Civic Intelligence

New Priorities Foundation

990PF • Fiscal year 2016 • EIN 91-1805939

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization Profile
127 University AvenueBerkeley, 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

0.01x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

41st percentile

0.04x

Higher debt load relative to revenue than 41% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

31st percentile

-2.8%

Faster asset growth than 31% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

49%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$3,517,371

Down $102,182 (-2.8%) from 2015

Net Assets

Down

$3,490,624

Down $99,207 (-2.8%) from 2015

Liabilities

Down

$26,747

Down $2,975 (-10%) from 2015

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin23rd percentile

Revenue

Up

$708,631

Up $233,063 (+49%) from 2015

Expenses

Down

$805,853

Down $8,928 (-1.1%) from 2015

Net Income

Up

-$97,222

Up $241,991 (+71%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$15M$10M$5.0M$0Assets 2011: $2,818,339Liabilities 2011: $02011Assets 2012: $2,748,062Liabilities 2012: $02012Assets 2013: $3,937,725Liabilities 2013: $672013Assets 2014: $4,133,889Liabilities 2014: $38,957Net Assets 2014: $4,094,9322014Assets 2015: $3,619,553Liabilities 2015: $29,722Net Assets 2015: $3,589,8312015Assets 2016: $3,517,371Liabilities 2016: $26,747Net Assets 2016: $3,490,6242016Assets 2017: $3,037,781Liabilities 2017: $27,626Net Assets 2017: $3,010,1552017Assets 2018: $9,408,305Liabilities 2018: $11,782Net Assets 2018: $9,396,5232018Assets 2019: $10,820,188Liabilities 2019: $15,000Net Assets 2019: $10,805,1882019Assets 2020: $11,994,683Liabilities 2020: $0Net Assets 2020: $11,994,6832020Assets 2021: $13,713,342Liabilities 2021: $0Net Assets 2021: $13,713,3422021Assets 2022: $11,032,754Liabilities 2022: $0Net Assets 2022: $11,032,7542022Assets 2023: $12,316,500Liabilities 2023: $0Net Assets 2023: $12,316,5002023

Highlighted filing

2016

Assets$3,517,371
Liabilities$26,747
Net Assets$3,490,624
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $262,012Expenses 2011: $334,332Net Income 2011: -$72,3202011Revenue 2012: $126,252Expenses 2012: $355,535Net Income 2012: -$229,2832012Revenue 2013: $1,242,196Expenses 2013: $387,408Net Income 2013: $854,7882013Revenue 2014: $2,245,603Expenses 2014: $2,237,001Net Income 2014: $8,6022014Revenue 2015: $475,568Expenses 2015: $814,781Net Income 2015: -$339,2132015Revenue 2016: $708,631Expenses 2016: $805,853Net Income 2016: -$97,2222016Revenue 2017: $641,104Expenses 2017: $1,132,515Net Income 2017: -$491,4112017Revenue 2018: $7,727,845Expenses 2018: $664,725Net Income 2018: $7,063,1202018Revenue 2019: $181,129Expenses 2019: $809,547Net Income 2019: -$628,4182019Revenue 2020: $1,076,093Expenses 2020: $460,886Net Income 2020: $615,2072020Revenue 2021: $1,802,879Expenses 2021: $676,978Net Income 2021: $1,125,9012021Revenue 2022: $602,347Expenses 2022: $593,438Net Income 2022: $8,9092022Revenue 2023: $386,346Expenses 2023: $447,065Net Income 2023: -$60,7192023

Highlighted filing

2016

Revenue$708,631
Expenses$805,853
Net Income-$97,222
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy G SchaubPres./DirectorPT$0--
Anne Schaub WatsonSect'Y/Director-$0--
David SchaubTreas./Director-$0--
Tim SchaubDirector-$0--
Harald LeventhalCFO-$0--
Benita KlineAsst. Secty-$0--
Filing and Contact Details

Filer

Filer Name
New Priorities Foundation
EIN
91-1805939
Phone
5108414123
Address
127 University Avenue, Berkeley, CA 94710

Signing Officer

Name
Nancy G Schaub
Title
Pres./Director
Signed
2017-11-10
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
Raw XML AppendixShowing 400 of 776 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt04280
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04280
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Supplemental InformationForm 990-PF, Part VII-B, Lines 1a(3) and 1a(4)Statement Regarding Activities for Which Form 4720 May Be RequiredHarald Leventhal and Benita Kline, as individuals, received no payment for serving as officers (but not as directors) of the Organization. However, both are the owners of Leventhal Kline Management, Inc., which provides a full range of management & administrative services to the Organization, including accounting, insurance and risk management, purchasing and vendor management, mailing address and phone, general administrative support, and grant management & administration. The Organization's directors approved payments of $32,480 to Leventhal Kline Management, Inc. for services during 2016.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Amgen Inc, 3.45% 10/1/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Bank of New York, 5.45% 5/15/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Campbell Soup Co, 3.05% 7/15/17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Microsoft Corp, 3.0% 10/1/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Bank of Amer Corp, 4.85% 7/15/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Kimberly-Clark, 7.5% 11/1/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Prudential, 6.0% 12/1/17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Apple, 2.4% 5/3/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8Met Life, 3.6% 4/10/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt051568
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt153871
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt250437
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt351601
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt452657
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt555252
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt651953
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt748677
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt825659
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt051568
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt153871
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt250437
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt351601
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt452657
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt555252
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt651953
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt748677
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt825659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt057029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt177661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt276743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt349416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt456314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt563250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt635224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt759065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt839543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt943132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1042073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1146429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1270534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1338610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1432675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1539534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1634236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1729343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1817641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1930273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2044530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2143027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2241859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2339850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2421666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2549230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2647592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2748661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2836879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2944086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3039443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3136264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3249829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3353152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3438393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3589547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3635962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3742578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3833471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3917583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4031478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4133864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4239501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt057029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt177661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt276743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt349416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt456314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt563250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt635224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt759065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt839543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt943132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1042073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1146429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1270534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1338610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1432675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1539534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1634236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1729343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1817641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1930273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2044530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2143027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2241859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2339850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2421666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2549230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2647592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2748661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2836879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2944086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3039443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3136264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3249829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3353152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3438393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3589547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3635962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3742578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3833471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3917583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4031478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4133864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4239501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Johnson and Johnson, 495 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1JP Morgan Chase & Co, 900 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Microsoft Corp, 1,235 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3General Mills, 800 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Home Depot Inc, 420 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Accenture PLC, 540 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Costco Wholesale Corp, 220 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PNC Finl Services GP Inc, 505 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Prudential Financial Inc, 380 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Stryker Corp, 360 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10TJX Cos Inc, 560 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11United Parcel Service CL-B, 405 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Apple Inc, 609 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Colgate-Palmolive Co, 590 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Express Scripts Holdings Co, 475 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Intel Corp, 1,090 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Kimberly-Clark Corp, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17VF Corp, 550 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Ball Corp, 235 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Medtronic Inc, 425 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Snap-On Inc, 260 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Union Pacific Corp, 415 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Blackrock Inc, 110 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CVS Caremark Corp, 505 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Johnson Controls Inc, 526 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Time Warner Inc, 510 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Visa, 610 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Discover Financial, 675 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Gilead Sciences, 515 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Illinois Tool Works, 360 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Merck, 670 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31NXP Semiconductor, 370 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32US Bancorp, 970 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Walt Disney Co., 510 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm343M, 215 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Alphabet - A Class, 113 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Cisco Systems, 1,190 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Citizens Financial Grp, 1,195 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Danaher Corp, 430 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Ecolab, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Newell Rubbermaid, 705 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Thermo Fisher Scientific, 240 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Verizon Communication, 740 Sh
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0264787
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0264787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt014888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Accrued Income Receivable
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt014888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt085874
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0136622
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Other Investment Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Returned Grant
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01004
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0100000
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0223500
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0100000
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0323500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04280
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04280
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0521557
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0726620
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0726620
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0385131
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt085874
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt085874
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-97222
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01022026
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0136622
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0585498
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt017899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt017899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0101004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt024360
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt022937
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt047297
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0776935
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0805853
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0608435
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0708631
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt050315
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022937
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt079233
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt03441
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt03441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0500469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0521557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0521557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01022026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0521557
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-97222
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01985
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03492609
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03589831
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03490624
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0238971
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0138971
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0238971
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0144826
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0100000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05855
IRS990PF/DistributableAmountGrp/TotalTaxAmt05855
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt017016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05855
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt017016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05855
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05855
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt022871
IRS990PF/FMVAssetsEOYAmt03517371
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt016956
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt013938
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt03306
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0116074
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt029348
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt029348
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0449088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0441675
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0441675
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01982403
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01897170
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01897170
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0600000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0597337
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0597337
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt054673
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014888
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt014888
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt012766
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt012809
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt014088
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt014134
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt014134
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt080225
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0258032
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0258032
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03619553
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03517371
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03517371
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt029722
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt026747
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03619553
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03517371
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03589831
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03490624
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03589831
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03490624
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0319696
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0264787
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0264787
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02940635
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0336125
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02604510
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt044110
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0144826
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02896525
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02940635
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
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/PersonNm0Nancy G Schaub
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Anne Schaub Watson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David Schaub
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Tim Schaub
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Harald Leventhal
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Benita Kline
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres./Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sect'y/Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treas./Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Asst. Secty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5127 University Avenue
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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0655130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0660985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0771284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02134142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0955566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0332248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0294693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.226178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.20280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.41014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.29951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.11751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.10094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02896525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03803139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05203436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03190482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02827497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02919592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0776935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.130890
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0771080
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0776935
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05855
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0776935
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011b
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Returned Grant
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,517,371
Liabilities
$26,747
Net assets
$3,490,624
Revenue
$708,631
Expenses
$805,853
Net income
-$97,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.00$12.3$0.39$0.45$0.06
2022Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.60$0.59$0.01
2021Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.80$0.68$1.13
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$1.08$0.46$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.02$10.8$0.18$0.81$0.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.41$0.01$9.40$7.73$0.66$7.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.03$3.01$0.64$1.13$0.49
2016Detailed filing. Detailed filing data is available for this year.$3.52$0.03$3.49$0.71$0.81$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.62$0.03$3.59$0.48$0.81$0.34
2014Detailed filing. Detailed filing data is available for this year.$4.13$0.04$4.09$2.25$2.24$0.01
2013Summary only. Only limited summary data is available for this year.$3.94$0.00$1.24$0.39$0.85
2012Summary only. Only limited summary data is available for this year.$2.75$0.00$0.13$0.36$0.23
2011Summary only. Only limited summary data is available for this year.$2.82$0.00$0.26$0.33$0.07