Civic Intelligence

Peninsula School Endowment and Trust Fund

990 • Fiscal year 2025 • EIN 94-2751105

Jan 01, 2025 to Dec 31, 2025

Organization Profile
380 Hamilton Avenue PO Box 1073Palo Alto, CA 94302

(650) 207-2812

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

64th percentile

8.8%

Faster asset growth than 64% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

198%

Faster revenue growth than 97% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,246,461

Up $181,278 (+8.8%) from 2024

Net Assets

Up

$2,246,461

Up $181,278 (+8.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin97th percentile

Revenue

Up

$312,825

Up $207,752 (+198%) from 2024

Expenses

Up

$52,136

Up $25,190 (+93%) from 2024

Net Income

Up

$260,689

Up $182,562 (+234%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2025

Assets$2,246,461
Liabilities$0
Net Assets$2,246,461
Open 2025 Filing

Operations Trend

Revenue Growth97th 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

2025

Revenue$312,825
Expenses$52,136
Net Income$260,689
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 12, 2026
Return Version
2025v4.0
Gross Receipts
$816,148
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$2,065,183$2,246,461▲ $181,278
Total Assets$2,065,183$2,246,461▲ $181,278
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,065,183$2,246,461▲ $181,278
Total Net Assets Fund Balance$2,065,183$2,246,461▲ $181,278
Total Liabilities and Net Assets / Fund Balance$2,065,183$2,246,461▲ $181,278

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$2,065,183$8,840▲ $224,574-$2,246,461
2024$1,757,956$7,060▲ $327,113-$2,065,183
2023$1,444,253$13,100▲ $327,134-$1,757,956
2022$1,738,589$20,880▼ $288,519-$1,444,253
2021$1,416,133$34,565▲ $314,531-$1,738,589
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Alison ElliottTrustee
David QuinnTrustee
Ellen WilkinsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$8,840
Program Service Revenue
$0
Investment Income
$303,985
Other Revenue
$0
Change in Net Assets
$260,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$2,136
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Insurance-$1,080-$1,080
Fees for Services Accounting-$600-$600
Other Expenses-$75-$75
Total Functional Expenses$50,000$2,136$0$52,136
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Peninsula School LtdMenlo Park, CA501c3Support$50,000
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 david quinn for retention. (david quinn 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
6502072812
Address
380 HAMILTON AVENUE PO BOX 1073, PALO ALTO, CA 94302

Signing Officer

Name
David Quinn
Title
Trustee
Phone
6502072812
Signed
2026-03-12

Organization Details

Principal Officer
David Quinn
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
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 31,2025: -6057.337 shares prilx 340,058.89 custodian: fidelity investments -617.909 shares vfiax 390,419.62 custodian: fidelity investments -1,357.257 shares vig 298,297.94 custodian: fidelity investments -807.353 shares vug 393,875.23 custodian: fidelity investments -2,307.376 shares jpst 116,730.15 custodian: fidelity investments -5098.254 shares schf 122,562.02 custodian: fidelity investments -2478.643 shares stip 253,788.25 custodian: fidelity investments -5,119.370 shares vtip 253,204.04 custodian: fidelity investments -77,524.550 shares spaxx 77,524.550 custodian: fidelity investments total value as of 12/31/2025 is 2,246,460.69”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Support the general fund of peninsula school, ltd. And also, build a nest egg for unforseen emergencies of that school.”

Raw XML Appendix347 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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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01738589
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt025000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0314531
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SUPPORT THE GENERAL FUND OF PENINSULA SCHOOL, LTD. AND ALSO, BUILD A NEST EGG FOR UNFORSEEN EMERGENCIES OF THAT SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
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 DAVID QUINN FOR RETENTION. (DAVID QUINN 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 31,2025: -6057.337 SHARES PRILX 340,058.89 CUSTODIAN: FIDELITY INVESTMENTS -617.909 SHARES VFIAX 390,419.62 CUSTODIAN: FIDELITY INVESTMENTS -1,357.257 SHARES VIG 298,297.94 CUSTODIAN: FIDELITY INVESTMENTS -807.353 SHARES VUG 393,875.23 CUSTODIAN: FIDELITY INVESTMENTS -2,307.376 SHARES JPST 116,730.15 CUSTODIAN: FIDELITY INVESTMENTS -5098.254 SHARES SCHF 122,562.02 CUSTODIAN: FIDELITY INVESTMENTS -2478.643 SHARES STIP 253,788.25 CUSTODIAN: FIDELITY INVESTMENTS -5,119.370 SHARES VTIP 253,204.04 CUSTODIAN: FIDELITY INVESTMENTS -77,524.550 SHARES SPAXX 77,524.550 CUSTODIAN: FIDELITY INVESTMENTS TOTAL VALUE AS OF 12/31/2025 IS 2,246,460.69
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/TotalAssetsBOYAmt02065183
IRS990/TotalAssetsEOYAmt02246461
IRS990/TotalAssetsGrp/BOYAmt02065183
IRS990/TotalAssetsGrp/EOYAmt02246461
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08840
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02136
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050000
IRS990/TotalFunctionalExpensesGrp/TotalAmt052136
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02065183
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02246461
IRS990/TotalProgramServiceExpensesAmt050000
IRS990/TotalRevenueGrp/ExclusionAmt0100321
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0203664
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0312825
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02065183
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02246461
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0665 12TH AVENUE
IRS990/USAddress/CityNm0MENLO PARK
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094025
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID QUINN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06502072812
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENINSULA SCHOOL ENDOWMENT AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0PENI
ReturnHeader/Filer/EIN0942751105
ReturnHeader/Filer/PhoneNum06502072812
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 HAMILTON AVENUE PO BOX 1073
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094302
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/ZIPCd094019
ReturnHeader/PreparerPersonGrp/PhoneNum06507135089
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY CHONG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-20T22:39:42-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,246,461
Liabilities
$0
Net assets
$2,246,461
Revenue
$312,825
Expenses
$52,136
Net income
$260,689
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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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