Civic Intelligence

Erik E and Edith H Bergstrom Foundation a Charitable Trust

990PF • Fiscal year 2023 • EIN 91-2155835

Oct 01, 2022 to Sep 30, 2023 • Filed on Jul 25, 2024

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

30th percentile

0.04x

Higher debt load relative to assets than 30% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.67x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$317,437

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-55%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$203,401,314

Up $21,192,459 (+12%) from 2022

Net Assets

Up

$194,665,489

Up $17,663,164 (+10.0%) from 2022

Liabilities

Up

$8,735,825

Up $3,529,295 (+68%) from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin14th percentile

Revenue

Down

$12,990,841

Down $15,611,958 (-55%) from 2022

Expenses

Up

$15,916,682

Up $5,754,109 (+57%) from 2022

Net Income

Down

-$2,925,841

Down $21,366,067 (-116%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2023

Assets$203,401,314
Liabilities$8,735,825
Net Assets$194,665,489
Open 2023 Filing

Operations Trend

Revenue Growth6th 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

2023

Revenue$12,990,841
Expenses$15,916,682
Net Income-$2,925,841
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 25, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA R BOLOUSTrustee/Chief Operating OfficerFT$285,654$31,783$317,437
JANET GREIGTrustee-$30,000-$30,000
WYLIE GREIGTrustee-$30,000-$30,000
RODRIGO BARILLASTrustee-$15,000-$15,000
EDITH H BERGSTROMTrustee/Co-Founder-$7,500-$7,500
Filing and Contact Details

Filer

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

Signing Officer

Name
Ann Shulman
Title
Executive Director
Phone
6503230596
Signed
2024-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Llp
Address
2700 CAMINO RAMON STE 350, SAN RAMON, CA 94583-5004
Preparer
Matthew Petroski
Phone
9257902600
Raw XML AppendixShowing 400 of 839 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/Amt048825
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt024412
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt024413
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS WILL BE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS WILL BE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0ASOCIACION PRO-BIENESTAR DE LA FAMILIA DE GUATEMALA (APROFAM)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1ASOCIACION PRO-BIENESTAR DE LA FAMILIA DE GUATEMALA (APROFAM)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt010/15/22, 10/31/22, 11/15/22, 12/15/22, 1/15/23 & 1/31/23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt12/15/23, 3/15/23, 4/15&30/23, 5/15/23, 6/15/23, 7/15&31/23, 8/15/23, 9/15/23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0377638
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt1303783
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt09A CALLE 0-57 ZONA 1
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt19A CALLE 0-57 ZONA 1
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm0GUATEMALA CITY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm1GUATEMALA CITY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd0GT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd1GT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0377638
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1460876
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02022-12-21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12023-12-31
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. THE PROJECT IS PROGRESSING AS STATED IN THE PROPOSAL. THEY HAVE REACHED MOST OF THEIR OBJECTIVES BY THE END OF THE PROJECT. THE FOUNDATION HAS ZOOM CALLS WITH STAFF FROM APROFAM TO TALK ABOUT THE PROJECT. TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS SUBMITTED BY THE GRANTEE NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1APROFAM IS THE MEMBER ASSOCIATION IN GUATEMALA OF THE INTERNATIONAL PLANNED PARENTHOOD FEDERATION. THE PROJECT IS PROGRESSING AS STATED IN THE PROPOSAL. THEY HAVE REACHED MOST OF THEIR OBJECTIVES BY THE END OF THE PROJECT. THE FOUNDATION HAS ZOOM CALLS WITH STAFF FROM APROFAM TO TALK ABOUT THE PROJECT. TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS SUBMITTED BY THE GRANTEE NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01431000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1125155664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29039750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32530000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44025400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5707184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt612768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72411875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8155500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91696500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt104114000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1112076726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12557700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134414335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt147820380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01431000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1125155664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29039750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32530000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44025400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5707184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt612768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72411875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8155500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91696500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104114000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1112076726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12557700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134414335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt147820380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABERDEEN EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADAMS EXPRESS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CENTER SECURITIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3COHEN & STEERS QUALITY REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ELLSWORTH GROWTH AND INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5PIMCO DYNAMIC INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6RENN FUND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7SOURCE CAPITAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8TEKLA HEALTHCARE INVESTMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9TEMPLETON EMERGING MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10GENERAL AMERICAN INVESTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12GABELLI GLOBAL HEALTHCARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CLOSED END FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FIDELITY GOVERNMENT PORTFOLIO INSTITUTIONAL
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04103445
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08887064
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CREDIT CARD REWARDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0332
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt012990841
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012990841
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt024412
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt024413
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt048825
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08887064
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0202827
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0142827
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0368154
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010049932
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013424790
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04103445
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04103445
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2925841
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021198061
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0196
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0196
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt057756
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt060036
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0120072
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08887064
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011769607
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0216337
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt0216338
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0432675
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt046683
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt034513
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt081196
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0332
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0145151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0626867
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0788390
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt065323
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt085127
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0170253
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0975
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0420962
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010839980
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01220902
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015916682
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012990509
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012990841
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0790048
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01220902
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02491892
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt030584
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt030585
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt061169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012310997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08887064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08887064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021198061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08887064
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2925841
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt020589005
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0194665489
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0177002325
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0194665489
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08610562
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08610562
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08610562
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08774160
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0163598
IRS990PF/DistributableAmountGrp/TotalTaxAmt0163598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0211362
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0374960
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0163598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0211362
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0163598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0163598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0374960
IRS990PF/FMVAssetsEOYAmt0203401314
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03618
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0128101
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0155415483
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0176148782
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0176148782
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt020538715
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt023460973
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt04970612
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt08345470
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0156463610
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0171204516
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt020538715
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt023460973
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt023460973
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0232300
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0262254
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0211362
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0211362
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06254657
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03580197
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03580197
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0182208855
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0203401314
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0203401314
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05206530
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08735825
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0182208855
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0203401314
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0177002325
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0194665489
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0178155530
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07125918
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0171029612
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02672333
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08774160
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0175483197
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0178155530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0121617
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt180929
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt292525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt372557
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt017482
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt116367
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt22784
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt31236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt0825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt1825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt2825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt3825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0ALEXIS BARAB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1CLAIRE KNIGHTLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2ANJALI UPADHYAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3ANA ISABEL FREID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1DATA & ACCOUNTING AS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2SENIOR PROGRAM ASSOC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3PROGRAM ASSOCIATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd294302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd394302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CLOSED-END FUND ADVISORS INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1ASPIRIANT WEALTH MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2PHILANTHROPY ASSOCIATES LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3FRANCIS NDAMAJE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4ADLER & COLVIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0237615
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2141769
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt393208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt465142
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt0PLOT 247 ACCESS BUILDING RUBAGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine2Txt0ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm0KAMPALA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd0UG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3REGIONAL PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4LEGAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt07204 GLENFOREST DR STE 105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt150 CALIFORNIA STREET STE 2600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt21038 MERCED STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3135 MAIN STREET 20TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2BERKELEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd023226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd194111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd294707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd394105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt130000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt230000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt315000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4285654
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt430958
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt4825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDITH H BERGSTROM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANET GREIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WYLIE GREIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RODRIGO BARILLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JULIA R BOLOUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/CO-FOUNDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE/CHIEF OPERATING OFFICER
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt010839980
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt010839980
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
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/SubjToTaxRmnrtnExPrchtPymtInd00
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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 520
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALO ALTO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0943020520
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ANN SHULMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum06503230596
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EDITH H BERGSTROM
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0110876
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1177129
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt21444353
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt3312061
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt42597613

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$203,401,314
Liabilities
$8,735,825
Net assets
$194,665,489
Revenue
$12,990,841
Expenses
$15,916,682
Net income
-$2,925,841
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