Civic Intelligence

Peninsula School Endowment and Trust Fund

990 • Fiscal year 2022 • EIN 94-2751105

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

Organization Profile
PO Box 1073 380 Hamilton AvePalo Alto, CA 94302

(650) 224-5484

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

10th percentile

-17%

Faster asset growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-9.4%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,444,253

Down $294,336 (-17%) from 2021

Net Assets

Down

$1,444,253

Down $294,336 (-17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin94th percentile

Revenue

Down

$80,122

Down $8,298 (-9.4%) from 2021

Expenses

Up

$26,697

Up $57 (+0.2%) from 2021

Net Income

Down

$53,425

Down $8,355 (-14%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $534,979Liabilities 2011: $32,200Net Assets 2011: $502,7792011Assets 2012: $629,109Liabilities 2012: $22,625Net Assets 2012: $606,4842012Assets 2013: $827,159Liabilities 2013: $0Net Assets 2013: $827,1692013Assets 2014: $874,344Liabilities 2014: $0Net Assets 2014: $874,3442014Assets 2015: $858,426Liabilities 2015: $0Net Assets 2015: $858,4262015Assets 2016: $913,271Liabilities 2016: $0Net Assets 2016: $913,2712016Assets 2017: $1,071,032Liabilities 2017: $0Net Assets 2017: $1,071,1322017Assets 2018: $1,023,459Liabilities 2018: $0Net Assets 2018: $1,023,4592018Assets 2019: $1,290,006Liabilities 2019: $0Net Assets 2019: $1,290,0062019Assets 2020: $1,416,133Liabilities 2020: $0Net Assets 2020: $1,416,1332020Assets 2021: $1,738,589Liabilities 2021: $0Net Assets 2021: $1,738,5892021Assets 2022: $1,444,253Liabilities 2022: $0Net Assets 2022: $1,444,2532022Assets 2023: $1,757,956Liabilities 2023: $0Net Assets 2023: $1,757,9562023Assets 2024: $2,065,183Liabilities 2024: $0Net Assets 2024: $2,065,1832024Assets 2025: $2,246,461Liabilities 2025: $0Net Assets 2025: $2,246,4612025

Highlighted filing

2022

Assets$1,444,253
Liabilities$0
Net Assets$1,444,253
Open 2022 Filing

Operations Trend

Revenue Growth27th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $37,039Expenses 2011: $20,500Net Income 2011: $16,5392011Revenue 2012: $46,971Expenses 2012: $21,100Net Income 2012: $25,8712012Revenue 2013: $151,522Expenses 2013: $23,700Net Income 2013: $127,8222013Revenue 2014: $100,694Expenses 2014: $25,300Net Income 2014: $75,3942014Revenue 2015: $73,902Expenses 2015: $28,600Net Income 2015: $45,3022015Revenue 2016: $72,624Expenses 2016: $32,300Net Income 2016: $40,3242016Revenue 2017: $95,032Expenses 2017: $34,500Net Income 2017: $60,5322017Revenue 2018: $68,862Expenses 2018: $31,800Net Income 2018: $37,0622018Revenue 2019: $182,325Expenses 2019: $610Net Income 2019: $181,7152019Revenue 2020: $60,569Expenses 2020: $66,837Net Income 2020: -$6,2682020Revenue 2021: $88,420Expenses 2021: $26,640Net Income 2021: $61,7802021Revenue 2022: $80,122Expenses 2022: $26,697Net Income 2022: $53,4252022Revenue 2023: $74,725Expenses 2023: $26,531Net Income 2023: $48,1942023Revenue 2024: $105,073Expenses 2024: $26,946Net Income 2024: $78,1272024Revenue 2025: $312,825Expenses 2025: $52,136Net Income 2025: $260,6892025

Highlighted filing

2022

Revenue$80,122
Expenses$26,697
Net Income$53,425
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Gross Receipts
$80,122
Mission and Program Overview

Mission

Annually contribute, without restrictions, to general fund of peninsula school, ltd., which is a 501(c)(3) organization. Also, build a nest egg for unforseen emergencies of that school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,738,589$1,444,253▼ $294,336
Total Assets$1,738,589$1,444,253▼ $294,336
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,738,589$1,444,253▼ $294,336
Total Net Assets Fund Balance$1,738,589$1,444,253▼ $294,336
Total Liabilities and Net Assets / Fund Balance$1,738,589$1,444,253▼ $294,336
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Alison ElliottTrustee
David QuinnTrustee
Jerry HearnTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$20,880
Program Service Revenue
$0
Investment Income
$59,242
Other Revenue
$0
Change in Net Assets
$53,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,000
Other Expenses$1,697
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Insurance-$881-$881
Fees for Services Accounting-$600-$600
Other Expenses-$50-$50
Total Functional Expenses$25,000$1,697$0$26,697
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Peninsula School LtdMenlo Park, CA501c3Support$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is prepared and presented to trustees for review. After approval, trustee signs the e-file authorization forms so that form 990 can be electronically filed.”

Form 990, Page 6, Part VI, Line 12C

“All trustees review the governance policies and then sign the "annual affirmation of governance policies by current trustees- and forward a copy by us mail or hand-deliver to trustee elliot for retention. (trustee elliott functions as the fund's secretary, in addition to being a trustee)”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Peninsula School Endowment and
EIN
94-2751105
Phone
6502245484
Address
PO BOX 1073 380 HAMILTON AVE, PALO ALTO, CA 94302

Signing Officer

Name
Alison Elliott
Title
Trustee
Phone
6502245484
Signed
2023-05-02

Organization Details

Principal Officer
Alison Elliott
Formed
1970
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Coastside Tax Consultants
Address
225 CABRILLO HWY S STE 105D, HALF MOON BAY, CA 94019-7205
Preparer
Cindy Chong
Phone
6507135089
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Investments owned by peninsula school endowment and trust fund on december 31,2022: 1734.525 shares dodfx 74,775.37 custodian: fidelity investments 790.341 shares dodgx 170,484.45 custodian: fidelity investments 4,939.436 shares prilx 232,301.67 custodian: fidelity investments 3273.340 shares pogrx 110,246.09 custodian: fidelity investments 674.012 shares vfiax 238,674.38 custodian: fidelity investments 1459.827 shares vig 221,674.72 custodian: fidelity investments 902.791 shares vug 192,393.79 custodian: fidelity investments 1,999.826 shares jpst 100,251.27 custodian: fidelity investments 942.345 shares vnq 77,724.61 custodian: fidelity investments 25,727.04 shares spaxx 25,727.04 custodian: fidelity investments total value as of 12/31/2022 is 1,444,253.39”

Raw XML Appendix304 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ANNUALLY CONTRIBUTE, WITHOUT RESTRICTIONS, TO GENERAL FUND OF PENINSULA SCHOOL, LTD., WHICH IS A 501(C)(3) ORGANIZATION. ALSO, BUILD A NEST EGG FOR UNFORSEEN EMERGENCIES OF THAT SCHOOL.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0ALISON ELLIOTT
IRS990/BooksInCareOfDetail/PhoneNum06502245484
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0216 MARMONA DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MENLO PARK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094025
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt020880
IRS990/CYGrantsAndSimilarPaidAmt025000
IRS990/CYInvestmentIncomeAmt059242
IRS990/CYOtherExpensesAmt01697
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt053425
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt026697
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt080122
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0ORGANIZATION CONTINUES TO SUPPORT THE PENINSULA SCHOOL.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt025000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0600
IRS990/FeesForServicesAccountingGrp/TotalAmt0600
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0ALISON ELLIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm1JERRY HEARN
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID QUINN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt038456
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt025000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt038456
IRS990/GrossReceiptsAmt080122
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0881
IRS990/InsuranceGrp/TotalAmt0881
IRS990/InvestmentIncomeGrp/ExclusionAmt020786
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020786
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01738589
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01444253
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ANNUALLY CONTRIBUTE, WITHOUT RESTRICTIONS, TO GENERAL FUND OF PENINSULA SCHOOL, LTD., WHICH IS A 501(C)(3) ORGANIZATION. ALSO, BUILD A NEST EGG FOR UNFORSEEN EMERGENCIES OF THAT SCHOOL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01738589
IRS990/NetAssetsOrFundBalancesEOYAmt01444253
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt038456
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt038456
IRS990/NetUnrlzdGainsLossesInvstAmt0-347761
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01738589
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01444253
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0POSTAGE
IRS990/OtherExpensesGrp/Desc1TAXES AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0166
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150
IRS990/OtherExpensesGrp/TotalAmt0166
IRS990/OtherExpensesGrp/TotalAmt150
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ALISON ELLIOTT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt034565
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt025000
IRS990/PYInvestmentIncomeAmt053855
IRS990/PYOtherExpensesAmt01640
IRS990/PYRevenuesLessExpensesAmt061780
IRS990/PYTotalExpensesAmt026640
IRS990/PYTotalRevenueAmt088420
IRS990/ReconcilationRevenueExpnssAmt053425
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt020880
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941186181
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt025000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PENINSULA SCHOOL LTD
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0PENINSULA SCHOOL LTD
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt025000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PENINSULA SCHOOL LTD
IRS990ScheduleI/RecipientTable/RecipientEIN0941186181
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0920 PENINSULA WAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MENLO PARK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094025
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED AND PRESENTED TO TRUSTEES FOR REVIEW. AFTER APPROVAL, TRUSTEE SIGNS THE E-FILE AUTHORIZATION FORMS SO THAT FORM 990 CAN BE ELECTRONICALLY FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL TRUSTEES REVIEW THE GOVERNANCE POLICIES AND THEN SIGN THE "ANNUAL AFFIRMATION OF GOVERNANCE POLICIES BY CURRENT TRUSTEES- AND FORWARD A COPY BY US MAIL OR HAND-DELIVER TO TRUSTEE ELLIOT FOR RETENTION. (TRUSTEE ELLIOTT FUNCTIONS AS THE FUND'S SECRETARY, IN ADDITION TO BEING A TRUSTEE)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENTS OWNED BY PENINSULA SCHOOL ENDOWMENT AND TRUST FUND ON DECEMBER 31,2022: 1734.525 SHARES DODFX 74,775.37 CUSTODIAN: FIDELITY INVESTMENTS 790.341 SHARES DODGX 170,484.45 CUSTODIAN: FIDELITY INVESTMENTS 4,939.436 SHARES PRILX 232,301.67 CUSTODIAN: FIDELITY INVESTMENTS 3273.340 SHARES POGRX 110,246.09 CUSTODIAN: FIDELITY INVESTMENTS 674.012 SHARES VFIAX 238,674.38 CUSTODIAN: FIDELITY INVESTMENTS 1459.827 SHARES VIG 221,674.72 CUSTODIAN: FIDELITY INVESTMENTS 902.791 SHARES VUG 192,393.79 CUSTODIAN: FIDELITY INVESTMENTS 1,999.826 SHARES JPST 100,251.27 CUSTODIAN: FIDELITY INVESTMENTS 942.345 SHARES VNQ 77,724.61 CUSTODIAN: FIDELITY INVESTMENTS 25,727.04 SHARES SPAXX 25,727.04 CUSTODIAN: FIDELITY INVESTMENTS TOTAL VALUE AS OF 12/31/2022 IS 1,444,253.39
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01738589
IRS990/TotalAssetsEOYAmt01444253
IRS990/TotalAssetsGrp/BOYAmt01738589
IRS990/TotalAssetsGrp/EOYAmt01444253
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt020880
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01697
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025000
IRS990/TotalFunctionalExpensesGrp/TotalAmt026697
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01738589
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01444253
IRS990/TotalProgramServiceExpensesAmt025000
IRS990/TotalRevenueGrp/ExclusionAmt059242
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080122
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01738589
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01444253
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0216 MARMONA DRIVE
IRS990/USAddress/CityNm0MENLO PARK
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094025
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON ELLIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06502245484
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENINSULA SCHOOL ENDOWMENT AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0PENI
ReturnHeader/Filer/EIN0942751105
ReturnHeader/Filer/PhoneNum06502245484
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1073 380 HAMILTON AVE
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823120630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COASTSIDE TAX CONSULTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 CABRILLO HWY S STE 105D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HALF MOON BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0940197205
ReturnHeader/PreparerPersonGrp/PhoneNum06507135089
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY CHONG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-12T19:28:02-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALISON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLIOTT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,444,253
Liabilities
$0
Net assets
$1,444,253
Revenue
$80,122
Expenses
$26,697
Net income
$53,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.31$0.05$0.26
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.11$0.03$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.07$0.03$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.08$0.03$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.09$0.03$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.06$0.07$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.18$0.00$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.07$0.03$0.04
2017Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.10$0.03$0.06
2016Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.07$0.03$0.04
2015Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.07$0.03$0.05
2014Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$0.10$0.03$0.08
2013Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.15$0.02$0.13
2012Summary only. Only limited summary data is available for this year.$0.63$0.02$0.61$0.05$0.02$0.03
2011Summary only. Only limited summary data is available for this year.$0.53$0.03$0.50$0.04$0.02$0.02