Civic Intelligence

Solid Rock Foundation

990PF • Fiscal year 2017 • EIN 94-3155938

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 31, 2018

Organization Profile
2182 Parkside AvenueHillsborough, CA 94010

(410) 370-0066

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

21st percentile

-6.2%

Higher net margin than 21% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

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.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

30th percentile

-0.4%

Faster asset growth than 30% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

78%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$17,213,008

Down $62,330 (-0.4%) from 2016

Net Assets

Down

$17,213,008

Down $62,330 (-0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin21st percentile

Revenue

Up

$1,003,988

Up $439,766 (+78%) from 2016

Expenses

Up

$1,066,318

Up $181,542 (+21%) from 2016

Net Income

Up

-$62,330

Up $258,224 (+81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$80M$60M$40M$20M$0Assets 2011: $16,315,139Liabilities 2011: $65,0002011Assets 2012: $16,288,387Liabilities 2012: $0Net Assets 2012: $16,288,3872012Assets 2013: $15,937,528Liabilities 2013: $0Net Assets 2013: $15,937,5282013Assets 2014: $18,049,592Liabilities 2014: $30,000Net Assets 2014: $18,019,5922014Assets 2015: $17,595,892Liabilities 2015: $0Net Assets 2015: $17,595,8922015Assets 2016: $17,275,338Liabilities 2016: $0Net Assets 2016: $17,275,3382016Assets 2017: $17,213,008Liabilities 2017: $0Net Assets 2017: $17,213,0082017Assets 2018: $17,096,154Liabilities 2018: $0Net Assets 2018: $17,096,1542018Assets 2019: $16,908,039Liabilities 2019: $0Net Assets 2019: $16,908,0392019Assets 2020: $17,405,921Liabilities 2020: $0Net Assets 2020: $17,405,9212020Assets 2021: $52,560,658Liabilities 2021: $0Net Assets 2021: $52,560,6582021Assets 2022: $52,954,218Liabilities 2022: $0Net Assets 2022: $52,954,2182022Assets 2023: $62,167,858Liabilities 2023: $0Net Assets 2023: $62,167,8582023Assets 2024: $62,938,247Liabilities 2024: $0Net Assets 2024: $62,938,2472024

Highlighted filing

2017

Assets$17,213,008
Liabilities$0
Net Assets$17,213,008
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $4,320,235Expenses 2011: $926,495Net Income 2011: $3,393,7402011Expenses 2012: $823,1712012Revenue 2013: $629,975Expenses 2013: $980,834Net Income 2013: -$350,8592013Revenue 2014: $3,076,499Expenses 2014: $994,435Net Income 2014: $2,082,0642014Revenue 2015: $598,990Expenses 2015: $1,022,690Net Income 2015: -$423,7002015Revenue 2016: $564,222Expenses 2016: $884,776Net Income 2016: -$320,5542016Revenue 2017: $1,003,988Expenses 2017: $1,066,318Net Income 2017: -$62,3302017Revenue 2018: $907,817Expenses 2018: $1,024,671Net Income 2018: -$116,8542018Revenue 2019: $750,367Expenses 2019: $938,482Net Income 2019: -$188,1152019Revenue 2020: $1,546,570Expenses 2020: $1,048,688Net Income 2020: $497,8822020Revenue 2021: $44,491,606Expenses 2021: $1,643,223Net Income 2021: $42,848,3832021Revenue 2022: $4,128,876Expenses 2022: $3,253,274Net Income 2022: $875,6022022Revenue 2023: $12,534,354Expenses 2023: $3,230,493Net Income 2023: $9,303,8612023Revenue 2024: $4,895,243Expenses 2024: $4,173,727Net Income 2024: $721,5162024

Highlighted filing

2017

Revenue$1,003,988
Expenses$1,066,318
Net Income-$62,330
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 31, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM W BUDGEVice President-$0--
ELIZABETH BUDGE D'HEMERYVice President-$0--
JOSEPH H BUDGETreasurer-$0--
JENNIFER BUDGEPresident-$0--
WILLA KATHLEEN BUDGESecretary-$0--
GEORGE TARLETONVice President-$0--
MAYO SHATTUCK IVVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLIVING CLASSROOMS FOUNDATIONPROVIDE SERVICE TO UNDERPERFORMING STUDENTS FROM SURROUNDING MIDDLE SCHOOLS.501(C)(3)BALTIMORE, MD, US$100,000
Paid GrantMOTHER SETON ACADEMYSUPPORT A TUITION FREE MIDDLE SCHOOL THAT SERVES STUDENTS WITH GREAT ECONOMIC NEED.501(C)(3)BALTIMORE, CA, US$100,000
Paid GrantPENINSULA FAMILY YMCASUPPORT AFFORDABLE YOUTH DEVELOPMENT PROGRAMS, DAY CARE & MENTAL HEALTH.501(C)(3)SAN MATEO, CA, US$100,000
Paid GrantST ANN'S CENTER FOR CHILDREN YOUTH AND FAMILIESPROVIDE SUPPORT & GUIDANCE TO VULNERABLE YOUNG FAMILIES SO THAT THEY CAN ACHIEVE SELF SUFFICIENCY.501(C)(3)HYATTSVILLE, MD, US$100,000
Paid GrantREDWOOD EMPIRE FOOD BANKTO SUPPORT THE SERVICES THE REDWOOD FOOD BANK PROVIDED TO FAMILIES IMPACTED BY THE FIRES AND TO SUPPORT THE ORGANIZATION'S PROGRAMS AT HIGH NEED SCHOOLS.501(C)(3)SANTA ROSA, CA, US$100,000
Paid GrantHABITAT FOR HUMANITY GREATER SAN FRANCISCOPROVIDE AFFORDABLE HOME OWNERSHIP TO FAMILIES AND STRENGTHENS NEIGHBORHOODS.501(C)(3)SAN FRANCISCO, CA, US$75,000
Paid GrantLIFEMOVESPROVIDE INTERIM HOUSING WITH COMPREHENSIVE SERVICES FOR HOMELESS FAMILIES & INDIVIDUALS.501(C)(3)MENLO PARK, CA, US$75,000
Paid GrantSAMARITAN HOUSEHELP FAMILIES IN NEED WITH FOOD, CLOTHING & HEALTH CARE.501(C)(3)SAN MATEO, CA, US$75,000
Paid GrantSEED SCHOOL OF MARYLANDPROVIDE TUITION FREE EDUCATION AT A COLLEGE PREPARATORY PUBLIC BOARDING SCHOOL TO STUDENTS STATEWIDE.501(C)(3)BALTIMORE, MD, US$75,000
Paid GrantHOMEWORK CENTRALPROVIDE AFTER SCHOOL HOMEWORK TUTORING & ACADEMIC SUPPORT FOR PUBLIC SCHOOL STUDENTS IN GRADES 3 - 5501(C)(3)SAN MATEO, CA, US$50,000
Paid GrantMID-PENISULA BOYS & GIRLS CLUBPROVIDE YOUTH WITH EDUCATIONAL, RECREATIONAL & SOCIAL ACTIVITIES DURING AFTER SCHOOL HOURS.501(C)(3)SAN MATEO, CA, US$50,000
Paid GrantREADING PARTNERSPROVIDE ONE ON ONE READING TUTORING TO 1,485 STUDENTS AT 80 READING CENTERS IN BAY AREA PUBLIC SCHOOLS.501(C)(3)OAKLAND, CA, US$50,000
Paid GrantSTUDENTS RISING ABOVEPROVIDE GUIDANCE & SUPPORT TO COLLEGE BOUND LOW INCOME FIRST GENERATION COLLEGE STUDENTS.501(C)(3)SAN FRANCISCO, CA, US$50,000
Filing and Contact Details

Filer

Filer Name
Solid Rock Foundation
EIN
94-3155938
Phone
4103700066
Address
2182 PARKSIDE AVENUE, HILLSBOROUGH, CA 94010

Signing Officer

Name
Jennifer Budge
Title
President
Phone
4103700066
Signed
2018-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Navolio & Tallman Llp
Address
201 MISSION ST STE 650, SAN FRANCISCO, CA 94105
Preparer
Thomas J Parry
Phone
4159561750
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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/PropertyDesc0FIDELITY CONSRV NCM BD FD INSTL CL: FCNVX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY CONSRV NCM BD FD INSTL CL: FCNVX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AQR MGD FUTURES STRAT FD CL I: AQMIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AQR MGD FUTURES STRAT FD CL I: AQMIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4JP MORGAN CHASE ALERIAN ETN: AMJ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SCHWAB FUNDAMENTAL US LARGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6OAKMARK INTL FD INV: OAKIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7UBS E TRACS ALERIAN MLP INFRASTR ETN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL SHARE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VICTORY GLOBAL NATURAL RESOURCES FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VULCAN VALUE PARTNERS SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11WILLIAM BLAIR MACRO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12HP SECURITIES LITIGATION SETTLEMENT FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0663378
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-62330
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017213008
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017275338
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017213008
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0957438
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0957438
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0957438
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0966953
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09515
IRS990PF/DistributableAmountGrp/TotalTaxAmt09515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010160
IRS990PF/FMVAssetsEOYAmt020003405
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt036792
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt022715
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt022715
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03234197
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04878396
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04852865
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013100793
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011610970
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014428007
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0349083
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0299464
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0298355
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt017275338
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt017213008
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0554473
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0401463
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0401463
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017275338
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017213008
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020003405
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017275338
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017213008
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017275338
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017213008
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019633554
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0365446
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019268108
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0294503
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0966953
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019339051
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt019633554
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM W BUDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH BUDGE D'HEMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOSEPH H BUDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JENNIFER BUDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WILLA KATHLEEN BUDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5GEORGE TARLETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MAYO SHATTUCK IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt065 DOWNEY WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13450 SACRAMENTO ST 507
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29 RANDALL COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32182 PARKSIDE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42298 PACIFIC AVENUE 5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt53 SHERWOOD COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt62957 DIVISADERO ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HILLSBOROUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ANNAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3HILLSBOROUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5HILLSBOROUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd221401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd694123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0926979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0936494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0837700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0908284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0957402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0961028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0796661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt09515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt019339051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt017891120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt019035184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt019921671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt018729923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt017410523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01002700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.239663
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0993185
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01002700
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt09515
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01002700
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,213,008
Liabilities
$0
Net assets
$17,213,008
Revenue
$1,003,988
Expenses
$1,066,318
Net income
-$62,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.9$0.00$62.9$4.90$4.17$0.72
2023Detailed filing. Detailed filing data is available for this year.$62.2$0.00$62.2$12.5$3.23$9.30
2022Detailed filing. Detailed filing data is available for this year.$53.0$0.00$53.0$4.13$3.25$0.88
2021Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$44.5$1.64$42.8
2020Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$1.55$1.05$0.50
2019Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.75$0.94$0.19
2018Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.91$1.02$0.12
2017Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$1.00$1.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$0.56$0.88$0.32
2015Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$0.60$1.02$0.42
2014Detailed filing. Detailed filing data is available for this year.$18.0$0.03$18.0$3.08$0.99$2.08
2013Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.63$0.98$0.35
2012Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.82
2011Summary only. Only limited summary data is available for this year.$16.3$0.07$4.32$0.93$3.39