Civic Intelligence

Danford Foundation

990PF • Fiscal year 2017 • EIN 94-2819322

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization Profile
990 Industrial RoadSan Carlos, CA 94070

(650) 482-3082

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

4th percentile

-86%

Higher net margin than 4% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$73,662

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

16th percentile

-3.9%

Faster asset growth than 16% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-5.6%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$12,092,805

Down $484,844 (-3.9%) from 2016

Net Assets

Down

$12,092,605

Down $502,581 (-4.0%) from 2016

Liabilities

Up

$200

Up $17,737 (+101%) from 2016

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin4th percentile

Revenue

Down

$579,199

Down $34,375 (-5.6%) from 2016

Expenses

Down

$1,077,361

Down $78,564 (-6.8%) from 2016

Net Income

Up

-$498,162

Up $44,189 (+8.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2012: $14,120,677Liabilities 2012: $2632012Assets 2013: $13,827,238Liabilities 2013: $8342013Assets 2014: $13,377,999Liabilities 2014: $02014Assets 2015: $13,167,267Liabilities 2015: $14,370Net Assets 2015: $13,152,8972015Assets 2016: $12,577,649Liabilities 2016: -$17,537Net Assets 2016: $12,595,1862016Assets 2017: $12,092,805Liabilities 2017: $200Net Assets 2017: $12,092,6052017Assets 2018: $12,017,650Liabilities 2018: $14,362Net Assets 2018: $12,003,2882018Assets 2019: $12,511,290Liabilities 2019: $11,991Net Assets 2019: $12,499,2992019Assets 2020: $12,787,113Liabilities 2020: $200Net Assets 2020: $12,786,9132020Assets 2021: $14,759,436Liabilities 2021: $12,709Net Assets 2021: $14,746,7272021Assets 2022: $15,157,600Liabilities 2022: $200Net Assets 2022: $15,157,4002022Assets 2023: $15,534,095Liabilities 2023: $200Net Assets 2023: $15,533,8952023Assets 2024: $15,634,837Liabilities 2024: $200Net Assets 2024: $15,634,6372024

Highlighted filing

2017

Assets$12,092,805
Liabilities$200
Net Assets$12,092,605
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $606,907Expenses 2012: $889,791Net Income 2012: -$282,8842012Revenue 2013: $648,273Expenses 2013: $942,283Net Income 2013: -$294,0102013Revenue 2014: $551,368Expenses 2014: $999,715Net Income 2014: -$448,3472014Revenue 2015: $848,849Expenses 2015: $1,073,951Net Income 2015: -$225,1022015Revenue 2016: $613,574Expenses 2016: $1,155,925Net Income 2016: -$542,3512016Revenue 2017: $579,199Expenses 2017: $1,077,361Net Income 2017: -$498,1622017Revenue 2018: $1,074,855Expenses 2018: $1,162,674Net Income 2018: -$87,8192018Revenue 2019: $1,725,454Expenses 2019: $1,229,443Net Income 2019: $496,0112019Revenue 2020: $1,468,289Expenses 2020: $1,180,675Net Income 2020: $287,6142020Revenue 2021: $3,425,065Expenses 2021: $1,465,251Net Income 2021: $1,959,8142021Revenue 2022: $1,517,498Expenses 2022: $1,440,979Net Income 2022: $76,5192022Revenue 2023: $2,095,461Expenses 2023: $1,718,966Net Income 2023: $376,4952023Revenue 2024: $1,861,909Expenses 2024: $1,585,148Net Income 2024: $276,7612024

Highlighted filing

2017

Revenue$579,199
Expenses$1,077,361
Net Income-$498,162
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ted J HannigPresidentPT$59,762$13,900$73,662
George A FisherSecretaryPT$59,762$7,000$66,762
Katherine F FisherAdvisory BoardPT$59,762-$59,762
Filing and Contact Details

Filer

Filer Name
Danford Foundation
EIN
94-2819322
Phone
6504823082
Address
990 Industrial Road, San Carlos, CA 94070

Signing Officer

Name
George A Fisher
Title
Treasurer
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Fisher & Bagley CPAs
Address
510 San Mateo Ave, San Bruno, CA 94066
Preparer
George A Fisher
Phone
6505832905
Raw XML AppendixShowing 400 of 1,542 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE PRIMARY AND SPECIFIC PURPOSE FOR WHICH THE FOUNDATION WAS FORMED IS TO RECEIVE AND ADMINISTER FUNDS FOR SCIENTIFIC, EDUCATIONAL AND CHARITABLE PURPOSES IN THE PUBLIC WELFARE PARTICULARILY IN THE NORTHERN CALIFORNIA AREA.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1Expense account - see Part VIII Line 1 of Federal form 990-PFGeorge Fisher - Expense account is for accounting services consisting of the preparation of the form 990-PF and other tax issues that came up in the course of the year. Also, see federal detail supporting statement.Ted Hanning - Expense account is for legal services for which he negotiated payment of accrued interest and final payoff on the mortgage. Also, see federal detail supporting statement.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Lucent Tech
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Washington Mutual - 5.65% 2014
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Target
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0185406
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1250000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0234000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt028127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt137020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2150168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3188427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4139587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5170451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt614206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt731495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt812959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9194064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1060789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11222369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12144033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13352713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14610706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15175279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1617184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1710191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1834853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19537000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2026475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21152467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22176766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2316245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2441922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2594011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26172821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27368866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28203239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2976614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3010365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31122164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32133332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3327937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3449061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3511939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36187219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt372061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3840430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3931392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt409259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4116631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4235381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt439324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44137171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0298620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1225500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2273350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3484920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4297970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5155522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6205772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7203552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt88685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9527975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10251546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11213965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12181152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133027698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14733400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15251686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16183560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1749306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18484566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19564312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20129865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21223300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2297040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2323940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24134064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25386892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26322840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27270100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28294735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29168700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt301392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31188650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32306320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33363836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3459753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3566804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36215929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt372745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3869237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39314640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4030336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4123341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4218120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43118609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44155099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Hewlett Packard Enterprise - 18000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Tyco International PLC NEW - 3746SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Sempra Energy - 2000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Teco Energy - 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Ameren - 5000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Consolidated Edison - 6000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Argonaut- Argo Group - 4917 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Allegheny Tech - 9143 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Teledyne Tech - 2612 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Agilent Tech - 3432 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Alcoa -266 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Hess Corp - 12035SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Anadarko Petroleum 5548 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Bristol-Meyers, Squibb - 3840SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14International Paper - 3200 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Union Pacific - 27800 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Kemper - 19000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Weyerhaeuser - 7513 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Curtis Wright - 2000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Zimmer Holdings - 384SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Monsanto Co. - 4094 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Pfizer - 16800 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22AG Bayer - 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Verizon - 5000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Bank of America - 4000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Southern Co. - 500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Chevron - 1285 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Conoco Phillips-SH 8801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Dupont El De Nemour - 4000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29General Electric - 10000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Te Connectivi- Tyco Electronics - 3746SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Intel 5000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Frontier 1200 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AT & T Inc. New 5000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Mc Donalds Corp. 2000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Phillips 66 - 4400SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Pentair LTD - 898SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Keysight Technologies - 1716SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Medtronic PLC - 2433 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Veritiv Corporation - 61 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40W E C Energy Group - 1128SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HP Inc 18000 SH.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Chemours Company - 800 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Adient - 357SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Arconic inc - 800SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45D X C Technolgy com - 1546SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Johnson Crls Intl - 3577SH
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0126265
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0154765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt013293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2182173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3255516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Mallinckrodt Pub - 318 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Health Cr. Rlty. Trust - 1000SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Kinder Morgan Inc 4386SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3I Shares Trust
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt014250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt134150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt284036
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3273775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0343985
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt021532
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0704
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt0212978
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0579199
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0579199
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0519771
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt021532
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt029184
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0109600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0200186
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0851020
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0851020
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0343985
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0343985
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0343985
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-498162
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0294267
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0704
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0704
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0704
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt021532
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0532165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0712
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02709
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0929
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04350
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0212978
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0212978
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0212978
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt08200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05605
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt021805
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0557667
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt037896
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0971529
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt047034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01077361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0579199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0579199
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt037896
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0120509
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt047034
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0226341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32000-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42000-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52009-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62000-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4252817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-2817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt616631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt616631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt027550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt616631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01000 TE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1.4300 JCI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2.6666 AA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ADNT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4.272 DXC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TARGET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6JCI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt021532
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-498162
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04419
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012097024
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012595186
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012092605
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0934856
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0934856
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0934856
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0940178
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05322
IRS990PF/DistributableAmountGrp/TotalTaxAmt05322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05324
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05324
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010646
IRS990PF/FMVAssetsEOYAmt019156305
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt087670
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt087670
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt087670
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt057430
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt096571
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt096571
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0688223
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0435406
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0234025
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05288001
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05284713
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012609344
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt02825000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt02875000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt02875000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt06659
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0487802
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0737802
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0656211
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0-17737
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt012595186
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt012092605
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03099836
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02442719
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02442719
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012577649
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012092805
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019156305
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0-17537
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012577649
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012092805
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012595186
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012092605
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0131357
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0126265
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0154765
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019089903
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03054142
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016035761
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0286349
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0940178
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018803554
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt019089903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt225.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt059762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt159762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt259762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt07000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt113900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Katherine F Fisher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1George A Fisher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ted J Hannig
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Advisory Board
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0951 DeSota Ln
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1510 San Mateo Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22991 El Camino Real
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Foster City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Bruno
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Redwood City
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2940614003
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0962723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0968045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01057726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0991817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0926656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0878404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0830820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt018803554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt017976061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt020363460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt018756136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt017650181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt016860096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0971529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.255996
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0966207
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0971529
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05322
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0971529
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0347
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE PRIMARY AND SPECIFIC PURPOSE FOR WHICH THE FOUNDATION WAS FORMED IS TO RECEIVE FUNDS FOR SCIENTIFIC, EDUCATIONAL AND CHARITABLE PURPOSES PARTICULARLY IN THE PUBLIC WELFARE IN THE NORTHERN CALIFORNIA AREA.iNVESTMENTS GENERATE FUNDING FOR THESE PURPOSES.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$12,092,805
Liabilities
$200
Net assets
$12,092,605
Revenue
$579,199
Expenses
$1,077,361
Net income
-$498,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$1.86$1.59$0.28
2023Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$2.10$1.72$0.38
2022Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.52$1.44$0.08
2021Detailed filing. Detailed filing data is available for this year.$14.8$0.01$14.7$3.43$1.47$1.96
2020Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$1.47$1.18$0.29
2019Detailed filing. Detailed filing data is available for this year.$12.5$0.01$12.5$1.73$1.23$0.50
2018Detailed filing. Detailed filing data is available for this year.$12.0$0.01$12.0$1.07$1.16$0.09
2017Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.58$1.08$0.50
2016Detailed filing. Detailed filing data is available for this year.$12.6$0.02$12.6$0.61$1.16$0.54
2015Detailed filing. Detailed filing data is available for this year.$13.2$0.01$13.2$0.85$1.07$0.23
2014Summary only. Only limited summary data is available for this year.$13.4$0.00$0.55$1.00$0.45
2013Summary only. Only limited summary data is available for this year.$13.8$0.00$0.65$0.94$0.29
2012Summary only. Only limited summary data is available for this year.$14.1$0.00$0.61$0.89$0.28