Civic Intelligence

The Middleton Foundation

990PF • Fiscal year 2019 • EIN 94-3117882

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

Organization Profile
1300 South El Camino Real Ste 203San Mateo, CA 94402

(650) 401-2000

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.04x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

37th percentile

0.7%

Faster asset growth than 37% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-40%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$11,346,279

Up $75,171 (+0.7%) from 2018

Net Assets

Up

$11,308,151

Up $66,718 (+0.6%) from 2018

Liabilities

Up

$38,128

Up $8,453 (+28%) from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin71st percentile

Revenue

Down

$934,177

Down $631,581 (-40%) from 2018

Expenses

Up

$793,859

Up $54,032 (+7.3%) from 2018

Net Income

Down

$140,318

Down $685,613 (-83%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2019

Assets$11,346,279
Liabilities$38,128
Net Assets$11,308,151
Open 2019 Filing

Operations Trend

Revenue Growth9th 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

2019

Revenue$934,177
Expenses$793,859
Net Income$140,318
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay21st 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
1300 SOUTH EL CAMINO REAL STE 203, SAN MATEO, CA 94402

Signing Officer

Name
Fred a Middleton
Title
President & CEO
Phone
6504012000
Signed
2020-11-06
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 821 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/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ML ACCOUNT (JANUS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ML ACCOUNT (LONDON DIV.)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ML ACCOUNT (JANUS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ML ACCOUNT (LONDON DIV.)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ML ACCOUNT (HI YIELD)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ML ACCOUNT (REIT & BDCS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ML ACCOUNT (HI YIELD)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ML ACCOUNT (MLP)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ML ACCOUNT (HEITMAN)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ML ACCOUNT (MLP)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ML ACCOUNT (HEITMAN)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ML ACCOUNT (MLP)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ML ACCOUNT (PIMCO)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ML ACCOUNT (MASTER)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ML ACCOUNT (MFS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ML ACCOUNT (MASTER)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16ML ACCOUNT (MFS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17ML ACCOUNT (NFJ)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18ML ACCOUNT (NFJ)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19ML ACCOUNT (NEU)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20ML ACCOUNT (NEU)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21ML ACCOUNT (R ACG)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22ML ACCOUNT (R ACG)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0151074
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt042570
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0140318
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt073600
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011381751
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011241433
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011308151
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0689374
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0689374
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0689374
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0703792
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014418
IRS990PF/DistributableAmountGrp/TotalTaxAmt014418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020240
IRS990PF/FMVAssetsEOYAmt014930210
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0498061
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0557519
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0557519
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05103194
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05214031
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07958854
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt011241433
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt011308151
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01625
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05329315
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05231344
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06052566
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt029675
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt038128
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011271108
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011346279
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014930210
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt029675
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt038128
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011271108
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011346279
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011241433
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011308151
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0340538
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0343385
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0359646
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014290189
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0513055
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013777134
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0214353
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0703792
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014075836
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014290189
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MERRILL LYNCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine2Txt0MERRILL LYNCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt091029
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/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
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/AddressLine1Txt01300 SOUTH EL CAMINO REAL STE 203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11300 SOUTH EL CAMINO REAL STE 203
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/AdjNetVlNoncharitableAssetsAmt0786713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0793922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0640457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0728190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0940642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0897428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0445519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.055288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.076277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.067962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.032231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt014075836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt013427099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt013170948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt012331855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt013204846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt013822520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0657968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.279457
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0657968
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0657968
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0657968
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/AddressLine1Txt01300 SOUTH EL CAMINO REAL STE 203
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

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,346,279
Liabilities
$38,128
Net assets
$11,308,151
Revenue
$934,177
Expenses
$793,859
Net income
$140,318
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