Unknown Organization

990PF • Fiscal year 2012 • EIN 88-0480379

Dec 01, 2011 to Nov 30, 2012 • Filed on Oct 14, 2013

Organization Profile

PO Box 45994070

Siviq Scores

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

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

-3.8%

Faster asset growth than 25% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets32nd percentile

Assets

Down

$4,257,293

Down $168,649 (-3.8%) from 2011

Net Assets

$4,248,210

No earlier filing loaded for comparison.

Liabilities

$9,083

Up $4,968 (+121%) from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$291,088

Down $23,731 (-7.5%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

Highlighted filing

2012

Assets$4,257,293

Liabilities$9,083

Net Assets$4,248,210

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$291,088

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2011 to Nov 30, 2012
Signed: Oct 14, 2013
Return Version: 2011v1.5

Compensation and Service Providers

Top Officer Pay68th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
D JAMES GUZY	Chairman	PT	$0	-	-
MARCIA O GUZY	Secretary & CFO	PT	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	THE HEALTH STORE FOUNDATION	SUPPORT HEALTHCARE	PUBLIC CHARITY	MINNEAPOLIS, MN, US	$250,000

Filing and Contact Details

Filer

EIN: 88-0480379

Raw XML Appendix349 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	0	1759440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	FIDELITY INVESTMENTS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	109317
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount	0	-11117
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode	0	18
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount	0	25982
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	0	FEDERAL TAXES
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount	0	1095
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	125277
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome	0	0
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount	0	0
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	125277
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	250000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	250000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	109317
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	109317
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	2718317
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm	0	25982
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss	0	25982
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	-11117
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	104229
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss	0	25
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm	0	1095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss	0	1095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm	0	31070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss	0	41063
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome	0	1095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	250000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	31070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	291088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	135299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	125277
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	31070
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	41088
IRS990PF/BalanceSheets/CapitalStockBOY	0	0
IRS990PF/BalanceSheets/CapitalStockEOY	0	0
IRS990PF/BalanceSheets/CashBOY	0	58725
IRS990PF/BalanceSheets/CashEOY	0	19144
IRS990PF/BalanceSheets/CashEOYFMV	0	19144
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY	0	4249276
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY	0	1801467
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV	0	1759440
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/OtherAssetsBOY	0	0
IRS990PF/BalanceSheets/OtherAssetsEOY	0	2838
IRS990PF/BalanceSheets/OtherAssetsEOYFMV	0	2838
IRS990PF/BalanceSheets/OtherLiabilitiesBOY	0	4115
IRS990PF/BalanceSheets/OtherLiabilitiesEOY	0	9083
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY	0	0
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY	0	0
IRS990PF/BalanceSheets/ReceivablesFromOfficersEOY	0	2397645
IRS990PF/BalanceSheets/ReceivablesFromOfficersEOYFMV	0	2397645
IRS990PF/BalanceSheets/RetainedEarningsBOY	0	4421827
IRS990PF/BalanceSheets/RetainedEarningsEOY	0	4248210
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	117941
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY	0	36199
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV	0	36199
IRS990PF/BalanceSheets/TotalAssetsBOY	0	4425942
IRS990PF/BalanceSheets/TotalAssetsEOY	0	4257293
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	4215266
IRS990PF/BalanceSheets/TotalLiabilitiesBOY	0	4115
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	9083
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	4425942
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	4257293
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	4421827
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	4248210
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	-11117
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	0	53644
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	1	2675790
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2012-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2009-03-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2012-10-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2012-11-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	MARKETABLE SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	MARKETABLE SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	2438
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	-32131
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	2	18576
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	2438
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	1	-32131
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	2	18576
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	56082
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	1	2643659
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	2	18576
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	0	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	1	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	2	P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-165811
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	7806
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	4256016
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	4421827
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	4248210
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	186905
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	186905
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	186905
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	187947
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	1042
IRS990PF/DistributableAmount/TotalTax	0	1042
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear	0	2838
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e	0	X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	3880
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached	0	X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	1042
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment	0	2838
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	1042
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	1042
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	3880
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	4215266
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	3816188
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	140430
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	3675758
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	57243
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	187947
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	3758945
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	3816188
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	5.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	5.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	D JAMES GUZY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	MARCIA O GUZY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	CHAIRMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	SECRETARY & CFO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	PO BOX 459
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	PO BOX 459
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	SAN CARLOS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	SAN CARLOS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	94070
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	94070
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	224838
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	223796
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.059537
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.056481
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.060948
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.070551
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.062406
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.047299
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	3758945
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	4426269
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	4456117
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	3884345
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	4468128
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	5074070
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	1042
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	250000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	250000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	271592
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	274046
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	278838
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	240000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.297685
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	248958
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	250000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	1042
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	250000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1	0	THE FOUNDATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	6503589000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	PO BOX 459
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	SAN CARLOS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	94070
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	NV
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	1
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	1
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/ContributingManager	0	D JAMES GUZY
IRS990PF/SupplementaryInformation/ContributingManager	1	MARCIA O GUZY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	250000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	SUPPORT HEALTHCARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	THE HEALTH STORE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	527 MARQUETTE AVENUE SUITE 1660
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	55402
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	250000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	186905
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	18971
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	186905
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	44124
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	44124
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	250000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	44124
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	44124
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	18971
OtherAssetsSchedule/OtherAssets/Description	0	INCOME TAX RECEIVABLE
OtherAssetsSchedule/OtherAssets/EOYBookValue	0	2838
OtherAssetsSchedule/OtherAssets/EOYFMV	0	2838
OtherDecreasesSchedule/OtherDecreases/Amount	0	7806
OtherDecreasesSchedule/OtherDecreases/Description	0	CASH TO ACCRUAL ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	0	0
OtherExpensesSchedule/OtherExpenses/Description	0	FILING FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	25
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	0	1095
OtherIncomeSchedule2/OtherIncome/Description	0	FEDERAL TAXES
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	1095
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue	0	3678
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue	1	437
OtherLiabilitiesSchedule/OtherLiabilities/Description	0	OTHER ADVANCES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilities/Description	1	INCOME TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue	0	9083
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	9993
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	1	31070
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	1	ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	1	31070
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	880480379
ReturnHeader/Filer/Name/BusinessNameLine1	0	ARBOR FOUNDATION
ReturnHeader/Filer/NameControl	0	ARBO
ReturnHeader/Filer/Phone	0	6503589000
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 459
ReturnHeader/Filer/USAddress/City	0	SAN CARLOS
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	94070
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-10-14
ReturnHeader/Officer/Name	0	JAMES GUZY
ReturnHeader/Officer/Phone	0	6503589000
ReturnHeader/Officer/Title	0	CHAIRMAN
ReturnHeader/PreparerFirm/EIN	0	411292716
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	COPELAND BUHL & COMPANY PLLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	800 EAST WAYZATA BOULEVARD STE 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	WAYZATA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	553911766
ReturnHeader/Preparer/Name	0	MICHAEL PESTKA
ReturnHeader/Preparer/Phone	0	9524767100
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2011-12-01
ReturnHeader/TaxPeriodEndDate	0	2012-11-30
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2013-10-14T13:11:09-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,257,293
Liabilities: $9,083
Net assets: $4,248,210
Revenue: -
Expenses: $291,088
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2012Detailed filing. Detailed filing data is available for this year.	$4.26	$0.01	$4.25		$0.29
2011Summary only. Only limited summary data is available for this year.	$4.43	$0.00		$0.24	$0.31	$0.08
2010Detailed filing. Detailed filing data is available for this year.	$4.50	$0.01	$4.49		$0.33