Civic Intelligence

The Edward and Constance Barthold Family Foundation

990PF • Fiscal year 2015 • EIN 94-3139146

Jan 01, 2015 to Dec 31, 2015 • Filed on May 19, 2016

339 S San Antonio Road Suite 2ALos Altos, CA 94022

(650) 325-0433

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

84th percentile

33%

Higher net margin than 84% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

63rd percentile

3.5%

Faster asset growth than 63% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-88%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$2,170,688

Up $72,473 (+3.5%) from 2014

Net Assets

Up

$2,170,688

Up $72,473 (+3.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$217,931

Down $1,525,707 (-88%) from 2014

Expenses

Up

$145,448

Up $21,501 (+17%) from 2014

Net Income

Down

$72,483

Down $1,547,208 (-96%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $380,979Liabilities 2011: $02011Assets 2012: $489,490Liabilities 2012: $0Net Assets 2012: $489,4902012Assets 2013: $478,517Liabilities 2013: $0Net Assets 2013: $478,5172013Assets 2014: $2,098,215Liabilities 2014: $0Net Assets 2014: $2,098,2152014Assets 2015: $2,170,688Liabilities 2015: $0Net Assets 2015: $2,170,6882015Assets 2016: $2,045,255Liabilities 2016: $0Net Assets 2016: $2,045,2552016Assets 2017: $2,123,618Liabilities 2017: $0Net Assets 2017: $2,123,6182017Assets 2018: $2,367,256Liabilities 2018: $0Net Assets 2018: $2,367,2562018Assets 2019: $2,367,228Liabilities 2019: $0Net Assets 2019: $2,367,2282019Assets 2020: $2,708,889Liabilities 2020: $0Net Assets 2020: $2,708,8892020Assets 2021: $2,597,490Liabilities 2021: $0Net Assets 2021: $2,597,4902021Assets 2022: $2,391,699Liabilities 2022: $0Net Assets 2022: $2,391,6992022Assets 2023: $2,194,486Liabilities 2023: $0Net Assets 2023: $2,194,4862023Assets 2024: $2,377,503Liabilities 2024: $0Net Assets 2024: $2,377,5032024

Highlighted filing

2015

Assets$2,170,688
Liabilities$0
Net Assets$2,170,688

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $14,530Expenses 2011: $18,161Net Income 2011: -$3,6312011Expenses 2012: $14,4882012Revenue 2013: $21,009Expenses 2013: $31,982Net Income 2013: -$10,9732013Revenue 2014: $1,743,638Expenses 2014: $123,947Net Income 2014: $1,619,6912014Revenue 2015: $217,931Expenses 2015: $145,448Net Income 2015: $72,4832015Revenue 2016: $147,606Expenses 2016: $141,384Net Income 2016: $6,2222016Revenue 2017: $217,753Expenses 2017: $139,390Net Income 2017: $78,3632017Revenue 2018: $423,677Expenses 2018: $180,039Net Income 2018: $243,6382018Revenue 2019: $177,733Expenses 2019: $177,761Net Income 2019: -$282019Revenue 2020: $534,164Expenses 2020: $188,746Net Income 2020: $345,4182020Revenue 2021: $95,959Expenses 2021: $207,358Net Income 2021: -$111,3992021Revenue 2022: -$58,677Expenses 2022: $147,114Net Income 2022: -$205,7912022Revenue 2023: -$82,573Expenses 2023: $114,640Net Income 2023: -$197,2132023Revenue 2024: $344,457Expenses 2024: $161,440Net Income 2024: $183,0172024

Highlighted filing

2015

Revenue$217,931
Expenses$145,448
Net Income$72,483
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 19, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORDON RINGOLDPresident-$0--
CHRISTINE RYLANDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Edward and Constance Barthold
EIN
94-3139146
Phone
6503250433
Address
339 S SAN ANTONIO ROAD SUITE 2A, LOS ALTOS, CA 94022

Signing Officer

Name
Gordon Ringold
Title
President
Phone
6503250433
Signed
2016-05-19

Preparer

Firm
Young Craig Co Llp
Address
2570 W EL CAMINO REAL 150, MOUNTAIN VIEW, CA 94040
Preparer
Robert D Galen
Phone
6502091800
Raw XML AppendixShowing 400 of 524 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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DistributionFromCorpusElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2),THE EDWARD AND CONSTANCE BARTHOLD FAMILY FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: __________________________________NAME & TITLE: _____________________________
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1412246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1582428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1621107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1715714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt538853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6100789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt743563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt815624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt920705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10329600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1123700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1315228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1412490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1584074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1621382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1715714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0126.14 SHS DFA MICRO CAO PORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1177.25 SHS DODGE & COX INC FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2175.59 SHS HOTCHKIS & WILEY HIGH YIELD FD CL 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc380.23 SHS PIMCO EMERG MKTS FULL SPECTRUM BD INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc430.51 SHS PIMCO FOREIGN BOND FD UNHEDGED INST CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51925.31 SHS DFA US MICRO CAP PORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc67,351.49 SHS DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73,440.98 SHS HOTCHKIS & WILEY HIGH YIELD FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81,980.17 SHS PIMCO EMERG MKTS FULL SPECTRUM BD INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92,235.91 SHS PIMCO FOREIGN BOND FD UNHEADGED INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1010,000 SHS SCHWAB S&P 500 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11467 SHS COMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12100 SHS COMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13300 SHS COMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14388 SHS INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc152,612 SHS INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16240 SHS YUM BRANDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0170676
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt072483
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt010
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02170698
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02098215
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02170688
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0119439
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0119439
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0119439
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0121612
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02173
IRS990PF/DistributableAmountGrp/TotalTaxAmt02173
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0407
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02173
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0407
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02173
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02173
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02580
IRS990PF/FMVAssetsEOYAmt02407609
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt098398
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt098398
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0409306
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0394395
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0751434
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01663928
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01154077
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01033959
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01999817
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02072290
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024974
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0622216
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0622216
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02098215
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02170688
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02407609
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02098215
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02170688
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02098215
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02170688
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02469276
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0346858
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02122418
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt037039
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0121612
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02432237
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02469276
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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/PersonNm0GORDON RINGOLD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTINE RYLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0339 S SAN ANTONIO RD 2A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1339 S SAN ANTONIO RD 2A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ALTOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ALTOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt086198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt088371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt099348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt023136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt010249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt07775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt030880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.035440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.069616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.028043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.015296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.011387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02432237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01427076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0825023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0670028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0682780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0584184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0131008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.177202
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0128835
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0131008
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02173
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0131008
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.34$0.16$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.08$0.11$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.06$0.15$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.10$0.21$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.53$0.19$0.35
2019Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.18$0.18$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.42$0.18$0.24
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.22$0.14$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.15$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.22$0.15$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$1.74$0.12$1.62
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.02$0.03$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.01
2011Summary only. Only limited summary data is available for this year.$0.38$0.00$0.01$0.02$0.00
Peer Organizations

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