Civic Intelligence

The Middleton Foundation

990PF • Fiscal year 2018 • EIN 94-3117882

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

Organization Profile
400 South El Camino Real Ste1200San Mateo, CA 94402

(650) 401-2000

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

20th percentile

0.02x

Higher debt load relative to revenue than 20% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

89th percentile

53%

Higher net margin than 89% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

64th percentile

5.1%

Faster asset growth than 64% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

7.7%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,271,108

Up $549,656 (+5.1%) from 2017

Net Assets

Up

$11,241,433

Up $539,981 (+5.0%) from 2017

Liabilities

Up

$29,675

Up $9,675 (+48%) from 2017

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin89th percentile

Revenue

Up

$1,565,758

Up $111,767 (+7.7%) from 2017

Expenses

Down

$739,827

Down $111,969 (-13%) from 2017

Net Income

Up

$825,931

Up $223,736 (+37%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$15M$10M$5.0M$0Assets 2010: $8,400,422Liabilities 2010: $0Net Assets 2010: $8,400,4222010Assets 2011: $9,939,685Liabilities 2011: $112,020Net Assets 2011: $9,827,6652011Assets 2012: $10,870,771Liabilities 2012: $309,0862012Assets 2013: $10,379,769Liabilities 2013: $53,514Net Assets 2013: $10,326,2552013Assets 2014: $10,780,939Liabilities 2014: $125,500Net Assets 2014: $10,655,4392014Assets 2015: $10,929,138Liabilities 2015: $114,867Net Assets 2015: $10,814,2712015Assets 2016: $10,624,027Liabilities 2016: $67,750Net Assets 2016: $10,556,2772016Assets 2017: $10,721,452Liabilities 2017: $20,000Net Assets 2017: $10,701,4522017Assets 2018: $11,271,108Liabilities 2018: $29,675Net Assets 2018: $11,241,4332018Assets 2019: $11,346,279Liabilities 2019: $38,128Net Assets 2019: $11,308,1512019Assets 2020: $11,325,456Liabilities 2020: $26,410Net Assets 2020: $11,299,0462020Assets 2021: $12,459,916Liabilities 2021: $26,886Net Assets 2021: $12,433,0302021Assets 2022: $13,233,900Liabilities 2022: $77,965Net Assets 2022: $13,155,9352022Assets 2023: $13,724,800Liabilities 2023: $155,200Net Assets 2023: $13,569,6002023Assets 2024: $14,082,751Liabilities 2024: $169,700Net Assets 2024: $13,913,0512024

Highlighted filing

2018

Assets$11,271,108
Liabilities$29,675
Net Assets$11,241,433
Open 2018 Filing

Operations Trend

Revenue Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $586,1972010Expenses 2011: $634,6892011Revenue 2012: $2,432,720Expenses 2012: $658,700Net Income 2012: $1,774,0202012Revenue 2013: $835,611Expenses 2013: $638,672Net Income 2013: $196,9392013Revenue 2014: $903,546Expenses 2014: $574,362Net Income 2014: $329,1842014Revenue 2015: $1,176,123Expenses 2015: $1,017,291Net Income 2015: $158,8322015Revenue 2016: $1,009,794Expenses 2016: $1,043,226Net Income 2016: -$33,4322016Revenue 2017: $1,453,991Expenses 2017: $851,796Net Income 2017: $602,1952017Revenue 2018: $1,565,758Expenses 2018: $739,827Net Income 2018: $825,9312018Revenue 2019: $934,177Expenses 2019: $793,859Net Income 2019: $140,3182019Revenue 2020: $927,556Expenses 2020: $788,544Net Income 2020: $139,0122020Revenue 2021: $3,200,134Expenses 2021: $747,550Net Income 2021: $2,452,5842021Revenue 2022: $2,219,783Expenses 2022: $829,981Net Income 2022: $1,389,8022022Revenue 2023: $595,752Expenses 2023: $937,037Net Income 2023: -$341,2852023Revenue 2024: $1,221,863Expenses 2024: $933,618Net Income 2024: $288,2452024

Highlighted filing

2018

Revenue$1,565,758
Expenses$739,827
Net Income$825,931
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED A MIDDLETONPresident &-$0--
BETTY BLOXHAMSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Middleton Foundation
EIN
94-3117882
Phone
6504012000
Address
400 SOUTH EL CAMINO REAL STE1200, SAN MATEO, CA 94402

Signing Officer

Name
Fred a Middleton
Title
President & CEO
Phone
6504012000
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Diawara & Associates Cpas
Address
2225 EAST BAYSHORE ROAD SUITE 200, PALO ALTO, CA 94303
Preparer
Karifa Diawara
Phone
6503201782
Raw XML AppendixShowing 400 of 768 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/PropertyDesc0SCHWAB (MASTER A/C)
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SCHWAB (HEITMAN A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SCHWAB (JANUS A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SCHWAB (HEITMAN A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SCHWAB(NFJ A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SCHWAB (NFJ A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SCHWAB (PIMCO A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SCHWAB (PIMCO A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SCHWAB (MFS A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SCHWAB (MFS A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SCHWAB (NFJ SCV A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SCHWAB (NFJ SCV A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SCHWAB (NEU A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SCHWAB (NEU A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16SCHWAB (RIVER A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17SCHWAB (LD A/C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0487635
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0487635
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0825931
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0285950
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011527383
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010701452
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011241433
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0651115
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0651115
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0651115
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0671355
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt020240
IRS990PF/DistributableAmountGrp/TotalTaxAmt020240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt015330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt025000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt020240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt015330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt020240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt020240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt035570
IRS990PF/FMVAssetsEOYAmt012565077
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0271287
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0498061
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0498061
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05050781
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05103194
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06480650
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01587
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05046562
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05329315
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05250050
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt020000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt029675
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010721452
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011271108
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012565077
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt020000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt029675
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010721452
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011271108
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010701452
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011241433
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt010701452
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt011241433
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0352822
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0340538
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0334729
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013631573
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0363608
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013267965
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0204474
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0671355
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013427099
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013631573
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MERRILL LYNCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine2Txt0MERRILL LYNCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt083357
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0600 CALIFORNIA ST 8TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0600 CALIFORNIA ST 8TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRED A MIDDLETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BETTY BLOXHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT &
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0400 SOUTH EL CAMINO REAL STE 1200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1400 SOUTH EL CAMINO REAL STE 1200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN MATEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN MATEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194402
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0733227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0743347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0728190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0940642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0897428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0445519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0540784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.076277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.067962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.032231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.041283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt010120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt013427099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt013170948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt012331855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt013204846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt013822520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt013099470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0640457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.273041
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0640457
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0640457
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0640457
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FRED MIDDLETON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 SOUTH EL CAMINO REAL STE 1200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN MATEO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094402
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06504012000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0FRED A MIDDLETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt102000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt137500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt152000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt208500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt231000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt241000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt252000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2665000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt275000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12CHARITY

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,271,108
Liabilities
$29,675
Net assets
$11,241,433
Revenue
$1,565,758
Expenses
$739,827
Net income
$825,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.1$0.17$13.9$1.22$0.93$0.29
2023Detailed filing. Detailed filing data is available for this year.$13.7$0.16$13.6$0.60$0.94$0.34
2022Detailed filing. Detailed filing data is available for this year.$13.2$0.08$13.2$2.22$0.83$1.39
2021Detailed filing. Detailed filing data is available for this year.$12.5$0.03$12.4$3.20$0.75$2.45
2020Detailed filing. Detailed filing data is available for this year.$11.3$0.03$11.3$0.93$0.79$0.14
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.04$11.3$0.93$0.79$0.14
2018Detailed filing. Detailed filing data is available for this year.$11.3$0.03$11.2$1.57$0.74$0.83
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.02$10.7$1.45$0.85$0.60
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.07$10.6$1.01$1.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.11$10.8$1.18$1.02$0.16
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.13$10.7$0.90$0.57$0.33
2013Detailed filing. Detailed filing data is available for this year.$10.4$0.05$10.3$0.84$0.64$0.20
2012Summary only. Only limited summary data is available for this year.$10.9$0.31$2.43$0.66$1.77
2011Detailed filing. Detailed filing data is available for this year.$9.94$0.11$9.83$0.63
2010Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$0.59