Civic Intelligence

The Berthold Latz Foundation Inc

EIN 94-3088084 • Millbrae, CA

423 BroadwayMillbrae, CA 94030
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

16th percentile

-51%

Higher net margin than 16% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2021

Asset Growth

49th percentile

-2.8%

Faster asset growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

-14%

Faster revenue growth than 38% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$163,120

Down $4,616 (-2.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$163,120

Down $4,616 (-2.8%) from 2020

Operations
Liabilities / Revenue66th percentileNet Margin16th percentile

Revenue

Down

$9,055

Down $1,420 (-14%) from 2020

Expenses

Down

$13,671

Down $2,503 (-15%) from 2020

Net Income

Up

-$4,616

Up $1,083 (+19%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2012: $362,936Liabilities 2012: $5852012Assets 2013: $344,748Liabilities 2013: $609Net Assets 2013: $344,1392013Assets 2014: $340,801Liabilities 2014: $609Net Assets 2014: $340,1922014Assets 2015: $321,241Liabilities 2015: $605Net Assets 2015: $320,6362015Assets 2016: $281,772Liabilities 2016: $605Net Assets 2016: $281,1672016Assets 2017: $254,419Liabilities 2017: $605Net Assets 2017: $253,8142017Assets 2018: $195,601Liabilities 2018: $594Net Assets 2018: $195,0072018Assets 2019: $173,435Liabilities 2019: $0Net Assets 2019: $173,4352019Assets 2020: $167,736Liabilities 2020: $0Net Assets 2020: $167,7362020Assets 2021: $163,120Liabilities 2021: $0Net Assets 2021: $163,1202021

Highlighted filing

2021

Assets$163,120
Liabilities$0
Net Assets$163,120
Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50K-$100KRevenue 2012: -$555Expenses 2012: $26,733Net Income 2012: -$27,2882012Expenses 2013: $29,6192013Revenue 2014: $25,100Expenses 2014: $29,047Net Income 2014: -$3,9472014Revenue 2015: $5,795Expenses 2015: $25,351Net Income 2015: -$19,5562015Revenue 2016: -$2,506Expenses 2016: $36,963Net Income 2016: -$39,4692016Revenue 2017: -$4,817Expenses 2017: $22,536Net Income 2017: -$27,3532017Revenue 2018: -$32,197Expenses 2018: $26,610Net Income 2018: -$58,8072018Revenue 2019: $10,440Expenses 2019: $32,012Net Income 2019: -$21,5722019Revenue 2020: $10,475Expenses 2020: $16,174Net Income 2020: -$5,6992020Revenue 2021: $9,055Expenses 2021: $13,671Net Income 2021: -$4,6162021

Highlighted filing

2021

Revenue$9,055
Expenses$13,671
Net Income-$4,616
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$163,120
Liabilities
$0
Net assets
$163,120
Revenue
$9,055
Expenses
$13,671
Net income
-$4,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.09$0.14$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.10$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.10$0.32$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.01$1.95$0.32$0.27$0.59
2017Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.54$0.05$0.23$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.01$2.81$0.03$0.37$0.39
2015Detailed filing. Detailed filing data is available for this year.$3.21$0.01$3.21$0.06$0.25$0.20
2014Detailed filing. Detailed filing data is available for this year.$3.41$0.01$3.40$0.25$0.29$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.45$0.01$3.44$0.30
2012Summary only. Only limited summary data is available for this year.$3.63$0.01$0.01$0.27$0.27
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MILTON JACOBSCEO, CFO-$0--
SONJA JOHNSON-BUNNELLSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERALN/ABEVERLY HILLS, CA, US$12,000
Paid Grant-GENERALN/ABURLINGAME, CA, US$4,000
Paid Grant-GENERALN/ASAN FRANCISCO, CA, US$1,000
Paid Grant-GENERALN/ASAN FRANCISCO, CA, US$260
Paid Grant-GENERALN/ASAN FRANCISCO, CA, US$200
Filing and Contact Details

Filer

Filer Name
The Berthold Latz Foundation Inc
EIN
94-3088084
Phone
6505895111
Address
423 BROADWAY, MILLBRAE, CA 94030

Signing Officer

Name
Milton Jacobs
Title
CEO, CFO
Phone
6505895111
Signed
2019-10-15

Preparer

Firm
Ronald J Lau CPA
Address
4306 Geary Blvd Suite 301, San Francisco, CA 94118
Preparer
Ronald J Lau
Phone
4157424177
Raw XML Appendix360 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/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03770
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0942
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0943
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt06592
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt03840
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt010440
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010440
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0942
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0943
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03770
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06713
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03840
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt017460
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt017460
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt06592
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06592
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06592
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-21572
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt055763
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03840
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06800
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0113
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0377
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0378
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01510
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02255
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02255
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09019
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt021097
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03640
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010440
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010440
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03637
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03640
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt148196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ST STOCK TRANSACTIONS - SCH ATT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LT STOCK TRANSACTIONS - SCH ATT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03840
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0113
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-21572
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0173435
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0195007
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0173435
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09536
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09536
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09536
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09604
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt068
IRS990PF/DistributableAmountGrp/TotalTaxAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt068
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt068
IRS990PF/FMVAssetsEOYAmt0194939
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0518864
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0190880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0169165
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0190669
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0594
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-323857
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04270
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0195601
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0594
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0195601
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0173435
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0195007
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0190507
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02925
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09604
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0192078
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0195003
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MILTON JACOBS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SONJA JOHNSON-BUNNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO, CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILLBRAE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MILLBRAE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt013955
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.072301
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05421
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0205870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0219842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0262508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0307914
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt021097
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCOME WAS CONTRIBUTED TO CHARITABLE ORGANIZATIONS WHICH BENEFIT MANY.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILLBRAE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0940301905
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MILTON JACOBS
IRS990PF/StatementsRegardingActyGrp/PhoneNum06505895111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE BERTHOLD LATZ FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06505895111
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0423 BROADWAY 706
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILLBRAE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0940301905
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0WEST COAST FRIENDS OF BAR-ILAN UNIV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PENINSULA TEMPLE SHOLUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AMERICAN JEWISH COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3JEWISH FAMILY CHILDREN'S SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ANTI DEFAMATION LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08730 WILSHIRE BLVD 550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11655 SEBASTIAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2121 STEUART ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 159004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4720 MARKET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BEVERLY HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BURLINGAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494102
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017460
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09536
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05534
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01504
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04528
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04528
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036282
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011561
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05534
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02642
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015041
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01504
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021097
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011561
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040810
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029249
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WORKMENS COMP INS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1123
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2239
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1124
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2239
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1494
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2956
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02899
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0725
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11530
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0725
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11530
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt127
TaxesSchedule/TaxesDetail/Amt216
TaxesSchedule/TaxesDetail/Amt3200
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/CategoryTxt2OTHER
TaxesSchedule/TaxesDetail/CategoryTxt3PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt17
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt24
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt350
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt17
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt24
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt350
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MILTON JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO, CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06505895111
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERTHOLD LATZ FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0943088084
ReturnHeader/Filer/PhoneNum06505895111
ReturnHeader/Filer/USAddress/AddressLine1Txt0423 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0MILLBRAE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942357928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ronald J Lau CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04306 Geary Blvd Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094118
ReturnHeader/PreparerPersonGrp/PhoneNum04157424177
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald J Lau
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-21T09:52:40-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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