
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01471420
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11462445
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FROM K-1 - SCHF USTE, LP - INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0453198
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0453198
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1850
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01806196
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt17225
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM K-1: SCHF USTE, L.P.
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FROM K-1: SCHF USTE, L.P. - ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2UBTI INCOME EXCLUDED REPORTED ON 990-PF
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01806196
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt17225
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-89641
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01806196
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt17225
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt20
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03013768
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SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAMES J GOETZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0C/O FRANK RIMERMAN CO 1801 PAGE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt0MILL RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PALO ALTO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094304
TaxesSchedule/TaxesDetail/Amt011636
TaxesSchedule/TaxesDetail/Amt15554
TaxesSchedule/TaxesDetail/Amt215387
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt215387
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES GOETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06508458100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZTEOG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ZTEO
ReturnHeader/Filer/EIN0810868725
ReturnHeader/Filer/PhoneNum06508458100
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O FRANKRIMERMAN 1801 PAGE MILL RD
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094304
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId096BD04DD84A68DEC77757C134E484247D1D6E17F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AFC47B0F119BBB467D28E1EC2B9BEEB0A9F2D538
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.204.21.130
ReturnHeader/FilingSecurityInformation/IPDt02018-09-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:23:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941341042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK RIMERMAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 PAGE MILL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094304
ReturnHeader/PreparerPersonGrp/PhoneNum06508458100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT N HOFFMAN
ReturnHeader/ReturnTs02018-10-25T13:20:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,600,842
Liabilities
$0
Net assets
$32,600,842
Revenue
$3,348,074
Expenses
$991,875
Net income
$2,356,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$131$0.00$131$28.3$8.00$20.3
2023Detailed filing. Detailed filing data is available for this year.$104$0.00$104$19.0$2.06$16.9
2022Detailed filing. Detailed filing data is available for this year.$79.8$0.00$79.8$0.43$2.41$1.98
2021Detailed filing. Detailed filing data is available for this year.$96.5$0.00$96.5$28.9$19.3$9.62
2020Detailed filing. Detailed filing data is available for this year.$73.4$0.00$73.4$19.2$2.58$16.7
2019Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$2.51$2.24$0.27
2018Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$5.44$2.32$3.12
2017Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$3.35$0.99$2.36
2016Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$7.43$1.09$6.34
2015Summary only. Only limited summary data is available for this year.$19.5$0.00$19.5$0.00$19.5