Civic Intelligence

Ramsay Family Foundation

990PF • Fiscal year 2016 • EIN 94-2415607

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 06, 2017

Organization Profile
PO Box 193809San Francisco, CA 94119-3809

(415) 284-8673

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

30th percentile

0.07x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

81st percentile

14%

Faster asset growth than 81% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

1.3%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$16,335,760

Up $2,001,238 (+14%) from 2015

Net Assets

Up

$16,115,760

Up $2,626,238 (+19%) from 2015

Liabilities

Down

$220,000

Down $625,000 (-74%) from 2015

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin94th percentile

Revenue

Up

$2,944,963

Up $38,390 (+1.3%) from 2015

Expenses

Up

$943,725

Up $207,743 (+28%) from 2015

Net Income

Down

$2,001,238

Down $169,353 (-7.8%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$60M$40M$20M$0Assets 2011: $6,009,743Liabilities 2011: $825,0002011Assets 2012: $7,923,594Liabilities 2012: $608,9952012Assets 2013: $9,880,127Liabilities 2013: $401,3942013Assets 2014: $12,175,210Liabilities 2014: $1,071,2792014Assets 2015: $14,334,522Liabilities 2015: $845,000Net Assets 2015: $13,489,5222015Assets 2016: $16,335,760Liabilities 2016: $220,000Net Assets 2016: $16,115,7602016Assets 2017: $19,589,056Liabilities 2017: $168,617Net Assets 2017: $19,420,4392017Assets 2018: $20,955,970Liabilities 2018: $131,833Net Assets 2018: $20,824,1372018Assets 2019: $22,502,388Liabilities 2019: $4,150,000Net Assets 2019: $18,352,3882019Assets 2020: $23,585,327Liabilities 2020: $4,585,000Net Assets 2020: $19,000,3272020Assets 2021: $39,669,382Liabilities 2021: $3,623,361Net Assets 2021: $36,046,0212021Assets 2022: $41,825,270Liabilities 2022: $0Net Assets 2022: $41,825,2702022Assets 2023: $43,279,901Liabilities 2023: $0Net Assets 2023: $43,279,9012023Assets 2024: $48,602,077Liabilities 2024: $2,898Net Assets 2024: $48,599,1792024

Highlighted filing

2016

Assets$16,335,760
Liabilities$220,000
Net Assets$16,115,760
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

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

$20M$15M$10M$5.0M$0Revenue 2011: $2,143,663Expenses 2011: $419,251Net Income 2011: $1,724,4122011Revenue 2012: $2,305,964Expenses 2012: $396,108Net Income 2012: $1,909,8562012Revenue 2013: $2,386,035Expenses 2013: $426,901Net Income 2013: $1,959,1342013Revenue 2014: $2,965,361Expenses 2014: $680,163Net Income 2014: $2,285,1982014Revenue 2015: $2,906,573Expenses 2015: $735,982Net Income 2015: $2,170,5912015Revenue 2016: $2,944,963Expenses 2016: $943,725Net Income 2016: $2,001,2382016Revenue 2017: $3,696,158Expenses 2017: $466,479Net Income 2017: $3,229,6792017Revenue 2018: $2,094,686Expenses 2018: $710,988Net Income 2018: $1,383,6982018Revenue 2019: $3,027,930Expenses 2019: $1,474,679Net Income 2019: $1,553,2512019Revenue 2020: $2,529,598Expenses 2020: $1,446,659Net Income 2020: $1,082,9392020Revenue 2021: $17,626,035Expenses 2021: $1,625,341Net Income 2021: $16,000,6942021Revenue 2022: $3,622,139Expenses 2022: $1,382,890Net Income 2022: $2,239,2492022Revenue 2023: $2,904,016Expenses 2023: $1,449,385Net Income 2023: $1,454,6312023Revenue 2024: $7,406,773Expenses 2024: $2,087,495Net Income 2024: $5,319,2782024

Highlighted filing

2016

Revenue$2,944,963
Expenses$943,725
Net Income$2,001,238
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NONIE B RAMSAYPresident & Director-$0--
STEPHEN A RAMSAYCo-Vice President & Director-$0--
ANDREW C RAMSAYCo-Vice President & Director-$0--
SHELDON C RAMSAYDirector-$0--
STEPHEN D BECHTEL JRDirector-$0--
NANCY S HAIRDirector-$0--
LINDSAY G RAMSAYDirector-$0--
GEORGE T ARGYRISSecretary-$0--
SHU HUANGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ramsay Family Foundation
EIN
94-2415607
Phone
4152848673
Address
PO BOX 193809, SAN FRANCISCO, CA 94119-3809

Signing Officer

Name
Shu Huang
Title
Treasurer
Phone
4152848673
Signed
2017-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Farella Braun Martel Llp
Address
235 MONTGOMERY STREET SUITE 1800, SAN FRANCISCO, CA 94104
Preparer
Barbara a Murphy
Phone
4159544400
Raw XML AppendixShowing 400 of 681 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.

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AccountingFeesSchedule/AccountingFeesDetail/Amt118500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX & ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1AUDIT FEES
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt118500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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CompensationExplanation/CompensationExplanationGrp/PersonNm0ALL FOUNDATION OFFICERS
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0ALL FOUNDATION OFFICERS VOLUNTEER THEIR TIME ON AN AS NEEDED BASIS AS IT RELATES TO FOUNDATION MATTERS AND CHOOSE NOT TO BE COMPENSATED FOR THEIR SERVICES.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, LINE 1A(3)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART VII-B, LINE 1A(4)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2SCHEDULE B PART 1 COLUMN (C)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FREE RENT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1IRC SEC 4941(D)(2)(E), REG. 53.4941(D)-(3)(C)(2) EX.1
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2THE FOUNDATION DID NOT PROVIDE ANY GOODS OR SERVICES IN CONSIDERATION, IN WHOLE OR PART, FOR ANY CONTRIBUTIONS RECEIVED AS REPORTED ON SCHEDULE B.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BARON GROWTH FUND (24,380.687 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DODGE & COX INCOME FUND (187,170.151 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DODGE & COX INTL STOCK FUND (52,542.718 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DODGE & COX STOCK FUND (6,117.365 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4LONGLEAF PARTNERS SMALL CAP FUND (46,241.812 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5T ROWE PRICE GROWTH STOCK FUND (94,169.415 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6OTHER COMMON AND PREFERRED STOCKS - DETAILS AVAILABLE UPON REQUEST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF STOCKS-CHARLES SCHWAB ACCT#7305-4334- DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1OTHER CAPITAL LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-VICE PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-VICE PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 193809
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 193809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 193809
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8PO BOX 193809
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7SAN FRANCISCO
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0698131
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0403034
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044682
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.037473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.072722
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt09249
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015624458
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt014219015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt010765952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07745058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05542105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0914389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.248588
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0905140
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0914389
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt09249
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0914389
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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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/IndividualWithBooksNm0TREASURER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0199 FREMONT STREET 22ND FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04152848673
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/ContributingManagerNm0NONIE B RAMSAY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1STEPHEN D BECHTEL JR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0CAPITAL GRANT TOWARDS THE FUNDING OF THE OVERLOOK OF THE OAKLAND ZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0EAST BAY ZOOLOGICAL SOCIETY AKA OAKLAND ZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 5238
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd094605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt87500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt107500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt155000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1875000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1930000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20400000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HELP BRIDGE THE HEALTHCARE GAP THROUGHOUT THE SAN FRANCISCO BAY AREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12015/2016 ARTS EDUCATION & OUTREACH PROGRAM TO ENRICH STUDENTS' ACADEMIC LEARNING, ARTS APPRECIATION, AND CREATIVITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAM SUPPORT THROUGH SCHOLARSHIPS FOR THE STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32015 PLEDGE(2 OF 5): SERVONS FUND, WHICH HELPS PROVIDE SABBATICALS & EDUCATIONAL OPPORTUNITIES FOR THE FACULTY MEMBERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4BENEFIT PROGRAMS TO SUPPORT, EDUCATE & ADVOCATE CARE AT THE END OF LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT EDUCATIONAL PROGRAMS & ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT MASTERPIECE THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt72014 PLEDGE (3 OF 5) CAPITAL CAMPAIGN FOR NEW MAINTENANCE HUB PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8VETERINARY EXPENSES OF THE ANIMALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9APPLIED TO THE AREA OF GREATEST NEED AS DETERMINED BY FATHER CHARLES GAGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10EDUCATION EFFORTS IN CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11HELP RECRUIT & TRAIN THE NEXT GENERATION OF SEARCH TEAMS FOR THE GREATER BAY AREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12SUPPORT 2015/2016 SCHOOL PROGRAMS, TEACHER RESOURCES & PROFESSIONAL DEVELOPMENT SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13BETTY SHAPIRO ENDOWMENT FUND, TO DEVELOP AND MAINTAIN PARKS AND PUBLIC SPACES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt142016 PIEDMONT COMMUNITY CHURCH STEWARDSHIP CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15ANNUAL FUND'S EDUCATIONAL OUTREACH PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16ANNUAL BENEFIT CELEBRATION ON MARCH 19, 2016 TO BENEFIT/SUPPORT THE SCHOOL'S EXTRA-CURRICULAR PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17ANNUAL GOLF TOURNAMENT ON APRIL 21, 2016 TO BENEFIT SCS'S ATHLETIC PROGRAMS & THE REMODELING OF THE ATHLETIC FIELD.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18LANDSCAPING OF THE NEW REED HOUSE ON CAMPUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt192015/2016 SANTA CATALINA FUND TO HELP MAINTAIN THE TUITION ASSISTANCE PROGRAM, ATTRACT & RETAIN OUTSTANDING FACULTY, & TO OFFSET OTHER PRESSING OPERATIONAL NEEDS OF THE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt202014 PLEDGE(4 & 5 OF 5): LEGACY CAMPAIGN: 1ST APPLIED FOR INTERIM FUNDING OF THE LOWER SCHOOL & DRIVEWAY PROJECTS THEN TOWARDS RESTRICTED ENDOWMENT FOR TUITION ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt212014 PLEDGE(3 OF 5): LEGACY CAMPAIGN: 1ST APPLIED FOR INTERIM FUNDING OF THE LOWER SCHOOL & DRIVEWAY PROJECTS THEN TOWARDS RESTRICTED ENDOWMENT FOR TUITION ASSISTANCE

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$16,335,760
Liabilities
$220,000
Net assets
$16,115,760
Revenue
$2,944,963
Expenses
$943,725
Net income
$2,001,238
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$7.41$2.09$5.32
2023Detailed filing. Detailed filing data is available for this year.$43.3$0.00$43.3$2.90$1.45$1.45
2022Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$3.62$1.38$2.24
2021Detailed filing. Detailed filing data is available for this year.$39.7$3.62$36.0$17.6$1.63$16.0
2020Detailed filing. Detailed filing data is available for this year.$23.6$4.59$19.0$2.53$1.45$1.08
2019Detailed filing. Detailed filing data is available for this year.$22.5$4.15$18.4$3.03$1.47$1.55
2018Detailed filing. Detailed filing data is available for this year.$21.0$0.13$20.8$2.09$0.71$1.38
2017Detailed filing. Detailed filing data is available for this year.$19.6$0.17$19.4$3.70$0.47$3.23
2016Detailed filing. Detailed filing data is available for this year.$16.3$0.22$16.1$2.94$0.94$2.00
2015Detailed filing. Detailed filing data is available for this year.$14.3$0.85$13.5$2.91$0.74$2.17
2014Summary only. Only limited summary data is available for this year.$12.2$1.07$2.97$0.68$2.29
2013Summary only. Only limited summary data is available for this year.$9.88$0.40$2.39$0.43$1.96
2012Summary only. Only limited summary data is available for this year.$7.92$0.61$2.31$0.40$1.91
2011Summary only. Only limited summary data is available for this year.$6.01$0.83$2.14$0.42$1.72