Civic Intelligence

Kahle-Austin Foundation

990PF • Fiscal year 2020 • EIN 91-1816164

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
513 B Simonds LoopSan Francisco, CA 94129

(415) 931-8766

Siviq Scores

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

Liabilities / Assets

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.11x

Higher debt load relative to revenue than 25% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

89th percentile

28%

Faster asset growth than 89% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

35%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$152,782,828

Up $33,646,071 (+28%) from 2019

Net Assets

$149,365,735

No earlier filing loaded for comparison.

Liabilities

Up

$3,417,093

Up $3,417,092 (+341709200%) from 2019

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin95th percentile

Revenue

Up

$30,647,959

Up $7,863,718 (+35%) from 2019

Expenses

Down

$8,040,754

Down $11,807,925 (-59%) from 2019

Net Income

Up

$22,607,205

Up $19,671,643 (+670%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$200M$150M$100M$50M$0Assets 2011: $26,798,339Liabilities 2011: $29,0002011Assets 2012: $24,594,626Liabilities 2012: $42,5002012Assets 2013: $48,599,374Liabilities 2013: $13,2752013Assets 2014: $48,110,512Liabilities 2014: $41,005Net Assets 2014: $48,069,5072014Assets 2015: $45,637,526Liabilities 2015: $7,359Net Assets 2015: $45,630,1672015Assets 2016: $87,954,292Liabilities 2016: $63,000Net Assets 2016: $87,891,2922016Assets 2017: $109,855,882Liabilities 2017: $68,655Net Assets 2017: $109,787,2272017Assets 2018: $104,484,055Liabilities 2018: $599Net Assets 2018: $104,483,4562018Assets 2019: $119,136,757Liabilities 2019: $12019Assets 2020: $152,782,828Liabilities 2020: $3,417,093Net Assets 2020: $149,365,7352020Assets 2021: $157,284,385Liabilities 2021: $245,070Net Assets 2021: $157,039,3152021Assets 2022: $135,928,138Liabilities 2022: $32,637Net Assets 2022: $135,895,5012022Assets 2023: $147,121,537Liabilities 2023: $1,436,9752023Assets 2024: $161,785,070Liabilities 2024: $41,125Net Assets 2024: $161,743,9452024

Highlighted filing

2020

Assets$152,782,828
Liabilities$3,417,093
Net Assets$149,365,735
Open 2020 Filing

Operations Trend

Revenue Growth87th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $1,218,432Expenses 2011: $4,686,979Net Income 2011: -$3,468,5472011Revenue 2012: $1,411,575Expenses 2012: $4,005,089Net Income 2012: -$2,593,5142012Revenue 2013: $25,236,278Expenses 2013: $1,661,829Net Income 2013: $23,574,4492013Revenue 2014: $3,564,797Expenses 2014: $2,669,502Net Income 2014: $895,2952014Revenue 2015: $1,428,365Expenses 2015: $2,871,224Net Income 2015: -$1,442,8592015Revenue 2016: $42,068,166Expenses 2016: $2,185,340Net Income 2016: $39,882,8262016Revenue 2017: $26,208,048Expenses 2017: $8,055,112Net Income 2017: $18,152,9362017Revenue 2018: $6,593,262Expenses 2018: $4,633,499Net Income 2018: $1,959,7632018Revenue 2019: $22,784,241Expenses 2019: $19,848,679Net Income 2019: $2,935,5622019Revenue 2020: $30,647,959Expenses 2020: $8,040,754Net Income 2020: $22,607,2052020Revenue 2021: $9,038,637Expenses 2021: $2,469,717Net Income 2021: $6,568,9202021Revenue 2022: -$94,656Expenses 2022: $4,354,109Net Income 2022: -$4,448,7652022Revenue 2023: -$1,432,933Expenses 2023: $6,472,483Net Income 2023: -$7,905,4162023Revenue 2024: $8,900,485Expenses 2024: $1,099,053Net Income 2024: $7,801,4322024

Highlighted filing

2020

Revenue$30,647,959
Expenses$8,040,754
Net Income$22,607,205
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brewster L KahleChairman-$0--
Mary K AustinCo-Chair/Sect'Y-$0--
Jeff UboisDirector-$0--
Filing and Contact Details

Filer

Filer Name
KahleAustin Foundation
EIN
91-1816164
Phone
4159318766
Address
513 B Simonds Loop, San Francisco, CA 94129

Signing Officer

Name
Brewster L Kahle
Title
Pres & Tres
Signed
2021-11-15
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 641 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/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt011733
AccountingFeesSchedule/AccountingFeesDetail/Amt111230
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Audit
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Tax Preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt011733
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0Various
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt0IJselweg 20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd0NL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd07207 DJ
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm0Zutphen
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0500000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02020-04-02
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PersonNm0Stitching Internet Archive
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0Operational Expenses
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0To the knowledge of the grantor, no funds have been diverted to any activity other than the activity for which the grant was originally made.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02020-12-31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Accrued Interest
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Johnson & Johnson 1.650% 3/1/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Oracle Co 2.50% 5/15/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Berksh Hath 4.250% 1/15/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Open Library of San Francisco Bonds
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Wells Fargo 2.625% 7/22/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Wells Fargo 2.500% 3/4/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7UnitedHlth 2.125% 3/15/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8Tor.-Dom. Bank 1.800% 7/13/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9Microsoft 1.550% 8/8/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10Boeing Co 8.750% 8/15/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11Intel Corp 3.300% 10/1/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12Merck & Co 3.875% 1/15/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13Cisco Sys 2.20% 2/28/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14American Express Credit 2.25% 5/5/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15Intel Corp 1.70% 5/19/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16Walmart 3.125% 6/23/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17Oracle Co 2.80% 7/8/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18McDonalds Corp 2.625% 1/15/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19Microsoft 2.375% 2/12/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20Amgen Inc 2.70% 5/1/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21Procter & Gamble Co 2.15% 8/11/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22Gilead Science 3.25% 9/1/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23Walmart 2.35% 12/15/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24Walt Disney Co 1.65% 9/1/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25Berksh Hath 2.75% 3/15/2023
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26Toyota Motor 2.25% 10/18/2023
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27Abbott Laboratories 3.4% 11/30/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28Cisco Sys 3.625% 3/4/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29Tor.-Dom. Bank 3.25% 3/11/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30Bank of America 4.0% 4/1/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31JP Morgan 3.625% 5/13/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32Walmart 2.85% 7/8/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0191511
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11000940
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2513370
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3500560
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4126430
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5517560
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6301014
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt71003730
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8302496
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt91022330
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10629778
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11408880
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12500335
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13702177
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt141005100
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15502060
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16608226
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17506635
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt181024120
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt191006880
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt201028940
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21515695
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt221044310
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt231041260
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt24716114
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt252100320
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt26526070
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt271084290
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt28549725
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt29760207
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt301110060
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt311326804
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt32540925
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0191511
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11000940
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2513370
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3500560
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4126430
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5517560
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6301014
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt71003730
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8302496
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt91022330
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10629778
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11408880
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12500335
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13702177
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt141005100
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15502060
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16608226
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17506635
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt181024120
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt191006880
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt201028940
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21515695
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt221044310
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt231041260
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt24716114
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt252100320
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt26526070
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt271084290
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28549725
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt29760207
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt301110060
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt311326804
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt32540925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01468829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12886782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22406030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32627820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42684782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52071802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62355840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71233200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83533010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91609440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101461305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111891505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12849600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131374750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141693850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15325693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt162282508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171720743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182257000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt192120234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt201912812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212433285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222435680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt231318000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt242329530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt252653104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt262794680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt271223790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt282082200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt293090969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01468829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12886782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22406030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32627820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42684782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52071802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62355840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71233200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt83533010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91609440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101461305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111891505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12849600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131374750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141693850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15325693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt162282508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt171720743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt182257000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt192120234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt201912812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt212433285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222435680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt231318000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt242329530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt252653104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt262794680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271223790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt282082200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt293090969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Pfizer Incorporated, 39,903 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Berkshire Hathaway CL B, 12,450 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Visa Inc, 11,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Alphabet Inc CL C, 1,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Open Library of San Francisco Stocks
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Bristol Myers Squibb, 33,400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Merck & Co, 28,800 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Citiroup Inc, 20,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Walt Disney Co, 19,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Amgen Inc, 7,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JP Morgan Chase & Co, 11,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Salesforce.com Inc, 8,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1210x Genomics, 6,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AES Corp, 58,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Ally Financial, 47,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Amazon Inc, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Emerson Electric, 28,400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Goodrx Hldgs, 42,656 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Illumina Inc, 6,100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Medtronic PLC, 18,100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Microsoft Corp, 8,600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Netflix Inc, 4,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Paypal Hldgs, 10,400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Pinterest Inc, 20,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Smartsheet Inc, 33,620 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Starbucks Corp, 24,800 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Thermo Fischer Scientific, 6,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Twitter Inc, 22,600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Union Pacific Corp, 10,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Workday Inc, 12,900 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt07227762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt210051776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35141165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46285372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt53832696
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt64243200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt72680885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt83153816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Open Library of San Francisco
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Private Equity Investment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2iShares MSCI ACWI ETF, 110,800 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3iShares MSCI Emerg Mkts ETF, 99,500 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Vanguard Intl Equity, 107,700 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MS Alternatives
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6iShares MSCI ACWI EX US, 80,000 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Vanguard FTSE Emerg Mkt, 53,500 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Vanguard Small Cap ETF, 16,200 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07227762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt210051776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35141165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46285372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53832696
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt64243200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72680885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt83153816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02187555
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05975958
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06494
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0296911
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08466918
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08466918
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011733
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt022963
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt028400779
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06620000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06820000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt022089495
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02187555
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02187555
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt022607205
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt086010820
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06494
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06494
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt015476
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt015476
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05975958
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt029947275
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt015354
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt015354
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt028484
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0120040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0388457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0647543
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0647543
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02268
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt02268
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0397110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06693315
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0647553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08040754
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt030594828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt030647959
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt073315
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0647553
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01220754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt057610041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt028400779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt028400779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt086010820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sale of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt028400779
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt022607205
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07621773
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0149365735
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0119136757
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0149365735
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05330198
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05330198
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05330198
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05746465
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0416267
IRS990PF/DistributableAmountGrp/TotalTaxAmt0416267
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt099572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0515839
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0416267
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt099572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0416267
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0416267
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0515839
IRS990PF/FMVAssetsEOYAmt0152782828
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt011230
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt011990
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0364584
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0282781
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0282781
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt033660232
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt024718852
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt024718852
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt041258339
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt061128773
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt061128773
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0119136757
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt031391
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt031391
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt031391
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt032912850
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt042716672
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt042716672
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03205863
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0907780
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01010678
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01010678
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09989591
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt022893681
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt022893681
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0119136757
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0152782828
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0152782828
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03417093
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0119136757
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0152782828
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0119136757
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0149365735
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0116679499
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt019725031
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt096954468
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01750192
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05746465
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0114929307
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0116679499
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Morgan Stanley Private Wealth Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0647543
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02725 Sand Hill Road Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Menlo Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Brewster L Kahle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mary K Austin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jeff Ubois
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Chair/Sect'y
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0513B Simonds Loop
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1513B Simonds Loop
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2513B Simonds Loop
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094129
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194129
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294129
IRS990PF/Organization501c3ExemptPFInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,782,828
Liabilities
$3,417,093
Net assets
$149,365,735
Revenue
$30,647,959
Expenses
$8,040,754
Net income
$22,607,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$162$0.04$162$8.90$1.10$7.80
2023Summary only. Only limited summary data is available for this year.$147$1.44$1.43$6.47$7.91
2022Detailed filing. Detailed filing data is available for this year.$136$0.03$136$0.09$4.35$4.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$157$0.25$157$9.04$2.47$6.57
2020Detailed filing. Detailed filing data is available for this year.$153$3.42$149$30.6$8.04$22.6
2019Summary only. Only limited summary data is available for this year.$119$0.00$22.8$19.8$2.94
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$0.00$104$6.59$4.63$1.96
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$110$0.07$110$26.2$8.06$18.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.0$0.06$87.9$42.1$2.19$39.9
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.6$0.01$45.6$1.43$2.87$1.44
2014Detailed filing. Detailed filing data is available for this year.$48.1$0.04$48.1$3.56$2.67$0.90
2013Summary only. Only limited summary data is available for this year.$48.6$0.01$25.2$1.66$23.6
2012Summary only. Only limited summary data is available for this year.$24.6$0.04$1.41$4.01$2.59
2011Summary only. Only limited summary data is available for this year.$26.8$0.03$1.22$4.69$3.47