Civic Intelligence

Summit Financial Foundation

990PF • Fiscal year 2021 • EIN 81-3943622

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

89%

Higher net margin than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

84th percentile

53%

Faster asset growth than 84% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

128%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$188,573

Up $65,594 (+53%) from 2020

Net Assets

Up

$188,573

Up $65,594 (+53%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

Up

$73,920

Up $41,432 (+128%) from 2020

Expenses

Down

$8,326

Down $9,894 (-54%) from 2020

Net Income

Up

$65,594

Up $51,326 (+360%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$300K$200K$100K$0Assets 2017: $69,586Liabilities 2017: $0Net Assets 2017: $69,5862017Assets 2018: $82,311Liabilities 2018: $0Net Assets 2018: $82,3112018Assets 2019: $108,711Liabilities 2019: $0Net Assets 2019: $108,7112019Assets 2020: $122,979Liabilities 2020: $0Net Assets 2020: $122,9792020Assets 2021: $188,573Liabilities 2021: $0Net Assets 2021: $188,5732021Assets 2022: $206,624Liabilities 2022: $0Net Assets 2022: $206,6242022Assets 2023: $196,611Liabilities 2023: $0Net Assets 2023: $196,6112023Assets 2024: $248,467Liabilities 2024: $0Net Assets 2024: $248,4672024

Highlighted filing

2021

Assets$188,573
Liabilities$0
Net Assets$188,573
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50KRevenue 2017: $34,611Expenses 2017: $5,027Net Income 2017: $29,5842017Revenue 2018: $25,466Expenses 2018: $12,741Net Income 2018: $12,7252018Revenue 2019: $36,582Expenses 2019: $10,182Net Income 2019: $26,4002019Revenue 2020: $32,488Expenses 2020: $18,220Net Income 2020: $14,2682020Revenue 2021: $73,920Expenses 2021: $8,326Net Income 2021: $65,5942021Revenue 2022: $40,152Expenses 2022: $22,101Net Income 2022: $18,0512022Revenue 2023: $14,614Expenses 2023: $24,627Net Income 2023: -$10,0132023Revenue 2024: $74,486Expenses 2024: $22,630Net Income 2024: $51,8562024

Highlighted filing

2021

Revenue$73,920
Expenses$8,326
Net Income$65,594
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nathan BennettDirector-$0--
Kim DamianiDirector-$0--
Teresa HookeyDir, Treas-$0--
Rachael KepkeDir, VP-$0--
Tami MiceliDir, Sec-$0--
Brendan NoonanDirector-$0--
Vanessa SavageDir, Pres-$0--
Steve WilcoxPres, Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOPEN HEART KITCHEN OF LIVERMORE INCORPORATEDGeneral & UnrestrictedPCLIVERMORE, CA, US$5,000
Paid GrantCULINARY ANGELSGeneral & UnrestrictedPCLIVERMORE, CA, US$1,000
Paid GrantSHELTER INCGeneral & UnrestrictedPCCONCORD, CA, US$1,000
Paid GrantSTEPPING STONES OF HOPECharitable EventPCPHOENIX, AZ, US$1,000
Filing and Contact Details

Filer

Filer Name
Summit Financial Foundation
EIN
81-3943622
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Steve Wilcox
Title
President
Phone
8008391754
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 439 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Rachael Kepke
CompensationExplanation/CompensationExplanationGrp/PersonNm1Tami Miceli
CompensationExplanation/CompensationExplanationGrp/PersonNm2Vanessa Savage
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0*REMOVED FROM FOUNDATION IN 2021
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1*REMOVED FROM FOUNDATION IN 2021
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2*REMOVED FROM FOUNDATION IN 2021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt725661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt94333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt104986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt128464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt133163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt148091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt155015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1613113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1714133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt186156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt193328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt206180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt216219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt233064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt245008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt09278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt724822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt87516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt95402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt118586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt128326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt132902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt147227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt155073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1613818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1715207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt186138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt193463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt206873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt218407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt233219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt244554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN FUNDS EUROPACIFIC GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DODGE & COX INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DODGE & COX STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DOUBLELINE TOTAL RETURN BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FIDELITY ADVISOR INTL GROWTH F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5FINANCIAL SELECT SECTOR SPDR F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6FRANKLIN CUSTODIAN FDS INC ADV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7FRANKLIN CUSTODIAN FDS INC DYN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8INVESCO OPPENHEIMER DEVELOPING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ISHARES COHEN & STEERS REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ISHARES CORE MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ISHARES S&P 500 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12LORD ABBETT BOND-DEBENTURE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13NORTHERN FUNDS SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14PRIMECAP ODYSSEY AGGRESSIVE GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PRINCIPAL INV FD, HIGH YIELD F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16SPDR S&P 500 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17T. ROWE PRICE BLUE CHIP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18T. ROWE PRICE SMALL-CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19VANGUARD HEALTH CARE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20VANGUARD INFORMATION TECHNOLOG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22VANGUARD SMALL-CAP GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23VANGUARD SMALL-CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24VICTORY TRIVALENT INTERNATIONA
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02268
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt031445
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt025
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt033738
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt033738
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt041316
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt040182
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02268
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02268
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt065594
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0118159
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt031445
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt043392
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0215
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0215
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08326
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt043609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt073920
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0217
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt076843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt041316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt041316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0118159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt041316
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt065594
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0188573
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0122979
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0188573
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07220
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07220
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07220
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07823
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0603
IRS990PF/DistributableAmountGrp/TotalTaxAmt0603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0700
IRS990PF/FMVAssetsEOYAmt0197301
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt092683
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0171681
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0180409
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0122979
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0188573
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt030296
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt016892
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt016892
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0122979
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0188573
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0197301
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0122979
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0188573
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0122979
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0188573
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0158838
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012459
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0146379
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02383
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07823
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0156455
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0158838
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Nathan Bennett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kim Damiani
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Teresa Hookey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Rachael Kepke
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Tami Miceli
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Brendan Noonan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Vanessa Savage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Steve Wilcox
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Dir, Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Dir, Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Pres, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd6198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd7198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt08025
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt08025
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Nathan Bennett
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable Event
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CULINARY ANGELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1OPEN HEART KITCHEN OF LIVERMORE INCORPORATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SHELTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3STEPPING STONES OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04435 FIRST ST 142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11141 CATALINA DR STE 137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21333 WILLOW PASS RD STE 206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34000 N 7TH ST STE 108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LIVERMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LIVERMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094551
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd385014
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
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/AppliedToCurrentYearAmt07220
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05323
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02834
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030495
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0805
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012464
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05323
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09069
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02834
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0805
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030495
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029690
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Bennett Nathan
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Wilcox Steve
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05598 Legendary CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt14012 Sugar Maple Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Pleasanton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Blackhawk
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094588
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194506
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020831
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt115951
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt020831
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt115951
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0FRANKLIN CUSTODIAN FDS INC DYNATECH FD FDYZX, 125 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1VANGUARD INFORMATION TECHNOLOGY ETF VGT, 37 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-08
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-10-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$188,573
Liabilities
$0
Net assets
$188,573
Revenue
$73,920
Expenses
$8,326
Net income
$65,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.74$0.23$0.52
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.15$0.25$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.40$0.22$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.74$0.08$0.66
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.32$0.18$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.37$0.10$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.25$0.13$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.35$0.05$0.30