Civic Intelligence

Shoresh Foundation

990PF • Fiscal year 2010 • EIN 94-3044121

Jan 01, 2010 to Dec 31, 2010 • Filed on Aug 12, 2011

Organization Profile
132 Hillside Avenue94611
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2010 filings • $5M-$10M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

2010 filings • $5M-$10M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

$6,855,365

No earlier filing loaded for comparison.

Net Assets

$6,854,987

No earlier filing loaded for comparison.

Liabilities

$378

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$514,475

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2010: $6,855,365Liabilities 2010: $378Net Assets 2010: $6,854,9872010Assets 2011: $7,205,565Liabilities 2011: $1,7152011Assets 2012: $8,369,759Liabilities 2012: $6,222Net Assets 2012: $8,363,5372012Assets 2013: $8,878,812Liabilities 2013: $0Net Assets 2013: $8,878,8122013Assets 2014: $8,432,994Liabilities 2014: $0Net Assets 2014: $8,432,9942014Assets 2015: $9,156,025Liabilities 2015: $0Net Assets 2015: $9,156,0252015Assets 2016: $8,726,089Liabilities 2016: $0Net Assets 2016: $8,726,0892016Assets 2017: $9,725,267Liabilities 2017: $4,031Net Assets 2017: $9,721,2362017Assets 2019: $10,840,224Liabilities 2019: $02019Assets 2020: $11,535,668Liabilities 2020: $20Net Assets 2020: $11,535,6482020Assets 2021: $12,760,038Liabilities 2021: $0Net Assets 2021: $12,760,0382021Assets 2022: $13,407,534Liabilities 2022: $0Net Assets 2022: $13,407,5342022Assets 2023: $13,786,976Liabilities 2023: $0Net Assets 2023: $13,786,9762023Assets 2024: $15,360,379Liabilities 2024: $0Net Assets 2024: $15,360,3792024

Highlighted filing

2010

Assets$6,855,365
Liabilities$378
Net Assets$6,854,987
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $514,4752010Revenue 2011: $1,852,792Expenses 2011: $1,365,648Net Income 2011: $487,1442011Expenses 2012: $796,4362012Revenue 2013: $992,745Expenses 2013: $477,470Net Income 2013: $515,2752013Revenue 2014: $955,427Expenses 2014: $1,401,245Net Income 2014: -$445,8182014Revenue 2015: $1,130,051Expenses 2015: $406,969Net Income 2015: $723,0822015Revenue 2016: $988,044Expenses 2016: $1,417,980Net Income 2016: -$429,9362016Revenue 2017: $1,402,612Expenses 2017: $407,465Net Income 2017: $995,1472017Revenue 2019: $1,092,164Expenses 2019: $558,505Net Income 2019: $533,6592019Revenue 2020: $1,359,380Expenses 2020: $663,956Net Income 2020: $695,4242020Revenue 2021: $1,835,231Expenses 2021: $610,841Net Income 2021: $1,224,3902021Revenue 2022: $1,324,566Expenses 2022: $677,070Net Income 2022: $647,4962022Revenue 2023: $1,265,569Expenses 2023: $886,127Net Income 2023: $379,4422023Revenue 2024: $2,374,692Expenses 2024: $801,289Net Income 2024: $1,573,4032024

Highlighted filing

2010

Revenue-
Expenses$514,475
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Aug 12, 2011
Return Version
2010v3.4
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROCHELLE SHAPELLPresident-$0--
LORNE M BUCHMANSecretary & CFO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWISH COMMUNITY FEDERATION OF GREATER EAST BAYGENERALPUBLIC CHARITYOAKLAND, CA, US$131,200
Paid GrantOAKLAND HEBREW DAY SCHOOLGENERALPUBLIC CHARITYOAKLAND, CA, US$113,500
Paid GrantBETH JACOB CONGREGATION (OAKLAND)GENERALPUBLIC CHARITYOAKLAND, CA, US$71,100
Paid GrantAMERICAN RED CROSSGENERALPUBLIC CHARITYWASHINGTON, DC, US$36,000
Paid GrantAMERICAN SOCIETY OF THE UNIVERSITY OF HAIFAGENERALPUBLIC CHARITYNEW YORK, NY, US$20,000
Paid GrantCALIFORNIA SHAKESPEARE THEATERGENERALPUBLIC CHARITYBERKELEY, CA, US$15,000
Paid GrantSAYBROOK GRADUATE SCHOOL & RESEARCH CENTERGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$10,000
Paid GrantYOUTH ENRICHMENT STRATEGIESGENERALPUBLIC CHARITYBERKELEY, CA, US$10,000
Paid GrantSTANFORD UNIVERSITYGENERALPUBLIC CHARITYSTANFORD, CA, US$7,500
Paid GrantALAMEDA COUNTY COMMUNITY FOOD BANKGENERALPUBLIC CHARITYOAKLAND, CA, US$5,000
Paid GrantART CENTER COLLEGE OF DESIGNGENERALPUBLIC CHARITYPASADENA, CA, US$5,000
Paid GrantCHABAD OF THE EAST BAYGENERALPUBLIC CHARITYBERKELEY, CA, US$5,000
Paid GrantKEEPING HOPE ALIVEGENERALPUBLIC CHARITYWEST ALLIS, WI, US$5,000
Paid GrantSAN FRANCISCO FOOD BANKGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$5,000
Paid GrantUNITED STATES HOLOCAUST MEMORIAL MUSEUMGENERALPUBLIC CHARITYWASHINGTON, DC, US$5,000
Paid GrantBIRTHRIGHT ISRAEL FOUNDATIONGENERALPUBLIC CHARITYNEW YORK, NY, US$3,600
Paid GrantHEBREW FREE LOAN ASSOCIATIONGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$3,600
Paid GrantJEWISH COMMUNITY HIGH SCHOOLGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$3,600
Paid GrantTEMPLE SINAIGENERALPUBLIC CHARITYOAKLAND, CA, US$3,600
Paid GrantAUGUSTA LEVY LEARNING CENTERGENERALPUBLIC CHARITYWHEELING, WV, US$2,500
Paid GrantBRANDEIS UNIVERSITYGENERALPUBLIC CHARITYWALTHAM, MA, US$2,500
Paid GrantSTRIVEGENERALPUBLIC CHARITYSOUTH PORTLAND, ME, US$2,500
Paid GrantWASHINGTON UNIVERSITY IN SAINT LOUISGENERALPUBLIC CHARITYST LOUIS, MO, US$2,500
Paid GrantALAMEDA COUNTY MEALS ON WHEELSGENERALPUBLIC CHARITYOAKLAND, CA, US$1,800
Paid GrantBERKELEY HILLELGENERALPUBLIC CHARITYBERKELEY, CA, US$1,800
Paid GrantCALIFORNIA COLLEGE OF THE ARTSGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$1,800
Paid GrantENVISION SCHOOLGENERALPUBLIC CHARITYOAKLAND, CA, US$1,800
Paid GrantJEWISH FAMILY AND CHILDREN'S SERVICES - EAST BAYGENERALPUBLIC CHARITYBERKELEY, CA, US$1,800
Paid GrantBAY AREA OUTREACH & RECREATION PROGRAMGENERALPUBLIC CHARITYBERKELEY, CA, US$1,500
Paid GrantAMERICAN JEWISH WORLD SERVICEGENERALPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantCENTER FOR ACCESSIBLE TECHNOLOGYGENERALPUBLIC CHARITYBERKELEY, CA, US$1,000
Paid GrantKIPP BAY AREA SCHOOLSGENERALPUBLIC CHARITYOAKLAND, CA, US$1,000
Paid GrantNATIONAL INSTITUTE FOR JEWISH HOSPICEGENERALPUBLIC CHARITYLOS ANGELES, CA, US$1,000
Paid GrantPROJECT OPEN HANDGENERALPUBLIC CHARITYOAKLAND, CA, US$1,000
Paid GrantTHE COLLEGE PREPATORY SCHOOLGENERALPUBLIC CHARITYOAKLAND, CA, US$1,000
Paid GrantLOS ANGELES JEWISH HOMEGENERALPUBLIC CHARITYRESEDA, CA, US$540
Paid GrantCENTER FOR GENDER AND REFUGEE STUDIES UC HASTINGS COLLEGE OF LAWGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$500
Paid GrantFACING HISTORY AND OURSELVESGENERALPUBLIC CHARITYBROOKLINE, MA, US$500
Paid GrantFAMILY VIOLENCE LAW CENTERGENERALPUBLIC CHARITYOAKLAND, CA, US$500
Paid GrantPERFORMING ARTS WORKSHOPGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$500
Paid GrantTHE SMILE TRAINGENERALPUBLIC CHARITYNEW YORK, NY, US$375
Paid GrantKQEDGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$365
Paid GrantCENTER FOR JEWISH LIVING AND LEARNINGGENERALPUBLIC CHARITYOAKLAND, CA, US$360
Paid GrantCHILDREN'S HOSPITAL AND RESEARCH CENTER FOUNDATIONGENERALPUBLIC CHARITYOAKLAND, CA, US$360
Paid GrantCREATIVE GROWTH ART CENTERGENERALPUBLIC CHARITYOAKLAND, CA, US$360
Paid GrantNICARAGUAN CHILDREN'S FRIENDSHIP COMMITTEEGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$360
Paid GrantBEHAVIORAL INTERVENTION ASSOCIATIONGENERALPUBLIC CHARITYOAKLAND, CA, US$250
Paid GrantINTERNATIONAL RESCUE COMMITTEEGENERALPUBLIC CHARITYNEW YORK, NY, US$180
Paid GrantOXFAM AMERICAGENERALPUBLIC CHARITYALBERT LEA, MN, US$180
Paid GrantPHILABUNDANCEGENERALPUBLIC CHARITYPHILADELPHIA, PA, US$180
Paid GrantSAN FRANCISCO AIDS FOUNDATIONGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$180
Paid GrantSCHOLARSHIP AMERICAGENERALPUBLIC CHARITYMINNEAPOLIS, MN, US$180
Paid GrantSHETLAND SLEEPDOG COMPANIONS OF NORTHERN CALIFORNIA RESCUE INCGENERALPUBLIC CHARITYELK GROVE, CA, US$180
Filing and Contact Details

Filer

EIN
94-3044121
Raw XML AppendixShowing 400 of 1,018 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
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV04000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0TRANS-LUX CORP 9.5% SUB DEB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue038720
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5167331
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5239428
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AGILENT TECHNOLOGIES INC - 1,175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AMERICAN WTR WKS CO INC - 1,330 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2APACHE CORP - 310 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3APOLLO GROUP INC - 390 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4AT&T INC - 1,650 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5AVERY DENNISON CORP - 765 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6AVNET INC - 820 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7BAYER - 490 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8BAYER AG NPV - 495 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9CA INC - 1,035 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10CADENCE DESIGN SYS - 25,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11CARROLS HLDGS - 3,240 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CITIGROUP INC - 5,720 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13COMPUTER SCIENCES CORP - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14COMPUWARE CORP - 4,760 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15COPART INC - 315 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16COSAN LTD - 1,195 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17CROWN HLDGS - 1,270 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18DIAGEO - 600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19DIGITALGLOBE INC - 1,160 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20FIRST REPUBLIC BK - 605 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21FMC CORP - 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22GEN-PROBE INC - 555 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23HEALTHSOUTH - 65 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24HEWLETT PACKARD CO - 590 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25HONEYWELL INTL INC - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JOHNSON & JOHNSON - 690 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27LABORATORY CORP - 320 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28MARKS & SPENCER GROUP - 1,520 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29MCGRAW HILL COS - 970 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30MEDTRONIC - 1,360 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31MICROSOFT CORP - 1,435 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32NALCO HLDG CO - 720 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33NESTLE SA - 340 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34NV ENERGY INC - 3,695 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35OCCIDENTAL PETE CORP - 310 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36OSTERWEIS STRATEGIC INC - 135,509.025
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37PROFESSIONALLY MANAGED FUNDS - 142,485.032
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38QUALCOMM INC - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39QUESTAR CORP - 4,485 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40REPUBLIC SVCS - 1,372 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41SAFEWAY STORES INC - 1,190 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42SEMPRA ENERGY - 770 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43SYMETRA FIN'L CORP - 1,365 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44TARGA RESOURCES - 390 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45TELEFLEX INC - 805 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46TRANSATLANTIC HLDGS INC - 665 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47UNILEVER - 1,190 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48VALEANT PHARMACEUTICALS INTL - 1,923 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49VERISIGN - 2,245 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50WATERS CORP - 455 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51WEBSENSE - 3,325 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52WILLIAMS COS INC - 1,595 SHS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue032080
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0CLIPPER FUND - 417.906 SHS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV025893
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0514475
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0136830
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01312104
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm014430
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss023225
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY014942
IRS990PF/BalanceSheets/CashEOY011424
IRS990PF/BalanceSheets/CashEOYFMV011424
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY031300
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY031300
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV04000
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY02463085
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY02481881
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV02965931
IRS990PF/BalanceSheets/InvestmentsOtherBOY031819
IRS990PF/BalanceSheets/InvestmentsOtherEOY032080
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV025893
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY01324
IRS990PF/BalanceSheets/OtherAssetsEOY01324
IRS990PF/BalanceSheets/OtherAssetsEOYFMV00
IRS990PF/BalanceSheets/OtherLiabilitiesBOY0718
IRS990PF/BalanceSheets/OtherLiabilitiesEOY0378
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY06057358
IRS990PF/BalanceSheets/RetainedEarningsEOY06854987
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY03515606
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY04297356
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV04297356
IRS990PF/BalanceSheets/TotalAssetsBOY06058076
IRS990PF/BalanceSheets/TotalAssetsEOY06855365
IRS990PF/BalanceSheets/TotalAssetsEOYFMV07304604
IRS990PF/BalanceSheets/TotalLiabilitiesBOY0718
IRS990PF/BalanceSheets/TotalLiabilitiesEOY0378
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY06058076
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY06855365
IRS990PF/BalanceSheets/TotalNetAssetsBOY06057358
IRS990PF/BalanceSheets/TotalNetAssetsEOY06854987
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-16383
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0112760
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1495118
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis242290
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES - CITIBANK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1PUBLICLY TRADED SECURITIES - CITIBANK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2OSTERWEIS STRATEGIC INC CAPITAL GAIN DIVIDEND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset331132.44 SHS SWISS FRANC FORWARD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4VALEANT PHARMACEUTICALS GAIN ON RETURN OF INVESTMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-6343
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-20429
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss25823
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3198
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss44368
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-6343
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-20429
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses25823
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3198
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses44368
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0106417
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1474689
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice25823
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice342488
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice44368
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0797629
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal06854987
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY06057358
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY06854987
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0310526
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0310526
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0310526
IRS990PF/DistributableAmount/MinimumInvestmentReturn0312974
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02448
IRS990PF/DistributableAmount/TotalTax02448
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear02122
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02082
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02448
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment02131
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment03
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02448
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02448
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension02500
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments04582
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY07304604
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets06354805
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances03506739
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02846742
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable095322
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets01324
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0312974
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets06259483
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets06354805
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition13.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROCHELLE SHAPELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LORNE M BUCHMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY & CFO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10132 HILLSIDE AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11132 HILLSIDE AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PIEDMONT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1PIEDMONT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode094611
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode194611
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0822775
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0821551
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.131249
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.111961
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.161863
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.118839
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.037452
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.226129
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets06259483
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear105279600
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear204967233
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear304735356
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403815863
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear503400733
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01224
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0491250
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10591110
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20804010
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30562744
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40142910
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50769006
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.656244
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0491250
IRS990PF/QualifyingDistributions/ExpensesAndContributions0491250
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0491250
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ROCHELLE SHAPELL
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05106582898
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10132 HILLSIDE AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PIEDMONT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode094611
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,855,365
Liabilities
$378
Net assets
$6,854,987
Revenue
-
Expenses
$514,475
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$2.37$0.80$1.57
2023Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$1.27$0.89$0.38
2022Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.32$0.68$0.65
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$1.84$0.61$1.22
2020Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$1.36$0.66$0.70
2019Summary only. Only limited summary data is available for this year.$10.8$0.00$1.09$0.56$0.53
2017Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.72$1.40$0.41$1.00
2016Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$0.99$1.42$0.43
2015Detailed filing. Detailed filing data is available for this year.$9.16$0.00$9.16$1.13$0.41$0.72
2014Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$0.96$1.40$0.45
2013Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.99$0.48$0.52
2012Detailed filing. Detailed filing data is available for this year.$8.37$0.01$8.36$0.80
2011Summary only. Only limited summary data is available for this year.$7.21$0.00$1.85$1.37$0.49
2010Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.85$0.51