Civic Intelligence

Td&Ab Foundation

990PF • Fiscal year 2024 • EIN 83-2768216

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 09, 2025

Organization Profile
1720 Stanford CourtMenlo Park, CA 94025

(650) 714-8497

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

87th percentile

30%

Faster asset growth than 87% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$2,935,233

Up $672,829 (+30%) from 2023

Net Assets

Up

$2,935,233

Up $672,829 (+30%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin97th percentile

Revenue

Up

$1,188,925

Up $1,379,902 (+723%) from 2023

Expenses

Up

$112,479

Up $6,269 (+5.9%) from 2023

Net Income

Up

$1,076,446

Up $1,373,633 (+462%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $1,274,542Liabilities 2019: $1Net Assets 2019: $1,274,5422019Assets 2020: $1,911,178Liabilities 2020: $1Net Assets 2020: $1,911,1782020Assets 2021: $2,234,104Liabilities 2021: $1Net Assets 2021: $2,234,1042021Assets 2022: $1,607,474Liabilities 2022: $1Net Assets 2022: $1,607,4742022Assets 2023: $2,262,404Liabilities 2023: $1Net Assets 2023: $2,262,4042023Assets 2024: $2,935,233Liabilities 2024: $0Net Assets 2024: $2,935,2332024

Highlighted filing

2024

Assets$2,935,233
Liabilities$0
Net Assets$2,935,233
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $685,095Expenses 2019: $80,629Net Income 2019: $604,4662019Revenue 2020: $1,440,344Expenses 2020: $15,691Net Income 2020: $1,424,6532020Revenue 2021: $52,019Expenses 2021: $77,701Net Income 2021: -$25,6822021Revenue 2022: $867Expenses 2022: $112,348Net Income 2022: -$111,4812022Revenue 2023: -$190,977Expenses 2023: $106,210Net Income 2023: -$297,1872023Revenue 2024: $1,188,925Expenses 2024: $112,479Net Income 2024: $1,076,4462024

Highlighted filing

2024

Revenue$1,188,925
Expenses$112,479
Net Income$1,076,446
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 9, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS DEFILIPPSChief Compliance Officer-$0--
THOMAS C DEFILIPPSPresident, CEO & Chairman-$0--
ANN BASKINSVice President, Secretary, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Td & Ab Foundation
EIN
83-2768216
Phone
6507148497
Address
1720 STANFORD COURT, MENLO PARK, CA 94025

Signing Officer

Name
Thomas C Defilipps
Title
President, CEO & Chairman
Phone
6507148497
Signed
2025-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group
Address
3975 FREEDOM CIRCLE SUITE 400, SANTA CLARA, CA 95054
Preparer
Norleen S Bounds
Phone
6508571655
Raw XML Appendix325 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHIEF COMPLIANCE OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT, CEO & CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT, SECRETARY, TREASURER
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06508571655
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/ContributingManagerNm0DOUGLAS DEFILIPPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt083500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STANFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0326 GALVEZ STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094305
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt083500
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/AppliedToCurrentYearAmt068520
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019801
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt088321
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014937
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019801
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DEFILIPPS - BASKINS FAMILY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01720 STANFORD COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MENLO PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094025
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt083500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01413
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01413
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01413
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0403617
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019361
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT #0046 & #8225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019361
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS C DEFILIPPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, CEO & CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06507148497
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TD & AB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TD&A
ReturnHeader/Filer/EIN0832768216
ReturnHeader/Filer/PhoneNum06507148497
ReturnHeader/Filer/USAddress/AddressLine1Txt01720 STANFORD COURT
ReturnHeader/Filer/USAddress/CityNm0MENLO PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094025
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03975 FREEDOM CIRCLE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA CLARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095054
ReturnHeader/PreparerPersonGrp/PhoneNum06508571655
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORLEEN S BOUNDS
ReturnHeader/ReturnTs02025-09-22T16:31:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,935,233
Liabilities
$0
Net assets
$2,935,233
Revenue
$1,188,925
Expenses
$112,479
Net income
$1,076,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$1.19$0.11$1.08
2023Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.19$0.11$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.00$0.11$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.05$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$1.44$0.02$1.42
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.69$0.08$0.60