Civic Intelligence

Shoresh Foundation

990PF • Fiscal year 2012 • EIN 94-3044121

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 08, 2013

Organization Profile
132 Hillside Avenue94611
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

84th percentile

16%

Faster asset growth than 84% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$8,369,759

Up $1,164,194 (+16%) from 2011

Net Assets

$8,363,537

No earlier filing loaded for comparison.

Liabilities

Up

$6,222

Up $4,507 (+263%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$796,436

Down $569,212 (-42%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

2012

Assets$8,369,759
Liabilities$6,222
Net Assets$8,363,537
Open 2012 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

2012

Revenue-
Expenses$796,436
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 8, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOAKLAND HEBREW DAY SCHOOLGENERALPUBLIC CHARITYOAKLAND, CA, US$298,589
Paid GrantJEWISH COMMUNITY FEDERATION OF GREATER EAST BAYGENERALPUBLIC CHARITYOAKLAND, CA, US$152,000
Paid GrantBETH JACOB CONGREGATION (OAKLAND)GENERALPUBLIC CHARITYOAKLAND, CA, US$110,100
Paid GrantTHE SHALEM FOUNDATIONGENERALPUBLIC CHARITYNEW YORK, NY, US$37,500
Paid GrantPEF ISRAEL ENDOWNMENT FUNDSGENERALPUBLIC CHARITYNEW YORK, NY, US$18,000
Paid GrantCALIFORNIA SHAKESPEARE THEATERCAPITAL CAMPAIGNPUBLIC CHARITYBERKELEY, CA, US$12,500
Paid GrantALAMEDA COUNTY COMMUNITY FOOD BANKGENERALPUBLIC CHARITYOAKLAND, CA, US$10,000
Paid GrantART CENTER COLLEGE OF DESIGNGENERALPUBLIC CHARITYPASADENA, CA, US$10,000
Paid GrantCHABAD OF THE EAST BAYGENERALPUBLIC CHARITYBERKELEY, CA, US$10,000
Paid GrantJEWISH COMMUNITY HIGH SCHOOLGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$10,000
Paid GrantSTANFORD UNIVERSITYGENERALPUBLIC CHARITYSTANFORD, CA, US$7,500
Paid GrantYOUTH ENRICHMENT STRATEGIESGENERALPUBLIC CHARITYBERKELEY, CA, US$7,500
Paid GrantBRENTWOOD SCHOOLGENERALPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Paid GrantKATHARSIS INCGENERALPUBLIC CHARITYCULVER CITY, CA, US$5,000
Paid GrantSAN FRANCISCO FOOD BANKGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$5,000
Paid GrantSAYBROOK GRADUATE SCHOOL & RESEARCH CENTERGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$5,000
Paid GrantUNITED JEWISH WELFARE FUND OF TORONTOGENERALPUBLIC CHARITYTORONTO, CA$5,000
Paid GrantUNITED STATES HOLOCAUST MEMORIAL MUSEUMGENERALPUBLIC CHARITYWASHINGTON, DC, US$5,000
Paid GrantHEBREW FREE LOAN ASSOCIATIONGENERALPUBLIC 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 GrantMARCH OF THE LIVINGGENERALPUBLIC CHARITYLOS ANGELES, CA, US$2,500
Paid GrantSTRIVEGENERALPUBLIC CHARITYSOUTH PORTLAND, ME, US$2,500
Paid GrantUC BERKELEY FDNGENERALPUBLIC CHARITYBERKELEY, CA, US$2,500
Paid GrantAMERICAN JEWISH UNIVERSITYGENERALPUBLIC CHARITYLOS ANGELES, CA, US$2,200
Paid GrantALAMEDA COUNTY MEALS ON WHEELSGENERALPUBLIC CHARITYOAKLAND, CA, US$1,800
Paid GrantART & REMEMBRANCEGENERALPUBLIC CHARITYWASHINGTON, DC, US$1,800
Paid GrantCONTRA COSTA JEWISH DAY SCHOOLGENERALPUBLIC CHARITYLAFAYETTE, CA, US$1,800
Paid GrantENVISION SCHOOLGENERALPUBLIC CHARITYOAKLAND, CA, US$1,800
Paid GrantKIPP BAY AREA SCHOOLSGENERALPUBLIC CHARITYOAKLAND, CA, US$1,800
Paid GrantGIRLS INCGENERALPUBLIC CHARITYOAKLAND, CA, US$1,500
Paid GrantAMERICAN JEWISH WORLD SERVICEGENERALPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantBIRTHRIGHT ISRAEL FOUNDATIONGENERALPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantNATIONAL INSTITUTE FOR JEWISH HOSPICEGENERALPUBLIC CHARITYLOS ANGELES, CA, US$1,000
Paid GrantPERFORMING ARTS WORKSHOPSGENERALPUBLIC CHARITYMARINA DEL REY, CA, US$1,000
Paid GrantFAMILY VIOLENCE LAW CENTERGENERALPUBLIC CHARITYOAKLAND, CA, US$540
Paid GrantANTI DEFAMATION LEAGUEGENERALPUBLIC CHARITYNEW YORK, NY, US$500
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 GrantPROJECT OPEN HANDGENERALPUBLIC CHARITYOAKLAND, CA, US$500
Paid GrantTHE SMILE TRAINGENERALPUBLIC CHARITYNEW YORK, NY, US$500
Paid GrantGAN MAH TOV PRESCHOOLGENERALPUBLIC CHARITYOAKLAND, CA, US$400
Paid GrantKQEDGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$365
Paid GrantCHILDREN'S HOSPITAL AND RESEARCH CENTER FOUNDATIONGENERALPUBLIC CHARITYOAKLAND, CA, US$360
Paid GrantNASHUVAGENERALPUBLIC CHARITYLOS ANGELES, CA, US$360
Paid GrantSOUTHERN POVERTY LAW CENTERGENERALPUBLIC CHARITYMONTGOMERY, AL, US$360
Paid GrantHAZONGENERALPUBLIC CHARITYNEW YORK, NY, US$280
Paid GrantBEHAVIORAL INTERVENTION ASSOCIATIONGENERALPUBLIC CHARITYOAKLAND, CA, US$250
Paid GrantWOMEN'S CANCER RESOURCE CENTER OF OAKLANDGENERALPUBLIC CHARITYOAKLAND, CA, US$250
Paid GrantAMERICAN FRIENDS OF MAGEN DAVID ADAMGENERALGENERALPUBLIC CHARITYNEW YORK, NY, US$180
Paid GrantCREATIVE GROWTH ART CENTERGENERALPUBLIC CHARITYOAKLAND, CA, US$180
Paid GrantJEWISH FAMILY AND CHILDREN'S SERVICESJOB PROGRAMPUBLIC CHARITYSAN FRANCISCO, CA, US$180
Paid GrantJEWISH HOME AND SENIOR LIVING FDNGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$180
Paid GrantOXFAM AMERICAGENERALPUBLIC CHARITYBOSTON, MA, US$180
Paid GrantSAN FRANCISCO AIDS FOUNDATIONGENERALPUBLIC CHARITYSAN FRANCISCO, CA, US$180
Paid GrantSUSQUEHANNA ASSN FOR THE BLINGGENERALPUBLIC CHARITYLANCASTER, PA, US$180
Paid GrantBELLEFAIRE JCBGENERALPUBLIC CHARITYCLEVELAND, OH, US$100
Paid GrantHEARTBEAT LIFESHARINGGENERALPUBLIC CHARITYHARDWICK, VT, US$100
Filing and Contact Details

Filer

EIN
94-3044121
Raw XML AppendixShowing 400 of 1,053 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
AccountingFeesSchedule/AccountingFees/Amount011340
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4170408
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV420
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4323324
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AIR LEASE CORP - 2,390 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ALLEGHANY CORP - 185 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2AMERICAN WTR WKS CO INC - 1,985 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3APACHE CORP - 245 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ATMEL CORP - 4,650 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5AVNET INC - 665 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6BAYER - 610 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7BAYER AG NPV - 715 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8BED BATH & BEYOND - 635 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9BOEING CO - 255 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10CINEMARK HOLDINGS, INC - 2,765 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11COMPUWARE CORP - 7,265 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12COSAN LTD - 1,645 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CROWN HLDGS - 1,795 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14DIAGEO - 570 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15DIGITALGLOBE INC - 1,160 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16FIRST REPUBLIC BK - 1215 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17GEN-PROBE INC - 555 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18GOOGLE INC - 65 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19HEALTHSOUTH - 65 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20HEWLETT PACKARD CO - 560 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21HOLOGIC INC - 2,625 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22JOHNSON & JOHNSON - 1,045 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23KINDER MORGAN HLDING - 1,780 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24KRAFT FOODS INC CL A - 463 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25LIBERTY MEDIA HLDG CORP - 1,845 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26MARKS & SPENCER GROUP - 2,720 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27NATIONSTAR MORTGAGE - 1,135 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28NOVARTIS AG ADR - 470 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29OCCIDENTAL PETE CORP - 605 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30ORACLE CORP - 1,200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31PROFESSIONALLY MANAGED FUNDS - 226,463.761
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32QUESTAR CORP - 4,495 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33REPUBLIC SVCS - 1,372 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34SAFEWAY STORES INC - 1,190 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35SPIRIT AEROSYSTEMS HLDGS INC - 2,180 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36SYMETRA FIN'L CORP - 2,745 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37TELEFLEX INC - 855 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38TRANSATLANTIC HLDGS INC - 705 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39UNILEVER - 1,980 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40VALEANT PHARMACEUTICALS - 1,118 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41VIACOM INC - 1,335 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42WEBSENSE - 1,675 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43XEROX CORP - 3,420 SHS
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue033013
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0CLIPPER FUND - 417.906 SHS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV029585
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
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IRS990PF/BalanceSheets/InvestmentsOtherBOY032444
IRS990PF/BalanceSheets/InvestmentsOtherEOY033013
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV029585
IRS990PF/BalanceSheets/LoansFromOfficersBOY0500
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY010454
IRS990PF/BalanceSheets/OtherAssetsEOY01324
IRS990PF/BalanceSheets/OtherAssetsEOYFMV03255
IRS990PF/BalanceSheets/OtherLiabilitiesBOY01215
IRS990PF/BalanceSheets/OtherLiabilitiesEOY06222
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY07203850
IRS990PF/BalanceSheets/RetainedEarningsEOY08363537
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY03642340
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY04487463
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV04487463
IRS990PF/BalanceSheets/TotalAssetsBOY07205565
IRS990PF/BalanceSheets/TotalAssetsEOY08369759
IRS990PF/BalanceSheets/TotalAssetsEOYFMV08921654
IRS990PF/BalanceSheets/TotalLiabilitiesBOY01715
IRS990PF/BalanceSheets/TotalLiabilitiesEOY06222
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY07205565
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY08369759
IRS990PF/BalanceSheets/TotalNetAssetsBOY07203850
IRS990PF/BalanceSheets/TotalNetAssetsEOY08363537
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0161029
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0165443
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis115323
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis21139668
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES - CITBANK A/C#4768
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1PUBLICLY TRADED SECURITIES - CITBANK A/C#4768
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2PUBLICLY TRADED SECURITIES - CITBANK A/C#4768
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-3693
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-1757
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2166479
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-3693
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-1757
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2166479
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0161750
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice113566
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21306147
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01159687
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal08363537
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY07203850
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY08363537
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0373650
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0373650
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0373650
IRS990PF/DistributableAmount/MinimumInvestmentReturn0379872
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome06222
IRS990PF/DistributableAmount/TotalTax06222
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear07218
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01440
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax06222
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment07218
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal06222
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome06222
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension012000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments013440
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY08921654
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets07713138
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances04175835
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities03534038
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0115697
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets03265
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0379872
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets07597441
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets07713138
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/AdjNonchrtblAssetsAndOnePct01019132
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets01016021
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.133732
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.197518
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.078481
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.111961
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.161863
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.118839
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets07597441
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear106807762
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear206259483
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear305279600
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear404967233
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear504735356
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome03111
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0754714
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear101344657
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20491250
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30591110
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40804010
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50562744
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.668662
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0754714
IRS990PF/QualifyingDistributions/ExpensesAndContributions0754714
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0754714
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
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0ROCHELLE SHAPELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2180
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount710000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount82500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount9250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount10100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11110100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount121000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount135000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1412500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1610000

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,369,759
Liabilities
$6,222
Net assets
$8,363,537
Revenue
-
Expenses
$796,436
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