Civic Intelligence

Tosa Foundation

990PF • Fiscal year 2016 • EIN 94-3165171

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 16, 2017

Organization Profile
3130 Alpine Road Pmb 705 No 288Portola Valley, CA 94028

(650) 851-6922

Siviq Scores

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

Liabilities / Assets

12th percentile

0.02x

Higher debt load relative to assets than 12% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.11x

Higher debt load relative to revenue than 14% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Net Margin

95th percentile

56%

Higher net margin than 95% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

6th percentile

$25,000

Higher top officer pay than 6% of similar nonprofits.

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

2016 filings • $250M-$1B nonprofits • Source year 2016

Asset Growth

85th percentile

12%

Faster asset growth than 85% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

523%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$622,566,887

Up $68,180,418 (+12%) from 2015

Net Assets

$609,574,959

No earlier filing loaded for comparison.

Liabilities

Up

$12,991,928

Up $7,609,727 (+141%) from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin95th percentile

Revenue

Up

$121,742,977

Up $102,201,812 (+523%) from 2015

Expenses

Down

$53,983,053

Down $59,530,782 (-52%) from 2015

Net Income

Up

$67,759,924

Up $161,732,594 (+172%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$800M$600M$400M$200M$0Assets 2011: $503,141,793Liabilities 2011: $40,944,6122011Assets 2012: $727,037,004Liabilities 2012: $30,930,5002012Assets 2013: $712,302,365Liabilities 2013: $6,302,2852013Assets 2014: $648,399,345Liabilities 2014: $5,572,4082014Assets 2015: $554,386,469Liabilities 2015: $5,382,2012015Assets 2016: $622,566,887Liabilities 2016: $12,991,928Net Assets 2016: $609,574,9592016Assets 2019: $571,240,002Liabilities 2019: $5,488,0532019Assets 2020: $593,763,925Liabilities 2020: $6,619,089Net Assets 2020: $587,144,8362020Assets 2021: $620,174,698Liabilities 2021: $99,837,4462021Assets 2022: $505,364,370Liabilities 2022: $76,517,550Net Assets 2022: $428,846,8202022Assets 2023: $481,360,708Liabilities 2023: $26,413,4982023Assets 2024: $391,617,057Liabilities 2024: $943,525Net Assets 2024: $390,673,5322024

Highlighted filing

2016

Assets$622,566,887
Liabilities$12,991,928
Net Assets$609,574,959
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$300M$200M$100M$0-$100MRevenue 2011: $19,631,195Expenses 2011: $65,586,105Net Income 2011: -$45,954,9102011Revenue 2012: $277,551,435Expenses 2012: $53,625,112Net Income 2012: $223,926,3232012Revenue 2013: $92,669,354Expenses 2013: $107,885,974Net Income 2013: -$15,216,6202013Revenue 2014: $74,114,146Expenses 2014: $137,326,540Net Income 2014: -$63,212,3942014Revenue 2015: $19,541,165Expenses 2015: $113,513,835Net Income 2015: -$93,972,6702015Revenue 2016: $121,742,977Expenses 2016: $53,983,053Net Income 2016: $67,759,9242016Revenue 2019: $86,919,426Expenses 2019: $37,388,484Net Income 2019: $49,530,9422019Revenue 2020: $84,531,812Expenses 2020: $62,285,273Net Income 2020: $22,246,5392020Revenue 2021: $135,076,785Expenses 2021: $108,762,738Net Income 2021: $26,314,0472021Revenue 2022: $45,134,010Expenses 2022: $47,905,491Net Income 2022: -$2,771,4812022Revenue 2023: $57,041,598Expenses 2023: $89,832,883Net Income 2023: -$32,791,2852023Revenue 2024: $52,610,043Expenses 2024: $130,852,488Net Income 2024: -$78,242,4452024

Highlighted filing

2016

Revenue$121,742,977
Expenses$53,983,053
Net Income$67,759,924
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 16, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATE M GRESWOLDDirector/SecPT$25,000-$25,000
JOHN D MORGRIDGEDirectorPT$25,000-$25,000
TASHIA F MORGRIDGEDirector/PresFT$0--
JOHN P MORGRIDGEDirector/CFOFT$0--
Filing and Contact Details

Filer

Filer Name
Tosa Foundation
EIN
94-3165171
Phone
6508516922
Address
3130 ALPINE ROAD PMB 705 NO 288, PORTOLA VALLEY, CA 94028

Signing Officer

Name
John Morgridge
Title
Director
Phone
6508516922
Signed
2017-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Frank Rimerman & Co Llp
Address
60 S MARKET STREET SUITE 500, SAN JOSE, CA 95113
Preparer
Prerna Jagada
Phone
4082795566
Raw XML AppendixShowing 400 of 847 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0THE MORGRIDGE FAMILY FOUNDATION CO FOUNDATION SOURCE
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO SUPPORT EDUCATION AND PROVIDE RESOURCES TO CLASSROOMS AND TEACHERS; TO SUPPORT HEALTH AND WELLNESS FOR LOW INCOME FAMILIES, AND TO SUPPORT ARTS AND CONSERVATION.
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0QUALIFIED DISTRIBUTION TO DAF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0TOSA FOUNDATION GIFTED $169,129 TO THE TAUPO CHARITABLE GIFT FUND AS A QUALIFIED DISTRIBUTION UNDER IRC SEC. 170(C)(2)(B). THIS DISTRIBUTION WAS MADE TO ACCOMPLISH THE CHARITABLE PURPOSES OF TOSA BY LEVERAGING ADDITIONAL RESOURCES AND BY PROVIDING ADDITIONAL OUTREACH TO ORGANIZATIONS IN NEED OF FUNDS THAT TOSA OTHERWISE DOES NOT HAVE THE BANDWITH TO REACH. SEE STATEMENT ATTACHED.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1029867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-1103812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123709186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1313203712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172918928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18528373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt192440546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt203018926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt213069925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt223119924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2353881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt243116034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt252820362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt262868929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2749109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt087912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2353232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4143980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt529867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt63709186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt713203712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8303658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt915167500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10303945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112919928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12528551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132441368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143019926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt153069925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt163119924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1753881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt183116034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt192821362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt202869929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2150860
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/HowAcquiredCd14D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0COMMONFUND EVP IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1COMMONFUND EVP IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MICROVEST II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LEGACY VENTURE III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LEGACY VENTURE III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LEGACY VENTURES IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6LEGACY VENTURES IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7LEGACY VENTURE VI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LEGACY VENTURE VI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LEGACY VENTURE VII
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LEGACY VENTURE VII
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11OAK HILL II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12WINDFALL INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13WINDFALL INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1411,500 SHS CISCO STOCK DONATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15500,000 SHS CISCO STOCK DONATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1611,500 SHS CISCO STOCK DONATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17100,000 SHS CISCO STOCK SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1817,797 SHS CISCO STOCK SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1982,203 SHS CISCO STOCK SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20100,000 SHS CISCO STOCK SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21100,000 SHS CISCO STOCK SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22100,000 SHS CISCO STOCK SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc231,700 SHS CISCO STOCK SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2498,300 SHS CISCO STOCK SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25100,000 SHS CISCO STOCK SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26100,000 SHS CISCO STOCK SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc272,114 SHS GREEN DOT STOCK SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt040421941
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt067759924
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07452930
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0263697
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0617027889
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0549004268
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0609574959
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt027767956
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027767956
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt027767956
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0165984
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028877009
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0943069
IRS990PF/DistributableAmountGrp/TotalTaxAmt01109053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01315000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02230377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01858446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0943069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02230377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0943069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0943069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03173446
IRS990PF/FMVAssetsEOYAmt0622566887
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt050201
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt085928
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt025459962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt079023606
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt079023606
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt06000000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0384765
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0384765
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0516273960
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0522952427
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0522952427
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05332000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt06906000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0549004268
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0609574959
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012652547
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020206089
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020206089
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0554386469
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0622566887
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0622566887
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05382201
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt012991928
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0554386469
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0622566887
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0549004268
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0609574959
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0586335213
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015991290
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt050730729
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08795028
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0519613194
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028877009
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0577540185
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0586335213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0FRANK RIMERMAN & CO LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt079050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0FINANCIAL ACCOUNTING & TAX PREP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt060 SOUTH MARKET STREET SUITE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd095113
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt225000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt325000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TASHIA F MORGRIDGE

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$622,566,887
Liabilities
$12,991,928
Net assets
$609,574,959
Revenue
$121,742,977
Expenses
$53,983,053
Net income
$67,759,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$392$0.94$391$52.6$131$78.2
2023Summary only. Only limited summary data is available for this year.$481$26.4$57.0$89.8$32.8
2022Detailed filing. Detailed filing data is available for this year.$505$76.5$429$45.1$47.9$2.77
2021Summary only. Only limited summary data is available for this year.$620$99.8$135$109$26.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$594$6.62$587$84.5$62.3$22.2
2019Summary only. Only limited summary data is available for this year.$571$5.49$86.9$37.4$49.5
2016Detailed filing. Detailed filing data is available for this year.$623$13.0$610$122$54.0$67.8
2015Summary only. Only limited summary data is available for this year.$554$5.38$19.5$114$94.0
2014Summary only. Only limited summary data is available for this year.$648$5.57$74.1$137$63.2
2013Summary only. Only limited summary data is available for this year.$712$6.30$92.7$108$15.2
2012Summary only. Only limited summary data is available for this year.$727$30.9$278$53.6$224
2011Summary only. Only limited summary data is available for this year.$503$40.9$19.6$65.6$46.0