Civic Intelligence

New Priorities Foundation

990PF • Fiscal year 2019 • EIN 91-1805939

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.08x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

2nd percentile

-347%

Higher net margin than 2% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$10,820,188

Up $1,411,883 (+15%) from 2018

Net Assets

Up

$10,805,188

Up $1,408,665 (+15%) from 2018

Liabilities

Up

$15,000

Up $3,218 (+27%) from 2018

Revenue

Down

$181,129

Down $7,546,716 (-98%) from 2018

Expenses

Up

$809,547

Up $144,822 (+22%) from 2018

Net Income

Down

-$628,418

Down $7,691,538 (-109%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$10,820,188
Liabilities$15,000
Net Assets$10,805,188

Operations Trend

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

2019

Revenue$181,129
Expenses$809,547
Net Income-$628,418
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy G SchaubPres./DirectorPT$0--
Anne Schaub WatsonSect'Y/Director-$0--
David SchaubTreas./Director-$0--
Tim SchaubDirector-$0--
Dion GriffinCFO-$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
2020-11-16
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Erik Satow
Phone
4159830200
Raw XML AppendixShowing 400 of 744 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/Amt01110
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting & Payroll Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01110
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Amgen Inc
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Microsoft Corp
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Bank of Amer Corp
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Prudential
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Apple
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Met Life
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Union Pacific
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Inter-American Development Bank
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8JP Morgan Chase
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9Kaiser Foundation
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10Target
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11Walt Disney
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12Avangrid
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13Low Income
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt050530
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt150446
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2107231
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3152278
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4135901
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt526628
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6131568
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7118726
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8115069
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9140656
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10111238
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11123167
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12132205
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13129375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt050530
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt150446
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2107231
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3152278
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4135901
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt526628
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6131568
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7118726
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8115069
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9140656
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10111238
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11123167
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12132205
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13129375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0176940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1200735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2413961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3189553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4145714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5160480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6117009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7108539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8153200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9417276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10111828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11131345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12164956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13120949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14129697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1597989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16241264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1777066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18141908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19127603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21334848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22145798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23106195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24144425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2593407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26114143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2784982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28138803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29183469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30152005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32111589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33152702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34119647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35131973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36102186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37160372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38138810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39144050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40180064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41153454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42163107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt432869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44100087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4574912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4698228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4795555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48125955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4988636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5099789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0176940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1200735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2413961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3189553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4145714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5160480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6117009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7108539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8153200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9417276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10111828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11131345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12164956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13120949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14129697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1597989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16241264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1777066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18141908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19127603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21334848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22145798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23106195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24144425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2593407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26114143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2784982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28138803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29183469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30152005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32111589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33152702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34119647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35131973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36102186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37160372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38138810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39144050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40180064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41153454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42163107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt432869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44100087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4574912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4698228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4795555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48125955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4988636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5099789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Johnson and Johnson, 1,213 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1JP Morgan Chase & Co, 1,440 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Microsoft Corp, 2,625 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Home Depot Inc, 868 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Accenture PLC, 692 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Costco Wholesale Corp, 546 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PNC Finl Services GP Inc, 733 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Stryker Corp, 517 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8TJX Cos Inc, 2,509 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Apple Inc, 1,421 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Kimberly-Clark Corp, 813 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Ball Corp, 2,031 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Medtronic Inc, 1,454 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Union Pacific Corp, 669 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Blackrock Inc, 258 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CVS Caremark Corp, 1,319 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Visa, 1,284 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Gilead Sciences, 1,186 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Illinois Tool Works, 790 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Merck & Co, 1,403 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm203M, 3 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Alphabet Inc, 250 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Cisco Systems, 3,040 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Citizens Financial Grp, 2,615 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Danaher Corp, 941 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Ecolab, 484 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Verizon Communication, 1,859 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Wyndham Hotels & Resorts, 1,353 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Waste Management, 1,218 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Target, 1,431 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Sysco, 1,777 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Roche Holdings, 4 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Avery Dennison Corp, 853 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Adobe Systems, 463 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Allstate Corp, 1,064 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35AT&T, 3,377 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Cummins Inc, 571 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Proctor & Gamble, 1,284 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Texas Instruments, 1,082 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39United Health Group, 490 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Walt Disney Co, 1,245 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Bank of Amer Corp, 4,357 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Bristol-Myers Squibb, 2,541 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Bristol-Myers Squibb Rights, 953 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CBRE Group Inc, 1,633 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Church & Dwight Co, 1,065 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Ingersoll Rand PLC, 739 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Progressive Co, 1,320 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Prologics REIT, 1,413 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Quest Diagnostic Inc, 830 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Starbucks Corp, 1,135 Sh
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0863748
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0863748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt033514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1286652
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2260658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Accrued Income Receivable
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1iShares Short Term, 5,345 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2iShares ESG 1-5 YR Corp Bd, 10,250 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt033514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1286652
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2260658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0247066
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-66376
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0439
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0181129
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0181129
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01110
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01110
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0548334
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0548334
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0247066
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0247066
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-628418
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02910526
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0439
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0439
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-66376
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0184129
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02767
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02767
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt062278
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0107278
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01098
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0150058
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0597211
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt063376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0809547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0247505
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0181129
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt048877
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt063376
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0261213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02976902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-66376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-66376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02910526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-66376
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-628418
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02037083
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010805188
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09396523
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010805188
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0477794
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0477794
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0477794
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0481477
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03683
IRS990PF/DistributableAmountGrp/TotalTaxAmt03683
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06177
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0140
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03683
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06177
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03683
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03683
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010000
IRS990PF/FMVAssetsEOYAmt010820188
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt011782
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0188995
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0115634
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0115634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01330025
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01525018
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01525018
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05712671
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07170764
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07170764
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt09396523
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0873021
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0580824
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0580824
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt029723
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01187
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01187
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt038960
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt063013
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt063013
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09408305
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010820188
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010820188
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt011782
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09408305
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010820188
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09396523
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010805188
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0734910
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0863748
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0863748
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09776189
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0258096
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09518093
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0146643
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0481477
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09629546
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09776189
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/PersonNm4Dion Griffin
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/AdjNetVlNoncharitableAssetsAmt02596029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02597870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0611101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01097113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0771080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0771284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02134142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.269590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.40227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.26621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.20280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.41014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09629546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09185503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02727296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02896525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03803139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05203436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0597211

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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