Civic Intelligence

Max a Shacknai Foundation (Fka Noah'S Family Foundation)

990PF • Fiscal year 2024 • EIN 86-0887816

Jan 01, 2024 to Dec 31, 2024 • Filed on May 08, 2025

1187 Coast Village Road 1-768Santa Barbara, CA 93108

(480) 291-5000

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

35th percentile

-1.1%

Faster asset growth than 35% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$827,526

Down $9,567 (-1.1%) from 2023

Net Assets

Down

$827,526

Down $9,567 (-1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$50,644

Down $25,076 (-33%) from 2023

Expenses

Down

$60,261

Down $155,154 (-72%) from 2023

Net Income

Up

-$9,617

Up $130,078 (+93%) from 2023

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $954,595Liabilities 2011: $02011Assets 2012: $2,357,578Liabilities 2012: $0Net Assets 2012: $2,357,5782012Assets 2013: $2,257,844Liabilities 2013: $0Net Assets 2013: $2,257,8442013Assets 2014: $1,779,342Liabilities 2014: $0Net Assets 2014: $1,779,3422014Assets 2015: $1,777,326Liabilities 2015: $0Net Assets 2015: $1,777,3262015Assets 2016: $1,491,405Liabilities 2016: $205Net Assets 2016: $1,491,2002016Assets 2017: $1,258,346Liabilities 2017: $0Net Assets 2017: $1,258,3462017Assets 2018: $1,319,994Liabilities 2018: $0Net Assets 2018: $1,319,9942018Assets 2019: $1,103,939Liabilities 2019: $0Net Assets 2019: $1,103,9392019Assets 2020: $1,084,523Liabilities 2020: $0Net Assets 2020: $1,084,5232020Assets 2021: $1,037,505Liabilities 2021: $0Net Assets 2021: $1,037,5052021Assets 2022: $976,724Liabilities 2022: $0Net Assets 2022: $976,7242022Assets 2023: $837,093Liabilities 2023: $0Net Assets 2023: $837,0932023Assets 2024: $827,526Liabilities 2024: $0Net Assets 2024: $827,5262024

Highlighted filing

2024

Assets$827,526
Liabilities$0
Net Assets$827,526

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $104,633Expenses 2011: $56,822Net Income 2011: $47,8112011Expenses 2012: $167,8412012Revenue 2013: $185,698Expenses 2013: $285,432Net Income 2013: -$99,7342013Revenue 2014: $112,845Expenses 2014: $591,347Net Income 2014: -$478,5022014Revenue 2015: $119,845Expenses 2015: $121,861Net Income 2015: -$2,0162015Revenue 2016: $28,687Expenses 2016: $314,813Net Income 2016: -$286,1262016Revenue 2017: $92,226Expenses 2017: $325,077Net Income 2017: -$232,8512017Revenue 2018: $75,633Expenses 2018: $13,985Net Income 2018: $61,6482018Revenue 2019: $65,671Expenses 2019: $281,726Net Income 2019: -$216,0552019Revenue 2020: $140,825Expenses 2020: $160,256Net Income 2020: -$19,4312020Revenue 2021: $85,183Expenses 2021: $131,818Net Income 2021: -$46,6352021Revenue 2022: $47,536Expenses 2022: $107,743Net Income 2022: -$60,2072022Revenue 2023: $75,720Expenses 2023: $215,415Net Income 2023: -$139,6952023Revenue 2024: $50,644Expenses 2024: $60,261Net Income 2024: -$9,6172024

Highlighted filing

2024

Revenue$50,644
Expenses$60,261
Net Income-$9,617
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONAH SHACKNAIPres. & Director-$0--
LILY B PHILLIPSSecretary- Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE UCLA FOUNDATIONGENERAL FUNDPUBLIC CHARITYLOS ANGELES, CA, US$50,000
Filing and Contact Details

Filer

Filer Name
Max a Shacknai Foundation
EIN
86-0887816
Phone
4802915000
Address
1187 COAST VILLAGE ROAD 1-768, SANTA BARBARA, CA 93108

Signing Officer

Name
Jonah Shacknai
Title
President
Phone
4802915000
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Tfo Family Office Partners Inc
Address
5060 NORTH 40TH STREET SUITE 200, PHOENIX, AZ 85018
Preparer
Spencer Wright
Phone
6024662611
Raw XML Appendix389 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/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01066035
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JONAH SHACKNAI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LILY B PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES. & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY- TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01187 COAST VILLAGE ROAD STE 1-768
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11187 COAST VILLAGE ROAD STE 1-768
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA BARBRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt050000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt050000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JONAH SHACKNAI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01187 COAST VILLAGE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA BARBARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04802915000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MAX A. SHACKNAI FOUNDATION MAKES NO PROGRAM RELATED INVESTMENTS. NO DIRECT CHARITABLE ACTIVITIES ARE CARRIED ON BY THE FOUNDATION. ALL ADMINISTRATIVE EXPENSES INCURRED IN
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0CONNECTION WITH OUR TAX EXEMPT PURPOSE WERE ALLOCATED TO GRANT MAKING ACTIVITIES. ALL OTHER EXPENSES OF THE FOUNDATION WERE PROPERLY ALLOCABLE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0TO THE INVESTMENT ACTIVITIES OF THE FOUNDATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JONAH SHACKNAI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE UCLA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010889 WILSHIRE BLVD SUITE 1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0MAXINMOTION
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(C)(3)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0COMMON CONTROL
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt050000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0153359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt040499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt053564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt090583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0202536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01872
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0200664
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0338005
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0153359
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt040499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt053564
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt090583
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0538669
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0540541
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02150
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05323
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05323
OtherIncreasesSchedule/OtherIncreasesDetail/Amt050
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCES
TaxesSchedule/TaxesDetail/Amt088
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONAH SHACKNAI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04802915000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAX A SHACKNAI FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0(FKA NOAH'S FAMILY FOUNDATION)
ReturnHeader/Filer/BusinessNameControlTxt0MAXA
ReturnHeader/Filer/EIN0860887816
ReturnHeader/Filer/PhoneNum04802915000
ReturnHeader/Filer/USAddress/AddressLine1Txt01187 COAST VILLAGE ROAD 1-768
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453635408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TFO FAMILY OFFICE PARTNERS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05060 NORTH 40TH STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum06024662611
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SPENCER WRIGHT
ReturnHeader/ReturnTs02025-05-09T17:03:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.08$0.22$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.11$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.09$0.13$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.14$0.16$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.28$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.08$0.01$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.09$0.33$0.23
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.03$0.31$0.29
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.12$0.12$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.11$0.59$0.48
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.19$0.29$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.17
2011Summary only. Only limited summary data is available for this year.$0.95$0.00$0.10$0.06$0.05