Civic Intelligence

Skees Family Foundation

990PF • Fiscal year 2023 • EIN 83-0411607

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 21, 2024

Organization Profile
127 University AveBerkeley, CA 94710

(510) 841-4123

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

11th percentile

-68%

Higher net margin than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

52nd percentile

$16,057

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

69th percentile

10.0%

Faster asset growth than 69% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-31%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets35th percentile

Assets

Flat

$2,319,884

Flat from 2023

Net Assets

$2,318,603

No earlier filing loaded for comparison.

Liabilities

Flat

$1,281

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin11th percentile

Revenue

Flat

$70,111

Flat from 2023

Expenses

Flat

$117,692

Flat from 2023

Net Income

Flat

-$47,581

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,531,604Liabilities 2011: $102011Assets 2012: $2,470,701Liabilities 2012: $0Net Assets 2012: $2,470,7012012Assets 2013: $2,458,137Liabilities 2013: $0Net Assets 2013: $2,458,1372013Assets 2014: $2,416,275Liabilities 2014: $0Net Assets 2014: $2,416,2752014Assets 2015: $2,328,378Liabilities 2015: $0Net Assets 2015: $2,328,3782015Assets 2016: $2,118,607Liabilities 2016: $0Net Assets 2016: $2,118,6072016Assets 2017: $2,171,150Liabilities 2017: $0Net Assets 2017: $2,171,1502017Assets 2018: $2,190,169Liabilities 2018: $0Net Assets 2018: $2,190,1692018Assets 2019: $2,186,133Liabilities 2019: $0Net Assets 2019: $2,186,1332019Assets 2020: $2,100,066Liabilities 2020: $0Net Assets 2020: $2,100,0662020Assets 2021: $2,223,499Liabilities 2021: $0Net Assets 2021: $2,223,4992021Assets 2022: $2,109,317Liabilities 2022: $3,750Net Assets 2022: $2,105,5672022Assets 2023: $2,319,884Liabilities 2023: $1,281Net Assets 2023: $2,318,6032023Assets 2023: $2,319,884Liabilities 2023: $1,2812023Assets 2024: $2,398,717Liabilities 2024: $1,403Net Assets 2024: $2,397,3142024

Highlighted filing

2023

Assets$2,319,884
Liabilities$1,281
Net Assets$2,318,603
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $112,504Expenses 2011: $175,697Net Income 2011: -$63,1932011Expenses 2012: $183,2552012Revenue 2013: $120,306Expenses 2013: $132,870Net Income 2013: -$12,5642013Revenue 2014: $179,482Expenses 2014: $221,344Net Income 2014: -$41,8622014Revenue 2015: $161,374Expenses 2015: $249,271Net Income 2015: -$87,8972015Revenue 2016: $4,372Expenses 2016: $214,143Net Income 2016: -$209,7712016Revenue 2017: $205,878Expenses 2017: $153,335Net Income 2017: $52,5432017Revenue 2018: $158,816Expenses 2018: $144,797Net Income 2018: $14,0192018Revenue 2019: $184,568Expenses 2019: $188,604Net Income 2019: -$4,0362019Revenue 2020: $98,913Expenses 2020: $184,980Net Income 2020: -$86,0672020Revenue 2021: $278,617Expenses 2021: $155,184Net Income 2021: $123,4332021Revenue 2022: $101,024Expenses 2022: $170,444Net Income 2022: -$69,4202022Revenue 2023: $70,111Expenses 2023: $117,692Net Income 2023: -$47,5812023Revenue 2023: $70,111Expenses 2023: $117,692Net Income 2023: -$47,5812023Revenue 2024: $162,599Expenses 2024: $150,502Net Income 2024: $12,0972024

Highlighted filing

2023

Revenue$70,111
Expenses$117,692
Net Income-$47,581
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 21, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sally Skees-HellyPres/DirectorPT$16,057-$16,057
Vincent OviedoCFO/Director-$0--
Suman Bhat-KincaidDirector-$0--
Cecilia FoxworthyDirector-$0--
Alex PanDirector-$0--
Eleonore van TulderDirector-$0--
Filing and Contact Details

Filer

Filer Name
Skees Family Foundation
EIN
83-0411607
Phone
5108414123
Address
127 University Ave, Berkeley, CA 94710

Signing Officer

Name
Sally Skees-Helly
Title
Pres/Director
Signed
2024-10-21
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Erik Satow
Phone
4159830200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Abbott Laboratories, 67 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Cubesmart, 174 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Nike Inc, 57 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Norfolk Southern Corp, 27 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Nvidia Corp, 29 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Otis Worldwide Corporation, 133 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Progessive Corp-Ohio, 83 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Qualcomm Inc, 52 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34SBA Communications Corp New, 24 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Sensata Technologies, 136 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Tapestry Inc, 139 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Thermo Fisher Scientific Inc, 25 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38UnitedHealth Group Inc, 27 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Vertex Pharmaceuticals Inc, 23 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40W W Grainger Inc, 11Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Walmart Inc, 108 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Wilils Towers Watson Public, 31 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Zebra Technologies Corp-CL A, 11 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44AB Cap FD Inc GLbl Core Eqi, 11,389 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46AB Sustainable International, 12,594 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47AB Global Real Estate, 10,235 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Accrued Income
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Accenture, 31 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Alphabet Inc, 249 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Bristol Myers Squibb, 124 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Builders Firstsource, 48 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Dycom Industries, 47 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Eaton Corp, 52 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HCA Healthcare, 26 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Laboratory Corp, 21 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57LAM Research, 8 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Robert Half Inc, 56 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59T Mobile, 43 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60TJX Companies, 32 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Waste Management Inc, 66 Sh
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt070111
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt066916
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014996
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt082692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0446215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt023875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt023875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0470090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023875
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt023875
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-47581
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0260617
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02318603
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02105567
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02318603
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0106620
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0106620
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0106620
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0107386
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0766
IRS990PF/DistributableAmountGrp/TotalTaxAmt0766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03420
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03420
IRS990PF/FMVAssetsEOYAmt02319884
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03750
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01281
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0448
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09908
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt092772
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt092772
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0308770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0308770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01690158
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01532065
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01532065
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02105567
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02318603
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt023150
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt023150
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt023150
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03420
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03420
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt045687
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015356
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015356
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02109317
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02319884
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02319884
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01281
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02109317
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02319884
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02105567
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02318603
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0339966
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0344351
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0344351
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02180433
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt060553
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02119880
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032706
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0107386
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02147727
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02180433
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt416057
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Vincent Oviedo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Suman Bhat-Kincaid
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Cecilia Foxworthy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Alex Pan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Sally Skees-Helly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Eleonore van Tulder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CFO/Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Pres/Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0127 University Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1127 University Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2127 University Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3127 University Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4127 University Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5127 University Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594710
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0101916
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0101916
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
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/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/AddressLine1Txt0127 University Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Berkeley
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094710

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,319,884
Liabilities
$1,281
Net assets
$2,318,603
Revenue
$70,111
Expenses
$117,692
Net income
-$47,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.16$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.07$0.12$0.05
2023Summary only. Only limited summary data is available for this year.$2.32$0.00$0.07$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.10$0.17$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.28$0.16$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.10$0.18$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.18$0.19$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.16$0.14$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.21$0.15$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.00$0.21$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.16$0.25$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.18$0.22$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.12$0.13$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.18
2011Summary only. Only limited summary data is available for this year.$2.53$0.00$0.11$0.18$0.06