Civic Intelligence

Erik E and Edith H Bergstrom Foundation a Charitable Trust

990PF • Fiscal year 2017 • EIN 91-2155835

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 08, 2018

Organization Profile
PO Box 520Palo Alto, CA 94302-0520

(650) 323-0596

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.04x

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

2017 filings • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.47x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

9th percentile

$15,000

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • $100M-$250M nonprofits • Source year 2017

Asset Growth

84th percentile

16%

Faster asset growth than 84% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-1.3%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$115,799,969

Up $16,194,643 (+16%) from 2016

Net Assets

Up

$110,795,000

Up $18,991,993 (+21%) from 2016

Liabilities

Down

$5,004,969

Down $2,797,350 (-36%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin90th percentile

Revenue

Down

$10,744,494

Down $143,552 (-1.3%) from 2016

Expenses

Up

$5,848,142

Up $269,416 (+4.8%) from 2016

Net Income

Down

$4,896,352

Down $412,968 (-7.8%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$300M$200M$100M$0Assets 2011: $63,541,084Liabilities 2011: $17,284,4032011Assets 2012: $77,525,527Liabilities 2012: $16,060,2472012Assets 2013: $80,890,822Liabilities 2013: $9,103,1092013Assets 2014: $93,270,896Liabilities 2014: $8,233,9312014Assets 2015: $92,356,237Liabilities 2015: $7,638,224Net Assets 2015: $84,718,0132015Assets 2016: $99,605,326Liabilities 2016: $7,802,319Net Assets 2016: $91,803,0072016Assets 2017: $115,799,969Liabilities 2017: $5,004,969Net Assets 2017: $110,795,0002017Assets 2018: $128,467,536Liabilities 2018: $6,841,740Net Assets 2018: $121,625,7962018Assets 2019: $175,816,206Liabilities 2019: $7,210,811Net Assets 2019: $168,605,3952019Assets 2020: $182,829,101Liabilities 2020: $6,842,730Net Assets 2020: $175,986,3712020Assets 2021: $225,321,500Liabilities 2021: $6,994,740Net Assets 2021: $218,326,7602021Assets 2022: $182,208,855Liabilities 2022: $5,206,530Net Assets 2022: $177,002,3252022Assets 2023: $203,401,314Liabilities 2023: $8,735,825Net Assets 2023: $194,665,4892023Assets 2024: $256,021,047Liabilities 2024: $10,146,162Net Assets 2024: $245,874,8852024

Highlighted filing

2017

Assets$115,799,969
Liabilities$5,004,969
Net Assets$110,795,000
Open 2017 Filing

Operations Trend

Revenue Growth25th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $2,604,676Expenses 2011: $2,254,177Net Income 2011: $350,4992011Revenue 2012: $3,641,364Expenses 2012: $2,049,578Net Income 2012: $1,591,7862012Revenue 2013: $4,468,518Expenses 2013: $1,643,870Net Income 2013: $2,824,6482013Revenue 2014: $7,031,441Expenses 2014: $2,407,389Net Income 2014: $4,624,0522014Revenue 2015: $10,490,575Expenses 2015: $2,686,976Net Income 2015: $7,803,5992015Revenue 2016: $10,888,046Expenses 2016: $5,578,726Net Income 2016: $5,309,3202016Revenue 2017: $10,744,494Expenses 2017: $5,848,142Net Income 2017: $4,896,3522017Revenue 2018: $9,791,293Expenses 2018: $9,030,853Net Income 2018: $760,4402018Revenue 2019: $17,096,749Expenses 2019: $9,183,865Net Income 2019: $7,912,8842019Revenue 2020: $13,150,451Expenses 2020: $8,387,049Net Income 2020: $4,763,4022020Revenue 2021: $10,834,938Expenses 2021: $11,174,667Net Income 2021: -$339,7292021Revenue 2022: $28,602,799Expenses 2022: $10,162,573Net Income 2022: $18,440,2262022Revenue 2023: $12,990,841Expenses 2023: $15,916,682Net Income 2023: -$2,925,8412023Revenue 2024: $41,518,088Expenses 2024: $14,386,091Net Income 2024: $27,131,9972024

Highlighted filing

2017

Revenue$10,744,494
Expenses$5,848,142
Net Income$4,896,352
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 8, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDITH H BERGSTROMCo-Exec Director/TrusteePT$15,000-$15,000
JANET GREIGTrustee-$15,000-$15,000
WYLIE GREIGTrustee-$15,000-$15,000
JULIA R BOLOUSChief Operating Officer / TrusteePT$5,000-$5,000
ERIK E BERGSTROM DOD 3817Co-Exec DirectorFT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantIPFFThese funds provide partial support to increase access contraception in BoliviaPCNew York, NY, US$884,750
Paid GrantMSIThese funds are being used to improve reproductive health services in the Departments of PandoPCWashington, DC, US$733,500
Paid GrantAsociacion Pro-Bienestar de la Familia de GuatemalaFor work in GuatemalaNCGuatemala City, GT$678,624
Paid GrantPhilanthropic VenturesThese funds provide support for the improvement of reproductive health in Bolivia.PCOakland, CA, US$550,887
Paid GrantPopulation Media CenterFor a Spanish radio serial drama project in Guatemala to promote young people staying in schoolPCSouth Burlington, VT, US$300,000
Paid GrantDKT InternationalThese funds will be used for work in MozambiquePCWashington, DC, US$221,423
Paid GrantOne World Children's FundFor work in Migori County, Kenya.PCSan Francisco, CA, US$196,500
Paid GrantWINGSFor the project Increasing Access to Contraception in GuatemalaPCSt Paul, MN, US$178,000
Paid GrantPathfinder InternationalFor work in MozambiquePCWatertown, MA, US$100,000
Paid GrantRegents at the University of CaliforniaFor the project titled Integrating Comprehensive Abortion Services and Family Planning ServicesPCBerkeley, CA, US$80,000
Paid GrantWorld Learning IncFor scholarship fundPCBrattleboro, VT, US$50,000
Paid GrantButler Institute of American ArtFor air Conditioning Engineering and Stain Window coveringsPCYoungstown, OH, US$25,000
Paid GrantGlobal ConservationFor work in The MiradorPCPortola Valley, CA, US$25,000
Paid GrantGlobal HeritageFor work in Ciudad PerdidaPCPalo Alto, CA, US$25,000
Paid GrantHeifer InternationalFor the project titled Tanzania Mbozi Farmer Livelihood Improvement Project.PCLittle Rock, AR, US$25,000
Paid GrantImperial County Historical SocietyThese funds will go towards the Rose School and Estelle Station ProjectsPCImperial, CA, US$25,000
Paid GrantLwalla Community AllianceFor work in Migori County, KenyaPCNashville, TN, US$25,000
Paid GrantPalm Springs Art MuseumThese funds will be used for the Exhibition titled Women of Abstract Expressionism.PCPalm Springs, CA, US$25,000
Paid GrantSolar Cookers InternationalThese funds will be used for the distribution of 550 CooKits in Kenya.PCSacramento, CA, US$25,000
Paid GrantTeen Success IncTo provide a peer educational support group and individual coaching for Teen mothers and their childPCMilpitas, CA, US$25,000
Paid GrantThe University of Wyoming FoundationThese funds will be used for the distribution of 550 CooKits in KenyaPCLaramie, WY, US$25,000
Paid GrantWallawa Land Trustto assist with the purchase of the conservation easementPCEnterprise, OR, US$25,000
Paid GrantWhitman CollegeThis grant will fund the Erik E. and Edith H. Bergstrom Foundation ScholarshipsPCWalla Walla, WA, US$25,000
Paid GrantPopulation ConnectionThese funds will fund the World of 7 Billion Website and the World of 7 Billion Student Contest.PCWashington, DC, US$15,000
Paid GrantThe Albert Baker Fundchallenge grantPCSacramento, CA, US$12,000
Paid GrantNational Museum of Woman in the ArtsFor the Matching Gift Campaign.PCWashington, DC, US$10,000
Paid GrantYakima Museum of ArtTo upgrade their security system.PCYakima, WA, US$6,000
Paid GrantPlanned Parenthood of Greater Washington and North IdahoThese funds will be used for general support.PCYakima, WA, US$5,000
Filing and Contact Details

Filer

Filer Name
Erik E and Edith H Bergstrom Foundation
EIN
91-2155835
Phone
6503230596
Address
PO BOX 520, PALO ALTO, CA 94302-0520

Signing Officer

Name
edith h BERGSTROM
Title
trustee
Phone
6503230596
Signed
2018-02-08
Discuss with paid preparer
Yes

Preparer

Firm
deloitte tax llp
Address
555 MISSION STREET, SAN FRANCISCO, CA 94105
Preparer
Joan S Mcmahon
Phone
4157834000
Raw XML AppendixShowing 400 of 814 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/Amt041553
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt020776
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt020777
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0ASOCIACION PRO-BIENESTAR DE LA FAMILIA DE GUATEMALA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1ASOCIACION PRO-BIENESTAR DE LA FAMILIA DE GUATEMALA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt010/13/16, 11/11/16, 12/16/16, 1/6/17, 2/13/17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt13/9/17, 4/11/17, 5/11/17, 6/13/17, 7/10/17, 8/14/17, 9/20/17, 10/16/17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0644302
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt1597004
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt09A CALLE0-57 ZONA 1
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt19A CALLE0-57 ZONA 1
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm0GUATEMALA cITY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm1GUATEMALA cITY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd0GT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd1GT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0644302
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1598445
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02016-01-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12017-01-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0Help support activities in Guatemala to expand and improve services for reproductive health.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1Help support activities in Guatemala to expand and improve services for reproductive health.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0APROFAM is the Member Association in Guatemala of the International Planned Parenthood Federation.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1APROFAM is the Member Association in Guatemala of the International Planned Parenthood Federation.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt093693600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15428500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23602000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3889200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42212100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61435300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7208200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82455600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt093693600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15428500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23602000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3889200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42212100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61435300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7208200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82455600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0adams express company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CENTRAL SECURITIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2GENERAL AMERICAN INVESTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3LATIN AMERICA EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4SOURCE CAPITAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5RENN FUND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ELLSWORTH FUND LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ASIA PACIFIC FD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMERICAN INTL GROUP INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01483208
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05598336
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07081544
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07081544
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt020776
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt020777
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt041553
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05493238
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04321684
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04948175
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03662950
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01415362
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01483208
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04896352
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt015892
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt051846
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt015994
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt015994
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt031987
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05598336
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06646566
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0160146
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt0155147
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0310293
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt013645
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt023679
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0108912
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt025736
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt025737
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt051473
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0244288
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04612788
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0262034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05848142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06908600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010744494
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0291104
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0262034
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0899967
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04807
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt04808
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt09615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0216018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15277220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0216018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15277220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICALLY TRADED STOCKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05493238
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04896352
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0288350
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt014383991
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0111083350
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt091803007
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0110795000
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04894820
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04894820
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04894820
IRS990PF/DistributableAmountGrp/IncomeTaxAmt05342
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04966628
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt066466
IRS990PF/DistributableAmountGrp/TotalTaxAmt071808
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02003
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt066466
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt066466
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt066466
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt068469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0115799969
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt019003
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt022403
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt016711
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016734
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt016734
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt094434534
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0109934486
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0109934486
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt02450426
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt03162808
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05111927
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05848749
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05848749
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05332890
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01819758
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt042154
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt04738335
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt05298723
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt099605326
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0115799969
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0115799969
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07802319
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05004969
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt099605326
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0115799969
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt091803007
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0110795000
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt087064672
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0105496277
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt01009422
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0100845233
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt018001
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0101836654
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01512678
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04966628
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt099332555
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0101854655
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0166602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1127039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt026700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JULIA RITA BOLOUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1SARAH JANE HOLCOMBE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CHIEF OPERATING OFFI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM OFFICER FOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt115000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt315000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt415000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ERIK E BERGSTROM DOD 3817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDITH H BERGSTROM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JULIA R BOLOUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JANET GREIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WYLIE GREIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-EXEC DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-EXEC DIRECTOR/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CHIEF OPERATING OFFICER / TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PALO ALTO
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/ZIPCd094302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02647113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02713579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03388165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02232939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01437653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01226410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01433432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.026649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.040040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.026610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.019164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.020028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.027403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt066466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt099332555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt084619781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt083913164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt075017960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt061236000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt052308952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04612788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.133245
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04546322
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04612788
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt066466
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04612788
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JULIA RITA BOLOUS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 520
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALO ALTO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0924030520
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06503230596
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ERIK E BERGSTROM DOD 3817
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0220791
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1976720
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2429731
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt4250000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt515000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt6300000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0These funds will be used for work in Tanzania
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1For work in Honduras.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2These funds will provide funds to work in Uganda
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3For work in Shinyanga district, Tanzania on the project entitled Maamuzi Yako; Kesho Yako.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4These funds provide support for the improvement of reproductive health in Bolivia.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5These funds will fund the World of 7 Billion Website and the World of 7 Billion Student Contest.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt6For a Kirundi-language radio serial drama project in Burundi titled Agashi 2.0
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt7For the project titled Integrating Comprehensive Abortion Services and Family Planning Services
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0DKT International
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1IPFF
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2One World Children's Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3Pathfinder International
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4Philanthropic Ventures
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt5Population Connection
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt6Population Media Center
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt7Regents at the University of California
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt01701 K Street NW Suite 900
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1120 Wall Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt21016 Lincoln BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt39 Galen Street 217
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt41222 Preservation Park Way
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt52120 L Street NW Suite 500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt630 Kimball Avenue Suite 302
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt72195 Hearts Avenue Room 130F
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3Watertown
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm4Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm5Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm6South Burlington
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm7Berkeley
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd5DC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,799,969
Liabilities
$5,004,969
Net assets
$110,795,000
Revenue
$10,744,494
Expenses
$5,848,142
Net income
$4,896,352
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$256$10.1$246$41.5$14.4$27.1
2023Detailed filing. Detailed filing data is available for this year.$203$8.74$195$13.0$15.9$2.93
2022Detailed filing. Detailed filing data is available for this year.$182$5.21$177$28.6$10.2$18.4
2021Detailed filing. Detailed filing data is available for this year.$225$6.99$218$10.8$11.2$0.34
2020Detailed filing. Detailed filing data is available for this year.$183$6.84$176$13.2$8.39$4.76
2019Detailed filing. Detailed filing data is available for this year.$176$7.21$169$17.1$9.18$7.91
2018Detailed filing. Detailed filing data is available for this year.$128$6.84$122$9.79$9.03$0.76
2017Detailed filing. Detailed filing data is available for this year.$116$5.00$111$10.7$5.85$4.90
2016Detailed filing. Detailed filing data is available for this year.$99.6$7.80$91.8$10.9$5.58$5.31
2015Detailed filing. Detailed filing data is available for this year.$92.4$7.64$84.7$10.5$2.69$7.80
2014Summary only. Only limited summary data is available for this year.$93.3$8.23$7.03$2.41$4.62
2013Summary only. Only limited summary data is available for this year.$80.9$9.10$4.47$1.64$2.82
2012Summary only. Only limited summary data is available for this year.$77.5$16.1$3.64$2.05$1.59
2011Summary only. Only limited summary data is available for this year.$63.5$17.3$2.60$2.25$0.35