Civic Intelligence

The Roberts Foundation

990PF • Fiscal year 2014 • EIN 94-2967074

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization Profile

View Organization Page

C/O Kkras 2755 Campus Drive No 240San Mateo, CA 94403

(650) 653-2422

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

14th percentile

0.01x

Higher debt load relative to revenue than 14% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Net Margin

4th percentile

-54%

Higher net margin than 4% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

10th percentile

$0

Higher top officer pay than 10% of similar nonprofits.

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

2014 filings • $50M-$100M nonprofits • Source year 2014

Asset Growth

4th percentile

-12%

Faster asset growth than 4% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$87,295,069

Down $12,241,598 (-12%) from 2013

Net Assets

$87,039,851

No earlier filing loaded for comparison.

Liabilities

Up

$255,218

Up $215,082 (+536%) from 2013

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin4th percentile

Revenue

Down

$23,212,507

Down $42,460,541 (-65%) from 2013

Expenses

Up

$35,669,187

Up $1,825,786 (+5.4%) from 2013

Net Income

Down

-$12,456,680

Down $44,286,327 (-139%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$400M$300M$200M$100M$0Assets 2010: $29,541,362Liabilities 2010: $02010Assets 2011: $28,836,806Liabilities 2011: $02011Assets 2012: $67,666,884Liabilities 2012: $02012Assets 2013: $99,536,667Liabilities 2013: $40,1362013Assets 2014: $87,295,069Liabilities 2014: $255,218Net Assets 2014: $87,039,8512014Assets 2015: $59,378,477Liabilities 2015: $02015Assets 2017: $70,795,173Liabilities 2017: $2,000,000Net Assets 2017: $68,795,1732017Assets 2018: $81,964,521Liabilities 2018: $0Net Assets 2018: $81,964,5212018Assets 2019: $123,230,012Liabilities 2019: $0Net Assets 2019: $123,230,0122019Assets 2020: $200,689,155Liabilities 2020: $0Net Assets 2020: $200,689,1552020Assets 2021: $236,050,960Liabilities 2021: $0Net Assets 2021: $236,050,9602021Assets 2022: $273,833,101Liabilities 2022: $0Net Assets 2022: $273,833,1012022Assets 2023: $267,051,553Liabilities 2023: $0Net Assets 2023: $267,051,5532023Assets 2024: $324,084,062Liabilities 2024: $0Net Assets 2024: $324,084,0622024

Highlighted filing

2014

Assets$87,295,069
Liabilities$255,218
Net Assets$87,039,851
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200M$150M$100M$50M$0-$50MRevenue 2010: $5,774,856Expenses 2010: $10,731,524Net Income 2010: -$4,956,6682010Revenue 2011: $10,290,082Expenses 2011: $10,994,638Net Income 2011: -$704,5562011Revenue 2012: $56,608,419Expenses 2012: $17,778,341Net Income 2012: $38,830,0782012Revenue 2013: $65,673,048Expenses 2013: $33,843,401Net Income 2013: $31,829,6472013Revenue 2014: $23,212,507Expenses 2014: $35,669,187Net Income 2014: -$12,456,6802014Revenue 2015: -$447Expenses 2015: $27,836,008Net Income 2015: -$27,836,4552015Revenue 2017: $8,292,854Expenses 2017: $33,147,107Net Income 2017: -$24,854,2532017Revenue 2018: $46,463,703Expenses 2018: $32,897,994Net Income 2018: $13,565,7092018Revenue 2019: $75,895,289Expenses 2019: $28,049,728Net Income 2019: $47,845,5612019Revenue 2020: $131,088,104Expenses 2020: $32,555,395Net Income 2020: $98,532,7092020Revenue 2021: $95,967,912Expenses 2021: $50,300,869Net Income 2021: $45,667,0432021Revenue 2022: $135,366,002Expenses 2022: $51,339,423Net Income 2022: $84,026,5792022Revenue 2023: $65,510,835Expenses 2023: $47,581,557Net Income 2023: $17,929,2782023Revenue 2024: $156,209,074Expenses 2024: $52,451,269Net Income 2024: $103,757,8052024

Highlighted filing

2014

Revenue$23,212,507
Expenses$35,669,187
Net Income-$12,456,680
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE R ROBERTSPresident-$0--
ERIC B ROBERTSVice President-$0--
MARK B ROBERTSVice President-$0--
COURTNEY A ROBERTSVice President-$0--
SUE P SCHOENTHALERSecretary/Treasurer-$0--
LINNEA C ROBERTSVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Roberts Foundation
EIN
94-2967074
Phone
6506532422
Address
C/O KKRAS 2755 CAMPUS DRIVE NO 240, SAN MATEO, CA 94403

Signing Officer

Name
Sue P Schoenthaler
Title
Treasurer
Phone
6506532422
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Dzh Phillips Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105-1815
Preparer
Amy R Allen
Phone
4157812500
Raw XML AppendixShowing 400 of 1,256 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt38968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-194630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt59636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt625695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt733094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-7
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1034185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-182928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt049333286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1563105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt234185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3463284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4489734
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/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SAFEWAY CALL OPTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SAFEWAY CALL OPTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AURORA (EDCOLLEGE)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4AURORA (TINICUM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5KKR GROUP INVESTMENTS II (NEW VERNON INDIA FUND)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6HOUSATONIC EQUITY INVESTORS II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7HOUSATONIC EQUITY PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VALUE PARTNERS, LTD.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9KKR FINANCIAL HOLDINGS, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10KKR & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1140,000 UNITS KFN - GAIN ON MERGER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SALE OF LION & EAGLE II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt020359371
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12456680
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt087039851
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt099496531
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt087039851
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05734737
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05734737
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05734737
IRS990PF/DistributableAmountGrp/IncomeTaxAmt023196
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06023846
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0265913
IRS990PF/DistributableAmountGrp/TotalTaxAmt0289109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0162801
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0428714
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0265913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0162801
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0265913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0265913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0428714
IRS990PF/FMVAssetsEOYAmt0101350246
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt036001134
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08158333
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt023139915
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt040136
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableBOYAmt01935882
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableEOYAmt01785882
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableEOYFMVAmt01785882
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02733230
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02733230
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt011642622
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt012271620
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011345215
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0287157
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0255218
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt099496531
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt087039851
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt050244186
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt062346004
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt062346004
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt099823824
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt087295069
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0101350246
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0327293
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0255218
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt099823824
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt087295069
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt099496531
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt087039851
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0122311599
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt072373068
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt034538557
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01834674
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt015399974
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06023846
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0120476925
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0122311599
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE R ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ERIC B ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK B ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3COURTNEY A ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SUE P SCHOENTHALER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5LINNEA C ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02800 SAND HILL ROAD SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12800 SAND HILL ROAD SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22800 SAND HILL ROAD SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32800 SAND HILL ROAD SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42755 CAMPUS DRIVE SUITE 240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52800 SAND HILL ROAD SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN MATEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SAN MATEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494403
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt034463870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt034729783
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt033303902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt017360960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt010739765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt010647732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt09326603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.286062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.301149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.299016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.291623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.315222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.223302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0265913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0120476925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0110589383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt058060346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt036827618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt033778473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt041766835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt035165000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.430312

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,295,069
Liabilities
$255,218
Net assets
$87,039,851
Revenue
$23,212,507
Expenses
$35,669,187
Net income
-$12,456,680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$324$0.00$324$156$52.5$104
2023Detailed filing. Detailed filing data is available for this year.$267$0.00$267$65.5$47.6$17.9
2022Detailed filing. Detailed filing data is available for this year.$274$0.00$274$135$51.3$84.0
2021Detailed filing. Detailed filing data is available for this year.$236$0.00$236$96.0$50.3$45.7
2020Detailed filing. Detailed filing data is available for this year.$201$0.00$201$131$32.6$98.5
2019Detailed filing. Detailed filing data is available for this year.$123$0.00$123$75.9$28.0$47.8
2018Detailed filing. Detailed filing data is available for this year.$82.0$0.00$82.0$46.5$32.9$13.6
2017Detailed filing. Detailed filing data is available for this year.$70.8$2.00$68.8$8.29$33.1$24.9
2015Summary only. Only limited summary data is available for this year.$59.4$0.00$0.00$27.8$27.8
2014Detailed filing. Detailed filing data is available for this year.$87.3$0.26$87.0$23.2$35.7$12.5
2013Summary only. Only limited summary data is available for this year.$99.5$0.04$65.7$33.8$31.8
2012Summary only. Only limited summary data is available for this year.$67.7$0.00$56.6$17.8$38.8
2011Summary only. Only limited summary data is available for this year.$28.8$0.00$10.3$11.0$0.70
2010Summary only. Only limited summary data is available for this year.$29.5$0.00$5.77$10.7$4.96